| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 50 | 152,083 | SPY, VTI, QQQ, NVDA | 13F-HR | 5/5/2025 | 000117266125001568 |
| Q4 2024 | 55 | 161,493 | SPY, VTI, QQQ, DIA | 13F-HR | 1/28/2025 | 000117266125000386 |
| Q3 2024 | 40 | 139,591 | SPY, VTI, QQQ, DIA | 13F-HR | 10/24/2024 | 000117266124004349 |
| Q2 2024 | 36 | 140,133 | SPY, VTI, QQQ, DIA | 13F-HR | 7/25/2024 | 000117266124002900 |
| Q1 2024 | 38 | 135,272 | SPY, VTI, QQQ, DIA | 13F-HR | 4/30/2024 | 000117266124001947 |
| Q4 2023 | 43 | 133,021 | SPY, QQQ, VTI, DIA | 13F-HR | 1/23/2024 | 000117266124000311 |
| Q3 2023 | 48 | 118,390 | SPY, QQQ, VTI, DIA | 13F-HR | 11/8/2023 | 000117266123003671 |
| Q2 2023 | 45 | 119,697 | SPY, QQQ, VTI, DIA | 13F-HR | 8/3/2023 | 000117266123002749 |
| Q1 2023 | 48 | 115,995 | SPY, DIA, VTI, QQQ | 13F-HR | 4/14/2023 | 000179392323000004 |
| Q4 2022 | 47 | 109,913 | SPY, DIA, VTI, QQQ | 13F-HR | 2/7/2023 | 000179392323000001 |
| Q3 2022 | 49 | 104,571 | SPY, DIA, VTI, QQQ | 13F-HR | 10/28/2022 | 000179392322000004 |
| Q2 2022 | 52 | 116,078 | SPY, DIA, VTI, QQQ | 13F-HR | 7/15/2022 | 000179392322000003 |
| Q1 2022 | 59 | 152,590 | SPY, DIA, VTI, QQQ | 13F-HR | 5/6/2022 | 000179392322000002 |
| Q4 2021 | 54 | 168,207 | SPY, DIA, VTI, QQQ | 13F-HR | 2/1/2022 | 000179392322000001 |
| Q3 2021 | 54 | 152,932 | SPY, DIA, VTI, QQQ | 13F-HR | 11/12/2021 | 000179392321000005 |
| Q2 2021 | 1 | 327 | MRVL | NEW HOLDINGS | 11/12/2021 | 000179392321000004 |
| Q2 2021 | 49 | 149,235 | SPY, DIA, VTI, QQQ | 13F-HR | 8/2/2021 | 000179392321000003 |
| Q1 2021 | 56 | 147,350 | SPY, DIA, VTI, QQQ | 13F-HR | 5/3/2021 | 000179392321000002 |
| Q4 2020 | 54 | 143,843 | SPY, QQQ, DIA, VTI | 13F-HR | 1/28/2021 | 000179392321000001 |
| Q3 2020 | 51 | 126,556 | SPY, QQQ, DIA, VTI | 13F-HR | 10/7/2020 | 000179392320000004 |
| Q2 2020 | 50 | 108,623 | SPY, QQQ, DIA, VTI | 13F-HR | 7/21/2020 | 000179392320000003 |
| Q1 2020 | 41 | 73,079 | SPY, QQQ, DIA, VTI | 13F-HR | 5/4/2020 | 000179392320000002 |
| Q4 2019 | 35 | 110,149 | SPY, QQQ, DIA, VTI | 13F-HR | 1/10/2020 | 000179392320000001 |