| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 83 | 206,311 | AAPL, AVGO, NVDA, USMV | 13F-HR | 1/22/2025 | 000166773125000076 |
| Q3 2024 | 84 | 201,262 | AAPL, NVDA, AVGO, USMV | 13F-HR | 10/25/2024 | 000179892424000004 |
| Q2 2024 | 80 | 192,368 | AAPL, NVDA, AVGO, USMV | 13F-HR | 7/22/2024 | 000179892424000003 |
| Q1 2024 | 80 | 182,145 | AAPL, NVDA, AVGO, USMV | 13F-HR | 4/22/2024 | 000179892424000002 |
| Q4 2023 | 71 | 159,301 | AAPL, USMV, AVGO, QQQ | 13F-HR | 1/12/2024 | 000179892424000001 |
| Q3 2023 | 65 | 129,982 | AAPL, USMV, AVGO, QQQ | 13F-HR | 10/5/2023 | 000179892423000004 |
| Q2 2023 | 67 | 133,407 | AAPL, USMV, AVGO, QQQ | 13F-HR | 7/13/2023 | 000179892423000003 |
| Q1 2023 | 62 | 114,397 | AAPL, USMV, VIG, QQQ | 13F-HR | 4/18/2023 | 000179892423000002 |
| Q4 2022 | 60 | 98,739 | AAPL, USMV, VIG, DIA | 13F-HR | 1/17/2023 | 000179892423000001 |
| Q3 2022 | 60 | 100,045 | AAPL, USMV, VIG, QQQ | 13F-HR | 10/12/2022 | 000179892422000005 |
| Q2 2022 | 61 | 112,298 | AAPL, USMV, VIG, QQQ | 13F-HR | 7/12/2022 | 000179892422000004 |
| Q1 2022 | 66 | 138,968 | AAPL, USMV, QQQ, VIG | 13F-HR | 4/20/2022 | 000179892422000002 |
| Q4 2021 | 74 | 163,605 | AAPL, USMV, QQQ, VIG | 13F-HR | 1/20/2022 | 000179892422000001 |
| Q3 2021 | 75 | 147,083 | AAPL, USMV, QQQ, VIG | 13F-HR | 10/13/2021 | 000179892421000004 |
| Q2 2021 | 69 | 140,874 | AAPL, USMV, QQQ, VIG | 13F-HR | 7/14/2021 | 000179892421000003 |
| Q1 2021 | 71 | 128,660 | AAPL, USMV, QQQ, VIG | 13F-HR | 4/14/2021 | 000179892421000002 |
| Q4 2020 | 70 | 119,408 | AAPL, USMV, VUG, QQQ | 13F-HR | 1/15/2021 | 000179892421000001 |
| Q3 2020 | 67 | 106,274 | AAPL, USMV, QQQ, SPY | 13F-HR | 10/8/2020 | 000179892420000004 |
| Q2 2020 | 61 | 96,671 | USMV, AAPL, BIL, QQQ | 13F-HR | 7/9/2020 | 000179892420000003 |
| Q1 2020 | 51 | 70,604 | USMV, BIL, QQQ, AAPL | 13F-HR | 4/20/2020 | 000179892420000002 |
| Q4 2019 | 67 | 103,266 | USMV, BIL, AAPL, VWO | 13F-HR | 1/24/2020 | 000179892420000001 |