| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 129 | 322,450 | BRK-B, VTI, AAPL, HD | 13F-HR | 10/17/2024 | 000181502524000005 |
| Q2 2024 | 132 | 294,697 | VTI, BRK-B, MSFT, AAPL | 13F-HR | 7/10/2024 | 000181502524000003 |
| Q1 2024 | 136 | 285,395 | VTI, BRK-B, IBDP, MSFT | 13F-HR | 4/16/2024 | 000181502524000002 |
| Q4 2023 | 132 | 269,325 | BRK-B, IBDP, VTI, AAPL | 13F-HR | 1/16/2024 | 000181502524000001 |
| Q3 2023 | 134 | 251,787 | IBDP, BRK-B, VTI, AAPL | 13F-HR | 10/18/2023 | 000181502523000003 |
| Q2 2023 | 134 | 268,196 | IBDO, BRK-B, BRP, AAPL | 13F-HR | 7/13/2023 | 000181502523000002 |
| Q1 2023 | 129 | 244,188 | IBDO, BRK-B, VTI, AAPL | 13F-HR | 4/24/2023 | 000181502523000001 |
| Q4 2022 | 124 | 228,843 | IBDO, BRK-B, AAPL, HD | 13F-HR | 2/6/2023 | 000189340323000002 |
| Q3 2022 | 121 | 220,030 | IBDN, IBDO, BRK-B, AAPL | 13F-HR | 11/14/2022 | 000090901222000134 |
| Q2 2022 | 125 | 229,893 | IBDN, IBDO, BRK-B, AAPL | 13F-HR | 8/4/2022 | 000090901222000089 |
| Q1 2022 | 136 | 274,811 | IBDO, BRK-B, AAPL, IBDN | 13F-HR | 4/29/2022 | 000090901222000060 |
| Q4 2021 | 144 | 279,056 | IBDO, AAPL, MSFT, HD | 13F-HR | 2/8/2022 | 000090901222000024 |
| Q3 2021 | 129 | 249,241 | QQQ, IBDN, IBDO, AAPL | 13F-HR | 11/4/2021 | 000090901221000138 |
| Q2 2021 | 119 | 241,611 | QQQ, IBDN, MDXG, SPDW | 13F-HR | 8/16/2021 | 000090901221000118 |
| Q1 2021 | 113 | 213,498 | QQQ, IVV, HD, SPDW | 13F-HR | 5/13/2021 | 000090901221000079 |
| Q4 2020 | 109 | 191,725 | QQQ, IVV, AAPL, HD | 13F-HR | 2/18/2021 | 000090901221000045 |
| Q3 2020 | 101 | 154,252 | QQQ, IVV, HD, SPDW | 13F-HR | 10/27/2020 | 000090901220000137 |
| Q2 2020 | 87 | 134,297 | QQQ, IVV, HD, SPDW | 13F-HR | 8/7/2020 | 000090901220000115 |
| Q1 2020 | 91 | 109,426 | QQQ, IVV, HD, BRK-B | 13F-HR | 6/18/2020 | 000090901220000094 |
| Q4 2019 | 106 | 127,481 | QQQ, IVV, HD, BRK-B | 13F-HR | 6/18/2020 | 000090901220000093 |