| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 67 | 127,105 | IVV, QQQ, NVDA, MSFT | 13F-HR | 4/16/2025 | 000108514625002132 |
| Q4 2024 | 78 | 163,924 | IVV, QQQ, NVDA, MSFT | 13F-HR | 1/13/2025 | 000108514625000162 |
| Q3 2024 | 80 | 161,492 | IVV, NVDA, QQQ, MSFT | 13F-HR | 10/31/2024 | 000108514624005268 |
| Q2 2024 | 78 | 159,822 | IVV, NVDA, QQQ, MSFT | 13F-HR | 7/22/2024 | 000108514624003170 |
| Q1 2024 | 76 | 148,307 | IVV, MSFT, QQQ, NVDA | 13F-HR | 4/11/2024 | 000108514624001713 |
| Q4 2023 | 74 | 124,320 | IVV, QQQ, MSFT, NVDA | 13F-HR | 1/9/2024 | 000108514624000113 |
| Q3 2023 | 78 | 119,852 | IVV, QQQ, MSFT, NVDA | 13F-HR | 10/16/2023 | 000108514623003744 |
| Q2 2023 | 81 | 121,031 | IVV, MSFT, QQQ, AAPL | 13F-HR | 7/10/2023 | 000108514623002603 |
| Q1 2023 | 79 | 110,654 | IVV, MSFT, IJH, AAPL | 13F-HR | 4/19/2023 | 000108514623001779 |
| Q4 2022 | 66 | 79,798 | IVV, MSFT, ABBV, IJH | 13F-HR | 1/17/2023 | 000108514623000157 |
| Q3 2022 | 66 | 89,988 | IVV, MSFT, XLK, ABBV | 13F-HR | 10/26/2022 | 000108514622003612 |
| Q2 2022 | 62 | 73,527 | IVV, MSFT, ABBV, IJH | 13F-HR | 7/15/2022 | 000108514622002400 |
| Q1 2022 | 80 | 143,729 | IVV, MSFT, ABBV, MATX | 13F-HR | 4/20/2022 | 000108514622001486 |
| Q4 2021 | 81 | 161,931 | IVV, MSFT, AMZN, CROX | RESTATEMENT | 1/24/2022 | 000108514622000285 |
| Q3 2021 | 84 | 171,142 | IVV, MSFT, CROX, AMZN | 13F-HR | 10/18/2021 | 000108514621002818 |
| Q2 2021 | 90 | 177,971 | IVV, MSFT, AMZN, CROX | 13F-HR | 7/20/2021 | 000108514621002040 |
| Q1 2021 | 82 | 157,033 | IVV, MSFT, AMZN, FIVE | 13F-HR | 4/19/2021 | 000108514621001231 |
| Q4 2020 | 79 | 147,585 | IVV, MSFT, NVDA, AMZN | 13F-HR | 1/20/2021 | 000108514621000188 |