| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 163 | 307,734 | QQQ, AAPL, NVDA, JPST | 13F-HR | 4/8/2025 | 000166773125000386 |
| Q4 2024 | 162 | 302,172 | QQQ, AAPL, NVDA, VIG | 13F-HR | 1/17/2025 | 000166773125000046 |
| Q3 2024 | 149 | 264,549 | AAPL, QQQ, NVDA, MSFT | 13F-HR | 10/9/2024 | 000184266924000003 |
| Q2 2024 | 149 | 261,537 | QQQ, AAPL, NVDA, MSFT | 13F-HR | 8/9/2024 | 000108514624003632 |
| Q1 2023 | 144 | 180,761 | AAPL, AVUV, VIG, QQQ | 13F-HR | 5/10/2023 | 000108514623002189 |
| Q4 2022 | 155 | 188,406 | SHY, AAPL, VIG, VLUE | 13F-HR | 1/18/2023 | 000108514623000200 |
| Q3 2022 | 143 | 164,723 | AAPL, SHY, JPST, VLUE | 13F-HR | 10/11/2022 | 000108514622003313 |
| Q2 2022 | 138 | 159,984 | JPST, AAPL, SHY, VIG | 13F-HR | 7/18/2022 | 000108514622002420 |
| Q1 2022 | 118 | 163,291 | AAPL, VIG, JPST, MSFT | 13F-HR | 4/12/2022 | 000108514622001368 |
| Q4 2021 | 120 | 157,749 | AAPL, MSFT, JPST, VIG | 13F-HR | 1/18/2022 | 000108514622000193 |
| Q3 2021 | 121 | 138,887 | AAPL, JPST, VIG, MSFT | 13F-HR | 11/8/2021 | 000108514621003066 |
| Q2 2021 | 116 | 134,716 | AAPL, IVV, JPST, VIG | 13F-HR | 8/16/2021 | 000108514621002568 |
| Q4 2020 | 107 | 167,626 | AAPL, MASI, JPST, VIG | 13F-HR | 2/12/2021 | 000108514621000679 |