| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 329 | 510,877 | AAPL, SCHG, BUFR, NVDA | 13F-HR | 5/5/2025 | 000108514625002612 |
| Q4 2024 | 302 | 455,871 | SCHG, BUFR, AAPL, NVDA | 13F-HR | 1/13/2025 | 000108514625000164 |
| Q3 2024 | 306 | 436,516 | SCHG, AAPL, BUFR, NVDA | 13F-HR | 10/7/2024 | 000108514624004659 |
| Q2 2024 | 290 | 409,869 | SCHG, AAPL, NVDA, BUFR | 13F-HR | 7/12/2024 | 000108514624002911 |
| Q1 2024 | 282 | 356,921 | SCHG, AAPL, DJUL, MSFT | 13F-HR | 4/12/2024 | 000108514624001779 |
| Q4 2023 | 282 | 336,712 | AAPL, SCHG, DJUL, MSFT | 13F-HR | 1/8/2024 | 000108514624000082 |
| Q3 2023 | 322 | 327,467 | AAPL, SCHG, DJUL, MSFT | 13F-HR | 10/10/2023 | 000108514623003684 |
| Q2 2023 | 256 | 260,066 | AAPL, SCHG, MSFT, SPY | 13F-HR | 7/11/2023 | 000108514623002650 |
| Q1 2023 | 252 | 243,445 | AAPL, SCHG, MSFT, SPY | 13F-HR | 4/17/2023 | 000108514623001727 |
| Q4 2022 | 248 | 239,029 | AAPL, SCHG, SPY, EDOW | 13F-HR | 2/2/2023 | 000108514623000609 |
| Q3 2022 | 168 | 125,225 | AAPL, SPY, MSFT, FTSL | 13F-HR | 10/11/2022 | 000108514622003329 |
| Q2 2022 | 162 | 121,815 | AAPL, SPY, MSFT, FTSL | 13F-HR | 7/15/2022 | 000108514622002401 |
| Q1 2022 | 179 | 149,235 | AAPL, SPY, MSFT, FTSL | 13F-HR | 5/12/2022 | 000108514622002030 |
| Q4 2021 | 173 | 153,702 | AAPL, SPY, MSFT, FTSL | 13F-HR | 2/2/2022 | 000108514622000461 |