| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 34 | 103,700 | VOO, HSPX, GOOG, JEPI | 13F-HR | 4/17/2024 | 000108514624001883 |
| Q4 2023 | 36 | 104,480 | VOO, HSPX, JEPI, GOOG | 13F-HR | 1/19/2024 | 000108514624000350 |
| Q3 2023 | 33 | 97,165 | HSPX, VOO, JEPI, GOOGL | 13F-HR | 10/25/2023 | 000108514623003928 |
| Q2 2023 | 33 | 88,375 | VOO, HSPX, GOOGL, GOOG | 13F-HR | 8/14/2023 | 000108514623003397 |
| Q1 2023 | 49 | 86,817 | VOO, GOOGL, GOOG, SPY | 13F-HR | 5/10/2023 | 000108514623002201 |
| Q4 2022 | 42 | 66,119 | VOO, GOOGL, GOOG, IWM | 13F-HR | 2/14/2023 | 000108514623001292 |
| Q3 2022 | 56 | 79,350 | VOO, GOOGL, GOOG, SPY | 13F-HR | 11/3/2022 | 000108514622003764 |
| Q2 2022 | 59 | 82,518 | VOO, GOOGL, GOOG, SPY | 13F-HR | 7/18/2022 | 000108514622002435 |
| Q1 2022 | 53 | 82,573 | VOO, GOOGL, GOOG, SPY | 13F-HR | 5/12/2022 | 000108514622002034 |
| Q4 2021 | 77 | 92,321 | GOOGL, GOOG, VOO, IWM | 13F-HR | 2/9/2022 | 000108514622000691 |