| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 30 | 70,044 | SPY, AAPL, MSFT, NVDA | 13F-HR | 5/9/2025 | 000188594625000002 |
| Q4 2024 | 28 | 74,721 | SPY, AAPL, MSFT, NVDA | 13F-HR | 2/12/2025 | 000188594625000001 |
| Q3 2024 | 25 | 64,629 | SPY, AAPL, MSFT, AMZN | 13F-HR | 11/14/2024 | 000188594624000004 |
| Q2 2024 | 24 | 62,269 | SPY, MSFT, AAPL, GOOGL | 13F-HR | 8/14/2024 | 000188594624000003 |
| Q1 2024 | 24 | 56,843 | SPY, MSFT, AAPL, AMZN | 13F-HR | 5/13/2024 | 000188594624000002 |
| Q4 2023 | 22 | 52,184 | SPY, MSFT, AAPL, GOOGL | 13F-HR | 2/14/2024 | 000188594624000001 |
| Q3 2023 | 23 | 49,399 | SPY, AAPL, MSFT, VDE | 13F-HR | 11/9/2023 | 000188594623000004 |
| Q2 2023 | 24 | 52,678 | SPY, AAPL, MSFT, VDE | 13F-HR | 8/10/2023 | 000188594623000003 |
| Q1 2023 | 24 | 48,467 | SPY, AAPL, MSFT, VDE | 13F-HR | 5/8/2023 | 000188594623000002 |
| Q4 2022 | 28 | 55,773 | SPY, AAPL, MSFT, VDE | 13F-HR | 2/13/2023 | 000188594623000001 |
| Q3 2022 | 24 | 44,300 | SPY, AAPL, MSFT, GOOGL | 13F-HR | 11/9/2022 | 000188594622000004 |
| Q2 2022 | 25 | 42,266 | SPY, AAPL, MSFT, JNJ | 13F-HR | 8/8/2022 | 000188594622000003 |
| Q1 2022 | 23 | 47,978 | SPY, AAPL, MSFT, JNJ | 13F-HR | 5/9/2022 | 000188594622000002 |
| Q4 2021 | 23 | 48,870 | SPY, AAPL, MSFT, JNJ | 13F-HR | 2/10/2022 | 000188594622000001 |
| Q3 2021 | 21 | 42,908 | SPY, AAPL, MSFT, JNJ | 13F-HR | 11/9/2021 | 000188594621000001 |