| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 99 | 187,273 | NVDA, AAPL, XMHQ, DIVB | 13F-HR | 4/22/2025 | 000190315325000002 |
| Q4 2024 | 99 | 190,312 | NVDA, AAPL, XMHQ, FNDX | 13F-HR | 1/23/2025 | 000204906425000001 |
| Q3 2024 | 93 | 185,364 | NVDA, AAPL, XMHQ, FNDX | 13F-HR | 10/23/2024 | 000203532424000007 |
| Q2 2024 | 94 | 180,292 | NVDA, AAPL, XMHQ, FNDX | 13F-HR | 7/22/2024 | 000188744124000007 |
| Q1 2024 | 93 | 168,561 | NVDA, XMHQ, AAPL, FNDX | 13F-HR | 4/23/2024 | 000190315324000002 |
| Q4 2023 | 90 | 146,478 | AAPL, XMHQ, NVDA, FNDX | 13F-HR | 2/1/2024 | 000190315324000001 |
| Q3 2023 | 84 | 130,074 | AAPL, NVDA, QQQ, QQXT | 13F-HR | 11/7/2023 | 000190315323000005 |
| Q2 2023 | 85 | 138,606 | AAPL, NVDA, SCHD, QQQ | 13F-HR | 8/11/2023 | 000190315323000004 |
| Q1 2023 | 91 | 126,281 | AAPL, SCHD, JEPI, NVDA | 13F-HR | 5/12/2023 | 000190315323000003 |
| Q4 2022 | 90 | 125,493 | AAPL, SCHD, FTCS, JEPI | 13F-HR | 2/14/2023 | 000190315323000002 |
| Q3 2022 | 85 | 113,244 | AAPL, SCHD, FTCS, JEPI | 13F-HR | 11/14/2022 | 000190315322000004 |
| Q2 2022 | 79 | 113,695 | AAPL, SCHD, FTCS, VOO | 13F-HR | 7/28/2022 | 000190315322000003 |
| Q1 2022 | 77 | 124,927 | AAPL, SCHD, FTCS, VOO | 13F-HR | 4/26/2022 | 000190315322000002 |
| Q4 2021 | 404 | 143,006 | AAPL, SCHD, VOO, XMVM | 13F-HR | 2/10/2022 | 000190315322000001 |