| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 67 | 140,199 | AAPL, ISRG, NVDA, QQQ | 13F-HR | 5/1/2025 | 000139834425008329 |
| Q4 2024 | 69 | 155,180 | AAPL, ISRG, NVDA, QQQ | 13F-HR | 1/28/2025 | 000139834425001277 |
| Q3 2024 | 67 | 140,373 | AAPL, ISRG, QQQ, NVDA | 13F-HR | 10/11/2024 | 000139834424018777 |
| Q2 2024 | 66 | 133,328 | AAPL, ISRG, QQQ, NVDA | 13F-HR | 7/30/2024 | 000139834424013327 |
| Q1 2024 | 67 | 127,497 | AAPL, ISRG, QQQ, NVDA | 13F-HR | 5/1/2024 | 000139834424008467 |
| Q4 2023 | 67 | 118,441 | AAPL, ISRG, QQQ, VTI | 13F-HR | 1/31/2024 | 000139834424001449 |
| Q3 2023 | 62 | 102,752 | AAPL, ISRG, QQQ, VTI | 13F-HR | 10/16/2023 | 000139834423019299 |
| Q2 2023 | 63 | 109,200 | AAPL, ISRG, QQQ, VTI | 13F-HR | 8/14/2023 | 000139834423014875 |
| Q1 2023 | 62 | 96,769 | AAPL, ISRG, QQQ, VTI | 13F-HR | 5/1/2023 | 000139834423008401 |
| Q4 2022 | 60 | 89,441 | AAPL, ISRG, QQQ, VTI | 13F-HR | 2/13/2023 | 000139834423002788 |
| Q3 2022 | 55 | 68,058 | AAPL, QQQ, VTI, ISRG | 13F-HR | 10/12/2022 | 000139834422020068 |
| Q2 2022 | 60 | 113,410 | AAPL, ISRG, QQQ, MA | 13F-HR | 7/13/2022 | 000139834422013290 |
| Q1 2022 | 64 | 145,969 | AAPL, ISRG, QQQ, SQ | 13F-HR | 5/5/2022 | 000139834422008866 |
| Q4 2021 | 64 | 161,647 | AAPL, ISRG, QQQ, SQ | 13F-HR | 2/8/2022 | 000139834422002376 |