| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 140 | 185,831 | AMZN, VOO, NVDA, BAC | 13F-HR | 4/29/2025 | 000139834425008026 |
| Q4 2024 | 136 | 190,425 | AMZN, VOO, NVDA, TSLA | 13F-HR | 1/29/2025 | 000139834425001366 |
| Q3 2024 | 140 | 178,881 | AMZN, VOO, NVDA, XHB | 13F-HR | 10/23/2024 | 000139834424019294 |
| Q2 2024 | 139 | 163,388 | AMZN, VOO, NVDA, BAC | 13F-HR | 7/30/2024 | 000139834424013309 |
| Q1 2024 | 134 | 157,322 | AMZN, VOO, CAT, NVDA | 13F-HR | 4/16/2024 | 000139834424007243 |
| Q4 2023 | 131 | 143,019 | AMZN, VOO, BAC, IWN | 13F-HR | 1/29/2024 | 000139834424001301 |
| Q3 2023 | 125 | 125,123 | AMZN, VOO, TSLA, BAC | 13F-HR | 10/26/2023 | 000139834423019773 |
| Q2 2023 | 124 | 129,300 | AMZN, VOO, TSLA, BAC | 13F-HR | 8/9/2023 | 000139834423014468 |
| Q1 2023 | 116 | 111,384 | AMZN, VOO, BAC, TSLA | 13F-HR | 5/12/2023 | 000139834423009595 |
| Q4 2022 | 115 | 103,446 | AMZN, VOO, BAC, IWN | 13F-HR | 2/13/2023 | 000139834423003085 |
| Q3 2022 | 110 | 101,131 | AMZN, VOO, TSLA, BAC | 13F-HR | 11/10/2022 | 000139834422021806 |
| Q2 2022 | 117 | 106,670 | AMZN, BAC, VOO, TSLA | 13F-HR | 8/11/2022 | 000139834422015355 |
| Q1 2022 | 116 | 129,755 | AMZN, BAC, TSLA, VOO | 13F-HR | 5/10/2022 | 000139834422009221 |
| Q4 2021 | 120 | 137,918 | AMZN, BAC, TSLA, VOO | 13F-HR | 2/14/2022 | 000139834422003182 |