| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 2,858 | 149,899 | NVDA, VTI, VEA, MSFT | 13F-HR | 5/12/2025 | 000190984625000002 |
| Q4 2024 | 2,865 | 159,695 | NVDA, VTI, MSFT, VEA | 13F-HR | 2/13/2025 | 000190984625000001 |
| Q3 2024 | 2,878 | 159,529 | NVDA, VTI, VEA, MSFT | 13F-HR | 11/1/2024 | 000190984624000006 |
| Q2 2024 | 2,885 | 154,580 | BIL, NVDA, MSFT, VTI | 13F-HR | 8/9/2024 | 000190984624000004 |
| Q1 2024 | 2,883 | 157,454 | EDR, NVDA, VTI, MSFT | 13F-HR | 5/10/2024 | 000190984624000003 |
| Q4 2023 | 2,902 | 146,262 | NVDA, BIL, JOE, VTI | 13F-HR | 2/9/2024 | 000190984624000001 |
| Q3 2023 | 2,923 | 132,626 | BIL, NVDA, AVGO, JOE | 13F-HR | 11/13/2023 | 000190984623000006 |
| Q2 2023 | 2,852 | 131,347 | BIL, VTI, JOE, VEA | 13F-HR | 8/11/2023 | 000190984623000005 |
| Q1 2023 | 2,742 | 114,790 | VEA, VTI, JOE, AAPL | 13F-HR | 5/15/2023 | 000190984623000004 |
| Q4 2022 | 2,848 | 122,632 | TSLA, VEA, JOE, BRK-B | 13F-HR | 2/13/2023 | 000190984623000002 |
| Q4 2022 | 2,848 | 122,632 | TSLA, VEA, JOE, BRK-B | RESTATEMENT | 2/13/2023 | 000190984623000003 |
| Q3 2022 | 2,804 | 113,502 | TSLA, TWITTER INC, MSFT, AAPL | 13F-HR | 11/14/2022 | 000190984622000004 |
| Q2 2022 | 2,478 | 126,248 | TSLA, LSXMK calls, MSFT, AAPL | 13F-HR | 8/10/2022 | 000190984622000003 |
| Q1 2022 | 2,484 | 150,251 | TSLA, LSXMK, AMZN, MSFT | 13F-HR | 5/13/2022 | 000190984622000002 |
| Q4 2021 | 2,466 | 71,369 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 2/10/2022 | 000190984622000001 |