Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 152 | 112,247 | NVDA, AAPL, IWF, MSFT | 13F-HR | 10/10/2024 | 000108514624004786 |
Q2 2024 | 144 | 104,379 | NVDA, AAPL, IWF, MSFT | 13F-HR | 7/19/2024 | 000108514624003110 |
Q1 2024 | 138 | 100,455 | NVDA, IWF, AAPL, MSFT | 13F-HR | 7/19/2024 | 000108514624003095 |
Q4 2023 | 134 | 89,559 | AAPL, IWF, NVDA, MSFT | 13F-HR | 3/6/2024 | 000108514624001563 |
Q4 2022 | 124 | 70,411 | AAPL, IWF, UNH, CATY | 13F-HR | 2/14/2023 | 000108514623001290 |
Q3 2022 | 114 | 61,984 | AAPL, IWF, UNH, CATY | 13F-HR | 10/24/2022 | 000108514622003573 |
Q2 2022 | 116 | 64,283 | AAPL, IWF, MSFT, UNH | 13F-HR | 7/22/2022 | 000108514622002537 |
Q1 2022 | 140 | 81,316 | AAPL, IWF, MSFT, CATY | 13F-HR | 7/5/2022 | 000108514622002282 |
Q4 2021 | 142 | 75,213 | AAPL, IWF, MSFT, CATY | 13F-HR | 6/6/2022 | 000108514622002232 |