| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 126 | 121,482 | SCHD, AAPL, AMZN, NVDA | 13F-HR | 11/14/2024 | 000193450024000012 |
| Q2 2024 | 115 | 104,967 | SCHD, AAPL, AMZN, NVDA | 13F-HR | 8/14/2024 | 000193450024000008 |
| Q1 2024 | 122 | 107,872 | SCHD, AAPL, AMZN, DIA | 13F-HR | 5/14/2024 | 000193450024000006 |
| Q4 2023 | 113 | 98,045 | SCHD, DIA, AAPL, AMZN | 13F-HR | 2/14/2024 | 000193450024000002 |
| Q3 2023 | 110 | 87,265 | SCHD, AAPL, AMZN, GOOGL | 13F-HR | 11/13/2023 | 000193450023000008 |
| Q2 2023 | 110 | 88,368 | SCHD, AAPL, AMZN, DIA | 13F-HR | 8/10/2023 | 000193450023000006 |
| Q1 2023 | 111 | 87,492 | AAPL, SCHD, AMZN, SPY | 13F-HR | 5/11/2023 | 000193450023000004 |
| Q4 2022 | 105 | 84,261 | QQQ, SCHD, SPY, AAPL | 13F-HR | 2/14/2023 | 000193450023000001 |
| Q3 2022 | 90 | 63,322 | AAPL, SCHD, GOOGL, DIA | 13F-HR | 11/10/2022 | 000193450022000005 |
| Q2 2022 | 105 | 82,122 | AMZN, AAPL, SCHD, GOOGL | 13F-HR | 8/15/2022 | 000110922822000014 |
| Q1 2022 | 98 | 80,488 | AMZN, AAPL, SCHD, GOOGL | 13F-HR | 8/15/2022 | 000110922822000013 |