| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 255 | 753,945 | AAPL, MSFT, SPY, JPM | 13F-HR | 10/11/2024 | 000195480524000006 |
| Q2 2024 | 213 | 616,257 | MSFT, AAPL, SPY, JPM | 13F-HR | 7/9/2024 | 000195480524000004 |
| Q1 2024 | 196 | 566,639 | MSFT, AAPL, SPY, JPM | 13F-HR | 4/17/2024 | 000195480524000003 |
| Q4 2023 | 184 | 507,794 | AAPL, MSFT, SPY, COP | 13F-HR | 1/17/2024 | 000195480524000001 |
| Q3 2023 | 167 | 432,870 | AAPL, MSFT, SPY, COP | 13F-HR | 10/18/2023 | 000195480523000004 |
| Q2 2023 | 1,014 | 465,730 | AAPL, MSFT, SPY, BRK-B | 13F-HR | 7/18/2023 | 000195480523000003 |
| Q1 2023 | 136 | 398,463 | AAPL, MSFT, SPY, BRK-B | 13F-HR | 4/18/2023 | 000195480523000002 |
| Q4 2022 | 938 | 386,663 | AAPL, MSFT, SPY, COP | 13F-HR | 1/19/2023 | 000195480523000001 |