| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 49 | 242,571 | AAPL, AMZN, SPY, IDEV | 13F-HR | 11/13/2024 | 000175496024000568 |
| Q2 2024 | 44 | 220,592 | AAPL, AMZN, SPY, IDEV | 13F-HR | 8/13/2024 | 000175496024000430 |
| Q1 2024 | 38 | 192,172 | AAPL, AMZN, SPY, IDEV | 13F-HR | 5/13/2024 | 000175496024000209 |
| Q4 2023 | 33 | 153,343 | AAPL, AMZN, SPY, IDEV | 13F-HR | 2/13/2024 | 000175496024000085 |
| Q3 2023 | 28 | 125,706 | AAPL, AMZN, SPY, VEA | 13F-HR | 11/13/2023 | 000175496023000328 |
| Q2 2023 | 29 | 131,058 | AAPL, AMZN, SPY, VEA | 13F-HR | 8/14/2023 | 000175496023000248 |
| Q1 2023 | 29 | 99,151 | AAPL, SPY, AMZN, RSP | 13F-HR | 5/15/2023 | 000175496023000170 |
| Q4 2022 | 27 | 80,490 | AAPL, AVUV, RSP, SCHB | RESTATEMENT | 2/6/2023 | 000175496023000066 |