Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 194 | 104,399 | VOO, MSFT, AVGO, VEU | 13F-HR | 10/28/2024 | 000195175724001139 |
Q2 2024 | 177 | 94,871 | VOO, MSFT, AVGO, XLK | 13F-HR | 8/2/2024 | 000195175724000623 |
Q1 2024 | 174 | 86,960 | VOO, MSFT, AVGO, VEU | 13F-HR | 4/29/2024 | 000195175724000411 |
Q4 2023 | 155 | 83,033 | VOO, SPY, MSFT, AVGO | 13F-HR | 2/12/2024 | 000195175724000241 |
Q3 2023 | 146 | 73,864 | VOO, MSFT, XLV, AVGO | 13F-HR | 10/30/2023 | 000195175723000646 |
Q2 2023 | 148 | 76,258 | VOO, MSFT, AVGO, XLV | 13F-HR | 7/26/2023 | 000195175723000434 |
Q1 2023 | 148 | 75,646 | VOO, MSFT, AVGO, XLK | 13F-HR | 5/15/2023 | 000195175723000311 |
Q4 2022 | 105 | 57,269 | VOO, MSFT, AVGO, UNH | 13F-HR | 2/14/2023 | 000196262823000001 |