| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 430 | 940,804 | SPY, AAPL, IVV, MSFT | 13F-HR | 4/30/2025 | 000108514625002502 |
| Q4 2024 | 439 | 1,000,153 | AAPL, MSFT, SPY, IVV | 13F-HR | 2/6/2025 | 000108514625000839 |
| Q3 2024 | 412 | 839,737 | AAPL, MSFT, IVV, NVDA | 13F-HR | 10/25/2024 | 000108514624005161 |
| Q2 2024 | 378 | 702,248 | AAPL, MSFT, IVV, SPY | 13F-HR | 8/13/2024 | 000108514624003819 |
| Q1 2024 | 379 | 658,575 | MSFT, AAPL, IVV, SPY | RESTATEMENT | 5/6/2024 | 000108514624002246 |
| Q4 2023 | 328 | 452,140 | AAPL, MSFT, SPY, IVV | 13F-HR | 1/31/2024 | 000108514624000578 |
| Q3 2023 | 271 | 292,430 | AAPL, MSFT, SPY, COST | 13F-HR | 11/7/2023 | 000108514623004191 |
| Q2 2023 | 273 | 274,101 | AAPL, MSFT, SPY, GOOG | 13F-HR | 8/10/2023 | 000108514623003226 |
| Q1 2023 | 249 | 235,227 | AAPL, MSFT, SPY, GOOG | 13F-HR | 5/9/2023 | 000108514623002150 |
| Q4 2022 | 113 | 84,794 | AAPL, MSFT, VO, GOOG | 13F-HR | 1/20/2023 | 000108514623000261 |