| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 121 | 142,959 | AAPL, NVDA, IVV, MSFT | 13F-HR | 11/7/2024 | 000117266124004510 |
| Q2 2024 | 115 | 129,520 | AAPL, NVDA, MSFT, IVV | 13F-HR | 7/31/2024 | 000117266124003008 |
| Q1 2024 | 127 | 118,720 | AAPL, IVV, NVDA, MSFT | 13F-HR | 5/7/2024 | 000117266124002058 |
| Q4 2023 | 129 | 122,040 | AAPL, IVV, MSFT, TSLA | 13F-HR | 1/23/2024 | 000117266124000309 |
| Q3 2023 | 116 | 107,359 | AAPL, IVV, TSLA, AMZN | 13F-HR | 10/31/2023 | 000117266123003554 |
| Q2 2023 | 117 | 108,892 | AAPL, IVV, TSLA, AMZN | 13F-HR | 8/1/2023 | 000117266123002705 |
| Q1 2023 | 110 | 93,022 | AAPL, IVV, SCHD, TSLA | 13F-HR | 4/24/2023 | 000117266123001760 |
| Q4 2022 | 108 | 82,346 | AAPL, IVV, SCHD, AMZN | 13F-HR | 2/8/2023 | 000117266123000512 |