| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 280 | 694,056 | TSLA, DIVZ, NVDA, SGOV | 13F-HR | 11/13/2024 | 000110465924117415 |
| Q2 2024 | 263 | 663,496 | TSLA, DIVZ, IPI, SGOV | 13F-HR | 8/12/2024 | 000110465924088233 |
| Q1 2024 | 256 | 570,651 | DIVZ, TSLA, NVDA, RSP | 13F-HR | 5/15/2024 | 000110465924061722 |
| Q4 2023 | 220 | 539,539 | TSLA, DIVZ, RSP, SHOP | 13F-HR | 2/14/2024 | 000110465924024102 |
| Q3 2023 | 213 | 486,736 | TSLA, DIVZ, TTD, RSP | 13F-HR | 11/14/2023 | 000110465923117789 |
| Q2 2023 | 226 | 508,359 | TESLA INC COM, DIVZ, TTD, RSP | 13F-HR | 8/11/2023 | 000110465923090382 |
| Q1 2023 | 221 | 473,288 | TSLA, DIVZ, SPY, TTD | 13F-HR | 5/18/2023 | 000110465923062247 |