| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,038 | 2,194,411 | AAPL, IVV, COIN, INTF | 13F-HR | 5/14/2025 | 000117266125001834 |
| Q4 2024 | 970 | 1,979,626 | AAPL, COIN, IVV, INTF | 13F-HR | 1/16/2025 | 000121465925000858 |
| Q3 2024 | 908 | 1,600,331 | AAPL, COIN, IVV, VEA | 13F-HR | 10/8/2024 | 000121465924017272 |
| Q2 2024 | 792 | 1,351,053 | COIN, AAPL, META, IVV | 13F-HR | 7/26/2024 | 000121465924012995 |
| Q1 2024 | 729 | 1,084,029 | COIN, AAPL, META, IVV | 13F-HR | 5/7/2024 | 000121465924008517 |
| Q4 2023 | 601 | 722,829 | COIN, AAPL, META, MSFT | 13F-HR | 2/8/2024 | 000121465924002135 |
| Q3 2023 | 348 | 299,497 | AAPL, IVV, MSFT, QUAL | 13F-HR | 11/9/2023 | 000121465923014737 |
| Q2 2023 | 275 | 219,245 | AAPL, MSFT, IVV, JPM | 13F-HR | 8/3/2023 | 000121465923010719 |
| Q1 2023 | 224 | 178,998 | AAPL, IVV, MSFT, JPM | 13F-HR | 6/7/2023 | 000121465923008329 |