| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 62 | 185,816 | AAPL, VOO, QQQ, SCHG | 13F-HR | 10/29/2024 | 000117266124004393 |
| Q2 2024 | 59 | 164,010 | AAPL, SCHG, QQQ, SCHB | RESTATEMENT | 10/29/2024 | 000117266124004392 |
| Q1 2024 | 57 | 156,075 | QQQ, SCHG, SCHB, AAPL | 13F-HR | 5/9/2024 | 000117266124002106 |
| Q4 2023 | 60 | 135,761 | AAPL, QQQ, SCHG, SCHB | 13F-HR | 1/30/2024 | 000117266124000381 |
| Q3 2023 | 67 | 128,787 | AAPL, VCSH, QQQ, SCHG | 13F-HR | 11/14/2023 | 000117266123004054 |