| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,261 | 4,674,381 | VOO, IUSB, NVDA, IVLU | 13F-HR | 8/3/2026 | 000200363326000004 |
| Q1 2026 | 1,141 | 3,727,811 | VOO, IUSB, NVDA, IVLU | 13F-HR | 5/11/2026 | 000200363326000003 |
| Q4 2025 | 1,033 | 3,095,051 | VOO, IUSB, NVDA, IVV | 13F-HR | 1/20/2026 | 000200363326000001 |
| Q3 2025 | 820 | 2,175,407 | VOO, NVDA, IUSB, IVV | 13F-HR | 11/6/2025 | 000200363325000008 |
| Q2 2025 | 648 | 1,498,745 | NVDA, VOO, IUSB, IVV | 13F-HR | 8/4/2025 | 000200363325000005 |
| Q1 2025 | 518 | 994,408 | NVDA, VOO, IUSB, FFIU | 13F-HR | 5/12/2025 | 000200363325000004 |
| Q4 2024 | 451 | 831,524 | NVDA, VOO, FFIU, IUSB | 13F-HR | 2/13/2025 | 000200363325000002 |
| Q3 2024 | 351 | 492,472 | VOO, IUSB, JQUA, AMGN | 13F-HR | 11/5/2024 | 000200363324000005 |
| Q2 2024 | 300 | 306,835 | VOO, AMGN, IUSB, MSFT | 13F-HR | 8/14/2024 | 000200363324000004 |
| Q1 2024 | 223 | 173,493 | VOO, AMGN, IUSB, SCHX | 13F-HR | 5/13/2024 | 000200363324000002 |
| Q4 2023 | 157 | 103,018 | AMGN, VOO, SCHX, MSFT | 13F-HR | 2/8/2024 | 000200363324000001 |