| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 273 | 197,246 | AAPL, NVDA, MSFT, FTRB | 13F-HR | 5/14/2025 | 000117266125001852 |
| Q4 2024 | 251 | 186,280 | AAPL, NVDA, IWF, IVW | 13F-HR | 1/23/2025 | 000117266125000338 |
| Q3 2024 | 236 | 184,631 | AAPL, NVDA, IWF, IVW | 13F-HR | 10/24/2024 | 000117266124004357 |
| Q2 2024 | 244 | 174,177 | AAPL, IWF, NVDA, IVW | 13F-HR | 8/6/2024 | 000117266124003104 |
| Q1 2024 | 244 | 175,833 | AAPL, IWF, IWD, IVE | 13F-HR | 5/14/2024 | 000117266124002287 |
| Q4 2023 | 237 | 162,280 | AAPL, IWF, IWS, IWD | 13F-HR | 1/26/2024 | 000117266124000352 |