Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 129 | 177,249 | AAPL, IWM, IWF, MSFT | 13F-HR | 10/4/2024 | 000108514624004638 |
Q2 2024 | 137 | 234,273 | UNH, AAPL, IWM, UMAR | 13F-HR | 7/12/2024 | 000108514624002949 |
Q1 2024 | 157 | 193,603 | AAPL, IWM, IWF, MSFT | 13F-HR | 4/12/2024 | 000108514624001751 |
Q4 2023 | 142 | 170,059 | AAPL, IWF, IWM, MSFT | 13F-HR | 2/9/2024 | 000108514624001003 |