| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 223 | 601,478 | IVV, NVDA, AAPL, MSFT | 13F-HR | 10/16/2025 | 000201119525000005 |
| Q2 2025 | 211 | 479,058 | NVDA, MSFT, IVV, AMZN | 13F-HR | 7/24/2025 | 000176438725000006 |
| Q1 2025 | 200 | 425,211 | NVDA, IVV, AAPL, AMZN | 13F-HR | 5/1/2025 | 000176438725000004 |
| Q4 2024 | 186 | 403,799 | NVDA, AAPL, IVV, AMZN | 13F-HR | 1/28/2025 | 000201119525000001 |
| Q3 2024 | 165 | 340,009 | NVDA, AAPL, MSFT, IVV | 13F-HR | 11/4/2024 | 000176438724000011 |
| Q2 2024 | 142 | 309,084 | NVDA, MSFT, XLK, AAPL | 13F-HR | 7/19/2024 | 000176438724000008 |
| Q1 2024 | 150 | 289,505 | NVDA, MSFT, IVV, AMZN | 13F-HR | 5/2/2024 | 000176438724000005 |
| Q4 2023 | 139 | 253,822 | AAPL, MSFT, XLK, NVDA | 13F-HR | 2/12/2024 | 000201119524000001 |