| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 367 | 832,892 | SPY, IVV, XLK, AAPL | 13F-HR | 5/7/2025 | 000148346725000006 |
| Q4 2024 | 361 | 850,860 | SPY, IVV, XLK, AAPL | 13F-HR | 2/5/2025 | 000176229425000004 |
| Q3 2024 | 384 | 846,685 | SPY, IVV, XLK, RDVI | 13F-HR | 11/8/2024 | 000176229424000005 |
| Q2 2024 | 375 | 790,068 | SPY, IVV, XLK, MSFT | 13F-HR | 8/8/2024 | 000201127424000007 |
| Q1 2024 | 372 | 817,197 | SPY, IVV, XLK, MSFT | 13F-HR | 5/6/2024 | 000201127424000005 |
| Q4 2023 | 339 | 721,840 | SPY, IVV, XLK, AAPL | 13F-HR | 2/14/2024 | 000201127424000001 |