| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1 | 0 | 13F-HR | 11/7/2024 | 000117266124004514 | |
| Q2 2024 | 11 | 31,507 | MDT, DY, QQQ, CSL | 13F-HR | 8/13/2024 | 000117266124003264 |
| Q1 2024 | 31 | 42,370 | MDT, MSFT, DY, BRK-B | 13F-HR | 5/14/2024 | 000117266124002305 |
| Q4 2023 | 11 | 29,002 | MDT, DY, QQQ, BRK-B | 13F-HR | 6/21/2024 | 000117266124002600 |
| Q3 2023 | 11 | 29,002 | MDT, DY, QQQ, BRK-B | 13F-HR | 6/21/2024 | 000117266124002599 |
| Q2 2023 | 8 | 31,277 | MDT, DY, TSLA, AAPL | 13F-HR | 6/21/2024 | 000117266124002598 |
| Q1 2023 | 9 | 29,326 | MDT, WINA, TSLA, DY | 13F-HR | 6/21/2024 | 000117266124002597 |
| Q4 2022 | 8 | 28,191 | MDT, WINA, DY, AAPL | 13F-HR | 6/21/2024 | 000117266124002596 |
| Q3 2022 | 9 | 29,855 | MDT, WINA, TSLA, AAPL | 13F-HR | 6/21/2024 | 000117266124002595 |
| Q2 2022 | 15 | 34,185 | MDT, WINA, TSLA, AAPL | 13F-HR | 6/21/2024 | 000117266124002594 |
| Q1 2022 | 9 | 41,056 | MDT, TSLA, WINA, AAPL | 13F-HR | 6/21/2024 | 000117266124002593 |
| Q4 2021 | 10 | 40,245 | MDT, TSLA, WINA, AAPL | 13F-HR | 6/21/2024 | 000117266124002592 |
| Q3 2021 | 9 | 44,962 | MDT, TSLA, WINA, LAZY | 13F-HR | 6/21/2024 | 000117266124002591 |
| Q2 2021 | 9 | 43,282 | MDT, TSLA, WINA, AAPL | 13F-HR | 6/21/2024 | 000117266124002590 |
| Q1 2021 | 8 | 41,018 | MDT, TSLA, WINA, AAPL | 13F-HR | 6/21/2024 | 000117266124002589 |
| Q4 2020 | 14 | 45,864 | MDT, TSLA, GLD, WINA | 13F-HR | 6/21/2024 | 000117266124002588 |
| Q3 2020 | 16 | 41,261 | MDT, WINA, TSLA, KYN | 13F-HR | 6/21/2024 | 000117266124002587 |
| Q2 2020 | 12 | 35,251 | MDT, WINA, KYN, IWV | 13F-HR | 6/21/2024 | 000117266124002586 |
| Q1 2020 | 10 | 32,488 | MDT, WINA, KYN, IWV | 13F-HR | 6/21/2024 | 000117266124002585 |
| Q4 2019 | 19 | 50,302 | MDT, WINA, KYN, TYG | 13F-HR | 6/21/2024 | 000117266124002584 |
| Q3 2019 | 12 | 49,390 | MDT, KYN, WINA, TYG | 13F-HR | 6/21/2024 | 000117266124002583 |
| Q2 2019 | 12 | 46,490 | MDT, KYN, WINA, TYG | 13F-HR | 6/21/2024 | 000117266124002582 |
| Q1 2019 | 12 | 45,875 | MDT, KYN, WINA, TYG | 13F-HR | 6/21/2024 | 000117266124002581 |