| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 96 | 137,279 | VGT, QQQM, NVDA, IVV | 13F-HR | 1/16/2026 | 000175496026000083 |
| Q3 2025 | 101 | 136,201 | VGT, QQQM, NVDA, IVV | 13F-HR | 1/16/2026 | 000175496026000082 |
| Q2 2025 | 80 | 110,814 | VGT, QQQM, IVV, VFH | 13F-HR | 1/16/2026 | 000175496026000081 |
| Q1 2025 | 41 | 96,497 | VGT, QQQM, IVV, VFH | 13F-HR | 4/24/2025 | 000175496025000249 |
| Q4 2024 | 39 | 102,362 | VGT, QQQM, IVV, VFH | 13F-HR | 1/16/2025 | 000175496025000039 |
| Q3 2024 | 37 | 94,848 | VGT, QQQM, IVV, VFH | 13F-HR | 10/15/2024 | 000175496024000490 |
| Q2 2024 | 27 | 58,848 | VGT, QQQM, LLY, IVV | 13F-HR | 8/1/2024 | 000175496024000378 |