Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 615 | 1,899,458 | AAPL, MSFT, XLK, NVDA | 13F-HR | 11/5/2024 | 000139834424019977 |
Q2 2024 | 1,934 | 1,830,735 | AAPL, MSFT, XLK, NVDA | 13F-HR | 8/6/2024 | 000201966324000023 |
Q1 2024 | 598 | 1,745,896 | MSFT, AAPL, XLK, IJR | 13F-HR | 4/22/2024 | 000201966324000001 |
Q4 2023 | 578 | 1,590,461 | AAPL, MSFT, XLK, VO | 13F-HR | 4/22/2024 | 000201966324000002 |
Q3 2023 | 561 | 1,371,469 | AAPL, MSFT, CHRW, VO | 13F-HR | 4/22/2024 | 000201966324000003 |
Q2 2023 | 574 | 1,308,623 | AAPL, MSFT, CHRW, XLK | 13F-HR | 4/22/2024 | 000201966324000021 |
Q1 2023 | 495 | 1,141,541 | AAPL, MSFT, CHRW, SPY | 13F-HR | 4/22/2024 | 000201966324000020 |
Q4 2022 | 472 | 1,006,136 | AAPL, CHRW, MSFT, JPST | 13F-HR | 4/22/2024 | 000201966324000019 |
Q3 2022 | 446 | 885,538 | AAPL, CHRW, MSFT, SHY | 13F-HR | 4/22/2024 | 000201966324000018 |
Q2 2022 | 448 | 924,480 | AAPL, CHRW, MSFT, BIL | 13F-HR | 4/22/2024 | 000201966324000017 |
Q1 2022 | 467 | 1,143,098 | AAPL, MSFT, CHRW, XLK | 13F-HR | 4/22/2024 | 000201966324000016 |
Q4 2021 | 441 | 1,029,618 | XLK, AAPL, CHRW, HYG | 13F-HR | 4/22/2024 | 000201966324000015 |
Q3 2021 | 363 | 692,365 | CHRW, XLK, HYG, SHY | 13F-HR | 4/22/2024 | 000201966324000014 |
Q2 2021 | 333 | 655,001 | CHRW, HYG, XLK, JNK | 13F-HR | 4/22/2024 | 000201966324000013 |
Q1 2021 | 296 | 591,026 | CHRW, SHY, HYG, XLK | 13F-HR | 4/22/2024 | 000201966324000012 |
Q4 2020 | 300 | 523,881 | CHRW, HYG, JNK, AAPL | 13F-HR | 4/22/2024 | 000201966324000011 |
Q3 2020 | 251 | 397,917 | SPY, HYG, JNK, AAPL | 13F-HR | 4/22/2024 | 000201966324000010 |
Q2 2020 | 230 | 336,734 | IEF, SPTI, AAPL, MSFT | 13F-HR | 4/22/2024 | 000201966324000009 |
Q1 2020 | 209 | 244,456 | HYG, JNK, HYLB, USHY | 13F-HR | 4/22/2024 | 000201966324000008 |
Q4 2019 | 225 | 303,212 | HYG, JNK, IVV, IWR | 13F-HR | 4/22/2024 | 000201966324000007 |
Q3 2019 | 184 | 239,629 | HYG, JNK, UPRO, UDOW | 13F-HR | 4/22/2024 | 000201966324000006 |
Q2 2019 | 182 | 260,043 | IEF, SPTI, SPTL, LMBS | 13F-HR | 4/22/2024 | 000201966324000005 |
Q1 2019 | 195 | 243,283 | HYG, JNK, XMLV, BKLN | 13F-HR | 4/22/2024 | 000201966324000004 |