Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2025 | 230 | 96,684 | SPY, QQQ, AAPL, OKE | 13F-HR | 5/14/2025 | 000186244325000005 |
Q4 2024 | 198 | 98,117 | SPY, VTI, AAPL, ADME | 13F-HR | 2/13/2025 | 000203611425000001 |
Q3 2024 | 212 | 106,715 | SPY, VTI, DRSK, AAPL | 13F-HR | 11/13/2024 | 000203611424000002 |