Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2024 | 78 | 74,219 | QQQ, DFIV, XOM, RWJ | 13F-HR | 2/10/2025 | 000204487425000002 |
Q3 2024 | 81 | 72,565 | DFIV, QQQ, XOM, RWJ | 13F-HR | 11/14/2024 | 000204487424000001 |
Q2 2024 | 70 | 65,885 | QQQ, XOM, DFIV, RWJ | 13F-HR | 11/18/2024 | 000204487424000002 |
Q1 2024 | 72 | 62,525 | XOM, QQQ, DFIV, RWJ | 13F-HR | 11/18/2024 | 000204487424000003 |
Q4 2023 | 68 | 57,737 | XOM, QQQ, DFIV, RWJ | 13F-HR | 11/18/2024 | 000204487424000004 |