Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 1,061 | 190,272 | NVDA, VOO, AAPL, MSFT | 13F-HR | 7/21/2025 | 000205763725000003 |
Q1 2025 | 1,286 | 244,532 | AAPL, NVDA, VOO, MSFT | 13F-HR | 5/15/2025 | 000205763725000002 |
Q4 2024 | 1,171 | 218,360 | AAPL, NVDA, VOO, MSFT | 13F-HR | 2/24/2025 | 000205763725000001 |