Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 1,262 | 138,102 | NVDA, AAPL, MSFT, VUG | 13F-HR | 8/12/2025 | 000205828525000004 |
Q1 2025 | 1,192 | 126,009 | NVDA, AAPL, SPY, HYG | 13F-HR | 4/30/2025 | 000205828525000003 |
Q4 2024 | 1,176 | 144,716 | NVDA, AAPL, SPY, RSP | 13F-HR | 2/28/2025 | 000205828525000002 |