| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 143 | 340,061 | IWF, IWD, EFA, IWM | 13F-HR | 5/3/2024 | 000117266124002005 |
| Q4 2023 | 134 | 312,079 | IWF, IWD, EFA, AAPL | 13F-HR | 2/13/2024 | 000117266124000777 |
| Q3 2023 | 129 | 286,007 | IWF, IWD, EFA, AAPL | 13F-HR | 11/1/2023 | 000117266123003569 |
| Q2 2023 | 128 | 292,851 | IWF, IWD, EFA, AAPL | 13F-HR | 8/1/2023 | 000117266123002701 |
| Q1 2023 | 93 | 224,921 | IWF, IWD, EFA, AAPL | 13F-HR | 5/9/2023 | 000117266123001909 |
| Q4 2022 | 86 | 204,898 | IWD, IWF, EFA, IWM | 13F-HR | 1/26/2023 | 000117266123000295 |
| Q3 2022 | 76 | 185,706 | IWF, IWD, EFA, IWM | 13F-HR | 11/2/2022 | 000160658722002110 |
| Q2 2022 | 73 | 189,833 | IWD, IWF, EFA, SRLN | 13F-HR | 8/5/2022 | 000160658722001622 |
| Q1 2022 | 86 | 219,201 | IWF, IWD, EFA, IWM | 13F-HR | 5/2/2022 | 000160658722000853 |
| Q4 2021 | 88 | 223,847 | IWF, IWD, EFA, IWM | 13F-HR | 1/28/2022 | 000160658722000156 |
| Q3 2021 | 91 | 210,483 | IWF, IWD, EFA, IWM | 13F-HR | 10/22/2021 | 000160658721001372 |
| Q2 2021 | 90 | 206,680 | IWF, IWD, EFA, IWM | 13F-HR | 7/26/2021 | 000160658721000886 |
| Q1 2021 | 87 | 201,267 | IWF, IWD, EFA, IWM | 13F-HR | 4/30/2021 | 000160658721000508 |
| Q4 2020 | 82 | 171,652 | IWF, IWD, EFA, IWM | 13F-HR | 2/5/2021 | 000160658721000209 |
| Q3 2020 | 84 | 154,827 | IWF, IWD, EFA, IWM | 13F-HR | 10/14/2020 | 000160658720001024 |
| Q2 2020 | 85 | 142,782 | IWF, IWD, EFA, IWM | 13F-HR | 7/17/2020 | 000160658720000758 |
| Q1 2020 | 82 | 130,439 | IWF, IWD, EFA, IWM | 13F-HR | 4/29/2020 | 000160658720000498 |
| Q4 2019 | 96 | 141,550 | IWF, IWD, EFA, IWM | 13F-HR | 1/21/2020 | 000160658720000074 |
| Q3 2019 | 109 | 132,742 | IWF, IWD, EFA, IWM | 13F-HR | 10/30/2019 | 000160658719000943 |
| Q2 2019 | 106 | 134,186 | IWD, IWF, EFA, IWM | 13F-HR | 7/30/2019 | 000160658719000704 |
| Q1 2019 | 115 | 131,855 | IWD, IWF, EFA, IWM | 13F-HR | 4/24/2019 | 000160658719000399 |
| Q4 2018 | 115 | 121,162 | IWD, IWF, EFA, IWM | 13F-HR | 1/23/2019 | 000160658719000060 |
| Q3 2018 | 125 | 111,476 | EFA, IWD, SPY, IWF | 13F-HR | 10/26/2018 | 000160658718000787 |
| Q2 2018 | 113 | 101,266 | EFA, IWD, SPY, IWF | 13F-HR | 8/1/2018 | 000160658718000578 |
| Q1 2018 | 108 | 100,474 | EFA, CLAYMORE EXCHANGE TRD FD TR, IWD, SPY | 13F-HR | 5/2/2018 | 000160658718000371 |
| Q4 2017 | 632 | 113,914 | CLAYMORE EXCHANGE TRD FD TR, IWD, SPY, EFA | 13F-HR | 3/1/2018 | 000160658718000254 |