| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 125 | 119,448 | VOO, IUSB, TLT, MSFT | 13F-HR | 4/29/2024 | 000195175724000389 |
| Q4 2023 | 121 | 110,735 | VOO, ICSH, VEA, AGG | 13F-HR | 1/29/2024 | 000195175724000115 |
| Q3 2023 | 53 | 53,604 | ICSH, VOO, VEA, AGG | 13F-HR | 11/1/2023 | 000195175723000664 |
| Q2 2023 | 76 | 46,698 | IUSB, UCON, QQQ, FTCS | 13F-HR | 7/25/2023 | 000195175723000422 |
| Q1 2023 | 67 | 42,263 | IUSB, UCON, FSIG, FTCS | 13F-HR | 5/1/2023 | 000195175723000219 |
| Q4 2022 | 58 | 34,637 | UCON, IUSB, FTCS, BNDX | 13F-HR | 2/9/2023 | 000174084223000001 |
| Q3 2022 | 56 | 32,684 | AGG, QQQ, BNDX, VEU | 13F-HR | 11/14/2022 | 000195175722000030 |
| Q2 2022 | 64 | 38,488 | AGG, NVR, QQQ, FTCS | 13F-HR | 8/15/2022 | 000174084222000003 |
| Q1 2022 | 68 | 46,487 | FIXD, NVR, IEF, QQQ | 13F-HR | 5/13/2022 | 000174084222000002 |
| Q4 2021 | 103 | 419,588 | SPHB, RDVY, SOXX, XME | 13F-HR | 2/11/2022 | 000174084222000001 |
| Q3 2021 | 65 | 53,078 | IEF, IEFA, LQD, LMBS | 13F-HR | 11/16/2021 | 000174084221000004 |
| Q2 2021 | 64 | 54,885 | IEF, IEFA, BSV, LMBS | 13F-HR | 8/12/2021 | 000174084221000003 |
| Q1 2021 | 64 | 52,027 | IEF, NVR, FIXD, GTO | 13F-HR | 5/14/2021 | 000174084221000002 |
| Q4 2020 | 60 | 49,751 | IEF, NVR, FIXD, GTO | 13F-HR | 2/16/2021 | 000174084221000001 |
| Q3 2020 | 214 | 100,606 | MINT, GVI, SPY, JPST | 13F-HR | 10/9/2020 | 000174084220000003 |
| Q2 2020 | 329 | 102,443 | MINT, GVI, JPST, IWP | 13F-HR | 8/13/2020 | 000174084220000002 |
| Q1 2020 | 311 | 78,505 | GVI, JPST, IWP, SPY | 13F-HR | 5/11/2020 | 000174084220000001 |
| Q4 2019 | 323 | 101,570 | DALT, JPST, IWP, SPY | 13F-HR | 1/29/2020 | 000168305920000002 |
| Q3 2019 | 84 | 86,036 | DALT, JPST, IWP, PHB | 13F-HR | 11/14/2019 | 000174084219000004 |
| Q2 2019 | 330 | 95,667 | DALT, JPST, IWP, SPY | 13F-HR | 8/14/2019 | 000174084219000003 |
| Q1 2019 | 327 | 96,074 | DALT, SPY, JPST, IWP | 13F-HR | 5/9/2019 | 000174084219000002 |
| Q4 2018 | 324 | 94,274 | SPLV, IVV, NEAR, SPMD | 13F-HR | 2/8/2019 | 000174084219000001 |
| Q3 2018 | 333 | 103,737 | SPLV, IVV, NEAR, SPMD | 13F-HR | 11/14/2018 | 000174084218000005 |
| Q2 2018 | 316 | 99,986 | SPLV, IVV, IGIB, SPMD | 13F-HR | 8/10/2018 | 000174084218000004 |
| Q1 2018 | 328 | 115,460 | SPLV, IGIB, IVV, SPAB | 13F-HR | 5/16/2018 | 000174084218000001 |
| Q4 2017 | 316 | 118,071 | SPLV, LQD, IVV, IGIB | 13F-HR | 5/21/2018 | 000174084218000003 |