| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 104 | 2,159,682 | AAPL, MSFT, NVDA, IEMG | 13F-HR | 11/14/2024 | 000142050624002491 |
| Q2 2024 | 147 | 1,727,349 | AAPL, MSFT, IEMG, IVOO | 13F-HR | 8/7/2024 | 000142050624001281 |
| Q1 2024 | 152 | 1,377,698 | AAPL, VOO, IVOO, IEFA | 13F-HR | 5/13/2024 | 000142050624000765 |
| Q4 2023 | 148 | 1,395,902 | AAPL, IVOO, VOO, IEFA | 13F-HR | 2/12/2024 | 000142050624000220 |
| Q3 2023 | 139 | 1,302,988 | AAPL, IVOO, VOO, IEMG | 13F-HR | 11/13/2023 | 000142050623002023 |
| Q2 2023 | 141 | 1,742,367 | AAPL, LQD, IEMG, IVOO | 13F-HR | 8/14/2023 | 000089759923000005 |
| Q1 2023 | 147 | 1,765,236 | LQD, VCLT, AAPL, IEMG | 13F-HR | 5/11/2023 | 000089759923000004 |
| Q4 2022 | 146 | 1,506,172 | AAPL, IVOO, IEMG, IEFA | RESTATEMENT | 2/14/2023 | 000089759923000003 |
| Q3 2022 | 144 | 1,243,272 | IVOO, IEMG, AAPL, IEFA | 13F-HR | 11/3/2022 | 000089759922000008 |
| Q2 2022 | 149 | 1,471,999 | BND, IVOO, IEMG, DBC | 13F-HR | 8/12/2022 | 000089759922000007 |
| Q1 2022 | 151 | 1,816,606 | BND, IVOO, IEMG, SPY | 13F-HR | 5/12/2022 | 000089759922000005 |
| Q4 2021 | 173 | 1,868,240 | BND, IVOO, IEMG, VOO | 13F-HR | 2/10/2022 | 000089759922000003 |
| Q3 2021 | 82 | 1,844,914 | BND, IYR, XLU, IEMG | 13F-HR | 11/12/2021 | 000089759921000009 |
| Q2 2021 | 86 | 1,912,504 | IYR, BND, XLU, IEMG | 13F-HR | 8/6/2021 | 000089759921000007 |
| Q1 2021 | 82 | 1,955,289 | BND, IYR, IEMG, XLU | 13F-HR | 5/12/2021 | 000089759921000005 |
| Q4 2020 | 74 | 1,933,059 | BND, IYR, IEMG, XLU | RESTATEMENT | 2/12/2021 | 000089759921000004 |
| Q3 2020 | 68 | 1,613,574 | AGG, IYR, VOO, XLU | 13F-HR | 11/13/2020 | 000089759920000009 |
| Q2 2020 | 64 | 1,513,794 | IYR, AGG, XLU, VOO | 13F-HR | 7/31/2020 | 000089759920000007 |
| Q1 2020 | 64 | 1,466,021 | VOO, AGG, IYR, XLU | 13F-HR | 4/23/2020 | 000089759920000005 |
| Q4 2019 | 63 | 1,893,076 | VOO, IYR, AGG, XLU | 13F-HR | 2/10/2020 | 000089759920000003 |
| Q3 2019 | 76 | 1,574,949 | VOO, IYR, AGG, XLU | 13F-HR | 11/14/2019 | 000089759919000008 |
| Q2 2019 | 102 | 2,205,128 | XLE, VOO, IYR, AGG | 13F-HR | 8/14/2019 | 000089759919000006 |
| Q1 2019 | 106 | 2,186,069 | XLE, XLK, IYR, VOO | 13F-HR | 5/10/2019 | 000089759919000004 |
| Q4 2018 | 79 | 2,118,029 | XLE, XLK, VOO, XLF | 13F-HR | 2/1/2019 | 000089759919000002 |
| Q3 2018 | 70 | 2,325,111 | XLE, VOO, XLK, XLV | 13F-HR | 11/13/2018 | 000089759918000008 |
| Q2 2018 | 78 | 2,125,387 | XLK, XLE, VOO, XLY | 13F-HR | 8/14/2018 | 000089759918000006 |
| Q1 2018 | 127 | 2,414,674 | XLK, XLE, EEM, VOO | 13F-HR | 4/26/2018 | 000089759918000004 |
| Q4 2017 | 126 | 2,170,863 | XLE, XLK, IYR, XLV | 13F-HR | 1/18/2018 | 000089759918000002 |
| Q3 2017 | 131 | 1,888,615 | XLK, XLE, IYR, XLV | 13F-HR | 11/6/2017 | 000089759917000007 |
| Q2 2017 | 130 | 1,823,778 | XLK, IYR, XLV, XLF | 13F-HR | 7/27/2017 | 000089759917000005 |
| Q1 2017 | 123 | 1,758,292 | XLK, IYR, XLV, XLF | 13F-HR | 5/9/2017 | 000089759917000003 |
| Q4 2016 | 114 | 1,195,482 | XLK, XLF, XLV, XLY | 13F-HR | 2/13/2017 | 000089759917000001 |
| Q3 2016 | 121 | 1,153,227 | XLK, XLF, XLY, XLV | 13F-HR | 11/2/2016 | 000089759916000009 |
| Q2 2016 | 111 | 1,009,565 | XLK, XLF, XLY, XLV | 13F-HR | 8/10/2016 | 000089759916000007 |
| Q1 2016 | 90 | 1,037,437 | XLK, XLF, XLV, XLY | 13F-HR | 4/29/2016 | 000089759916000006 |
| Q4 2015 | 89 | 1,062,314 | XLF, XLK, XLV, XLY | 13F-HR | 2/11/2016 | 000089759916000005 |
| Q3 2015 | 101 | 888,909 | XLF, XLK, XLY, XLV | 13F-HR | 11/12/2015 | 000089759915000004 |
| Q2 2015 | 131 | 2,019,630 | MOO, XLI, XOP, ITB | 13F-HR | 8/10/2015 | 000089759915000003 |
| Q1 2015 | 126 | 2,062,157 | MOO, XOP, XLI, ITB | 13F-HR | 5/8/2015 | 000089759915000002 |
| Q4 2014 | 123 | 2,346,874 | MOO, XLI, XLK, ITB | 13F-HR | 2/12/2015 | 000089759915000001 |
| Q3 2014 | 119 | 2,203,498 | MOO, XOP, XLI, XLK | 13F-HR | 11/12/2014 | 000089759914000004 |
| Q2 2014 | 131 | 2,196,055 | XOP, MOO, XLI, ITB | 13F-HR | 8/7/2014 | 000089759914000003 |
| Q1 2014 | 118 | 1,951,250 | MOO, XOP, XLI, XLF | 13F-HR | 5/1/2014 | 000089759914000002 |
| Q4 2013 | 102 | 1,796,590 | IGE, XLU, MOO, XLF | 13F-HR | 2/10/2014 | 000089759914000001 |