| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 178 | 175,779 | AAPL, FDN, BRK-B, SLYG | 13F-HR | 4/16/2025 | 000108514625002139 |
| Q4 2024 | 184 | 183,556 | AAPL, FDN, BRK-B, SLYG | 13F-HR | 2/3/2025 | 000108514625000703 |
| Q3 2024 | 184 | 181,319 | AAPL, FDN, BRK-B, SLYG | 13F-HR | 10/9/2024 | 000108514624004758 |
| Q2 2024 | 176 | 169,076 | AAPL, FDN, BRK-B, SLYG | 13F-HR | 7/19/2024 | 000108514624003112 |
| Q1 2024 | 179 | 171,763 | AAPL, FDN, BRK-B, SLYG | 13F-HR | 5/1/2024 | 000108514624002175 |
| Q4 2023 | 172 | 158,368 | AAPL, FDN, SLYG, BRK-B | 13F-HR | 2/7/2024 | 000108514624000853 |
| Q3 2023 | 169 | 144,293 | AAPL, FDN, BRK-B, SLYG | 13F-HR | 1/11/2024 | 000108514624000211 |
| Q2 2023 | 174 | 149,528 | AAPL, FDN, SLYG, BRK-B | 13F-HR | 7/11/2023 | 000108514623002653 |
| Q4 2022 | 174 | 141,913 | AAPL, SLYG, FDN, BRK-B | 13F-HR | 2/14/2023 | 000108514623001303 |
| Q3 2022 | 172 | 142,399 | AAPL, FDN, SLYG, PSCH | 13F-HR | 11/14/2022 | 000108514622003977 |
| Q2 2022 | 178 | 151,663 | AAPL, FDN, SLYG, PSCH | 13F-HR | 7/28/2022 | 000108514622002633 |
| Q1 2022 | 186 | 182,506 | AAPL, FDN, SLYG, BRK-B | 13F-HR | 5/4/2022 | 000108514622001727 |
| Q4 2021 | 177 | 187,373 | FDN, AAPL, SLYG, PSCH | 13F-HR | 2/9/2022 | 000108514622000698 |
| Q3 2021 | 174 | 174,092 | FDN, AAPL, SLYG, PSCH | 13F-HR | 11/12/2021 | 000108514621003210 |
| Q3 2020 | 148 | 119,788 | FDN, SLYG, AAPL, PSCH | 13F-HR | 11/12/2020 | 000108514620002891 |
| Q2 2020 | 140 | 110,860 | FDN, SLYG, AAPL, PSCH | 13F-HR | 7/20/2020 | 000108514620001819 |
| Q1 2020 | 124 | 87,100 | FDN, SLYG, PSCH, RHS | 13F-HR | 5/7/2020 | 000108514620001339 |
| Q4 2019 | 143 | 113,442 | FDN, SLYG, IJT, PSCH | 13F-HR | 2/12/2020 | 000108514620000596 |
| Q3 2019 | 134 | 105,992 | FDN, SLYG, IJT, RHS | 13F-HR | 11/5/2019 | 000108514619002723 |
| Q2 2019 | 133 | 104,637 | FDN, SLYG, IJT, PSCH | 13F-HR | 8/14/2019 | 000108514619002265 |
| Q2 2018 | 124 | 97,088 | FDN, SLYG, IJT, REZ | 13F-HR | 8/14/2018 | 000108514618002040 |
| Q1 2018 | 107 | 75,740 | FDN, SLYG, IJT, REZ | 13F-HR | 5/14/2018 | 000108514618001409 |
| Q4 2017 | 141 | 182,598 | CLAYMORE EXCHANGE TRD FD TR, BRK-B, VEA, VWO | 13F-HR | 3/9/2018 | 000108514618000942 |