Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 160 | 8,717,807 | XLK, QQQ, SPY, IWF | 13F-HR | 10/15/2024 | 000093583624000632 |
Q2 2024 | 163 | 8,479,348 | QQQ, XLK, SPY, IWF | 13F-HR | 7/22/2024 | 000093583624000489 |
Q1 2024 | 162 | 8,015,552 | XLK, QQQ, SPY, IWF | 13F-HR | 4/11/2024 | 000093583624000353 |
Q4 2023 | 147 | 6,504,989 | XLK, QQQ, IWF, IVV | 13F-HR | 1/16/2024 | 000093583624000038 |
Q3 2023 | 153 | 5,915,694 | XLK, IWF, QQQ, IVV | 13F-HR | 10/12/2023 | 000093583623000659 |
Q2 2023 | 139 | 5,918,388 | XLK, IWF, IVV, QQQ | 13F-HR | 7/18/2023 | 000093583623000522 |
Q1 2023 | 128 | 4,879,793 | XLK, VTV, IVV, XLV | 13F-HR | 4/13/2023 | 000093583623000360 |
Q4 2022 | 117 | 4,135,679 | VTV, XLK, IVV, XLV | RESTATEMENT | 2/10/2023 | 000093583623000092 |
Q3 2022 | 112 | 3,726,798 | VTV, XLK, IVV, XLV | 13F-HR | 10/11/2022 | 000156761922018408 |
Q2 2022 | 115 | 3,993,639 | VTV, XLK, IVV, XLV | 13F-HR | 7/8/2022 | 000156761922013833 |
Q1 2022 | 119 | 5,673,363 | VTV, XLK, SPY, IVV | 13F-HR | 4/12/2022 | 000156761922008408 |
Q4 2021 | 142 | 7,177,713 | XLK, VTV, IVV, VOO | 13F-HR | 1/11/2022 | 000156761922000976 |
Q3 2021 | 133 | 6,649,109 | VTV, XLK, IVV, VOO | 13F-HR | 10/13/2021 | 000156761921018230 |
Q2 2021 | 137 | 6,784,605 | VTV, XLK, IVV, VOO | 13F-HR | 7/8/2021 | 000156761921013143 |
Q1 2021 | 133 | 6,083,229 | VTV, XLK, IVV, VOO | 13F-HR | 4/8/2021 | 000156761921007793 |
Q4 2020 | 129 | 5,868,611 | XLK, IVW, IVV, VOO | 13F-HR | 1/13/2021 | 000156761921000942 |
Q3 2020 | 113 | 4,072,181 | IVW, XLK, IVV, VOO | 13F-HR | 10/8/2020 | 000156761920017669 |
Q2 2020 | 103 | 3,217,902 | XLK, IVW, IVV, IBB | 13F-HR | 7/17/2020 | 000156761920013356 |
Q1 2020 | 83 | 1,986,682 | XLK, IVW, XLV, QQQ | 13F-HR | 4/9/2020 | 000156761920007708 |
Q4 2019 | 113 | 5,254,151 | SPY, DIA, IWF, XLK | 13F-HR | 1/22/2020 | 000156761920001340 |
Q3 2019 | 108 | 3,933,746 | SPY, IWF, IVW, XLK | 13F-HR | 10/17/2019 | 000156761919019680 |
Q2 2019 | 104 | 3,719,495 | SPY, IWF, IVW, XLK | 13F-HR | 7/10/2019 | 000156761919014620 |
Q1 2019 | 111 | 3,758,906 | SPY, QQQ, IWF, IVW | 13F-HR | 4/12/2019 | 000156761919008745 |
Q4 2018 | 103 | 2,281,838 | SPY, IWF, IVW, XLK | 13F-HR | 1/15/2019 | 000156761919001148 |
Q3 2018 | 127 | 4,614,035 | QQQ, FBT, SPY, IWF | 13F-HR | 10/5/2018 | 000156761918003727 |
Q2 2018 | 114 | 3,759,020 | IWF, SPY, IVW, IWO | 13F-HR | 7/10/2018 | 000114036118032026 |
Q1 2018 | 126 | 3,445,066 | DIA, QQQ, IWF, IVW | 13F-HR | 4/13/2018 | 000114036118018401 |
Q4 2017 | 126 | 4,556,344 | QQQ, DIA, VOO, IWF | 13F-HR | 1/11/2018 | 000114036118001746 |
Q3 2017 | 116 | 4,066,516 | QQQ, DIA, VOO, IWF | 13F-HR | 10/10/2017 | 000114036117037927 |
Q2 2017 | 121 | 3,823,331 | QQQ, DIA, VOO, IWF | 13F-HR | 7/12/2017 | 000114036117027656 |
Q1 2017 | 122 | 3,527,522 | QQQ, VOO, DIA, IWF | 13F-HR | 4/7/2017 | 000114036117015178 |
Q4 2016 | 107 | 3,002,975 | QQQ, VOO, DIA, SPY | 13F-HR | 1/9/2017 | 000114036117001164 |
Q3 2016 | 101 | 2,447,011 | VOO, SPY, IWF, IVW | 13F-HR | 10/19/2016 | 000114036116083038 |
Q2 2016 | 109 | 1,527,535 | SPY, IWF, IVW, XLP | 13F-HR | 7/8/2016 | 000114036116071963 |
Q1 2016 | 108 | 1,423,947 | SPY, IWF, IVW, XLP | 13F-HR | 4/13/2016 | 000114036116060971 |
Q4 2015 | 127 | 2,125,277 | FDN, QQQ, IWF, IVW | 13F-HR | 1/12/2016 | 000114036116047583 |
Q3 2015 | 130 | 1,251,128 | IWF, QQQ, SPY, IVW | 13F-HR | 10/15/2015 | 000114036115037668 |
Q2 2015 | 179 | 2,808,794 | SPY, IWF, IVW, QQQ | 13F-HR | 7/22/2015 | 000114036115028189 |
Q1 2015 | 177 | 2,915,350 | SPY, IVW, IWF, IWD | 13F-HR | 4/14/2015 | 000114036115015336 |
Q4 2014 | 179 | 2,516,381 | IVW, SPY, IWD, IVV | 13F-HR | 1/8/2015 | 000114036115001073 |
Q3 2014 | 179 | 2,430,875 | SPY, MDY, IWD, SBUX | 13F-HR | 10/7/2014 | 000114036114037454 |
Q2 2014 | 189 | 2,216,302 | MDY, SPY, IBB, IWD | 13F-HR | 7/9/2014 | 000114036114028017 |
Q1 2014 | 182 | 2,545,507 | FDN, MDY, SPY, IBB | 13F-HR | 4/9/2014 | 000114036114016115 |
Q4 2013 | 183 | 2,607,760 | FDN, MDY, IWD, SPY | 13F-HR | 1/9/2014 | 000114036114001423 |