| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,263 | 10,508,404 | SPYG, IVV, VONG, VUG | 13F-HR | 2/12/2025 | 000153215525000044 |
| Q3 2024 | 1,256 | 10,331,264 | SPYG, IVV, VONG, VUG | 13F-HR | 11/14/2024 | 000153215524000158 |
| Q2 2024 | 1,210 | 9,505,688 | SPYG, VONG, IVV, VUG | 13F-HR | 8/14/2024 | 000153215524000114 |
| Q1 2024 | 1,161 | 8,879,092 | SPYG, IVV, VONG, QQQ | 13F-HR | 5/14/2024 | 000153215524000102 |
| Q4 2023 | 1,131 | 8,106,872 | SPYG, IVV, VONG, QQQ | 13F-HR | 2/12/2024 | 000153215524000007 |
| Q3 2023 | 1,067 | 6,971,787 | SPYG, VONG, IVV, JKE | 13F-HR | 11/14/2023 | 000153215523000162 |
| Q2 2023 | 1,039 | 6,957,992 | SPYG, VONG, VUG, QQQ | 13F-HR | 8/15/2023 | 000153215523000146 |
| Q1 2023 | 975 | 6,254,616 | SPYG, VUG, VONG, JKE | 13F-HR | 5/15/2023 | 000153215523000139 |
| Q4 2022 | 897 | 5,746,414 | SPYG, VUG, VONG, IVV | 13F-HR | 2/14/2023 | 000153215523000125 |
| Q3 2022 | 865 | 5,117,864 | SPYG, VUG, VONG, JKE | 13F-HR | 11/14/2022 | 000153215522000119 |
| Q2 2022 | 853 | 5,240,394 | SPYG, VUG, VONG, JKE | 13F-HR | 8/15/2022 | 000153215522000111 |
| Q1 2022 | 868 | 6,111,208 | VUG, VONG, JKE, QQQ | 13F-HR | 5/13/2022 | 000153215522000101 |
| Q4 2021 | 852 | 6,349,539 | VUG, VONG, JKE, XLK | 13F-HR | 2/11/2022 | 000153215522000002 |
| Q3 2021 | 829 | 5,859,730 | VUG, JKE, VONG, XLK | 13F-HR | 11/12/2021 | 000153215521000132 |
| Q2 2021 | 812 | 5,804,213 | VUG, JKE, VONG, XLK | 13F-HR | 8/11/2021 | 000153215521000114 |
| Q1 2021 | 745 | 4,729,819 | IWF, XLK, VGT, IVW | 13F-HR | 5/14/2021 | 000153215521000099 |
| Q4 2020 | 678 | 4,392,014 | IWF, IVW, VGT, XLK | 13F-HR | 2/9/2021 | 000153215521000089 |
| Q3 2020 | 622 | 3,875,763 | IWF, IVW, VGT, XLK | 13F-HR | 11/13/2020 | 000153215520000187 |
| Q2 2020 | 622 | 3,474,326 | IWF, IVW, VUG, IVV | 13F-HR | 8/13/2020 | 000153215520000161 |
| Q1 2020 | 578 | 2,784,218 | IWF, IVW, VUG, IVV | 13F-HR | 5/15/2020 | 000153215520000138 |
| Q4 2019 | 583 | 3,422,437 | IWF, IVW, VUG, JKE | RESTATEMENT | 5/28/2020 | 000153215520000150 |