| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,070 | 23,714,111 | TLT, IWM, MSFT, AAPL | 13F-HR | 2/13/2024 | 000199937124001981 |
| Q3 2023 | 1,072 | 17,014,537 | TLT, IWM, AAPL, MSFT | 13F-HR | 11/13/2023 | 000183988223030365 |
| Q2 2023 | 1,089 | 17,738,047 | TLT, IWM, AAPL, MSFT | 13F-HR | 8/11/2023 | 000138713123009651 |
| Q1 2023 | 1,140 | 14,757,922 | TLT, IWM, NVDA, AAPL | 13F-HR | 5/11/2023 | 000138713123006347 |
| Q4 2022 | 1,120 | 11,943,692 | IWM, TLT, AAPL, MSFT | 13F-HR | 2/13/2023 | 000138713123001833 |
| Q3 2022 | 1,137 | 9,395,419 | IWM, AAPL, TLT, MSFT | 13F-HR | 11/14/2022 | 000138713122011327 |
| Q2 2022 | 1,124 | 10,866,885 | IVV, IWM, FXI, AAPL | 13F-HR | 8/12/2022 | 000138713122008673 |
| Q1 2022 | 1,217 | 16,871,843 | IVV, IWM, NVDA, AAPL | 13F-HR | 5/13/2022 | 000138713122006076 |
| Q4 2021 | 1,298 | 19,001,229 | IVV, IWM, AAPL, MSFT | 13F-HR | 2/10/2022 | 000138713122001528 |
| Q3 2021 | 1,252 | 14,635,822 | IVV, IWM, AAPL, GDX | 13F-HR | 11/10/2021 | 000138713121010907 |
| Q2 2021 | 1,253 | 15,879,035 | IVV, IWM, GDX, NVDA | 13F-HR | 8/10/2021 | 000138713121008282 |
| Q1 2021 | 1,159 | 14,636,246 | IVV, IWM, GDX, INTC | 13F-HR | 5/10/2021 | 000138713121005442 |
| Q4 2020 | 1,007 | 10,233,112 | IVV, IWM, GDX, AAPL | 13F-HR | 2/10/2021 | 000138713121001970 |
| Q3 2020 | 949 | 8,269,264 | IVV, GDX, IWM, GDXJ | 13F-HR | 11/13/2020 | 000138713120009858 |
| Q2 2020 | 970 | 7,097,210 | IVV, IWM, GDX, MSFT | 13F-HR | 8/7/2020 | 000138713120007182 |
| Q1 2020 | 596 | 2,388,659 | IVV, GDX, GDXJ, TLT | 13F-HR | 5/15/2020 | 000138713120004840 |
| Q4 2019 | 864 | 6,500,769 | IVV, GDX, XLK, IWM | 13F-HR | 2/10/2020 | 000138713120001206 |
| Q3 2019 | 798 | 6,394,409 | IVV, GDX, XLK, IWM | 13F-HR | 11/14/2019 | 000138713119008676 |
| Q2 2019 | 795 | 5,688,443 | IVV, XLK, IWM, FXI | 13F-HR | 8/9/2019 | 000138713119005911 |
| Q1 2019 | 789 | 6,215,623 | IVV, IWM, XLK, GDX | 13F-HR | 5/15/2019 | 000138713119003645 |
| Q4 2018 | 616 | 4,584,532 | IVV, IWM, XLK, GDX | 13F-HR | 2/11/2019 | 000138713119001034 |
| Q3 2018 | 683 | 6,453,469 | IVV, GDX, XLK, IWM | 13F-HR | 11/9/2018 | 000138713118006041 |
| Q2 2018 | 648 | 6,693,748 | IVV, GDX, IWM, XLK | 13F-HR | 8/14/2018 | 000138713118003950 |
| Q1 2018 | 663 | 6,748,375 | IVV, IWM, GDX, XLK | 13F-HR | 5/15/2018 | 000138713118002129 |
| Q4 2017 | 699 | 5,788,926 | IVV, GDX, IWM, XLK | 13F-HR | 2/14/2018 | 000138713118000616 |
| Q3 2017 | 591 | 4,458,721 | IVV, GDX, GDXJ, XLE | 13F-HR | 11/13/2017 | 000138713117005417 |
| Q2 2017 | 544 | 3,483,760 | XLE, IVV, IWM, XLK | 13F-HR | 8/11/2017 | 000138713117004085 |
| Q1 2017 | 528 | 4,537,741 | GDX, GDXJ, XLE, IWM | 13F-HR | 5/11/2017 | 000138713117002628 |
| Q4 2016 | 443 | 2,183,222 | GDX, GDXJ, XLE, HYG | 13F-HR | 2/13/2017 | 000138713117000723 |
| Q3 2016 | 480 | 2,738,166 | GDX, GDXJ, XLE, SPY | 13F-HR | 11/14/2016 | 000138713116007912 |
| Q2 2016 | 501 | 1,478,695 | GDX, XLE, GDXJ, XLV | 13F-HR | 8/9/2016 | 000138713116006391 |
| Q1 2016 | 505 | 1,839,855 | GDX, IWM, XLE, JNK | 13F-HR | 5/12/2016 | 000138713116005430 |
| Q4 2015 | 521 | 831,245 | XLE, SPY, WFC, JPM | 13F-HR | 2/12/2016 | 000138713116004173 |
| Q3 2015 | 548 | 1,266,235 | XLE, IWM, SPY, GDX | 13F-HR | 11/12/2015 | 000138713115003266 |
| Q2 2015 | 518 | 1,489,448 | GDX, XLE, XLV, IWM | 13F-HR | 8/12/2015 | 000138713115002405 |
| Q1 2015 | 557 | 1,326,786 | XLE, GDX, HYG, JNK | 13F-HR | 5/14/2015 | 000138713115001675 |
| Q4 2014 | 351 | 440,667 | GDX, EEM, VNQ, BRK-B | 13F-HR | 2/13/2015 | 000138713115000559 |
| Q3 2014 | 357 | 929,361 | GDX, SPY, GDXJ, EEM | 13F-HR | 11/14/2014 | 000110465914080726 |
| Q2 2014 | 336 | 519,877 | JNK, GDX, HYG, EEM | 13F-HR | 8/13/2014 | 000110465914060339 |
| Q1 2014 | 254 | 483,066 | GDX, XLV, IWM, RSX | 13F-HR | 5/14/2014 | 000110465914038429 |
| Q4 2013 | 272 | 418,236 | GDX, SPY, EEM, IWM | 13F-HR | 2/6/2014 | 000110465914007178 |