| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 299 | 14,867,484 | VOO, SPY, QQQM, QQQ | 13F-HR | 7/20/2026 | 000117891326003532 |
| Q1 2026 | 232 | 9,120,130 | SPY, QQQM, QQQ, XLC | 13F-HR | 4/29/2026 | 000117891326002286 |
| Q4 2025 | 241 | 8,662,015 | SPY, QQQM, QQQ, XLC | 13F-HR | 2/10/2026 | 000117891326000385 |
| Q3 2025 | 236 | 7,567,043 | SPY, QQQM, XLF, AMD | 13F-HR | 10/29/2025 | 000117891325003581 |
| Q2 2025 | 217 | 7,418,247 | SPY, AMD, NKE, QQQM | 13F-HR | 7/23/2025 | 000117891325002449 |
| Q1 2025 | 216 | 5,425,060 | QQQM, SPY, XLF, XLV | 13F-HR | 5/12/2025 | 000117891325001704 |
| Q4 2024 | 221 | 5,928,504 | SPY, QQQM, XLF, QQQ | 13F-HR | 2/3/2025 | 000117891325000282 |
| Q3 2024 | 227 | 5,967,710 | SPY, XLF, QQQM, QQQ | 13F-HR | 10/28/2024 | 000117891324003381 |
| Q2 2024 | 221 | 5,616,113 | SPY, XLF, QQQ, QQQM | 13F-HR | 7/29/2024 | 000117891324002334 |
| Q1 2024 | 230 | 5,103,671 | SPY, XLF, QQQ, RSP | 13F-HR | 5/1/2024 | 000117891324001511 |
| Q4 2023 | 336 | 6,805,334 | VOO, QQQ, SPY, XLF | 13F-HR | 1/29/2024 | 000117891324000265 |
| Q3 2023 | 334 | 6,173,224 | VOO, SPY, XLF, QQQ | 13F-HR | 10/30/2023 | 000117891323003428 |
| Q2 2023 | 530 | 6,233,696 | VOO, SPY, XLV, XLF | NEW HOLDINGS | 8/10/2023 | 000117891323002808 |
| Q2 2023 | 412 | 6,219,497 | VOO, SPY, XLV, XLF | 13F-HR | 7/24/2023 | 000117891323002527 |
| Q1 2023 | 355 | 5,791,759 | SPY, VOO, XLF, XLV | 13F-HR | 5/11/2023 | 000117891323001828 |
| Q4 2022 | 356 | 5,823,993 | SPY, QQQ, XLV, VOO | 13F-HR | 2/6/2023 | 000117891323000380 |
| Q3 2022 | 361 | 5,674,834 | QQQ, SPY, VOO, XLV | 13F-HR | 10/31/2022 | 000117891322003759 |
| Q2 2022 | 335 | 5,857,501 | QQQ, VOO, XLV, SPY | 13F-HR | 8/1/2022 | 000117891322002846 |
| Q1 2022 | 382 | 6,741,155 | SPY, XLF, QQQ, VOO | 13F-HR | 5/9/2022 | 000117891322001824 |
| Q4 2021 | 383 | 6,137,418 | QQQ, SPY, MSFT, VOO | 13F-HR | 2/8/2022 | 000117891322000443 |
| Q3 2021 | 404 | 6,099,601 | QQQ, SPY, XLF, VOO | 13F-HR | 11/3/2021 | 000117891321003354 |
| Q2 2021 | 412 | 3,912,353 | XLF, SPY, XLE, QQQ | NEW HOLDINGS | 8/18/2021 | 000117891321002758 |
| Q2 2021 | 411 | 3,900,738 | XLF, SPY, XLE, QQQ | 13F-HR | 8/5/2021 | 000117891321002543 |
| Q1 2021 | 379 | 3,572,694 | QCLN, PSI, XLF, MSFT | 13F-HR | 5/6/2021 | 000117891321001639 |
| Q4 2020 | 413 | 2,553,682 | MSFT, SEDG, IVV, QQQ | 13F-HR | 2/2/2021 | 000117891321000314 |
| Q3 2020 | 394 | 2,016,871 | XLF, XLK, MSFT, KRNT | 13F-HR | 11/5/2020 | 000117891320003015 |
| Q2 2020 | 385 | 1,671,418 | XLK, XLF, KRNT, XLV | 13F-HR | 8/10/2020 | 000117891320002311 |
| Q1 2020 | 376 | 1,340,368 | XLV, XLK, XLF, BABA | 13F-HR | 5/11/2020 | 000117891320001386 |
| Q4 2019 | 422 | 1,378,016 | XLF, XLK, MLNX, VOX | 13F-HR | 2/10/2020 | 000117891320000305 |
| Q3 2019 | 441 | 1,392,843 | XLK, XLF, MLNX, XLP | 13F-HR | 11/14/2019 | 000117891319002724 |
| Q2 2019 | 429 | 1,503,443 | XLF, XLK, MLNX, SEDG | 13F-HR | 8/14/2019 | 000117891319002175 |
| Q1 2019 | 390 | 1,783,434 | IVV, MLNX, XLF, XLP | 13F-HR | 5/13/2019 | 000117891319001419 |
| Q4 2018 | 336 | 1,616,235 | MLNX, XLF, SEDG, MYL | 13F-HR | 2/13/2019 | 000117891319000420 |
| Q3 2018 | 441 | 2,051,198 | MYL, VWO, ICL, MLNX | 13F-HR | 11/14/2018 | 000117891318002927 |
| Q2 2018 | 422 | 2,237,939 | ICL, GZTGF, PRGO, MLNX | 13F-HR | 8/14/2018 | 000117891318002395 |
| Q1 2018 | 339 | 1,965,137 | IVV, QQQ, MYL, MLNX | 13F-HR | 5/15/2018 | 000117891318001654 |
| Q4 2017 | 201 | 1,711,684 | EEM, VWO, XLE, IYG | 13F-HR | 2/15/2018 | 000117891318000587 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
6 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 9/16/2026. View all