| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 200 | 488,255 | SPY, FIXD, QQQ, MGOV | 13F-HR | 5/9/2025 | 000153675525000007 |
| Q4 2024 | 192 | 510,217 | SPY, FIXD, QQQ, IVV | 13F-HR | 1/27/2025 | 000153675525000003 |
| Q3 2024 | 194 | 506,427 | SPY, FIXD, QQQ, IVV | 13F-HR | 10/22/2024 | 000153675524000015 |
| Q2 2024 | 191 | 487,234 | SPY, FIXD, IVV, QQQ | 13F-HR | 8/13/2024 | 000153675524000008 |
| Q1 2024 | 185 | 424,446 | IVV, SPY, VNLA, QQQ | 13F-HR | 5/14/2024 | 000153675524000006 |
| Q4 2023 | 185 | 424,604 | IVV, SPY, VNLA, QQQ | 13F-HR | 2/14/2024 | 000161151824000003 |
| Q3 2023 | 189 | 336,172 | IVV, SPY, VNLA, IYW | 13F-HR | 11/13/2023 | 000153675523000003 |
| Q1 2017 | 278 | 91,771 | FDL, QQQ, IEMG, IEFA | 13F-HR | 4/20/2017 | 000121465917002640 |
| Q4 2016 | 255 | 101,446 | FDL, IWM, DVY, IJS | 13F-HR | 2/13/2017 | 000121465917001023 |
| Q3 2016 | 249 | 106,275 | FDL, AGG, DVY, IYM | 13F-HR | 10/28/2016 | 000121465916014255 |
| Q2 2016 | 255 | 84,903 | FDL, AGG, GLD, IYM | 13F-HR | 7/21/2016 | 000121465916012741 |
| Q1 2016 | 239 | 67,465 | AGG, NEAR, DIA, IJJ | 13F-HR | 4/26/2016 | 000121465916010963 |
| Q4 2015 | 245 | 29,441 | QQQ, SPY, IYR, IVW | 13F-HR | 1/27/2016 | 000121465916009052 |
| Q3 2015 | 242 | 85,712 | IJR, IJK, MDY, SPY | 13F-HR | 10/28/2015 | 000121465915007264 |
| Q2 2015 | 248 | 92,259 | IJR, MDY, EFA, IJK | 13F-HR | 7/30/2015 | 000121465915005657 |
| Q1 2015 | 254 | 113,719 | IJR, SPY, DIA, IYR | 13F-HR | 4/28/2015 | 000121465915003324 |
| Q4 2014 | 241 | 111,624 | SPY, QQQ, DIA, POWERSHARES SENIOR LOAN PORT ETF | 13F-HR | 1/23/2015 | 000121465915000544 |