| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 377 | 2,596,933 | SPYM, SGOV, IAU, VTI | 13F-HR | 4/28/2026 | 000159830426000002 |
| Q4 2025 | 346 | 2,552,424 | SPYM, SGOV, IAU, VTI | 13F-HR | 2/13/2026 | 000159830426000001 |
| Q3 2025 | 303 | 2,351,763 | SPYM, SGOV, IAU, VTI | 13F-HR | 11/18/2025 | 000159830425000003 |
| Q2 2025 | 288 | 2,023,161 | SPYM, SGOV, IAU, VTI | 13F-HR | 8/12/2025 | 000108514625004951 |
| Q1 2025 | 268 | 1,851,949 | SPYM, SGOV, IAU, VTI | 13F-HR | 5/14/2025 | 000108514625003078 |
| Q4 2024 | 258 | 1,806,712 | SPYM, SGOV, IAU, VTI | 13F-HR | 2/10/2025 | 000108514625000953 |
| Q3 2024 | 252 | 1,668,537 | SPYM, IAU, SGOV, VTI | 13F-HR | 11/12/2024 | 000108514624005500 |
| Q2 2024 | 241 | 1,549,712 | SPYM, IAU, SGOV, VTI | 13F-HR | 8/12/2024 | 000108514624003732 |
| Q1 2024 | 225 | 1,426,137 | SPYM, IAU, SGOV, SPTS | 13F-HR | 5/9/2024 | 000108514624002365 |
| Q4 2023 | 199 | 1,324,151 | SPYM, SGOV, IAU, SHV | 13F-HR | 2/12/2024 | 000108514624001130 |
| Q3 2023 | 192 | 1,223,862 | SPYM, SGOV, SHV, SPTS | 13F-HR | 11/13/2023 | 000108514623004324 |
| Q2 2023 | 192 | 1,208,059 | SPYM, SHV, SGOV, IAU | 13F-HR | 8/14/2023 | 000108514623003456 |
| Q1 2023 | 185 | 1,098,132 | SPYM, SHV, SGOV, IAU | 13F-HR | 5/12/2023 | 000108514623002301 |
| Q4 2022 | 170 | 937,450 | SPYM, SHV, SHY, SGOV | 13F-HR | 2/13/2023 | 000108514623001113 |
| Q3 2022 | 183 | 794,789 | SHV, SHY, BIL, SPYM | 13F-HR | 11/14/2022 | 000108514622003963 |
| Q2 2022 | 181 | 641,119 | SHY, IAU, VTI, SPYM | 13F-HR | 8/15/2022 | 000108514622003058 |
| Q1 2022 | 191 | 840,698 | IAU, XLK, VTI, VOOG | 13F-HR | 5/13/2022 | 000108514622002079 |
| Q4 2021 | 202 | 1,122,650 | XLK, VOOG, IGM, VTI | 13F-HR | 2/9/2022 | 000108514622000697 |
| Q3 2021 | 201 | 991,654 | XLK, VOOG, IGM, VTI | 13F-HR | 11/12/2021 | 000108514621003189 |
| Q2 2021 | 203 | 974,871 | XLK, PDBC, IGM, IAU | 13F-HR | 8/16/2021 | 000108514621002561 |
| Q1 2021 | 196 | 833,639 | XLK, PDBC, IEMG, XLF | 13F-HR | 5/13/2021 | 000108514621001613 |
| Q4 2020 | 175 | 746,554 | XLK, IEMG, VOO, VOOG | 13F-HR | 2/12/2021 | 000108514621000733 |
| Q3 2020 | 165 | 653,686 | XLK, VOOG, TLT, VOO | 13F-HR | 11/12/2020 | 000108514620002857 |
| Q2 2020 | 172 | 540,695 | TLT, IEF, VTI, VOO | 13F-HR | 8/13/2020 | 000108514620002206 |
| Q1 2020 | 129 | 367,239 | TLT, IEF, VTI, XLK | 13F-HR | 5/13/2020 | 000108514620001462 |
| Q4 2019 | 97 | 323,016 | IEF, TLT, VTI, XLP | 13F-HR | 2/14/2020 | 000108514620000831 |
| Q3 2019 | 115 | 321,558 | TLT, IEF, IEI, XLP | 13F-HR | 11/14/2019 | 000108514619002987 |
| Q2 2019 | 117 | 318,265 | TLT, IEF, XLP, IEI | 13F-HR | 8/9/2019 | 000108514619002180 |
| Q1 2019 | 114 | 304,269 | TLT, IEF, XLP, IEI | 13F-HR | 5/14/2019 | 000108514619001515 |
| Q4 2018 | 102 | 268,729 | IEF, TLT, XLP, XLU | 13F-HR | 2/13/2019 | 000108514619000623 |
| Q3 2018 | 121 | 319,046 | VTI, IEF, TLT, IWV | 13F-HR | 11/13/2018 | 000108514618002640 |
| Q2 2018 | 124 | 336,718 | VTI, TLT, IWV, VGK | 13F-HR | 8/14/2018 | 000108514618002055 |
| Q1 2018 | 125 | 331,327 | VTI, TLT, IWV, VGK | 13F-HR | 5/14/2018 | 000108514618001415 |
| Q4 2017 | 131 | 367,532 | VTI, IVV, TLT, VGK | 13F-HR | 2/9/2018 | 000108514618000487 |
| Q3 2017 | 117 | 328,493 | VTI, IVV, VGK, IWV | 13F-HR | 11/13/2017 | 000108514617002322 |
| Q2 2017 | 115 | 317,654 | VTI, IVV, VGK, IWV | 13F-HR | 8/11/2017 | 000108514617001775 |
| Q1 2017 | 105 | 292,637 | VTI, IVV, IWV, VGK | 13F-HR | 5/12/2017 | 000108514617001225 |
| Q4 2016 | 107 | 286,249 | VTI, GLD, IWV, VGK | 13F-HR | 2/13/2017 | 000108514617000617 |
| Q3 2016 | 55 | 268,957 | VTI, GLD, IWV, VGK | 13F-HR | 11/10/2016 | 000108514616004711 |
| Q2 2016 | 51 | 266,252 | VTI, GLD, IWV, VGK | 13F-HR | 8/5/2016 | 000108514616004162 |
| Q1 2016 | 46 | 232,583 | VTI, IWV, VGK, VWO | 13F-HR | 5/11/2016 | 000108514616003651 |
| Q4 2015 | 47 | 199,121 | IWV, VEA, VTI, BSJG | 13F-HR | 2/10/2016 | 000108514616002899 |
| Q3 2015 | 37 | 193,413 | IWV, VTI, AGG, BSJG | 13F-HR | 11/13/2015 | 000108514615002319 |
| Q2 2015 | 39 | 253,635 | IWV, VTI, AGG, EFA | 13F-HR | 8/11/2015 | 000108514615001660 |
| Q1 2015 | 40 | 247,156 | IWV, DXJ, VTI, AGG | 13F-HR | 5/11/2015 | 000108514615001113 |
| Q4 2014 | 78 | 185,397 | IWB, DXJ, IWV, SPY | 13F-HR | 2/10/2015 | 000108514615000315 |
| Q3 2014 | 76 | 133,437 | SPY, BSJG, OEF, USCI | 13F-HR | 11/10/2014 | 000108514614002131 |
| Q2 2014 | 81 | 115,313 | SPY, BSJG, OEF, BSCK | 13F-HR | 7/31/2014 | 000108514614001459 |
| Q1 2014 | 80 | 128,912 | SPY, SDY, BSJG, OEF | RESTATEMENT | 5/8/2014 | 000108514614000998 |
| Q4 2013 | 1 | 2,931 | XON | NEW HOLDINGS | 3/4/2014 | 000108514614000764 |
| Q4 2013 | 68 | 94,311 | SPY, SDY, OEF, BKLN | 13F-HR | 2/4/2014 | 000108514614000227 |