| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 220 | 645,642 | SHY, QQQM, SCHD, XHLF | 13F-HR | 8/11/2026 | 000159884126000003 |
| Q1 2026 | 215 | 678,989 | SPY, SHY, QQQM, SCHD | 13F-HR | 5/5/2026 | 000159884126000002 |
| Q4 2025 | 226 | 614,264 | IWN, XLF, QQQM, SCHD | 13F-HR | 2/2/2026 | 000159884126000001 |
| Q3 2025 | 233 | 677,407 | XLY, XLC, XLK, EEM | 13F-HR | 11/10/2025 | 000159884125000006 |
| Q2 2025 | 190 | 606,304 | IEF, XLC, XLY, EFA | 13F-HR | 8/5/2025 | 000159884125000003 |
| Q1 2025 | 238 | 744,775 | SHY, IEF, XLE, EFA | 13F-HR | 5/6/2025 | 000159884125000002 |
| Q4 2024 | 194 | 621,542 | SPY, VFH, XLK, QQQM | 13F-HR | 1/28/2025 | 000159884125000001 |
| Q3 2024 | 184 | 656,390 | SPY, VFH, TLT, SHY | 13F-HR | 10/15/2024 | 000159884124000004 |
| Q2 2024 | 154 | 577,921 | SPY, VGT, EEM, AMLP | 13F-HR | 7/30/2024 | 000159884124000003 |
| Q1 2024 | 162 | 593,724 | XLE, XLF, XLK, EFA | 13F-HR | 5/8/2024 | 000159884124000002 |
| Q4 2023 | 226 | 603,513 | VFH, XLF, XLK, IWN | 13F-HR | 1/24/2024 | 000159884124000001 |
| Q3 2023 | 195 | 307,947 | XLE, BKLN, TBF, CWB | 13F-HR | 11/7/2023 | 000159884123000005 |
| Q2 2023 | 166 | 405,237 | XLY, XLK, SPY, VGT | 13F-HR | 8/4/2023 | 000159884123000004 |
| Q1 2023 | 197 | 292,161 | XLK, VGT, IWF, SGOV | 13F-HR | 5/3/2023 | 000159884123000003 |
| Q4 2022 | 163 | 234,690 | XLV, EEM, SGOV, EFA | 13F-HR | 2/8/2023 | 000159884123000001 |
| Q3 2022 | 147 | 195,160 | SGOV, GOOGL, IWD, IWN | 13F-HR | 11/7/2022 | 000159884122000006 |
| Q2 2022 | 138 | 383,945 | XLV, XLF, SPSB, BSCN | 13F-HR | 8/11/2022 | 000159884122000005 |
| Q1 2022 | 146 | 1,241,101 | VOO, QQQ, VUG, XLE | 13F-HR | 5/9/2022 | 000159884122000003 |
| Q4 2021 | 165 | 1,030,016 | TLT, IEI, XLRE, IWD | 13F-HR | 2/7/2022 | 000159884122000002 |
| Q3 2021 | 177 | 719,689 | XLK, IEF, SOXX, EFA | 13F-HR | 10/27/2021 | 000159884121000004 |
| Q2 2021 | 182 | 1,010,595 | AMLP, KRE, IYR, IWN | 13F-HR | 7/26/2021 | 000159884121000003 |
| Q1 2021 | 164 | 700,853 | IWN, KRE, XLF, SHY | 13F-HR | 5/7/2021 | 000159884121000002 |
| Q4 2020 | 166 | 537,818 | SOXX, KRE, IWN, IWO | 13F-HR | 2/3/2021 | 000159884121000001 |
| Q3 2020 | 138 | 501,957 | SPSB, SHY, EEM, SOXX | 13F-HR | 11/12/2020 | 000159884120000005 |
| Q2 2020 | 136 | 358,176 | IWF, IWP, XLV, FDN | 13F-HR | 8/11/2020 | 000159884120000004 |
| Q1 2020 | 122 | 162,855 | BSV, MBB, IEF, GSY | 13F-HR | 4/20/2020 | 000159884120000003 |
| Q4 2019 | 227 | 368,943 | EEM, IWF, XLK, KBWB | 13F-HR | 1/21/2020 | 000159884120000001 |
| Q3 2019 | 211 | 400,098 | IWF, IWP, SOXX, IYR | 13F-HR | 11/12/2019 | 000159884119000004 |
| Q2 2019 | 217 | 294,060 | IWF, FDN, IYF, IYR | 13F-HR | 8/6/2019 | 000159884119000003 |
| Q1 2019 | 190 | 315,993 | EEM, IWP, IYR, SOXX | 13F-HR | 5/3/2019 | 000159884119000002 |
| Q4 2018 | 121 | 82,487 | MBB, TFI, ITM, BSCK | 13F-HR | 1/16/2019 | 000159884119000001 |
| Q3 2018 | 184 | 223,371 | IWO, IJS, IYR, XLY | 13F-HR | 10/25/2018 | 000159884118000005 |
| Q2 2018 | 194 | 223,899 | IWO, IWF, OIH, XRT | 13F-HR | 8/7/2018 | 000159884118000004 |
| Q1 2018 | 241 | 215,477 | IWF, IWO, BKLN, FLOT | 13F-HR | 4/30/2018 | 000159884118000002 |
| Q4 2017 | 197 | 235,464 | IWO, IWF, IYG, KBWB | 13F-HR | 2/12/2018 | 000159884118000001 |
| Q3 2017 | 207 | 172,787 | EEM, EFA, BSCK, IYH | 13F-HR | 10/31/2017 | 000159884117000004 |
| Q2 2017 | 200 | 182,081 | EEM, EFA, SOXX, BSCK | 13F-HR | 8/3/2017 | 000159884117000003 |
| Q1 2017 | 205 | 190,787 | BSCJ, IWN, RPV, IYG | 13F-HR | 5/3/2017 | 000159884117000002 |
| Q4 2016 | 189 | 192,364 | IWN, KRE, IWO, HYS | 13F-HR | 2/10/2017 | 000159884117000001 |
| Q3 2016 | 180 | 213,993 | FDN, KRE, IJJ, VAW | 13F-HR | 11/2/2016 | 000158064216011833 |
| Q2 2016 | 211 | 172,235 | IYR, XLB, IWS, SCHV | 13F-HR | 8/11/2016 | 000158064216010187 |
| Q1 2016 | 214 | 201,529 | QQQ, IYR, PEJ, SCHV | 13F-HR | 5/12/2016 | 000158064216008666 |
| Q4 2015 | 195 | 183,638 | QQQ, IWN, FDN, PEJ | 13F-HR | 2/11/2016 | 000158064216006791 |
| Q3 2015 | 185 | 91,878 | BSV, MBB, IEI, MUB | 13F-HR | 11/2/2015 | 000158064215004960 |
| Q2 2015 | 204 | 178,356 | BSCF, FDN, IWO, BIB | 13F-HR | 7/31/2015 | 000158064215003235 |
| Q1 2015 | 248 | 188,957 | GSY, UWM, IWO, BIB | 13F-HR | 5/6/2015 | 000158064215002049 |
| Q4 2014 | 267 | 212,761 | IYW, QLD, BIB, MVV | 13F-HR | 1/22/2015 | 000158064215000283 |
| Q3 2014 | 203 | 155,166 | IYW, DDM, EDC, XOP | 13F-HR | 11/12/2014 | 000091047214005056 |
| Q2 2014 | 320 | 197,712 | IWS, DDM, URE, IWP | 13F-HR | 7/31/2014 | 000091047214003230 |
| Q1 2014 | 333 | 219,368 | HYG, BND, BWX, JNK | 13F-HR | 5/14/2014 | 000091047214002142 |
| Q4 2013 | 358 | 180,803 | IJS, IWN, IVW, QQQ | 13F-HR | 2/14/2014 | 000091047214000571 |