| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 138 | 1,108,720 | QQQ, SCHB, SCHD, DGRW | 13F-HR | 5/9/2025 | 000195175725000531 |
| Q4 2024 | 148 | 1,144,378 | QQQ, SCHB, SCHD, AAPL | 13F-HR | 2/5/2025 | 000195175725000182 |
| Q3 2024 | 153 | 1,118,611 | QQQ, SCHB, DGRW, SCHD | 13F-HR | 10/24/2024 | 000195175724001111 |
| Q2 2024 | 148 | 1,052,611 | QQQ, SCHB, DGRW, AAPL | 13F-HR | 7/12/2024 | 000195175724000488 |
| Q1 2024 | 149 | 1,016,162 | QQQ, SCHB, SCHD, DUHP | 13F-HR | 4/23/2024 | 000195175724000366 |
| Q4 2023 | 136 | 933,543 | QQQ, SCHB, SCHD, AAPL | 13F-HR | 1/18/2024 | 000195175724000075 |
| Q3 2023 | 125 | 815,776 | QQQ, SCHB, SCHD, AAPL | 13F-HR | 10/24/2023 | 000195175723000605 |
| Q2 2023 | 112 | 826,465 | QQQ, SCHB, AAPL, SCHD | 13F-HR | 7/13/2023 | 000195175723000333 |
| Q1 2023 | 102 | 757,149 | QQQ, SCHB, AAPL, SCHD | 13F-HR | 5/2/2023 | 000195175723000240 |
| Q4 2022 | 94 | 694,311 | QQQ, SCHB, SCHD, XLV | 13F-HR | 1/24/2023 | 000195175723000044 |
| Q3 2022 | 91 | 683,864 | QQQ, SCHB, AAPL, RYT | 13F-HR | 10/26/2022 | 000159905422000005 |
| Q2 2022 | 81 | 623,607 | QQQ, SCHB, RYT, AAPL | RESTATEMENT | 7/27/2022 | 000159905422000004 |
| Q1 2022 | 100 | 745,316 | QQQ, SCHB, AAPL, RYT | 13F-HR | 5/6/2022 | 000159905422000002 |
| Q4 2021 | 90 | 744,388 | QQQ, SCHB, RYT, AAPL | 13F-HR | 2/11/2022 | 000159905422000001 |
| Q3 2021 | 82 | 719,941 | QQQ, SCHB, AGG, RYT | 13F-HR | 11/15/2021 | 000159905421000005 |
| Q2 2021 | 78 | 628,593 | QQQ, SCHB, AGG, RYT | RESTATEMENT | 8/24/2021 | 000159905421000004 |
| Q1 2021 | 81 | 619,794 | QQQ, SCHB, AGG, USMV | 13F-HR | 5/4/2021 | 000159905421000002 |
| Q4 2020 | 74 | 582,866 | QQQ, SCHB, AGG, USMV | 13F-HR | 2/10/2021 | 000159905421000001 |
| Q3 2020 | 71 | 516,364 | QQQ, SCHB, AGG, USMV | RESTATEMENT | 11/19/2020 | 000159905420000004 |
| Q2 2020 | 66 | 474,523 | QQQ, SCHB, AGG, USMV | 13F-HR | 7/28/2020 | 000108514620001908 |
| Q1 2020 | 62 | 376,660 | QQQ, SCHB, AGG, USMV | 13F-HR | 4/9/2020 | 000108514620001067 |
| Q4 2019 | 80 | 437,689 | QQQ, SCHB, AGG, VYM | 13F-HR | 1/21/2020 | 000108514620000220 |
| Q3 2019 | 74 | 418,467 | QQQ, SCHB, VYM, HDV | 13F-HR | 10/16/2019 | 000108514619002553 |
| Q2 2019 | 70 | 409,456 | QQQ, SCHB, HDV, VYM | 13F-HR | 7/11/2019 | 000108514619001842 |
| Q1 2019 | 70 | 400,087 | QQQ, SCHB, TOTL, VYM | 13F-HR | 4/10/2019 | 000108514619001146 |
| Q4 2018 | 67 | 351,785 | QQQ, SCHB, VYM, TOTL | 13F-HR | 1/14/2019 | 000108514619000138 |
| Q3 2018 | 75 | 407,499 | QQQ, SCHB, VYM, VB | 13F-HR | 10/9/2018 | 000108514618002250 |
| Q2 2018 | 68 | 369,350 | QQQ, SCHB, VYM, TOTL | 13F-HR | 7/11/2018 | 000108514618001670 |
| Q1 2018 | 67 | 348,689 | QQQ, SCHB, VYM, TOTL | 13F-HR | 4/9/2018 | 000108514618001012 |
| Q4 2017 | 67 | 345,698 | QQQ, VYM, JPIN, SCHB | 13F-HR | 1/18/2018 | 000108514618000163 |
| Q3 2017 | 62 | 319,438 | QQQ, VYM, JPIN, TOTL | 13F-HR | 11/7/2017 | 000108514617002222 |
| Q2 2017 | 68 | 311,988 | QQQ, VYM, JPIN, TOTL | 13F-HR | 7/12/2017 | 000108514617001481 |
| Q1 2017 | 59 | 287,882 | QQQ, VYM, TOTL, JPIN | 13F-HR | 4/10/2017 | 000108514617000939 |
| Q4 2016 | 55 | 240,841 | QQQ, VYM, JPIN, TOTL | 13F-HR | 1/11/2017 | 000108514617000104 |
| Q3 2016 | 58 | 255,930 | QQQ, VYM, JPIN, TOTL | 13F-HR | 10/11/2016 | 000108514616004469 |
| Q2 2016 | 64 | 247,603 | QQQ, VYM, VGK, TOTL | 13F-HR | 7/15/2016 | 000108514616003984 |
| Q1 2016 | 65 | 236,313 | QQQ, VYM, VGK, TOTL | 13F-HR | 4/20/2016 | 000108514616003485 |
| Q4 2015 | 62 | 231,329 | QQQ, VGK, TQQQ, TOTL | 13F-HR | 1/12/2016 | 000108514616002578 |
| Q3 2015 | 62 | 207,837 | QQQ, VGK, FNDB, TQQQ | 13F-HR | 11/16/2015 | 000108514615002412 |
| Q2 2015 | 69 | 234,487 | TQQQ, QQQ, VGK, FNDB | RESTATEMENT | 8/10/2015 | 000108514615001624 |
| Q1 2015 | 66 | 222,079 | TQQQ, QQQ, FAS, FNDB | 13F-HR | 5/14/2015 | 000108514615001212 |
| Q4 2014 | 61 | 212,642 | TQQQ, QQQ, FAS, FNDB | 13F-HR | 1/20/2015 | 000108514615000123 |
| Q3 2014 | 66 | 197,559 | QQQ, TQQQ, FAS, FNDB | 13F-HR | 10/24/2014 | 000108514614002009 |
| Q2 2014 | 66 | 186,711 | QQQ, TQQQ, FAS, FNDB | 13F-HR | 8/13/2014 | 000108514614001676 |
| Q1 2014 | 62 | 164,595 | QQQ, TQQQ, FAS, SPY | 13F-HR | 5/13/2014 | 000108514614001090 |
| Q4 2013 | 57 | 141,874 | TQQQ, FAS, SPY, VGK | 13F-HR | 2/12/2014 | 000108514614000463 |