| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,308 | 9,985,324 | VTV, VUG, SPY, QQQ | 13F-HR | 7/15/2026 | 000106299326003671 |
| Q1 2026 | 1,204 | 8,749,993 | VTV, VUG, SPY, NVDA | 13F-HR | 4/16/2026 | 000106299326002020 |
| Q4 2025 | 1,163 | 8,741,580 | QQQ, SPY, VUG, VTV | 13F-HR | 1/15/2026 | 000106299326000271 |
| Q3 2025 | 1,132 | 8,381,264 | QQQ, SPY, VUG, VTV | 13F-HR | 10/15/2025 | 000106299325016087 |
| Q2 2025 | 1,061 | 7,624,237 | QQQ, SPY, VUG, VTV | 13F-HR | 7/30/2025 | 000106299325013278 |
| Q1 2025 | 1,014 | 6,978,518 | SPY, QQQ, VTV, VUG | 13F-HR | 4/29/2025 | 000106299325008149 |
| Q4 2024 | 988 | 6,870,674 | SPY, QQQ, VUG, VTV | 13F-HR | 1/13/2025 | 000106299325000693 |
| Q3 2024 | 1,002 | 6,784,365 | SPY, QQQ, VUG, AGG | 13F-HR | 10/8/2024 | 000106299324017468 |
| Q2 2024 | 950 | 6,028,444 | SPY, QQQ, VUG, AAPL | 13F-HR | 7/18/2024 | 000106299324013915 |
| Q1 2024 | 919 | 5,595,303 | SPY, QQQ, VTV, VUG | 13F-HR | 4/15/2024 | 000106299324008407 |
| Q4 2023 | 864 | 5,143,103 | SPY, QQQ, IVV, VUG | 13F-HR | 1/11/2024 | 000106299324000786 |
| Q3 2023 | 823 | 4,555,570 | SPY, QQQ, SPYM, IVV | 13F-HR | 10/20/2023 | 000106299323019604 |
| Q2 2023 | 823 | 4,969,844 | SPY, SPYM, QQQ, USMV | 13F-HR | 7/11/2023 | 000106299323014802 |
| Q1 2023 | 826 | 5,137,118 | SPY, USMV, SPDN, SPYM | 13F-HR | 4/18/2023 | 000106299323009295 |
| Q4 2022 | 813 | 4,940,233 | USMV, SPDN, SPY, SPYM | 13F-HR | 1/9/2023 | 000106299323000730 |
| Q3 2022 | 780 | 4,326,525 | SPY, USMV, SHY, BIL | 13F-HR | 10/13/2022 | 000106299322020772 |
| Q2 2022 | 756 | 4,518,378 | SPY, USMV, SPYM, SHY | 13F-HR | 7/11/2022 | 000106299322016202 |
| Q1 2022 | 766 | 5,110,365 | SPY, SPYM, FFTI, USMV | 13F-HR | 4/12/2022 | 000106299322010079 |
| Q4 2021 | 747 | 5,805,388 | HYLB, SPY, FFTI, SPYM | 13F-HR | 1/10/2022 | 000106299322000897 |
| Q3 2021 | 729 | 5,555,823 | HYLB, SPY, FFTI, VCSH | 13F-HR | 11/3/2021 | 000106299321010177 |
| Q2 2021 | 711 | 5,579,249 | HYLB, FFTI, SPY, SCHM | 13F-HR | 7/14/2021 | 000106299321006515 |
| Q1 2021 | 502 | 2,609,683 | USMV, SPY, IVV, SPLV | 13F-HR | 4/16/2021 | 000106299321003687 |
| Q4 2020 | 469 | 2,516,363 | USMV, SPY, SPLV, QQQ | 13F-HR | 1/13/2021 | 000106299321000308 |
| Q3 2020 | 443 | 2,164,589 | USMV, SPY, SPLV, QQQ | 13F-HR | 10/13/2020 | 000106299320004899 |
| Q2 2020 | 358 | 1,605,019 | USMV, SPY, SPLV, BSCN | 13F-HR | 7/21/2020 | 000106299320003416 |
| Q1 2020 | 337 | 1,738,708 | USMV, SPLV, SPY, SHY | 13F-HR | 4/14/2020 | 000106299320001790 |
| Q4 2019 | 417 | 1,969,159 | USMV, SPLV, SPY, BSCN | 13F-HR | 1/29/2020 | 000106299320000370 |
| Q3 2019 | 444 | 1,841,607 | USMV, SPLV, SPY, BSCN | 13F-HR | 10/18/2019 | 000106299319003949 |
| Q2 2019 | 442 | 1,730,306 | USMV, SPY, SPLV, IVV | 13F-HR | 7/25/2019 | 000106299319003013 |
| Q1 2019 | 401 | 1,540,857 | USMV, SPY, SHY, IVV | 13F-HR | 4/18/2019 | 000106299319001786 |
| Q4 2018 | 310 | 1,317,837 | SHY, SPY, USMV, IVV | 13F-HR | 2/6/2019 | 000106299319000509 |
| Q3 2018 | 403 | 1,314,745 | SPY, IVV, NEAR, USMV | 13F-HR | 11/5/2018 | 000106299318004353 |
| Q2 2018 | 372 | 1,148,045 | IVV, SPY, IGIB, IEMG | 13F-HR | 8/6/2018 | 000106299318003135 |
| Q1 2018 | 348 | 1,101,900 | SPY, IVV, IGIB, IEMG | 13F-HR | 4/23/2018 | 000106299318001772 |
| Q4 2017 | 313 | 1,113,518 | SPY, IVV, IGIB, IEF | 13F-HR | 2/7/2018 | 000106299318000454 |
| Q3 2017 | 328 | 1,104,358 | SPY, IVV, IGIB, IEF | 13F-HR | 10/31/2017 | 000106299317004598 |
| Q2 2017 | 314 | 1,048,880 | SPY, IVV, IGIB, HEFA | 13F-HR | 8/8/2017 | 000106299317003555 |
| Q1 2017 | 260 | 988,481 | SPY, IVV, IGIB, IEF | 13F-HR | 4/28/2017 | 000106299317002101 |
| Q4 2016 | 235 | 910,644 | SPY, IGIB, IVE, SDY | 13F-HR | 1/12/2017 | 000106299317000164 |
| Q3 2016 | 228 | 907,968 | SPY, EEM, FPE, JNK | 13F-HR | 10/28/2016 | 000106299316011906 |
| Q2 2016 | 235 | 765,163 | SPY, TLT, XLU, SJB | 13F-HR | 7/19/2016 | 000106299316010615 |
| Q1 2016 | 230 | 663,481 | SPY, SJB, TLT, FPE | 13F-HR | 4/14/2016 | 000106299316008955 |
| Q4 2015 | 157 | 519,970 | SPY, SJB, FPE, TLT | 13F-HR | 1/14/2016 | 000106299316007089 |
| Q3 2015 | 2,247 | 551,438 | SPY, SHY, SJB, PBJ | 13F-HR | 10/28/2015 | 000106299315005629 |
| Q2 2015 | 2,413 | 795,022 | SPY, MINT, XLV, IHE | 13F-HR | 8/11/2015 | 000106299315004285 |
| Q1 2015 | 185 | 660,639 | SPY, MINT, PFF, XLY | 13F-HR | 5/14/2015 | 000106299315002663 |
| Q4 2014 | 163 | 601,499 | SPY, MINT, XLP, XLV | 13F-HR | 1/29/2015 | 000106299315000376 |
| Q3 2014 | 162 | 531,696 | SPY, MINT, XLP, XLF | 13F-HR | 10/14/2014 | 000106299314005948 |
| Q2 2014 | 124 | 490,050 | SPY, MINT, JNK, XLB | 13F-HR | 7/14/2014 | 000106299314004173 |
| Q1 2014 | 107 | 394,315 | SPY, JNK, XLB, IEV | 13F-HR | 5/15/2014 | 000106299314002953 |
| Q4 2013 | 115 | 347,642 | SPY, IEV, XLY, CUT | 13F-HR | 2/10/2014 | 000106299314000576 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
44 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 10/2/2026. View all