| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 63 | 114,692 | SPY, BSCR, IVV, VFQY | 13F-HR | 2/4/2025 | 000195175725000179 |
| Q2 2015 | 522 | 123,065 | IVV, Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018, EFA, IGIB | 13F-HR | 8/24/2015 | 000163724115000003 |
| Q1 2015 | 474 | 120,326 | IVV, Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018, EFA, AGG | 13F-HR | 5/15/2015 | 000163724115000002 |
| Q4 2014 | 506 | 126,053 | IVV, Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018, EFA, IGIB | 13F-HR | 5/4/2015 | 000163724115000001 |