| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | 2,435,403 | QQQ, SPY, VOO, TEVA | 13F-HR | 8/5/2026 | 000117891326003815 |
| Q1 2026 | 55 | 1,526,173 | SPY, QQQ, XLF, AMZN | 13F-HR | 5/6/2026 | 000117891326002413 |
| Q4 2025 | 59 | 1,532,874 | SPY, QQQ, XLF, XLI | 13F-HR | 2/11/2026 | 000117891326000420 |
| Q3 2025 | 60 | 1,483,325 | SPY, QQQ, XLF, XLI | 13F-HR | 11/5/2025 | 000117891325003652 |
| Q2 2025 | 59 | 1,381,442 | SPY, QQQ, XLF, XLI | 13F-HR | 7/31/2025 | 000117891325002543 |
| Q1 2025 | 63 | 1,221,688 | SPY, QQQ, XLF, XLI | 13F-HR | 5/7/2025 | 000117891325001633 |
| Q4 2024 | 58 | 1,267,170 | SPY, QQQ, XLF, XLI | 13F-HR | 2/10/2025 | 000117891325000366 |
| Q3 2024 | 57 | 1,204,224 | QQQ, SPY, XLF, XLI | 13F-HR | 11/4/2024 | 000117891324003452 |
| Q2 2024 | 57 | 1,109,420 | QQQ, SPY, XLF, XLI | 13F-HR | 7/29/2024 | 000117891324002306 |
| Q1 2024 | 57 | 1,150,696 | QQQ, SPY, XLF, XLI | 13F-HR | 5/1/2024 | 000117891324001501 |
| Q4 2023 | 76 | 1,457,849 | QQQ, SPY, VOO, XLI | 13F-HR | 1/24/2024 | 000117891324000235 |
| Q3 2023 | 82 | 1,358,212 | SPY, QQQ, VOO, XLF | 13F-HR | 11/6/2023 | 000117891323003520 |
| Q2 2023 | 91 | 1,407,756 | QQQ, SPY, VOO, XLK | 13F-HR | 7/25/2023 | 000117891323002549 |
| Q1 2023 | 92 | 1,239,872 | SPY, VOO, XLK, XLF | 13F-HR | 5/8/2023 | 000117891323001730 |
| Q4 2022 | 95 | 1,216,487 | QQQ, SPY, VOO, XLK | 13F-HR | 2/13/2023 | 000117891323000527 |
| Q3 2022 | 95 | 1,204,582 | QQQ, SPY, VOO, XLK | 13F-HR | 11/15/2022 | 000117891322004036 |
| Q2 2022 | 91 | 1,270,030 | QQQ, VOO, SPY, XLK | 13F-HR | 8/1/2022 | 000117891322002863 |
| Q1 2022 | 92 | 1,445,208 | QQQ, SPY, VOO, XLK | 13F-HR | 5/10/2022 | 000117891322001840 |
| Q4 2021 | 95 | 1,524,047 | QQQ, VOO, XLK, SPY | 13F-HR | 2/14/2022 | 000117891322000610 |
| Q3 2021 | 93 | 1,399,439 | QQQ, VOO, XLK, HYG | 13F-HR | 11/3/2021 | 000117891321003352 |
| Q2 2021 | 90 | 1,362,861 | VOO, QQQ, XLK, SPY | 13F-HR | 8/4/2021 | 000117891321002515 |
| Q1 2021 | 70 | 994,757 | HYG, VOO, SPY, KWEB | 13F-HR | 5/3/2021 | 000117891321001549 |
| Q4 2020 | 69 | 1,082,836 | XLK, HYG, QQQ, VOO | 13F-HR | 1/25/2021 | 000117891321000231 |
| Q3 2020 | 63 | 871,085 | XLK, HYG, QQQ, VOO | 13F-HR | 10/29/2020 | 000117891320002926 |
| Q2 2020 | 61 | 688,020 | XLK, HYG, QQQ, KWEB | 13F-HR | 7/28/2020 | 000117891320002113 |
| Q1 2020 | 65 | 418,747 | GXC, XLF, KWEB, XLU | 13F-HR | 4/30/2020 | 000117891320001264 |
| Q4 2019 | 67 | 429,957 | GXC, XLF, KWEB, XLU | 13F-HR | 1/30/2020 | 000117891320000247 |
| Q3 2019 | 68 | 647,195 | CNC, KBA, MOMO, PEI | 13F-HR | 11/18/2019 | 000117891319002773 |
| Q2 2019 | 64 | 356,582 | SPY, GXC, XLF, XLU | 13F-HR | 7/29/2019 | 000117891319001967 |
| Q1 2019 | 55 | 297,394 | SPY, GXC, XLF, XLU | 13F-HR | 5/13/2019 | 000117891319001406 |
| Q4 2018 | 62 | 311,082 | SPY, EWQ, GXC, XLF | 13F-HR | 2/4/2019 | 000117891319000229 |
| Q3 2018 | 47 | 301,943 | XLF, EWQ, XOP, XLV | 13F-HR | 11/1/2018 | 000117891318002775 |
| Q2 2018 | 37 | 267,802 | XLF, EWQ, XOP, GXC | 13F-HR | 8/13/2018 | 000117891318002371 |
| Q1 2018 | 33 | 272,805 | XLF, EWQ, XLE, GXC | 13F-HR | 5/15/2018 | 000117891318001650 |
| Q4 2017 | 32 | 247,807 | XLF, EWQ, GXC, XLV | 13F-HR | 2/5/2018 | 000117891318000346 |
| Q3 2017 | 31 | 257,035 | VGK, XLF, GXC, XLV | 13F-HR | 10/26/2017 | 000117891317002896 |
| Q2 2017 | 33 | 261,083 | VGK, XLF, EWL, XLV | 13F-HR | 7/25/2017 | 000117891317002124 |
| Q1 2017 | 32 | 232,669 | VGK, XLF, EWL, XLV | 13F-HR | 5/10/2017 | 000117891317001386 |
| Q4 2016 | 33 | 234,978 | VGK, XLF, KBE, XLV | 13F-HR | 2/6/2017 | 000117891317000274 |
| Q3 2016 | 36 | 256,498 | VGK, XLF, XLV, EWL | 13F-HR | 11/1/2016 | 000117891316006724 |
| Q2 2016 | 33 | 277,514 | VGK, XLF, EWJ, DXJ | 13F-HR | 7/20/2016 | 000117891316005902 |
| Q1 2016 | 33 | 284,632 | VGK, XLF, EWJ, DXJ | 13F-HR | 4/18/2016 | 000117891316005084 |
| Q4 2015 | 36 | 381,007 | VGK, EWJ, XLF, XLY | 13F-HR | 2/16/2016 | 000117891316004289 |
| Q3 2015 | 36 | 404,698 | VGK, XLF, EWJ, XLY | 13F-HR | 10/22/2015 | 000117891315003119 |
| Q2 2015 | 35 | 418,655 | DXJ, VGK, XLI, XLF | 13F-HR | 8/19/2015 | 000117891315002678 |
| Q1 2015 | 32 | 404,803 | VGK, DXJ, XLI, EEM | 13F-HR | 6/22/2015 | 000117891315002082 |
| Q4 2014 | 31 | 363,797 | XLI, VGK, DXJ, XLF | 13F-HR | 6/22/2015 | 000117891315002078 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
2 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 9/2/2026. View all