| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 19 | 142,764 | VOO, SPY, SCHG, IYW | 13F-HR | 5/12/2025 | 000165301225000002 |
| Q4 2024 | 20 | 174,920 | VOO, SPY, SCHG, IYW | 13F-HR | 2/11/2025 | 000165301225000001 |
| Q3 2024 | 28 | 170,971 | VOO, SPY, IYW, SCHG | 13F-HR | 11/7/2024 | 000165301224000005 |
| Q2 2024 | 23 | 155,165 | VOO, SPY, XLK, IYW | 13F-HR | 8/2/2024 | 000165301224000004 |
| Q1 2024 | 23 | 148,794 | VOO, SPY, XLK, IYW | 13F-HR | 5/9/2024 | 000165301224000003 |
| Q4 2023 | 24 | 135,077 | SPY, VOO, XLK, IYW | 13F-HR | 2/1/2024 | 000165301224000002 |
| Q3 2023 | 23 | 120,559 | VOO, SPY, XLK, VEA | 13F-HR | 11/13/2023 | 000165301223000007 |
| Q2 2023 | 23 | 123,933 | VOO, SPY, XLK, VEA | 13F-HR | 8/9/2023 | 000165301223000006 |
| Q1 2023 | 23 | 65,223 | SPY, VEA, VGK, XLK | 13F-HR | 5/12/2023 | 000165301223000005 |
| Q4 2022 | 14 | 19,326 | SPLG, XLE, TLT, RSP | 13F-HR | 2/13/2023 | 000165301223000003 |
| Q3 2022 | 18 | 20,535 | SPY, SCHG, VTV, XLE | 13F-HR | 11/14/2022 | 000165301222000008 |
| Q2 2022 | 23 | 34,001 | RSP, XLK, IVV, VGT | 13F-HR | 8/15/2022 | 000165301222000007 |
| Q1 2022 | 24 | 112,901 | VOO, SPY, XLK, SCHX | 13F-HR | 5/13/2022 | 000165301222000005 |
| Q4 2021 | 31 | 165,899 | SCHX, SCHG, IYW, VOO | 13F-HR | 2/14/2022 | 000165301222000003 |
| Q3 2021 | 27 | 145,567 | SCHX, SCHG, IYW, VOO | 13F-HR | 11/12/2021 | 000165301221000009 |
| Q2 2021 | 25 | 139,213 | SCHX, RSP, TLT, VTV | 13F-HR | 8/16/2021 | 000165301221000007 |
| Q1 2021 | 32 | 123,155 | SCHX, RSP, VTV, SCHM | 13F-HR | 5/14/2021 | 000165301221000005 |
| Q4 2020 | 36 | 116,324 | SCHX, XRT, XLY, RSP | 13F-HR | 2/16/2021 | 000165301221000003 |