Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2022 | 415 | 171,655 | XLK, GLD, XLF, TOTL | 13F-HR | 2/14/2023 | 000139834423003421 |
Q3 2022 | 455 | 161,734 | XLK, IBDO, GLD, IBDQ | 13F-HR | 11/14/2022 | 000139834422021959 |
Q2 2022 | 530 | 162,637 | XLK, TOTL, GLD, IBDO | 13F-HR | 8/11/2022 | 000139834422015376 |
Q1 2022 | 460 | 182,745 | XLK, TOTL, GLD, AAPL | 13F-HR | 5/16/2022 | 000139834422009785 |
Q4 2021 | 433 | 180,157 | XLK, TOTL, SPY, AAPL | 13F-HR | 2/10/2022 | 000139834422002635 |
Q3 2021 | 407 | 167,800 | XLK, TOTL, SPY, GLD | 13F-HR | 11/18/2021 | 000139834421021839 |
Q2 2021 | 358 | 164,849 | XLK, TOTL, SPY, GLD | 13F-HR | 8/13/2021 | 000139834421016118 |
Q1 2021 | 347 | 151,951 | TOTL, XLK, SPY, GLD | 13F-HR | 4/23/2021 | 000139834421008493 |
Q4 2020 | 347 | 145,886 | SPY, TOTL, XLK, GLD | 13F-HR | 2/12/2021 | 000139834421003283 |
Q3 2020 | 314 | 122,419 | SPY, TOTL, XLK, GLD | 13F-HR | 11/17/2020 | 000139834420022762 |
Q2 2020 | 362 | 120,788 | SPY, TOTL, XLK, GLD | 13F-HR | 8/3/2020 | 000139834420014816 |
Q1 2020 | 357 | 94,510 | SPY, TOTL, GLD, BSCL | 13F-HR | 4/21/2020 | 000139834420008238 |
Q4 2019 | 401 | 111,603 | TOTL, XLY, RYT, XLF | 13F-HR | 1/8/2020 | 000139834420000439 |
Q3 2019 | 580 | 165,432 | TOTL, EFA, INTF, XLY | 13F-HR | 11/20/2019 | 000139834419020597 |
Q2 2019 | 625 | 183,613 | TOTL, EFA, INTF, XLY | 13F-HR | 7/22/2019 | 000139834419012243 |
Q1 2019 | 671 | 189,531 | TOTL, SPLV, VCSH, EFA | 13F-HR | 4/11/2019 | 000139834419006497 |
Q4 2018 | 716 | 196,085 | VCSH, TOTL, SPLV, EFA | 13F-HR | 2/12/2019 | 000139834419002486 |
Q3 2018 | 786 | 217,518 | VCSH, EFA, TOTL, SPLV | 13F-HR | 10/25/2018 | 000139834418015318 |
Q2 2018 | 807 | 203,612 | VCSH, EFA, TOTL, QDF | 13F-HR | 7/24/2018 | 000139834418010409 |
Q1 2018 | 802 | 203,448 | VCSH, EFA, VCIT, INTF | 13F-HR | 4/19/2018 | 000139834418005707 |
Q4 2017 | 900 | 211,888 | VCSH, EFA, VCIT, INTF | 13F-HR | 2/2/2018 | 000139834418001430 |
Q3 2017 | 756 | 191,715 | VCSH, EFA, VCIT, INTF | 13F-HR | 10/30/2017 | 000139834417013870 |
Q2 2017 | 748 | 183,544 | VCSH, VCIT, EFA, XLF | 13F-HR | 7/18/2017 | 000139834417008763 |
Q1 2017 | 770 | 183,636 | VCSH, VCIT, EFA, DXJ | 13F-HR | 4/17/2017 | 000139834417004910 |
Q4 2016 | 719 | 163,596 | VCSH, DXJ, VCIT, EFA | 13F-HR | 1/27/2017 | 000139834417000953 |
Q3 2016 | 722 | 162,562 | VCSH, TLT, DXJ, VCIT | 13F-HR | 10/21/2016 | 000139834416019829 |
Q2 2016 | 756 | 161,757 | VCSH, TLT, DXJ, VCIT | 13F-HR | 7/18/2016 | 000139834416015279 |
Q1 2016 | 106 | 124,124 | VCSH, IBDB, IVE, AAPL | 13F-HR | 5/2/2016 | 000122107316000153 |
Q4 2015 | 106 | 121,732 | VCSH, IBDB, ISHARES TR, IVE | 13F-HR | 2/26/2016 | 000122107316000145 |