| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 102 | 280,719 | AGG, IWD, VEA, LRGF | 13F-HR | 5/1/2025 | 000108514625002521 |
| Q4 2024 | 98 | 277,331 | AGG, IWD, LRGF, VEA | 13F-HR | 1/31/2025 | 000108514625000664 |
| Q3 2024 | 103 | 284,782 | AGG, IWD, VEA, LRGF | 13F-HR | 11/7/2024 | 000108514624005389 |
| Q2 2024 | 99 | 248,030 | AGG, IWD, LRGF, VEA | 13F-HR | 8/12/2024 | 000108514624003714 |
| Q1 2024 | 99 | 235,846 | AGG, IWD, LRGF, VEA | 13F-HR | 5/13/2024 | 000108514624002401 |
| Q4 2023 | 155 | 201,978 | AGG, LRGF, IWD, IVV | 13F-HR | 2/6/2024 | 000108514624000753 |
| Q3 2023 | 94 | 125,462 | LRGF, IVV, AGG, FLOT | 13F-HR | 11/14/2023 | 000108514623004369 |
| Q2 2023 | 94 | 125,462 | LRGF, IVV, AGG, FLOT | 13F-HR | 8/3/2023 | 000108514623003044 |
| Q1 2023 | 99 | 142,459 | LRGF, IWD, IVV, AGG | 13F-HR | 5/10/2023 | 000108514623002182 |
| Q4 2022 | 97 | 203,253 | GDXJ, IWD, LRGF, IVV | 13F-HR | 2/8/2023 | 000108514623000791 |
| Q3 2022 | 103 | 263,064 | IWD, EEM, VEA, IVV | 13F-HR | 11/7/2022 | 000108514622003814 |
| Q2 2022 | 94 | 153,098 | IVV, IWD, LRGF, AGG | 13F-HR | 7/13/2022 | 000108514622002393 |
| Q1 2022 | 99 | 179,409 | IVV, LRGF, AGG, IWD | 13F-HR | 5/10/2022 | 000108514622001915 |
| Q4 2021 | 104 | 182,745 | IVV, LRGF, AGG, IWD | 13F-HR | 2/3/2022 | 000108514622000498 |
| Q3 2021 | 116 | 175,623 | IVV, LRGF, AGG, IWD | 13F-HR | 11/9/2021 | 000108514621003090 |
| Q2 2021 | 112 | 181,962 | IVV, LRGF, AGG, IWD | 13F-HR | 8/10/2021 | 000108514621002339 |
| Q1 2021 | 109 | 170,336 | IVV, LRGF, AGG, IWD | 13F-HR | 5/17/2021 | 000172554721000057 |
| Q4 2020 | 162 | 202,142 | IVV, LRGF, AGG, IWD | 13F-HR | 2/3/2021 | 000172554721000009 |
| Q3 2020 | 140 | 171,288 | IVV, AGG, LRGF, IWD | 13F-HR | 11/5/2020 | 000172554720000079 |
| Q2 2020 | 77 | 122,727 | IVV, AGG, LRGF, IWD | 13F-HR | 7/31/2020 | 000172554720000063 |
| Q1 2020 | 72 | 92,474 | AGG, IVV, LRGF, ACWI | 13F-HR | 4/28/2020 | 000172554720000035 |
| Q4 2019 | 94 | 113,551 | AGG, IVV, LRGF, DRRX | 13F-HR | 1/14/2020 | 000172554720000006 |
| Q3 2019 | 136 | 120,231 | AGG, LRGF, IVV, FTSM | 13F-HR | 11/7/2019 | 000172554719000059 |
| Q2 2019 | 134 | 111,473 | LRGF, IVV, FTSM, AGG | 13F-HR | 7/25/2019 | 000172554719000043 |
| Q1 2019 | 187 | 127,286 | FTSM, MSFT, BAB, BAC | 13F-HR | 5/14/2019 | 000172554719000034 |
| Q4 2018 | 179 | 117,531 | FTSM, DXJ, BAB, MSFT | 13F-HR | 2/14/2019 | 000172554719000015 |