| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 279 | 8,905,154 | SUSA, EMCR, VFH, IWM | 13F-HR | 2/13/2024 | 000114036124007345 |
| Q3 2023 | 207 | 8,269,923 | SUSA, VFH, EMCR, RSP | 13F-HR | 11/9/2023 | 000114036123052257 |
| Q2 2023 | 214 | 8,358,161 | IWM, EMCR, RSP, VGT | 13F-HR | 8/11/2023 | 000114036123039261 |
| Q1 2023 | 215 | 8,195,043 | VGT, EMCR, XLF, XLE | 13F-HR | 5/11/2023 | 000114036123024076 |
| Q4 2022 | 230 | 7,104,988 | IEMG, EMCR, VGT, EEM | 13F-HR | 2/13/2023 | 000114036123006275 |
| Q3 2022 | 205 | 5,871,185 | EMCR, MSFT, AAPL, VGT | 13F-HR | 11/14/2022 | 000156761922019709 |
| Q2 2022 | 189 | 6,234,418 | VGT, EMCR, VOO, MSFT | 13F-HR | 8/12/2022 | 000156761922015718 |
| Q1 2022 | 205 | 8,647,487 | VOO, EMCR, XOP, IEMG | 13F-HR | 5/16/2022 | 000156761922010809 |
| Q4 2021 | 217 | 6,879,472 | IVV, VOO, VGT, EMCR | 13F-HR | 2/11/2022 | 000156761922003425 |
| Q3 2021 | 224 | 6,550,214 | KBWB, EMCR, KRE, EMB | 13F-HR | 11/12/2021 | 000156761921019883 |
| Q2 2021 | 228 | 6,759,545 | QQQ, VGT, EWC, EMB | 13F-HR | 8/11/2021 | 000156761921014971 |
| Q1 2021 | 234 | 6,914,209 | VOO, IWM, KBWB, EWC | 13F-HR | 5/11/2021 | 000156761921009542 |
| Q4 2020 | 201 | 5,682,040 | IEMG, EEM, KBWB, AAPL | 13F-HR | 2/9/2021 | 000156761921002559 |
| Q3 2020 | 181 | 3,578,841 | QQQ, VOO, AAPL, MSFT | 13F-HR | 11/4/2020 | 000156761920018668 |
| Q2 2020 | 152 | 4,251,219 | VOO, EEM, IEMG, INVESCO QQQ TR | 13F-HR | 8/11/2020 | 000156761920014693 |
| Q1 2020 | 88 | 3,339,544 | QQQ, VOO, ASHR, VCIT | 13F-HR | 5/11/2020 | 000156761920009440 |
| Q4 2019 | 72 | 5,182,612 | VOO, IVV, QQQ, IEMG | 13F-HR | 2/6/2020 | 000156761920002269 |
| Q3 2019 | 68 | 6,520,833 | IVV, VOO, QQQ, LQD | 13F-HR | 10/15/2019 | 000156761919019525 |
| Q2 2019 | 64 | 5,046,122 | VOO, IVV, IEMG, LQD | 13F-HR | 8/12/2019 | 000156761919016228 |
| Q1 2019 | 56 | 5,637,830 | IVV, VOO, SPY, QQQ | 13F-HR | 5/15/2019 | 000156761919011018 |
| Q4 2018 | 48 | 2,106,701 | IEMG, MCHI, GOOG, QQQ | 13F-HR | 1/30/2019 | 000156761919001887 |
| Q3 2018 | 90 | 3,425,171 | IVE, IEMG, VOO, AAPL | 13F-HR | 10/15/2018 | 000156761918004109 |
| Q2 2018 | 85 | 4,220,852 | IVV, VOO, KRE, IVE | 13F-HR | 8/13/2018 | 000156761918000485 |
| Q1 2018 | 85 | 6,618,686 | SPY, VOO, IVV, IEMG | 13F-HR | 4/20/2018 | 000114036118019132 |
| Q4 2017 | 85 | 6,635,290 | SPY, VOO, IVV, LQD | 13F-HR | 3/23/2018 | 000114036118014741 |