| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 23 | 88,240 | SPTM, SPSM, XLK, XLF | 13F-HR | 2/7/2024 | 000169980324000003 |
| Q3 2023 | 22 | 70,371 | SPTM, XLK, XLF, AGG | 13F-HR | 11/6/2023 | 000169980323000009 |
| Q2 2023 | 25 | 93,068 | AGG, XLK, IVV, SPSM | 13F-HR | 7/24/2023 | 000169980323000007 |
| Q1 2023 | 25 | 82,199 | AGG, XLK, IVV, SLY | 13F-HR | 4/17/2023 | 000169980323000005 |
| Q4 2022 | 24 | 72,411 | SGOV, SCHX, VOO, MTUM | 13F-HR | 1/25/2023 | 000169980323000003 |
| Q3 2022 | 19 | 105,363 | VOO, MTUM, SCHX, SLY | 13F-HR | 10/12/2022 | 000169980322000010 |
| Q2 2022 | 14 | 144,147 | VOO, MTUM, SLY, SCHX | 13F-HR | 7/11/2022 | 000169980322000008 |
| Q1 2022 | 23 | 242,828 | VOO, MTUM, SLY, EFA | 13F-HR | 4/28/2022 | 000169980322000006 |
| Q4 2021 | 26 | 287,158 | VOO, MTUM, SLY, EFA | 13F-HR | 1/24/2022 | 000169980322000003 |
| Q3 2021 | 23 | 293,366 | VOO, MTUM, SLY, EFA | 13F-HR | 11/1/2021 | 000169980321000010 |
| Q2 2021 | 26 | 295,304 | VOO, MTUM, SLY, EFA | 13F-HR | 8/3/2021 | 000169980321000008 |
| Q1 2021 | 25 | 275,099 | VOO, MTUM, SLY, EFA | 13F-HR | 5/4/2021 | 000169980321000006 |
| Q4 2020 | 15 | 254,135 | VOO, MTUM, SLY, EFA | 13F-HR | 1/21/2021 | 000169980321000004 |
| Q3 2020 | 15 | 232,723 | VOO, MTUM, EFA, SLY | 13F-HR | 10/20/2020 | 000169980320000009 |
| Q2 2020 | 20 | 224,453 | VOO, MTUM, EFA, SLY | 13F-HR | 7/20/2020 | 000169980320000007 |
| Q1 2020 | 24 | 187,898 | VOO, MTUM, EFA, SLY | 13F-HR | 4/9/2020 | 000169980320000005 |
| Q4 2019 | 24 | 224,502 | VOO, MTUM, SLY, EFA | 13F-HR | 1/23/2020 | 000169980320000003 |
| Q3 2019 | 22 | 210,942 | VOO, MTUM, SLY, EFA | 13F-HR | 10/24/2019 | 000169980319000009 |
| Q2 2019 | 22 | 200,371 | VOO, SLY, EFA, SCHZ | 13F-HR | 7/25/2019 | 000169980319000007 |
| Q1 2019 | 23 | 187,316 | VOO, SLY, EFA, AGG | 13F-HR | 4/25/2019 | 000169980319000005 |
| Q4 2018 | 25 | 167,979 | VOO, SLY, EFA, VB | 13F-HR | 1/15/2019 | 000169980319000003 |
| Q3 2018 | 26 | 195,037 | VOO, SLY, EFA, VB | 13F-HR | 10/25/2018 | 000169980318000012 |
| Q2 2018 | 35 | 181,218 | XLK, XLF, XLY, XLV | 13F-HR | 7/19/2018 | 000169980318000010 |
| Q1 2018 | 33 | 173,806 | XLK, XLF, XLY, XLV | 13F-HR | 4/19/2018 | 000169980318000007 |
| Q4 2017 | 50 | 157,908 | XLK, XLF, XLV, XLI | 13F-HR | 1/18/2018 | 000169980318000003 |
| Q3 2017 | 50 | 155,093 | XLK, XLF, XLV, EFA | 13F-HR | 10/12/2017 | 000169980317000007 |
| Q2 2017 | 48 | 147,603 | XLK, XLF, XLV, XLY | 13F-HR | 7/20/2017 | 000169980317000005 |
| Q1 2017 | 43 | 126,311 | XLK, XLF, XLV, XLY | 13F-HR | 4/7/2017 | 000169980317000002 |