| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 72 | 353,580 | MSFT, XLG, CRM, AMZN | 13F-HR | 10/16/2024 | 000121465924017596 |
| Q2 2024 | 76 | 382,455 | MSFT, AMZN, XLG, QQQ | 13F-HR | 7/30/2024 | 000121465924013267 |
| Q1 2024 | 80 | 351,746 | MSFT, XLG, ISHARES BITCOIN TR, AMZN | 13F-HR | 4/18/2024 | 000121465924007055 |
| Q4 2023 | 78 | 288,918 | MSFT, AGG, AMZN, CRM | 13F-HR | 1/30/2024 | 000121465924001474 |
| Q3 2023 | 81 | 229,605 | MSFT, AGG, AMZN, SHV | 13F-HR | 10/20/2023 | 000121465923013744 |
| Q2 2023 | 83 | 251,729 | SHV, AGG, MSFT, AMZN | 13F-HR | 7/25/2023 | 000121465923009944 |
| Q1 2023 | 84 | 243,776 | AGG, SHV, VEA, XLK | 13F-HR | 4/25/2023 | 000121465923005927 |
| Q4 2022 | 79 | 250,479 | AGG, VTV, SHV, VEA | 13F-HR | 1/23/2023 | 000121465923000950 |
| Q3 2022 | 86 | 250,281 | AGG, SHV, XLK, VEA | 13F-HR | 10/24/2022 | 000121465922012586 |
| Q2 2022 | 86 | 294,092 | AGG, VCSH, SHV, XLK | 13F-HR | 8/1/2022 | 000121465922009419 |
| Q1 2022 | 82 | 296,921 | AGG, SHV, XLK, HEFA | 13F-HR | 4/22/2022 | 000121465922005637 |
| Q4 2021 | 99 | 282,793 | AGG, XLK, SHV, VEA | 13F-HR | 1/27/2022 | 000121465922001192 |
| Q3 2021 | 99 | 374,916 | AGG, VCSH, XLK, VEA | 13F-HR | 10/22/2021 | 000121465921010700 |
| Q2 2021 | 92 | 374,222 | AGG, VCSH, VEA, XLK | 13F-HR | 7/23/2021 | 000121465921007781 |
| Q1 2021 | 94 | 440,600 | VCSH, AGG, VEA, XLK | 13F-HR | 4/22/2021 | 000121465921004384 |
| Q4 2020 | 44 | 379,036 | AGG, VCSH, VEA, XLK | 13F-HR | 1/21/2021 | 000121465921000672 |
| Q3 2020 | 45 | 415,068 | GOVT, AGG, VCSH, VEA | 13F-HR | 10/16/2020 | 000121465920008664 |
| Q2 2020 | 39 | 380,470 | GOVT, AGG, VCSH, IEMG | 13F-HR | 7/14/2020 | 000121465920006295 |
| Q1 2020 | 41 | 274,843 | AGG, VGSH, IEF, SHV | 13F-HR | 4/13/2020 | 000121465920003312 |
| Q4 2019 | 59 | 310,446 | VCSH, AGG, VGSH, IEMG | 13F-HR | 1/23/2020 | 000121465920000527 |
| Q3 2019 | 59 | 329,553 | VCSH, AGG, VGSH, IEF | 13F-HR | 10/10/2019 | 000121465919006324 |
| Q2 2019 | 82 | 323,969 | VCSH, AGG, VGSH, IEF | 13F-HR | 7/26/2019 | 000121465919004767 |
| Q1 2019 | 17 | 94,834 | FLOT, AGG, EWJ, EZU | 13F-HR | 4/16/2019 | 000121465919002737 |
| Q4 2018 | 89 | 288,933 | VCSH, FLOT, VGSH, IEMG | 13F-HR | 2/6/2019 | 000121465919000841 |
| Q3 2018 | 82 | 275,050 | VCSH, FLOT, EWJ, IEMG | 13F-HR | 10/10/2018 | 000121465918006452 |
| Q2 2018 | 68 | 201,786 | VCSH, FLOT, EZU, XLK | 13F-HR | 7/11/2018 | 000121465918004807 |
| Q1 2018 | 73 | 253,206 | VCSH, FLOT, EZU, IEMG | 13F-HR | 5/16/2018 | 000121465918003786 |
| Q4 2017 | 63 | 362,095 | VCSH, DBJP, AGG, IEMG | 13F-HR | 2/6/2018 | 000121465918000956 |
| Q3 2017 | 73 | 338,202 | VCSH, IEMG, AGG, DBJP | 13F-HR | 11/3/2017 | 000121465917006361 |
| Q2 2017 | 55 | 245,485 | VCSH, IGIB, LQD, IEMG | 13F-HR | 8/3/2017 | 000121465917004743 |
| Q1 2017 | 78 | 198,976 | VCSH, IEMG, SHYG, IEF | 13F-HR | 5/15/2017 | 000121465917003333 |