| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 248 | 6,001,970 | IVV, TTAC, BINC, SPYG | 13F-HR | 5/2/2025 | 000172759925000005 |
| Q4 2024 | 247 | 5,796,978 | IVV, TTAC, BINC, SPYG | 13F-HR | 2/5/2025 | 000172759925000002 |
| Q3 2024 | 224 | 3,309,693 | IVV, AGG, FVAL, TTAC | 13F-HR | 11/12/2024 | 000172759924000006 |
| Q2 2024 | 238 | 3,391,962 | IVV, SPYG, TTAC, AGG | 13F-HR | 8/12/2024 | 000172759924000004 |
| Q1 2024 | 251 | 3,135,765 | IVV, SPYG, TTAC, IEFA | 13F-HR | 5/15/2024 | 000172759924000003 |
| Q4 2018 | 3 | 760 | LYB, VEA, VTI | 13F-HR | 2/12/2019 | 000160658719000219 |
| Q3 2018 | 126 | 77,685 | JNJ, SPY, IWB, XLK | 13F-HR | 11/9/2018 | 000160658718000853 |
| Q2 2018 | 75 | 48,306 | JNJ, SPY, XLK, VEA | 13F-HR | 8/16/2018 | 000160658718000684 |
| Q1 2018 | 73 | 238,587 | JNJ, SPY, VEA, XLK | 13F-HR | 4/20/2018 | 000160658718000318 |
| Q4 2017 | 100 | 57,912 | JNJ, VEA, IWN, PKW | 13F-HR | 2/15/2018 | 000160658718000245 |