| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 155 | 321,346 | SPY, NVDA, EFA, AVGO | 13F-HR | 5/2/2025 | 000110465925043940 |
| Q4 2024 | 152 | 334,882 | SPY, NVDA, AVGO, COST | 13F-HR | 2/10/2025 | 000110465925010809 |
| Q3 2024 | 154 | 327,100 | SPY, NVDA, AVGO, IEI | 13F-HR | 11/14/2024 | 000110465924118614 |
| Q2 2024 | 147 | 299,233 | SPY, NVDA, AVGO, IWV | 13F-HR | 8/6/2024 | 000110465924086172 |
| Q1 2024 | 147 | 285,056 | SPY, NVDA, AGG, EFA | 13F-HR | 5/9/2024 | 000110465924059176 |
| Q4 2023 | 129 | 250,858 | SPY, NVDA, AGG, EFA | 13F-HR | 2/15/2024 | 000110465924024428 |
| Q3 2023 | 125 | 222,363 | SPY, AGG, NVDA, IJH | 13F-HR | 11/13/2023 | 000110465923116701 |
| Q2 2023 | 124 | 228,301 | SPY, AGG, NVDA, IJH | 13F-HR | 8/7/2023 | 000110465923088352 |
| Q1 2023 | 121 | 204,425 | SPY, IWV, AGG, NVDA | 13F-HR | 5/15/2023 | 000110465923060589 |
| Q4 2022 | 123 | 180,676 | SPY, AGG, IWB, MDY | 13F-HR | 2/10/2023 | 000110465923018373 |
| Q3 2022 | 117 | 167,593 | SPY, AGG, IWV, IWB | 13F-HR | 11/10/2022 | 000110465922117206 |
| Q2 2022 | 115 | 177,298 | SPY, IWV, AGG, SHY | 13F-HR | 8/9/2022 | 000110465922087744 |
| Q1 2022 | 120 | 203,288 | SPY, AGG, IWV, IWB | 13F-HR | 5/11/2022 | 000110465922058672 |
| Q4 2021 | 116 | 205,852 | SPY, AGG, IWV, IWB | 13F-HR | 2/10/2022 | 000110465922019464 |
| Q3 2021 | 114 | 188,539 | SPY, AGG, IWB, IWV | 13F-HR | 11/8/2021 | 000110465921135487 |
| Q2 2021 | 116 | 191,938 | AGG, SPY, IWV, IWB | 13F-HR | 8/10/2021 | 000110465921102763 |
| Q1 2021 | 81 | 101,269 | SWKS, AGG, SPY, IWB | 13F-HR | 5/17/2021 | 000110465921067548 |
| Q4 2020 | 112 | 162,297 | AGG, IWV, SPY, EEM | 13F-HR | 3/11/2021 | 000110465921034595 |
| Q3 2020 | 107 | 142,162 | AGG, SWKS, IWB, IWV | 13F-HR | 11/6/2020 | 000110465920122448 |
| Q2 2020 | 107 | 127,001 | AGG, IWB, IWV, SWKS | 13F-HR | 8/14/2020 | 000110465920095166 |
| Q1 2020 | 81 | 101,269 | SWKS, AGG, SPY, IWB | 13F-HR | 5/5/2020 | 000110465920056824 |
| Q4 2019 | 92 | 122,441 | SWKS, IWB, AGG, SPY | 13F-HR | 2/11/2020 | 000110465920016223 |
| Q3 2019 | 91 | 111,792 | SPY, IWB, IWV, SHY | 13F-HR | 11/14/2019 | 000110465919064220 |
| Q2 2019 | 91 | 107,796 | AGG, IWB, SHY, IWV | 13F-HR | 8/12/2019 | 000114420419038991 |
| Q1 2019 | 89 | 103,578 | CWB, AGG, IWB, SHY | 13F-HR | 5/8/2019 | 000114420419024314 |
| Q4 2018 | 80 | 92,899 | SHY, AGG, IWB, CWB | 13F-HR | 2/14/2019 | 000114420419007376 |
| Q3 2018 | 85 | 108,911 | IWB, AGG, SHY, CWB | 13F-HR | 11/13/2018 | 000114420418059124 |
| Q2 2018 | 330 | 111,842 | MDY, IWB, AGG, SHY | 13F-HR | 8/10/2018 | 000114420418043580 |
| Q1 2018 | 330 | 110,975 | SHY, IWB, AGG, MDY | 13F-HR | 5/15/2018 | 000114420418028358 |
| Q4 2017 | 364 | 109,504 | IWB, AGG, CWB, MDY | 13F-HR | 2/13/2018 | 000114420418007400 |