| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2019 | 19 | 12,906 | GSLC, VTI, IWM, HDV | 13F-HR | 1/14/2020 | 000108514620000126 |
| Q3 2019 | 56 | 48,951 | VTI, GSLC, IVV, IWM | 13F-HR | 10/30/2019 | 000108514619002680 |
| Q2 2019 | 51 | 105,565 | USMV, ACWV, QQQ, RSP | 13F-HR | 8/6/2019 | 000108514619002107 |
| Q1 2019 | 73 | 123,343 | USMV, ACWV, QQQ, RSP | 13F-HR | 5/15/2019 | 000108514619001675 |
| Q4 2018 | 59 | 100,970 | USMV, ACWV, RSP, QQQ | 13F-HR | 1/22/2019 | 000108514619000210 |
| Q3 2018 | 60 | 116,484 | USMV, RSP, ACWV, XSLV | 13F-HR | 11/27/2018 | 000108514618002810 |
| Q2 2018 | 53 | 94,235 | USMV, RSP, ACWV, XSLV | 13F-HR | 8/10/2018 | 000108514618001972 |
| Q1 2018 | 57 | 103,531 | RSP, USMV, ACWV, SPHD | 13F-HR | 5/8/2018 | 000108514618001274 |
| Q4 2017 | 58 | 110,736 | RSP, SPHD, USMV, ACWV | 13F-HR | 2/9/2018 | 000108514618000470 |