| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 138 | 286,766 | QQQ, SPMO, SCHV, SCHG | 13F-HR | 5/6/2025 | 000173560525000003 |
| Q4 2024 | 139 | 307,783 | QQQ, SPMO, SCHV, SCHG | 13F-HR | 1/23/2025 | 000173560525000001 |
| Q3 2024 | 129 | 285,880 | QQQ, SPMO, SCHV, SCHG | 13F-HR | 11/7/2024 | 000173560524000004 |
| Q2 2024 | 127 | 284,210 | QQQ, SCHG, SPMO, SPEM | 13F-HR | 8/6/2024 | 000173560524000003 |
| Q1 2024 | 137 | 264,950 | QQQ, SCHV, SCHG, FBND | 13F-HR | 5/2/2024 | 000173560524000002 |
| Q4 2023 | 126 | 240,856 | QQQ, SCHV, FBND, SCHD | 13F-HR | 2/12/2024 | 000173560524000001 |
| Q3 2023 | 105 | 224,067 | QQQ, SPLG, SPAB, MGK | 13F-HR | 11/9/2023 | 000173560523000004 |
| Q2 2023 | 103 | 211,180 | QQQ, SPLG, SPAB, SCHD | 13F-HR | 8/1/2023 | 000173560523000003 |
| Q1 2023 | 114 | 210,008 | SPLG, QQQ, SPAB, IUSV | 13F-HR | 4/13/2023 | 000173560523000002 |
| Q4 2022 | 109 | 206,895 | SPLG, QQQ, IUSV, SPAB | 13F-HR | 2/10/2023 | 000173560523000001 |
| Q3 2022 | 114 | 195,292 | SPLG, QQQ, SPAB, MINT | 13F-HR | 11/14/2022 | 000173560522000005 |
| Q2 2022 | 109 | 199,497 | SPLG, QQQ, SPAB, FIXD | 13F-HR | 8/12/2022 | 000173560522000004 |
| Q1 2022 | 125 | 234,323 | SPLG, QQQ, IUSV, MGK | 13F-HR | 6/8/2022 | 000173560522000003 |
| Q4 2021 | 131 | 245,640 | SPLG, FIXD, MGK, IUSV | 13F-HR | 2/14/2022 | 000173560522000001 |
| Q3 2021 | 113 | 230,975 | SPLG, FIXD, QQQ, IUSV | 13F-HR | 11/3/2021 | 000173560521000004 |
| Q2 2021 | 102 | 184,067 | QQQ, IUSV, VXF, FEX | 13F-HR | 8/9/2021 | 000173560521000003 |
| Q1 2021 | 104 | 206,782 | FIXD, SPLG, QQQ, MTUM | 13F-HR | 5/11/2021 | 000173560521000002 |
| Q4 2020 | 88 | 208,174 | SCHG, FIXD, ACWV, SCHD | 13F-HR | 2/11/2021 | 000173560521000001 |
| Q3 2020 | 69 | 641,044 | T, SCHO, SCHG, ACWV | 13F-HR | 11/4/2020 | 000173560520000004 |
| Q2 2020 | 70 | 188,144 | SCHO, SCHG, ACWV, FIXD | 13F-HR | 8/13/2020 | 000173560520000003 |
| Q1 2020 | 69 | 161,980 | SCHO, SCHD, ACWV, SCHB | 13F-HR | 4/28/2020 | 000173560520000002 |
| Q4 2019 | 84 | 193,054 | SCHO, SCHD, SCHB, ACWV | 13F-HR | 2/14/2020 | 000173560520000001 |
| Q3 2019 | 61 | 193,835 | SPGM, SCHM, SCHO, SCHD | 13F-HR | 11/7/2019 | 000173560519000005 |
| Q2 2019 | 54 | 233,484 | SCHR, SCHO, SCHM, SCHD | 13F-HR | 8/9/2019 | 000173560519000004 |
| Q1 2019 | 46 | 140,702 | SCHO, SCHD, SPGM, MNA | 13F-HR | 5/6/2019 | 000173560519000003 |
| Q4 2018 | 45 | 122,443 | SCHO, SCHD, MNA, SPGM | 13F-HR | 2/8/2019 | 000173560519000001 |
| Q3 2018 | 65 | 139,595 | SCHD, SPGM, SCHO, SCHB | 13F-HR | 10/25/2018 | 000173560518000006 |
| Q2 2018 | 68 | 132,209 | SCHD, CORP, SPGM, SPLV | 13F-HR | 10/10/2018 | 000173560518000005 |
| Q1 2018 | 59 | 125,986 | SCHD, CORP, SPGM, SPLV | 13F-HR | 4/18/2018 | 000173560518000002 |
| Q4 2017 | 64 | 116,950 | SCHD, CORP, SPGM, SPLV | 13F-HR | 3/28/2018 | 000173560518000001 |