| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,202 | 9,715,142 | IVV, IVW, IVE, SOXX | 13F-HR | 8/14/2026 | 000174340426000008 |
| Q1 2026 | 1,160 | 8,071,343 | IVW, IVE, IUSB, DYNF | 13F-HR | 5/11/2026 | 000174340426000005 |
| Q4 2025 | 1,104 | 7,630,227 | IVW, IVE, DYNF, IUSB | 13F-HR | 2/9/2026 | 000108514626000181 |
| Q3 2025 | 1,039 | 6,882,162 | IVW, DYNF, QUAL, BIL | 13F-HR | 11/3/2025 | 000174340425000008 |
| Q2 2025 | 916 | 6,332,323 | IVW, SPY, QUAL, IUSB | 13F-HR | 8/8/2025 | 000108514625004733 |
| Q1 2025 | 855 | 5,416,988 | IVW, IVV, SPY, IUSB | 13F-HR | 5/7/2025 | 000108514625002684 |
| Q4 2024 | 837 | 5,182,147 | IVW, IVV, IUSB, SPY | 13F-HR | 1/22/2025 | 000108514625000406 |
| Q3 2024 | 816 | 4,759,238 | IUSB, IVW, IVV, TDSC | 13F-HR | 10/21/2024 | 000108514624005039 |
| Q2 2024 | 752 | 4,120,612 | IVV, TDSC, BIL, CLSM | 13F-HR | 8/2/2024 | 000108514624003448 |
| Q1 2024 | 703 | 3,819,692 | TDSC, IVV, CLSM, BIL | 13F-HR | 5/13/2024 | 000108514624002429 |
| Q4 2023 | 665 | 3,725,646 | IVV, TDSC, CLSM, BIL | 13F-HR | 2/8/2024 | 000108514624000856 |
| Q3 2023 | 639 | 3,247,584 | TDSC, BIL, IVV, BSCN | 13F-HR | 10/5/2023 | 000108514623003596 |
| Q2 2023 | 573 | 3,020,469 | TDSC, BIL, IVV, CLSM | 13F-HR | 7/19/2023 | 000108514623002759 |
| Q1 2023 | 514 | 2,797,380 | TDSC, CLSA, TDSB, TDSD | 13F-HR | 4/25/2023 | 000108514623001863 |
| Q4 2022 | 443 | 2,513,335 | TDSC, CLSA, TDSB, TDSD | 13F-HR | 1/11/2023 | 000175496023000009 |
| Q3 2022 | 399 | 2,293,111 | TDSC, CLSC, TDSB, TDSD | 13F-HR | 10/19/2022 | 000175496022000264 |
| Q2 2022 | 395 | 2,391,822 | TDSC, CLSC, TDSB, TDSD | 13F-HR | 7/7/2022 | 000175496022000155 |
| Q1 2022 | 347 | 2,585,743 | TDSC, TDSD, CLSA, TDSB | 13F-HR | 4/19/2022 | 000175496022000095 |
| Q4 2021 | 343 | 2,656,881 | TDSC, CLSA, TDSD, TDSB | 13F-HR | 1/21/2022 | 000175496022000037 |
| Q3 2021 | 312 | 2,289,808 | TDSC, TDSB, TDSD, CLSM | 13F-HR | 10/12/2021 | 000175496021000188 |
| Q2 2021 | 300 | 2,084,723 | TDSC, TDSB, TDSD, TDSE | 13F-HR | 7/14/2021 | 000139834421014367 |
| Q1 2021 | 224 | 1,732,895 | TDSC, TDSB, TDSD, DVY | 13F-HR | 4/9/2021 | 000139834421007845 |
| Q4 2020 | 188 | 1,521,206 | TDSC, TDSB, TDSD, QQQ | 13F-HR | 1/13/2021 | 000139834421000705 |
| Q3 2020 | 167 | 455,828 | UUP, QQQ, VNQ, SPY | 13F-HR | 10/7/2020 | 000139834420019809 |
| Q2 2020 | 163 | 1,130,071 | QQQ, VAW, VGT, VBK | 13F-HR | 7/8/2020 | 000139834420013428 |
| Q1 2020 | 118 | 862,960 | IEF, HDV, TLT, GLD | 13F-HR | 4/6/2020 | 000139834420007535 |
| Q4 2019 | 128 | 813,417 | XLK, XLV, MGK, TLT | 13F-HR | 1/9/2020 | 000139834420000522 |
| Q3 2019 | 129 | 762,644 | LQD, VUG, QQQ, MGK | 13F-HR | 10/7/2019 | 000139834419017596 |
| Q2 2019 | 119 | 665,773 | IEF, LQD, QQQ, VUG | 13F-HR | 7/8/2019 | 000139834419011621 |
| Q1 2019 | 97 | 575,984 | IYR, XLY, MDY, IWM | 13F-HR | 4/8/2019 | 000139834419006336 |
| Q4 2018 | 103 | 472,806 | ILF, IYR, XLK, IWS | 13F-HR | 2/11/2019 | 000139834419002422 |
| Q3 2018 | 100 | 410,695 | LQD, MGK, VIG, VOE | 13F-HR | 11/9/2018 | 000139834418016239 |
| Q2 2018 | 90 | 375,204 | QQQ, LQD, MGK, VOE | 13F-HR | 8/14/2018 | 000139834418011911 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
27 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 11/3/2025. View all