| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 158 | 126,279 | IVV, SGOV, DGRO, VGT | 13F-HR | 10/15/2024 | 000176561724000006 |
| Q2 2024 | 156 | 118,572 | IVV, SGOV, VGT, DGRO | 13F-HR | 7/29/2024 | 000176561724000005 |
| Q1 2024 | 153 | 114,555 | IVV, SGOV, DGRO, VGT | 13F-HR | 4/4/2024 | 000176561724000003 |
| Q4 2023 | 148 | 84,157 | IVV, DGRO, VGT, IJH | 13F-HR | 1/4/2024 | 000176561724000002 |
| Q3 2023 | 149 | 53,651 | IVV, DGRO, VGT, IJH | 13F-HR | 11/1/2023 | 000176561723000007 |
| Q2 2023 | 153 | 40,480 | IVV, DGRO, VGT, IWB | 13F-HR | 8/2/2023 | 000176561723000006 |
| Q1 2023 | 128 | 24,487 | IVV, DGRO, IWB, EPS | 13F-HR | 5/1/2023 | 000176561723000003 |
| Q4 2022 | 133 | 57,853 | SCHO, VGSH, IVV, DGRO | 13F-HR | 1/27/2023 | 000176561723000001 |
| Q3 2022 | 128 | 54,470 | SCHO, VGSH, IVV, DGRO | 13F-HR | 11/3/2022 | 000176561722000005 |
| Q2 2022 | 127 | 37,577 | SCHO, VGSH, SHY, IWB | 13F-HR | 7/27/2022 | 000176561722000004 |
| Q1 2022 | 131 | 106,800 | IVV, DGRO, SCHO, VGSH | 13F-HR | 5/10/2022 | 000176561722000003 |
| Q4 2021 | 144 | 142,317 | IVV, SCHO, VGSH, SPDW | 13F-HR | 2/16/2022 | 000176561722000002 |
| Q3 2021 | 27 | 156,054 | IVV, SCHO, VGSH, SPDW | 13F-HR | 11/9/2021 | 000160658721001553 |
| Q2 2021 | 28 | 148,917 | IVV, SPDW, VGT, DGRO | 13F-HR | 7/29/2021 | 000160658721000942 |
| Q1 2021 | 24 | 127,824 | IVV, DGRO, SCHO, BND | 13F-HR | 4/28/2021 | 000160658721000454 |
| Q4 2020 | 178 | 130,620 | IVV, VOO, SPTL, BND | 13F-HR | 1/25/2021 | 000160658721000069 |