Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 390 | 1,336,492 | XLK, ETF OPPORTUNITIES TRUST, VOO, IUSB | 13F-HR | 11/14/2024 | 000110465924118448 |
Q2 2024 | 386 | 1,258,759 | XLK, VUG, VOO, QQQ | 13F-HR | 8/12/2024 | 000110465924088225 |
Q1 2024 | 387 | 1,263,085 | XLK, VOO, VUG, IVV | 13F-HR | 5/14/2024 | 000110465924061050 |
Q4 2023 | 312 | 1,151,644 | SGOV, BIL, XLK, IVV | 13F-HR | 2/8/2024 | 000110465924012208 |
Q3 2023 | 282 | 1,093,869 | BIL, SGOV, XLK, VOO | 13F-HR | 11/14/2023 | 000110465923117750 |
Q2 2023 | 277 | 1,135,040 | BIL, SGOV, MINT, TLT | 13F-HR | 8/14/2023 | 000110465923090664 |
Q1 2023 | 249 | 1,072,074 | BIL, SGOV, IEFA, TLT | 13F-HR | 5/12/2023 | 000110465923059684 |
Q4 2022 | 232 | 1,001,786 | BIL, IEFA, IUSV, SGOV | 13F-HR | 2/13/2023 | 000110465923019656 |
Q3 2022 | 211 | 951,054 | BIL, MINT, IJR, VIG | 13F-HR | 11/14/2022 | 000110465922117850 |
Q2 2022 | 217 | 980,222 | VIG, BIL, IJR, IEFA | 13F-HR | 8/10/2022 | 000110465922088528 |
Q1 2022 | 231 | 1,149,945 | MINT, SPY, VIG, QQQ | 13F-HR | 5/10/2022 | 000110465922058195 |
Q4 2021 | 214 | 1,072,892 | QQQ, SPY, MINT, VIG | 13F-HR | 1/19/2022 | 000110465922005270 |
Q3 2021 | 211 | 962,882 | QQQ, SPY, VIG, IEFA | 13F-HR | 11/12/2021 | 000110465921138242 |
Q2 2021 | 223 | 930,121 | IJR, VIG, SPY, IEFA | 13F-HR | 8/6/2021 | 000110465921101372 |
Q1 2021 | 203 | 843,584 | IJR, IEMG, MINT, IEFA | 13F-HR | 5/17/2021 | 000110465921068248 |
Q4 2020 | 211 | 773,070 | IJR, IEMG, QQQ, IEFA | 13F-HR | 2/16/2021 | 000110465921023427 |
Q3 2020 | 174 | 655,254 | QQQ, SPY, IEMG, VIG | 13F-HR | 11/17/2020 | 000110465920125978 |
Q2 2020 | 156 | 627,287 | LQD, TLT, EMB, QQQ | 13F-HR | 8/13/2020 | 000110465920094672 |
Q1 2020 | 88 | 408,183 | TLT, QQQ, BIL, SHY | 13F-HR | 5/15/2020 | 000110465920062372 |
Q4 2019 | 104 | 588,224 | QQQ, SPY, VIG, LQD | 13F-HR | 2/19/2020 | 000110465920022863 |
Q3 2019 | 122 | 707,410 | VIG, SPY, QQQ, LQD | 13F-HR | 11/8/2019 | 000110465919061787 |
Q2 2019 | 137 | 580,847 | LQD, TLT, VIG, QQQ | 13F-HR | 8/14/2019 | 000114420419039672 |
Q1 2019 | 112 | 553,873 | VIG, LQD, JNK, SPY | 13F-HR | 5/14/2019 | 000114420419025974 |
Q4 2018 | 102 | 519,208 | IEF, TLT, BNDX, SHY | 13F-HR | 3/14/2019 | 000114420419013926 |