| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 273 | 677,800 | IVV, QUAL, VGT, GBIL | 13F-HR | 5/15/2025 | 000117266125001975 |
| Q4 2024 | 278 | 693,677 | IVV, VGT, AAPL, QUAL | 13F-HR | 2/14/2025 | 000117266125000854 |
| Q3 2024 | 255 | 690,554 | IVV, VGT, QUAL, MSFT | 13F-HR | 11/14/2024 | 000117266124004848 |
| Q2 2024 | 262 | 681,739 | IVV, VGT, QUAL, MSFT | 13F-HR | 8/14/2024 | 000117266124003477 |
| Q1 2024 | 276 | 679,861 | IVV, VGT, QUAL, MSFT | 13F-HR | 5/14/2024 | 000117266124002311 |
| Q4 2023 | 260 | 606,150 | IVV, VGT, MSFT, QUAL | 13F-HR | 2/14/2024 | 000117266124001144 |
| Q3 2023 | 254 | 574,204 | IVV, VGT, SPY, AAPL | 13F-HR | 11/14/2023 | 000117266123003908 |
| Q2 2023 | 260 | 727,723 | VGT, DVY, IVV, RPV | 13F-HR | 8/14/2023 | 000117266123003183 |
| Q1 2023 | 249 | 620,402 | DVY, VGT, IVV, RPV | 13F-HR | 5/15/2023 | 000117266123002151 |
| Q4 2022 | 238 | 569,548 | DVY, VGT, RPV, IVV | 13F-HR | 2/14/2023 | 000117266123001262 |
| Q3 2022 | 226 | 518,801 | DVY, VGT, RPV, SPY | 13F-HR | 11/14/2022 | 000160658722002311 |
| Q2 2022 | 226 | 523,234 | DVY, VGT, RPV, SPY | 13F-HR | 8/15/2022 | 000160658722001792 |
| Q1 2022 | 234 | 603,291 | DVY, VGT, RPV, SPY | 13F-HR | 5/16/2022 | 000160658722001182 |
| Q4 2021 | 217 | 560,382 | VGT, DVY, RPV, SPY | 13F-HR | 2/14/2022 | 000160658722000544 |
| Q3 2021 | 214 | 507,093 | VGT, DVY, RPV, SPY | 13F-HR | 11/16/2021 | 000160658721001638 |
| Q2 2021 | 238 | 693,672 | SPY, VGT, DVY, VOO | 13F-HR | 8/16/2021 | 000160658721001215 |
| Q1 2021 | 233 | 643,856 | SPY, DVY, VOO, VGT | 13F-HR | 5/13/2021 | 000160658721000707 |
| Q4 2020 | 204 | 574,353 | SPY, VGT, VOO, DVY | 13F-HR | 2/16/2021 | 000160658721000329 |
| Q3 2020 | 181 | 484,446 | SPY, VGT, DVY, VOO | 13F-HR | 11/2/2020 | 000160658720001166 |
| Q2 2020 | 369 | 316,204 | VGT, DVY, PFF, SPY | 13F-HR | 8/6/2020 | 000160658720000853 |
| Q1 2020 | 139 | 240,396 | DVY, VGT, PFF, SPY | 13F-HR | 5/14/2020 | 000160658720000681 |
| Q4 2019 | 339 | 315,489 | DVY, VGT, SPY, XLY | 13F-HR | 2/14/2020 | 000160658720000336 |