| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 149 | 256,503 | BUFD, AVIG, IVV, BUFR | 13F-HR | 10/30/2024 | 000183942124000004 |
| Q2 2024 | 139 | 230,777 | BUFD, IVV, BUFR, BUFT | 13F-HR | 7/22/2024 | 000183942124000003 |
| Q1 2024 | 137 | 216,341 | BUFD, BUFR, IVV, BUFT | 13F-HR | 4/22/2024 | 000183942124000002 |
| Q4 2023 | 131 | 195,462 | BUFD, BUFR, FIRST TR EXCHNG TRADED FD VI, IVV | 13F-HR | 1/17/2024 | 000183942124000001 |
| Q3 2023 | 139 | 186,037 | IVV, JAAA, SPLG, FLRN | 13F-HR | 10/10/2023 | 000183942123000004 |
| Q2 2023 | 127 | 191,690 | IVV, BIL, SPLG, JAAA | 13F-HR | 7/17/2023 | 000183942123000003 |
| Q1 2023 | 123 | 188,353 | IVV, BIL, JAAA, SPLG | 13F-HR | 4/13/2023 | 000183942123000002 |
| Q4 2022 | 121 | 179,050 | FLRN, BIL, SPYV, JAAA | 13F-HR | 1/17/2023 | 000183942123000001 |
| Q3 2022 | 112 | 170,195 | IVV, FLRN, LQDH, JAAA | 13F-HR | 10/12/2022 | 000183942122000004 |
| Q2 2022 | 120 | 178,464 | ITOT, SPSB, SPLG, SPTM | 13F-HR | 7/12/2022 | 000183942122000003 |
| Q1 2022 | 103 | 182,945 | SPLG, SPTM, FNDX, GLD | 13F-HR | 4/18/2022 | 000183942122000002 |
| Q4 2021 | 95 | 176,910 | SPLG, SPTM, IVV, SPYG | 13F-HR | 1/13/2022 | 000183942122000001 |
| Q3 2021 | 81 | 167,433 | SPYG, IVV, RYT, SPTM | 13F-HR | 10/8/2021 | 000183942121000005 |
| Q2 2021 | 85 | 159,900 | RYT, SPTM, SPLG, SPYG | 13F-HR | 7/13/2021 | 000183942121000004 |
| Q1 2021 | 77 | 151,491 | RYT, SPLG, SPTM, RSP | 13F-HR | 4/14/2021 | 000183942121000003 |
| Q4 2020 | 69 | 141,222 | RSP, GLD, TLT, RYT | 13F-HR/A | 1/26/2021 | 000183942121000002 |
| Q4 2020 | 70 | 119,408 | AAPL, USMV, VUG, QQQ | 13F-HR | 1/25/2021 | 000183942121000001 |