| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 231 | 823,559 | SPYV, SPYG, FBND, AAPL | 13F-HR | 4/14/2025 | 000195175725000357 |
| Q4 2024 | 221 | 824,142 | SPYV, SPYG, FBND, AAPL | 13F-HR | 1/17/2025 | 000195175725000050 |
| Q3 2024 | 223 | 811,588 | SPYV, SPYG, FBND, AAPL | 13F-HR | 10/10/2024 | 000195175724001004 |
| Q2 2024 | 214 | 734,211 | SPYV, FBND, SPYG, AAPL | 13F-HR | 8/1/2024 | 000195175724000616 |
| Q1 2024 | 218 | 676,841 | SPYV, FBND, SPYG, AAPL | 13F-HR | 4/15/2024 | 000195175724000286 |
| Q4 2023 | 221 | 567,551 | AAPL, EFG, DWM, IEMG | 13F-HR | 1/30/2024 | 000195175724000163 |
| Q3 2023 | 198 | 493,617 | AAPL, DWM, IEMG, EFG | 13F-HR | 10/30/2023 | 000195175723000640 |
| Q2 2023 | 187 | 492,637 | AAPL, ESGE, DWM, EFG | 13F-HR | 7/18/2023 | 000195175723000380 |
| Q1 2023 | 187 | 444,238 | AAPL, FPXI, ESGE, DWM | 13F-HR | 4/20/2023 | 000195175723000196 |
| Q4 2022 | 185 | 405,448 | AAPL, FVD, VYM, SPYG | 13F-HR | 1/19/2023 | 000195175723000021 |
| Q3 2022 | 174 | 369,905 | AAPL, FVD, VYM, AGOX | 13F-HR | 10/17/2022 | 000184125922000006 |
| Q2 2022 | 164 | 381,887 | AAPL, AGOX, QQQ, FVD | 13F-HR | 7/18/2022 | 000184125922000005 |
| Q1 2022 | 193 | 450,071 | AAPL, QQQ, AGOX, FVD | 13F-HR | 4/20/2022 | 000184125922000003 |
| Q4 2021 | 191 | 463,234 | AAPL, QQQ, AGOX, FVD | 13F-HR | 1/28/2022 | 000184125922000002 |
| Q3 2021 | 182 | 391,280 | AAPL, QQQ, AGOX, FVD | 13F-HR | 11/12/2021 | 000184125921000005 |
| Q2 2021 | 163 | 379,269 | AAPL, FVD, INVESCO QQQ TR, SPYG | 13F-HR | 7/26/2021 | 000184125921000004 |
| Q1 2021 | 165 | 335,958 | AAPL, FVD, QQQ, SPYG | 13F-HR | 5/10/2021 | 000184125921000003 |
| Q4 2020 | 159 | 308,035 | AAPL, SPYG, FVD, VCSH | 13F-HR | 2/12/2021 | 000184125921000002 |