| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 532 | 324,414 | PVAL, LRGE, VBR, ISTB | 13F-HR | 4/16/2025 | 000184782025000005 |
| Q4 2024 | 191 | 333,163 | PVAL, LRGE, VBR, ISTB | 13F-HR | 1/28/2025 | 000184420125000001 |
| Q3 2024 | 189 | 319,259 | PVAL, LRGE, VBR, ISTB | 13F-HR | 10/15/2024 | 000184420124000007 |
| Q2 2024 | 1,241 | 311,401 | PVAL, LRGE, VBR, ISTB | 13F-HR | 7/12/2024 | 000184420124000005 |
| Q1 2024 | 350 | 294,847 | PVAL, LRGE, VBR, ISTB | 13F-HR | 4/11/2024 | 000184420124000004 |
| Q4 2023 | 170 | 253,842 | LRGE, ISTB, VBR, JMUB | 13F-HR | 1/22/2024 | 000184420124000001 |
| Q3 2023 | 142 | 170,894 | VBR, LRGE, ISTB, SCHM | 13F-HR | 10/18/2023 | 000184420123000005 |
| Q2 2023 | 145 | 200,458 | SHM, LRGE, ISTB, SCHM | 13F-HR | 7/27/2023 | 000184420123000004 |
| Q1 2023 | 114 | 171,261 | SHM, LRGE, ISTB, SCHM | 13F-HR | 4/19/2023 | 000184420123000003 |
| Q4 2022 | 126 | 181,354 | SHM, LRGE, ISTB, SCHM | 13F-HR | 2/3/2023 | 000184420123000002 |
| Q3 2022 | 101 | 137,016 | SHM, ISTB, LRGE, SCHM | 13F-HR | 10/17/2022 | 000184420122000005 |
| Q2 2022 | 110 | 151,241 | SHM, ISTB, LRGE, SCHM | 13F-HR | 8/10/2022 | 000184420122000004 |
| Q1 2022 | 104 | 114,889 | LRGE, SCHM, XHB, XLB | 13F-HR | 5/9/2022 | 000184420122000003 |
| Q4 2021 | 127 | 158,077 | LRGE, SCHM, XHB, XLB | 13F-HR | 1/31/2022 | 000184420122000001 |
| Q3 2021 | 82 | 104,043 | LRGE, SCHM, XHB, XLI | 13F-HR | 11/5/2021 | 000184420121000004 |
| Q2 2021 | 85 | 107,460 | LRGE, SCHM, XHB, XLI | 13F-HR | 8/2/2021 | 000184420121000003 |
| Q1 2021 | 82 | 92,006 | LRGE, XHB, SCHM, GDX | 13F-HR | 4/28/2021 | 000184420121000002 |
| Q4 2020 | 73 | 79,769 | LRGE, XHB, SCHM, GDX | 13F-HR | 2/11/2021 | 000184420121000001 |