| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 933 | 248,344 | QQQ, IJH, SCHD, SCHG | 13F-HR | 4/18/2025 | 000184471625000002 |
| Q4 2024 | 899 | 256,741 | QQQ, IJH, SCHD, SCHG | 13F-HR | 1/29/2025 | 000184471625000001 |
| Q3 2024 | 880 | 252,697 | QQQ, IJH, SCHD, SCHG | 13F-HR | 10/22/2024 | 000184471624000005 |
| Q2 2024 | 833 | 236,789 | QQQ, IJH, SCHD, SCHG | 13F-HR | 7/11/2024 | 000184471624000003 |
| Q1 2024 | 815 | 226,011 | QQQ, IJH, SCHD, SCHG | 13F-HR | 4/11/2024 | 000184471624000002 |
| Q4 2023 | 805 | 213,887 | QQQ, IJH, SCHD, SCHM | 13F-HR | 1/29/2024 | 000184471624000001 |
| Q3 2023 | 803 | 196,958 | QQQ, IJH, SCHD, SCHM | 13F-HR | 10/10/2023 | 000184471623000005 |
| Q2 2023 | 134 | 192,143 | QQQ, IJH, SCHD, SCHM | 13F-HR | 7/28/2023 | 000175496023000226 |
| Q1 2023 | 139 | 184,273 | QQQ, IJH, SCHD, FVD | 13F-HR | 5/2/2023 | 000175496023000138 |
| Q4 2022 | 132 | 174,412 | QQQ, IJH, SCHD, FVD | 13F-HR | 2/3/2023 | 000175496023000061 |
| Q3 2022 | 128 | 171,293 | QQQ, IJH, SCHD, SCHM | 13F-HR | 11/14/2022 | 000175496022000305 |
| Q2 2022 | 128 | 178,975 | QQQ, IJH, SCHD, FVD | 13F-HR | 8/3/2022 | 000175496022000212 |
| Q1 2022 | 136 | 208,397 | QQQ, IJH, SCHD, IWM | 13F-HR | 5/12/2022 | 000175496022000140 |
| Q4 2021 | 130 | 213,130 | QQQ, IJH, SCHD, IWM | 13F-HR | 1/21/2022 | 000175496022000038 |
| Q3 2021 | 125 | 193,342 | QQQ, IJH, SCHD, IWM | 13F-HR | 11/1/2021 | 000175496021000202 |
| Q2 2021 | 121 | 189,450 | QQQ, IJH, SCHD, IWM | 13F-HR | 8/5/2021 | 000175496021000154 |
| Q1 2021 | 107 | 172,573 | QQQ, IJH, SCHD, IWM | 13F-HR | 5/5/2021 | 000175496021000075 |
| Q4 2020 | 103 | 159,078 | QQQ, IJH, SCHD, IWM | 13F-HR | 2/16/2021 | 000175496021000042 |