| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 81 | 237,061 | SCHZ, VFH, XLV, XLC | 13F-HR | 5/2/2025 | 000108514625002548 |
| Q4 2024 | 74 | 239,109 | SCHZ, VFH, XLC, XLY | 13F-HR | 2/3/2025 | 000108514625000715 |
| Q3 2024 | 66 | 226,888 | SCHZ, VFH, XLC, QUAL | 13F-HR | 11/7/2024 | 000108514624005400 |
| Q2 2024 | 68 | 211,566 | SCHZ, XLC, VFH, MBB | 13F-HR | 7/23/2024 | 000108514624003186 |
| Q1 2024 | 73 | 196,403 | SCHZ, MBB, IGIB, SCHP | 13F-HR | 5/13/2024 | 000108514624002421 |
| Q4 2023 | 69 | 187,179 | SCHZ, MBB, IGIB, SCHP | 13F-HR | 2/7/2024 | 000108514624000816 |
| Q3 2023 | 67 | 170,519 | SCHZ, MBB, IGIB, SCHP | 13F-HR | 11/14/2023 | 000108514623004525 |
| Q2 2023 | 60 | 173,700 | SCHZ, IGIB, MBB, SCHP | 13F-HR | 8/7/2023 | 000108514623003133 |
| Q1 2023 | 60 | 166,702 | SCHZ, IGIB, SPTS, VGIT | 13F-HR | 5/12/2023 | 000108514623002319 |
| Q4 2022 | 56 | 151,002 | SCHZ, SPTS, SCHP, FLOT | 13F-HR | 2/7/2023 | 000108514623000772 |
| Q2 2022 | 58 | 139,327 | SCHZ, SPTS, SCHP, FLOT | 13F-HR | 8/10/2022 | 000108514622002957 |
| Q1 2022 | 59 | 150,967 | USIG, SHAG, SCHP, HYLB | 13F-HR | 5/11/2022 | 000108514622001998 |
| Q4 2021 | 48 | 153,264 | USIG, SHAG, SCHP, HYLB | 13F-HR | 2/14/2022 | 000108514622001115 |