| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 141 | 251,602 | FTSM, IBTH, IBTI, IBTJ | 13F-HR | 10/16/2026 | 000172554726000362 |
| Q2 2026 | 144 | 252,583 | FTSM, IBTH, IBTI, IBTJ | 13F-HR | 7/13/2026 | 000172554726000222 |
| Q1 2026 | 137 | 227,003 | FTSM, IBTH, IBTI, IBTJ | 13F-HR | 4/28/2026 | 000172554726000164 |
| Q4 2025 | 165 | 229,260 | FTSM, IBTJ, IBTK, IBTI | 13F-HR | 1/26/2026 | 000172554726000054 |
| Q3 2025 | 152 | 214,746 | FTSM, IBTK, IBTJ, IBTI | 13F-HR | 10/9/2025 | 000172554725004105 |
| Q2 2025 | 146 | 198,457 | FTSM, IBTK, IBTJ, IBTI | 13F-HR | 7/11/2025 | 000172554725003405 |
| Q1 2025 | 135 | 174,820 | FTSM, IBTJ, IBTI, IBTK | 13F-HR | 4/21/2025 | 000172554725001425 |
| Q4 2024 | 142 | 182,647 | FTSM, IBTG, IBTH, IBTF | 13F-HR | 1/15/2025 | 000172554725000125 |
| Q3 2024 | 125 | 176,157 | FTSM, IWR, FTCS, TLT | 13F-HR | 10/21/2024 | 000172554724005961 |
| Q2 2024 | 136 | 167,161 | FTSM, IWR, FTCS, TLT | 13F-HR | 7/23/2024 | 000172554724003437 |
| Q1 2024 | 114 | 159,034 | FTSM, IWR, FTCS, SCHX | 13F-HR | 5/14/2024 | 000172554724002145 |
| Q4 2023 | 104 | 140,868 | FTSM, IWR, FTCS, SCHX | 13F-HR | 2/14/2024 | 000172554724000527 |
| Q3 2023 | 64 | 125,047 | FTSM, FTCS, IWR, TLT | 13F-HR | 11/1/2023 | 000172554723001692 |
| Q2 2023 | 69 | 129,007 | FTSM, IWR, FTCS, TLT | 13F-HR | 8/1/2023 | 000172554723000160 |
| Q1 2023 | 66 | 123,278 | FTSM, FTCS, IWR, SCHX | 13F-HR | 5/8/2023 | 000172554723000116 |
| Q4 2022 | 64 | 126,638 | FTSM, IWR, FTCS, SCHX | 13F-HR | 2/9/2023 | 000172554723000047 |
| Q3 2022 | 61 | 112,271 | FTSM, IWR, FTCS, SCHX | 13F-HR | 11/8/2022 | 000172554722000195 |
| Q2 2022 | 62 | 117,665 | FTSM, IWR, FTCS, SCHX | 13F-HR | 7/28/2022 | 000172554722000125 |
| Q1 2022 | 68 | 126,758 | FTSM, IWR, FTCS, FTGC | 13F-HR | 5/10/2022 | 000172554722000090 |
| Q4 2021 | 71 | 127,064 | FTSM, IWR, FTCS, IWB | 13F-HR | 1/26/2022 | 000172554722000013 |