| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 92 | 139,194 | XLK, IYW, SCHD, VIG | 13F-HR | 1/26/2024 | 000117266124000358 |
| Q3 2023 | 89 | 121,784 | XLK, SCHD, IYW, VIG | 13F-HR | 10/19/2023 | 000117266123003466 |
| Q2 2023 | 92 | 125,030 | XLK, SCHD, IYW, VIG | 13F-HR | 7/17/2023 | 000117266123002521 |
| Q1 2023 | 86 | 110,730 | XLK, SCHD, IYW, VIG | 13F-HR | 5/3/2023 | 000117266123001808 |
| Q4 2022 | 66 | 95,902 | SCHD, XLK, VIG, IYW | 13F-HR | 1/23/2023 | 000117266123000264 |
| Q3 2022 | 63 | 85,195 | SCHD, XLK, IYW, VIG | 13F-HR | 10/25/2022 | 000160658722001982 |
| Q2 2022 | 65 | 89,383 | XLK, SCHD, IYW, VIG | 13F-HR | 7/25/2022 | 000160658722001444 |
| Q1 2022 | 69 | 105,735 | XLK, IYW, SCHD, VIG | 13F-HR | 5/2/2022 | 000160658722000857 |
| Q4 2021 | 71 | 108,938 | XLK, IYW, SCHD, VIG | 13F-HR | 2/16/2022 | 000160658722000583 |