| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 494 | 1,079,506 | AVUS, IVV, VOO, AVIG | 13F-HR | 10/9/2024 | 000106299324017516 |
| Q2 2024 | 1,240 | 4,425,334 | VV, AAPL, CEF, MSFT | 13F-HR | 7/10/2024 | 000106299324013640 |
| Q1 2024 | 1,177 | 4,197,170 | VV, CEF, AAPL, MSFT | 13F-HR | 4/24/2024 | 000106299324008754 |
| Q4 2023 | 180 | 258,367 | IWY, FTSM, IVV, IWX | 13F-HR | 1/29/2024 | 000106299324001494 |
| Q3 2023 | 93 | 170,863 | IWY, FTSM, IWX, IVV | 13F-HR | 10/19/2023 | 000106299323019571 |
| Q2 2023 | 77 | 160,819 | IWY, FTSM, IWX, EFG | 13F-HR | 7/26/2023 | 000106299323015331 |
| Q1 2023 | 69 | 150,364 | FTSM, IWY, IWX, EFG | 13F-HR | 4/27/2023 | 000106299323009559 |
| Q4 2022 | 65 | 113,295 | FTSM, IWY, IWX, VMBS | 13F-HR | 2/15/2023 | 000106299323003584 |
| Q3 2022 | 68 | 74,485 | SPTS, SPYG, BKLN, SPYV | 13F-HR | 10/12/2022 | 000106299322020720 |
| Q2 2022 | 53 | 68,512 | SPTS, SPYG, BKLN, SPYV | 13F-HR | 7/19/2022 | 000106299322016478 |
| Q1 2022 | 66 | 102,818 | SPYG, SCHM, SPYV, XLK | 13F-HR | 5/19/2022 | 000106299322013058 |
| Q4 2021 | 60 | 185,455 | XLK, SPYG, SPYV, SCHM | 13F-HR | 2/25/2022 | 000106299322005659 |