| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 117 | 351,348 | SCHD, QQQ, IOO, IJR | 13F-HR | 11/18/2024 | 000203554324000002 |
| Q2 2024 | 92 | 297,410 | SCHD, QQQ, IOO, PHDG | 13F-HR | 7/31/2024 | 000117266124002997 |
| Q1 2024 | 78 | 283,134 | SCHD, QQQ, IOO, PHDG | 13F-HR | 5/7/2024 | 000117266124002033 |
| Q4 2023 | 67 | 256,082 | SCHD, QQQ, PHDG, IOO | 13F-HR | 2/14/2024 | 000117266124000993 |
| Q3 2023 | 64 | 216,735 | SCHD, QQQ, PHDG, IOO | 13F-HR | 11/17/2023 | 000117266123004062 |
| Q2 2023 | 62 | 211,849 | SCHD, QQQ, PHDG, IOO | 13F-HR | 8/14/2023 | 000117266123003053 |
| Q1 2023 | 33 | 34,724 | SCHD, QQQ, PHDG, HNDL | 13F-HR | 5/15/2023 | 000117266123002263 |
| Q4 2022 | 55 | 147,268 | SCHD, PHDG, QQQ, HNDL | 13F-HR | 2/16/2023 | 000117266123001495 |