| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 865 | 203,309 | SCHX, AAPL, VOO, LECO | 13F-HR | 11/8/2023 | 000199982823000031 |
| Q2 2023 | 855 | 206,347 | SCHX, AAPL, VOO, LECO | 13F-HR | 11/8/2023 | 000199982823000030 |
| Q1 2023 | 804 | 187,222 | SCHX, AAPL, VOO, LECO | 13F-HR | 11/7/2023 | 000199982823000029 |
| Q4 2022 | 1,658 | 262,409 | SCHX, AAPL, VOO, LECO | 13F-HR | 11/7/2023 | 000199982823000028 |
| Q3 2022 | 1,705 | 245,568 | SCHX, AAPL, VOO, IWB | 13F-HR | 11/7/2023 | 000199982823000027 |
| Q2 2022 | 1,647 | 251,803 | SCHX, AAPL, IWB, ABBV | 13F-HR | 11/7/2023 | 000199982823000026 |
| Q1 2022 | 1,631 | 290,511 | SCHX, AAPL, IWB, SPY | 13F-HR | 11/7/2023 | 000199982823000025 |
| Q4 2021 | 1,669 | 299,929 | SCHX, AAPL, IWB, MSFT | 13F-HR | 11/7/2023 | 000199982823000024 |
| Q3 2021 | 1,313 | 270,977 | SCHX, AAPL, IWB, SCHE | 13F-HR | 11/7/2023 | 000199982823000023 |
| Q2 2021 | 1,296 | 273,696 | SCHX, AAPL, IWB, SCHE | 13F-HR | 11/7/2023 | 000199982823000022 |
| Q1 2021 | 1,253 | 254,211 | SCHX, AAPL, IWB, SCHE | 13F-HR | 11/7/2023 | 000199982823000021 |
| Q4 2020 | 1,230 | 235,761 | SCHX, AAPL, IWB, SCHE | 13F-HR | 11/7/2023 | 000199982823000020 |
| Q3 2020 | 1,218 | 206,715 | SCHX, AAPL, IWB, SCHE | 13F-HR | 11/7/2023 | 000199982823000019 |
| Q2 2020 | 1,201 | 191,125 | SCHX, AAPL, IWB, UIHC | 13F-HR | 11/7/2023 | 000199982823000018 |
| Q1 2020 | 1,199 | 158,974 | SCHX, AAPL, UIHC, IWB | 13F-HR | 11/7/2023 | 000199982823000017 |
| Q4 2019 | 1,167 | 195,162 | SCHX, AAPL, UIHC, IWB | 13F-HR | 11/7/2023 | 000199982823000016 |
| Q3 2019 | 1,179 | 179,122 | SCHX, UIHC, AAPL, IWB | 13F-HR | 11/7/2023 | 000199982823000015 |
| Q2 2019 | 1,161 | 174,147 | SCHX, UIHC, AAPL, IWB | 13F-HR | 11/6/2023 | 000199982823000014 |
| Q1 2019 | 1,189 | 171,292 | SCHX, UIHC, AAPL, IWB | 13F-HR | 11/6/2023 | 000199982823000013 |
| Q4 2018 | 1,132 | 155,073 | UIHC, SCHX, AAPL, IWB | 13F-HR | 11/6/2023 | 000199982823000012 |
| Q3 2018 | 1,134 | 152,622 | SCHX, UIHC, SCHE, SCHA | 13F-HR | 11/6/2023 | 000199982823000011 |
| Q2 2018 | 1,127 | 143,737 | SCHX, UIHC, SCHE, SCHA | 13F-HR | 11/6/2023 | 000199982823000010 |
| Q1 2018 | 1,125 | 139,668 | SCHX, UIHC, SCHE, SCHA | 13F-HR | 11/6/2023 | 000199982823000009 |
| Q4 2017 | 1,078 | 136,526 | SCHX, UIHC, SCHE, SCHA | 13F-HR | 11/6/2023 | 000199982823000008 |
| Q3 2017 | 1,076 | 131,024 | UIHC, SCHX, SCHE, ICF | 13F-HR | 11/6/2023 | 000199982823000007 |
| Q2 2017 | 1,083 | 126,322 | UIHC, SCHX, SCHE, ICF | 13F-HR | 11/6/2023 | 000199982823000006 |
| Q1 2017 | 1,064 | 119,386 | UIHC, SCHX, SCHE, ICF | 13F-HR | 11/6/2023 | 000199982823000005 |
| Q4 2016 | 1,057 | 111,759 | UIHC, SCHX, SCHE, RJI | 13F-HR | 11/6/2023 | 000199982823000004 |
| Q3 2016 | 1,045 | 109,571 | UIHC, SCHX, SCHE, ICF | 13F-HR | 11/6/2023 | 000199982823000003 |
| Q2 2016 | 1,024 | 105,915 | UIHC, SCHX, ICF, SCHE | 13F-HR | 11/6/2023 | 000199982823000002 |
| Q1 2016 | 1,016 | 105,424 | UIHC, SCHX, ICF, SCHE | 13F-HR | 11/6/2023 | 000199982823000001 |