| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 67 | 110,511 | SCHG, VGT, SCHB, XLK | 13F-HR | 10/30/2026 | 000210440226000004 |
| Q2 2026 | 68 | 111,538 | SCHG, VGT, SCHB, XLK | 13F-HR | 7/21/2026 | 000210440226000003 |
| Q1 2026 | 68 | 97,569 | SCHG, SCHB, VGT, XLK | 13F-HR | 4/15/2026 | 000210440226000002 |
| Q4 2025 | 66 | 99,011 | SCHG, SCHB, VGT, XLK | 13F-HR | 1/30/2026 | 000210440226000001 |