| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 512 | $559M | +$125M | -$98.6M | +$26.3M | XLK, XLF, IVV, XLY, AVGO | 13F-HR | 2/14/2025, 03:36 PM |
| Q3 2024 | 125 | $521M | +$136M | -$101M | +$35.1M | XLK, IVV, XLF, XLY, SPY | 13F-HR | 11/8/2024, 04:51 PM |
| Q2 2024 | 119 | $477M | +$102M | -$85.6M | +$16.4M | XLK, IVV, IYH, XLY, XLI | 13F-HR | 7/31/2024, 07:47 PM |
| Q1 2024 | 117 | $455M | +$96M | -$43.3M | +$52.7M | XLK, IYH, IVV, XLY, XLF | 13F-HR | 5/6/2024, 01:55 PM |
| Q4 2023 | 113 | $407M | +$94.5M | -$90.9M | +$3.53M | XLK, IYH, IVV, XLY, XLF | 13F-HR | 1/12/2024, 10:52 AM |
| Q3 2023 | 110 | $367M | +$154M | -$5.31M | +$149M | XLK, IVV, IYH, XLY, XLI | 13F-HR | 10/27/2023, 05:39 PM |
| Q2 2023 | 89 | $340M | +$87M | -$12.7M | +$74.3M | XLV, XLK, IVV, XLY, VHT | 13F-HR | 8/4/2023, 05:27 PM |
| Q1 2023 | 462 | $365M | +$125M | -$84.8M | +$39.9M | XLV, XLK, IVV, XLI, IWS | 13F-HR | 5/5/2023, 04:16 PM |
| Q4 2022 | 432 | $344M | +$134M | -$89.9M | +$43.6M | XLV, XLP, IVV, XLI, XLU | 13F-HR | 2/13/2023, 01:22 PM |
| Q3 2022 | 394 | $303M | +$51M | -$34.6M | +$16.4M | BDEC, IVV, XLU, XLV, XLP | 13F-HR | 11/14/2022, 12:31 PM |
| Q2 2022 | 346 | $311M | +$68.8M | -$24.7M | +$44.1M | XLU, IVV, XLV, XLP, VHT | 13F-HR | 8/5/2022, 01:27 PM |
| Q1 2022 | 463 | $336M | +$82.8M | -$50.6M | +$32.2M | IVV, XLU, XLV, VHT, XLP | 13F-HR | 4/28/2022, 05:34 PM |
| Q4 2021 | 507 | $321M | +$86.3M | -$28.2M | +$58.1M | IVV, XLU, XLF, XLY, USMV | 13F-HR | 1/28/2022, 09:46 AM |
| Q3 2021 | 509 | $301M | +$93.7M | -$79.1M | +$14.7M | IVV, XLP, XLV, XLU, USMV | 13F-HR | 11/12/2021, 09:28 AM |
| Q2 2021 | 403 | $290M | +$54.7M | -$31M | +$23.7M | IVV, XLK, USMV, XLF, IJR | 13F-HR | 8/10/2021, 03:32 PM |
| Q1 2021 | 373 | $252M | +$38.6M | -$22.9M | +$15.7M | IVV, USMV, XLF, AGG, IJR | 13F-HR | 5/6/2021, 03:20 PM |
| Q4 2020 | 308 | $227M | IVV, USMV, AGG, USIG, MTUM | 13F-HR | 1/29/2021, 02:54 PM |