| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 73 | 109,880 | IVV, AGG, IJH, MUB | 13F-HR | 5/13/2024 | 000195175724000464 |
| Q4 2023 | 81 | 101,349 | IVV, AGG, IJH, MUB | 13F-HR | 1/29/2024 | 000195175724000112 |
| Q3 2023 | 82 | 86,118 | IVV, AGG, SHY, PALC | 13F-HR | 11/7/2023 | 000195175723000684 |
| Q2 2023 | 92 | 93,920 | IVV, PALC, SHY, AGG | 13F-HR | 7/27/2023 | 000195175723000439 |
| Q1 2023 | 89 | 88,925 | IVV, SHY, PALC, JEPI | 13F-HR | 5/10/2023 | 000195175723000290 |
| Q4 2022 | 81 | 82,496 | IVV, SHY, PALC, QQQ | 13F-HR | 2/16/2023 | 000196621923000001 |