| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 57 | 624,857 | BND, IUSB, HEFA, VEA | 13F-HR | 5/15/2025 | 000116269525000002 |
| Q4 2024 | 56 | 646,526 | BND, IUSB, VOO, JPST | 13F-HR | 2/13/2025 | 000116269525000001 |
| Q3 2024 | 58 | 649,321 | BND, IUSB, VOO, JPST | 13F-HR | 11/13/2024 | 000116269524000006 |
| Q2 2024 | 56 | 630,278 | BND, IUSB, VOO, DYNF | 13F-HR | 8/14/2024 | 000116269524000003 |
| Q1 2024 | 52 | 582,030 | BND, IUSB, VOO, EFV | 13F-HR | 5/15/2024 | 000116269524000002 |
| Q4 2023 | 52 | 602,663 | BND, IUSB, VOO, JPST | 13F-HR | 2/13/2024 | 000116269524000001 |
| Q3 2023 | 51 | 541,048 | BND, IUSB, VOO, JPST | 13F-HR | 11/13/2023 | 000116269523000005 |
| Q2 2023 | 52 | 531,788 | BND, IUSB, VOO, EFG | 13F-HR | 8/14/2023 | 000116269523000003 |
| Q1 2023 | 53 | 485,790 | BND, VOO, IUSB, JPST | 13F-HR | 5/15/2023 | 000116269523000002 |
| Q4 2022 | 54 | 466,267 | BND, VOO, IUSB, JPST | 13F-HR | 2/14/2023 | 000116269523000001 |
| Q3 2022 | 54 | 422,882 | BND, VOO, IUSB, JPST | 13F-HR | 11/14/2022 | 000116269522000004 |
| Q2 2022 | 52 | 446,386 | BND, VOO, IUSB, JPST | 13F-HR | 8/15/2022 | 000116269522000003 |
| Q1 2022 | 53 | 461,311 | BND, VOO, IUSB, EFV | 13F-HR | 5/16/2022 | 000116269522000002 |
| Q4 2021 | 54 | 567,717 | BND, VOO, JPST, EFV | 13F-HR | 2/14/2022 | 000116269522000001 |
| Q3 2021 | 55 | 498,594 | BND, VOO, EFV, IUSB | 13F-HR | 11/15/2021 | 000116269521000005 |
| Q2 2021 | 39 | 458,050 | SPTI, VOO, VTC, DGRO | 13F-HR | 8/16/2021 | 000116269521000004 |