| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 275 | 216,068 | VCIT, JEPI, JAAA, TOTL | 13F-HR | 5/15/2025 | 000164176125000004 |
| Q4 2024 | 59 | 236,069 | VCIT, JEPI, TOTL, MINT | 13F-HR | 2/12/2025 | 000164176125000003 |
| Q4 2019 | 387 | 161,796 | TLT, XLU, FLOT, TIP | 13F-HR | 2/14/2020 | 000164176120000001 |
| Q3 2019 | 355 | 149,541 | TLT, TIP, XLU, FLOT | 13F-HR | 10/28/2019 | 000164176119000008 |
| Q1 2019 | 342 | 141,878 | TLT, TIP, FLOT, XLU | 13F-HR | 5/8/2019 | 000164176119000006 |
| Q4 2018 | 316 | 119,779 | TIP, FLOT, TLT, XLU | 13F-HR | 2/6/2019 | 000164176119000001 |