| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 38 | 100,780 | SPYV, SCHF, VOO, SHYG | 13F-HR | 4/9/2025 | 000166032825000003 |
| Q4 2024 | 37 | 96,736 | SPYV, IGIB, SCHF, SPY | 13F-HR | 1/14/2025 | 000166032825000001 |
| Q3 2024 | 36 | 96,100 | SPYV, IGIB, SCHF, SPY | 13F-HR | 10/9/2024 | 000166032824000003 |
| Q3 2021 | 8 | 88,167 | SPYG, SPYV, SPY, VTIP | 13F-HR | 10/12/2021 | 000166032821000004 |
| Q2 2021 | 8 | 88,459 | SPYG, SPYV, SPY, VTIP | 13F-HR | 7/12/2021 | 000166032821000003 |
| Q1 2021 | 8 | 85,688 | HYG, SPYV, SPYG, QQQ | 13F-HR | 4/13/2021 | 000166032821000002 |
| Q4 2020 | 7 | 93,848 | SPY, AGG, IEF, HYG | 13F-HR | 2/1/2021 | 000166032821000001 |
| Q3 2020 | 6 | 89,409 | AGG, SPY, TLT, SHY | 13F-HR | 10/28/2020 | 000166032820000008 |
| Q2 2020 | 6 | 90,354 | AGG, SPY, TLT, SHY | 13F-HR | 7/20/2020 | 000166032820000007 |
| Q1 2020 | 2 | 59,227 | SHY, IEI | 13F-HR | 4/27/2020 | 000166032820000006 |
| Q4 2019 | 4 | 128,390 | SPY, TLT, LQD, SHY | 13F-HR | 1/7/2020 | 000166032820000002 |
| Q3 2019 | 4 | 133,849 | SPY, TLT, IGIB, SHY | 13F-HR | 10/10/2019 | 000166032819000009 |
| Q2 2019 | 7 | 118,053 | SPY, IGIB, HYG, QQQ | 13F-HR | 8/19/2019 | 000166032819000008 |
| Q1 2019 | 4 | 109,893 | SPY, TLT, IGIB, USMV | 13F-HR | 5/3/2019 | 000166032819000004 |
| Q4 2018 | 4 | 103,582 | USMV, IGIB, TLH, AGG | 13F-HR | 4/4/2019 | 000166032819000003 |