| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 155 | 280,342 | AGG, MSFT, AAPL, VCSH | 13F-HR | 5/8/2025 | 000173038325000002 |
| Q4 2024 | 159 | 291,572 | AGG, MSFT, AAPL, VCSH | 13F-HR | 1/16/2025 | 000173038325000001 |
| Q3 2024 | 157 | 293,088 | AGG, MSFT, AAPL, VCSH | 13F-HR | 11/7/2024 | 000173038324000004 |
| Q2 2024 | 155 | 275,753 | MSFT, AGG, AAPL, VCSH | 13F-HR | 8/13/2024 | 000173038324000003 |
| Q1 2024 | 151 | 274,282 | AGG, MSFT, VCSH, AAPL | 13F-HR | 5/7/2024 | 000173038324000002 |
| Q4 2023 | 151 | 258,982 | AGG, MSFT, AAPL, VCSH | 13F-HR | 2/12/2024 | 000173038324000001 |
| Q3 2023 | 148 | 239,768 | AGG, MSFT, VCSH, AAPL | 13F-HR | 11/16/2023 | 000173038323000005 |
| Q2 2023 | 154 | 253,656 | AGG, MSFT, AAPL, VCSH | 13F-HR | 8/1/2023 | 000173038323000004 |
| Q1 2023 | 155 | 239,748 | AGG, MSFT, VCSH, AAPL | 13F-HR | 4/25/2023 | 000173038323000003 |
| Q4 2022 | 154 | 228,350 | AGG, VCSH, MSFT, AAPL | 13F-HR | 2/23/2023 | 000173038323000002 |
| Q3 2022 | 160 | 219,044 | AGG, VCSH, MSFT, AAPL | 13F-HR | 10/28/2022 | 000173038322000004 |
| Q2 2022 | 165 | 233,822 | AGG, LQD, VCSH, MSFT | 13F-HR | 7/21/2022 | 000173038322000003 |
| Q1 2022 | 186 | 275,320 | AGG, LQD, MSFT, AAPL | 13F-HR | 4/19/2022 | 000173038322000002 |
| Q4 2021 | 195 | 297,098 | AGG, LQD, MSFT, AAPL | 13F-HR | 2/3/2022 | 000173038322000001 |
| Q3 2021 | 201 | 279,661 | AGG, LQD, MSFT, SCHF | 13F-HR | 10/26/2021 | 000173038321000004 |
| Q2 2021 | 221 | 308,314 | AGG, LQD, MSFT, SCHF | 13F-HR | 7/29/2021 | 000173038321000003 |
| Q1 2021 | 218 | 298,788 | AGG, LQD, MSFT, SPMB | 13F-HR | 4/26/2021 | 000173038321000002 |
| Q4 2020 | 206 | 293,618 | AGG, LQD, SPMB, MSFT | 13F-HR | 2/5/2021 | 000173038321000001 |
| Q3 2020 | 189 | 267,653 | AGG, LQD, MSFT, SPMB | 13F-HR | 11/12/2020 | 000173038320000004 |
| Q2 2020 | 186 | 251,329 | AGG, LQD, MSFT, SPMB | 13F-HR | 8/11/2020 | 000173038320000003 |
| Q1 2020 | 173 | 216,479 | AGG, LQD, SPMB, BNDX | 13F-HR | 4/29/2020 | 000173038320000002 |
| Q4 2019 | 188 | 259,445 | LQD, AGG, SCHF, SPMB | 13F-HR | 1/29/2020 | 000173038320000001 |
| Q3 2019 | 179 | 245,348 | LQD, AGG, SPMB, SCHF | 13F-HR | 10/25/2019 | 000173038319000004 |
| Q2 2019 | 179 | 239,216 | LQD, AGG, SPMB, SCHF | 13F-HR | 8/1/2019 | 000173038319000003 |
| Q1 2019 | 181 | 227,486 | AGG, LQD, SPMB, SCHF | 13F-HR | 4/17/2019 | 000173038319000002 |
| Q4 2018 | 178 | 201,951 | AGG, LQD, SPMB, SCHF | 13F-HR | 2/6/2019 | 000173038319000001 |
| Q3 2018 | 189 | 224,938 | AGG, LQD, SCHF, SPMB | 13F-HR | 11/14/2018 | 000173038318000018 |
| Q2 2018 | 182 | 216,819 | AGG, LQD, SPMB, SCHF | 13F-HR | 8/7/2018 | 000173038318000016 |
| Q1 2018 | 178 | 216,561 | LQD, AGG, SPMB, SCHF | 13F-HR | 6/4/2018 | 000173038318000015 |