| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 113 | 198,719 | IYY, AGG, VGIT, GLD | 13F-HR | 1/16/2026 | 000195175726000204 |
| Q3 2025 | 105 | 183,878 | IYY, AGG, VGIT, GLD | 13F-HR | 10/27/2025 | 000195175725001215 |
| Q2 2025 | 90 | 155,045 | VOO, IVW, QQQ, AGG | 13F-HR | 7/25/2025 | 000195175725000964 |
| Q1 2025 | 89 | 130,637 | DIA, SPY, IVW, AGG | 13F-HR | 4/29/2025 | 000195175725000472 |
| Q4 2024 | 96 | 131,753 | IYY, AGG, VGIT, IVW | 13F-HR | 1/17/2025 | 000195175725000075 |
| Q3 2024 | 96 | 129,537 | IYY, AGG, VGIT, IVW | 13F-HR | 11/4/2024 | 000195175724001164 |
| Q2 2024 | 95 | 116,550 | IYY, AGG, VGIT, IYW | 13F-HR | 7/15/2024 | 000195175724000521 |
| Q1 2024 | 87 | 107,540 | IYY, AGG, VGIT, SPY | 13F-HR | 8/13/2024 | 000195175724000757 |
| Q4 2023 | 83 | 92,194 | IYY, AGG, VGIT, IVW | 13F-HR | 8/13/2024 | 000195175724000756 |