| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 143 | 354,281 | IVV, QQQM, RWL, PLW | 13F-HR | 10/21/2024 | 000173321924000004 |
| Q2 2024 | 67 | 302,572 | IVV, OMFL, VWO, HYLB | 13F-HR | 7/10/2024 | 000173321924000003 |
| Q1 2024 | 60 | 292,230 | IVV, OMFL, HYLB, VWO | 13F-HR | 4/17/2024 | 000173321924000002 |
| Q4 2023 | 44 | 277,353 | IVV, GOVT, VYMI, SCHD | 13F-HR | 1/10/2024 | 000173321924000001 |
| Q3 2023 | 44 | 255,999 | IVV, GOVT, IAGG, JPST | 13F-HR | 10/11/2023 | 000173321923000004 |
| Q2 2023 | 42 | 265,855 | IVV, TIP, RSP, GOVT | 13F-HR | 7/10/2023 | 000173321923000003 |
| Q1 2023 | 40 | 260,301 | SCHD, TIP, IVV, RSP | 13F-HR | 4/12/2023 | 000173321923000002 |
| Q4 2022 | 51 | 248,424 | QINT, SCHD, IVV, IAGG | 13F-HR | 1/13/2023 | 000173321923000001 |
| Q3 2022 | 42 | 230,943 | QINT, SCHD, IVV, IAGG | 13F-HR | 10/11/2022 | 000173321922000005 |
| Q2 2022 | 46 | 238,020 | IVV, QINT, SCHD, IAGG | 13F-HR | 7/11/2022 | 000173321922000004 |
| Q1 2022 | 49 | 271,229 | IVV, SCHD, QINT, XSOE | 13F-HR | 4/11/2022 | 000173321922000002 |
| Q4 2021 | 50 | 278,296 | IVV, SCHD, QINT, SPAB | 13F-HR | 1/14/2022 | 000173321922000001 |
| Q3 2021 | 52 | 264,194 | IVV, SCHD, QINT, SPAB | 13F-HR | 10/19/2021 | 000173321921000004 |
| Q2 2021 | 51 | 266,882 | IVV, SCHD, SPIB, QINT | 13F-HR | 7/16/2021 | 000173321921000003 |
| Q1 2021 | 48 | 254,329 | IVV, SPAB, GOVT, SCHD | 13F-HR | 4/20/2021 | 000173321921000002 |
| Q4 2020 | 47 | 245,530 | SPAB, IVV, LQD, GOVT | 13F-HR | 1/19/2021 | 000173321921000001 |
| Q3 2020 | 35 | 199,861 | SPAB, SPLG, GOVT, LQD | 13F-HR | 10/16/2020 | 000173321920000005 |
| Q2 2020 | 35 | 180,421 | SPAB, SPLG, SPTM, GOVT | 13F-HR | 7/16/2020 | 000173321920000004 |
| Q1 2020 | 39 | 153,899 | SPAB, SPLG, SPTM, GOVT | 13F-HR | 4/23/2020 | 000173321920000003 |
| Q4 2019 | 43 | 159,195 | SPTM, SPAB, SPLG, EAGG | 13F-HR | 2/12/2020 | 000173321920000002 |