| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 16 | 24,180 | SPY, IWB, VEA, AXP | 13F-HR | 11/4/2021 | 000093041321001836 |
| Q2 2021 | 20 | 26,965 | SPY, IWB, VEA, AXP | 13F-HR | 8/4/2021 | 000093041321001424 |
| Q1 2021 | 15 | 21,223 | SPY, IWB, VEA, AXP | 13F-HR | 5/11/2021 | 000093041321001067 |
| Q4 2020 | 16 | 20,445 | SPY, VEA, IWB, AXP | 13F-HR | 2/3/2021 | 000093041321000106 |
| Q3 2020 | 16 | 17,397 | SPY, IWB, VEA, AXP | 13F-HR | 11/4/2020 | 000093041320002496 |
| Q2 2020 | 26 | 104,397 | SPY, EFA, AGG, EEM | 13F-HR | 8/10/2020 | 000093041320001973 |
| Q1 2020 | 20 | 172,841 | SPY, EFA, AGG, EEM | 13F-HR | 5/4/2020 | 000093041320001364 |
| Q4 2019 | 18 | 384,280 | SPY, EFA, AGG, EEM | 13F-HR | 1/29/2020 | 000093041320000165 |
| Q3 2019 | 17 | 372,224 | SPY, AGG, EFA, VNQ | 13F-HR | 11/12/2019 | 000093041319002828 |
| Q2 2019 | 13 | 324,364 | SPY, AGG, EFA, XLE | 13F-HR | 8/13/2019 | 000093041319002296 |
| Q1 2019 | 15 | 305,506 | SPY, AGG, EEM, GOVT | 13F-HR | 5/8/2019 | 000093041319001601 |
| Q4 2018 | 13 | 220,088 | SPY, AGG, EEM, SHY | 13F-HR | 2/13/2019 | 000093041319000429 |