| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 264 | 784,547 | AGG, VGSH, PDBC, MCD | 13F-HR | 10/29/2021 | 000122107321000105 |
| Q2 2021 | 267 | 770,348 | AGG, PDBC, VGSH, MCD | 13F-HR | 7/29/2021 | 000122107321000085 |
| Q1 2021 | 255 | 696,912 | AGG, VGSH, PDBC, MCD | 13F-HR | 4/19/2021 | 000122107321000043 |
| Q4 2020 | 224 | 652,698 | AGG, IEF, GLD, MCD | 13F-HR | 1/26/2021 | 000108514621000255 |
| Q3 2020 | 206 | 572,238 | GLD, AGG, IEF, VGSH | 13F-HR | 10/26/2020 | 000122107320000138 |
| Q2 2020 | 185 | 482,050 | GLD, SHY, AGG, IEF | 13F-HR | 7/31/2020 | 000122107320000121 |
| Q1 2020 | 146 | 358,287 | SHY, GLD, AGG, BIL | 13F-HR | 4/21/2020 | 000122107320000058 |
| Q4 2019 | 241 | 425,970 | NOBL, AGG, BND, VNQ | 13F-HR | 1/23/2020 | 000122107320000009 |
| Q3 2019 | 207 | 371,722 | BND, NOBL, VNQ, GLD | 13F-HR | 10/11/2019 | 000122107319000095 |
| Q2 2019 | 212 | 382,036 | BND, NOBL, VNQ, IXC | 13F-HR | 7/23/2019 | 000122107319000077 |
| Q1 2019 | 203 | 424,646 | NOBL, BND, VNQ, IXC | 13F-HR | 4/12/2019 | 000122107319000035 |
| Q4 2018 | 191 | 260,474 | BND, NOBL, SH, MSFT | 13F-HR | 1/18/2019 | 000122107319000004 |