| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 84 | 390,674 | SPY, BUFR, BND, RDVY | 13F-HR | 11/7/2024 | 000176706224000028 |
| Q2 2024 | 77 | 351,336 | SPY, BUFR, BND, RDVY | 13F-HR | 7/30/2024 | 000176706224000027 |
| Q1 2024 | 63 | 327,912 | SPY, BUFR, BND, FVD | 13F-HR | 4/15/2024 | 000176706224000026 |
| Q4 2023 | 59 | 302,121 | SPY, BUFR, BND, XLK | 13F-HR | 1/18/2024 | 000176706224000004 |
| Q3 2023 | 39 | 263,386 | SPY, BND, XLK, QEFA | 13F-HR | 11/6/2023 | 000176706223000005 |
| Q2 2023 | 39 | 268,903 | SPY, BND, XLK, VFQY | 13F-HR | 7/21/2023 | 000176706223000004 |
| Q1 2023 | 38 | 253,595 | SPTL, SPY, BND, XLK | 13F-HR | 4/27/2023 | 000176706223000003 |
| Q4 2022 | 32 | 147,660 | IVV, ESGU, IHI, IUSB | 13F-HR | 2/13/2023 | 000176706223000002 |
| Q3 2022 | 35 | 139,208 | IVV, ESGU, IUSB, VCR | 13F-HR | 3/11/2024 | 000176706224000025 |
| Q2 2022 | 37 | 214,014 | IVV, ESGU, ACN, IUSB | 13F-HR | 3/11/2024 | 000176706224000024 |
| Q1 2022 | 38 | 259,585 | IVV, ESGU, IUSB, EFV | 13F-HR | 3/11/2024 | 000176706224000023 |
| Q4 2021 | 41 | 266,703 | IVV, ESGU, IUSB, EFV | 13F-HR | 3/11/2024 | 000176706224000022 |
| Q3 2021 | 90 | 253,491 | ESGU, IVV, IUSB, EFV | 13F-HR | 3/11/2024 | 000176706224000021 |
| Q2 2021 | 130 | 242,995 | IVV, ESGU, GOVT, IUSB | 13F-HR | 3/11/2024 | 000176706224000020 |
| Q1 2021 | 134 | 244,826 | IVV, ESGU, GOVT, IUSB | 13F-HR | 3/11/2024 | 000176706224000019 |
| Q4 2020 | 147 | 228,479 | IVV, ESGU, LQD, GOVT | 13F-HR | 3/11/2024 | 000176706224000017 |
| Q3 2020 | 136 | 193,888 | IVV, LQD, GOVT, ESGU | 13F-HR | 3/11/2024 | 000176706224000016 |
| Q2 2020 | 145 | 177,917 | IVV, LQD, GOVT, ESGU | 13F-HR | 3/11/2024 | 000176706224000015 |
| Q1 2020 | 146 | 145,652 | IVV, GOVT, IEFA, NEAR | 13F-HR | 3/11/2024 | 000176706224000014 |
| Q4 2019 | 152 | 163,354 | IVV, GOVT, IEFA, IEMG | 13F-HR | 3/11/2024 | 000176706224000013 |
| Q3 2019 | 144 | 146,741 | IVV, GOVT, IEFA, ITOT | 13F-HR | 3/11/2024 | 000176706224000012 |
| Q2 2019 | 144 | 143,541 | IVV, GOVT, ITOT, IEFA | 13F-HR | 3/11/2024 | 000176706224000011 |
| Q1 2019 | 160 | 131,706 | VEA, VTV, VUG, BNDX | 13F-HR | 3/11/2024 | 000176706224000010 |
| Q4 2018 | 140 | 116,670 | VEA, VTV, VUG, BNDX | 13F-HR | 3/11/2024 | 000176706224000009 |
| Q3 2018 | 141 | 130,349 | VEA, VTV, VUG, VZ | 13F-HR | 3/11/2024 | 000176706224000008 |
| Q2 2018 | 133 | 122,716 | VEA, VTV, VUG, VZ | 13F-HR | 3/11/2024 | 000176706224000007 |
| Q1 2018 | 116 | 114,083 | VEA, VTV, MINC, VUG | 13F-HR | 3/11/2024 | 000176706224000006 |
| Q4 2017 | 110 | 112,172 | VEA, MINC, VTV, NFLT | 13F-HR | 3/11/2024 | 000176706224000005 |