| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 77 | 83,116 | SHY, SHV, IUSB, IVV | 13F-HR | 2/6/2024 | 000117266124000490 |
| Q3 2023 | 71 | 78,248 | SHY, GOVT, IUSB, IVV | 13F-HR | 11/13/2023 | 000117266123003725 |
| Q2 2023 | 108 | 86,322 | GOVT, SHY, IUSB, AAPL | 13F-HR | 8/10/2023 | 000117266123002865 |
| Q1 2023 | 108 | 79,791 | GOVT, SHY, AAPL, IUSB | 13F-HR | 5/26/2023 | 000117266123002359 |
| Q4 2022 | 98 | 89,201 | GOVT, SHY, IEFA, VIG | 13F-HR | 2/13/2023 | 000117266123000785 |
| Q3 2022 | 87 | 84,257 | SHY, GOVT, JNK, MINT | 13F-HR | 11/9/2022 | 000117266122002328 |
| Q2 2022 | 88 | 98,470 | MINT, SHY, GOVT, AAPL | 13F-HR | 8/12/2022 | 000117266122001823 |
| Q1 2022 | 119 | 118,603 | SPY, IJR, VIG, QQQ | 13F-HR | 5/12/2022 | 000181204622000063 |
| Q4 2021 | 129 | 120,361 | SHY, AAPL, SPY, QQQ | 13F-HR | 2/10/2022 | 000181204622000028 |
| Q4 2020 | 88 | 79,299 | SHY, AAPL, USMV, XLK | 13F-HR | 2/11/2021 | 000181204621000026 |
| Q3 2020 | 87 | 68,997 | SHY, XLK, AAPL, USMV | 13F-HR | 10/19/2020 | 000181204620000023 |
| Q2 2020 | 95 | 83,727 | USMV, SHY, TLT, LQD | 13F-HR | 7/27/2020 | 000181204620000007 |
| Q1 2020 | 75 | 69,120 | USMV, SHY, IVV, EEMV | 13F-HR | 5/8/2020 | 000139834420009745 |
| Q4 2019 | 113 | 90,031 | USMV, IVV, AAPL, SHY | 13F-HR | 1/27/2020 | 000139834420001256 |
| Q3 2019 | 117 | 84,565 | USMV, SHY, IVV, AAPL | 13F-HR | 11/12/2019 | 000139834419019603 |
| Q2 2019 | 93 | 83,246 | USMV, SHY, T, AAPL | 13F-HR | 8/14/2019 | 000139834419014422 |
| Q1 2019 | 98 | 118,190 | USMV, AAPL, T, LRGF | 13F-HR | 5/13/2019 | 000139834419008635 |
| Q4 2018 | 95 | 96,212 | T, AAPL, USMV, META | NEW HOLDINGS | 3/4/2019 | 000139834419003843 |
| Q4 2018 | 299 | 517,548 | VUG, ACWX, VTV, SPY | RESTATEMENT | 2/26/2019 | 000139834419003319 |