| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 195 | 253,261 | IUSB, IVV, AAPL, MSFT | 13F-HR | 10/21/2024 | 000176780224000007 |
| Q2 2024 | 206 | 312,814 | SPLG, IUSB, IVV, MSFT | 13F-HR | 7/24/2024 | 000176780224000005 |
| Q1 2024 | 211 | 298,266 | SPLG, IUSB, IVV, MSFT | 13F-HR | 7/25/2024 | 000176780224000006 |
| Q4 2023 | 204 | 276,881 | SPLG, IVV, AAPL, MSFT | 13F-HR | 1/12/2024 | 000176780224000001 |
| Q3 2023 | 199 | 245,891 | SPLG, AAPL, MSFT, IUSB | 13F-HR | 10/20/2023 | 000176780223000004 |
| Q2 2023 | 210 | 254,412 | SPLG, AAPL, MSFT, HYG | 13F-HR | 7/14/2023 | 000176780223000003 |
| Q1 2023 | 203 | 233,246 | SPLG, HYG, AAPL, MSFT | 13F-HR | 4/11/2023 | 000176780223000002 |
| Q4 2022 | 205 | 234,463 | SPLG, HYG, ESGU, AAPL | 13F-HR | 2/7/2023 | 000176780223000001 |
| Q3 2022 | 197 | 198,207 | USHY, AAPL, ESGU, SPLG | 13F-HR | 10/17/2022 | 000176780222000005 |
| Q2 2022 | 196 | 200,009 | USHY, BND, AAPL, MSFT | 13F-HR | 7/12/2022 | 000176780222000004 |
| Q1 2022 | 179 | 215,428 | USHY, BND, SCHX, VEA | 13F-HR | 4/7/2022 | 000176780222000003 |