| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 234 | 716,281 | TOTL, DEM, CGGR, MATX | 13F-HR | 7/9/2024 | 000178060724000003 |
| Q1 2024 | 249 | 716,904 | TOTL, DFIC, INTF, DEM | 13F-HR | 4/3/2024 | 000178060724000002 |
| Q4 2023 | 246 | 681,230 | TOTL, DFIC, DEM, INTF | 13F-HR | 1/4/2024 | 000178060724000001 |
| Q3 2023 | 234 | 601,011 | TOTL, DFIC, DEM, INTF | 13F-HR | 10/10/2023 | 000178060723000005 |
| Q2 2023 | 252 | 609,368 | TOTL, IUSB, DEM, DFIC | 13F-HR | 7/14/2023 | 000178060723000004 |
| Q1 2023 | 283 | 553,967 | TOTL, IUSB, SPYG, DEM | 13F-HR | 4/17/2023 | 000178060723000003 |
| Q4 2022 | 258 | 492,276 | AOM, AOR, CACG, AOA | RESTATEMENT | 1/26/2023 | 000178060723000002 |
| Q3 2022 | 255 | 395,344 | CACG, AGG, MATX, JNK | 13F-HR | 10/20/2022 | 000178060722000005 |
| Q2 2022 | 262 | 435,380 | CACG, MATX, JNK, VOO | 13F-HR | 7/12/2022 | 000178060722000004 |
| Q1 2022 | 265 | 510,627 | CACG, MATX, VOO, VTI | 13F-HR | 4/11/2022 | 000178060722000003 |
| Q4 2021 | 292 | 589,123 | CACG, VTI, AGG, EFA | 13F-HR | 1/24/2022 | 000178060722000002 |
| Q3 2021 | 289 | 585,118 | CACG, VTI, VOO, LVHD | 13F-HR | 10/12/2021 | 000178060721000004 |
| Q2 2021 | 299 | 609,391 | CACG, VTI, VOO, LVHD | 13F-HR | 7/19/2021 | 000178060721000003 |
| Q1 2021 | 305 | 594,148 | CACG, VTI, LVHD, VOO | 13F-HR | 4/22/2021 | 000178060721000002 |
| Q4 2020 | 311 | 602,736 | VTI, CACG, LVHD, VOO | 13F-HR | 1/15/2021 | 000178060721000001 |
| Q3 2020 | 303 | 557,217 | VTI, CACG, LVHD, VOO | 13F-HR | 10/15/2020 | 000178060720000010 |
| Q2 2020 | 315 | 544,678 | VTI, CACG, WBND, IWB | 13F-HR | 7/9/2020 | 000178060720000009 |
| Q1 2020 | 833 | 502,078 | VTI, CACG, WBND, IWB | 13F-HR | 4/16/2020 | 000178060720000008 |
| Q4 2019 | 345 | 636,374 | VTI, CACG, WBND, VEA | 13F-HR | 1/17/2020 | 000178060720000001 |
| Q3 2019 | 359 | 613,463 | VTI, CACG, WBND, BND | 13F-HR | 10/9/2019 | 000178060719000006 |
| Q2 2019 | 345 | 592,105 | VTI, VEA, BND, MSFT | 13F-HR | 7/23/2019 | 000178060719000003 |