| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 75 | 430,382 | BND, VOO, VXF, IEFA | 13F-HR | 5/12/2025 | 000206336425000085 |
| Q4 2024 | 78 | 429,543 | VOO, VXF, BND, IAU | 13F-HR | 2/6/2025 | 000178409325000003 |
| Q3 2024 | 70 | 420,301 | VOO, VXF, BND, INCO | 13F-HR | 10/31/2024 | 000178409324000011 |
| Q2 2024 | 68 | 384,341 | VOO, VXF, BND, INCO | 13F-HR | 8/9/2024 | 000178409324000007 |
| Q1 2024 | 69 | 377,661 | VOO, VXF, BND, PPA | 13F-HR | 5/7/2024 | 000178409324000005 |
| Q4 2023 | 74 | 343,884 | VOO, VXF, IBTL, SHY | 13F-HR | 2/6/2024 | 000178409324000003 |
| Q3 2023 | 69 | 300,212 | VOO, VXF, BND, QAI | 13F-HR | 11/13/2023 | 000178409323000009 |
| Q2 2023 | 64 | 305,523 | VOO, VXF, BND, PKB | 13F-HR | 8/11/2023 | 000178409323000006 |
| Q1 2023 | 68 | 286,457 | BIL, SHY, BND, JAAA | 13F-HR | 4/28/2023 | 000178409323000004 |
| Q4 2022 | 73 | 294,094 | SHY, JPST, BIL, BND | 13F-HR | 2/10/2023 | 000178409323000002 |
| Q2 2022 | 70 | 283,843 | SHY, SH, BND, RYE | 13F-HR | 8/4/2022 | 000170683622000008 |
| Q1 2022 | 65 | 306,281 | VOO, VXF, BND, RYE | 13F-HR | 5/5/2022 | 000178409322000005 |
| Q4 2021 | 72 | 302,066 | VOO, VXF, BND, EWRE | 13F-HR | 1/31/2022 | 000178409322000002 |
| Q3 2021 | 68 | 282,125 | VOO, VXF, BND, XHB | 13F-HR | 10/29/2021 | 000178409321000007 |
| Q2 2021 | 68 | 278,647 | VOO, VXF, BND, PEZ | 13F-HR | 7/29/2021 | 000165009221000007 |
| Q1 2021 | 65 | 250,713 | VXF, VOO, BND, SCZ | 13F-HR | 4/26/2021 | 000178409321000005 |
| Q4 2020 | 69 | 245,066 | VXF, VOO, BND, SCZ | 13F-HR | 1/21/2021 | 000178409321000002 |
| Q3 2020 | 43 | 204,902 | JPST, BSV, VNLA, IAU | 13F-HR | 11/12/2020 | 000178409320000008 |
| Q2 2020 | 43 | 173,972 | BSV, VOO, JPST, BND | 13F-HR | 8/17/2020 | 000178409320000006 |
| Q1 2020 | 41 | 132,311 | VXF, VOO, BND, NULG | 13F-HR | 4/27/2020 | 000178409320000004 |
| Q4 2019 | 51 | 169,157 | VXF, VOO, BND, GSSC | 13F-HR | 2/4/2020 | 000178409320000002 |
| Q3 2019 | 54 | 156,336 | VXF, VOO, BND, GSSC | 13F-HR | 10/17/2019 | 000178409319000006 |
| Q2 2019 | 41 | 109,103 | JPST, VNLA, BND, CVS | 13F-HR | 8/7/2019 | 000178409319000004 |