| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 33 | 349,760 | SPY, IEF, SHV, AGG | 13F-HR | 10/25/2023 | 000108514623003938 |
| Q2 2023 | 25 | 361,821 | SPY, SHV, IEF, AAPL | 13F-HR | 8/10/2023 | 000108514623003224 |
| Q1 2023 | 20 | 340,970 | SPY, SHV, IEF, AAPL | 13F-HR | 5/8/2023 | 000108514623002103 |
| Q4 2022 | 13 | 333,696 | SPY, IEF, SHV, AAPL | 13F-HR | 2/2/2023 | 000108514623000603 |
| Q3 2022 | 3 | 328,354 | SPY, IEF, SHV | 13F-HR | 10/13/2022 | 000108514622003396 |
| Q2 2022 | 3 | 349,404 | SPY, IEF, SHV | 13F-HR | 7/21/2022 | 000108514622002505 |
| Q1 2022 | 3 | 532,501 | SPY, SHV, IEF | 13F-HR | 5/6/2022 | 000108514622001793 |
| Q4 2021 | 2 | 542 | SHV, SPY | 13F-HR | 1/19/2022 | 000108514622000233 |
| Q3 2021 | 2 | 496,666 | SHV, SPY | 13F-HR | 11/12/2021 | 000108514621003124 |
| Q2 2021 | 2 | 480,190 | SHV, SPY | 13F-HR | 8/3/2021 | 000108514621002210 |
| Q1 2021 | 2 | 453,984 | SHV, SPY | 13F-HR | 5/12/2021 | 000108514621001583 |