| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2022 | 87 | 58,424 | SHV, VOO, AGG, IVV | 13F-HR | 8/10/2022 | 000179958122000004 |
| Q1 2022 | 93 | 77,712 | OPPX, IVV, VGT, AGG | 13F-HR | 5/10/2022 | 000179958122000003 |
| Q4 2021 | 96 | 58,295 | IVV, VGT, AGG, FBND | 13F-HR | 2/4/2022 | 000179958122000001 |
| Q3 2021 | 97 | 57,700 | AGG, IVV, VGT, FIXD | 13F-HR | 11/5/2021 | 000179958121000004 |
| Q2 2021 | 101 | 56,617 | AGG, IVV, GTO, HTRB | 13F-HR | 7/27/2021 | 000179958121000003 |
| Q1 2021 | 99 | 67,234 | IVV, AGG, GTO, FBND | 13F-HR | 4/26/2021 | 000179958121000002 |
| Q4 2020 | 108 | 109,870 | IVV, AGG, HTRB, GTO | 13F-HR | 2/5/2021 | 000179958121000001 |
| Q3 2020 | 120 | 105,228 | AGG, IVV, VGT, IJH | 13F-HR | 10/29/2020 | 000179958120000010 |
| Q2 2020 | 116 | 104,234 | AGG, IVV, IJH, IVE | 13F-HR | 7/23/2020 | 000179958120000009 |
| Q1 2020 | 66 | 70,229 | AGG, IVV, IVE, IJH | 13F-HR | 4/22/2020 | 000179958120000008 |
| Q4 2019 | 112 | 101,689 | IVV, AGG, LQD, BSV | 13F-HR | 2/11/2020 | 000179958120000007 |