| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 100 | 112,012 | AGG, IEF, SGOV, TPIF | 13F-HR | 5/9/2025 | 000139834425009055 |
| Q4 2024 | 91 | 119,872 | AGG, IEF, TFPN, SGOV | 13F-HR | 2/6/2025 | 000139834425002079 |
| Q3 2024 | 90 | 124,506 | AGG, IEF, TFPN, SGOV | 13F-HR | 11/12/2024 | 000139834424020438 |
| Q2 2024 | 90 | 115,079 | SGOV, AGG, TFPN, DBMF | 13F-HR | 8/12/2024 | 000139834424014359 |
| Q1 2024 | 69 | 120,244 | SGOV, AGG, TFPN, DBMF | 13F-HR | 5/13/2024 | 000139834424009243 |
| Q4 2023 | 68 | 118,702 | SGOV, AGG, TIDAL TR II, DBMF | 13F-HR | 2/2/2024 | 000139834424001814 |
| Q3 2023 | 72 | 120,996 | SGOV, COWZ, IQLT, DGRO | 13F-HR | 11/6/2023 | 000139834423020187 |
| Q2 2023 | 73 | 136,883 | FALN, SGOV, VONG, SPDR SER TR | 13F-HR | 8/7/2023 | 000139834423014159 |
| Q1 2023 | 56 | 149,883 | IEF, SGOV, VONG, EFG | 13F-HR | 5/2/2023 | 000139834423008512 |
| Q4 2022 | 61 | 137,735 | ANGL, MTUM, HYD, IQLT | 13F-HR | 1/30/2023 | 000139834423001339 |
| Q3 2022 | 28 | 66,599 | BIL, EFAV, SPLV, VTWO | 13F-HR | 11/9/2022 | 000139834422021731 |
| Q2 2022 | 44 | 127,576 | VGSH, PTBD, SPLV, EFV | 13F-HR | 7/25/2022 | 000139834422013982 |
| Q1 2022 | 65 | 181,072 | PTBD, VGSH, VONV, EFV | 13F-HR | 5/5/2022 | 000139834422008837 |
| Q4 2021 | 84 | 199,973 | PTBD, JNK, VONG, FEVR | 13F-HR | 2/3/2022 | 000139834422001980 |
| Q3 2021 | 82 | 199,172 | PTBD, HYG, VONG, FEVR | 13F-HR | 11/3/2021 | 000139834421020869 |
| Q2 2021 | 86 | 200,705 | PTBD, HYG, VTWO, IEFA | 13F-HR | 7/30/2021 | 000139834421015206 |
| Q1 2021 | 85 | 195,164 | PTBD, HYG, VTWO, VONV | 13F-HR | 5/7/2021 | 000139834421009982 |
| Q4 2020 | 79 | 182,834 | PTBD, HYG, AGG, IAU | 13F-HR | 1/22/2021 | 000139834421001230 |
| Q3 2020 | 65 | 157,766 | AGG, PTBD, HYG, IEF | 13F-HR | 10/19/2020 | 000139834420020310 |
| Q2 2020 | 62 | 154,463 | AGG, KDFI, PTBD, IEF | 13F-HR | 7/17/2020 | 000139834420013957 |
| Q1 2020 | 62 | 146,892 | AGG, PTBD, KDFI, IEF | 13F-HR | 5/8/2020 | 000139834420009681 |
| Q4 2019 | 64 | 157,864 | DGRO, NOBL, AGG, PWS | 13F-HR | 2/14/2020 | 000139834420003388 |