| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 76 | 150,240 | CWB, EDV, TIP, BLV | 13F-HR | 4/22/2025 | 000180263525000002 |
| Q4 2024 | 76 | 164,595 | CWB, EDV, TIP, VCLT | 13F-HR | 2/24/2025 | 000180263525000001 |
| Q3 2024 | 76 | 169,699 | CWB, EDV, TIP, VCLT | 13F-HR | 10/16/2024 | 000180263524000004 |
| Q2 2024 | 87 | 161,950 | CWB, EDV, TIP, BLV | 13F-HR | 7/23/2024 | 000180263524000003 |
| Q1 2024 | 84 | 151,446 | CWB, EDV, TIP, BLV | 13F-HR | 4/23/2024 | 000180263524000002 |
| Q4 2023 | 61 | 158,756 | CWB, EDV, TIP, BLV | 13F-HR | 2/9/2024 | 000180263524000001 |
| Q3 2023 | 59 | 144,585 | VTIP, BIL, BSV, CWB | 13F-HR | 10/16/2023 | 000180263523000005 |
| Q2 2023 | 58 | 150,585 | VTIP, BSV, BIL, CWB | 13F-HR | 7/17/2023 | 000180263523000004 |
| Q1 2023 | 55 | 157,110 | VTIP, BIL, BSV, CWB | 13F-HR | 4/17/2023 | 000180263523000002 |
| Q4 2022 | 70 | 118,473 | BND, VTI, BSV, VGIT | 13F-HR | 1/17/2023 | 000180263523000001 |
| Q3 2022 | 70 | 106,178 | BND, VTI, BSV, VO | 13F-HR | 10/17/2022 | 000180263522000004 |
| Q2 2022 | 73 | 136,964 | BND, VTI, BSV, VO | 13F-HR | 8/2/2022 | 000180263522000003 |
| Q1 2022 | 54 | 146,725 | BND, VTI, BSV, VGIT | 13F-HR | 4/11/2022 | 000180263522000002 |
| Q4 2021 | 67 | 158,241 | BND, VTI, BSV, VGIT | 13F-HR | 2/28/2022 | 000180263522000001 |
| Q3 2021 | 41 | 162,601 | CWB, XT, DTEC, VTI | 13F-HR | 10/12/2021 | 000180263521000005 |
| Q2 2021 | 46 | 163,212 | CWB, XT, DTEC, VTI | 13F-HR | 7/22/2021 | 000180263521000004 |
| Q1 2021 | 45 | 166,449 | CWB, XT, DTEC, VTI | 13F-HR | 4/23/2021 | 000180263521000003 |
| Q3 2020 | 41 | 127,298 | CWB, DTEC, XT, BKLN | 13F-HR | 12/1/2020 | 000180263520000003 |
| Q2 2020 | 46 | 112,983 | CWB, LQD, BKLN, VTI | 13F-HR | 7/17/2020 | 000180263520000002 |
| Q1 2020 | 48 | 105,392 | CWB, LQD, BKLN, VTI | 13F-HR | 5/14/2020 | 000180263520000001 |