| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 6 | 435,573 | SPY, IEF, AGG, NVDA | 13F-HR | 10/28/2024 | 000117266124004371 |
| Q2 2024 | 5 | 400,144 | SPY, IEF, AGG, NVDA | 13F-HR | 8/7/2024 | 000117266124003121 |
| Q1 2024 | 4 | 375,153 | SPY, IEF, AGG, IEI | 13F-HR | 5/6/2024 | 000117266124002013 |
| Q4 2023 | 4 | 361,722 | SPY, IEF, AGG, IEI | 13F-HR | 2/14/2024 | 000117266124000877 |
| Q3 2023 | 4 | 306,877 | AGG, IEF, SPY, IEI | 13F-HR | 11/14/2023 | 000117266123003876 |
| Q2 2023 | 4 | 300,141 | AGG, IEF, SPY, IEI | 13F-HR | 8/11/2023 | 000117266123002948 |
| Q1 2023 | 5 | 257,826 | AGG, SHY, IEF, IEI | 13F-HR | 5/15/2023 | 000117266123002134 |
| Q4 2022 | 5 | 316,305 | AGG, SHY, VTV, ACWI | 13F-HR | 2/14/2023 | 000117266123000981 |
| Q3 2022 | 4 | 192,581 | SHY, VTV, ACWI, IEI | 13F-HR | 11/14/2022 | 000117266122002383 |
| Q2 2022 | 5 | 227,727 | SHY, ACWI, VTV, IEI | 13F-HR | 8/15/2022 | 000117266122001908 |
| Q1 2022 | 8 | 346,628 | SHY, ACWI, VTV, AGG | 13F-HR | 5/16/2022 | 000117266122001314 |
| Q4 2021 | 4 | 281,244 | SHY, ACWI, AGG, IEI | 13F-HR | 2/14/2022 | 000117266122000514 |
| Q3 2021 | 8 | 447,532 | ACWI, SHY, AGG, UBER | 13F-HR | 11/15/2021 | 000117266121002325 |
| Q2 2021 | 8 | 298,479 | SHY, ACWI, UBER, AGG | 13F-HR | 8/16/2021 | 000117266121001737 |
| Q1 2021 | 6 | 328,794 | SHY, IEI, ACWI, UBER | 13F-HR | 5/17/2021 | 000117266121001213 |
| Q4 2020 | 3 | 110,244 | IEI, AGG, UBER | 13F-HR | 2/16/2021 | 000117266121000496 |
| Q3 2020 | 4 | 317,786 | IEI, AGG, ACWI, UBER | 13F-HR | 11/16/2020 | 000117266120002215 |
| Q2 2020 | 5 | 130,513 | IEI, UBER, LVGO, CRWD | 13F-HR | 8/14/2020 | 000117266120001745 |
| Q1 2020 | 2 | 108,023 | IEI, UBER | 13F-HR | 5/15/2020 | 000117266120001296 |
| Q4 2019 | 2 | 107,112 | IEI, UBER | 13F-HR | 2/14/2020 | 000117266120000779 |