| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 18 | 187,886 | AGG, VCSH, IVV, USMV | 13F-HR | 2/7/2024 | 000108514624000848 |
| Q3 2023 | 18 | 176,511 | AGG, VCSH, IVV, USMV | 13F-HR | 11/14/2023 | 000108514623004524 |
| Q2 2023 | 18 | 178,184 | AGG, VCSH, IVV, USMV | 13F-HR | 8/14/2023 | 000108514623003394 |
| Q1 2023 | 16 | 185,058 | AGG, VCSH, USMV, MTUM | 13F-HR | 5/12/2023 | 000108514623002317 |
| Q4 2022 | 16 | 174,471 | AGG, VCSH, USMV, MTUM | 13F-HR | 2/8/2023 | 000108514623000830 |
| Q3 2022 | 16 | 159,788 | AGG, VCSH, USMV, MTUM | 13F-HR | 11/14/2022 | 000108514622003967 |
| Q2 2022 | 16 | 161,414 | AGG, VCSH, USMV, MTUM | 13F-HR | 8/12/2022 | 000108514622002999 |
| Q1 2022 | 19 | 170,180 | AGG, VCSH, USMV, MTUM | 13F-HR | 5/11/2022 | 000108514622001999 |
| Q4 2021 | 18 | 175,088 | AGG, VCSH, USMV, MTUM | 13F-HR | 2/10/2022 | 000108514622000761 |
| Q3 2021 | 17 | 162,215 | AGG, VCSH, MTUM, USMV | 13F-HR | 11/2/2021 | 000108514621002971 |
| Q2 2021 | 18 | 160,230 | AGG, VCSH, MTUM, USMV | 13F-HR | 7/20/2021 | 000108514621002034 |
| Q1 2021 | 17 | 148,778 | AGG, VCSH, MTUM, USMV | 13F-HR | 4/27/2021 | 000108514621001321 |
| Q4 2020 | 17 | 131,811 | AGG, VCSH, MTUM, USMV | 13F-HR | 1/29/2021 | 000108514621000346 |
| Q3 2020 | 18 | 127,114 | AGG, VCSH, MTUM, USMV | 13F-HR | 10/16/2020 | 000108514620002549 |
| Q2 2020 | 18 | 113,806 | AGG, VCSH, MTUM, USMV | 13F-HR | 7/22/2020 | 000108514620001852 |
| Q1 2020 | 22 | 97,349 | AGG, VCSH, MTUM, USMV | 13F-HR | 5/15/2020 | 000180471720000003 |
| Q4 2019 | 22 | 104,232 | AGG, VCSH, USMV, MTUM | 13F-HR | 2/28/2020 | 000180471720000001 |