| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 88 | 239,884 | JPST, SHY, QUAL, VGIT | 13F-HR | 5/13/2025 | 000117266125001754 |
| Q4 2024 | 89 | 236,208 | JPST, SHY, QUAL, VGIT | 13F-HR | 1/14/2025 | 000117266125000188 |
| Q3 2024 | 87 | 233,391 | JPST, SHY, MSFT, QUAL | 13F-HR | 11/12/2024 | 000117266124004566 |
| Q2 2024 | 87 | 211,768 | JPST, MSFT, QUAL, JEPI | 13F-HR | 8/12/2024 | 000117266124003221 |
| Q1 2024 | 81 | 189,696 | JPST, JEPI, MSFT, SHY | RESTATEMENT | 5/14/2024 | 000181215524000003 |
| Q4 2023 | 77 | 171,368 | JPST, JEPI, VGIT, VIG | 13F-HR | 1/8/2024 | 000181215524000001 |
| Q3 2023 | 81 | 157,088 | JPST, JEPI, VIG, AAPL | 13F-HR | 10/10/2023 | 000181215523000004 |
| Q2 2023 | 84 | 158,505 | JPST, JEPI, VIG, AAPL | 13F-HR | 7/24/2023 | 000181215523000003 |
| Q1 2023 | 86 | 149,007 | JPST, JEPI, VIG, AAPL | 13F-HR | 4/21/2023 | 000181215523000002 |
| Q4 2022 | 78 | 141,365 | JPST, JEPI, VIG, XLRE | 13F-HR | 1/18/2023 | 000108514623000215 |
| Q3 2022 | 79 | 137,963 | JPST, JEPI, AAPL, VTIP | 13F-HR | 10/14/2022 | 000108514622003420 |
| Q2 2022 | 82 | 154,688 | LDUR, JPST, QUAL, XLRE | 13F-HR | 7/15/2022 | 000108514622002414 |
| Q1 2022 | 87 | 175,384 | LDUR, JPST, QUAL, QQQ | 13F-HR | 4/14/2022 | 000108514622001413 |
| Q4 2021 | 100 | 200,187 | LDUR, TIP, QUAL, QQQ | 13F-HR | 1/13/2022 | 000108514622000111 |
| Q3 2021 | 100 | 178,238 | TIP, LDUR, QQQ, QUAL | 13F-HR | 11/12/2021 | 000108514621003122 |
| Q2 2021 | 97 | 174,474 | TIP, QQQ, QUAL, JPST | 13F-HR | 8/9/2021 | 000108514621002303 |
| Q1 2021 | 97 | 161,364 | JPST, TIP, QQQ, MINT | 13F-HR | 5/28/2021 | 000108514621001820 |
| Q4 2020 | 89 | 154,334 | JPST, MINT, BSV, TIP | 13F-HR | 2/2/2021 | 000108514621000393 |
| Q3 2020 | 80 | 136,541 | MINT, JPST, TIP, BSV | 13F-HR | 10/20/2020 | 000108514620002575 |
| Q2 2020 | 81 | 109,706 | MINT, JPST, QQQ, BIV | 13F-HR | 7/30/2020 | 000108514620001913 |
| Q1 2020 | 77 | 88,153 | MINT, JPST, QQQ, BIV | 13F-HR | 5/15/2020 | 000108514620001522 |