| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 171 | 275,429 | VTI, BND, HYG, ESGU | 13F-HR | 5/1/2025 | 000181717425000002 |
| Q4 2024 | 169 | 275,260 | VTI, BND, HYG, ESGU | 13F-HR | 2/5/2025 | 000181717425000001 |
| Q3 2024 | 183 | 299,742 | VTI, BND, HYG, ESGU | 13F-HR | 11/7/2024 | 000181717424000004 |
| Q2 2024 | 173 | 282,856 | VTI, BND, HYG, ESGU | 13F-HR | 8/13/2024 | 000181717424000003 |
| Q1 2024 | 177 | 266,606 | VTI, BND, HYG, ESGU | 13F-HR | 5/14/2024 | 000181717424000002 |
| Q4 2023 | 188 | 267,969 | VTI, BND, HYG, ESGU | 13F-HR | 2/13/2024 | 000181717424000001 |
| Q3 2023 | 187 | 252,053 | VTI, BND, HYG, VEA | 13F-HR | 11/9/2023 | 000181717423000004 |
| Q2 2023 | 208 | 265,993 | VTI, BND, HYG, ESGU | 13F-HR | 8/10/2023 | 000181717423000003 |
| Q1 2023 | 203 | 255,832 | VTI, BND, HYG, VEA | 13F-HR | 5/5/2023 | 000181717423000002 |
| Q4 2022 | 202 | 247,444 | VTI, BND, HYG, VEA | 13F-HR | 2/13/2023 | 000181717423000001 |
| Q3 2022 | 170 | 211,149 | VTI, BND, HYG, VEA | 13F-HR | 11/9/2022 | 000181717422000004 |
| Q2 2022 | 161 | 214,277 | VTI, BND, HYG, VEA | 13F-HR | 8/5/2022 | 000181717422000003 |
| Q1 2022 | 188 | 246,705 | VTI, BND, HYG, VEA | 13F-HR | 5/9/2022 | 000181717422000002 |
| Q4 2021 | 189 | 262,798 | VTI, BND, HYG, VEA | 13F-HR | 2/10/2022 | 000181717422000001 |
| Q3 2021 | 210 | 264,325 | VTI, BND, HYG, VEA | 13F-HR | 11/10/2021 | 000181717421000004 |
| Q2 2021 | 212 | 259,100 | VTI, BND, HYG, VEA | 13F-HR | 8/3/2021 | 000181717421000003 |
| Q1 2021 | 202 | 238,039 | VTI, BND, HYG, VEA | 13F-HR | 5/14/2021 | 000181717421000002 |
| Q4 2020 | 186 | 238,698 | VTI, BND, TMO, HYG | 13F-HR | 2/11/2021 | 000181717421000001 |
| Q3 2020 | 158 | 188,612 | VTI, BND, HYG, VEA | RESTATEMENT | 11/16/2020 | 000181717420000005 |
| Q2 2020 | 150 | 112,692 | BND, HYG, VEA, MSFT | 13F-HR | 8/12/2020 | 000181717420000001 |