| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 265 | 490,104 | SPLG, IVV, SPDW, VOO | 13F-HR | 10/31/2024 | 000108514624005264 |
| Q2 2024 | 255 | 463,433 | SPLG, IVV, SPDW, FTCS | RESTATEMENT | 8/9/2024 | 000108514624003618 |
| Q1 2024 | 266 | 471,405 | SPLG, IVV, SPDW, FTCS | 13F-HR | 4/22/2024 | 000108514624001953 |
| Q4 2023 | 265 | 439,130 | SPLG, IVV, SPDW, VOO | 13F-HR | 1/23/2024 | 000108514624000425 |
| Q3 2023 | 240 | 377,180 | LMBS, SPLG, IVV, SPDW | 13F-HR | 10/19/2023 | 000108514623003831 |
| Q2 2023 | 239 | 377,800 | LMBS, SPLG, IVV, SPDW | 13F-HR | 7/21/2023 | 000108514623002815 |
| Q1 2023 | 233 | 356,809 | LMBS, SPLG, SPDW, IVV | 13F-HR | 4/20/2023 | 000108514623001797 |
| Q4 2022 | 230 | 334,368 | LMBS, SPLG, SPDW, IVV | 13F-HR | 1/25/2023 | 000108514623000384 |
| Q3 2022 | 215 | 310,291 | LMBS, SPLG, SPDW, IVV | 13F-HR | 10/28/2022 | 000108514622003648 |
| Q2 2022 | 215 | 319,496 | LMBS, SPLG, SPDW, FCTR | 13F-HR | 8/3/2022 | 000108514622002763 |
| Q1 2022 | 215 | 351,690 | LMBS, SPLG, SPDW, FCTR | 13F-HR | 5/3/2022 | 000108514622001674 |
| Q4 2021 | 120 | 153,663 | VGK, VOO, VPL, SCHP | 13F-HR | 2/11/2022 | 000108514622000847 |
| Q3 2021 | 142 | 203,181 | LMBS, VGK, VOO, AAPL | 13F-HR | 11/4/2021 | 000108514621003010 |
| Q2 2021 | 164 | 272,739 | SPLG, LMBS, SPDW, FCTR | 13F-HR | 8/10/2021 | 000108514621002333 |
| Q1 2021 | 163 | 257,337 | SPLG, LMBS, SPDW, DFEB | 13F-HR | 4/12/2021 | 000175496021000052 |
| Q4 2020 | 135 | 231,898 | SPLG, LMBS, SPDW, FTCS | 13F-HR | 1/12/2021 | 000175496021000005 |
| Q3 2020 | 120 | 186,737 | SPLG, LMBS, FTCS, SPDW | RESTATEMENT | 11/19/2020 | 000175496020000085 |
| Q2 2020 | 60 | 113,555 | SPLG, LMBS, SPDW, FIXD | 13F-HR | 8/26/2020 | 000181749420000003 |
| Q1 2020 | 52 | 93,622 | LMBS, SPLG, SPDW, DFEB | 13F-HR | 8/26/2020 | 000181749420000002 |
| Q4 2019 | 68 | 103,721 | LMBS, SPLG, FTCS, SPDW | 13F-HR | 8/26/2020 | 000181749420000001 |