| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 14 | 5,902 | IVV, SPTS, VGSH, IGSB | 13F-HR | 11/6/2023 | 000182128923000004 |
| Q2 2023 | 15 | 6,615 | IVV, SPTS, VGSH, IGSB | 13F-HR | 8/9/2023 | 000182128923000003 |
| Q1 2023 | 44 | 6,826 | IVV, SPTS, VGSH, GNMA | 13F-HR | 5/5/2023 | 000182128923000002 |
| Q4 2022 | 39 | 203,212 | IVV, AGG, ESGU, MBB | 13F-HR | 1/18/2023 | 000182128923000001 |
| Q3 2022 | 55 | 196,654 | IVV, AGG, VGIT, ESGU | 13F-HR | 10/12/2022 | 000182128922000004 |
| Q2 2022 | 56 | 206,876 | IVV, AGG, ESGU, VGIT | 13F-HR | 7/25/2022 | 000182128922000003 |
| Q1 2022 | 53 | 217,045 | IVV, IUSB, ESGU, GOVT | 13F-HR | 4/28/2022 | 000182128922000002 |
| Q4 2021 | 52 | 238,521 | IVV, ESGU, IUSB, GOVT | 13F-HR | 1/13/2022 | 000182128922000001 |
| Q3 2021 | 51 | 227,611 | ESGU, IVV, IUSB, GOVT | 13F-HR | 10/18/2021 | 000182128921000005 |
| Q2 2021 | 44 | 222,200 | IVV, IUSB, GOVT, ESGU | 13F-HR | 7/26/2021 | 000182128921000004 |
| Q1 2021 | 42 | 206,947 | IVV, GOVT, ESGU, IUSB | 13F-HR | 4/19/2021 | 000182128921000003 |
| Q4 2020 | 44 | 181,273 | IVV, LQD, GOVT, ESGU | 13F-HR | 1/11/2021 | 000182128921000001 |
| Q3 2020 | 48 | 159,782 | IVV, ESGU, LQD, GOVT | 13F-HR | 10/15/2020 | 000182128920000002 |
| Q2 2020 | 55 | 152,348 | IVV, LQD, GOVT, HYG | 13F-HR | 8/18/2020 | 000182128920000001 |