| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 13 | 203,590 | AGG, SPY, VTV, IEFA | 13F-HR | 5/2/2025 | 000166773125000584 |
| Q4 2024 | 14 | 207,695 | AGG, SPY, VTV, IEF | 13F-HR | 1/30/2025 | 000166773125000181 |
| Q3 2024 | 14 | 221,195 | AGG, SPY, VTV, IEF | 13F-HR | 10/15/2024 | 000166773124000680 |
| Q2 2024 | 14 | 210,088 | AGG, SPY, VTV, IEF | 13F-HR | 7/29/2024 | 000166773124000339 |
| Q1 2024 | 13 | 217,609 | AGG, SPY, VTV, IEF | 13F-HR | 4/25/2024 | 000166773124000208 |
| Q4 2023 | 12 | 214,988 | AGG, IEF, SPY, VTV | 13F-HR | 1/30/2024 | 000166773124000056 |
| Q3 2023 | 13 | 203,064 | AGG, IEF, VTV, SPY | 13F-HR | 10/3/2023 | 000166773123000427 |
| Q2 2023 | 13 | 207,072 | AGG, SPY, VTV, IEF | NEW HOLDINGS | 7/18/2023 | 000166773123000323 |
| Q2 2023 | 12 | 204,657 | AGG, SPY, VTV, IEF | 13F-HR | 7/11/2023 | 000166773123000306 |
| Q1 2023 | 12 | 194,549 | AGG, SPY, VTV, LQD | 13F-HR | 4/18/2023 | 000166773123000189 |
| Q4 2022 | 12 | 188,091 | LQD, AGG, VTV, SPY | 13F-HR | 2/7/2023 | 000166773123000075 |
| Q3 2022 | 12 | 176,840 | AGG, SPY, VTV, IGSB | 13F-HR | 10/19/2022 | 000166773122000401 |
| Q2 2022 | 14 | 187,403 | AGG, IGSB, SPY, VTV | 13F-HR | 7/6/2022 | 000166773122000287 |
| Q1 2022 | 13 | 292,419 | IGSB, SHY, VTV, SPY | 13F-HR | 5/16/2022 | 000166773122000192 |
| Q4 2021 | 13 | 278,051 | IGSB, SPY, VTV, SHY | 13F-HR | 1/13/2022 | 000166773122000005 |
| Q3 2021 | 13 | 260,885 | IGSB, SHY, VTV, SPY | 13F-HR | 11/9/2021 | 000166773121000286 |
| Q2 2021 | 12 | 116,100 | VTV, SPY, IEFA, IEMG | 13F-HR | 8/6/2021 | 000166773121000225 |
| Q1 2021 | 14 | 235,896 | IGSB, SHY, VTV, SPY | 13F-HR | 5/26/2021 | 000166773121000178 |