| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 35 | 119,686 | SCHX, SPY, IWL, BINC | 13F-HR | 4/16/2024 | 000184357824000003 |
| Q4 2023 | 25 | 88,819 | SPY, SCHX, IWL, BIBL | 13F-HR | 2/7/2024 | 000184357824000002 |
| Q3 2023 | 39 | 265,404 | SPY, IWV, AGG, IWL | 13F-HR | 11/7/2023 | 000184357823000005 |
| Q2 2023 | 38 | 292,220 | IVW, AGG, IWV, SPY | 13F-HR | 7/18/2023 | 000184357823000004 |
| Q1 2023 | 42 | 281,046 | AGG, IWV, SPY, IWL | 13F-HR | 4/25/2023 | 000184357823000003 |
| Q4 2022 | 35 | 260,703 | SHY, IWV, SPY, IWL | 13F-HR | 2/9/2023 | 000184357823000001 |
| Q3 2022 | 36 | 241,519 | BIL, IWV, IWL, AGG | 13F-HR | 10/17/2022 | 000184357822000005 |
| Q2 2022 | 38 | 192,693 | IWL, SHY, SHV, VTI | 13F-HR | 7/26/2022 | 000184357822000004 |
| Q1 2022 | 44 | 278,051 | IWL, IWY, AGG, VTI | 13F-HR | 5/2/2022 | 000184357822000003 |
| Q4 2021 | 46 | 319,741 | IWL, IWY, VTI, VNQ | 13F-HR | 1/18/2022 | 000184357822000001 |
| Q3 2021 | 40 | 298,829 | IWL, IWY, VTI, IWN | 13F-HR | 11/9/2021 | 000184357821000005 |
| Q2 2021 | 39 | 292,164 | IWL, IWY, VTI, IWN | 13F-HR | 7/28/2021 | 000184357821000004 |
| Q1 2021 | 30 | 236,516 | IWL, IWY, VTI, IWM | 13F-HR | 5/12/2021 | 000184357821000003 |
| Q4 2020 | 28 | 223,007 | IWL, IWY, VTI, MGK | 13F-HR | 2/10/2021 | 000184357821000002 |