| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 162 | 570,233 | VUG, JCPB, DFLV, AMZN | 13F-HR | 10/15/2024 | 000184436924000006 |
| Q2 2024 | 154 | 556,467 | VUG, JCPB, DFLV, AMZN | 13F-HR | 7/25/2024 | 000184436924000005 |
| Q1 2024 | 157 | 557,970 | AMZN, DFAX, SYK, SHV | 13F-HR | 4/9/2024 | 000184436924000004 |
| Q4 2023 | 159 | 532,359 | AMZN, DFAX, VCLT, SHV | 13F-HR | 1/19/2024 | 000184436924000002 |
| Q3 2023 | 161 | 495,476 | DFAX, AMZN, LQD, VYM | 13F-HR | 10/10/2023 | 000184436923000005 |
| Q2 2023 | 168 | 522,496 | SRLN, DFAX, AMZN, LQD | 13F-HR | 7/26/2023 | 000184436923000003 |
| Q1 2023 | 185 | 483,367 | SRLN, DFAX, LQD, VYM | 13F-HR | 4/26/2023 | 000184436923000002 |
| Q4 2022 | 675 | 462,034 | SLQD, VYM, SHV, SHYG | 13F-HR | 1/26/2023 | 000184436923000001 |
| Q3 2022 | 586 | 445,254 | SLQD, STIP, SPSB, SRLN | 13F-HR | 10/25/2022 | 000184436922000004 |
| Q2 2022 | 614 | 453,880 | SLQD, STIP, SPSB, SRLN | 13F-HR | 7/15/2022 | 000184436922000003 |
| Q1 2022 | 539 | 513,866 | CMDY, SLQD, STIP, AMZN | 13F-HR | 4/20/2022 | 000184436922000002 |
| Q4 2021 | 551 | 518,902 | SLQD, STIP, SPIP, AMZN | 13F-HR | 1/20/2022 | 000184436922000001 |
| Q3 2021 | 522 | 498,206 | SLQD, PULS, STIP, SPSB | 13F-HR | 10/28/2021 | 000184436921000006 |
| Q2 2021 | 183 | 522,648 | SLQD, STIP, PULS, AMZN | 13F-HR | 7/27/2021 | 000184436921000003 |
| Q1 2021 | 547 | 479,305 | SLQD, STIP, PULS, SPSB | 13F-HR | 4/21/2021 | 000184436921000002 |
| Q4 2020 | 510 | 479,578 | LQD, GSY, SPSB, SCHP | 13F-HR | 2/5/2021 | 000184436921000001 |