| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 85 | 519,245 | CGBL, SPYG, SPYV, SPTI | 13F-HR | 11/10/2026 | 000195175726001839 |
| Q2 2026 | 84 | 519,166 | CGBL, SPYG, SPYV, SPTI | 13F-HR | 8/12/2026 | 000195175726001243 |
| Q1 2026 | 71 | 452,684 | SPYG, SPYV, SPTI, SPMB | 13F-HR | 4/28/2026 | 000195175726000751 |
| Q4 2025 | 62 | 441,607 | SPYG, SPYV, SPTI, SPMB | 13F-HR | 2/5/2026 | 000195175726000363 |
| Q3 2025 | 52 | 415,265 | SPYG, SPTI, SPYV, SPMB | 13F-HR | 11/12/2025 | 000195175725001405 |
| Q2 2025 | 48 | 384,505 | SPYG, SPTI, SPYV, SPMB | 13F-HR | 8/5/2025 | 000195175725001032 |
| Q1 2025 | 48 | 347,251 | SPYG, SPTI, SPYV, SPMB | 13F-HR | 4/11/2025 | 000195175725000339 |
| Q4 2024 | 33 | 336,498 | SPYG, AGG, IEFA, SPYV | 13F-HR | 1/30/2025 | 000195175725000154 |
| Q3 2024 | 32 | 331,053 | IEFA, AGG, SPYG, SPYV | 13F-HR | 10/16/2024 | 000195175724001055 |
| Q2 2024 | 32 | 307,934 | SPYG, AGG, IEFA, SPYV | 13F-HR | 7/18/2024 | 000195175724000549 |
| Q1 2024 | 33 | 297,291 | AGG, SPYG, IEFA, SPYV | 13F-HR | 4/18/2024 | 000195175724000328 |
| Q4 2023 | 33 | 282,602 | AGG, IEFA, SPYV, SPYG | 13F-HR | 1/22/2024 | 000195175724000093 |
| Q3 2023 | 32 | 263,186 | AGG, IEFA, SPYG, SPYV | 13F-HR | 10/24/2023 | 000195175723000594 |
| Q2 2023 | 34 | 265,121 | AGG, IEFA, SPYV, SPYG | 13F-HR | 7/19/2023 | 000195175723000397 |
| Q1 2023 | 33 | 253,150 | AGG, IEFA, SPYV, SPYG | 13F-HR | 5/1/2023 | 000195175723000214 |
| Q4 2022 | 36 | 238,361 | AGG, IEFA, SPYV, SPYG | 13F-HR | 2/13/2023 | 000184456723000001 |
| Q3 2022 | 30 | 217,361 | AGG, IEFA, SPYV, SPYG | 13F-HR | 11/14/2022 | 000184456722000004 |
| Q2 2022 | 33 | 221,519 | AGG, IEFA, SPYV, SPYG | 13F-HR | 8/2/2022 | 000184456722000003 |
| Q1 2022 | 34 | 242,194 | AGG, IEFA, SPYG, SPYV | 13F-HR | 5/12/2022 | 000184456722000002 |
| Q4 2021 | 30 | 245,905 | AGG, IEFA, SPYG, SPYV | 13F-HR | 2/11/2022 | 000184456722000001 |
| Q3 2021 | 28 | 234,561 | IEFA, AGG, SPYV, SPYG | 13F-HR | 11/4/2021 | 000184456721000004 |
| Q2 2021 | 29 | 234,819 | AGG, IEFA, SPYG, SPYV | 13F-HR | 8/10/2021 | 000184456721000003 |
| Q1 2021 | 28 | 216,677 | AGG, IEFA, SPYV, SPYG | 13F-HR | 5/17/2021 | 000184456721000002 |
| Q4 2020 | 27 | 209,147 | AGG, IEFA, SPYG, SPYV | 13F-HR | 2/16/2021 | 000184456721000001 |