| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 99 | 550,912 | SHYG, BIV, BSV, BLV | 13F-HR | 4/14/2025 | 000184530225000005 |
| Q4 2024 | 95 | 574,912 | BSV, SHYG, BLV, BIV | 13F-HR | 2/3/2025 | 000184530225000003 |
| Q3 2024 | 102 | 559,575 | BLV, SHYG, EMB, BIV | 13F-HR | 10/22/2024 | 000184530224000009 |
| Q2 2024 | 99 | 511,275 | BLV, SHYG, BIV, EMB | 13F-HR | 8/6/2024 | 000184530224000007 |
| Q1 2024 | 104 | 501,083 | BLV, SHYG, EMB, BIV | 13F-HR | 4/22/2024 | 000184530224000005 |
| Q4 2023 | 104 | 431,966 | AGG, BLV, FLOT, SHYG | 13F-HR | 2/14/2024 | 000184530224000003 |
| Q3 2023 | 104 | 400,767 | AGG, SRLN, FLOT, SHYG | 13F-HR | 11/1/2023 | 000184530223000010 |
| Q2 2023 | 106 | 431,420 | AGG, BLV, EMB, BIV | 13F-HR | 7/18/2023 | 000184530223000007 |
| Q1 2023 | 94 | 396,604 | BIV, SRLN, MSFT, BLV | 13F-HR | 4/25/2023 | 000184530223000005 |
| Q4 2022 | 71 | 340,219 | SRLN, VCSH, VGIT, MSFT | 13F-HR | 1/23/2023 | 000184530223000002 |
| Q3 2022 | 67 | 294,753 | VCSH, VGIT, SRLN, MSFT | 13F-HR | 10/25/2022 | 000184530222000011 |
| Q2 2022 | 68 | 320,767 | SHYG, AAPL, LMT, SRLN | 13F-HR | 8/3/2022 | 000184530222000009 |
| Q1 2022 | 81 | 395,687 | SHYG, CVX, SRLN, SCHP | 13F-HR | 5/2/2022 | 000184530222000007 |
| Q4 2021 | 84 | 417,308 | SCHP, PFF, SHYG, SRLN | 13F-HR | 2/1/2022 | 000184530222000003 |
| Q3 2021 | 83 | 336,381 | SCHP, SHY, SHYG, FALN | 13F-HR | 11/3/2021 | 000184530221000002 |
| Q2 2021 | 86 | 402,195 | SCHP, SHYG, SHY, AAPL | 13F-HR | 8/13/2021 | 000090572921000172 |
| Q1 2021 | 84 | 397,788 | SCHP, SHY, SHYG, AAPL | 13F-HR | 5/13/2021 | 000090572921000114 |
| Q4 2020 | 98 | 367,314 | HYG, PARA, LQD, AAPL | 13F-HR | 2/12/2021 | 000090572921000032 |