| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 44 | 200,662 | AGG, VOO, SCHF, SPYG | 13F-HR | 4/24/2025 | 000166773125000504 |
| Q4 2024 | 48 | 202,798 | VOO, AGG, VTV, SCHF | 13F-HR | 1/23/2025 | 000166773125000097 |
| Q3 2024 | 48 | 197,385 | VOO, SPYG, SCHF, AGG | 13F-HR | 10/25/2024 | 000184611424000004 |
| Q2 2024 | 44 | 181,200 | VOO, AGG, SCHF, SPYG | 13F-HR | 7/24/2024 | 000184611424000003 |
| Q1 2024 | 42 | 175,091 | VOO, AGG, SPYG, SCHF | 13F-HR | 4/24/2024 | 000184611424000002 |
| Q4 2023 | 41 | 160,831 | VOO, VTV, AGG, SCHF | 13F-HR | 1/31/2024 | 000184611424000001 |
| Q3 2023 | 42 | 148,840 | SPYG, VOO, IJH, AGG | 13F-HR | 10/25/2023 | 000184611423000005 |
| Q2 2023 | 39 | 164,610 | SCHF, VOO, VTV, AGG | 13F-HR | 7/20/2023 | 000184611423000004 |
| Q1 2023 | 40 | 144,070 | AGG, VTV, VOO, SCHF | 13F-HR | 4/20/2023 | 000184611423000002 |
| Q4 2022 | 43 | 136,213 | AGG, SPTI, VTV, ISTB | 13F-HR | 1/20/2023 | 000184611423000001 |
| Q3 2022 | 42 | 124,971 | AGG, SPTI, VOO, ISTB | 13F-HR | 10/17/2022 | 000184611422000004 |
| Q2 2022 | 42 | 122,434 | AGG, SPTI, VOO, VTV | 13F-HR | 8/2/2022 | 000184611422000003 |
| Q1 2022 | 39 | 133,731 | AGG, SPYG, VOO, SPTI | 13F-HR | 4/29/2022 | 000184611422000002 |
| Q4 2021 | 40 | 137,722 | VOO, SCHF, SPYG, IVV | 13F-HR | 2/7/2022 | 000184611422000001 |