| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 307 | 1,186,935 | SCHX, BOND, JPSE, USHY | 13F-HR | 5/12/2025 | 000186116325000005 |
| Q4 2024 | 185 | 1,141,024 | SCHX, BOND, JPSE, USHY | 13F-HR | 2/10/2025 | 000186116325000003 |
| Q3 2024 | 276 | 1,152,115 | SCHX, JPSE, BLV, USHY | 13F-HR | 10/21/2024 | 000175496024000514 |
| Q2 2024 | 267 | 1,082,532 | SCHX, IVE, JPSE, BLV | 13F-HR | 8/6/2024 | 000175496024000391 |
| Q1 2024 | 46 | 184,878 | MSFT, AIG, APH, AMZN | 13F-HR | 4/17/2024 | 000175496024000154 |
| Q4 2023 | 315 | 1,019,046 | SCHX, USHY, TSLA, JPSE | 13F-HR | 2/13/2024 | 000175496024000080 |
| Q3 2023 | 275 | 677,849 | USHY, JPSE, BLV, IVE | 13F-HR | 10/10/2023 | 000175496023000268 |
| Q2 2023 | 283 | 861,128 | SCHX, AGG, USHY, JPSE | 13F-HR | 7/31/2023 | 000175496023000231 |
| Q1 2023 | 262 | 802,085 | SCHX, AGG, USHY, JPSE | 13F-HR | 5/12/2023 | 000175496023000166 |
| Q4 2022 | 237 | 695,276 | SCHX, SGOV, AGG, JPSE | 13F-HR | 2/13/2023 | 000175496023000076 |
| Q3 2022 | 228 | 587,902 | SCHX, SGOV, STPZ, IVE | 13F-HR | 11/14/2022 | 000175496022000308 |
| Q2 2022 | 186 | 548,298 | SCHX, STIP, SGOV, PTLC | 13F-HR | 7/8/2022 | 000175496022000162 |
| Q1 2022 | 206 | 621,430 | SCHX, PTBD, PTLC, BND | 13F-HR | 5/6/2022 | 000175496022000131 |
| Q4 2021 | 215 | 648,830 | SCHX, PTBD, RSP, BND | 13F-HR | 2/7/2022 | 000175496022000056 |
| Q3 2021 | 229 | 613,853 | SCHX, PTBD, RSP, HYEM | 13F-HR | 11/9/2021 | 000175496021000209 |
| Q2 2021 | 244 | 673,914 | SCHX, PTBD, RSP, HYEM | 13F-HR | 8/11/2021 | 000175496021000159 |
| Q1 2021 | 233 | 587,191 | SCHX, ISTB, SPEM, RSP | 13F-HR | 5/14/2021 | 000175496021000093 |