| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 4 | 1,152 | FBND, VIG, TFLO, AOR | 13F-HR | 10/10/2024 | 000108514624004789 |
| Q2 2024 | 18 | 7,469 | AAPL, FBND, CGUS, VTV | 13F-HR | 8/14/2024 | 000108514624003844 |
| Q1 2024 | 18 | 23,750 | FBND, CGUS, VTV, AAPL | 13F-HR | 5/2/2024 | 000108514624002186 |
| Q4 2023 | 55 | 106,512 | FBND, VTV, AAPL, IVV | 13F-HR | 1/23/2024 | 000108514624000410 |
| Q3 2023 | 95 | 146,393 | AAPL, VTV, VYMI, IVV | 13F-HR | 10/13/2023 | 000108514623003735 |
| Q2 2023 | 93 | 154,273 | AAPL, VTV, VYMI, IVV | 13F-HR | 7/17/2023 | 000108514623002738 |
| Q1 2023 | 93 | 149,870 | VTV, AAPL, VYMI, IVV | 13F-HR | 4/20/2023 | 000108514623001806 |
| Q4 2022 | 88 | 140,512 | VTV, AAPL, VYMI, IVV | 13F-HR | 1/25/2023 | 000108514623000367 |