| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 98 | 105,182 | AGG, VTHR, VOO, RSG | 13F-HR | 4/21/2025 | 000188576725000003 |
| Q4 2024 | 86 | 108,798 | AGG, VTHR, VOO, RSG | 13F-HR | 1/15/2025 | 000188576725000001 |
| Q3 2024 | 86 | 114,041 | AGG, VTHR, VOO, RSG | 13F-HR | 10/16/2024 | 000188576724000005 |
| Q2 2024 | 89 | 108,044 | AGG, VTHR, RSG, VOO | 13F-HR | 7/17/2024 | 000188576724000003 |
| Q1 2024 | 87 | 109,000 | AGG, VTHR, RSG, VOO | 13F-HR | 4/19/2024 | 000188576724000002 |
| Q4 2023 | 77 | 104,305 | AGG, VGIT, VTHR, VOO | 13F-HR | 1/23/2024 | 000188576724000001 |
| Q3 2023 | 71 | 93,560 | AGG, VTHR, VOO, DHR | 13F-HR | 11/1/2023 | 000188576723000004 |
| Q2 2023 | 68 | 94,804 | AGG, VTHR, VOO, RSG | 13F-HR | 8/9/2023 | 000188576723000003 |
| Q1 2023 | 64 | 92,319 | AGG, VOO, VTHR, DHR | 13F-HR | 4/24/2023 | 000188576723000002 |
| Q4 2022 | 72 | 87,293 | AGG, BIV, VT, VOO | 13F-HR | 1/24/2023 | 000188576723000001 |
| Q3 2022 | 68 | 82,217 | AGG, VOO, DHR, RSG | 13F-HR | 10/20/2022 | 000188576722000005 |
| Q2 2022 | 74 | 90,810 | AGG, VOO, RSG, DHR | 13F-HR | 7/28/2022 | 000188576722000004 |
| Q1 2022 | 70 | 100,345 | AGG, VOO, VTHR, DHR | 13F-HR | 4/22/2022 | 000188576722000003 |
| Q4 2021 | 75 | 106,946 | AGG, VOO, VTHR, DHR | 13F-HR | 2/3/2022 | 000188576722000002 |