| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 137 | 275,995 | GLD, LQD, IEFA, AAPL | 13F-HR | 2/5/2024 | 000108514624000722 |
| Q3 2023 | 142 | 261,127 | GLD, IEFA, BSCP, AAPL | 13F-HR | 11/6/2023 | 000172554723001738 |
| Q2 2023 | 147 | 277,139 | GLD, IEFA, AAPL, BSCO | 13F-HR | 8/7/2023 | 000172554723000185 |
| Q1 2023 | 148 | 276,440 | GLD, BSCO, IEFA, BSCN | 13F-HR | 5/15/2023 | 000172554723000130 |
| Q4 2022 | 74 | 179,123 | GLD, IEFA, BSCO, BSCN | 13F-HR | 2/7/2023 | 000172554723000031 |
| Q3 2022 | 135 | 280,899 | GLD, BSCN, BSCO, AAPL | 13F-HR | 11/8/2022 | 000172554722000190 |
| Q2 2022 | 120 | 261,336 | GLD, BSCN, IEFA, BSCO | 13F-HR | 8/9/2022 | 000172554722000143 |
| Q1 2022 | 148 | 342,568 | GLD, IEFA, AAPL, SH | 13F-HR | 4/18/2022 | 000172554722000061 |
| Q4 2021 | 132 | 296,558 | GLD, IEFA, BSCN, BSCM | 13F-HR | 2/9/2022 | 000172554722000042 |