| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 64 | 65,045 | BND, IVV, IEI, VMBS | 13F-HR | 5/14/2025 | 000117266125001843 |
| Q4 2024 | 72 | 59,628 | IVV, BND, IEI, VMBS | 13F-HR | 1/27/2025 | 000117266125000358 |
| Q3 2024 | 77 | 46,888 | MINT, PDI, QQQ, VOOG | 13F-HR | 11/8/2024 | 000117266124004520 |
| Q2 2024 | 70 | 41,958 | QQQ, PDI, VOOG, HSPX | 13F-HR | 8/13/2024 | 000117266124003259 |
| Q1 2024 | 74 | 86,569 | VNQ, SPY, SDY, VO | RESTATEMENT | 9/4/2024 | 000117266124004050 |
| Q4 2023 | 62 | 77,264 | VNQ, SPY, VO, SDY | RESTATEMENT | 9/4/2024 | 000117266124004054 |
| Q3 2023 | 57 | 69,992 | VNQ, SPY, VO, SDY | RESTATEMENT | 9/4/2024 | 000117266124004052 |
| Q2 2023 | 55 | 71,628 | VNQ, SPY, VO, SDY | RESTATEMENT | 9/4/2024 | 000117266124004051 |
| Q1 2023 | 86 | 102,338 | VNQ, EMB, SPY, VO | RESTATEMENT | 9/4/2024 | 000117266124004049 |
| Q4 2022 | 93 | 106,483 | VNQ, EMB, SPY, VO | RESTATEMENT | 9/4/2024 | 000117266124004053 |
| Q3 2022 | 98 | 149,162 | VOO calls, IWM puts, VNQ, EMB | 13F-HR | 11/1/2022 | 000160658722002082 |
| Q2 2022 | 87 | 110,518 | VNQ, EMB, SPY, VO | 13F-HR | 8/12/2022 | 000160658722001750 |
| Q1 2022 | 92 | 130,868 | VNQ, EMB, SPY, QQQ | RESTATEMENT | 5/31/2022 | 000160658722001238 |
| Q4 2021 | 99 | 136,788 | VNQ, EMB, SPY, VO | RESTATEMENT | 5/31/2022 | 000160658722001236 |