| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 71 | 136,585 | SPY, PULS, MINT, QQQ | 13F-HR | 4/11/2025 | 000195175725000290 |
| Q4 2024 | 73 | 141,678 | SPY, MINT, IJH, AMZN | 13F-HR | 1/17/2025 | 000195175725000055 |
| Q3 2024 | 76 | 148,505 | SPY, TLT, MINT, IJH | 13F-HR | 10/15/2024 | 000195175724001024 |
| Q2 2024 | 76 | 143,376 | SPY, TLT, MINT, IJH | 13F-HR | 7/31/2024 | 000195175724000578 |
| Q1 2024 | 83 | 135,188 | SPY, TLT, IJH, QQQ | 13F-HR | 4/15/2024 | 000195175724000266 |
| Q4 2023 | 81 | 123,020 | SPY, TLT, IJH, QQQ | 13F-HR | 1/11/2024 | 000195175724000002 |
| Q3 2023 | 72 | 112,780 | SPY, TLT, QQQ, IJH | 13F-HR | 10/23/2023 | 000195175723000585 |
| Q2 2023 | 83 | 132,779 | SPY, TLT, TIPX, IJH | 13F-HR | 7/18/2023 | 000195175723000377 |
| Q1 2023 | 76 | 108,289 | SPY, TLT, TIPX, IJH | 13F-HR | 5/4/2023 | 000195175723000244 |
| Q4 2022 | 78 | 106,271 | SPY, IJR, TLT, QQQ | 13F-HR | 2/13/2023 | 000195175723000113 |
| Q3 2022 | 82 | 106,176 | SPY, TIPX, VCSH, IJH | 13F-HR | 11/14/2022 | 000190782022000004 |
| Q2 2022 | 80 | 115,130 | SPY, TIPX, IJH, VCSH | 13F-HR | 8/15/2022 | 000190782022000003 |
| Q1 2022 | 85 | 142,236 | SPY, TIPX, VCSH, IJH | 13F-HR | 5/16/2022 | 000190782022000002 |
| Q4 2021 | 78 | 142,387 | SPY, IJH, VCSH, TIPX | 13F-HR | 2/11/2022 | 000190782022000001 |