| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 32 | 239,291 | SCHB, JAAA, VOO, VTV | 13F-HR | 5/5/2025 | 000108514625002597 |
| Q4 2024 | 34 | 243,827 | SCHB, JAAA, VOO, VTV | 13F-HR | 2/3/2025 | 000108514625000723 |
| Q3 2024 | 34 | 200,002 | SCHB, LQD, SCHD, TLH | 13F-HR | 11/12/2024 | 000108514624005521 |
| Q2 2024 | 31 | 183,187 | SCHB, LQD, SCHD, TLH | 13F-HR | 7/26/2024 | 000108514624003282 |
| Q1 2024 | 26 | 176,468 | SCHB, SCHD, LQD, TLH | 13F-HR | 4/26/2024 | 000108514624002070 |
| Q4 2023 | 20 | 169,819 | SCHB, SCHD, LQD, TLH | 13F-HR | 2/9/2024 | 000108514624000994 |
| Q3 2023 | 20 | 154,815 | SCHB, SCHD, LQD, TLH | 13F-HR | 11/13/2023 | 000108514623004234 |
| Q2 2023 | 20 | 160,360 | SCHB, SCHD, TLH, TLT | 13F-HR | 8/4/2023 | 000108514623003097 |
| Q1 2023 | 18 | 154,764 | SCHB, SCHD, TLH, TLT | 13F-HR | 4/28/2023 | 000108514623001968 |
| Q4 2022 | 19 | 147,192 | SCHB, SCHD, TLH, TLT | 13F-HR | 2/6/2023 | 000108514623000713 |
| Q3 2022 | 19 | 134,714 | SCHB, SCHD, USFR, SCHO | 13F-HR | 10/24/2022 | 000108514622003585 |
| Q2 2022 | 20 | 141,009 | SCHB, SCHD, USFR, SCHO | 13F-HR | 8/10/2022 | 000108514622002962 |
| Q1 2022 | 20 | 155,153 | SCHB, SCHD, USFR, SCHO | 13F-HR | 5/5/2022 | 000108514622001766 |
| Q4 2021 | 22 | 151,482 | SCHB, SCHD, SCHR, USFR | 13F-HR | 2/11/2022 | 000108514622000876 |