| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 60 | 91,920 | BUFR, UCON, EFA, VTI | 13F-HR | 10/28/2024 | 000195175724001140 |
| Q2 2024 | 60 | 91,920 | BUFR, UCON, EFA, VTI | 13F-HR | 8/9/2024 | 000195175724000721 |
| Q1 2024 | 61 | 89,497 | BUFR, EFA, VTI, BUFG | 13F-HR | 4/24/2024 | 000195175724000385 |
| Q4 2023 | 60 | 91,920 | BUFR, UCON, EFA, VTI | 13F-HR | 2/5/2024 | 000195175724000204 |
| Q3 2023 | 65 | 87,419 | UCON, EFA, BUFR, VTI | 13F-HR | 11/1/2023 | 000195175723000661 |
| Q2 2023 | 62 | 89,325 | UCON, EFA, BUFR, VTI | 13F-HR | 8/1/2023 | 000195175723000473 |
| Q1 2023 | 69 | 89,583 | UCON, EFA, VTI, BUFR | 13F-HR | 5/2/2023 | 000195175723000238 |
| Q4 2022 | 67 | 83,784 | UCON, EFA, VTI, BUFR | 13F-HR | 1/24/2023 | 000195175723000051 |
| Q3 2022 | 60 | 72,485 | UCON, EFA, VTI, BUFR | 13F-HR | 10/24/2022 | 000190966422000006 |
| Q2 2022 | 62 | 73,287 | UCON, EFA, VTI, FIRST TR EXCHNG TRADED FD VI | 13F-HR | 7/18/2022 | 000190966422000005 |
| Q1 2022 | 63 | 85,773 | UCON, EFA, VTI, FIRST TR EXCHNG TRADED FD VI | 13F-HR | 4/28/2022 | 000190966422000004 |
| Q4 2021 | 71 | 89,630 | UCON, EFA, VTI, SPY | 13F-HR | 2/9/2022 | 000190966422000003 |