| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 30 | 82,899 | VTI, TLT, IEF, IAU | 13F-HR | 10/8/2024 | 000195175724000996 |
| Q2 2024 | 29 | 73,029 | VTI, TLT, IEF, IAU | 13F-HR | 7/18/2024 | 000195175724000552 |
| Q1 2024 | 29 | 72,090 | TLT, VTI, IEF, IAU | 13F-HR | 4/15/2024 | 000195175724000298 |
| Q4 2023 | 27 | 84,247 | TLT, VTI, IEF, SSO | 13F-HR | 1/18/2024 | 000195175724000066 |
| Q3 2023 | 32 | 74,305 | VTI, TLT, IEF, SSO | 13F-HR | 10/10/2023 | 000195175723000542 |
| Q2 2023 | 29 | 93,967 | VTI, TLT, IEF, IAU | 13F-HR | 7/13/2023 | 000195175723000328 |
| Q1 2023 | 26 | 93,121 | VTI, TLT, IEF, IAU | 13F-HR | 4/11/2023 | 000195175723000141 |
| Q4 2022 | 29 | 90,591 | VTI, TLT, IEF, IAU | 13F-HR | 1/27/2023 | 000195175723000075 |
| Q3 2022 | 28 | 84,944 | VTI, VGLT, VGIT, IAU | 13F-HR | 10/19/2022 | 000190981622000004 |
| Q2 2022 | 28 | 89,540 | VTI, VGLT, VGIT, IAU | 13F-HR | 7/26/2022 | 000190981622000003 |
| Q1 2022 | 27 | 99,966 | VTI, VGLT, TLT, IEF | 13F-HR | 5/10/2022 | 000190981622000002 |
| Q4 2021 | 26 | 103,176 | VTI, TLT, IEF, IAU | 13F-HR | 2/14/2022 | 000190981622000001 |