| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | Reported by CWM, LLC | 13F-NT/A | 1/29/2024 | 000194104024000049 | ||
| Q4 2023 | Reported by CWM, LLC | 13F-NT | 1/17/2024 | 000194104024000017 | ||
| Q2 2023 | 33 | 121,642 | IVV, QEFA, WLDR, VCSH | 13F-HR | 7/17/2023 | 000194104023000159 |
| Q1 2023 | 34 | 122,432 | IVV, QEFA, WLDR, VCSH | 13F-HR | 4/27/2023 | 000194104023000112 |
| Q4 2022 | 34 | 113,328 | IVV, QEFA, WLDR, VCSH | 13F-HR | 1/18/2023 | 000194104023000013 |
| Q3 2022 | 29 | 99,752 | IVV, QEFA, WLDR, VTIP | 13F-HR | 10/18/2022 | 000191007822000008 |
| Q2 2022 | 29 | 108,036 | IVV, WLDR, QUAL, QEFA | 13F-HR | 7/22/2022 | 000191007822000006 |
| Q1 2022 | 29 | 124,834 | IVV, WLDR, QUAL, QEFA | 13F-HR | 4/14/2022 | 000191007822000004 |
| Q4 2021 | 28 | 124,502 | IVV, WLDR, QUAL, AGG | 13F-HR | 2/11/2022 | 000191007822000002 |