| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 556 | 179,073 | SCHF, FNDF, IVV, VGLT | 13F-HR | 4/19/2024 | 000191048824000002 |
| Q4 2023 | 538 | 176,758 | SCHF, FNDF, IEFA, IVV | 13F-HR | 1/31/2024 | 000191048824000001 |
| Q3 2023 | 551 | 149,244 | SCHF, FNDF, SCHE, VGLT | 13F-HR | 11/2/2023 | 000191048823000006 |
| Q2 2023 | 560 | 159,223 | SCHF, FNDF, SCHE, VGLT | 13F-HR | 7/26/2023 | 000191048823000005 |
| Q1 2023 | 559 | 148,707 | SCHF, FNDF, SCHE, VGLT | 13F-HR | 5/16/2023 | 000191048823000004 |
| Q4 2022 | 588 | 144,232 | SCHF, FNDF, SCHE, MUB | 13F-HR | 2/1/2023 | 000191048823000003 |
| Q2 2022 | 63 | 120,978 | SCHF, FNDF, SCHE, IVV | 13F-HR | 8/9/2022 | 000191048822000006 |
| Q1 2022 | 64 | 132,232 | SCHF, FNDF, SCHE, IVV | 13F-HR | 4/15/2022 | 000191048822000003 |
| Q4 2021 | 65 | 144,621 | SCHF, FNDF, SCHE, BAC puts | 13F-HR | 2/10/2022 | 000191048822000001 |
| Q3 2021 | 590 | 128,104 | SCHF, FNDF, SCHE, IVV | 13F-HR | 11/7/2022 | 000191048822000008 |