| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 103 | 284,929 | BND, RSP, LQD, SCHD | 13F-HR | 4/11/2025 | 000117266125001487 |
| Q4 2024 | 108 | 282,874 | BND, RSP, LQD, SCHD | 13F-HR | 1/15/2025 | 000117266125000201 |
| Q3 2024 | 107 | 274,788 | BND, RSP, LQD, SCHD | 13F-HR | 10/17/2024 | 000117266124004300 |
| Q2 2024 | 102 | 245,998 | BND, RSP, LQD, SCHD | NEW HOLDINGS | 10/17/2024 | 000117266124004299 |
| Q2 2024 | 65 | 37,288 | GOOGL, UBER, MSFT, IBM | 13F-HR | 7/23/2024 | 000117266124002865 |
| Q1 2024 | 106 | 242,817 | BND, RSP, LQD, SCHD | NEW HOLDINGS | 10/17/2024 | 000117266124004298 |
| Q1 2024 | 68 | 36,725 | GOOGL, IBM, GPC, JPM | 13F-HR | 4/30/2024 | 000117266124001959 |
| Q4 2023 | 106 | 215,284 | BND, RSP, LQD, QQQ | 13F-HR | 1/11/2024 | 000117266124000208 |
| Q3 2023 | 102 | 195,866 | BND, RSP, LQD, QQQ | 13F-HR | 10/26/2023 | 000117266123003508 |
| Q2 2023 | 100 | 194,097 | BND, RSP, LQD, QQQ | 13F-HR | 7/14/2023 | 000117266123002509 |
| Q1 2023 | 101 | 186,303 | BND, LQD, RSP, QQQ | 13F-HR | 4/13/2023 | 000117266123001681 |
| Q4 2022 | 99 | 150,842 | BND, QQQ, SCHD, GLD | 13F-HR | 1/13/2023 | 000117266123000176 |
| Q3 2022 | 89 | 133,321 | QQQ, BSCN, PGX, SCHD | 13F-HR | 10/19/2022 | 000117266122002212 |
| Q2 2022 | 78 | 128,114 | GLD, BSCN, PGX, BSJM | 13F-HR | 7/19/2022 | 000117266122001643 |