| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 182 | 300,545 | BND, SCHX, VIG, QQQE | 13F-HR | 4/25/2024 | 000108514624002043 |
| Q4 2023 | 167 | 270,256 | BND, SCHX, JEPI, QQQE | 13F-HR | 1/26/2024 | 000108514624000532 |
| Q3 2023 | 163 | 252,744 | BND, VEA, JEPI, EEMV | 13F-HR | 11/6/2023 | 000108514623004130 |
| Q2 2023 | 175 | 250,531 | BND, VEA, MGK, EEMV | 13F-HR | 7/17/2023 | 000108514623002722 |
| Q1 2023 | 169 | 226,959 | BND, VEA, EEMV, JEPI | 13F-HR | 4/19/2023 | 000108514623001782 |
| Q4 2022 | 164 | 189,953 | VEA, VYM, BND, JEPI | 13F-HR | 2/13/2023 | 000108514623001121 |