| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 13 | 5,616,574 | LQD, HYG, IVV, RSP | 13F-HR | 10/27/2025 | 000194839125000006 |
| Q2 2025 | 13 | 6,298,556 | LQD, HYG, IVV, RSP | 13F-HR | 7/30/2025 | 000194839125000004 |
| Q1 2025 | 13 | 6,501,331 | LQD, HYG, IVV, RSP | 13F-HR | 5/19/2025 | 000194839125000003 |
| Q4 2024 | 11 | 5,840,297 | LQD, HYG, VCIT, VCSH | 13F-HR | 1/27/2025 | 000194839125000002 |
| Q3 2024 | 13 | 7,564,498 | LQD, VCSH, VCIT, HYG | 13F-HR | 11/12/2024 | 000194839124000006 |
| Q2 2024 | 12 | 7,201,130 | LQD, VCSH, VCIT, HYG | 13F-HR | 7/31/2024 | 000194839124000005 |
| Q1 2024 | 12 | 8,051,877 | VCSH, LQD, VCIT, HYG | 13F-HR | 5/14/2024 | 000194839124000004 |
| Q4 2023 | 12 | 9,156,035 | VCIT, VCSH, LQD, HYG | RESTATEMENT | 5/14/2024 | 000194839124000003 |
| Q3 2023 | 11 | 8,849,142 | VCSH, VCIT, LQD, IGSB | 13F-HR | 11/14/2023 | 000194839123000008 |
| Q2 2023 | 11 | 8,664,918 | VCIT, VCSH, LQD, IGSB | 13F-HR | 8/7/2023 | 000194839123000007 |
| Q1 2023 | 11 | 9,187,131 | VCSH, VCIT, LQD, IVV | 13F-HR | 5/8/2023 | 000194839123000004 |
| Q4 2022 | 7 | 6,661,925 | VCSH, LQD, VCIT, IGSB | 13F-HR | 2/8/2023 | 000194839123000002 |