| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 95 | 224,109 | VOO, DGRO, OMFL, JEPI | 13F-HR | 11/12/2024 | 000196373224000011 |
| Q2 2024 | 86 | 226,525 | VOO, FBND, IXUS, OMFL | 13F-HR | 7/25/2024 | 000196373224000007 |
| Q1 2024 | 82 | 202,926 | VOO, FBND, OMFL, IXUS | 13F-HR | 4/17/2024 | 000196373224000005 |
| Q4 2023 | 73 | 191,237 | VOO, FBND, OMFL, IXUS | 13F-HR | 2/7/2024 | 000196373224000002 |
| Q3 2023 | 74 | 162,382 | VOO, FBND, OMFL, IXUS | 13F-HR | 11/21/2023 | 000196373223000009 |
| Q2 2023 | 82 | 148,307 | VOO, VYM, FBND, IXUS | 13F-HR | 8/3/2023 | 000196373223000006 |
| Q1 2023 | 86 | 134,776 | SPLG, SPAB, SPDW, VYM | 13F-HR | 4/26/2023 | 000196373223000005 |
| Q4 2022 | 69 | 119,223 | SPLG, SPAB, SPDW, SPYG | 13F-HR | 2/13/2023 | 000196373223000003 |