| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 28 | 141,853 | VEA, VWO, IVE, GDX | 13F-HR | 11/14/2024 | 000108514624005934 |
| Q2 2024 | 25 | 116,308 | VEA, VWO, IVE, AVB | 13F-HR | 8/14/2024 | 000108514624003967 |
| Q1 2024 | 28 | 164,982 | HYG, VEA, BKLN, BSV | 13F-HR | 5/15/2024 | 000108514624002606 |
| Q4 2023 | 28 | 151,641 | HYG, BKLN, BSV, VWO | 13F-HR | 2/14/2024 | 000108514624001480 |
| Q3 2023 | 27 | 148,112 | HYG, VEA, BKLN, BSV | 13F-HR | 11/14/2023 | 000108514623004465 |
| Q2 2023 | 20 | 140,555 | HYG, VEA, BKLN, BSV | 13F-HR | 8/14/2023 | 000131586323000719 |
| Q1 2023 | 21 | 127,532 | HYG, VEA, BSV, BKLN | 13F-HR | 5/15/2023 | 000131586323000535 |
| Q4 2022 | 31 | 154,404 | HYG, VNQ, HDV, IVE | 13F-HR | 2/13/2023 | 000131586323000295 |