| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 87 | 232,746 | SPY, QUAL, MBB, VUG | 13F-HR | 11/12/2024 | 000176538024000431 |
| Q2 2024 | 95 | 217,939 | SPY, QUAL, MBB, VOO | 13F-HR | 8/2/2024 | 000176538024000262 |
| Q1 2024 | 92 | 211,767 | SPY, MBB, QUAL, VTV | 13F-HR | 5/3/2024 | 000176538024000181 |
| Q4 2023 | 106 | 200,385 | SPY, MBB, QUAL, VOO | RESTATEMENT | 2/13/2024 | 000176538024000098 |
| Q3 2023 | 98 | 189,479 | SPY, AGG, VOO, SPTI | 13F-HR | 11/14/2023 | 000176538023000248 |
| Q2 2023 | 90 | 195,602 | AGG, IXUS, SPY, SPTI | 13F-HR | 8/8/2023 | 000176538023000138 |
| Q1 2023 | 90 | 166,700 | AGG, SPY, VTV, VOO | 13F-HR | 5/8/2023 | 000176538023000111 |
| Q4 2022 | 93 | 137,569 | AGG, SPY, SPTI, VTV | 13F-HR | 2/10/2023 | 000176538023000048 |