| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 35 | 36,057 | AGG, BIL, EPD, SPY | 13F-HR | 11/14/2024 | 000117266124005011 |
| Q2 2024 | 34 | 34,321 | AGG, BIL, EPD, SPY | 13F-HR | 7/26/2024 | 000117266124002954 |
| Q1 2024 | 159 | 166,006 | MUST, AVLC, BIZD, GBTC | 13F-HR | 5/2/2024 | 000117266124001987 |
| Q4 2023 | 153 | 144,129 | AMERICAN CENTY ETF TR, MUST, BIL, AGG | 13F-HR | 1/29/2024 | 000117266124000363 |
| Q3 2023 | 168 | 115,309 | MUST, EPD, AGG, XLV | 13F-HR | 10/27/2023 | 000117266123003512 |
| Q2 2023 | 179 | 135,805 | MUST, SCHZ, EPD, AGG | 13F-HR | 8/8/2023 | 000117266123002806 |
| Q1 2023 | 159 | 117,643 | MUST, SCHZ, EPD, AGG | 13F-HR | 5/15/2023 | 000117266123002336 |
| Q4 2022 | 144 | 115,507 | MUST, SCHZ, EPD, AGG | 13F-HR | 2/14/2023 | 000117266123001471 |