| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 165 | 271,609 | YEAR, TLT, SPY, DFLV | 13F-HR | 10/16/2024 | 000196581424000006 |
| Q2 2024 | 153 | 216,953 | YEAR, TLT, SPY, IUSG | 13F-HR | 7/30/2024 | 000196581424000004 |
| Q1 2024 | 154 | 190,405 | TLT, YEAR, SPY, DFLV | 13F-HR | 5/7/2024 | 000196581424000002 |
| Q4 2023 | 152 | 145,853 | YEAR, IVV, AAPL, PFF | 13F-HR | 2/14/2024 | 000196581424000001 |
| Q3 2023 | 143 | 136,254 | YEAR, IVV, AAPL, PFF | 13F-HR | 11/14/2023 | 000196581423000006 |
| Q2 2023 | 128 | 128,746 | YEAR, AAPL, PFF, VEA | 13F-HR | 8/14/2023 | 000196581423000005 |
| Q1 2023 | 125 | 120,087 | YEAR, AAPL, VPU, PFF | 13F-HR | 5/15/2023 | 000196581423000004 |
| Q4 2022 | 125 | 112,066 | VPU, PFF, AAPL, USB | 13F-HR | 2/14/2023 | 000196581423000002 |