| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 45 | 142,008 | SPLG, SCHZ, IUSB, MBB | 13F-HR | 4/29/2024 | 000195175724000397 |
| Q4 2023 | 43 | 129,471 | SPLG, BIV, IUSB, GNMA | 13F-HR | 1/12/2024 | 000195175724000020 |
| Q3 2023 | 38 | 120,584 | SPLG, SCHZ, IUSB, MBB | 13F-HR | 10/11/2023 | 000195175723000552 |
| Q2 2023 | 33 | 124,912 | SCHZ, SPLG, IUSB, MBB | 13F-HR | 7/20/2023 | 000195175723000412 |
| Q1 2023 | 34 | 116,767 | SCHZ, SPLG, IUSB, ESGU | 13F-HR | 5/11/2023 | 000195175723000293 |
| Q4 2022 | 39 | 109,616 | SPLG, ESGU, GOVT, DTD | 13F-HR | 5/11/2023 | 000196643823000001 |