| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 56 | 195,046 | AVUS, IVV, CAOS, DFCF | 13F-HR | 4/22/2025 | 000196648225000002 |
| Q4 2024 | 59 | 197,719 | AVUS, IVV, CAOS, DGRW | 13F-HR | 2/4/2025 | 000196648225000001 |
| Q3 2024 | 57 | 186,398 | AVUS, IVV, CAOS, DGRW | 13F-HR | 10/18/2024 | 000196648224000004 |
| Q2 2024 | 59 | 190,057 | AVUS, IVV, USFR, DGRW | 13F-HR | 7/23/2024 | 000196648224000003 |
| Q1 2024 | 63 | 176,873 | AVUS, IVV, USFR, DGRW | 13F-HR | 5/20/2024 | 000196648224000002 |
| Q4 2023 | 51 | 154,220 | AVUS, IVV, USFR, DGRW | 13F-HR | 1/31/2024 | 000196648224000001 |
| Q3 2023 | 46 | 141,897 | AVUS, USFR, DGRW, AGG | 13F-HR | 10/25/2023 | 000196648223000005 |
| Q2 2023 | 50 | 141,224 | AVUS, USFR, DGRW, VOO | 13F-HR | 7/27/2023 | 000196648223000004 |
| Q1 2023 | 41 | 122,538 | RSP, AVUS, USFR, BBEU | 13F-HR | 5/15/2023 | 000196648223000003 |
| Q4 2022 | 46 | 100,675 | USFR, AVUS, DGRW, VTV | 13F-HR | 3/1/2023 | 000196648223000001 |