| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 556 | 178,181 | SPY, VTI, GLD, IYR | 13F-HR | 10/15/2024 | 000198528424000008 |
| Q2 2024 | 569 | 168,015 | SPY, VTI, EFA, SCZ | 13F-HR | 7/15/2024 | 000198528424000007 |
| Q1 2024 | 554 | 126,746 | SPY, VTI, IAGG, PDBC | 13F-HR | 5/17/2024 | 000198528424000006 |
| Q4 2023 | 542 | 155,105 | SPY, IYR, EFA, VTI | 13F-HR | 2/15/2024 | 000198528424000005 |