| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 44 | 147,399 | IVV, BND, JQUA, DYNF | 13F-HR | 4/18/2024 | 000199451224000004 |
| Q4 2023 | 40 | 135,635 | IVV, BND, JQUA, JPST | 13F-HR | 1/22/2024 | 000199451224000001 |
| Q3 2023 | 42 | 121,621 | IVV, BND, EFV, JQUA | 13F-HR | 10/19/2023 | 000199451223000001 |