| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 121 | 198,916 | VXUS, IWF, VOO, JPM | 13F-HR | 10/29/2024 | 000200921124000004 |
| Q2 2024 | 952 | 174,873 | AGG, VOO, JPM, LLY | 13F-HR | 8/7/2024 | 000199857424000003 |
| Q1 2024 | 1,119 | 169,848 | AGG, VOO, JPM, LLY | 13F-HR | 4/23/2024 | 000200921124000003 |
| Q4 2023 | 1,109 | 162,833 | AGG, VOO, JPM, IWF | 13F-HR | 1/31/2024 | 000200921124000002 |