| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 17 | 596,959 | IVV, HYG, RSP, SRLN | 13F-HR | 11/14/2024 | 000201102524000005 |
| Q2 2024 | 2 | 64,633 | BKLN, SRLN | NEW HOLDINGS | 11/14/2024 | 000201102524000006 |
| Q2 2024 | 9 | 470,534 | IVV, HYG, RSP, QQQE | 13F-HR | 8/12/2024 | 000201102524000004 |
| Q1 2024 | 2 | 65,041 | SRLN, BKLN | NEW HOLDINGS | 11/14/2024 | 000201102524000007 |
| Q1 2024 | 9 | 452,402 | IVV, HYG, RSP, USHY | 13F-HR | 5/14/2024 | 000201102524000003 |
| Q4 2023 | 2 | 64,948 | BKLN, SRLN | NEW HOLDINGS | 11/14/2024 | 000201102524000008 |
| Q4 2023 | 9 | 440,284 | HYG, IVV, RSP, QQQE | 13F-HR | 2/14/2024 | 000201102524000001 |