| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 734 | 240,023 | JCPB, AGG, SPY, VGSH | 13F-HR | 10/25/2024 | 000201121524000006 |
| Q2 2024 | 405 | 204,546 | JCPB, AGG, SPY, VGSH | 13F-HR | 7/15/2024 | 000201121524000004 |
| Q1 2024 | 359 | 177,660 | JCPB, AGG, SPY, VGSH | 13F-HR | 4/16/2024 | 000201121524000003 |
| Q4 2023 | 386 | 166,194 | JCPB, AGG, SPY, VGSH | 13F-HR | 2/20/2024 | 000201121524000002 |