| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 55 | 159,100 | AGG, RSP, GLD, IVV | 13F-HR | 1/28/2025 | 000117266125000377 |
| Q3 2024 | 53 | 157,208 | AGG, GLD, RSP, IVV | 13F-HR | 10/10/2024 | 000117266124004216 |
| Q2 2024 | 49 | 141,690 | AGG, GLD, RSP, IVV | 13F-HR | 8/12/2024 | 000117266124003256 |
| Q1 2024 | 48 | 133,901 | AGG, IJH, GLD, IVV | 13F-HR | 5/9/2024 | 000117266124002115 |