| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 46 | 143,132 | RSP, IVV, LQD, FBND | 13F-HR | 5/15/2026 | 000137647426000379 |
| Q4 2025 | 44 | 129,624 | RSP, IVV, LQD, VO | 13F-HR | 2/17/2026 | 000137647426000177 |
| Q3 2025 | 38 | 98,656 | RSP, IVV, LQD, SFY | 13F-HR | 11/13/2025 | 000137647425000917 |
| Q2 2025 | 32 | 108,288 | RSP, LQD, IVV, SFY | 13F-HR | 8/12/2025 | 000137647425000728 |