| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 25 | 279,736 | VLUE, IWD, IVV, IWM | 13F-HR | 11/8/2024 | 000203587224000004 |
| Q2 2024 | 21 | 264,685 | IVV, BKLN, SRLN, TLT | 13F-HR | 10/31/2024 | 000203587224000003 |
| Q1 2024 | 31 | 264,053 | BIL, IVV, QQQ, VLUE | 13F-HR | 10/31/2024 | 000203587224000002 |
| Q4 2023 | 27 | 252,540 | TLT, IWF, BIL, IVV | 13F-HR | 10/15/2024 | 000203587224000001 |