| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 134 | 176,487 | VOO, DIA, IWB, HYG | 13F-HR | 8/13/2025 | 000121465925012008 |
| Q1 2025 | 135 | 166,526 | VOO, DIA, HYG, IWB | 13F-HR | 4/16/2025 | 000121465925006000 |
| Q4 2024 | 134 | 170,967 | VOO, DIA, IWB, HYG | 13F-HR | 1/16/2025 | 000121465925000806 |
| Q3 2024 | 124 | 162,356 | VOO, DIA, IWB, HYG | 13F-HR | 11/21/2024 | 000121465924019459 |