| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 42 | 67,276 | BOND, GDE, RSSY, DFAC | 13F-HR | 10/14/2025 | 000208585325000075 |
| Q2 2025 | 41 | 61,412 | BOND, GDE, RSSY, BND | 13F-HR | 8/12/2025 | 000166773125001099 |
| Q1 2025 | 42 | 54,796 | BOND, BND, SCHD, GDE | 13F-HR | 4/10/2025 | 000166773125000407 |
| Q4 2024 | 40 | 49,540 | BND, BOND, SCHD, FNDA | 13F-HR | 2/5/2025 | 000166773125000204 |