| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 55 | 124,648 | SCHG, IVV, SHV, BND | 13F-HR | 8/8/2025 | 000195175725001052 |
| Q1 2025 | 49 | 111,173 | SHV, SCHG, NEAR, JMST | 13F-HR | 4/29/2025 | 000195175725000478 |
| Q4 2024 | 50 | 115,877 | SCHG, FBND, IVV, VUG | 13F-HR | 2/14/2025 | 000195175725000265 |