| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 283 | 189,049 | FBND, SPYV, VTI, AVLC | 13F-HR | 3/4/2025 | 000205692225000005 |
| Q3 2024 | 591 | 173,877 | STIP, AVLC, SPYV, VTI | 13F-HR | 2/28/2025 | 000205692225000003 |
| Q2 2024 | 626 | 162,345 | STIP, AVLC, SPYV, VTI | 13F-HR | 3/4/2025 | 000205692225000004 |
| Q1 2024 | 626 | 147,882 | STIP, SPTM, VTI, MUB | 13F-HR | 2/28/2025 | 000205692225000002 |
| Q4 2023 | 611 | 127,943 | STIP, SPTM, AVIG, IVV | 13F-HR | 2/28/2025 | 000205692225000001 |