| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 153 | 812,896 | AGG, RSP, SPY, SPYM | 13F-HR | 10/19/2026 | 000206713326000005 |
| Q2 2026 | 144 | 471,848 | AGG, SPY, LQD, IEF | 13F-HR | 7/21/2026 | 000206713326000004 |
| Q1 2026 | 118 | 361,870 | SPY, LQD, IEF, QQQ | 13F-HR | 4/28/2026 | 000206713326000003 |
| Q4 2025 | 145 | 404,648 | AGG, QQQ, VOO, LQD | 13F-HR | 2/13/2026 | 000206713326000002 |