| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 177 | 322,747 | SPYM, AGG, FNDF, IVV | 13F-HR | 8/20/2026 | 000206336426000314 |
| Q1 2026 | 162 | 238,918 | SPYM, AGG, FNDF, IVV | 13F-HR | 4/17/2026 | 000206336426000107 |
| Q4 2025 | 139 | 211,229 | SPYM, AGG, IVV, FNDF | 13F-HR | 2/6/2026 | 000206336426000056 |
| Q3 2025 | 191 | 397,259 | SPYM, AGG, BNDX, EMB | 13F-HR | 10/20/2025 | 000206336425000240 |
| Q2 2025 | 98 | 145,709 | IVV, AGG, SPYM, FTCS | 13F-HR | 8/20/2025 | 000206336425000212 |
| Q1 2025 | 128 | 146,883 | IVV, AGG, SPYM, FNDF | 13F-HR | 5/14/2025 | 000206336425000089 |
| Q4 2024 | 91 | 134,221 | IVV, AGG, SPYM, IUSV | 13F-HR | 5/14/2025 | 000206336425000087 |