| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 31 | 249,501 | IEF, SCHD, FBND, SPYG | 13F-HR | 10/31/2024 | 000108514624005251 |
| Q2 2024 | 33 | 232,809 | IEF, SCHD, FBND, SPYG | 13F-HR | 7/17/2024 | 000108514624003076 |
| Q1 2024 | 40 | 231,428 | SCHD, IEF, SPYG, USMV | 13F-HR | 4/19/2024 | 000108514624001942 |
| Q4 2023 | 38 | 212,736 | SCHD, IEF, FBND, SPYG | 13F-HR | 1/19/2024 | 000108514624000343 |
| Q3 2023 | 40 | 206,963 | SCHF, SCHD, IEF, FBND | 13F-HR | 10/24/2023 | 000108514623003912 |
| Q2 2023 | 37 | 171,937 | SCHD, SPYG, IEF, SPHQ | 13F-HR | 7/11/2023 | 000108514623002638 |
| Q1 2023 | 44 | 162,529 | SCHD, USFR, DGRW, SPYG | 13F-HR | 4/10/2023 | 000108514623001602 |
| Q4 2022 | 43 | 154,166 | SCHD, USFR, DGRW, SPYG | 13F-HR | 1/17/2023 | 000108514623000164 |
| Q3 2022 | 40 | 150,316 | USFR, SCHD, DGRW, SPYG | 13F-HR | 10/13/2022 | 000108514622003394 |
| Q2 2022 | 40 | 162,576 | USFR, SCHD, DGRW, SPYG | 13F-HR | 7/22/2022 | 000108514622002542 |
| Q1 2022 | 43 | 144,721 | SCHD, SPYG, USMV, IHDG | 13F-HR | 4/19/2022 | 000108514622001461 |
| Q4 2021 | 48 | 155,297 | SCHD, SPYG, USMV, IHDG | 13F-HR | 2/10/2022 | 000108514622000791 |