| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2023 | 303 | 876,334 | JNJ, AVUS, ESGV, AAPL | 13F-HR | 7/25/2023 | 000175496023000212 |
| Q1 2023 | 298 | 670,041 | ESGV, JNJ, VSGX, GSLC | 13F-HR | 5/2/2023 | 000175496023000139 |
| Q2 2022 | 174 | 371,323 | ESGV, VSGX, AFRM, AAPL | 13F-HR | 7/11/2022 | 000175496022000176 |
| Q1 2022 | 244 | 627,894 | JNJ, ESGV, AFRM, VSGX | 13F-HR | 5/3/2022 | 000175496022000124 |
| Q3 2021 | 184 | 540,203 | AFRM, ESGV, VSGX, DGRO | 13F-HR | 10/12/2021 | 000175496021000187 |
| Q2 2021 | 188 | 497,799 | AFRM, ESGV, VSGX, DGRO | 13F-HR | 8/4/2021 | 000175496021000151 |
| Q1 2021 | 179 | 352,599 | ESGV, VSGX, DGRO, AAPL | 13F-HR | 4/13/2021 | 000175496021000055 |
| Q4 2020 | 173 | 310,312 | ESGV, DGRO, VSGX, AAPL | 13F-HR | 2/11/2021 | 000175496021000039 |
| Q3 2020 | 124 | 242,053 | ESGV, VSGX, DGRO, SCHG | 13F-HR | 11/6/2020 | 000175496020000077 |