| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 56 | 87,479 | SCHD, USMV, VTV, QUAL | 13F-HR | 11/7/2023 | 000195175723000685 |
| Q2 2023 | 57 | 90,604 | SCHD, USMV, QUAL, VTV | 13F-HR | 8/11/2023 | 000195175723000509 |
| Q1 2023 | 56 | 86,509 | SCHD, USMV, VTV, MTUM | 13F-HR | 5/11/2023 | 000195175723000300 |
| Q4 2022 | 56 | 81,475 | SCHD, USMV, MTUM, VTV | 13F-HR | 2/14/2023 | 000165344323000001 |
| Q3 2022 | 50 | 74,080 | SCHD, USMV, MTUM, VTV | 13F-HR | 11/14/2022 | 000165344322000005 |
| Q2 2022 | 53 | 77,325 | SCHD, USMV, MTUM, VTV | 13F-HR | 8/15/2022 | 000165344322000004 |
| Q1 2022 | 55 | 89,402 | SCHD, USMV, MTUM, QUAL | 13F-HR | 5/16/2022 | 000165344322000003 |
| Q4 2021 | 56 | 91,039 | SCHD, MTUM, USMV, QUAL | 13F-HR | 5/16/2022 | 000165344322000002 |