| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 22 | 55,570 | SCHD, JEPQ, BND, SCHG | 13F-HR | 4/22/2024 | 000175726024000002 |
| Q4 2023 | 24 | 56,096 | SCHD, JEPQ, BND, SCHG | 13F-HR | 1/17/2024 | 000175726024000001 |
| Q3 2023 | 49 | 52,361 | SCHD, JEPI, BND, SCHG | 13F-HR | 10/16/2023 | 000175726023000004 |
| Q2 2023 | 47 | 109,580 | SCHP, JEPQ, JEPI, BND | 13F-HR | 7/17/2023 | 000175726023000003 |
| Q1 2023 | 52 | 108,389 | SCHD, JPST, JEPI, SCHG | 13F-HR | 4/26/2023 | 000175726023000002 |
| Q4 2022 | 49 | 105,041 | SCHD, JPST, JEPI, SCHP | 13F-HR | 1/18/2023 | 000175726023000001 |
| Q3 2022 | 47 | 109,045 | SCHD, JPST, SCHP, SCHG | 13F-HR | 10/27/2022 | 000175726022000004 |
| Q2 2022 | 53 | 111,676 | SCHD, JPST, SCHP, SCHG | 13F-HR | 7/20/2022 | 000175726022000003 |
| Q1 2022 | 78 | 137,772 | SCHD, JPST, SCHG, SCHP | 13F-HR | 4/14/2022 | 000175726022000002 |
| Q4 2021 | 49 | 141,738 | SCHD, SCHG, JPST, LDUR | 13F-HR | 1/20/2022 | 000175726022000001 |
| Q3 2021 | 47 | 133,553 | SCHD, SCHG, JPST, BND | 13F-HR | 10/18/2021 | 000175726021000004 |
| Q2 2021 | 49 | 141,738 | SCHD, SCHG, JPST, LDUR | 13F-HR | 7/15/2021 | 000175726021000003 |
| Q1 2021 | 49 | 135,363 | SCHD, SCHG, LDUR, SCHM | 13F-HR | 4/14/2021 | 000175726021000002 |
| Q4 2020 | 48 | 124,404 | SCHG, SCHD, MINT, SCHM | 13F-HR | 1/19/2021 | 000175726021000001 |
| Q3 2020 | 48 | 110,318 | SCHG, SCHD, MINT, BND | 13F-HR | 10/19/2020 | 000175726020000004 |
| Q2 2020 | 126 | 78,749 | SCHG, SCHD, MINT, BND | 13F-HR | 7/14/2020 | 000175726020000003 |
| Q1 2020 | 35 | 76,862 | SCHG, SCHD, TOTL, MINT | 13F-HR | 4/22/2020 | 000175726020000002 |
| Q4 2019 | 39 | 92,535 | SCHD, SCHG, TOTL, MINT | 13F-HR | 1/9/2020 | 000175726020000001 |
| Q3 2019 | 37 | 88,120 | SCHG, SCHD, TOTL, MINT | 13F-HR | 10/8/2019 | 000175726019000004 |
| Q2 2019 | 43 | 88,704 | SCHG, TOTL, SCHD, SDOG | 13F-HR | 7/15/2019 | 000175726019000003 |
| Q1 2019 | 39 | 86,438 | SCHG, TOTL, SDOG, SCHD | 13F-HR | 4/5/2019 | 000175726019000002 |
| Q4 2018 | 41 | 82,728 | SCHG, TOTL, SCHD, SDOG | 13F-HR | 1/15/2019 | 000175726019000001 |