| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 86 | 301,898 | DGRO, VYM, VUG, SCHD | 13F-HR | 2/13/2025 | 000176734325000001 |
| Q3 2024 | 219 | 243,599 | DGRO, VYM, VUG, SCHD | 13F-HR | 11/14/2024 | 000176734324000005 |
| Q2 2024 | 219 | 225,354 | DGRO, VYM, VUG, SCHD | 13F-HR | 8/14/2024 | 000169649724000006 |
| Q1 2024 | 219 | 219,628 | DGRO, VYM, VUG, SCHD | 13F-HR | 5/15/2024 | 000176734324000003 |
| Q4 2023 | 245 | 108,600 | VTV, BND, EFA, SPHQ | 13F-HR | 2/15/2024 | 000176734324000001 |
| Q3 2023 | 78 | 194,037 | GLD, VUG, UPS, VGT | 13F-HR | 12/7/2023 | 000176734323000003 |
| Q2 2023 | 81 | 201,065 | DGRO, VYM, SCHD, VUG | 13F-HR | 7/31/2023 | 000172554723000159 |
| Q1 2023 | 81 | 186,241 | DGRO, VYM, SCHD, VUG | 13F-HR | 5/5/2023 | 000172554723000104 |
| Q4 2022 | 81 | 171,100 | DGRO, VYM, IVV, SCHD | 13F-HR | 2/9/2023 | 000172554723000043 |
| Q3 2022 | 87 | 159,046 | DGRO, VYM, IVV, VGSH | 13F-HR | 11/1/2022 | 000172554722000167 |
| Q2 2022 | 96 | 193,920 | DGRO, VYM, ISTB, IVV | 13F-HR | 7/28/2022 | 000172554722000124 |
| Q1 2022 | 101 | 220,415 | DGRO, VYM, IVV, ISTB | 13F-HR | 4/21/2022 | 000172554722000068 |
| Q4 2021 | 105 | 254,468 | DGRO, IVV, ISTB, AAPL | 13F-HR | 1/24/2022 | 000172554722000007 |
| Q3 2021 | 106 | 233,262 | DGRO, VGSH, BSV, VGIT | 13F-HR | 11/1/2021 | 000172554721000095 |
| Q2 2021 | 106 | 225,182 | DGRO, VGSH, VGIT, BSV | 13F-HR | 7/12/2021 | 000172554721000063 |
| Q1 2021 | 105 | 201,353 | VCSH, VGSH, DGRO, IVV | 13F-HR | 4/28/2021 | 000172554721000033 |
| Q4 2020 | 102 | 180,149 | VCSH, AAPL, BND, VGSH | 13F-HR | 1/28/2021 | 000172554721000002 |
| Q3 2020 | 99 | 148,265 | VCSH, AAPL, BND, VGSH | 13F-HR | 10/19/2020 | 000172554720000075 |
| Q2 2020 | 89 | 99,501 | AAPL, IVV, IJH, IWM | 13F-HR | 7/27/2020 | 000172554720000060 |
| Q1 2020 | 92 | 91,965 | VCSH, AAPL, BND, BRK-B | 13F-HR | 4/30/2020 | 000172554720000037 |
| Q4 2019 | 97 | 113,089 | VCSH, AAPL, BRK-B, IJH | 13F-HR | 2/6/2020 | 000172554720000020 |
| Q3 2019 | 97 | 99,946 | VCSH, BRK-B, IJH, AAPL | 13F-HR | 10/28/2019 | 000172554719000057 |
| Q2 2019 | 92 | 95,143 | BRK-B, VCSH, IJH, IWM | 13F-HR | 8/8/2019 | 000172554719000048 |
| Q1 2019 | 92 | 92,755 | BRK-B, VCSH, IJH, IWM | 13F-HR | 5/13/2019 | 000172554719000026 |
| Q4 2018 | 88 | 80,569 | BRK-B, IJH, IWM, MRK | 13F-HR | 2/14/2019 | 000172554719000018 |