| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 51 | 98,679 | COWZ, SCHD, VOE, XLG | 13F-HR | 4/15/2024 | 000180817924000003 |
| Q4 2023 | 63 | 97,299 | COWZ, SCHD, VOE, XLG | 13F-HR | 1/9/2024 | 000180817924000002 |
| Q3 2023 | 67 | 91,763 | SCHD, COWZ, VOE, XLG | 13F-HR | 10/16/2023 | 000180817923000005 |
| Q2 2023 | 58 | 93,521 | SCHD, COWZ, BUFR, VOE | 13F-HR | 8/2/2023 | 000180817923000004 |
| Q1 2023 | 58 | 106,007 | SCHD, COWZ, VOE, BUFR | 13F-HR | 5/9/2023 | 000180817923000003 |
| Q4 2022 | 62 | 104,988 | SCHD, VOE, JHML, TIP | 13F-HR | 1/30/2023 | 000180817923000001 |
| Q3 2022 | 44 | 82,002 | SCHD, VOE, TIP, JHML | 13F-HR | 11/7/2022 | 000180817922000005 |
| Q2 2022 | 45 | 87,338 | SCHD, VOE, TIP, JHML | 13F-HR | 8/3/2022 | 000180817922000004 |
| Q1 2022 | 53 | 99,687 | SCHD, VOE, JHML, TIP | 13F-HR | 4/29/2022 | 000180817922000003 |
| Q4 2021 | 53 | 100,304 | SCHD, VOE, JHML, TIP | 13F-HR | 1/25/2022 | 000180817922000002 |