| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2022 | 242 | 145,017 | IVV, DGRO, PG, IJH | 13F-HR | 5/12/2022 | 000184442822000003 |
| Q4 2021 | 242 | 149,940 | IVV, DGRO, PG, IJH | 13F-HR | 2/9/2022 | 000184442822000001 |
| Q3 2021 | 213 | 136,689 | IVV, DGRO, PG, IJH | 13F-HR | 11/5/2021 | 000184442821000006 |
| Q2 2021 | 207 | 134,380 | IVV, DGRO, IJH, PG | 13F-HR | 8/4/2021 | 000184442821000005 |
| Q1 2021 | 196 | 125,013 | IVV, DGRO, IJH, LCNB | 13F-HR | 5/6/2021 | 000184442821000004 |
| Q4 2020 | 189 | 115,135 | IVV, DGRO, PG, IJH | 13F-HR | 2/16/2021 | 000184442821000002 |