| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 82 | 145,838 | SCHD, MTUM, SPTM, VHT | 13F-HR | 10/25/2023 | 000190597923000005 |
| Q2 2023 | 84 | 153,359 | SCHD, MTUM, SPTM, VHT | 13F-HR | 8/3/2023 | 000190597923000004 |
| Q1 2023 | 90 | 173,712 | SCHD, MTUM, SPTM, QUAL | 13F-HR | 5/5/2023 | 000190597923000003 |
| Q4 2022 | 89 | 190,306 | SCHD, MTUM, SPTM, SCHP | 13F-HR | 2/9/2023 | 000190597923000001 |
| Q3 2022 | 83 | 171,586 | SCHD, MTUM, SPTM, SCHP | 13F-HR | 11/7/2022 | 000190597922000007 |
| Q2 2022 | 95 | 177,627 | MTUM, IEF, SCHD, SCHP | 13F-HR | 8/1/2022 | 000190597922000004 |
| Q1 2022 | 112 | 192,411 | SPTM, MTUM, IEF, SCHD | 13F-HR | 5/6/2022 | 000190597922000003 |
| Q4 2021 | 122 | 194,403 | ESGU, ITOT, SPTM, EFV | 13F-HR | 2/3/2022 | 000190597922000002 |