| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 91 | 335,034 | SCHD, DGRW, VOO, IWY | 13F-HR | 4/22/2025 | 000195175725000403 |
| Q4 2024 | 88 | 349,610 | VOO, DGRW, SCHD, IWY | 13F-HR | 1/22/2025 | 000195175725000094 |
| Q3 2024 | 79 | 335,309 | DGRW, VOO, SCHD, IWY | 13F-HR | 10/23/2024 | 000195175724001097 |
| Q2 2024 | 71 | 305,759 | DGRW, VOO, SCHD, IWY | 13F-HR | 7/22/2024 | 000195175724000555 |
| Q1 2024 | 80 | 296,988 | DGRW, VOO, SCHD, IWY | 13F-HR | 5/10/2024 | 000195175724000441 |
| Q4 2023 | 70 | 246,404 | DGRW, VOO, SCHD, IWY | 13F-HR | 1/29/2024 | 000195175724000113 |
| Q3 2023 | 66 | 219,719 | DGRW, VOO, SCHD, IWY | 13F-HR | 10/24/2023 | 000195175723000602 |
| Q2 2023 | 59 | 205,851 | DGRW, VOO, SCHD, IWY | 13F-HR | 7/26/2023 | 000195175723000432 |
| Q1 2023 | 55 | 190,577 | DGRW, VOO, SCHD, IWY | 13F-HR | 5/4/2023 | 000195175723000258 |
| Q4 2022 | 51 | 175,613 | DGRW, SCHD, VOO, MSFT | 13F-HR | 2/13/2023 | 000190601423000001 |
| Q3 2022 | 47 | 126,125 | VOO, DGRW, MSFT, SCHA | 13F-HR | 11/14/2022 | 000190601422000003 |
| Q2 2022 | 49 | 131,877 | VOO, DGRW, MSFT, SCHA | 13F-HR | 8/11/2022 | 000190601422000002 |
| Q1 2022 | 40 | 105,152 | DGRW, IWY, MSFT, JPST | 13F-HR | 5/13/2022 | 000190601422000001 |
| Q4 2021 | 11 | 29,935 | IWY, QDEF, JPST, MSFT | 13F-HR | 2/11/2022 | 000190754122000001 |