| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 58 | 104,276 | VIG, VYM, JPST, SCHD | 13F-HR | 11/14/2024 | 000191031224000002 |
| Q4 2022 | 41 | 68,297 | VIG, VYM, SCHD, BRK-B | 13F-HR | 2/13/2023 | 000191031223000002 |
| Q3 2022 | 44 | 75,086 | JPST, VIG, VYM, SCHD | 13F-HR | 11/14/2022 | 000191031222000005 |
| Q2 2022 | 43 | 79,574 | JPST, VIG, VYM, SCHD | 13F-HR | 8/12/2022 | 000191031222000004 |
| Q1 2022 | 50 | 99,217 | JPST, VIG, VYM, BSV | 13F-HR | 5/12/2022 | 000191031222000003 |
| Q4 2021 | 49 | 100,618 | JPST, VIG, VYM, BSV | 13F-HR | 2/10/2022 | 000191031222000002 |