| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 69 | 127,664 | SPY, VYM, NVDA, ETV | 13F-HR | 4/11/2025 | 000195175725000340 |
| Q4 2024 | 71 | 132,808 | SPY, VYM, NVDA, ETV | 13F-HR | 1/17/2025 | 000195175725000072 |
| Q3 2024 | 83 | 136,542 | SPY, VYM, NVDA, IWF | 13F-HR | 10/15/2024 | 000195175724001038 |
| Q2 2024 | 84 | 128,350 | SPY, VYM, NVDA, IWF | 13F-HR | 8/1/2024 | 000195175724000618 |
| Q1 2024 | 81 | 121,477 | SPY, VYM, NVDA, IWF | 13F-HR | 4/24/2024 | 000195175724000382 |
| Q4 2023 | 79 | 104,190 | SPY, VYM, IWF, VHT | 13F-HR | 1/29/2024 | 000195175724000136 |
| Q3 2023 | 82 | 96,258 | SPY, VYM, IWF, VHT | 13F-HR | 10/25/2023 | 000195175723000620 |
| Q2 2023 | 84 | 105,808 | SPY, VYM, IWF, VHT | 13F-HR | 8/2/2023 | 000195175723000483 |
| Q1 2023 | 83 | 95,505 | VYM, SPY, IWF, VHT | 13F-HR | 5/4/2023 | 000195175723000249 |
| Q4 2022 | 79 | 90,365 | VYM, SPY, VHT, IWF | 13F-HR | 2/2/2023 | 000191084523000003 |
| Q3 2022 | 75 | 88,895 | VYM, SPY, ETV, VHT | 13F-HR | 10/26/2022 | 000191084522000012 |
| Q2 2022 | 80 | 97,333 | VYM, SPY, ETV, VHT | 13F-HR | 8/12/2022 | 000191084522000004 |
| Q1 2022 | 84 | 114,720 | SPY, VYM, IWF, ETV | RESTATEMENT | 8/15/2022 | 000191084522000007 |
| Q4 2021 | 86 | 121,770 | SPY, VYM, IWF, ETV | RESTATEMENT | 8/12/2022 | 000191084522000006 |