| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 62 | 339,528 | DFUS, MOAT, IUSB, MUB | 13F-HR | 11/4/2024 | 000195175724001154 |
| Q2 2024 | 64 | 321,219 | DFUS, IUSB, MUB, MOAT | 13F-HR | 8/12/2024 | 000195175724000729 |
| Q1 2024 | 65 | 310,834 | DFUS, IUSB, MUB, MOAT | 13F-HR | 5/10/2024 | 000195175724000448 |
| Q4 2023 | 63 | 294,192 | DFUS, IUSB, MUB, MOAT | 13F-HR | 1/29/2024 | 000195175724000124 |
| Q3 2023 | 43 | 222,851 | DFUS, BND, MOAT, DFAT | 13F-HR | 10/24/2023 | 000195175723000609 |
| Q2 2023 | 44 | 229,562 | DFUS, BND, MOAT, DFAT | 13F-HR | 7/31/2023 | 000195175723000460 |
| Q1 2023 | 54 | 234,214 | DFUS, BND, MOAT, VCSH | 13F-HR | 5/4/2023 | 000195175723000260 |
| Q4 2022 | 63 | 272,678 | DFUS, VCSH, BND, MOAT | 13F-HR | 2/13/2023 | 000191085823000002 |
| Q3 2022 | 54 | 216,106 | DFUS, IUSB, MOAT, SCHO | 13F-HR | 11/14/2022 | 000195175722000022 |
| Q2 2022 | 48 | 211,819 | DFUS, BND, SCHO, MOAT | 13F-HR | 8/15/2022 | 000191085822000004 |
| Q1 2022 | 49 | 232,982 | DFUS, BND, MOAT, SCHO | 13F-HR | 5/13/2022 | 000191085822000003 |
| Q4 2021 | 95 | 268,593 | DFUS, BND, MOAT, SCHO | 13F-HR | 2/14/2022 | 000191085822000001 |