| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 22 | 118,160 | VTI, SCHG, DGRO, SCHF | 13F-HR | 8/6/2025 | 000108514625004568 |
| Q1 2025 | 20 | 110,235 | VTI, SCHD, DGRO, SCHF | 13F-HR | 4/29/2025 | 000108514625002424 |
| Q4 2024 | 21 | 109,548 | VTI, SCHG, DGRO, SCHD | 13F-HR | 2/3/2025 | 000108514625000705 |