| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 63 | 187,475 | IXUS, DGRO, QUAL, IVE | 13F-HR | 10/28/2024 | 000192712924000005 |
| Q2 2024 | 61 | 169,531 | IXUS, DGRO, QUAL, IWV | 13F-HR | 7/25/2024 | 000192712924000004 |
| Q1 2024 | 58 | 164,980 | IXUS, DGRO, QUAL, IDV | 13F-HR | 5/3/2024 | 000192712924000002 |
| Q4 2023 | 55 | 146,327 | IXUS, DGRO, IDV, QUAL | 13F-HR | 1/31/2024 | 000192712924000001 |
| Q3 2023 | 53 | 148,896 | DGRO, IXUS, IDV, USHY | 13F-HR | 10/16/2023 | 000192712923000004 |
| Q2 2023 | 57 | 154,244 | DGRO, IXUS, ICSH, IDV | 13F-HR | 7/17/2023 | 000192712923000003 |
| Q1 2023 | 60 | 151,321 | DGRO, IXUS, IWV, IWR | 13F-HR | 4/24/2023 | 000192712923000002 |
| Q4 2022 | 60 | 153,433 | DGRO, IWV, IXUS, MUB | 13F-HR | 1/17/2023 | 000192712923000001 |
| Q3 2022 | 60 | 150,786 | EFA, DGRO, ICSH, GLD | 13F-HR | 10/24/2022 | 000192712922000005 |
| Q2 2022 | 60 | 144,520 | EFA, DGRO, GLD, IWV | 13F-HR | 7/22/2022 | 000192712922000004 |