| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 98 | 200,475 | SCHX, SCHD, DGRO, IGSB | 13F-HR | 10/18/2024 | 000192747424000004 |
| Q2 2024 | 96 | 183,371 | SCHX, SCHD, DGRO, IGSB | 13F-HR | 7/24/2024 | 000192747424000003 |
| Q1 2024 | 94 | 174,946 | SCHX, SCHD, DGRO, IGSB | 13F-HR | 4/19/2024 | 000192747424000002 |
| Q4 2023 | 91 | 162,053 | SCHX, SCHD, DGRO, IGSB | 13F-HR | 1/17/2024 | 000192747424000001 |
| Q3 2023 | 88 | 147,177 | SCHX, SCHD, IGSB, DGRO | 13F-HR | 10/18/2023 | 000192747423000004 |
| Q2 2023 | 90 | 150,817 | SCHX, SCHD, DGRO, IGSB | 13F-HR | 7/20/2023 | 000192747423000003 |
| Q1 2023 | 93 | 143,072 | SCHX, SCHD, IGSB, DGRO | 13F-HR | 4/13/2023 | 000192747423000002 |
| Q4 2022 | 91 | 135,688 | SCHX, SCHD, IGSB, DGRO | 13F-HR | 1/20/2023 | 000192747423000001 |
| Q3 2022 | 89 | 125,359 | SCHX, SCHD, IGSB, SHYG | 13F-HR | 10/14/2022 | 000192747422000004 |
| Q2 2022 | 92 | 130,012 | SCHX, SCHD, IGSB, DGRO | 13F-HR | 7/19/2022 | 000192747422000003 |
| Q1 2022 | 91 | 143,701 | SCHX, SCHD, IGSB, DGRO | 13F-HR | 5/11/2022 | 000192747422000002 |
| Q4 2021 | 91 | 141,860 | SCHX, SCHZ, SCHD, VCSH | 13F-HR | 5/6/2022 | 000192747422000001 |