| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 50 | 191,244 | SPY, VTI, VTV, LQD | 13F-HR | 11/18/2024 | 000175496024000578 |
| Q2 2024 | 44 | 168,645 | SPY, VTV, LQD, DGRW | 13F-HR | 8/12/2024 | 000175496024000422 |
| Q1 2024 | 42 | 157,651 | SPY, VTV, LQD, DGRW | 13F-HR | 5/2/2024 | 000175496024000198 |
| Q4 2023 | 53 | 149,952 | SPY, VTV, LQD, DGRW | 13F-HR | 1/17/2024 | 000175496024000033 |
| Q3 2023 | 46 | 129,151 | SPY, VTV, LQD, DGRW | 13F-HR | 11/6/2023 | 000175496023000314 |
| Q2 2023 | 43 | 128,632 | LQD, VTV, SPY, DGRW | 13F-HR | 7/28/2023 | 000175496023000224 |
| Q1 2023 | 37 | 128,518 | LQD, VTV, VTI, SCHD | 13F-HR | 5/12/2023 | 000175496023000165 |
| Q4 2022 | 35 | 114,630 | LQD, VTV, SCHD, NOBL | 13F-HR | 2/13/2023 | 000175496023000072 |
| Q3 2022 | 31 | 81,021 | VTV, SCHD, CDC, IWF | 13F-HR | 11/14/2022 | 000175496022000306 |