| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 75 | 97,521 | SCHD, AAPL, MSFT, JPM | 13F-HR | 4/14/2025 | 000175496025000192 |
| Q4 2024 | 75 | 97,471 | SCHD, AAPL, MSFT, JPM | 13F-HR | 1/13/2025 | 000175496025000005 |
| Q3 2024 | 77 | 104,984 | SCHD, AAPL, MSFT, ABBV | 13F-HR | 10/15/2024 | 000175496024000495 |
| Q2 2024 | 77 | 104,386 | SCHD, MSFT, AAPL, CVX | 13F-HR | 7/17/2024 | 000175496024000265 |
| Q1 2024 | 80 | 109,726 | SCHD, MSFT, CVX, AAPL | 13F-HR | 4/22/2024 | 000175496024000162 |
| Q4 2023 | 76 | 100,251 | SCHD, AAPL, MSFT, CVX | 13F-HR | 1/10/2024 | 000175496024000019 |
| Q3 2023 | 72 | 94,523 | SCHD, CVX, AAPL, MSFT | 13F-HR | 10/23/2023 | 000175496023000292 |
| Q2 2023 | 78 | 105,392 | AAPL, SCHD, JNJ, CVX | 13F-HR | 8/3/2023 | 000175496023000234 |
| Q1 2023 | 74 | 102,925 | AAPL, SCHD, JNJ, CVX | 13F-HR | 4/21/2023 | 000175496023000123 |
| Q4 2022 | 66 | 93,202 | CVX, JNJ, SCHD, AAPL | 13F-HR | 1/19/2023 | 000175496023000033 |