| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 108 | 94,969 | VYM, DGRO, IWF, SCHD | 13F-HR | 11/14/2024 | 000196268524000005 |
| Q2 2024 | 96 | 86,544 | VYM, DGRO, IWF, SCHD | 13F-HR | 8/14/2024 | 000196268524000003 |
| Q1 2024 | 90 | 79,545 | VYM, DGRO, IWF, SCHD | 13F-HR | 5/15/2024 | 000196268524000002 |
| Q4 2023 | 84 | 67,422 | VYM, DGRO, IWF, SCHD | 13F-HR | 2/13/2024 | 000196268524000001 |
| Q3 2023 | 80 | 57,765 | VYM, DGRO, IWF, ITOT | 13F-HR | 11/13/2023 | 000196268523000002 |
| Q2 2023 | 84 | 58,607 | VYM, DGRO, ITOT, MSFT | 13F-HR | 8/10/2023 | 000151240423000006 |
| Q1 2023 | 86 | 55,343 | VYM, AAPL, ITOT, DGRO | 13F-HR | 5/11/2023 | 000196268523000001 |
| Q4 2022 | 72 | 47,027 | VYM, ITOT, DGRO, AAPL | 13F-HR | 2/15/2023 | 000190705423000002 |