| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 85 | 433,271 | DGRO, VEA, IWF, IVV | 13F-HR | 5/2/2024 | 000176538024000177 |
| Q4 2023 | 88 | 407,376 | DGRO, VEA, IWF, IVV | RESTATEMENT | 2/13/2024 | 000176538024000089 |
| Q3 2023 | 83 | 364,539 | DGRO, VEA, IWF, IVV | 13F-HR | 11/2/2023 | 000176538023000197 |
| Q2 2023 | 86 | 357,298 | DGRO, VEA, IWF, IVV | 13F-HR | 8/8/2023 | 000176538023000155 |
| Q1 2023 | 83 | 319,416 | DGRO, VEA, IVV, BNDX | 13F-HR | 5/5/2023 | 000176538023000107 |
| Q4 2022 | 89 | 278,620 | DGRO, VEA, IVV, BNDX | 13F-HR | 2/9/2023 | 000176538023000041 |