| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 53 | 166,179 | VIG, VYM, VTI, BLV | 13F-HR | 11/6/2024 | 000196529224000004 |
| Q2 2024 | 55 | 150,917 | VIG, VYM, BSV, VTI | 13F-HR | 7/26/2024 | 000196529224000003 |
| Q1 2024 | 55 | 147,731 | VIG, VYM, BSV, VTI | 13F-HR | 5/3/2024 | 000196529224000002 |
| Q4 2023 | 55 | 135,976 | VIG, VYM, BSV, VTI | 13F-HR | 2/6/2024 | 000196529224000001 |
| Q3 2023 | 56 | 126,528 | BSV, VIG, VYM, JEPI | 13F-HR | 11/14/2023 | 000196529223000004 |
| Q2 2023 | 52 | 127,657 | BSV, VIG, VYM, SCHD | 13F-HR | 8/3/2023 | 000196529223000003 |
| Q1 2023 | 51 | 112,614 | BSV, VIG, VYM, SCHD | 13F-HR | 4/25/2023 | 000196529223000002 |
| Q4 2022 | 54 | 108,691 | VGSH, VIG, VYM, SCHD | 13F-HR | 2/14/2023 | 000196529223000001 |