| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 74 | 107,899 | VOO, SCHD, VXF, EFV | 13F-HR | 2/14/2024 | 000196552224000001 |
| Q3 2023 | 70 | 92,202 | VOO, SCHD, EFV, MUB | 13F-HR | 11/14/2023 | 000196552223000006 |
| Q2 2023 | 71 | 93,108 | VOO, SCHD, EFV, MUB | 13F-HR | 8/14/2023 | 000196552223000005 |
| Q1 2023 | 66 | 82,468 | VOO, SCHD, EFV, MUB | 13F-HR | 5/15/2023 | 000196552223000003 |
| Q4 2022 | 74 | 80,077 | VOO, ESGU, EFV, SCHD | 13F-HR | 2/13/2023 | 000196552223000001 |