| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 109 | 170,276 | SCHD, IVW, AAPL, AVUV | 13F-HR | 10/17/2024 | 000108514624004978 |
| Q2 2024 | 105 | 157,165 | SCHD, IVW, AAPL, AMD | 13F-HR | 7/16/2024 | 000108514624003067 |
| Q1 2024 | 104 | 148,843 | SCHD, AMD, IVW, AAPL | 13F-HR | 4/11/2024 | 000108514624001706 |
| Q4 2023 | 100 | 133,989 | SCHD, AAPL, RDVI, AMD | 13F-HR | 1/25/2024 | 000108514624000490 |
| Q3 2023 | 94 | 118,147 | SCHD, AAPL, RDVI, LQD | 13F-HR | 10/17/2023 | 000108514623003765 |
| Q2 2023 | 97 | 117,984 | SCHD, AAPL, RDVI, LQD | 13F-HR | 7/27/2023 | 000108514623002938 |
| Q1 2023 | 90 | 108,511 | SCHD, AAPL, LQD, DGRO | 13F-HR | 4/20/2023 | 000108514623001790 |