| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 112 | 166,514 | AAPL, VIG, QUAL, VUG | 13F-HR | 10/23/2024 | 000121465924017832 |
| Q2 2024 | 103 | 154,452 | AAPL, QUAL, VIG, VUG | 13F-HR | 7/23/2024 | 000121465924012834 |
| Q1 2024 | 108 | 153,255 | AAPL, USFR, VIG, QUAL | 13F-HR | 4/19/2024 | 000121465924007157 |
| Q4 2023 | 97 | 141,723 | AAPL, USFR, VIG, QUAL | 13F-HR | 2/2/2024 | 000121465924001721 |
| Q3 2023 | 77 | 121,225 | AAPL, USFR, VIG, LTPZ | 13F-HR | 10/18/2023 | 000121465923013561 |
| Q2 2023 | 82 | 126,952 | AAPL, LTPZ, USFR, VIG | 13F-HR | 8/4/2023 | 000121465923010779 |
| Q1 2023 | 74 | 120,314 | AAPL, LTPZ, VIG, USFR | 13F-HR | 5/15/2023 | 000121465923007216 |