| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 108 | 133,612 | SCHD, AAPL, VBR, CVX | 13F-HR | 10/2/2024 | 000199198324000005 |
| Q2 2024 | 110 | 120,877 | SCHD, AAPL, VBR, CVX | 13F-HR | 7/15/2024 | 000199198324000003 |
| Q1 2024 | 109 | 116,606 | SCHD, AAPL, VBR, CVX | 13F-HR | 4/18/2024 | 000199198324000002 |
| Q4 2023 | 104 | 111,056 | SCHD, AAPL, VBR, CVX | 13F-HR | 1/9/2024 | 000199198324000001 |
| Q3 2023 | 99 | 99,995 | SCHD, AAPL, CVX, VBR | 13F-HR | 10/17/2023 | 000199198323000004 |
| Q2 2023 | 106 | 107,747 | SCHD, AAPL, CVX, VBR | 13F-HR | 9/5/2023 | 000199198323000003 |
| Q1 2023 | 101 | 100,878 | SCHD, AAPL, CVX, VBR | 13F-HR | 9/5/2023 | 000199198323000002 |
| Q4 2022 | 105 | 101,793 | SCHD, CVX, AAPL, VBR | 13F-HR | 9/5/2023 | 000199198323000001 |