| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 197 | 184,056 | SCHD, SPYG, XMHQ, BBLU | 13F-HR | 10/29/2024 | 000199443424000009 |
| Q2 2024 | 210 | 177,074 | SCHD, SPYG, XMHQ, BBLU | 13F-HR | 7/22/2024 | 000199443424000006 |
| Q1 2024 | 236 | 191,299 | SCHD, SPYG, XLP, RSP | RESTATEMENT | 5/28/2024 | 000199443424000005 |
| Q4 2023 | 226 | 183,195 | SCHD, XLP, RSP, SPYG | RESTATEMENT | 5/24/2024 | 000199443424000004 |
| Q3 2023 | 251 | 168,558 | SCHD, XLP, RSP, SPYG | RESTATEMENT | 5/24/2024 | 000199443424000003 |
| Q2 2023 | 241 | 168,697 | SCHD, XLP, RSP, SPYG | 13F-HR | 10/13/2023 | 000199443423000007 |
| Q1 2023 | 243 | 162,948 | SCHD, XLP, RSP, SPYG | 13F-HR | 10/13/2023 | 000199443423000006 |
| Q4 2022 | 224 | 152,255 | SCHD, XLP, RSP, SPYG | 13F-HR | 10/13/2023 | 000199443423000005 |
| Q3 2022 | 241 | 140,360 | SCHD, XLP, RSP, SPYG | 13F-HR | 10/13/2023 | 000199443423000004 |
| Q2 2022 | 221 | 142,770 | SCHD, RSP, XLP, SPYG | 13F-HR | 10/13/2023 | 000199443423000003 |
| Q1 2022 | 213 | 152,641 | SCHD, RSP, SPYG, XLP | 13F-HR | 10/13/2023 | 000199443423000002 |
| Q4 2021 | 188 | 153,253 | SCHD, RSP, SPYG, SCHP | 13F-HR | 10/13/2023 | 000199443423000001 |