| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 50 | 143,791 | AVUV, XOCT, IWD, DGRO | 13F-HR | 10/8/2024 | 000195175724000992 |
| Q2 2024 | 48 | 130,820 | AVUV, XOCT, DGRO, VEA | 13F-HR | 7/18/2024 | 000195175724000546 |
| Q1 2024 | 47 | 113,827 | XOCT, AVUV, DGRO, VEA | 13F-HR | 4/15/2024 | 000195175724000288 |
| Q4 2023 | 44 | 100,539 | FIRST TR EXCHNG TRADED FD VI, AVUV, VEA, DGRO | 13F-HR | 2/9/2024 | 000195175724000234 |