| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 138 | 380,528 | IWY, SCHD, JKH, FVD | 13F-HR | 2/11/2025 | 000175496025000127 |
| Q2 2024 | 78 | 213,710 | IWY, SCHD, JKH, FVD | 13F-HR | 8/14/2024 | 000175496024000440 |
| Q1 2024 | 60 | 168,939 | SCHD, IWY, JKH, FVD | 13F-HR | 5/14/2024 | 000175496024000211 |
| Q4 2023 | 63 | 147,883 | SCHD, IWY, FVD, JKH | 13F-HR | 2/13/2024 | 000175496024000082 |