| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 146 | 253,981 | VUG, SCHD, AAPL, DGRW | 13F-HR | 1/21/2025 | 000176538025000004 |
| Q3 2024 | 129 | 181,497 | VUG, SCHD, DGRW, AAPL | 13F-HR | 10/3/2024 | 000176538024000387 |
| Q2 2024 | 63 | 118,609 | VUG, SCHD, DGRW, MSFT | 13F-HR | 7/11/2024 | 000176538024000235 |
| Q1 2024 | 68 | 110,972 | VUG, SCHD, DGRW, MSFT | 13F-HR | 4/3/2024 | 000176538024000161 |