| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 108 | 382,923 | DGRO, SCHD, AVGO, XLU | 13F-HR | 11/14/2024 | 000201182124000005 |
| Q2 2024 | 109 | 354,096 | DGRO, SCHD, AVGO, MSFT | 13F-HR | 8/6/2024 | 000201182124000004 |
| Q1 2024 | 109 | 347,536 | SCHD, DGRO, MSFT, AVGO | 13F-HR | 5/2/2024 | 000201182124000003 |
| Q4 2023 | 109 | 305,965 | SCHD, DGRO, MSFT, AVGO | 13F-HR | 2/13/2024 | 000201182124000002 |