| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 99 | 271,544 | SCHD, IQLT, DGRO, AGG | 13F-HR | 10/28/2024 | 000108514624005185 |
| Q2 2024 | 91 | 244,374 | SCHD, IQLT, DGRO, AGG | 13F-HR | 8/9/2024 | 000108514624003609 |
| Q1 2024 | 93 | 244,801 | IQLT, SCHD, DGRO, AGG | 13F-HR | 5/15/2024 | 000108514624002565 |
| Q4 2023 | 74 | 220,028 | IQLT, SCHD, DGRO, VWO | 13F-HR | 2/14/2024 | 000108514624001511 |