| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 152 | 191,014 | SPY, SCHD, IJH, FVD | 13F-HR | 11/14/2024 | 000108514624005754 |
| Q2 2024 | 137 | 169,808 | SPY, SCHD, IJH, FVD | 13F-HR | 8/12/2024 | 000108514624003712 |
| Q1 2024 | 122 | 155,091 | SCHD, SPY, IJH, FVD | 13F-HR | 4/30/2024 | 000108514624002129 |
| Q4 2023 | 115 | 142,645 | IJH, RSP, SPY, SCHD | 13F-HR | 3/15/2024 | 000108514624001602 |