| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 70 | 120,376 | LRGF, CGGO, DGRO, VUG | 13F-HR | 11/24/2025 | 000175496025000803 |
| Q2 2025 | 65 | 105,233 | DGRO, LRGF, CGGO, VUG | 13F-HR | 7/17/2025 | 000175496025000427 |
| Q1 2025 | 63 | 92,598 | DGRO, CGGO, LRGF, VUG | 13F-HR | 4/21/2025 | 000175496025000221 |
| Q4 2024 | 61 | 92,175 | DGRO, CGGO, VUG, ACWF | 13F-HR | 2/4/2025 | 000175496025000096 |