| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 54 | 162,941 | HDV, VXF, SPAB, VUG | 13F-HR | 2/12/2026 | 000205707426000001 |
| Q3 2025 | 53 | 162,155 | VXF, HDV, VUG, SPAB | 13F-HR | 11/13/2025 | 000205707425000005 |
| Q2 2025 | 53 | 154,539 | VXF, HDV, VUG, SPAB | 13F-HR | 8/5/2025 | 000206049225000002 |
| Q1 2025 | 124 | 149,633 | HDV, DWX, SPAB, VXF | 13F-HR | 4/29/2025 | 000205707425000002 |
| Q4 2024 | 53 | 145,565 | SPLG, VXF, HDV, VUG | 13F-HR | 2/19/2025 | 000205707425000001 |