| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 60 | 116,239 | DGRO, SCHD, DLN, VYM | 13F-HR | 11/6/2026 | 000200032426006054 |
| Q2 2026 | 59 | 111,684 | DGRO, SCHD, DLN, VYM | 13F-HR | 7/30/2026 | 000199937126016466 |
| Q1 2026 | 49 | 96,700 | DGRO, SCHD, VYM, DLN | 13F-HR | 5/5/2026 | 000200032426001807 |
| Q4 2025 | 48 | 92,209 | DGRO, SCHD, VYM, DLN | 13F-HR | 2/17/2026 | 000199937126003391 |