| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 49 | 119,268 | SCHM, VOO, QUAL, VIG | 13F-HR | 10/19/2026 | 000210986126000006 |
| Q2 2026 | 44 | 113,654 | SCHM, VOO, QUAL, VIG | 13F-HR | 7/16/2026 | 000210986126000004 |
| Q1 2026 | 46 | 106,542 | SCHM, VOO, QUAL, VIG | 13F-HR | 4/27/2026 | 000210986126000003 |
| Q4 2025 | 44 | 102,456 | SCHM, VIG, VOO, QUAL | 13F-HR | 2/17/2026 | 000210986126000002 |