| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 191 | 160,196 | SCHG, IEFA, JPIE, QUAL | 13F-HR | 5/14/2024 | 000139834424009447 |
| Q4 2023 | 186 | 149,901 | SCHG, IEFA, JPIE, QUAL | 13F-HR | 2/6/2024 | 000139834424002198 |
| Q3 2023 | 182 | 135,580 | SCHG, JPIE, IEFA, QUAL | 13F-HR | 11/2/2023 | 000139834423020065 |
| Q2 2023 | 186 | 148,049 | SCHG, JPIE, IEFA, IVW | 13F-HR | 7/27/2023 | 000139834423013641 |
| Q1 2023 | 178 | 136,827 | SCHG, JPST, IEFA, FEZ | 13F-HR | 5/3/2023 | 000139834423008667 |
| Q4 2022 | 164 | 120,395 | JPST, SCHG, VGLT, IVW | 13F-HR | 1/18/2023 | 000139834423000709 |