| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 1,715 | 908,680 | SCHX, SCHG, AAPL, VTV | 13F-HR | 10/23/2026 | 000077341126000007 |
| Q2 2026 | 1,056 | 899,759 | SCHX, SCHG, VTV, AAPL | 13F-HR | 7/29/2026 | 000077341126000006 |
| Q1 2026 | 867 | 772,840 | SCHX, SCHG, VTV, FBND | 13F-HR | 4/15/2026 | 000077341126000002 |
| Q4 2025 | 908 | 721,823 | SCHX, SCHG, SCHB, AAPL | 13F-HR | 1/23/2026 | 000077341126000001 |
| Q3 2025 | 841 | 645,575 | SCHX, SCHB, SCHG, AAPL | 13F-HR | 10/17/2025 | 000077341125000006 |
| Q2 2025 | 810 | 612,531 | SCHX, SCHB, SCHG, AAPL | 13F-HR | 7/22/2025 | 000077341125000004 |
| Q1 2025 | 813 | 554,218 | SCHX, AAPL, SCHB, FBND | 13F-HR | 4/25/2025 | 000077341125000002 |
| Q4 2024 | 769 | 556,910 | SCHX, AAPL, SCHB, SCHG | 13F-HR | 1/24/2025 | 000077341125000001 |
| Q3 2024 | 733 | 553,867 | SCHX, AAPL, SCHB, MSFT | 13F-HR | 10/24/2024 | 000077341124000005 |
| Q2 2024 | 1,167 | 673,814 | SCHX, AAPL, MSFT, SCHF | 13F-HR | 7/18/2024 | 000077341124000004 |
| Q1 2024 | 1,208 | 661,665 | SCHX, AAPL, SCHF, MSFT | 13F-HR | 4/19/2024 | 000077341124000002 |
| Q4 2023 | 1,186 | 630,023 | SCHX, SCHF, AAPL, MSFT | 13F-HR | 1/25/2024 | 000077341124000001 |
| Q3 2023 | 1,057 | 572,450 | SCHX, SCHF, AAPL, MSFT | 13F-HR | 11/13/2023 | 000077341123000004 |
| Q2 2023 | 973 | 595,006 | SCHX, AAPL, SCHF, MSFT | 13F-HR | 7/31/2023 | 000077341123000003 |
| Q1 2023 | 964 | 568,501 | SCHX, SCHF, AAPL, MSFT | 13F-HR | 4/26/2023 | 000077341123000002 |
| Q4 2022 | 971 | 557,482 | SCHX, SCHF, AAPL, SCHD | 13F-HR | 1/12/2023 | 000077341123000001 |
| Q3 2022 | 984 | 480,071 | SCHX, AAPL, MSFT, SCHD | 13F-HR | 11/8/2022 | 000077341122000004 |
| Q2 2022 | 964 | 473,964 | SCHX, AAPL, MSFT, SCHF | 13F-HR | 7/15/2022 | 000077341122000003 |
| Q1 2022 | 975 | 522,155 | SCHX, AAPL, MSFT, SCHF | 13F-HR | 5/6/2022 | 000077341122000002 |
| Q4 2021 | 973 | 542,008 | SCHX, AAPL, MSFT, TOTL | 13F-HR | 2/11/2022 | 000077341122000001 |
| Q3 2021 | 932 | 552,682 | TOTL, SCHX, JPST, AAPL | 13F-HR | 11/10/2021 | 000077341121000006 |
| Q2 2021 | 940 | 547,813 | TOTL, SCHX, JPST, AAPL | 13F-HR | 8/2/2021 | 000077341121000005 |
| Q1 2021 | 891 | 511,881 | TOTL, JPST, SCHX, AAPL | 13F-HR | 5/7/2021 | 000077341121000002 |
| Q4 2020 | 854 | 476,772 | JPST, TOTL, SCHO, AAPL | 13F-HR | 2/11/2021 | 000077341121000001 |
| Q3 2020 | 843 | 436,932 | SCHO, JPST, TOTL, AAPL | 13F-HR | 11/13/2020 | 000077341120000004 |
| Q2 2020 | 850 | 434,178 | SCHO, JPST, SCHX, BSCL | 13F-HR | 8/10/2020 | 000077341120000003 |
| Q1 2020 | 839 | 361,856 | SCHB, BSCL, SCHX, WINC | 13F-HR | 5/13/2020 | 000077341120000002 |
| Q4 2019 | 817 | 399,928 | SCHB, BSCL, SCHX, AAPL | 13F-HR | 2/13/2020 | 000077341120000001 |
| Q3 2019 | 823 | 364,679 | SCHB, BSCL, SCHX, BSCK | 13F-HR | 11/12/2019 | 000077341119000004 |
| Q2 2019 | 784 | 363,725 | SCHB, BSCK, BSCL, SCHX | 13F-HR | 8/8/2019 | 000077341119000003 |
| Q1 2019 | 788 | 349,108 | BSCJ, SCHB, SCHX, BSCK | 13F-HR | 4/26/2019 | 000077341119000002 |
| Q4 2018 | 826 | 308,209 | BSCJ, SCHB, SCHX, BSCK | 13F-HR | 2/25/2019 | 000077341119000001 |
| Q3 2018 | 733 | 288,472 | BSCJ, AAPL, MSFT, BSCK | 13F-HR | 11/8/2018 | 000077341118000005 |
| Q2 2018 | 723 | 261,988 | BSCJ, AAPL, MSFT, SCHM | 13F-HR | 8/14/2018 | 000077341118000004 |
| Q1 2018 | 706 | 268,950 | BSCK, BSCJ, BSCM, SCHD | 13F-HR | 4/19/2018 | 000077341118000002 |
| Q4 2017 | 718 | 287,562 | BSCK, BSCJ, BSCL, BSCM | 13F-HR | 2/13/2018 | 000077341118000001 |
| Q3 2017 | 723 | 292,775 | BSCJ, BSCK, BSCL, BSCM | 13F-HR | 11/14/2017 | 000077341117000004 |
| Q2 2017 | 663 | 278,336 | BSCJ, BSCK, BSCL, BSCM | 13F-HR | 8/4/2017 | 000077341117000003 |
| Q1 2017 | 664 | 262,767 | BSCJ, BSCK, BSCL, BSCM | 13F-HR | 5/12/2017 | 000077341117000002 |
| Q4 2016 | 697 | 217,622 | BSCJ, AAPL, GE, USB | 13F-HR | 1/31/2017 | 000077341117000001 |
| Q3 2016 | 772 | 193,563 | AAPL, PG, GE, JNJ | 13F-HR | 11/1/2016 | 000077341116000014 |
| Q2 2016 | 672 | 192,335 | GE, AAPL, JNJ, T | 13F-HR | 8/12/2016 | 000077341116000013 |
| Q1 2016 | 656 | 186,496 | AAPL, GE, MCD, JNJ | 13F-HR | 4/21/2016 | 000077341116000012 |
| Q4 2015 | 649 | 169,743 | GE, AAPL, WFC, MCD | RESTATEMENT | 3/10/2016 | 000077341116000010 |
| Q4 2015 | 649 | 169,743 | GE, AAPL, WFC, MCD | RESTATEMENT | 3/10/2016 | 000077341116000011 |
| Q3 2015 | 656 | 165,142 | AAPL, WFC, GE, JNJ | 13F-HR | 11/6/2015 | 000077341115000007 |
| Q2 2015 | 650 | 177,046 | AAPL, WFC, GE, JNJ | RESTATEMENT | 7/31/2015 | 000077341115000006 |
| Q1 2015 | 612 | 169,777 | AAPL, WFC, GE, JNJ | 13F-HR | 5/1/2015 | 000077341115000004 |
| Q4 2014 | 458 | 132,658 | SCHD, WDR, AAPL, GE | 13F-HR | 2/9/2015 | 000077341115000003 |