| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 104 | 1,224,004 | SCHX, IJH, VUG, VTV | 13F-HR | 10/29/2024 | 000088211924000007 |
| Q2 2024 | 101 | 1,154,615 | SCHX, IJH, VUG, VTV | 13F-HR | 8/2/2024 | 000088211924000005 |
| Q1 2024 | 102 | 1,111,274 | SCHX, IJH, VUG, VTV | 13F-HR | 4/30/2024 | 000088211924000003 |
| Q4 2023 | 101 | 1,026,769 | SCHX, IJH, VUG, VTV | 13F-HR | 1/18/2024 | 000088211924000001 |
| Q3 2023 | 98 | 902,278 | SCHX, IJH, VUG, VTV | 13F-HR | 10/12/2023 | 000088211923000005 |
| Q2 2023 | 98 | 945,421 | SCHX, IJH, VUG, VTV | 13F-HR | 7/27/2023 | 000088211923000004 |
| Q1 2023 | 95 | 882,439 | SCHX, IJH, VTV, VUG | 13F-HR | 4/18/2023 | 000088211923000003 |
| Q4 2022 | 94 | 820,526 | SCHX, VTV, IJH, VUG | 13F-HR | 1/31/2023 | 000088211923000001 |
| Q3 2022 | 88 | 729,951 | SCHX, VTV, IJH, VUG | 13F-HR | 10/27/2022 | 000088211922000007 |
| Q2 2022 | 88 | 756,937 | SCHX, VTV, IJH, VUG | 13F-HR | 7/25/2022 | 000088211922000006 |
| Q1 2022 | 75 | 858,808 | SCHX, VTV, VUG, IJH | 13F-HR | 5/2/2022 | 000088211922000004 |
| Q4 2021 | 76 | 939,415 | SCHX, VTV, VUG, IJH | 13F-HR | 1/24/2022 | 000088211922000001 |
| Q3 2021 | 71 | 813,166 | SCHX, VTV, VUG, IJH | 13F-HR | 11/8/2021 | 000088211921000006 |
| Q2 2021 | 70 | 812,323 | SCHX, VTV, VUG, IJH | 13F-HR | 8/16/2021 | 000088211921000005 |
| Q1 2021 | 67 | 761,888 | SCHX, VTV, VUG, IJH | 13F-HR | 4/29/2021 | 000088211921000004 |
| Q4 2020 | 70 | 728,748 | SCHX, VUG, VTV, IJH | 13F-HR | 1/28/2021 | 000088211921000002 |
| Q3 2020 | 68 | 611,182 | SCHX, VUG, VTV, VEU | 13F-HR | 10/26/2020 | 000088211920000006 |
| Q2 2020 | 70 | 554,952 | SCHX, VUG, VTV, VEU | 13F-HR | 7/16/2020 | 000088211920000004 |
| Q1 2020 | 69 | 530,428 | SCHX, JPST, VEU, VUG | 13F-HR | 4/16/2020 | 000088211920000003 |
| Q4 2019 | 67 | 729,310 | SCHX, VEU, JPST, VTV | 13F-HR | 1/30/2020 | 000088211920000001 |
| Q3 2019 | 65 | 671,323 | SCHX, VEU, JPST, VTV | 13F-HR | 11/4/2019 | 000088211919000006 |
| Q2 2019 | 71 | 675,100 | SCHX, VEU, JPST, VTV | 13F-HR | 7/24/2019 | 000088211919000005 |
| Q1 2019 | 76 | 646,008 | SCHX, JPST, VEU, VTV | 13F-HR | 4/25/2019 | 000088211919000004 |
| Q4 2018 | 75 | 598,752 | SCHX, JPST, VEU, VTV | 13F-HR | 1/28/2019 | 000088211919000001 |
| Q3 2018 | 58 | 508,469 | SCHX, VEU, VTV, VUG | 13F-HR | 10/22/2018 | 000088211918000005 |
| Q2 2018 | 55 | 466,079 | SCHX, VEU, VTV, VUG | 13F-HR | 7/26/2018 | 000088211918000004 |
| Q1 2018 | 55 | 453,053 | SCHX, VEU, VTV, VUG | 13F-HR | 4/26/2018 | 000088211918000003 |
| Q4 2017 | 60 | 514,791 | SCHX, VEU, VTV, VUG | 13F-HR | 2/5/2018 | 000088211918000002 |
| Q3 2017 | 56 | 456,314 | SCHX, AMJ, VEU, VTV | 13F-HR | 11/1/2017 | 000088211917000005 |
| Q2 2017 | 56 | 434,990 | SCHX, AMJ, VEU, VTV | 13F-HR | 7/27/2017 | 000088211917000004 |
| Q1 2017 | 54 | 408,100 | SCHX, AMJ, VEU, VTV | 13F-HR | 4/24/2017 | 000088211917000003 |
| Q4 2016 | 47 | 389,965 | SCHX, AMJ, VEU, VTV | 13F-HR | 1/26/2017 | 000088211917000001 |
| Q3 2016 | 45 | 348,631 | SCHX, AMJ, VTV, VUG | 13F-HR | 10/27/2016 | 000088211916000016 |
| Q2 2016 | 43 | 315,593 | SCHX, AMJ, VTV, VUG | RESTATEMENT | 8/4/2016 | 000088211916000015 |
| Q1 2016 | 46 | 286,425 | SCHX, AMJ, VUG, VTV | 13F-HR | 5/9/2016 | 000088211916000013 |
| Q4 2015 | 62 | 306,790 | SCHX, AMJ, VWO, EMB | 13F-HR | 1/28/2016 | 000088211916000010 |
| Q3 2015 | 43 | 281,007 | SCHX, AMJ, VUG, EMB | 13F-HR | 11/5/2015 | 000088211915000008 |
| Q2 2015 | 42 | 213,193 | SCHX, VUG, VTV, IWF | 13F-HR | 8/13/2015 | 000088211915000006 |
| Q1 2015 | 38 | 209,807 | SCHX, VUG, VTV, IWF | 13F-HR | 5/11/2015 | 000088211915000005 |
| Q4 2014 | 44 | 266,439 | SCHX, EMB, VUG, VTV | 13F-HR | 1/22/2015 | 000153442415000018 |
| Q3 2014 | 35 | 201,887 | SCHX, VUG, VTV, VV | 13F-HR | 10/16/2014 | 000153442414000259 |
| Q2 2014 | 37 | 206,365 | SCHX, VUG, VTV, BOND | 13F-HR | 7/31/2014 | 000153442414000208 |
| Q1 2014 | 36 | 175,704 | SCHX, VUG, VTV, VV | 13F-HR | 4/28/2014 | 000153442414000138 |
| Q4 2013 | 37 | 207,391 | SCHX, EBND, VUG, VTV | 13F-HR | 1/23/2014 | 000153442414000011 |