| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 579 | 761,463 | SCHX, SPTI, VOO, SPTS | 13F-HR | 5/7/2025 | 000106681625000003 |
| Q4 2024 | 573 | 660,275 | SCHX, VOO, IJH, SPY | 13F-HR | 1/23/2025 | 000106681625000001 |
| Q3 2024 | 588 | 622,235 | SCHX, VOO, IJH, SPY | 13F-HR | 10/25/2024 | 000106681624000006 |
| Q2 2024 | 609 | 623,581 | SCHX, VOO, IJH, SPY | 13F-HR | 8/1/2024 | 000106681624000005 |
| Q1 2024 | 611 | 662,124 | SCHX, VOO, IJH, SCHO | 13F-HR | 5/13/2024 | 000106681624000003 |
| Q4 2023 | 676 | 541,516 | SCHX, VOO, IJH, SCHO | 13F-HR | 2/12/2024 | 000106681624000002 |
| Q3 2023 | 558 | 489,384 | SCHX, VOO, IJH, SPY | 13F-HR | 11/13/2023 | 000106681623000012 |
| Q2 2023 | 554 | 519,563 | SCHX, VOO, JPST, IJH | 13F-HR | 8/10/2023 | 000106681623000010 |
| Q1 2023 | 537 | 495,509 | SCHX, VOO, JPST, IJH | 13F-HR | 5/15/2023 | 000106681623000008 |
| Q4 2022 | 566 | 491,127 | SCHX, VOO, JPST, IJH | 13F-HR | 1/19/2023 | 000106681623000001 |
| Q3 2022 | 540 | 502,795 | SCHX, JPST, VOO, IJH | 13F-HR | 11/14/2022 | 000106681622000007 |
| Q2 2022 | 540 | 515,111 | SCHX, JPST, VOO, IJH | 13F-HR | 8/15/2022 | 000106681622000005 |
| Q1 2022 | 542 | 596,282 | SCHX, VOO, JPST, IJH | 13F-HR | 5/16/2022 | 000106681622000003 |
| Q4 2021 | 529 | 559,621 | SCHX, VOO, JPST, IJH | 13F-HR | 2/14/2022 | 000106681622000001 |
| Q3 2021 | 466 | 516,248 | SCHX, VOO, JPST, IJH | RESTATEMENT | 11/12/2021 | 000106681621000005 |
| Q2 2021 | 520 | 539,831 | SCHX, VOO, JPST, IJH | 13F-HR | 8/13/2021 | 000106681621000003 |
| Q1 2021 | 174 | 500,191 | SCHX, VOO, JPST, IJH | 13F-HR | 5/10/2021 | 000117266121001075 |
| Q4 2020 | 171 | 453,532 | SCHX, VOO, JPST, SPY | 13F-HR | 2/16/2021 | 000117266121000493 |
| Q3 2020 | 157 | 407,157 | SCHX, VOO, JPST, SPY | 13F-HR | 11/5/2020 | 000117266120002059 |
| Q2 2020 | 152 | 380,003 | SCHX, VOO, JPST, SPY | 13F-HR | 7/20/2020 | 000117266120001543 |
| Q1 2020 | 135 | 329,499 | SCHX, JPST, VOO, IJH | 13F-HR | 4/24/2020 | 000117266120001092 |
| Q4 2019 | 160 | 406,691 | SCHX, IJH, JPST, VOO | 13F-HR | 2/11/2020 | 000117266120000384 |
| Q3 2019 | 149 | 366,851 | SCHX, IJH, JPST, VOO | 13F-HR | 10/29/2019 | 000117266119002070 |
| Q2 2019 | 146 | 360,010 | SCHX, IJH, JPST, VOO | 13F-HR | 7/23/2019 | 000117266119001566 |
| Q1 2019 | 146 | 353,682 | SCHX, IJH, JPST, VOO | 13F-HR | 5/3/2019 | 000117266119001109 |
| Q4 2018 | 131 | 308,853 | SCHX, IJH, JPST, VOO | 13F-HR | 1/24/2019 | 000117266119000240 |
| Q3 2018 | 146 | 320,315 | SCHX, IJH, VOO, SPY | 13F-HR | 10/29/2018 | 000117266118001891 |
| Q2 2018 | 133 | 300,214 | SCHX, IJH, VOO, SPY | 13F-HR | 8/6/2018 | 000117266118001457 |
| Q1 2018 | 133 | 290,146 | SCHX, IJH, VOO, SPY | 13F-HR | 5/4/2018 | 000117266118001001 |
| Q4 2017 | 141 | 273,047 | SCHX, IJH, VOO, SPY | 13F-HR | 2/7/2018 | 000117266118000290 |
| Q3 2017 | 100 | 230,351 | SCHX, IJH, VOO, SPY | 13F-HR | 10/23/2017 | 000117266117001848 |
| Q2 2017 | 99 | 225,535 | SCHX, IJH, SPY, VOO | 13F-HR | 8/2/2017 | 000117266117001455 |
| Q1 2017 | 101 | 223,350 | SCHX, IJH, SPY, VOO | 13F-HR | 5/10/2017 | 000117266117000988 |
| Q4 2016 | 81 | 204,393 | SCHX, IJH, SPY, VOO | 13F-HR | 2/1/2017 | 000117266117000229 |
| Q3 2016 | 75 | 198,604 | SCHX, IJH, SPY, VOO | 13F-HR | 11/1/2016 | 000117266116004072 |
| Q2 2016 | 78 | 191,456 | SCHX, IJH, SPY, VOO | 13F-HR | 8/3/2016 | 000117266116003646 |
| Q1 2016 | 73 | 178,455 | SCHX, SPY, IJH, VOO | 13F-HR | 5/9/2016 | 000117266116003192 |
| Q4 2015 | 76 | 169,789 | SCHX, SPY, IJH, VOO | 13F-HR | 2/5/2016 | 000117266116002436 |
| Q3 2015 | 81 | 166,843 | SCHX, IJH, SPY, VNQ | 13F-HR | 11/3/2015 | 000117266115001852 |
| Q2 2015 | 84 | 168,118 | SCHX, SPY, IJH, VNQ | 13F-HR | 8/6/2015 | 000117266115001425 |
| Q1 2015 | 87 | 169,113 | SCHX, SPY, IJH, VNQ | 13F-HR | 4/30/2015 | 000117266115000961 |
| Q4 2014 | 84 | 154,069 | SCHX, SPY, IJH, VNQ | 13F-HR | 2/4/2015 | 000117266115000239 |
| Q3 2014 | 80 | 116,461 | SPY, SCHX, IJH, IJR | 13F-HR | 11/4/2014 | 000117266114001672 |
| Q2 2014 | 80 | 115,580 | SPY, IJH, SCHX, IJR | 13F-HR | 8/6/2014 | 000117266114001314 |
| Q1 2014 | 65 | 93,881 | SPY, IJH, SCHX, VYM | 13F-HR | 5/9/2014 | 000117266114000956 |
| Q4 2013 | 46 | 71,964 | SPY, IJH, VYM, IWM | 13F-HR | 2/14/2014 | 000117266114000667 |