| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 198 | 238,318 | IVV, SCHX, IEFA, IJR | 13F-HR | 4/29/2025 | 000139834425007994 |
| Q4 2024 | 184 | 233,199 | IVV, SCHX, IJR, IEFA | 13F-HR | 1/29/2025 | 000139834425001394 |
| Q3 2024 | 193 | 232,811 | IVV, SCHX, IEFA, IJR | 13F-HR | 10/30/2024 | 000139834424019632 |
| Q2 2024 | 160 | 208,871 | IVV, SCHX, IEFA, IJR | 13F-HR | 7/29/2024 | 000139834424013253 |
| Q1 2024 | 167 | 195,451 | IVV, SCHX, IEFA, IJR | 13F-HR | 4/18/2024 | 000139834424007331 |
| Q4 2023 | 161 | 175,100 | IVV, SCHX, IJR, IEFA | 13F-HR | 1/29/2024 | 000139834424001285 |
| Q3 2023 | 152 | 150,473 | SCHX, IVV, IJR, IEFA | 13F-HR | 10/24/2023 | 000139834423019670 |
| Q2 2023 | 154 | 154,733 | SCHX, IVV, IJR, IEFA | 13F-HR | 8/9/2023 | 000139834423014378 |
| Q1 2023 | 150 | 141,908 | SCHX, IVV, IJR, IEFA | 13F-HR | 5/10/2023 | 000139834423009374 |
| Q4 2022 | 145 | 123,818 | SCHX, IVV, IJR, IEFA | 13F-HR | 1/19/2023 | 000139834423000722 |
| Q3 2022 | 120 | 96,585 | SCHX, IVV, IJR, SCHA | 13F-HR | 10/25/2022 | 000139834422020672 |
| Q2 2022 | 126 | 105,175 | SCHX, IVV, IJR, SCHA | 13F-HR | 7/25/2022 | 000139834422013966 |
| Q1 2022 | 122 | 119,934 | SCHX, IVV, IJR, SCHA | 13F-HR | 4/29/2022 | 000139834422008263 |
| Q4 2021 | 112 | 119,879 | SCHX, IVV, IJR, SCHA | 13F-HR | 2/14/2022 | 000139834422003424 |