| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 785 | 765,929 | SCHG, IWD, DFAI, IWF | 13F-HR | 10/9/2026 | 000139506726000005 |
| Q2 2026 | 831 | 778,617 | SCHG, IWD, DFAI, IWF | 13F-HR | 7/9/2026 | 000139506726000003 |
| Q1 2026 | 796 | 669,098 | SCHG, DFAI, IWD, IWF | 13F-HR | 4/23/2026 | 000139506726000002 |
| Q4 2025 | 698 | 677,336 | SCHG, DFAI, IWD, IWF | 13F-HR | 1/16/2026 | 000139506726000001 |
| Q3 2025 | 700 | 653,409 | SCHG, DFAI, IWD, IWF | 13F-HR | 10/24/2025 | 000139506725000006 |
| Q2 2025 | 133 | 596,604 | SCHG, DFAI, IWD, IWF | 13F-HR | 7/15/2025 | 000139506725000004 |
| Q1 2025 | 147 | 567,470 | SCHG, DFAI, SCHD, IWF | 13F-HR | 4/9/2025 | 000139506725000003 |
| Q4 2024 | 190 | 612,723 | SCHG, DFAI, SCHD, IWF | 13F-HR | 1/14/2025 | 000139506725000001 |
| Q3 2024 | 230 | 630,718 | SCHG, DFAI, SCHD, IWF | 13F-HR | 10/8/2024 | 000139506724000006 |
| Q2 2024 | 193 | 588,423 | SCHG, DFAI, SCHD, IWF | 13F-HR | 8/14/2024 | 000139506724000004 |
| Q1 2024 | 197 | 576,682 | SCHG, DFAI, SCHD, AVUV | 13F-HR | 5/6/2024 | 000139506724000003 |
| Q4 2023 | 192 | 542,738 | SCHG, DFAI, SCHD, AVUV | 13F-HR | 2/2/2024 | 000139506724000002 |
| Q3 2023 | 284 | 421,587 | SCHG, SCHD, DFAI, IWF | 13F-HR | 10/27/2023 | 000139506723000005 |
| Q2 2023 | 298 | 403,049 | SCHG, IWF, SCHD, DFAI | 13F-HR | 7/28/2023 | 000139506723000004 |
| Q1 2023 | 213 | 376,327 | SCHG, SCHD, IWF, USTB | 13F-HR | 5/1/2023 | 000139506723000003 |
| Q4 2022 | 217 | 338,255 | SCHG, IWF, SCHD, USTB | 13F-HR | 1/12/2023 | 000139506723000002 |
| Q3 2022 | 250 | 319,937 | SCHG, IWF, RPG, SCHD | 13F-HR | 10/6/2022 | 000139506722000004 |
| Q2 2022 | 370 | 351,638 | SCHG, IWF, RPG, SCHD | 13F-HR | 7/15/2022 | 000139506722000003 |
| Q1 2022 | 392 | 430,434 | SCHG, IWF, RPG, SCHD | 13F-HR | 4/26/2022 | 000139506722000002 |
| Q4 2021 | 264 | 476,998 | SCHG, IWF, RPG, SCHD | 13F-HR | 1/19/2022 | 000139506722000001 |
| Q3 2021 | 263 | 444,736 | SCHG, IWF, RPG, AVUV | RESTATEMENT | 10/29/2021 | 000139506721000006 |
| Q2 2021 | 238 | 454,275 | SCHG, IWF, RPG, SCHD | 13F-HR | 7/19/2021 | 000139506721000004 |
| Q1 2021 | 239 | 413,973 | SCHG, IWF, RPG, SCHD | 13F-HR | 4/23/2021 | 000139506721000003 |
| Q4 2020 | 232 | 433,986 | SCHG, IWF, RPG, IWD | 13F-HR | 1/15/2021 | 000139506721000002 |
| Q3 2020 | 223 | 358,968 | SCHG, IWF, RPG, IWD | 13F-HR | 10/27/2020 | 000139506720000005 |
| Q2 2020 | 244 | 306,707 | SCHG, RPG, IWF, IWD | 13F-HR | 7/21/2020 | 000139506720000004 |
| Q1 2020 | 247 | 241,786 | SCHG, RPG, IWF, IWD | 13F-HR | 4/8/2020 | 000139506720000002 |
| Q4 2019 | 238 | 305,551 | SCHG, RPG, IWF, IWD | 13F-HR | 1/28/2020 | 000139506720000001 |
| Q3 2019 | 267 | 298,840 | SCHG, RPG, IWF, IWD | 13F-HR | 10/22/2019 | 000139506719000008 |
| Q2 2019 | 256 | 296,038 | SCHG, RPG, IWF, IWD | 13F-HR | 7/23/2019 | 000139506719000006 |
| Q1 2019 | 294 | 297,857 | SCHG, RPG, IWF, IWD | 13F-HR | 5/13/2019 | 000139506719000004 |
| Q4 2018 | 96 | 259,846 | SCHG, RPG, IWF, IWD | 13F-HR | 1/16/2019 | 000139506719000001 |
| Q3 2018 | 100 | 318,387 | SCHG, RPG, IWF, IWD | 13F-HR | 11/20/2018 | 000139506718000008 |
| Q2 2018 | 99 | 298,541 | SCHG, RPG, IWF, IWD | 13F-HR | 7/24/2018 | 000139506718000007 |
| Q1 2018 | 69 | 274,926 | SCHG, RPG, IWF, IWD | 13F-HR | 4/18/2018 | 000139506718000002 |
| Q4 2017 | 63 | 270,110 | SCHG, RPG, IWF, IWD | 13F-HR | 1/10/2018 | 000139506718000001 |
| Q3 2017 | 83 | 260,565 | SCHG, RPG, IWF, IWD | 13F-HR | 10/10/2017 | 000139506717000005 |
| Q2 2017 | 87 | 240,003 | SCHG, RPG, IWF, IWD | 13F-HR | 7/25/2017 | 000139506717000003 |
| Q1 2017 | 88 | 245,618 | SCHG, RPG, IWF, IWD | 13F-HR | 4/18/2017 | 000139506717000002 |
| Q4 2016 | 76 | 232,059 | SCHG, RPG, IWF, IWD | 13F-HR | 1/17/2017 | 000139506717000001 |
| Q3 2016 | 79 | 227,965 | SCHG, RPG, IWF, IWD | 13F-HR | 10/26/2016 | 000139506716000011 |
| Q2 2016 | 82 | 230,135 | SCHG, RPG, IWF, IWD | 13F-HR | 7/13/2016 | 000139506716000010 |
| Q1 2016 | 82 | 225,367 | SCHG, RPG, IWF, IWD | 13F-HR | 4/13/2016 | 000139506716000009 |
| Q4 2015 | 88 | 245,650 | SCHG, RPG, IWF, IWD | 13F-HR | 1/21/2016 | 000139506716000008 |
| Q3 2015 | 84 | 223,827 | RPG, SCHG, IWF, IWD | 13F-HR | 10/28/2015 | 000139506715000007 |
| Q2 2015 | 88 | 245,752 | SCHG, RPG, IWF, IWD | 13F-HR | 7/23/2015 | 000139506715000005 |
| Q1 2015 | 90 | 250,918 | SCHG, RPG, IWF, IWD | 13F-HR | 4/23/2015 | 000139506715000004 |
| Q4 2014 | 93 | 247,351 | SCHG, RPG, IWF, IWD | 13F-HR | 1/14/2015 | 000139506715000001 |
| Q3 2014 | 87 | 235,503 | SCHG, RPG, IWF, IWD | 13F-HR | 10/30/2014 | 000139506714000010 |
| Q2 2014 | 86 | 246,109 | SCHG, RPG, IWF, IWD | RESTATEMENT | 8/20/2014 | 000139506714000009 |
| Q1 2014 | 88 | 238,171 | SCHG, RPG, IWF, IWD | RESTATEMENT | 8/20/2014 | 000139506714000008 |
| Q4 2013 | 84 | 239,275 | SCHG, RPG, IWF, IWD | RESTATEMENT | 8/20/2014 | 000139506714000007 |
| Q3 2013 | 79 | 219,600 | SCHG, IWF, RPG, IWD | RESTATEMENT | 8/20/2014 | 000139506714000006 |
| Q2 2013 | 87 | 205,265 | SCHG, IWF, RPG, IWD | RESTATEMENT | 8/20/2014 | 000139506714000005 |