| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 151 | 748,498 | SCHX, BND, AAPL, BIL | 13F-HR | 2/14/2024 | 000117266124001231 |
| Q3 2023 | 142 | 682,424 | SCHX, BND, AAPL, BIL | 13F-HR | 11/13/2023 | 000117266123003775 |
| Q2 2023 | 143 | 666,893 | SCHX, AAPL, SCHF, VGSH | 13F-HR | 8/8/2023 | 000117266123002814 |
| Q1 2023 | 150 | 625,012 | SCHX, AAPL, SCHF, VGSH | 13F-HR | 5/12/2023 | 000117266123002049 |
| Q4 2022 | 145 | 577,037 | SCHX, AAPL, SCHF, VGSH | 13F-HR | 2/13/2023 | 000117266123000802 |
| Q3 2022 | 142 | 554,672 | SCHX, AAPL, VGSH, SCHF | 13F-HR | 11/14/2022 | 000117266122002453 |
| Q2 2022 | 143 | 580,577 | SCHX, SCHF, AAPL, SCHZ | 13F-HR | 8/8/2022 | 000108514622002886 |
| Q1 2022 | 152 | 681,644 | SCHX, SCHF, AAPL, SCHZ | 13F-HR | 5/9/2022 | 000108514622001902 |
| Q4 2021 | 147 | 706,729 | SCHX, SCHF, AAPL, SCHZ | 13F-HR | 2/8/2022 | 000108514622000666 |
| Q3 2021 | 151 | 697,167 | SCHX, SCHF, SCHZ, AAPL | 13F-HR | 11/12/2021 | 000108514621003129 |
| Q2 2021 | 153 | 670,283 | SCHX, SCHF, AAPL, SCHZ | 13F-HR | 8/10/2021 | 000108514621002356 |
| Q1 2021 | 146 | 645,431 | SCHX, SCHF, SCHZ, AAPL | 13F-HR | 5/10/2021 | 000108514621001509 |
| Q4 2020 | 131 | 560,967 | SCHX, SCHZ, SCHF, AAPL | 13F-HR | 2/4/2021 | 000108514621000464 |
| Q3 2020 | 123 | 544,794 | SCHZ, SCHX, SCHF, AAPL | 13F-HR | 11/10/2020 | 000108514620002839 |
| Q2 2020 | 122 | 486,709 | SCHZ, SCHX, SCHF, AAPL | 13F-HR | 8/7/2020 | 000108514620002060 |
| Q1 2020 | 113 | 412,656 | SCHZ, SCHX, SCHF, BIIB | 13F-HR | 5/7/2020 | 000108514620001319 |
| Q4 2019 | 137 | 521,598 | SCHX, SCHZ, SCHF, AAPL | 13F-HR | 2/10/2020 | 000108514620000517 |
| Q3 2019 | 127 | 451,119 | SCHX, SCHZ, AAPL, T | 13F-HR | 11/12/2019 | 000108514619002830 |
| Q2 2019 | 129 | 319,236 | SCHZ, XOM, AAPL, T | 13F-HR | 8/14/2019 | 000108514619002358 |
| Q1 2019 | 128 | 377,841 | SCHX, SCHZ, XOM, SCHE | 13F-HR | 5/15/2019 | 000108514619001640 |
| Q4 2018 | 126 | 284,363 | SCHX, SPLV, XOM, AAPL | 13F-HR | 2/19/2019 | 000108514619000986 |
| Q3 2018 | 164 | 456,845 | SCHX, PDBC, SCHA, SPLV | 13F-HR | 11/14/2018 | 000156761918006166 |
| Q2 2018 | 446 | 445,131 | SCHX, SCHF, PDBC, SCHA | 13F-HR | 8/14/2018 | 000156761918000939 |
| Q1 2018 | 142 | 409,880 | SCHX, SCHF, SCHE, SCHG | 13F-HR | 5/11/2018 | 000114036118023058 |
| Q4 2017 | 141 | 403,509 | SCHX, SCHF, SCHE, SCHV | 13F-HR | 2/14/2018 | 000114036118008125 |
| Q3 2017 | 151 | 402,147 | SCHX, SCHF, SCHZ, SCHE | 13F-HR | 11/14/2017 | 000114036117042206 |
| Q2 2017 | 144 | 377,402 | SCHX, SCHF, SCHE, RSP.MX | 13F-HR | 8/4/2017 | 000114036117030237 |
| Q1 2017 | 732 | 368,163 | SCHX, SCHF, SCHV, SCHE | 13F-HR | 5/15/2017 | 000114036117020194 |
| Q4 2016 | 779 | 336,821 | SCHX, SCHD, SCHV, BSCH | 13F-HR | 2/14/2017 | 000114036117006948 |
| Q3 2016 | 652 | 335,532 | SCHD, SCHV, SPTL, SCHF | 13F-HR | 11/14/2016 | 000114036116086552 |
| Q2 2016 | 652 | 307,612 | SCHD, BSCH, SCHV, SPTL | 13F-HR | 8/12/2016 | 000114036116076154 |
| Q1 2016 | 643 | 254,132 | BSCH, SPTL, SCHR, AAPL | 13F-HR | 5/13/2016 | 000114036116065029 |
| Q4 2015 | 611 | 280,570 | BSCH, SCHB, SCHG, AAPL | 13F-HR | 2/9/2016 | 000114036116050663 |
| Q3 2015 | 578 | 270,307 | BSCH, SCHR, AAPL, T | 13F-HR | 11/13/2015 | 000114036115041037 |
| Q2 2015 | 684 | 291,141 | SCHB, SCHF, AAPL, SCHD | 13F-HR | 8/14/2015 | 000114036115032036 |
| Q1 2015 | 608 | 288,566 | SCHB, AAPL, SCHD, SCHF | 13F-HR | 5/7/2015 | 000114036115018118 |
| Q4 2014 | 581 | 271,443 | SCHB, AAPL, SCHD, XOM | 13F-HR | 2/12/2015 | 000114036115005650 |
| Q3 2014 | 581 | 261,791 | SCHB, SCHF, AAPL, XOM | 13F-HR | 11/10/2014 | 000114036114040953 |
| Q2 2014 | 546 | 261,907 | SCHB, SCHF, AAPL, T | 13F-HR | 8/11/2014 | 000114036114031733 |
| Q1 2014 | 541 | 264,371 | XOM, SCHB, SCHF, T | 13F-HR | 5/13/2014 | 000114036114020303 |
| Q4 2013 | 546 | 255,220 | XOM, SCHF, SCHB, AAPL | 13F-HR | 2/14/2014 | 000114036114007663 |