| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 27 | 28,634 | SCHD, SCHZ, IJH, IWD | 13F-HR | 11/8/2023 | 000089418923008299 |
| Q2 2023 | 37 | 71,641 | SCHG, SCHX, SCHA, IJH | 13F-HR | 8/3/2023 | 000089418923005378 |
| Q1 2023 | 32 | 51,290 | SCHG, SCHX, SCHZ, VCSH | 13F-HR | 5/9/2023 | 000089418923003622 |
| Q4 2022 | 42 | 68,185 | SCHD, SCHX, SCHF, JNK | 13F-HR | 2/2/2023 | 000089418923000936 |
| Q3 2022 | 22 | 35,029 | SCHM, SCHV, SCHX, SCHZ | 13F-HR | 11/8/2022 | 000156761922019299 |
| Q2 2022 | 26 | 17,187 | SCHZ, VCSH, LQD, CWB | 13F-HR | 7/27/2022 | 000156761922014547 |
| Q1 2022 | 43 | 71,840 | SCHG, SCHM, SCHV, SCHF | 13F-HR | 5/3/2022 | 000156761922009399 |
| Q4 2021 | 51 | 99,704 | SCHG, SCHV, SCHX, JNK | 13F-HR | 2/9/2022 | 000156761922002997 |
| Q3 2021 | 42 | 116,217 | SCHG, SCHX, SCHV, SCHA | 13F-HR | 11/15/2021 | 000156761921020515 |
| Q2 2021 | 51 | 130,261 | SCHG, SCHV, SCHX, SCHF | 13F-HR | 8/5/2021 | 000156761921014486 |
| Q1 2021 | 43 | 76,469 | SCHV, SCHX, SCHA, PGX | 13F-HR | 5/7/2021 | 000156761921009294 |
| Q4 2020 | 33 | 102,488 | SCHG, SCHX, SCHV, SCHA | 13F-HR | 2/5/2021 | 000156761921002268 |
| Q3 2020 | 29 | 63,864 | SCHG, SCHX, SCHF, CWB | 13F-HR | 11/2/2020 | 000156761920018482 |
| Q2 2020 | 30 | 83,066 | SCHG, SCHX, SCHV, SCHA | 13F-HR | 7/29/2020 | 000156761920013866 |
| Q1 2020 | 15 | 19,814 | SCHG, SCHX, SCHZ, JNK | 13F-HR | 5/6/2020 | 000156761920009102 |
| Q4 2019 | 33 | 78,797 | SCHG, SCHV, SCHX, SCHA | 13F-HR | 1/22/2020 | 000156761920001337 |
| Q3 2019 | 29 | 86,127 | SCHG, SCHX, SCHV, SCHF | 13F-HR | 10/16/2019 | 000156761919019615 |
| Q2 2019 | 29 | 89,602 | SCHG, SCHX, SCHV, SCHF | 13F-HR | 8/7/2019 | 000156761919015911 |
| Q1 2019 | 32 | 103,839 | SCHG, SCHX, SCHV, SCHF | 13F-HR | 4/26/2019 | 000156761919009237 |
| Q4 2018 | 1 | 0 | 13F-HR | 2/14/2019 | 000156761919003969 | |
| Q3 2018 | 30 | 94,383 | SCHG, SPY, SCHV, SCHA | 13F-HR | 11/13/2018 | 000156761918005713 |
| Q2 2018 | 26 | 76,091 | SCHG, SPY, SCHA, CWB | 13F-HR | 8/1/2018 | 000114036118034695 |
| Q1 2018 | 29 | 87,020 | SPY, SCHV, SCHH, SCHA | 13F-HR | 5/2/2018 | 000114036118021173 |
| Q4 2017 | 36 | 100,836 | SPY, SCHF, SCHV, SCHA | 13F-HR | 1/22/2018 | 000114036118002678 |
| Q3 2017 | 32 | 93,109 | SPY, SCHF, SCHV, SCHH | 13F-HR | 11/3/2017 | 000114036117040891 |
| Q2 2017 | 30 | 88,451 | SPY, SCHF, SCHV, SCHH | 13F-HR | 8/2/2017 | 000114036117029763 |
| Q1 2017 | 33 | 86,552 | SPY, SCHF, SCHV, SCHH | 13F-HR | 5/4/2017 | 000114036117018387 |
| Q4 2016 | 28 | 75,719 | SPY, SCHV, SCHF, SCHH | 13F-HR | 2/1/2017 | 000114036117003853 |
| Q3 2016 | 29 | 82,889 | SPY, IWD, SCHF, QQQ | 13F-HR | 11/9/2016 | 000114036116085545 |
| Q2 2016 | 22 | 60,028 | SPY, IWD, QQQ, IYR | 13F-HR | 8/10/2016 | 000114036116075616 |
| Q1 2016 | 19 | 84,226 | SPY, IWD, QQQ, ACWX | 13F-HR | 5/4/2016 | 000114036116063268 |
| Q4 2015 | 16 | 76,799 | QQQ, SPY, IWD, IYR | 13F-HR | 2/9/2016 | 000114036116050763 |
| Q3 2015 | 16 | 34,176 | IYR, SPY, IWD, ACWI | 13F-HR | 11/10/2015 | 000114036115040471 |
| Q2 2015 | 25 | 87,903 | QQQ, SPY, IWD, ACWI | 13F-HR | 8/5/2015 | 000114036115029913 |
| Q1 2015 | 24 | 94,008 | QQQ, SPY, IWD, ACWI | 13F-HR | 5/6/2015 | 000114036115017933 |
| Q4 2014 | 21 | 82,617 | QQQ, IYR, IWD, SPY | 13F-HR | 2/10/2015 | 000114036115004991 |
| Q3 2014 | 25 | 79,183 | SPY, IWD, QQQ, IYR | 13F-HR | 11/4/2014 | 000114036114039983 |
| Q2 2014 | 26 | 90,051 | IWD, SPY, ACWI, IYR | 13F-HR | 8/6/2014 | 000114036114030907 |
| Q1 2014 | 25 | 81,476 | QQQ, IWD, SPY, ACWI | 13F-HR | 5/13/2014 | 000114036114020475 |
| Q4 2013 | 16 | 75,844 | QQQ, IWD, SPY, ACWI | 13F-HR | 2/5/2014 | 000114036114004650 |