| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 213 | 1,305,567 | SPGP, SCHB, VIG, DIVO | 13F-HR | 4/12/2024 | 000108514624001769 |
| Q4 2023 | 184 | 1,116,820 | SPGP, SCHB, VIG, DIVO | 13F-HR | 1/16/2024 | 000108514624000239 |
| Q3 2023 | 158 | 941,886 | SPGP, SCHB, VIG, DIVO | 13F-HR | 10/24/2023 | 000108514623003892 |
| Q2 2023 | 161 | 1,001,765 | SCHB, CDC, SPGP, VIG | 13F-HR | 7/24/2023 | 000108514623002846 |
| Q1 2023 | 147 | 938,639 | CDC, SCHB, VIG, SPGP | 13F-HR | 4/19/2023 | 000108514623001773 |
| Q4 2022 | 133 | 875,462 | CDC, SCHB, VIG, SPGP | 13F-HR | 1/18/2023 | 000108514623000211 |
| Q3 2022 | 125 | 795,300 | CDC, SCHB, VIG, SCHG | 13F-HR | 10/13/2022 | 000108514622003399 |
| Q2 2022 | 110 | 810,405 | CDC, VIG, SCHB, SCHG | 13F-HR | 7/13/2022 | 000108514622002386 |
| Q1 2022 | 108 | 915,062 | SCHB, VIG, CDC, SCHG | 13F-HR | 4/18/2022 | 000108514622001437 |
| Q4 2021 | 108 | 1,034,454 | SCHB, XT, VOO, GSLC | 13F-HR | 1/19/2022 | 000108514622000229 |
| Q3 2021 | 87 | 879,554 | SCHB, XT, VOO, GSLC | 13F-HR | 10/18/2021 | 000150819521000011 |
| Q2 2021 | 85 | 870,911 | SCHB, XT, VOO, GSLC | 13F-HR | 7/19/2021 | 000150819521000009 |
| Q1 2021 | 61 | 726,299 | SCHB, XT, VOO, GSLC | 13F-HR | 4/26/2021 | 000150819521000007 |
| Q4 2020 | 62 | 690,404 | SCHB, XT, VOO, GSLC | 13F-HR | 1/27/2021 | 000150819521000003 |
| Q3 2020 | 56 | 613,028 | SCHB, XT, VOO, GSLC | 13F-HR | 10/15/2020 | 000150819520000005 |
| Q2 2020 | 57 | 544,317 | SCHB, VOO, XT, GSLC | 13F-HR | 8/6/2020 | 000150819520000003 |
| Q1 2020 | 56 | 418,751 | SCHB, BNDW, ICSH, JMIN | 13F-HR | 5/5/2020 | 000160704520000062 |
| Q4 2019 | 74 | 502,321 | SCHB, JMIN, BNDW, ICSH | 13F-HR | 1/29/2020 | 000160704520000027 |
| Q3 2019 | 69 | 472,361 | SCHB, BNDW, JMIN, ICSH | 13F-HR | 10/25/2019 | 000160704519000131 |
| Q2 2019 | 65 | 440,976 | SCHB, BNDW, ICSH, SCHF | 13F-HR | 7/25/2019 | 000160704519000091 |
| Q1 2019 | 66 | 414,269 | SCHB, BNDW, ICSH, SCHF | 13F-HR | 5/6/2019 | 000160704519000064 |
| Q4 2018 | 66 | 374,188 | SCHB, ICSH, BNDW, SCHF | 13F-HR | 2/6/2019 | 000160704519000027 |
| Q3 2018 | 55 | 388,273 | SCHB, BND, VIG, SCHF | 13F-HR | 11/7/2018 | 000160704518000070 |
| Q2 2018 | 54 | 371,185 | SCHB, BND, SCHF, VIG | 13F-HR | 8/7/2018 | 000160704518000051 |
| Q1 2018 | 55 | 368,505 | SCHB, BND, SCHF, VIG | 13F-HR | 5/7/2018 | 000160704518000023 |
| Q4 2017 | 52 | 366,268 | SCHB, BND, SCHF, VIG | 13F-HR | 1/31/2018 | 000160704518000012 |
| Q3 2017 | 47 | 350,458 | SCHB, BND, SCHF, VIG | 13F-HR | 10/16/2017 | 000160704517000045 |
| Q2 2017 | 49 | 332,905 | SCHB, BND, SCHF, VIG | 13F-HR | 7/31/2017 | 000160704517000034 |
| Q1 2017 | 52 | 328,879 | SCHB, VIG, BSV, IDV | 13F-HR | 4/27/2017 | 000160704517000028 |
| Q4 2016 | 52 | 312,692 | SCHB, BSV, VIG, IDV | 13F-HR | 1/30/2017 | 000160704517000009 |
| Q3 2016 | 52 | 309,179 | SCHB, BSV, VIG, BND | 13F-HR | 11/4/2016 | 000160704516000080 |
| Q2 2016 | 56 | 294,976 | SCHB, BSV, VIG, BND | 13F-HR | 8/3/2016 | 000160704516000068 |
| Q1 2016 | 56 | 282,443 | SCHB, BSV, VIG, IDV | 13F-HR | 5/16/2016 | 000160704516000059 |
| Q4 2015 | 54 | 270,658 | SCHB, BSV, VIG, IDV | 13F-HR | 2/8/2016 | 000160704516000048 |
| Q3 2015 | 54 | 227,967 | SCHB, BSV, IDV, VIG | 13F-HR | 11/12/2015 | 000121465915007664 |
| Q2 2015 | 59 | 244,506 | SCHB, BSV, IDV, VIG | 13F-HR | 8/7/2015 | 000121465915005898 |
| Q1 2015 | 62 | 251,063 | SCHB, BSV, IDV, VIG | 13F-HR | 5/13/2015 | 000121465915003901 |
| Q4 2014 | 67 | 324,327 | SCHB, BSV, VCSH, VEA | 13F-HR | 2/24/2015 | 000121465915001628 |
| Q3 2014 | 66 | 320,674 | SCHB, BSV, VCSH, VEA | 13F-HR | 10/21/2014 | 000121465914007100 |
| Q2 2014 | 68 | 330,316 | SCHB, BSV, VCSH, IDV | 13F-HR | 7/30/2014 | 000121465914005442 |
| Q1 2014 | 67 | 309,814 | SCHB, VCSH, BSV, IDV | 13F-HR | 7/30/2014 | 000121465914005421 |
| Q4 2013 | 73 | 281,258 | SCHB, VCSH, VEA, VWO | 13F-HR | 1/30/2014 | 000121465914000648 |