| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 102 | 770,303 | SPY, DIA, IVW, GLD | 13F-HR | 5/2/2025 | 000110465925043901 |
| Q4 2024 | 129 | 689,496 | SPY, SCHX, IVW, DIA | 13F-HR | 2/18/2025 | 000110465925014413 |
| Q3 2024 | 135 | 687,663 | SPY, SCHX, IVW, QQQ | 13F-HR | 11/12/2024 | 000110465924116625 |
| Q2 2024 | 123 | 650,523 | SPY, QQQ, SCHX, IVW | 13F-HR | 8/8/2024 | 000110465924087100 |
| Q1 2024 | 130 | 621,875 | SPY, SCHX, QQQ, IVW | 13F-HR | 5/9/2024 | 000110465924059492 |
| Q4 2023 | 128 | 519,141 | SPY, SCHX, SCHF, QQQ | 13F-HR | 1/25/2024 | 000110465924006634 |
| Q3 2023 | 135 | 460,224 | SCHX, SCHF, SCHB, SCHD | 13F-HR | 11/13/2023 | 000110465923117015 |
| Q2 2023 | 138 | 506,214 | SCHX, SCHF, SPY, SCHB | 13F-HR | 8/7/2023 | 000110465923088305 |
| Q1 2023 | 134 | 534,859 | SCHX, SCHF, SPY, SCHB | 13F-HR | 5/11/2023 | 000110465923059070 |
| Q4 2022 | 120 | 462,072 | SCHX, SCHF, SCHD, SCHB | 13F-HR | 2/13/2023 | 000110465923019098 |
| Q3 2022 | 114 | 259,507 | SCHD, BIV, IEF, SCHX | 13F-HR | 11/14/2022 | 000110465922117910 |
| Q2 2022 | 94 | 330,441 | SCHD, BIV, IVE, IJS | 13F-HR | 8/9/2022 | 000110465922087713 |
| Q1 2022 | 88 | 448,454 | SCHD, SCHM, BIV, IEF | 13F-HR | 5/3/2022 | 000110465922055371 |
| Q4 2021 | 88 | 571,846 | QQQ, SCHX, IVW, SPY | 13F-HR | 1/24/2022 | 000110465922007014 |
| Q3 2021 | 98 | 517,039 | SCHX, SCHF, SCHM, SCHB | 13F-HR | 11/12/2021 | 000110465921137830 |
| Q2 2021 | 96 | 519,030 | SCHX, SCHF, SCHM, SCHB | 13F-HR | 8/10/2021 | 000110465921102701 |
| Q1 2021 | 95 | 476,888 | SCHX, SCHF, SCHM, SCHD | 13F-HR | 5/17/2021 | 000110465921067539 |
| Q4 2020 | 90 | 416,529 | SCHX, SCHF, QQQ, SCHM | 13F-HR | 2/16/2021 | 000110465921022701 |
| Q3 2020 | 86 | 366,670 | SCHX, SCHF, QQQ, SCHB | 13F-HR | 11/6/2020 | 000110465920122435 |
| Q2 2020 | 86 | 314,527 | SCHX, SCHF, QQQ, SCHB | 13F-HR | 8/13/2020 | 000110465920094678 |
| Q1 2020 | 70 | 143,613 | SCHX, SCHM, SCHD, SCHB | 13F-HR | 5/15/2020 | 000110465920062364 |
| Q4 2019 | 62 | 312,309 | SCHX, SCHD, SCHB, SCHM | 13F-HR | 2/11/2020 | 000110465920016200 |
| Q3 2019 | 60 | 291,951 | SCHX, SCHD, SCHB, SCHM | 13F-HR | 11/8/2019 | 000110465919061472 |
| Q2 2019 | 61 | 285,239 | SCHX, SCHD, SCHB, SCHM | 13F-HR | 8/6/2019 | 000114420419037873 |
| Q1 2019 | 60 | 273,348 | SCHX, SCHD, SCHB, SCHM | 13F-HR | 5/10/2019 | 000114420419024986 |
| Q4 2018 | 57 | 197,678 | SCHX, SCHD, SCHB, VTI | 13F-HR | 2/15/2019 | 000114420419008682 |
| Q3 2018 | 175 | 248,187 | SCHD, SCHX, SCHB, SCHM | 13F-HR | 11/13/2018 | 000114420418059037 |
| Q2 2018 | 193 | 232,925 | SCHM, SCHB, SCHX, SCHF | 13F-HR | 8/13/2018 | 000114420418043906 |
| Q1 2018 | 175 | 236,489 | VTI, IJH, SPY, EFA | 13F-HR | 5/14/2018 | 000114420418028010 |
| Q4 2017 | 227 | 226,046 | VTI, IJH, SPY, VYM | 13F-HR | 2/8/2018 | 000114420418006389 |
| Q3 2017 | 170 | 203,580 | VTI, IJH, SPY, VYM | 13F-HR | 11/14/2017 | 000114420417058504 |
| Q2 2017 | 196 | 173,650 | VYM, IJH, SPY, EFA | 13F-HR | 8/14/2017 | 000114420417042847 |
| Q1 2017 | 118 | 178,417 | VYM, IJH, VTI, SPY | 13F-HR | 5/15/2017 | 000114420417027341 |
| Q4 2016 | 637 | 215,447 | VYM, IJH, VTI, SPY | 13F-HR | 2/14/2017 | 000114420417008542 |
| Q3 2016 | 655 | 237,304 | VYM, VTI, IJH, SPY | 13F-HR | 11/14/2016 | 000114420416133961 |
| Q2 2016 | 654 | 198,864 | VYM, IJH, VTI, SPY | RESTATEMENT | 9/19/2016 | 000114420416124394 |
| Q1 2016 | 227 | 156,248 | VYM, VTI, SE, IJH | 13F-HR | 5/16/2016 | 000114420416102000 |
| Q4 2015 | 170 | 154,573 | VTI, VYM, SPY, IJH | 13F-HR | 5/16/2016 | 000114420416101998 |
| Q3 2015 | 171 | 70,537 | CLX, MSFT, KMB, INTC | 13F-HR | 5/16/2016 | 000114420416101996 |
| Q2 2015 | 218 | 161,628 | VYM, IJH, VTI, SPY | 13F-HR | 5/16/2016 | 000114420416101994 |
| Q1 2015 | 112 | 150,770 | VYM, IJH, VTI, SPY | 13F-HR | 5/16/2016 | 000114420416101992 |
| Q4 2014 | 118 | 130,823 | VYM, SPY, IJT, VTI | 13F-HR | 5/16/2016 | 000114420416101990 |