| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 995 | 782,880 | GSLC, DFAI, SCHG, JHMM | 13F-HR | 4/10/2025 | 000156813225000003 |
| Q4 2024 | 984 | 791,090 | GSLC, SCHG, JHMM, DFAI | 13F-HR | 1/15/2025 | 000156813225000001 |
| Q3 2024 | 1,015 | 805,414 | GSLC, SCHG, JHMM, DFAI | 13F-HR | 10/24/2024 | 000156813224000006 |
| Q2 2024 | 984 | 728,577 | GSLC, SCHG, JHMM, IWB | 13F-HR | 7/12/2024 | 000156813224000004 |
| Q1 2024 | 1,046 | 678,502 | GSLC, SCHG, JHMM, GSIE | 13F-HR | 4/16/2024 | 000156813224000003 |
| Q4 2023 | 1,039 | 613,700 | GSLC, SCHG, JHMM, GSIE | 13F-HR | 1/12/2024 | 000156813224000001 |
| Q3 2023 | 984 | 568,711 | GSLC, SCHX, SCHG, JHMM | 13F-HR | 10/13/2023 | 000156813223000005 |
| Q2 2023 | 1,022 | 597,795 | GSLC, SCHX, SCHG, JHMM | 13F-HR | 7/10/2023 | 000156813223000004 |
| Q1 2023 | 1,104 | 518,238 | GSLC, JHMM, SCHV, SCHX | 13F-HR | 4/13/2023 | 000156813223000003 |
| Q4 2022 | 1,038 | 488,679 | GSLC, SCHV, JHMM, IWB | 13F-HR | 1/11/2023 | 000156813223000001 |
| Q3 2022 | 1,050 | 436,820 | GSLC, SCHX, JHMM, SCHV | 13F-HR | 10/27/2022 | 000156813222000005 |
| Q2 2022 | 1,027 | 412,120 | GSLC, SCHX, SCHV, JHMM | 13F-HR | 7/12/2022 | 000156813222000004 |
| Q1 2022 | 1,086 | 461,213 | GSLC, SCHX, VOO, JHMM | 13F-HR | 4/27/2022 | 000156813222000003 |
| Q4 2021 | 1,011 | 471,929 | GSLC, VOO, JHMM, IWB | 13F-HR | 1/28/2022 | 000156813222000002 |
| Q3 2021 | 987 | 433,272 | GSLC, VOO, JHMM, IWB | 13F-HR | 11/2/2021 | 000156813221000005 |
| Q2 2021 | 927 | 388,461 | MDYV, SCHA, GSLC, IWB | 13F-HR | 8/5/2021 | 000156813221000004 |
| Q1 2021 | 677 | 373,658 | SCHA, GSLC, SCHX, IWB | 13F-HR | 4/26/2021 | 000156813221000003 |
| Q4 2020 | 661 | 356,542 | SCHA, GSLC, SCHX, SCHZ | 13F-HR | 2/3/2021 | 000156813221000002 |
| Q3 2020 | 632 | 280,305 | SCHX, GSLC, SCHZ, SCHA | 13F-HR | 10/26/2020 | 000156813220000005 |
| Q2 2020 | 632 | 289,869 | SCHX, GSLC, VUG, SCHZ | 13F-HR | 7/21/2020 | 000156813220000004 |
| Q1 2020 | 329 | 235,936 | SCHX, SH, GSLC, SCHZ | 13F-HR | 4/24/2020 | 000156813220000003 |
| Q4 2019 | 365 | 302,076 | SCHX, SCHM, SCHG, GSLC | 13F-HR | 1/21/2020 | 000156813220000002 |
| Q3 2019 | 313 | 271,245 | SCHX, SCHG, GSLC, IWB | 13F-HR | 10/11/2019 | 000156813219000005 |
| Q2 2019 | 331 | 269,822 | SCHX, SCHM, IWB, SCHB | 13F-HR | 7/29/2019 | 000156813219000004 |
| Q1 2019 | 295 | 248,862 | SCHX, SCHM, IWB, HYS | 13F-HR | 4/22/2019 | 000156813219000003 |
| Q4 2018 | 295 | 160,468 | SCHX, VT, IWB, GSLC | 13F-HR | 1/22/2019 | 000156813219000001 |
| Q3 2018 | 300 | 257,501 | SCHX, SCHA, SCHG, IWB | 13F-HR | 10/24/2018 | 000156813218000003 |
| Q2 2018 | 291 | 245,533 | SCHX, SCHA, SCHG, IWB | 13F-HR | 8/1/2018 | 000156813218000002 |
| Q1 2018 | 312 | 193,230 | SCHX, IWB, GSLC, LEMB | 13F-HR | 5/4/2018 | 000139834418006810 |
| Q4 2017 | 275 | 237,038 | SCHX, SCHA, IWB, HYLS | 13F-HR | 1/19/2018 | 000139834418000735 |
| Q3 2017 | 278 | 228,187 | SCHX, SCHF, IWB, HYLS | 13F-HR | 10/19/2017 | 000139834417013297 |
| Q2 2017 | 295 | 220,380 | SCHX, SCHA, SCHG, SCHF | 13F-HR | 7/28/2017 | 000139834417009247 |
| Q1 2017 | 323 | 196,005 | SLYV, SCHA, SCHX, HYLS | 13F-HR | 4/18/2017 | 000139834417004963 |
| Q4 2016 | 335 | 191,869 | MDYV, SCHA, SCHX, HYLS | 13F-HR | 2/6/2017 | 000139834417001382 |
| Q3 2016 | 360 | 192,822 | SCHM, SCHA, SCHX, HYLS | 13F-HR | 11/7/2016 | 000139834416020407 |
| Q2 2016 | 487 | 190,024 | SCHX, SCHM, HYLS, IWB | 13F-HR | 8/4/2016 | 000139834416016048 |
| Q1 2016 | 305 | 193,141 | SCHX, SCHG, SCHM, HYLS | 13F-HR | 5/4/2016 | 000139834416012856 |
| Q4 2015 | 297 | 194,968 | SCHX, SCHM, HYLS, SCHB | 13F-HR | 1/28/2016 | 000139834416009222 |
| Q3 2015 | 321 | 147,751 | SCHX, SCHA, SCHG, IWB | 13F-HR | 11/3/2015 | 000139834415007332 |
| Q2 2015 | 322 | 213,619 | SCHX, SCHG, HYS, IWB | 13F-HR | 7/30/2015 | 000139834415004782 |
| Q1 2015 | 326 | 213,457 | SCHX, IWP, HYS, VT | 13F-HR | 5/5/2015 | 000139834415003052 |
| Q4 2014 | 342 | 181,122 | SCHV, SCHX, SCHB, HYS | 13F-HR | 1/29/2015 | 000139834415000481 |
| Q3 2014 | 304 | 146,575 | SCHV, SCHX, FET, IWB | 13F-HR | 11/3/2014 | 000139834414005646 |
| Q2 2014 | 300 | 150,858 | SCHM, SCHX, IWS, FET | 13F-HR | 8/1/2014 | 000139834414003844 |
| Q1 2014 | 291 | 145,510 | SCHM, SCHA, IWS, FET | 13F-HR | 5/6/2014 | 000139834414002565 |
| Q4 2013 | 305 | 148,197 | IWO, SCHA, SCHX, IWB | 13F-HR | 1/23/2014 | 000139834414000344 |