| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 31 | 111,752 | SCHG, SCHV, QQQ, SCHM | 13F-HR | 2/13/2024 | 000138925624000006 |
| Q3 2023 | 36 | 107,096 | SCHG, SCHV, QQQ, SCHM | 13F-HR | 10/27/2023 | 000158179423000010 |
| Q2 2023 | 41 | 131,529 | SCHG, SCHV, QQQ, RSP | 13F-HR | 7/27/2023 | 000184330323000010 |
| Q1 2023 | 40 | 116,702 | SCHG, SCHV, RSP, SCHM | 13F-HR | 5/8/2023 | 000158179423000006 |
| Q4 2022 | 40 | 104,091 | SCHV, SCHG, RSP, SCHM | 13F-HR | 2/7/2023 | 000158179423000003 |
| Q3 2022 | 34 | 97,707 | SCHG, SCHV, RSP, SCHM | 13F-HR | 10/24/2022 | 000158179422000006 |
| Q2 2022 | 37 | 102,717 | SCHG, SCHV, RSP, SCHM | 13F-HR | 8/1/2022 | 000158179422000004 |
| Q1 2022 | 42 | 122,205 | SCHG, SCHV, IJR, SCHM | 13F-HR | 4/26/2022 | 000158179422000002 |
| Q4 2021 | 44 | 125,407 | SCHG, IJR, SCHV, SCHM | 13F-HR | 1/13/2022 | 000158179422000001 |
| Q3 2021 | 40 | 116,989 | SCHG, IJR, SCHV, SCHM | 13F-HR | 10/12/2021 | 000158179421000005 |
| Q2 2021 | 42 | 117,702 | SCHG, IJR, SCHV, SCHM | 13F-HR | 7/16/2021 | 000158179421000004 |
| Q1 2021 | 42 | 110,038 | SCHG, IJR, SCHV, SCHM | 13F-HR | 5/3/2021 | 000158179421000003 |
| Q4 2020 | 40 | 102,761 | SCHG, IJR, SCHM, IWP | 13F-HR | 2/11/2021 | 000158179421000002 |