| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2020 | 229 | 1,147,230 | SCHM, VXUS, SCHX, JPUS | 13F-HR | 2/4/2021 | 000181204621000020 |
| Q3 2020 | 210 | 1,009,204 | SCHM, SCHX, VXUS, JPUS | 13F-HR | 10/27/2020 | 000181204620000029 |
| Q2 2020 | 198 | 936,602 | SCHM, SCHX, DON, VXUS | 13F-HR | 8/4/2020 | 000181204620000014 |
| Q1 2020 | 184 | 871,617 | IEF, SCHM, SCHX, DON | 13F-HR | 5/12/2020 | 000158783620000001 |
| Q4 2019 | 205 | 1,090,928 | SCHM, IEF, SCHX, DON | 13F-HR | 2/11/2020 | 000139834420002634 |
| Q3 2019 | 199 | 1,019,435 | IEF, SCHM, SCHX, DON | 13F-HR | 11/7/2019 | 000139834419019240 |
| Q2 2019 | 207 | 1,015,626 | SCHM, IEF, SCHX, DON | 13F-HR | 8/13/2019 | 000139834419014197 |
| Q1 2019 | 209 | 1,034,709 | SCHM, IEF, DON, SCHX | 13F-HR | 5/6/2019 | 000158783619000004 |
| Q4 2018 | 207 | 889,238 | IEF, SCHM, SCHX, JPUS | 13F-HR | 2/11/2019 | 000158783619000002 |
| Q3 2018 | 212 | 984,491 | SCHM, IEF, SCHX, JPUS | 13F-HR | 11/13/2018 | 000158783618000011 |
| Q2 2018 | 213 | 926,036 | SCHM, IEF, SCHX, JPUS | 13F-HR | 8/13/2018 | 000158783618000009 |
| Q1 2018 | 207 | 809,152 | SCHM, FNDF, JPUS, SCHX | 13F-HR | 5/10/2018 | 000158783618000005 |
| Q4 2017 | 206 | 852,827 | SCHM, FNDF, JPUS, SCHX | 13F-HR | 2/12/2018 | 000158783618000003 |
| Q3 2017 | 207 | 809,152 | SCHM, FNDF, JPUS, SCHX | 13F-HR | 11/13/2017 | 000158783617000009 |
| Q2 2017 | 201 | 771,551 | SCHM, FNDF, JPUS, SCHX | 13F-HR | 8/10/2017 | 000158783617000007 |
| Q1 2017 | 198 | 737,158 | SCHM, FNDF, JPUS, SCHX | 13F-HR | 5/10/2017 | 000158783617000004 |
| Q4 2016 | 198 | 670,981 | SCHM, FNDF, EES, DON | 13F-HR | 2/14/2017 | 000158783617000002 |
| Q3 2016 | 198 | 642,351 | SCHM, FNDF, EES, DON | 13F-HR | 11/14/2016 | 000158783616000017 |
| Q2 2016 | 205 | 618,863 | SCHM, FNDF, DON, EES | 13F-HR | 8/12/2016 | 000158783616000015 |
| Q1 2016 | 202 | 603,947 | SCHM, FNDF, EES, DON | 13F-HR | 5/9/2016 | 000158783616000013 |
| Q4 2015 | 212 | 577,962 | SCHM, FNDF, EES, SCHA | 13F-HR | 2/9/2016 | 000158783616000011 |
| Q3 2015 | 206 | 536,154 | SCHM, FNDF, EES, SCHA | 13F-HR | 11/12/2015 | 000158783615000009 |
| Q2 2015 | 209 | 543,544 | SCHM, EES, SCHA, AAPL | 13F-HR | 8/12/2015 | 000158783615000007 |
| Q1 2015 | 213 | 548,055 | SCHM, EES, SCHA, AAPL | 13F-HR | 5/14/2015 | 000158783615000005 |
| Q4 2014 | 194 | 275,424 | EES, VOE, BSV, VUG | 13F-HR | 2/11/2015 | 000158783615000003 |
| Q3 2014 | 163 | 234,636 | EES, VOE, BSV, VUG | 13F-HR | 11/12/2014 | 000158783614000009 |
| Q2 2014 | 167 | 233,863 | EES, VOE, VUG, BSV | 13F-HR | 8/13/2014 | 000158783614000007 |
| Q1 2014 | 157 | 211,810 | EES, VOE, VUG, VOT | 13F-HR | 5/14/2014 | 000158783614000005 |
| Q4 2013 | 134 | 167,617 | VOE, VUG, VOT, VO | 13F-HR | 2/11/2014 | 000158783614000003 |