| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 83 | 371,308 | SCHX, SCHZ, IVV, FLRN | 13F-HR | 5/8/2025 | 000162370725000003 |
| Q4 2024 | 83 | 373,674 | SCHX, SCHZ, FLRN, IVV | 13F-HR | 2/12/2025 | 000162370725000002 |
| Q3 2024 | 81 | 375,806 | SCHX, SCHZ, FLRN, IVV | 13F-HR | 11/13/2024 | 000162370724000002 |
| Q2 2024 | 83 | 350,331 | SCHX, SCHZ, FLRN, IVV | 13F-HR | 7/12/2024 | 000108514624002904 |
| Q1 2024 | 79 | 340,751 | SCHX, SCHZ, FLRN, IVV | 13F-HR | 5/1/2024 | 000108514624002162 |
| Q4 2023 | 76 | 320,464 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 1/19/2024 | 000108514624000339 |
| Q2 2023 | 77 | 307,883 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 8/9/2023 | 000108514623003204 |
| Q1 2023 | 74 | 294,399 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 5/8/2023 | 000108514623002094 |
| Q4 2022 | 71 | 273,434 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 2/13/2023 | 000108514623001056 |
| Q3 2022 | 66 | 257,304 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 11/7/2022 | 000108514622003798 |
| Q2 2022 | 71 | 270,666 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 8/9/2022 | 000108514622002916 |
| Q1 2022 | 73 | 307,426 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 5/10/2022 | 000108514622001935 |
| Q4 2021 | 75 | 322,487 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 1/18/2022 | 000108514622000145 |
| Q3 2021 | 72 | 307,974 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 10/26/2021 | 000108514621002897 |
| Q2 2021 | 70 | 301,052 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 8/13/2021 | 000108514621002452 |
| Q1 2021 | 65 | 265,168 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 5/3/2021 | 000108514621001431 |
| Q4 2020 | 64 | 253,822 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 1/29/2021 | 000108514621000353 |
| Q3 2020 | 60 | 232,906 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 11/12/2020 | 000108514620002850 |
| Q2 2020 | 59 | 218,991 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 9/9/2020 | 000108514620002401 |
| Q1 2020 | 52 | 187,537 | SCHZ, SCHX, FLRN, SCHF | 13F-HR | 5/14/2020 | 000108514620001510 |
| Q4 2019 | 59 | 224,233 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 2/10/2020 | 000108514620000483 |
| Q3 2019 | 55 | 208,055 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 11/12/2019 | 000108514619002857 |
| Q2 2019 | 57 | 204,112 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 8/12/2019 | 000108514619002202 |
| Q1 2019 | 57 | 188,605 | SCHX, SCHZ, FLRN, SCHF | 13F-HR | 5/15/2019 | 000108514619001637 |
| Q4 2018 | 53 | 167,512 | SCHX, SCHZ, SCHF, FLRN | 13F-HR | 2/14/2019 | 000108514619000927 |
| Q3 2018 | 53 | 183,274 | SCHX, SCHZ, SCHF, PHB | 13F-HR | 11/14/2018 | 000108514618002655 |
| Q2 2018 | 59 | 172,679 | SCHX, SCHZ, SCHF, PHB | 13F-HR | 8/13/2018 | 000108514618002021 |
| Q1 2018 | 71 | 213,311 | SCHX, SCHZ, SCHF, PHB | RESTATEMENT | 5/23/2018 | 000108514618001565 |
| Q4 2017 | 72 | 201,731 | SCHX, SCHZ, SCHF, PHB | 13F-HR | 1/31/2018 | 000108514618000265 |
| Q3 2017 | 84 | 393,162 | SCHX, SCHZ, SCHF, PHB | 13F-HR | 11/9/2017 | 000108514617002241 |
| Q2 2017 | 64 | 178,462 | SCHX, SCHZ, SCHF, PHB | 13F-HR | 8/7/2017 | 000108514617001650 |
| Q1 2017 | 65 | 173,076 | SCHX, SCHZ, SCHF, PHB | 13F-HR | 5/12/2017 | 000108514617001202 |
| Q4 2016 | 37 | 136,078 | TOTL, SCHZ, HEFA, IWF | 13F-HR | 2/14/2017 | 000108514617000747 |
| Q3 2016 | 29 | 142,220 | TOTL, SCHZ, HEFA, IWF | 13F-HR | 11/14/2016 | 000108514616004828 |
| Q2 2016 | 27 | 142,174 | IEF, TOTL, TLT, IWF | 13F-HR | 8/4/2016 | 000108514616004143 |
| Q1 2016 | 22 | 117,855 | IEF, TLT, IWF, HEFA | 13F-HR | 5/10/2016 | 000108514616003643 |
| Q4 2015 | 36 | 104,885 | SPY, IWF, HEFA, IFGL | 13F-HR | 2/11/2016 | 000108514616002971 |