| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 97 | 236,415 | SCHV, IAU, RSP, USMV | 13F-HR | 10/22/2024 | 000163207824000010 |
| Q2 2024 | 94 | 216,214 | SCHV, IAU, USMV, SCHG | 13F-HR | 7/12/2024 | 000163207824000006 |
| Q1 2024 | 101 | 233,245 | SCHV, DJAN, DMAR, USMV | 13F-HR | 4/23/2024 | 000163207824000004 |
| Q4 2023 | 90 | 225,856 | SCHV, SCHG, ESGU, IAU | 13F-HR | 1/24/2024 | 000163207824000002 |
| Q3 2023 | 91 | 190,413 | GOVT, SCHV, IAU, CVX | 13F-HR | 10/18/2023 | 000163207823000008 |
| Q2 2023 | 90 | 201,045 | GOVT, SCHV, SH, IAU | 13F-HR | 8/2/2023 | 000163207823000006 |
| Q1 2023 | 88 | 202,088 | GOVT, SCHV, SH, CVX | 13F-HR | 4/17/2023 | 000163207823000004 |
| Q4 2022 | 98 | 206,299 | GOVT, SCHV, CVX, XLE | 13F-HR | 1/26/2023 | 000163207823000002 |
| Q3 2022 | 89 | 195,435 | GOVT, SH, SCHV, CVX | 13F-HR | 10/25/2022 | 000163207822000009 |
| Q2 2022 | 91 | 202,511 | GOVT, SH, SCHV, ESGU | 13F-HR | 7/13/2022 | 000163207822000007 |
| Q1 2022 | 111 | 254,859 | SCHV, IUSB, GOVT, SH | 13F-HR | 4/28/2022 | 000163207822000005 |
| Q4 2021 | 123 | 354,590 | SCHV, VCSH, IUSB, GOVT | 13F-HR | 2/14/2022 | 000163207822000002 |
| Q3 2021 | 116 | 325,433 | VCSH, SCHV, IUSB, GOVT | 13F-HR | 11/12/2021 | 000163207821000011 |
| Q2 2021 | 118 | 334,007 | VCSH, SCHV, VMBS, SCHG | 13F-HR | 8/11/2021 | 000163207821000006 |
| Q1 2021 | 119 | 324,562 | SCHV, VCSH, VMBS, SCHG | RESTATEMENT | 9/9/2021 | 000163207821000008 |
| Q4 2020 | 105 | 279,625 | VCSH, VMBS, SCHV, SCHG | 13F-HR | 1/20/2021 | 000163207821000002 |
| Q3 2020 | 99 | 238,611 | VCSH, SCHG, BIV, SCHV | 13F-HR | 10/19/2020 | 000163207820000008 |
| Q2 2020 | 89 | 193,508 | VCSH, BIV, SCHG, SCHV | 13F-HR | 7/22/2020 | 000163207820000006 |
| Q1 2020 | 77 | 104,785 | SCHG, VMBS, PTLC, VUG | 13F-HR | 4/22/2020 | 000163207820000004 |
| Q4 2019 | 91 | 181,402 | SDY, SCHG, SCHF, SCHB | 13F-HR | 2/7/2020 | 000163207820000002 |
| Q3 2019 | 82 | 156,223 | SDY, SCHG, SCHF, SCHB | RESTATEMENT | 11/15/2019 | 000163207819000010 |
| Q2 2019 | 82 | 159,304 | SDY, SCHG, SCHF, SCHB | 13F-HR | 7/16/2019 | 000163207819000006 |
| Q1 2019 | 84 | 148,678 | SDY, SCHG, IJR, SCHF | 13F-HR | 4/16/2019 | 000163207819000004 |
| Q4 2018 | 74 | 126,057 | SDY, SCHG, IJR, SCHF | 13F-HR | 1/28/2019 | 000163207819000002 |
| Q3 2018 | 89 | 167,768 | SDY, SCHG, SCHF, IJR | 13F-HR | 10/29/2018 | 000163207818000006 |
| Q2 2018 | 65 | 112,959 | SDY, SCHG, IJR, SCHF | 13F-HR | 8/6/2018 | 000163207818000004 |
| Q1 2018 | 69 | 113,660 | SDY, SCHG, SCHF, IJR | 13F-HR | 5/4/2018 | 000163207818000003 |
| Q4 2017 | 77 | 130,795 | SDY, SCHG, QQQ, IJR | 13F-HR | 2/12/2018 | 000163207818000001 |
| Q3 2017 | 73 | 116,694 | SDY, SCHG, QQQ, IJR | 13F-HR | 11/3/2017 | 000163207817000004 |
| Q2 2017 | 67 | 108,279 | SDY, SCHG, QQQ, IJR | 13F-HR | 7/28/2017 | 000163207817000003 |
| Q1 2017 | 68 | 108,780 | SDY, SCHG, QQQ, IJR | 13F-HR | 4/28/2017 | 000163207817000002 |
| Q4 2016 | 60 | 103,313 | SDY, SCHG, IJR, QQQ | 13F-HR | 2/3/2017 | 000163207817000001 |
| Q3 2016 | 48 | 92,571 | SDY, SCHG, PGX, QQQ | 13F-HR | 10/25/2016 | 000163207816000013 |
| Q2 2016 | 49 | 84,654 | SDY, QQQ, BSCG, SCHG | 13F-HR | 8/12/2016 | 000163207816000012 |
| Q1 2016 | 48 | 79,730 | SDY, QQQ, BSCG, SCHG | 13F-HR | 4/29/2016 | 000163207816000011 |
| Q4 2015 | 59 | 88,092 | SDY, QQQ, BSCG, SCHG | 13F-HR | 2/2/2016 | 000163207816000009 |
| Q3 2015 | 53 | 85,333 | SDY, BSCG, QQQ, SCHG | 13F-HR | 10/19/2015 | 000163207815000008 |
| Q2 2015 | 67 | 115,988 | SDY, BSCG, QQQ, VIG | 13F-HR | 7/22/2015 | 000163207815000007 |
| Q1 2015 | 59 | 113,374 | SDY, QQQ, BSCG, VIG | 13F-HR | 4/29/2015 | 000163207815000006 |
| Q4 2014 | 62 | 120,700 | SDY, QQQ, VIG, BSCG | 13F-HR | 2/9/2015 | 000163207815000005 |