| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 85 | 181,861 | SCHE, VGK, IVV, REET | 13F-HR | 11/12/2024 | 000165403324000007 |
| Q2 2024 | 83 | 178,279 | SCHE, VGK, IVV, REET | 13F-HR | 8/9/2024 | 000165403324000006 |
| Q1 2024 | 82 | 172,015 | SCHE, VGK, IVV, SCHX | 13F-HR | 5/10/2024 | 000165403324000003 |
| Q4 2023 | 79 | 176,396 | SCHE, VGK, JCPB, BNDX | 13F-HR | 2/13/2024 | 000165403324000001 |
| Q3 2023 | 78 | 128,533 | SCHE, VGK, IVV, REET | 13F-HR | 11/9/2023 | 000165403323000010 |
| Q2 2023 | 74 | 130,342 | SCHE, VGK, IVV, REET | 13F-HR | 8/11/2023 | 000165403323000008 |
| Q1 2023 | 71 | 124,943 | SCHE, VGK, IVV, REET | 13F-HR | 5/12/2023 | 000165403323000005 |
| Q4 2022 | 73 | 140,961 | SCHE, VGK, BNDX, IVV | 13F-HR | 2/10/2023 | 000165403323000001 |
| Q3 2022 | 68 | 120,764 | SCHE, VGK, IVV, BNDX | 13F-HR | 11/1/2022 | 000165403322000004 |
| Q2 2022 | 77 | 152,415 | SCHE, VGK, BNDX, IVV | 13F-HR | 7/25/2022 | 000165403322000003 |
| Q1 2022 | 79 | 153,412 | SCHE, VGK, IVV, SCHX | 13F-HR | 5/9/2022 | 000165403322000002 |
| Q4 2021 | 79 | 162,482 | SCHE, VGK, SCHX, IVV | 13F-HR | 1/21/2022 | 000165403322000001 |
| Q3 2021 | 81 | 165,907 | SCHE, IVV, VGK, SCHX | 13F-HR | 10/21/2021 | 000165403321000004 |
| Q2 2021 | 87 | 152,244 | SCHE, VGK, SCHX, IVV | 13F-HR | 8/4/2021 | 000165403321000003 |
| Q1 2021 | 79 | 141,341 | SCHE, VGK, SCHX, SCHZ | 13F-HR | 4/28/2021 | 000178554521000004 |
| Q4 2020 | 68 | 130,443 | SCHE, SCHX, VGK, SCHZ | 13F-HR | 2/10/2021 | 000165403321000002 |
| Q3 2020 | 59 | 121,379 | SCHE, SCHX, SCHZ, VGK | 13F-HR | 11/5/2020 | 000178554520000007 |
| Q2 2020 | 54 | 123,182 | SCHX, SCHZ, SCHE, VGK | 13F-HR | 8/14/2020 | 000165403320000004 |
| Q1 2020 | 44 | 114,896 | SCHX, SCHZ, SCHE, VGK | 13F-HR | 5/13/2020 | 000165403320000003 |
| Q4 2019 | 55 | 181,778 | SCHX, SCHF, SCHZ, SCHE | 13F-HR | 2/11/2020 | 000165403320000002 |
| Q3 2019 | 52 | 163,805 | SCHX, SCHF, SCHZ, SCHE | 13F-HR | 11/7/2019 | 000121465919006940 |
| Q2 2019 | 53 | 160,928 | SCHX, SCHF, SCHZ, SCHE | 13F-HR | 7/26/2019 | 000121465919004771 |
| Q1 2019 | 57 | 156,967 | SCHX, SCHF, SCHZ, SCHE | RESTATEMENT | 4/29/2019 | 000121465919002997 |
| Q4 2018 | 59 | 144,795 | SCHX, SCHZ, SCHF, SCHE | 13F-HR | 1/25/2019 | 000121465919000524 |
| Q3 2018 | 57 | 145,201 | SCHF, SCHZ, SCHX, SCHE | 13F-HR | 11/9/2018 | 000165403318000004 |
| Q2 2018 | 58 | 135,244 | SCHF, SCHZ, SCHE, SCHX | 13F-HR | 8/1/2018 | 000165403318000003 |
| Q1 2018 | 48 | 113,503 | SCHZ, SCHE, SCHF, IVV | 13F-HR | 5/2/2018 | 000165403318000002 |
| Q4 2017 | 56 | 108,055 | SCHE, SCHZ, SCHF, IVV | 13F-HR | 2/13/2018 | 000165403318000001 |