| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | 540,039 | SCHX, IEFA, VO, SCHD | 13F-HR | 8/13/2026 | 000169776726000005 |
| Q1 2026 | 67 | 481,108 | SCHX, TFLO, IEFA, SCHD | 13F-HR | 5/11/2026 | 000169776726000002 |
| Q4 2025 | 71 | 483,501 | SCHX, IEFA, TFLO, VO | 13F-HR | 1/22/2026 | 000169776726000001 |
| Q3 2025 | 74 | 473,480 | SCHX, TFLO, IEFA, VO | 13F-HR | 11/12/2025 | 000169776725000002 |
| Q2 2025 | 70 | 448,542 | SCHX, VO, TFLO, IJR | 13F-HR | 7/29/2025 | 000108514625004243 |
| Q1 2025 | 65 | 426,080 | SCHX, VO, TFLO, IJR | 13F-HR | 5/12/2025 | 000108514625002927 |
| Q4 2024 | 75 | 439,673 | SCHX, VO, IJR, TFLO | 13F-HR | 2/13/2025 | 000108514625001377 |
| Q3 2024 | 65 | 433,835 | SCHX, VO, IJR, IEFA | 13F-HR | 10/4/2024 | 000108514624004648 |
| Q2 2024 | 62 | 406,283 | SCHX, VO, IJR, IEFA | 13F-HR | 7/12/2024 | 000108514624002891 |
| Q1 2024 | 64 | 408,437 | SCHX, VO, IJR, IEFA | 13F-HR | 4/12/2024 | 000108514624001763 |
| Q4 2023 | 61 | 386,540 | SCHX, VO, IJR, TFLO | 13F-HR | 1/9/2024 | 000108514624000124 |
| Q3 2023 | 60 | 356,301 | SCHX, VO, IJR, TFLO | 13F-HR | 10/10/2023 | 000108514623003659 |
| Q2 2023 | 55 | 361,888 | SCHX, VO, IJR, TFLO | 13F-HR | 8/3/2023 | 000108514623003051 |
| Q1 2023 | 54 | 347,237 | SCHX, VO, IJR, SHV | 13F-HR | 4/10/2023 | 000108514623001604 |
| Q4 2022 | 58 | 328,090 | SCHX, VO, IJR, SHV | 13F-HR | 1/30/2023 | 000108514623000472 |
| Q3 2022 | 54 | 304,883 | SCHX, VO, IJR, VTIP | 13F-HR | 10/11/2022 | 000108514622003342 |
| Q2 2022 | 59 | 322,722 | SCHX, VO, IJR, VTIP | 13F-HR | 8/3/2022 | 000108514622002762 |
| Q1 2022 | 66 | 364,837 | SCHX, VO, IJR, IEFA | 13F-HR | 4/8/2022 | 000108514622001334 |
| Q4 2021 | 65 | 372,308 | SCHX, VO, VGSH, IJR | 13F-HR | 1/25/2022 | 000108514622000333 |
| Q3 2021 | 64 | 348,957 | SCHX, VO, IJR, VGSH | 13F-HR | 10/12/2021 | 000108514621002767 |
| Q2 2021 | 65 | 347,233 | SCHX, VO, IJR, VGSH | 13F-HR | 7/19/2021 | 000108514621002026 |
| Q1 2021 | 63 | 323,645 | SCHX, VGSH, IJR, VO | 13F-HR | 4/14/2021 | 000108514621001167 |
| Q4 2020 | 60 | 295,727 | SCHX, VGSH, VO, IEFA | 13F-HR | 1/22/2021 | 000108514621000227 |
| Q3 2020 | 55 | 252,354 | SCHX, VGSH, IEFA, VO | 13F-HR | 10/13/2020 | 000108514620002483 |
| Q2 2020 | 57 | 237,364 | SCHX, VGSH, IEFA, VO | 13F-HR | 7/9/2020 | 000108514620001712 |
| Q1 2020 | 55 | 220,700 | SCHX, VGSH, IEFA, VO | 13F-HR | 5/11/2020 | 000108514620001413 |
| Q4 2019 | 66 | 242,543 | SCHX, VGSH, IEFA, VO | 13F-HR | 1/21/2020 | 000108514620000229 |
| Q3 2019 | 65 | 233,250 | SCHX, IEFA, VGSH, IJR | 13F-HR | 10/24/2019 | 000108514619002634 |
| Q2 2019 | 62 | 218,825 | SCHX, IEFA, VGSH, IJR | 13F-HR | 7/17/2019 | 000108514619001905 |
| Q1 2019 | 62 | 213,985 | SCHX, IEFA, VGSH, IJR | 13F-HR | 4/10/2019 | 000108514619001143 |
| Q4 2018 | 58 | 200,051 | SCHX, IEFA, VGSH, IJR | 13F-HR | 2/1/2019 | 000108514619000303 |
| Q3 2018 | 55 | 162,680 | SCHX, IEFA, IJR, VGSH | 13F-HR | 11/16/2018 | 000108514618002797 |
| Q2 2018 | 53 | 149,552 | SCHX, IEFA, IJR, VO | 13F-HR | 8/10/2018 | 000108514618001976 |
| Q1 2018 | 60 | 153,976 | SCHX, IEFA, IJR, VO | 13F-HR | 5/9/2018 | 000108514618001291 |
| Q4 2017 | 58 | 144,768 | SCHX, IEFA, IJR, VO | 13F-HR | 2/8/2018 | 000108514618000412 |
| Q3 2017 | 58 | 133,773 | SCHX, IEFA, IJR, VO | 13F-HR | 11/14/2017 | 000108514617002442 |
| Q2 2017 | 57 | 116,827 | SCHX, IEFA, IJR, VO | 13F-HR | 8/10/2017 | 000108514617001718 |
| Q1 2017 | 58 | 104,590 | SCHX, IEFA, IJR, VO | 13F-HR | 5/12/2017 | 000108514617001201 |
| Q4 2016 | 58 | 94,264 | SCHX, IEFA, IJR, VO | RESTATEMENT | 5/12/2017 | 000108514617001200 |