| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 184 | 445,737 | VTV, SCHR, SCHG, SCHO | 13F-HR | 5/5/2025 | 000108514625002579 |
| Q4 2024 | 174 | 434,523 | SCHG, VTV, SCHO, SCHR | 13F-HR | 1/16/2025 | 000108514625000282 |
| Q3 2024 | 172 | 433,418 | SCHG, VTV, SCHR, SCHO | 13F-HR | 10/16/2024 | 000108514624004950 |
| Q2 2024 | 168 | 406,459 | SCHG, SCHO, SCHR, VTV | 13F-HR | 7/15/2024 | 000108514624002967 |
| Q1 2024 | 164 | 395,867 | SCHO, SCHG, VTV, SCHR | 13F-HR | 5/6/2024 | 000108514624002248 |
| Q4 2023 | 153 | 370,952 | SCHO, SCHG, SCHR, VTV | 13F-HR | 1/18/2024 | 000108514624000283 |
| Q3 2023 | 145 | 330,061 | SCHO, SCHG, VTV, BSV | 13F-HR | 1/18/2024 | 000108514624000284 |
| Q2 2023 | 148 | 341,822 | SCHO, SCHG, VTV, BSV | 13F-HR | 8/11/2023 | 000108514623003270 |
| Q1 2023 | 152 | 327,003 | SCHO, SCHG, VTV, SCHR | 13F-HR | 4/26/2023 | 000108514623001909 |
| Q4 2022 | 159 | 321,450 | SCHO, SCHR, VTV, BSV | 13F-HR | 1/30/2023 | 000108514623000437 |
| Q3 2022 | 154 | 287,868 | SPLG, ESGU, SCHO, SCHR | 13F-HR | 10/14/2022 | 000108514622003425 |
| Q2 2022 | 151 | 300,070 | ESGU, SPLG, SCHZ, IUSB | 13F-HR | 7/27/2022 | 000108514622002621 |
| Q1 2022 | 162 | 356,379 | ESGU, SPLG, IUSB, AAPL | 13F-HR | 4/25/2022 | 000108514622001522 |
| Q4 2021 | 169 | 359,884 | ESGU, GOVT, SPLG, AAPL | 13F-HR | 1/25/2022 | 000108514622000317 |
| Q3 2021 | 171 | 339,127 | GOVT, ESGU, IVV, AAPL | 13F-HR | 10/12/2021 | 000108514621002757 |
| Q2 2021 | 168 | 339,781 | GOVT, ESGU, IVV, AAPL | 13F-HR | 8/11/2021 | 000108514621002401 |
| Q1 2021 | 160 | 319,474 | GOVT, ESGU, IVV, LQD | 13F-HR | 4/23/2021 | 000108514621001299 |
| Q4 2020 | 145 | 301,006 | GOVT, ESGU, IVV, LQD | 13F-HR | 2/10/2021 | 000108514621000566 |
| Q3 2020 | 136 | 273,437 | GOVT, LQD, IVV, ESGU | 13F-HR | 10/23/2020 | 000108514620002629 |
| Q2 2020 | 118 | 252,174 | SCHO, GOVT, LQD, IVV | 13F-HR | 7/10/2020 | 000108514620001749 |
| Q1 2020 | 119 | 215,268 | SCHO, FLRN, SCHD, IWF | 13F-HR | 4/9/2020 | 000108514620001062 |
| Q4 2019 | 125 | 249,720 | SCHO, SCHD, IWF, FLRN | 13F-HR | 1/13/2020 | 000108514620000115 |
| Q3 2019 | 129 | 235,699 | SCHO, SCHD, IWF, FLRN | 13F-HR | 10/29/2019 | 000108514619002659 |
| Q2 2019 | 129 | 242,729 | SCHO, SCHD, IWF, FLRN | 13F-HR | 8/5/2019 | 000108514619002059 |
| Q1 2019 | 115 | 220,970 | SCHO, SCHD, IWF, FLRN | 13F-HR | 5/13/2019 | 000108514619001489 |
| Q4 2018 | 86 | 148,397 | SCHO, SCHR, FLRN, SCHD | 13F-HR | 2/11/2019 | 000108514619000448 |