| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 89 | 420,797 | IJAN, VT, BALT, KJAN | 13F-HR | 8/11/2026 | 000195175726001218 |
| Q1 2026 | 86 | 373,720 | IJAN, BALT, VT, KJAN | 13F-HR | 4/21/2026 | 000195175726000674 |
| Q4 2025 | 84 | 370,124 | SCHB, BALT, VT, PJUL | 13F-HR | 1/21/2026 | 000195175726000269 |
| Q3 2025 | 82 | 356,301 | SCHB, VT, BALT, PJUL | 13F-HR | 11/6/2025 | 000195175725001302 |
| Q2 2025 | 75 | 316,015 | SCHB, PBJA, BALT, KJAN | 13F-HR | 7/28/2025 | 000195175725000977 |
| Q1 2025 | 75 | 287,226 | SCHB, PBJA, BALT, KJAN | 13F-HR | 5/13/2025 | 000195175725000545 |
| Q4 2024 | 73 | 279,342 | SCHB, PBJA, BALT, KJAN | 13F-HR | 1/24/2025 | 000195175725000111 |
| Q3 2024 | 71 | 257,131 | SCHB, JANW, KJAN, VTI | 13F-HR | 10/23/2024 | 000195175724001100 |
| Q2 2024 | 68 | 225,142 | SCHB, JANW, KJAN, VTI | 13F-HR | 7/31/2024 | 000195175724000586 |
| Q1 2024 | 79 | 226,187 | SCHB, JANW, KJAN, VTI | 13F-HR | 4/30/2024 | 000195175724000416 |
| Q4 2023 | 69 | 208,628 | SCHB, JANW, KJAN, VTI | 13F-HR | 1/29/2024 | 000195175724000118 |
| Q3 2023 | 70 | 190,652 | SCHX, KJUL, PJUL, VTI | 13F-HR | 10/24/2023 | 000195175723000597 |
| Q2 2023 | 66 | 189,651 | PDEC, SCHX, PJAN, KJAN | 13F-HR | 7/18/2023 | 000195175723000384 |
| Q1 2023 | 63 | 171,269 | PDEC, SCHX, PJAN, VTI | 13F-HR | 4/20/2023 | 000195175723000188 |
| Q4 2022 | 66 | 174,398 | VTI, SCHX, BALT, SCHG | 13F-HR | 1/19/2023 | 000195175723000014 |
| Q3 2022 | 65 | 178,468 | SCHX, JANW, UJAN, VTI | 13F-HR | 10/20/2022 | 000172029222000006 |
| Q2 2022 | 66 | 184,149 | SCHX, JANW, VTI, VCSH | 13F-HR | 7/14/2022 | 000172029222000005 |
| Q1 2022 | 62 | 192,367 | PJAN, SCHX, KJAN, VTI | 13F-HR | 5/9/2022 | 000172029222000004 |
| Q4 2021 | 62 | 184,878 | PJAN, KJAN, SCHX, VTI | 13F-HR | 1/19/2022 | 000172029222000002 |
| Q3 2021 | 53 | 169,914 | JULW, VTI, VTV, VCSH | 13F-HR | 11/9/2021 | 000172029221000005 |
| Q2 2021 | 49 | 161,091 | VTI, JULW, VTV, VCSH | 13F-HR | 7/22/2021 | 000172029221000004 |
| Q1 2021 | 42 | 149,844 | VTI, PJAN, VCSH, VGSH | 13F-HR | 4/26/2021 | 000172029221000003 |
| Q4 2020 | 39 | 130,750 | VTI, VCSH, PJAN, VGSH | 13F-HR | 4/26/2021 | 000172029221000002 |