| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 119 | 458,628 | SCHG, SCHB, AGG, DGRO | 13F-HR | 4/8/2025 | 000108514625001918 |
| Q4 2024 | 119 | 464,357 | SCHG, SCHB, AGG, DGRO | 13F-HR | 1/28/2025 | 000108514625000556 |
| Q3 2024 | 115 | 453,231 | SCHG, SCHB, AGG, DGRO | 13F-HR | 10/18/2024 | 000108514624004989 |
| Q2 2024 | 98 | 416,073 | SCHG, SCHD, SCHB, AGG | 13F-HR | 7/10/2024 | 000108514624002846 |
| Q1 2024 | 90 | 388,055 | SCHG, SCHD, SCHB, AGG | 13F-HR | 4/10/2024 | 000108514624001691 |
| Q4 2023 | 81 | 350,736 | SCHG, SCHD, SCHB, AGG | 13F-HR | 2/1/2024 | 000108514624000607 |
| Q3 2023 | 73 | 311,101 | SCHG, SCHD, AGG, SCHB | 13F-HR | 11/13/2023 | 000108514623004245 |
| Q2 2023 | 79 | 299,128 | SCHG, SCHD, SCHB, DGRO | 13F-HR | 7/28/2023 | 000108514623002943 |
| Q1 2023 | 72 | 269,676 | SCHG, SCHD, SCHB, DGRO | 13F-HR | 5/10/2023 | 000108514623002181 |
| Q4 2022 | 71 | 241,840 | SCHD, SCHG, SCHB, DGRO | 13F-HR | 2/15/2023 | 000108514623001403 |
| Q3 2022 | 62 | 214,902 | SCHD, SCHG, SCHB, DGRO | 13F-HR | 11/8/2022 | 000108514622003836 |
| Q2 2022 | 63 | 202,557 | SCHD, SCHG, SCHB, AGG | 13F-HR | 8/9/2022 | 000108514622002911 |
| Q1 2022 | 66 | 234,592 | SCHD, SCHG, SCHB, AGG | 13F-HR | 5/6/2022 | 000108514622001806 |
| Q4 2021 | 63 | 231,359 | SCHD, SCHG, SCHB, AGG | 13F-HR | 1/31/2022 | 000172392522000002 |
| Q3 2021 | 62 | 212,615 | SCHD, SCHG, SCHB, AGG | 13F-HR | 11/15/2021 | 000172392521000015 |
| Q2 2021 | 62 | 208,780 | SCHD, SCHG, SCHB, AGG | 13F-HR | 8/2/2021 | 000172392521000011 |
| Q1 2021 | 63 | 189,134 | SCHD, SCHG, SCHB, AGG | 13F-HR | 5/7/2021 | 000172392521000008 |
| Q4 2020 | 65 | 196,148 | SCHD, SCHB, SCHG, AGG | 13F-HR | 2/4/2021 | 000172392521000002 |
| Q3 2020 | 61 | 173,683 | SCHD, SCHB, AGG, SCHG | 13F-HR | 11/3/2020 | 000172392520000004 |
| Q2 2020 | 58 | 129,459 | SCHD, SCHB, SCHG, VEA | 13F-HR | 8/14/2020 | 000172392520000002 |
| Q1 2020 | 55 | 105,305 | SCHD, SCHB, SCHG, VEA | 13F-HR | 5/4/2020 | 000160704520000061 |
| Q4 2019 | 66 | 123,918 | SCHD, SCHB, VEA, VTI | 13F-HR | 1/27/2020 | 000160704520000023 |
| Q3 2019 | 61 | 112,342 | SCHD, SCHB, VEA, VTI | 13F-HR | 11/1/2019 | 000160704519000134 |
| Q2 2019 | 56 | 107,138 | SCHB, SCHD, VEA, VTI | 13F-HR | 7/15/2019 | 000160704519000077 |
| Q1 2019 | 53 | 117,058 | MINT, SCHB, SCHD, VEA | 13F-HR | 5/8/2019 | 000160704519000067 |
| Q4 2018 | 54 | 100,925 | MINT, SCHB, VEA, VTI | 13F-HR | 2/15/2019 | 000172392519000002 |
| Q3 2018 | 56 | 98,284 | MINT, SCHB, VEA, IJR | 13F-HR | 11/14/2018 | 000172392518000010 |
| Q2 2018 | 91 | 111,678 | MINT, SCHB, VEA, IJR | 13F-HR | 8/14/2018 | 000172392518000009 |
| Q1 2018 | 91 | 102,365 | BND, VEA, VTI, IJR | 13F-HR | 5/14/2018 | 000172392518000006 |
| Q4 2017 | 96 | 94,026 | VTI, BND, IJR, BRK-B | 13F-HR | 5/14/2018 | 000172392518000004 |