| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 111 | 165,393 | SCHG, VUG, SCHX, AAPL | 13F-HR | 11/12/2021 | 000108514621003153 |
| Q2 2021 | 114 | 173,032 | SCHG, VUG, SCHX, AAPL | 13F-HR | 9/8/2021 | 000108514621002636 |
| Q1 2021 | 110 | 161,088 | SCHG, VUG, SCHX, AAPL | 13F-HR | 4/21/2021 | 000108514621001266 |
| Q4 2020 | 91 | 133,569 | SCHG, VUG, AAPL, VPU | 13F-HR | 1/14/2021 | 000108514621000107 |
| Q3 2020 | 90 | 134,297 | SCHG, VUG, AAPL, VPU | 13F-HR | 10/13/2020 | 000108514620002491 |
| Q2 2020 | 85 | 109,624 | SCHG, VUG, AAPL, VGIT | 13F-HR | 7/15/2020 | 000108514620001779 |
| Q1 2020 | 87 | 106,277 | SCHG, VUG, SCHX, AAPL | 13F-HR | 4/16/2020 | 000108514620001126 |
| Q4 2019 | 96 | 137,552 | SCHG, SCHX, VUG, DBEF | 13F-HR | 1/13/2020 | 000108514620000111 |
| Q3 2019 | 82 | 109,745 | SCHG, VUG, SCHX, VIG | 13F-HR | 10/9/2019 | 000108514619002488 |
| Q2 2019 | 80 | 108,716 | SCHG, VUG, SCHX, VIG | 13F-HR | 7/22/2019 | 000108514619001932 |
| Q1 2019 | 75 | 99,350 | SCHG, VUG, SCHX, VIG | 13F-HR | 4/9/2019 | 000108514619001120 |
| Q4 2018 | 67 | 72,894 | VUG, SCHG, VIG, SCHM | 13F-HR | 1/17/2019 | 000108514619000181 |
| Q3 2018 | 67 | 78,404 | SCHG, VUG, VGT, VFH | 13F-HR | 11/5/2018 | 000108514618002492 |
| Q2 2018 | 82 | 86,395 | SCHG, VGT, VUG, VFH | 13F-HR | 8/6/2018 | 000108514618001847 |
| Q1 2018 | 95 | 127,843 | SCHG, VFH, SCHM, VUG | 13F-HR | 5/8/2018 | 000108514618001260 |
| Q4 2017 | 108 | 139,684 | SCHG, SCHM, VFH, VUG | 13F-HR | 2/15/2018 | 000108514618000895 |