| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 960 | 6,627,570 | VTI, QQQ, GOVT, SPY | 13F-HR | 1/24/2024 | 000121465924001154 |
| Q3 2023 | 758 | 4,884,443 | VTI, SPY, SCHX, QQQ | 13F-HR | 11/9/2023 | 000121465923014722 |
| Q2 2023 | 768 | 5,074,366 | VTI, SPY, AAPL, SCHX | 13F-HR | 8/8/2023 | 000121465923010863 |
| Q1 2023 | 556 | 2,432,616 | SCHX, QQQ, SCHM, AAPL | 13F-HR | 5/5/2023 | 000121465923006541 |
| Q4 2022 | 523 | 2,634,513 | SCHX, QQQ, SCHM, DVY | 13F-HR | 2/8/2023 | 000121465923001768 |
| Q3 2022 | 404 | 1,739,958 | QQQ, SCHX, SCHM, DVY | 13F-HR | 11/8/2022 | 000121465922013272 |
| Q2 2022 | 397 | 1,674,577 | SCHX, QQQ, DVY, SCHM | 13F-HR | 8/12/2022 | 000121465922009962 |
| Q1 2022 | 343 | 1,798,146 | QQQ, SCHX, SCHM, SCHF | 13F-HR | 5/9/2022 | 000121465922006456 |
| Q4 2021 | 343 | 1,872,271 | QQQ, SCHX, SCHM, SCHF | 13F-HR | 2/7/2022 | 000121465922001953 |
| Q3 2021 | 298 | 1,601,755 | QQQ, SCHX, SCHM, SCHF | 13F-HR | 11/9/2021 | 000121465921011356 |
| Q2 2021 | 378 | 1,723,374 | SCHX, QQQ, SCHM, SCHF | 13F-HR | 8/12/2021 | 000121465921008459 |
| Q1 2021 | 462 | 1,384,605 | SCHX, SCHM, QQQ, SCHF | 13F-HR | 5/7/2021 | 000121465921005038 |
| Q4 2020 | 452 | 1,293,767 | SCHX, QQQ, SCHM, AGG | 13F-HR | 2/3/2021 | 000121465921001194 |
| Q3 2020 | 450 | 1,189,496 | SCHX, QQQ, AGG, SCHM | 13F-HR | 11/6/2020 | 000121465920009214 |
| Q2 2020 | 464 | 1,067,822 | SCHX, QQQ, SCHM, AGG | 13F-HR | 7/17/2020 | 000121465920006389 |
| Q1 2020 | 487 | 843,705 | QQQ, SCHX, SCHM, AGG | 13F-HR | 5/4/2020 | 000121465920003990 |
| Q4 2019 | 584 | 875,512 | SCHX, SCHM, ITOT, SCHF | 13F-HR | 2/4/2020 | 000121465920000885 |
| Q3 2019 | 619 | 646,212 | ITOT, AGG, QQQ, SCHF | 13F-HR | 11/5/2019 | 000121465919006880 |
| Q2 2019 | 357 | 548,308 | ITOT, AGG, SCHF, IXUS | 13F-HR | 8/6/2019 | 000121465919005013 |
| Q1 2019 | 306 | 343,425 | ITOT, AGG, IXUS, AMZN | 13F-HR | 4/16/2019 | 000121465919002744 |
| Q4 2018 | 356 | 275,913 | ITOT, AGG, IXUS, AMZN | 13F-HR | 2/11/2019 | 000121465919000997 |
| Q3 2018 | 257 | 315,227 | ITOT, AGG, GSG, IXUS | 13F-HR | 11/13/2018 | 000121465918007044 |
| Q2 2018 | 354 | 237,896 | ITOT, BAC, GLD, AGG | 13F-HR | 8/14/2018 | 000121465918005486 |
| Q1 2018 | 236 | 141,189 | ITOT, DVY, QQQ, MSFT | 13F-HR | 5/1/2018 | 000121465918003209 |
| Q4 2017 | 250 | 129,749 | ITOT, AAPL, URI, PFF | 13F-HR | 2/14/2018 | 000121465918001227 |