| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 184 | 314,417 | JCPB, SCHX, VIG, SCHB | 13F-HR | 1/17/2025 | 000117266125000250 |
| Q3 2024 | 179 | 303,425 | JCPB, SCHX, VIG, SCHB | 13F-HR | 10/31/2024 | 000117266124004425 |
| Q2 2024 | 184 | 293,096 | JCPB, SCHX, VIG, SCHB | 13F-HR | 7/15/2024 | 000117266124002759 |
| Q1 2024 | 176 | 295,875 | JCPB, SCHX, VIG, SCHB | 13F-HR | 4/17/2024 | 000117266124001879 |
| Q4 2023 | 165 | 275,838 | JCPB, SCHX, VIG, SCHB | 13F-HR | 1/16/2024 | 000117266124000240 |
| Q3 2023 | 166 | 256,545 | JCPB, SCHX, VIG, VTI | 13F-HR | 11/3/2023 | 000117266123003616 |
| Q2 2023 | 170 | 264,373 | JCPB, SCHX, VIG, VTI | 13F-HR | 7/18/2023 | 000117266123002528 |
| Q1 2023 | 165 | 254,158 | JCPB, SCHX, VTI, VIG | 13F-HR | 4/18/2023 | 000117266123001718 |
| Q4 2022 | 157 | 236,679 | JCPB, SCHX, VTI, VIG | 13F-HR | 1/27/2023 | 000117266123000321 |
| Q3 2022 | 156 | 219,609 | JCPB, SCHX, VTI, VIG | 13F-HR | 10/26/2022 | 000160658722002002 |
| Q2 2022 | 166 | 233,174 | JCPB, SCHX, VTI, VIG | 13F-HR | 7/21/2022 | 000160658722001395 |
| Q1 2022 | 181 | 268,618 | JCPB, SCHX, VTI, AAPL | 13F-HR | 5/5/2022 | 000160658722000960 |
| Q4 2021 | 187 | 277,320 | SCHX, JCPB, VTI, SCHB | 13F-HR | 2/1/2022 | 000160658722000214 |
| Q3 2021 | 191 | 256,428 | SCHX, SCHZ, VTI, SCHB | 13F-HR | 10/22/2021 | 000160658721001382 |
| Q2 2021 | 202 | 267,763 | SCHX, SCHZ, VTI, SCHB | 13F-HR | 7/28/2021 | 000160658721000929 |
| Q1 2021 | 205 | 254,404 | SCHX, SCHZ, VTI, SCHB | 13F-HR | 5/4/2021 | 000160658721000563 |
| Q4 2020 | 199 | 250,475 | SCHX, SCHZ, VTI, SCHO | 13F-HR | 2/9/2021 | 000160658721000248 |
| Q3 2020 | 203 | 249,159 | SCHX, SCHZ, SCHO, VTI | 13F-HR | 10/22/2020 | 000160658720001091 |
| Q2 2020 | 196 | 230,315 | SCHX, SCHZ, SCHO, VTI | 13F-HR | 8/6/2020 | 000160658720000860 |
| Q1 2020 | 181 | 198,143 | SCHZ, SCHO, SCHX, VTI | 13F-HR | 4/29/2020 | 000160658720000505 |
| Q4 2019 | 193 | 227,043 | SCHX, SCHO, SCHZ, VTI | 13F-HR | 1/14/2020 | 000160658720000021 |
| Q3 2019 | 192 | 214,665 | SCHX, SCHO, SCHZ, VTI | 13F-HR | 10/29/2019 | 000160658719000929 |
| Q2 2019 | 195 | 225,675 | SCHO, SCHX, VTI, SCHZ | 13F-HR | 7/19/2019 | 000160658719000635 |
| Q1 2019 | 205 | 234,269 | SCHX, VTI, SCHO, SCHZ | 13F-HR | 4/12/2019 | 000173171719000005 |
| Q4 2018 | 190 | 201,026 | VTI, SCHX, VCIT, SCHZ | RESTATEMENT | 1/25/2019 | 000173171719000003 |
| Q3 2018 | 208 | 226,978 | VTI, SCHX, VCIT, AAPL | 13F-HR | 11/5/2018 | 000173171718000005 |
| Q2 2018 | 201 | 211,922 | VTI, SCHX, VCIT, AAPL | 13F-HR | 7/25/2018 | 000173171718000004 |
| Q1 2018 | 190 | 189,385 | VTI, SCHX, VCIT, SCHD | 13F-HR | 5/2/2018 | 000173171718000003 |
| Q4 2017 | 109 | 116,736 | VTI, SCHX, SCHD, PPG | 13F-HR | 2/22/2018 | 000139834418002642 |