| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 116 | 313,925 | IVV, IJH, SCHF, SCHR | 13F-HR | 10/15/2024 | 000173173124000007 |
| Q2 2024 | 310 | 334,539 | IVV, IJH, SCHF, SCHR | 13F-HR | 7/17/2024 | 000173173124000005 |
| Q1 2024 | 114 | 334,451 | IVV, IJH, SCHX, SCHF | 13F-HR | 4/30/2024 | 000173173124000004 |
| Q4 2023 | 112 | 306,803 | IVV, IJH, SCHX, SCHF | 13F-HR | 2/13/2024 | 000173173124000001 |
| Q3 2023 | 115 | 270,509 | IVV, SCHF, SCHX, SCHR | 13F-HR | 11/9/2023 | 000173173123000003 |
| Q2 2023 | 113 | 277,237 | IVV, SCHF, SCHX, SCHR | RESTATEMENT | 8/17/2023 | 000198604223000015 |
| Q1 2023 | 117 | 268,624 | IVV, SCHF, SCHX, SCHR | 13F-HR | 5/9/2023 | 000173173123000002 |
| Q4 2022 | 80 | 210,850 | SCHF, IVV, SCHX, SCHR | 13F-HR | 1/30/2023 | 000173173123000001 |
| Q3 2022 | 104 | 215,858 | IVV, SCHF, SCHR, SCHX | 13F-HR | 11/9/2022 | 000173173122000006 |
| Q2 2022 | 69 | 118,791 | GOOGL, ACN, UNH, AMZN | 13F-HR | 7/28/2022 | 000173173122000003 |
| Q1 2022 | 110 | 152,898 | GOOGL, AMZN, ACN, AMBA | 13F-HR | 5/5/2022 | 000173173122000002 |
| Q4 2021 | 73 | 175,859 | GOOGL, AMZN, AMBA, UNH | 13F-HR | 1/25/2022 | 000173173122000001 |
| Q3 2021 | 84 | 161,398 | AMZN, GOOGL, AMBA, META | 13F-HR | 11/8/2021 | 000173173121000002 |
| Q2 2021 | 75 | 153,657 | AMZN, META, GOOGL, ACN | 13F-HR | 8/9/2021 | 000110465921102174 |
| Q1 2021 | 83 | 145,306 | AMZN, META, GOOGL, ACN | 13F-HR | 5/17/2021 | 000110465921067784 |
| Q4 2020 | 113 | 224,409 | SCHF, SCHX, SCHR, IVV | 13F-HR | 3/31/2021 | 000110465921044711 |
| Q3 2020 | 111 | 199,619 | USD, SCHX, SCHF, SCHR | 13F-HR | 11/13/2020 | 000110465920124789 |
| Q2 2020 | 74 | 78,533 | AAPL, AMZN, MSFT, GOOGL | 13F-HR | 8/13/2020 | 000110465920094757 |
| Q1 2020 | 111 | 139,898 | SCHF, SCHX, SCHR, SPYD | 13F-HR | 5/14/2020 | 000110465920061493 |
| Q3 2019 | 114 | 168,953 | SCHX, SCHF, SPYD, SCHR | RESTATEMENT | 11/21/2019 | 000110465919066101 |
| Q2 2019 | 120 | 157,432 | SCHX, SCHF, SPYD, SCHR | 13F-HR | 8/13/2019 | 000114420419039445 |
| Q4 2018 | 101 | 131,966 | SCHX, SCHR, SCHF, SCHZ | 13F-HR | 2/4/2019 | 000114420419004632 |
| Q3 2018 | 102 | 157,512 | SCHX, SCHF, SCHR, SCHZ | 13F-HR | 11/14/2018 | 000114420418059712 |
| Q2 2018 | 100 | 142,284 | SCHX, SCHF, SCHR, SCHZ | 13F-HR | 8/13/2018 | 000114420418043920 |
| Q1 2018 | 372 | 135,766 | SCHX, SCHF, SCHR, SCHZ | 13F-HR | 5/15/2018 | 000114420418028639 |
| Q4 2017 | 413 | 133,063 | SCHX, SCHR, SCHF, SCHZ | 13F-HR | 2/15/2018 | 000114420418009334 |