| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 62 | 842,887 | SCHX, QQQ, AGG, VUG | 13F-HR | 2/8/2024 | 000173664824000001 |
| Q3 2023 | 75 | 821,482 | SCHX, AGG, QQQ, IBTD | 13F-HR | 11/13/2023 | 000173664823000005 |
| Q2 2023 | 76 | 778,044 | SCHX, AGG, VUG, IBTD | NEW HOLDINGS | 7/31/2023 | 000173664823000004 |
| Q2 2023 | 36 | 332,619 | QQQ, IBTD, IBTE, XLI | 13F-HR | 7/27/2023 | 000173664823000003 |
| Q1 2023 | 73 | 798,140 | SCHX, AGG, QQQ, IBTD | 13F-HR | 5/8/2023 | 000173664823000002 |
| Q4 2022 | 74 | 718,483 | SCHX, BSV, VTIP, QQQ | 13F-HR | 1/10/2023 | 000179817223000002 |
| Q3 2022 | 73 | 691,999 | SCHX, IEF, BSV, VTIP | 13F-HR | 10/11/2022 | 000173664822000003 |
| Q2 2022 | 56 | 714,091 | SCHX, ISTB, STIP, AGG | 13F-HR | 8/2/2022 | 000173664822000002 |
| Q1 2022 | 76 | 822,101 | SCHX, ISTB, AGG, QQQ | 13F-HR | 5/18/2022 | 000173664822000001 |
| Q4 2021 | 79 | 874,719 | SCHX, AGG, ISTB, IWB | 13F-HR | 1/27/2022 | 000176372222000003 |
| Q3 2021 | 77 | 746,782 | SCHX, AGG, ISTB, IWB | RESTATEMENT | 12/22/2022 | 000173664822000005 |
| Q2 2021 | 69 | 738,907 | SCHX, AGG, ISTB, QQQ | 13F-HR | 7/21/2021 | 000173664821000003 |
| Q1 2021 | 69 | 728,972 | SCHX, AGG, BND, VUG | 13F-HR | 4/30/2021 | 000180118421000003 |
| Q4 2020 | 65 | 685,500 | SCHX, AGG, BND, VUG | 13F-HR | 1/19/2021 | 000173664821000001 |
| Q3 2020 | 60 | 611,482 | SCHX, AGG, BND, VUG | 13F-HR | 11/2/2020 | 000173664820000006 |
| Q2 2020 | 379 | 574,087 | SCHX, AGG, BND, VUG | 13F-HR | 7/23/2020 | 000173664820000005 |
| Q1 2020 | 49 | 458,443 | AGG, SCHX, BND, IGIB | 13F-HR | 4/17/2020 | 000173664820000004 |
| Q4 2019 | 66 | 497,810 | SCHX, AGG, IWB, VUG | 13F-HR | 1/15/2020 | 000173664820000001 |
| Q3 2019 | 64 | 449,986 | SCHX, AGG, IWB, VUG | 13F-HR | 10/7/2019 | 000173664819000005 |
| Q2 2019 | 61 | 416,605 | SCHX, AGG, VUG, IWB | 13F-HR | 8/9/2019 | 000173664819000004 |
| Q1 2019 | 57 | 376,095 | SCHX, AGG, IGIB, VUG | 13F-HR | 5/13/2019 | 000173664819000003 |
| Q4 2018 | 50 | 324,010 | SCHX, AGG, IGIB, VUG | 13F-HR | 2/14/2019 | 000173664819000001 |