| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2023 | 297 | 2,070,307 | SCHX, VOO, SGOV, QQQ | 13F-HR | 7/20/2023 | 000194104023000166 |
| Q1 2023 | 288 | 1,918,882 | SCHX, SGOV, BIL, VOO | 13F-HR | 4/28/2023 | 000194104023000115 |
| Q4 2022 | 300 | 1,903,180 | SCHX, AGG, SGOV, VOO | 13F-HR | 1/25/2023 | 000174407323000002 |
| Q3 2022 | 306 | 1,715,915 | SCHX, JPST, VOO, QQQ | 13F-HR | 10/27/2022 | 000166509722000012 |
| Q2 2022 | 307 | 1,898,427 | OMFL, SCHX, JPST, SCHF | 13F-HR | 8/4/2022 | 000174407322000019 |
| Q1 2022 | 322 | 2,028,334 | SCHX, QQQ, VOO, JPST | 13F-HR | 5/13/2022 | 000174407322000017 |
| Q4 2021 | 310 | 2,104,517 | SCHX, QQQ, VOO, SCHF | 13F-HR | 1/25/2022 | 000174407322000002 |
| Q3 2021 | 295 | 1,852,082 | SCHX, AGG, QQQ, SCHF | 13F-HR | 10/20/2021 | 000174407321000008 |
| Q2 2021 | 271 | 1,675,510 | SCHX, AGG, QQQ, SCHF | 13F-HR | 8/16/2021 | 000174407321000006 |
| Q1 2021 | 260 | 1,406,948 | SCHX, AGG, QQQ, SCHF | 13F-HR | 5/6/2021 | 000174407321000004 |
| Q4 2020 | 239 | 1,149,982 | SCHX, AGG, QQQ, VOO | 13F-HR | 2/16/2021 | 000174407321000002 |
| Q3 2020 | 223 | 981,964 | SCHX, AGG, QQQ, VOO | 13F-HR | 11/16/2020 | 000110922820000009 |
| Q2 2020 | 204 | 901,263 | AGG, SCHX, QQQ, VOO | 13F-HR | 8/14/2020 | 000174407320000006 |
| Q1 2020 | 176 | 737,585 | QQQ, AGG, SCHX, USMV | 13F-HR | 5/15/2020 | 000174407320000004 |
| Q4 2019 | 121 | 855,841 | SCHX, AGG, TOTL, QQQ | 13F-HR | 2/14/2020 | 000174407320000002 |
| Q3 2019 | 117 | 758,196 | SCHX, QQQ, TOTL, AGG | 13F-HR | 11/26/2019 | 000174407319000010 |
| Q2 2019 | 106 | 678,370 | SCHX, QQQ, TOTL, AGG | 13F-HR | 8/19/2019 | 000174407319000008 |
| Q1 2019 | 108 | 604,693 | SCHX, QQQ, FLOT, AGG | 13F-HR | 5/13/2019 | 000174407319000005 |
| Q4 2018 | 94 | 518,450 | SCHX, FLOT, QQQ, AGG | 13F-HR | 2/14/2019 | 000174407319000002 |
| Q3 2018 | 105 | 540,611 | SCHX, QQQ, FLOT, AGG | 13F-HR | 11/15/2018 | 000174407318000019 |
| Q2 2018 | 97 | 484,986 | SCHX, QQQ, FLOT, AGG | 13F-HR | 7/19/2018 | 000174407318000017 |
| Q1 2018 | 89 | 418,944 | SCHX, QQQ, AGG, FLOT | 13F-HR | 7/19/2018 | 000174407318000016 |
| Q4 2017 | 93 | 400,863 | SCHX, QQQ, BIV, SCHF | 13F-HR | 7/19/2018 | 000174407318000015 |
| Q3 2017 | 80 | 307,817 | SCHX, QQQ, BIV, USMV | 13F-HR | 7/19/2018 | 000174407318000013 |
| Q2 2017 | 75 | 263,627 | SCHX, QQQ, BIV, USMV | 13F-HR | 7/19/2018 | 000174407318000012 |
| Q1 2017 | 72 | 229,873 | SCHX, QQQ, USMV, VOO | 13F-HR | 7/19/2018 | 000174407318000011 |
| Q4 2016 | 67 | 193,717 | SCHX, QQQ, USMV, SCHA | 13F-HR | 7/19/2018 | 000174407318000009 |