| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2021 | 122 | 273,953 | SCHD, IVV, IJH, IWF | 13F-HR | 8/13/2021 | 000175040321000004 |
| Q1 2021 | 133 | 261,593 | SCHD, IJH, IVV, IWF | 13F-HR | 4/8/2021 | 000175040321000003 |
| Q4 2020 | 127 | 231,149 | SCHD, IJH, IVV, IWF | 13F-HR | 1/21/2021 | 000175040321000001 |
| Q3 2020 | 119 | 205,672 | SCHD, IVV, IJH, IWF | 13F-HR | 10/21/2020 | 000175040320000004 |
| Q2 2020 | 98 | 169,385 | SCHD, IJH, IWF, VDC | 13F-HR | 7/20/2020 | 000175040320000003 |
| Q1 2020 | 85 | 134,330 | SCHD, IJH, IWF, VDC | 13F-HR | 4/10/2020 | 000175040320000002 |
| Q4 2019 | 93 | 154,376 | SCHD, IJH, VDC, IWF | 13F-HR | 1/21/2020 | 000175040320000001 |
| Q3 2019 | 84 | 139,038 | SCHD, IJH, VDC, IWF | 13F-HR | 10/15/2019 | 000175040319000005 |
| Q2 2019 | 83 | 131,488 | SCHD, IJH, VDC, IWF | 13F-HR | 7/17/2019 | 000175040319000004 |
| Q1 2019 | 81 | 122,089 | SCHD, IJH, VDC, IWF | 13F-HR | 4/10/2019 | 000175040319000003 |
| Q4 2018 | 78 | 104,169 | SCHD, IJH, VDC, IWF | 13F-HR | 1/16/2019 | 000175040319000001 |