| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 106 | 961,448 | SCHD, MSFT, SCHB, COST | 13F-HR | 11/26/2024 | 000137647424000720 |
| Q2 2024 | 104 | 918,531 | MSFT, SCHD, SCHB, COST | 13F-HR | 8/14/2024 | 000137647424000433 |
| Q1 2024 | 91 | 892,036 | SCHD, MSFT, SCHB, INTU | 13F-HR | 5/14/2024 | 000090901224000057 |
| Q4 2023 | 87 | 818,961 | SCHD, MSFT, SCHB, INTU | RESTATEMENT | 2/23/2024 | 000090901224000040 |
| Q4 2023 | 87 | 818,961 | SCHD, MSFT, SCHB, INTU | RESTATEMENT | 2/23/2024 | 000090901224000042 |
| Q3 2023 | 84 | 743,427 | SCHD, MSFT, SCHB, INTU | 13F-HR | 10/26/2023 | 000090901223000103 |
| Q2 2023 | 86 | 785,453 | SCHD, MSFT, SCHB, COST | 13F-HR | 8/3/2023 | 000090901223000081 |
| Q1 2023 | 86 | 764,204 | SCHD, MSFT, SCHB, INTU | 13F-HR | 4/25/2023 | 000090901223000048 |
| Q4 2022 | 89 | 758,833 | SCHD, MSFT, SCHB, COST | 13F-HR | 2/14/2023 | 000090901223000030 |
| Q3 2022 | 88 | 701,790 | SCHD, MSFT, SCHB, COST | 13F-HR | 11/1/2022 | 000090901222000122 |
| Q2 2022 | 89 | 733,491 | SCHD, MSFT, SCHB, COST | 13F-HR | 7/28/2022 | 000090901222000082 |
| Q1 2022 | 90 | 896,803 | SCHD, MSFT, SCHB, COST | 13F-HR | 4/22/2022 | 000090901222000055 |
| Q4 2021 | 92 | 992,374 | SCHD, MSFT, SCHB, INTU | 13F-HR | 1/27/2022 | 000090901222000013 |
| Q3 2021 | 93 | 896,673 | SCHD, MSFT, SCHB, INTU | 13F-HR | 10/29/2021 | 000090901221000136 |
| Q2 2021 | 92 | 903,833 | SCHD, MSFT, SCHB, INTU | 13F-HR | 7/16/2021 | 000090901221000102 |
| Q1 2021 | 93 | 856,059 | SCHD, MSFT, SCHB, INTU | 13F-HR | 4/15/2021 | 000090901221000062 |
| Q4 2020 | 87 | 771,840 | SCHD, MSFT, SCHB, INTU | 13F-HR | 1/21/2021 | 000090901221000004 |
| Q3 2020 | 85 | 662,176 | SCHD, MSFT, SCHB, INTU | 13F-HR | 10/20/2020 | 000090901220000134 |
| Q2 2020 | 193 | 626,572 | SCHD, MSFT, SCHB, INTU | 13F-HR | 7/21/2020 | 000090901220000102 |
| Q1 2020 | 96 | 540,086 | SCHD, MSFT, SCHB, JNJ | 13F-HR | 4/23/2020 | 000090901220000061 |
| Q4 2019 | 103 | 687,940 | SCHD, MSFT, SCHB, INTU | 13F-HR | 1/22/2020 | 000090901220000009 |
| Q3 2019 | 97 | 625,112 | SCHD, MSFT, SCHB, INTU | 13F-HR | 10/23/2019 | 000090901219000118 |
| Q2 2019 | 94 | 594,005 | SCHD, MSFT, JNJ, INTU | 13F-HR | 7/25/2019 | 000090901219000092 |
| Q1 2019 | 95 | 562,177 | SCHD, MSFT, JNJ, INTU | 13F-HR | 4/16/2019 | 000090901219000056 |
| Q4 2018 | 92 | 504,492 | SCHD, MSFT, JNJ, DVY | 13F-HR | 1/28/2019 | 000090901219000008 |
| Q3 2018 | 157 | 606,144 | SCHD, MSFT, JNJ, DVY | 13F-HR | 10/26/2018 | 000090901218000121 |