| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 45 | 186,340 | IVV, BSV, BIV, SCHX | 13F-HR | 1/17/2024 | 000176708024000004 |
| Q3 2023 | 42 | 166,263 | IVV, BSV, BIV, SCHX | 13F-HR | 10/12/2023 | 000176806523000008 |
| Q2 2023 | 7 | 16,659 | SPYG, MDY, VGSH, SPSM | 13F-HR | 7/19/2023 | 000176708023000006 |
| Q1 2023 | 36 | 124,159 | SCHX, BIV, SCHG, VEU | 13F-HR | 5/1/2023 | 000176208623000002 |
| Q4 2022 | 41 | 143,129 | SCHX, BIV, VEU, SCHG | 13F-HR | 1/20/2023 | 000176208623000001 |
| Q3 2022 | 30 | 113,467 | SCHX, VEU, BIV, BSV | 13F-HR | 10/24/2022 | 000176208622000004 |
| Q2 2022 | 32 | 142,881 | SCHX, VEU, BIV, BSV | 13F-HR | 8/2/2022 | 000176208622000003 |
| Q1 2022 | 30 | 145,831 | SCHX, BIV, SCHG, VEU | 13F-HR | 4/28/2022 | 000180118422000004 |
| Q4 2021 | 30 | 150,021 | SCHX, BIV, SCHG, BSV | 13F-HR | 2/7/2022 | 000176208622000001 |
| Q3 2021 | 5 | 3,988 | MDY, XLP, VGSH, SPY | 13F-HR | 10/26/2021 | 000169686721000005 |
| Q2 2021 | 27 | 109,675 | SCHX, SCHG, SCHZ, SCHF | 13F-HR | 8/3/2021 | 000176208621000003 |
| Q1 2021 | 124 | 129,869 | SCHX, SCHZ, SCHG, VGSH | 13F-HR | 5/11/2021 | 000180286521000003 |
| Q4 2020 | 30 | 127,481 | SCHX, SCHG, SCHZ, VGSH | RESTATEMENT | 2/8/2021 | 000176208621000001 |