| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 20 | 365,828 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 2/5/2025 | 000176229425000002 |
| Q3 2024 | 17 | 362,159 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 11/8/2024 | 000176229424000003 |
| Q2 2024 | 16 | 334,044 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 8/8/2024 | 000201127424000006 |
| Q1 2024 | 18 | 327,432 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 5/3/2024 | 000201127424000004 |
| Q4 2023 | 17 | 308,168 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 2/7/2024 | 000176229424000002 |
| Q3 2023 | 17 | 277,206 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 11/3/2023 | 000176229423000003 |
| Q2 2023 | 17 | 282,961 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 7/31/2023 | 000147817923000005 |
| Q1 2023 | 16 | 269,368 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 5/5/2023 | 000184176723000003 |
| Q4 2022 | 16 | 251,988 | SCHB, SCHF, VCIT, SCHD | 13F-HR | 2/2/2023 | 000176229423000001 |
| Q3 2022 | 13 | 237,588 | SCHB, AGG, SCHF, SPY | 13F-HR | 11/1/2022 | 000176229422000008 |
| Q2 2022 | 13 | 248,415 | SCHB, AGG, SCHF, SPY | 13F-HR | 7/29/2022 | 000176229422000004 |
| Q1 2022 | 13 | 284,647 | SCHB, AGG, SCHF, SPY | 13F-HR | 5/5/2022 | 000176229422000003 |
| Q4 2021 | 12 | 293,120 | SCHB, AGG, SCHF, SPY | 13F-HR | 2/2/2022 | 000176229422000001 |
| Q3 2021 | 15 | 280,904 | SCHB, AGG, SCHF, SPY | 13F-HR | 11/3/2021 | 000176229421000002 |
| Q2 2021 | 13 | 230,554 | SCHB, AGG, SCHF, IJR | 13F-HR | 7/14/2021 | 000176229421000001 |
| Q1 2021 | 14 | 260,977 | SCHB, AGG, SCHF, SPY | 13F-HR | 5/10/2021 | 000158064221002304 |
| Q4 2020 | 14 | 243,154 | SCHB, AGG, SCHF, SPY | 13F-HR | 1/21/2021 | 000158064221000204 |
| Q3 2020 | 12 | 218,766 | SCHB, AGG, SPY, SCHF | 13F-HR | 11/2/2020 | 000158064220003947 |
| Q2 2020 | 12 | 206,306 | SCHB, AGG, SPY, SCHF | 13F-HR | 7/17/2020 | 000158064220002662 |
| Q1 2020 | 10 | 178,268 | AGG, SCHB, SPY, SCHF | 13F-HR | 4/28/2020 | 000158064220001803 |
| Q4 2019 | 18 | 176,426 | SCHB, SCHF, SCHA, ISTB | 13F-HR | 2/10/2020 | 000158064220000639 |
| Q3 2019 | 17 | 163,657 | SCHB, SCHF, SCHA, ISTB | 13F-HR | 10/16/2019 | 000158064219004722 |
| Q2 2019 | 16 | 159,338 | SCHB, SCHF, SCHA, ISTB | 13F-HR | 7/17/2019 | 000158064219003236 |
| Q1 2019 | 15 | 118,749 | SCHB, SCHF, SCHA, MUB | 13F-HR | 4/16/2019 | 000158064219001928 |
| Q4 2018 | 15 | 100,793 | SCHB, SCHF, SCHA, MUB | 13F-HR | 1/24/2019 | 000158064219000298 |