| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 54 | 236,685 | SCHV, SCHG, MGC, SCHF | 13F-HR | 2/1/2024 | 000176699524000002 |
| Q3 2023 | 57 | 248,603 | SCHV, SCHG, MGC, SCHF | 13F-HR | 10/25/2023 | 000176699523000010 |
| Q2 2023 | 59 | 254,229 | SCHG, SCHV, MGC, BIV | 13F-HR | 7/26/2023 | 000176699523000008 |
| Q1 2023 | 104 | 267,429 | SCHV, MGC, SCHG, BIV | 13F-HR | 5/11/2023 | 000176699523000006 |
| Q4 2022 | 103 | 245,942 | SCHV, MGC, BIV, SCHG | RESTATEMENT | 2/13/2023 | 000176699523000004 |
| Q3 2022 | 107 | 251,259 | SCHG, MGC, BIV, SCHV | 13F-HR | 11/14/2022 | 000176699522000008 |
| Q2 2022 | 112 | 260,525 | SCHG, MGC, BIV, SCHV | 13F-HR | 8/2/2022 | 000176699522000006 |
| Q1 2022 | 102 | 283,085 | SCHG, MGC, BIV, SCHV | 13F-HR | 5/12/2022 | 000176699522000004 |
| Q4 2021 | 90 | 292,534 | SCHG, MGC, BIV, SCHV | 13F-HR | 2/3/2022 | 000176699522000002 |
| Q3 2021 | 86 | 273,215 | SCHG, MGC, BIV, SCHV | 13F-HR | 11/12/2021 | 000176699521000008 |
| Q2 2021 | 78 | 270,295 | SCHG, MGC, BIV, SCHV | 13F-HR | 8/13/2021 | 000176699521000006 |
| Q1 2021 | 99 | 269,070 | SCHG, MGC, BIV, SCHV | 13F-HR | 5/10/2021 | 000176699521000004 |
| Q4 2020 | 111 | 263,633 | SCHG, MGC, BIV, SCHV | 13F-HR | 2/9/2021 | 000176699521000002 |
| Q3 2020 | 104 | 232,903 | SCHG, BIV, MGC, MUB | 13F-HR | 11/10/2020 | 000176699520000008 |
| Q2 2020 | 110 | 213,173 | SCHG, BIV, SCHV, VGIT | 13F-HR | 8/13/2020 | 000176699520000006 |
| Q1 2020 | 112 | 187,095 | BIV, SCHG, SCHV, VGIT | 13F-HR | 5/11/2020 | 000176699520000004 |
| Q4 2019 | 124 | 224,570 | SCHG, BIV, SCHV, SCHF | 13F-HR | 2/10/2020 | 000176699520000002 |
| Q3 2019 | 118 | 165,498 | SCHG, SCHV, SCHF, SCHM | 13F-HR | 11/12/2019 | 000176699519000006 |
| Q2 2019 | 131 | 170,974 | SCHG, SCHV, SCHF, SCHM | 13F-HR | 8/6/2019 | 000176699519000004 |
| Q1 2019 | 130 | 168,367 | SCHG, SCHV, SCHF, SCHM | 13F-HR | 5/8/2019 | 000176699519000003 |
| Q4 2018 | 105 | 131,873 | SCHG, SCHV, SCHF, SCHM | 13F-HR | 2/8/2019 | 000101524719000002 |