| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 172 | 976,958 | VTV, SCHX, IQLT, AMZN | 13F-HR | 1/19/2024 | 000122107324000004 |
| Q3 2023 | 159 | 858,412 | VTV, SCHX, IQLT, AMZN | 13F-HR | 10/16/2023 | 000122107323000070 |
| Q2 2023 | 160 | 899,928 | VTV, SCHX, IQLT, AMZN | 13F-HR | 7/17/2023 | 000122107323000050 |
| Q1 2023 | 162 | 824,779 | VTV, SCHX, IQLT, QQQ | 13F-HR | 4/20/2023 | 000122107323000029 |
| Q4 2022 | 161 | 785,660 | SCHX, QQQ, VO, VTV | 13F-HR | 1/27/2023 | 000122107323000013 |
| Q3 2022 | 142 | 685,853 | SCHX, VO, VTV, AMZN | 13F-HR | 10/24/2022 | 000122107322000071 |
| Q2 2022 | 137 | 671,892 | SCHX, VO, VTV, AMZN | 13F-HR | 7/18/2022 | 000122107322000051 |
| Q1 2022 | 137 | 730,085 | SCHX, VO, VTV, AMZN | 13F-HR | 4/14/2022 | 000122107322000024 |
| Q4 2021 | 144 | 734,618 | SCHX, VO, VTV, LRCX | 13F-HR | 1/18/2022 | 000122107322000004 |
| Q3 2021 | 141 | 624,909 | SCHX, VO, GOOGL, META | 13F-HR | 10/7/2021 | 000122107321000100 |
| Q2 2021 | 147 | 598,902 | SCHX, VO, META, ADBE | 13F-HR | 7/29/2021 | 000122107321000078 |
| Q1 2021 | 139 | 537,536 | SCHX, VO, VTV, IJR | 13F-HR | 4/22/2021 | 000122107321000049 |
| Q4 2020 | 137 | 438,795 | SCHX, VO, IJR, VTV | 13F-HR | 2/8/2021 | 000122107321000014 |
| Q3 2020 | 142 | 368,715 | SCHX, VO, VTV, IJR | 13F-HR | 10/26/2020 | 000122107320000143 |
| Q2 2020 | 126 | 301,341 | SCHX, VO, VGIT, IJR | 13F-HR | 8/3/2020 | 000122107320000125 |
| Q1 2020 | 96 | 227,894 | JPME, JPUS, SCHV, JPSE | 13F-HR | 4/29/2020 | 000122107320000067 |
| Q4 2019 | 113 | 230,911 | SCHV, JPME, JPUS, JPSE | 13F-HR | 1/13/2020 | 000122107320000001 |
| Q3 2019 | 101 | 179,784 | SCHV, JPUS, JPME, JPSE | 13F-HR | 10/11/2019 | 000122107319000096 |
| Q2 2019 | 104 | 136,178 | SCHV, JPUS, JPME, JPSE | 13F-HR | 7/16/2019 | 000122107319000067 |
| Q1 2019 | 91 | 128,407 | SCHV, JPUS, JPME, JPSE | 13F-HR | 5/3/2019 | 000122107319000054 |
| Q4 2018 | 85 | 106,123 | SCHV, JPUS, JPME, JPSE | 13F-HR | 3/4/2019 | 000122107319000029 |