| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 101 | 523,818 | DFAC, DFAU, SCHX, AGG | 13F-HR | 2/5/2024 | 000195175724000196 |
| Q3 2023 | 95 | 480,246 | DFAC, DFAU, SCHX, AGG | 13F-HR | 11/3/2023 | 000195175723000681 |
| Q2 2023 | 94 | 487,027 | DFAC, DFAU, SCHX, AGG | 13F-HR | 8/2/2023 | 000195175723000476 |
| Q1 2023 | 94 | 459,284 | DFAC, DFAU, SCHX, AGG | 13F-HR | 5/4/2023 | 000195175723000262 |
| Q4 2022 | 86 | 432,274 | DFAC, DFAU, SCHX, AGG | 13F-HR | 2/14/2023 | 000178194223000002 |
| Q3 2022 | 84 | 399,563 | DFAC, SCHX, DFAU, AGG | 13F-HR | 11/14/2022 | 000178194222000004 |
| Q2 2022 | 81 | 421,202 | DFAC, DFAU, AGG, MUB | 13F-HR | 8/15/2022 | 000178194222000003 |
| Q1 2022 | 84 | 475,281 | DFAC, DFAU, AGG, SCHX | 13F-HR | 5/13/2022 | 000178194222000002 |
| Q4 2021 | 82 | 499,162 | DFAC, DFAU, AGG, MUB | 13F-HR | 2/14/2022 | 000178194222000001 |
| Q3 2021 | 76 | 462,203 | DFAC, DFAU, AGG, MUB | RESTATEMENT | 11/12/2021 | 000178194221000005 |
| Q2 2021 | 78 | 428,332 | DFAC, DFAU, AGG, MUB | 13F-HR | 8/12/2021 | 000178194221000004 |
| Q1 2021 | 1,504 | 332,897 | DFAU, AGG, MUB, SCHX | 13F-HR | 5/17/2021 | 000178194221000003 |
| Q4 2020 | 231 | 242,083 | AGG, MUB, SCHX, QUAL | 13F-HR | 2/16/2021 | 000178194221000002 |
| Q3 2020 | 213 | 198,318 | SCHO, MUB, AGG, SCHX | 13F-HR | 11/12/2020 | 000178194220000006 |
| Q2 2020 | 201 | 186,015 | SCHO, MUB, AGG, SCHX | 13F-HR | 8/12/2020 | 000178194220000005 |
| Q1 2020 | 184 | 168,056 | SCHO, MUB, AGG, SCHX | 13F-HR | 5/15/2020 | 000178194220000004 |
| Q4 2019 | 211 | 160,489 | SCHO, SCHX, MUB, IXUS | 13F-HR | 2/14/2020 | 000178194220000001 |