| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 397 | 986,244 | IVV, SCHX, VEA, SCHA | 13F-HR | 4/10/2024 | 000178445024000003 |
| Q4 2023 | 384 | 939,739 | IVV, SCHX, VEA, SCHA | 13F-HR | 1/10/2024 | 000178445024000001 |
| Q3 2023 | 376 | 831,888 | IVV, SCHX, VEA, SCHA | 13F-HR | 10/10/2023 | 000178445023000005 |
| Q2 2023 | 387 | 851,964 | IVV, SCHX, SCHA, VEA | 13F-HR | 7/13/2023 | 000178445023000004 |
| Q1 2023 | 401 | 801,435 | IVV, SCHX, SCHA, VEA | 13F-HR | 4/19/2023 | 000178445023000003 |
| Q4 2022 | 381 | 754,150 | IVV, SCHX, VEA, SCHA | 13F-HR | 1/12/2023 | 000178445023000001 |
| Q3 2022 | 379 | 659,280 | IVV, SCHX, SCHA, VEA | 13F-HR | 10/11/2022 | 000178445022000005 |
| Q2 2022 | 380 | 668,082 | IVV, SCHX, SCHA, VEA | 13F-HR | 7/14/2022 | 000178445022000004 |
| Q1 2022 | 376 | 724,589 | SCHX, IVV, SCHA, VEA | 13F-HR | 4/20/2022 | 000178445022000003 |
| Q4 2021 | 389 | 719,092 | SCHX, IVV, VEA, SCHA | 13F-HR | 2/1/2022 | 000178445022000001 |
| Q3 2021 | 371 | 636,435 | IVV, SCHX, VEA, SCHA | 13F-HR | 11/8/2021 | 000178445021000006 |
| Q2 2021 | 341 | 616,092 | IVV, SCHX, VEA, SCHA | 13F-HR | 8/10/2021 | 000178445021000005 |
| Q1 2021 | 341 | 607,219 | IVV, AAPL, SCHX, VB | 13F-HR | 5/11/2021 | 000178445021000004 |
| Q4 2020 | 151 | 426,101 | IVV, AAPL, VB, SCHA | 13F-HR | 2/9/2021 | 000178445021000001 |
| Q3 2020 | 121 | 326,244 | IVV, VB, SCHA, IEFA | 13F-HR | 11/9/2020 | 000178445020000005 |
| Q2 2020 | 119 | 325,072 | IVV, VB, SCHA, IEFA | 13F-HR | 8/14/2020 | 000178445020000004 |
| Q1 2020 | 96 | 258,232 | IVV, SCHA, IEFA, VB | 13F-HR | 5/14/2020 | 000178445020000003 |
| Q4 2019 | 108 | 266,864 | IVV, VEA, SPMD, XMPT | 13F-HR | 2/13/2020 | 000178445020000002 |