| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 166 | 1,194,058 | SCHZ, SCHX, VOO, SCHF | 13F-HR | 4/10/2025 | 000108514625002017 |
| Q4 2024 | 158 | 1,164,330 | SCHZ, VOO, SCHX, AGG | 13F-HR | 1/16/2025 | 000108514625000294 |
| Q3 2024 | 151 | 1,158,316 | SCHZ, VOO, SCHX, AGG | 13F-HR | 10/9/2024 | 000108514624004756 |
| Q2 2024 | 151 | 1,080,709 | AGG, VOO, SCHX, SCHZ | 13F-HR | 7/17/2024 | 000108514624003078 |
| Q1 2024 | 154 | 1,056,419 | AGG, VOO, SCHX, SCHZ | 13F-HR | 4/12/2024 | 000108514624001789 |
| Q4 2023 | 163 | 1,014,934 | AGG, VOO, SCHX, SCHZ | 13F-HR | 1/9/2024 | 000108514624000120 |
| Q3 2023 | 164 | 887,604 | AGG, VOO, SCHZ, SCHX | 13F-HR | 10/19/2023 | 000108514623003806 |
| Q2 2023 | 141 | 829,678 | AGG, VOO, SCHZ, SCHX | 13F-HR | 7/24/2023 | 000108514623002845 |
| Q1 2023 | 138 | 828,137 | AGG, VOO, SCHX, SCHZ | 13F-HR | 4/10/2023 | 000108514623001600 |
| Q4 2022 | 145 | 759,496 | AGG, VOO, SCHX, SCHZ | 13F-HR | 1/26/2023 | 000108514623000390 |
| Q3 2022 | 146 | 594,701 | AGG, VOO, VEA, VGSH | 13F-HR | 10/18/2022 | 000108514622003478 |
| Q2 2022 | 147 | 483,173 | AGG, VOO, VGSH, IVV | 13F-HR | 7/22/2022 | 000108514622002539 |
| Q1 2022 | 152 | 570,421 | AGG, VOO, IVV, VGSH | 13F-HR | 4/13/2022 | 000108514622001395 |
| Q4 2021 | 170 | 615,864 | AGG, VOO, IVV, VGSH | 13F-HR | 1/13/2022 | 000108514622000116 |
| Q3 2021 | 173 | 508,618 | SCHX, FNDX, FNDF, SCHP | 13F-HR | 10/7/2021 | 000108514621002683 |
| Q2 2021 | 183 | 508,099 | SCHX, FNDX, FNDF, SCHA | 13F-HR | 8/3/2021 | 000108514621002213 |
| Q1 2021 | 178 | 482,520 | SCHX, FNDX, FNDF, SCHA | 13F-HR | 4/14/2021 | 000108514621001179 |
| Q4 2020 | 185 | 416,995 | VCIT, SCHX, SCHP, SCHA | 13F-HR | 1/14/2021 | 000108514621000112 |
| Q3 2020 | 154 | 325,638 | SCHP, VCIT, SCHX, SCHA | 13F-HR | 10/30/2020 | 000108514620002706 |
| Q2 2020 | 142 | 300,700 | SCHP, VCIT, SCHX, TNC | 13F-HR | 7/28/2020 | 000108514620001905 |
| Q1 2020 | 136 | 241,433 | SCHR, PRF, TNC, VYM | 13F-HR | 4/9/2020 | 000108514620001064 |
| Q4 2019 | 168 | 257,109 | TNC, SCHR, SCHD, VMBS | 13F-HR | 1/29/2020 | 000108514620000320 |
| Q3 2019 | 146 | 214,650 | TNC, SCHR, SCHD, VMBS | 13F-HR | 11/15/2019 | 000108514619003033 |