| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 235 | 311,701 | VOO, SCHX, BSCP, BSCO | 13F-HR | 4/10/2024 | 000179817224000003 |
| Q4 2023 | 220 | 271,558 | SCHX, VOO, BSCO, BSCP | 13F-HR | 1/11/2024 | 000179817224000001 |
| Q3 2023 | 198 | 240,306 | SCHX, VOO, BSCO, BSCP | 13F-HR | 10/12/2023 | 000176806523000007 |
| Q2 2023 | 113 | 136,937 | BSCO, BSCN, BSCP, VCSH | 13F-HR | 7/19/2023 | 000176708023000004 |
| Q1 2023 | 159 | 221,339 | SCHX, PG, VOO, BSCN | 13F-HR | 4/10/2023 | 000179817223000003 |
| Q4 2022 | 191 | 238,874 | VOO, SCHX, SCHD, BSCN | 13F-HR | 1/10/2023 | 000179817223000001 |
| Q3 2022 | 178 | 212,519 | VOO, SCHX, SCHD, BSCM | 13F-HR | 10/7/2022 | 000179817222000003 |
| Q2 2022 | 175 | 225,099 | VOO, PG, SCHX, SCHD | 13F-HR | 7/29/2022 | 000176372222000007 |
| Q1 2022 | 188 | 241,440 | VOO, SCHX, SCHD, BSCM | 13F-HR | 4/28/2022 | 000179817222000002 |
| Q4 2021 | 198 | 278,658 | VOO, SCHX, PG, SCHD | 13F-HR | 1/18/2022 | 000179817222000001 |
| Q3 2021 | 172 | 235,680 | VOO, SCHX, SCHD, BSCL | 13F-HR | 10/25/2021 | 000179817221000003 |
| Q2 2021 | 154 | 188,140 | SCHX, BSCL, SCHD, BSCM | 13F-HR | 7/21/2021 | 000176708021000006 |
| Q1 2021 | 156 | 210,708 | VOO, SCHX, BSCL, SCHD | 13F-HR | 4/28/2021 | 000179817221000002 |
| Q4 2020 | 145 | 192,563 | VOO, SCHX, BSCL, SCHD | 13F-HR | 1/21/2021 | 000179817221000001 |
| Q3 2020 | 128 | 176,901 | VOO, BSCK, SCHX, BSCL | 13F-HR | 10/23/2020 | 000179817220000004 |
| Q2 2020 | 125 | 166,944 | VOO, BSCK, SCHX, BSCL | 13F-HR | 7/21/2020 | 000179817220000003 |
| Q1 2020 | 107 | 142,748 | VOO, BSCK, BSCL, BSJK | 13F-HR | 4/10/2020 | 000179817220000002 |
| Q4 2019 | 113 | 150,054 | VOO, BSCK, BSCL, BSJK | 13F-HR | 2/10/2020 | 000179817220000001 |