| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,056 | 559,708 | SCHD, FNDF, VOO, VGT | 13F-HR | 4/10/2024 | 000180208424000002 |
| Q4 2023 | 1,044 | 512,844 | SCHD, FNDF, VOO, VGT | 13F-HR | 1/16/2024 | 000180208424000001 |
| Q3 2023 | 225 | 438,329 | SCHD, FNDF, VOO, VGT | 13F-HR | 10/11/2023 | 000180208423000004 |
| Q2 2023 | 1,011 | 476,723 | SCHD, FNDF, VOO, VGT | 13F-HR | 7/10/2023 | 000180208423000003 |
| Q1 2023 | 977 | 447,831 | SCHD, FNDF, VOO, DFAC | 13F-HR | 4/26/2023 | 000180208423000002 |
| Q4 2022 | 945 | 412,359 | SCHD, FNDF, VOO, IVV | 13F-HR | 2/21/2023 | 000180208423000001 |
| Q3 2022 | 902 | 368,376 | SCHD, FNDF, IVV, VGT | 13F-HR | 11/22/2022 | 000180208422000004 |
| Q2 2022 | 926 | 367,728 | SCHD, DFAI, IVV, DFAC | 13F-HR | 7/11/2022 | 000180208422000003 |
| Q1 2022 | 966 | 418,135 | SCHD, IEFA, IVV, VGT | 13F-HR | 4/22/2022 | 000180208422000002 |
| Q4 2021 | 910 | 401,911 | SCHD, IEFA, IVV, VGT | 13F-HR | 1/24/2022 | 000180208422000001 |
| Q3 2021 | 360 | 138,415 | IVV, SCHD, VOO, SCHX | 13F-HR | 10/12/2021 | 000180208421000005 |
| Q2 2021 | 951 | 351,365 | SCHD, IEFA, IVV, VGT | 13F-HR | 7/13/2021 | 000180208421000003 |
| Q1 2021 | 791 | 263,489 | SCHD, IEFA, IVV, VGT | 13F-HR | 4/14/2021 | 000180208421000002 |
| Q4 2020 | 356 | 162,815 | IVV, SCHD, VOO, VGT | 13F-HR | 1/15/2021 | 000180208421000001 |
| Q3 2020 | 360 | 138,415 | IVV, SCHD, VOO, SCHX | 13F-HR | 10/27/2020 | 000180208420000008 |
| Q2 2020 | 322 | 121,632 | IVV, SCHD, VOO, SCHX | 13F-HR | 7/31/2020 | 000180208420000007 |
| Q1 2020 | 304 | 98,490 | IVV, VOO, SCHD, IEFA | 13F-HR | 5/28/2020 | 000180208420000005 |
| Q4 2019 | 79 | 108,502 | IVV, SCHD, IEFA, VOO | 13F-HR | 2/18/2020 | 000180208420000003 |