| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 169 | 267,799 | SCHX, SCHV, SCHF, AAPL | 13F-HR | 1/30/2024 | 000139834424001358 |
| Q3 2023 | 178 | 250,734 | SCHX, SCHV, AAPL, SCHF | 13F-HR | 10/19/2023 | 000139834423019416 |
| Q2 2023 | 180 | 265,549 | AAPL, SCHV, SCHX, SCHF | 13F-HR | 8/4/2023 | 000139834423014075 |
| Q1 2023 | 185 | 250,700 | SCHV, SCHX, AAPL, SCHF | 13F-HR | 5/9/2023 | 000139834423009241 |
| Q4 2022 | 179 | 228,406 | SCHV, SCHX, SCHF, AAPL | 13F-HR | 1/26/2023 | 000139834423001091 |
| Q3 2022 | 177 | 213,827 | SCHV, SCHX, AAPL, SCHF | 13F-HR | 11/14/2022 | 000139834422021993 |
| Q2 2022 | 182 | 222,372 | SCHV, SCHX, AAPL, SCHF | 13F-HR | 7/20/2022 | 000139834422013618 |
| Q1 2022 | 186 | 256,174 | SCHV, SCHX, AAPL, SCHF | 13F-HR | 4/21/2022 | 000139834422007620 |
| Q4 2021 | 182 | 261,496 | SCHV, SCHX, AAPL, SCHG | 13F-HR | 2/4/2022 | 000139834422002067 |
| Q3 2021 | 178 | 240,540 | SCHV, SCHX, AAPL, SCHF | 13F-HR | 11/1/2021 | 000139834421020703 |
| Q2 2021 | 179 | 236,493 | SCHV, SCHX, AAPL, SCHG | 13F-HR | 7/20/2021 | 000139834421014562 |
| Q1 2021 | 175 | 216,770 | SCHV, SCHX, SCHF, AAPL | 13F-HR | 4/26/2021 | 000139834421008522 |
| Q4 2020 | 171 | 194,184 | SCHV, AAPL, SCHG, SCHF | 13F-HR | 2/5/2021 | 000139834421002476 |
| Q3 2020 | 169 | 160,455 | SCHV, AAPL, SCHG, SCHF | 13F-HR | 10/22/2020 | 000139834420020487 |
| Q2 2020 | 160 | 140,510 | SCHV, SCHG, SCHF, AAPL | 13F-HR | 7/29/2020 | 000139834420014612 |
| Q1 2020 | 155 | 106,299 | SCHV, SCHG, SCHF, AAPL | RESTATEMENT | 7/29/2020 | 000139834420014605 |
| Q4 2019 | 163 | 135,979 | SCHV, SCHF, SCHG, AAPL | 13F-HR | 2/14/2020 | 000139834420003517 |