| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 102 | 1,657,738 | SCHB, VTI, SCHF, AGG | 13F-HR | 10/16/2025 | 000181105225000007 |
| Q2 2025 | 96 | 1,471,803 | SCHB, VTI, SCHF, AGG | 13F-HR | 7/16/2025 | 000181105225000006 |
| Q1 2025 | 92 | 1,358,094 | SCHB, VTI, SCHF, AGG | 13F-HR | 4/17/2025 | 000181105225000005 |
| Q4 2024 | 98 | 1,338,050 | SCHB, VTI, AGG, SCHF | 13F-HR | 2/7/2025 | 000181105225000002 |
| Q3 2024 | 93 | 1,364,990 | SCHB, VTI, SCHF, AGG | 13F-HR | 10/22/2024 | 000181105224000008 |
| Q2 2024 | 85 | 1,242,803 | SCHB, VTI, AGG, SCHF | 13F-HR | 7/12/2024 | 000181105224000004 |
| Q1 2024 | 88 | 1,217,144 | SCHB, VTI, SCHF, VEA | 13F-HR | 4/22/2024 | 000181105224000003 |
| Q4 2023 | 88 | 1,147,688 | SCHB, VTI, SCHF, AGG | 13F-HR | 2/6/2024 | 000181105224000002 |
| Q3 2023 | 75 | 1,028,178 | SCHB, VTI, SCHF, AGG | 13F-HR | 11/2/2023 | 000181105223000008 |
| Q2 2023 | 74 | 1,054,603 | SCHB, VTI, SCHF, AGG | 13F-HR | 8/4/2023 | 000181105223000007 |
| Q1 2023 | 73 | 1,011,325 | SCHB, VTI, SCHF, VEA | 13F-HR | 5/3/2023 | 000181105223000006 |
| Q4 2022 | 140 | 963,553 | SCHB, VTI, SCHF, VEA | 13F-HR | 2/27/2023 | 000181105223000004 |