| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 317 | 125,442 | SCHB, SCHD, SCHF, SCHA | 13F-HR | 4/11/2025 | 000181180625000004 |
| Q4 2024 | 315 | 122,759 | SCHB, SCHD, SCHF, SCHA | 13F-HR | 1/17/2025 | 000181180625000003 |
| Q3 2024 | 335 | 126,423 | SCHB, SCHD, SCHF, SCHA | 13F-HR | 10/1/2024 | 000181180624000004 |
| Q2 2024 | 318 | 115,091 | SCHB, SCHD, SCHF, SCHA | 13F-HR | 7/2/2024 | 000181180624000003 |
| Q1 2024 | 293 | 112,170 | SCHB, SCHD, SCHF, SCHA | 13F-HR | 4/5/2024 | 000181180624000002 |
| Q4 2023 | 298 | 104,174 | SCHB, SCHD, SCHF, SCHA | 13F-HR | 2/14/2024 | 000181180624000001 |
| Q2 2020 | 274 | 54,093 | SCHB, VTI, SCHD, AAPL | 13F-HR | 7/29/2020 | 000181180620000003 |
| Q1 2020 | 270 | 47,107 | SCHB, ICSH, VTI, SCHD | 13F-HR | 5/13/2020 | 000181180620000002 |