| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 736 | 485,709 | SCHX, VTI, IGIB, TLT | RESTATEMENT | 2/29/2024 | 000181535524000008 |
| Q3 2023 | 72 | 411,692 | SCHX, VTI, IGIB, TLT | RESTATEMENT | 11/30/2023 | 000181535523000003 |
| Q2 2023 | 72 | 417,984 | SCHX, VTI, TLT, IGIB | 13F-HR | 9/7/2023 | 000114036123043172 |
| Q1 2023 | 70 | 396,890 | SCHX, SCHP, TLT, VTI | 13F-HR | 9/7/2023 | 000114036123043170 |
| Q4 2022 | 52 | 373,302 | SCHX, SCHP, VTI, SCHV | 13F-HR | 2/10/2023 | 000114036123005920 |
| Q3 2022 | 54 | 320,890 | SCHX, SCHP, ESGU, SCHV | RESTATEMENT | 11/14/2022 | 000114036122041184 |
| Q2 2022 | 55 | 293,243 | SCHX, SCHP, SCHV, ESGU | 13F-HR | 8/9/2022 | 000156761922015313 |
| Q1 2022 | 58 | 313,069 | SCHX, SCHP, SCHV, VTI | 13F-HR | 8/9/2022 | 000156761922015310 |
| Q4 2021 | 62 | 290,994 | SCHX, SCHA, IGIB, SCHV | 13F-HR | 8/9/2022 | 000156761922015304 |