| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 486 | 1,958,513 | SCHD, SCHG, VUG, PJFG | 13F-HR | 8/4/2026 | 000182613626000002 |
| Q1 2026 | 474 | 1,786,583 | SCHD, VUG, JBND, SCHG | 13F-HR | 4/28/2026 | 000117266126001555 |
| Q4 2025 | 474 | 1,728,068 | SCHD, PJFG, SCHG, JBND | 13F-HR | 1/27/2026 | 000117266126000322 |
| Q3 2025 | 445 | 1,673,059 | SCHD, PJFG, SCHG, JBND | 13F-HR | 10/14/2025 | 000117266125004281 |
| Q2 2025 | 419 | 1,547,815 | SCHD, PJFG, JBND, SCHG | 13F-HR | 7/22/2025 | 000117266125002666 |
| Q1 2025 | 414 | 1,440,839 | SCHD, JBND, PJFG, SCHG | 13F-HR | 5/12/2025 | 000117266125001681 |
| Q4 2024 | 411 | 1,449,237 | SCHD, SCHX, PJFG, SCHG | 13F-HR | 2/14/2025 | 000117266125001074 |
| Q3 2024 | 391 | 1,385,779 | SCHD, JBND, SCHX, PJFG | 13F-HR | 11/12/2024 | 000117266124004557 |
| Q2 2024 | 363 | 1,254,913 | SCHD, JBND, PJFG, SCHX | 13F-HR | 8/14/2024 | 000117266124003393 |
| Q1 2024 | 361 | 1,214,221 | SCHX, JBND, SCHD, PJFG | 13F-HR | 4/16/2024 | 000117266124001863 |
| Q4 2023 | 305 | 965,378 | PJFG, BBAG, HCRB, SCHX | 13F-HR | 2/7/2024 | 000117266124000504 |
| Q3 2023 | 277 | 870,691 | BBAG, HCRB, PJFG, SCHX | 13F-HR | 11/3/2023 | 000117266123003599 |
| Q2 2023 | 288 | 881,715 | BBAG, HCRB, PJFG, AAPL | 13F-HR | 8/10/2023 | 000117266123002852 |
| Q1 2023 | 268 | 831,085 | HCRB, BBAG, PJFG, AAPL | 13F-HR | 4/24/2023 | 000117266123001757 |
| Q4 2022 | 260 | 758,084 | BBAG, HCRB, SCHX, LMBS | 13F-HR | 1/30/2023 | 000117266123000352 |
| Q3 2022 | 233 | 680,968 | BBAG, HCRB, SCHX, FPE | 13F-HR | 10/27/2022 | 000160658722002019 |
| Q2 2022 | 242 | 684,489 | HCRB, BBAG, SCHX, FPE | 13F-HR | 8/8/2022 | 000160658722001657 |
| Q1 2022 | 269 | 787,028 | HCRB, BBAG, SCHX, AAPL | 13F-HR | 5/9/2022 | 000160658722001032 |
| Q4 2021 | 255 | 754,879 | BBAG, SCHX, AAPL, HCRB | 13F-HR | 1/26/2022 | 000160658722000128 |
| Q3 2021 | 208 | 554,764 | BBAG, HCRB, SCHX, FBT | 13F-HR | 10/28/2021 | 000108514621002922 |
| Q2 2021 | 203 | 552,986 | BBAG, HCRB, SCHX, FBT | 13F-HR | 7/29/2021 | 000108514621002155 |
| Q1 2021 | 193 | 459,245 | HCRB, SCHX, CHRW, FBT | 13F-HR | 5/12/2021 | 000108514621001588 |
| Q4 2020 | 203 | 572,525 | JAGG, TIP, CHRW, FBT | 13F-HR | 2/2/2021 | 000108514621000382 |