| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 293 | 337,662 | SCHH, SCHM, SCHX, BSV | 13F-HR | 11/4/2024 | 000183100324000006 |
| Q2 2024 | 299 | 273,611 | MSFT, SCHH, SCHX, SCHM | 13F-HR | 8/1/2024 | 000183100324000004 |
| Q1 2024 | 294 | 280,461 | MSFT, SCHH, SCHM, SCHX | 13F-HR | 5/9/2024 | 000183100324000002 |
| Q4 2023 | 295 | 260,436 | MSFT, SCHH, SCHM, SCHX | 13F-HR | 2/5/2024 | 000183100324000001 |
| Q3 2023 | 296 | 236,815 | SCHX, MSFT, SCHM, SCHH | 13F-HR | 11/3/2023 | 000183100323000004 |
| Q2 2023 | 305 | 250,123 | SCHX, MSFT, SCHH, SCHM | 13F-HR | 8/2/2023 | 000183100323000003 |
| Q1 2023 | 298 | 238,319 | SCHH, SCHX, SCHM, SCHO | 13F-HR | 5/2/2023 | 000183100323000002 |
| Q4 2022 | 293 | 225,020 | SCHH, SCHX, SCHM, SCHF | 13F-HR | 2/6/2023 | 000183100323000001 |
| Q3 2022 | 294 | 213,633 | SCHH, SCHX, SCHM, SCHF | 13F-HR | 11/9/2022 | 000183100322000004 |
| Q2 2022 | 299 | 247,461 | SCHH, SCHF, SCHM, SCHX | 13F-HR | 8/3/2022 | 000183100322000003 |
| Q1 2022 | 300 | 273,634 | SCHH, SCHF, SCHX, SCHM | 13F-HR | 5/2/2022 | 000183100322000002 |
| Q4 2021 | 300 | 279,544 | SCHF, SCHX, SCHH, FLRN | 13F-HR | 1/31/2022 | 000183100322000001 |
| Q3 2021 | 293 | 269,318 | SCHF, SCHP, FLRN, SCHE | 13F-HR | 11/2/2021 | 000183100321000004 |
| Q2 2021 | 295 | 269,122 | SCHF, SCHE, SCHP, FLRN | 13F-HR | 8/3/2021 | 000183100321000003 |
| Q1 2021 | 319 | 288,422 | SCHF, SCHE, SCHH, SCHP | 13F-HR | 5/27/2021 | 000183100321000002 |
| Q4 2020 | 300 | 255,136 | SCHF, SCHE, SCHP, SCHH | 13F-HR | 2/3/2021 | 000183100321000001 |
| Q3 2020 | 307 | 220,842 | SCHF, SCHE, SCHP, FLRN | 13F-HR | 11/9/2020 | 000183100320000001 |