| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 177 | 600,018 | AAPL, FNDX, SCHX, SCHF | 13F-HR | 4/23/2025 | 000172554725001451 |
| Q4 2024 | 175 | 591,754 | AAPL, FNDX, SCHX, NVDA | 13F-HR | 1/22/2025 | 000172554725000149 |
| Q3 2024 | 180 | 632,246 | AAPL, FNDX, SCHX, SCHF | 13F-HR | 10/24/2024 | 000172554724006014 |
| Q2 2024 | 163 | 554,688 | AAPL, FNDX, SCHX, SCHF | 13F-HR | 7/19/2024 | 000172554724003395 |
| Q1 2024 | 158 | 541,887 | FNDX, AAPL, SCHX, SCHF | 13F-HR | 5/14/2024 | 000172554724002141 |
| Q4 2023 | 155 | 894,933 | AAPL, FNDX, SCHX, SCHF | 13F-HR | 2/14/2024 | 000172554724000542 |
| Q3 2023 | 154 | 460,883 | AAPL, FNDX, SCHF, SCHX | 13F-HR | 11/6/2023 | 000172554723001735 |
| Q2 2023 | 147 | 469,263 | AAPL, FNDX, SCHF, SCHX | 13F-HR | 8/7/2023 | 000172554723000173 |
| Q1 2023 | 161 | 463,242 | AAPL, SCHF, SCHX, FNDX | 13F-HR | 5/15/2023 | 000172554723000127 |
| Q4 2022 | 145 | 433,993 | AAPL, SCHX, SCHF, FNDX | 13F-HR | 2/10/2023 | 000172554723000055 |
| Q3 2022 | 139 | 392,227 | AAPL, SCHX, FNDX, TMO | 13F-HR | 11/8/2022 | 000172554722000192 |
| Q2 2022 | 164 | 431,265 | AAPL, SCHX, FNDX, TMO | 13F-HR | 8/9/2022 | 000172554722000141 |
| Q1 2022 | 156 | 462,716 | AAPL, SCHX, TMO, SCHF | 13F-HR | 5/9/2022 | 000172554722000084 |
| Q4 2021 | 167 | 481,238 | AAPL, SCHX, TMO, SCHF | 13F-HR | 1/27/2022 | 000172554722000015 |
| Q3 2021 | 172 | 438,908 | SCHX, AAPL, SCHF, TMO | 13F-HR | 11/1/2021 | 000172554721000098 |
| Q2 2021 | 149 | 414,370 | SCHX, AAPL, SCHF, VBR | 13F-HR | 8/2/2021 | 000172554721000071 |
| Q1 2021 | 142 | 371,099 | SCHX, AAPL, SCHF, VBR | 13F-HR | 5/13/2021 | 000172554721000045 |
| Q4 2020 | 152 | 347,689 | AAPL, SCHX, SCHF, TMO | 13F-HR | 2/5/2021 | 000172554721000010 |