| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 82 | 242,485 | SCHG, SCHB, VIG, SCHV | 13F-HR | 11/12/2024 | 000184414224000004 |
| Q2 2024 | 79 | 220,849 | SCHG, SCHB, VIG, SCHV | 13F-HR | 8/13/2024 | 000184414224000003 |
| Q1 2024 | 81 | 214,739 | SCHG, SCHB, VIG, SCHV | 13F-HR | 5/13/2024 | 000184414224000002 |
| Q4 2023 | 79 | 200,944 | SCHG, VIG, SCHB, SCHV | 13F-HR | 2/12/2024 | 000184414224000001 |
| Q3 2023 | 67 | 163,900 | SCHG, VIG, SCHB, SCHV | 13F-HR | 11/13/2023 | 000184414223000004 |
| Q2 2023 | 67 | 165,713 | SCHG, VIG, SCHB, SCHV | 13F-HR | 8/16/2023 | 000184414223000003 |
| Q1 2023 | 65 | 152,841 | SCHG, VIG, SCHB, SCHV | 13F-HR | 5/12/2023 | 000184414223000002 |
| Q4 2022 | 64 | 142,882 | VIG, SCHB, SCHG, SCHV | 13F-HR | 2/15/2023 | 000184414223000001 |
| Q3 2022 | 57 | 134,482 | SCHB, SCHG, VIG, SCHV | 13F-HR | 11/14/2022 | 000184414222000006 |
| Q2 2022 | 62 | 141,942 | SCHB, VIG, SCHG, SCHV | RESTATEMENT | 8/26/2022 | 000184414222000005 |
| Q1 2022 | 67 | 164,767 | SCHG, SCHB, VIG, SCHV | RESTATEMENT | 4/22/2022 | 000184414222000003 |
| Q4 2021 | 68 | 168,304 | SCHG, SCHB, VIG, SCHV | 13F-HR | 1/21/2022 | 000184414222000001 |
| Q3 2021 | 63 | 156,858 | SCHB, SCHG, VIG, SCHV | 13F-HR | 10/28/2021 | 000184414221000004 |
| Q2 2021 | 64 | 158,384 | SCHB, SCHG, VIG, SCHV | 13F-HR | 7/28/2021 | 000184414221000003 |
| Q1 2021 | 63 | 147,122 | SCHB, VIG, SCHG, SCHV | 13F-HR | 5/11/2021 | 000184414221000002 |
| Q4 2020 | 59 | 137,839 | SCHB, SCHG, VIG, SCHV | 13F-HR | 2/8/2021 | 000184414221000001 |