| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 92 | 257,077 | SCHG, SCHV, IDEV, VTV | 13F-HR | 4/8/2025 | 000166773125000384 |
| Q4 2024 | 91 | 261,300 | SCHG, SCHV, IDEV, VUG | 13F-HR | 1/15/2025 | 000166773125000033 |
| Q3 2024 | 94 | 266,547 | SCHG, SCHV, VTV, IDEV | 13F-HR | 11/6/2024 | 000184437524000004 |
| Q2 2024 | 96 | 246,874 | SCHX, VEA, VUG, VTV | 13F-HR | 7/18/2024 | 000184437524000003 |
| Q1 2024 | 96 | 244,037 | SCHX, VEA, VTV, VUG | 13F-HR | 4/19/2024 | 000184437524000002 |
| Q4 2023 | 90 | 223,127 | SCHX, VEA, VTV, VUG | 13F-HR | 1/10/2024 | 000184437524000001 |
| Q3 2023 | 81 | 205,403 | SCHX, VEA, VTV, VUG | 13F-HR | 10/13/2023 | 000184437523000004 |
| Q2 2023 | 86 | 211,951 | VEA, SCHX, VUG, VTV | 13F-HR | 7/13/2023 | 000184437523000003 |
| Q1 2023 | 82 | 187,429 | VEA, SCHX, VTV, VUG | 13F-HR | 4/13/2023 | 000184437523000002 |
| Q4 2022 | 71 | 169,239 | VEA, SCHX, VTV, VUG | 13F-HR | 1/17/2023 | 000184437523000001 |
| Q3 2022 | 71 | 156,298 | VEA, SCHX, VTV, VUG | 13F-HR | 10/12/2022 | 000184437522000006 |
| Q2 2022 | 73 | 162,638 | VEA, SCHX, VTV, VUG | 13F-HR | 7/18/2022 | 000184437522000005 |
| Q1 2022 | 81 | 180,778 | VEA, SCHX, VTV, VUG | 13F-HR | 4/18/2022 | 000184437522000003 |
| Q4 2021 | 81 | 190,445 | VEA, SCHX, VTV, VUG | 13F-HR | 1/13/2022 | 000184437522000002 |
| Q3 2021 | 75 | 176,328 | VEA, SCHX, VTV, VUG | 13F-HR | 10/13/2021 | 000184437521000004 |
| Q2 2021 | 71 | 171,827 | VEA, SCHX, VUG, VTV | 13F-HR | 7/14/2021 | 000184437521000003 |
| Q1 2021 | 71 | 158,121 | VEA, SCHX, VTV, VUG | 13F-HR | 4/27/2021 | 000184437521000002 |
| Q4 2020 | 67 | 148,251 | VEA, SCHX, VUG, VTV | 13F-HR | 2/8/2021 | 000184437521000001 |