| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 131 | 208,365 | BIV, IQLT, SCHX, SCHG | 13F-HR | 10/24/2024 | 000108514624005131 |
| Q2 2024 | 126 | 195,556 | BIV, ITOT, IQLT, SCHX | 13F-HR | 7/30/2024 | 000108514624003338 |
| Q1 2024 | 126 | 193,404 | BIV, ITOT, IQLT, SCHX | 13F-HR | 4/26/2024 | 000108514624002084 |
| Q4 2023 | 122 | 179,398 | ITOT, BIV, SCHG, SCHX | 13F-HR | 1/19/2024 | 000108514624000347 |
| Q3 2023 | 115 | 162,948 | BIV, ITOT, SCHG, IQLT | 13F-HR | 10/19/2023 | 000108514623003815 |
| Q2 2023 | 119 | 167,322 | ITOT, BIV, SCHM, SCHG | 13F-HR | 7/21/2023 | 000108514623002820 |
| Q1 2023 | 122 | 160,632 | BIV, SCHD, IEI, DGRW | 13F-HR | 4/20/2023 | 000108514623001798 |
| Q4 2022 | 122 | 152,868 | BIV, SCHD, SCHM, DGRW | 13F-HR | 1/25/2023 | 000108514623000383 |
| Q3 2022 | 122 | 138,219 | BIV, IEI, SHY, SCHD | 13F-HR | 10/31/2022 | 000108514622003684 |
| Q2 2022 | 128 | 145,509 | IQLT, BIV, IEI, SCHD | 13F-HR | 8/8/2022 | 000108514622002870 |
| Q1 2022 | 149 | 161,458 | IQLT, AAPL, SCHD, SCHX | 13F-HR | 5/16/2022 | 000184870422000002 |
| Q4 2021 | 151 | 161,377 | IQLT, AAPL, SCHD, SCHX | 13F-HR | 2/11/2022 | 000184870422000001 |
| Q3 2021 | 134 | 135,501 | IQLT, SCHM, SCHD, SCHX | 13F-HR | 11/15/2021 | 000184870421000003 |
| Q2 2021 | 136 | 214,810 | USMV, IQLT, SCHD, SCHM | 13F-HR | 8/16/2021 | 000184870421000002 |
| Q1 2021 | 131 | 182,013 | INTC, SCHM, SCHD, IQLT | 13F-HR | 5/17/2021 | 000184870421000001 |