| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 160 | 723,871 | SCHX, IVV, SHY, SCHM | 13F-HR | 2/8/2024 | 000117266124000544 |
| Q3 2023 | 152 | 652,043 | IVV, SCHX, SHY, SCHM | 13F-HR | 11/6/2023 | 000117266123003631 |
| Q2 2023 | 172 | 739,905 | IVV, SCHX, SHY, SCHM | 13F-HR | 7/31/2023 | 000117266123002683 |
| Q1 2023 | 166 | 695,697 | SCHX, IVV, SHY, SCHM | 13F-HR | 5/3/2023 | 000117266123001816 |
| Q4 2022 | 187 | 713,099 | IVV, SCHX, SCHM, BIL | 13F-HR | 2/3/2023 | 000117266123000417 |
| Q3 2022 | 184 | 603,689 | SCHX, IVV, SLQD, SCHM | 13F-HR | 11/8/2022 | 000160658722002187 |
| Q2 2022 | 731 | 519,551 | SCHX, IVV, UNH, SLQD | 13F-HR | 8/8/2022 | 000160658722001638 |
| Q1 2022 | 654 | 577,673 | SCHX, IVV, UNH, MSFT | 13F-HR | 5/6/2022 | 000160658722000987 |
| Q4 2021 | 627 | 579,314 | SCHX, IVV, AMAT, JPM | 13F-HR | 2/9/2022 | 000160658722000440 |
| Q3 2021 | 88 | 217,344 | SCHX, IVV, SLQD, SCHM | 13F-HR | 10/19/2021 | 000160658721001308 |
| Q2 2021 | 92 | 199,343 | SCHX, IVV, SLQD, QLTA | 13F-HR | 7/23/2021 | 000160658721000831 |
| Q1 2021 | 90 | 157,793 | SCHX, IVV, SLQD, SCHM | 13F-HR | 4/29/2021 | 000160658721000488 |
| Q4 2020 | 538 | 138,278 | SCHX, IVV, SLQD, QLTA | 13F-HR | 3/19/2021 | 000160658721000370 |