| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 53 | 148,351 | SCHD, SCHG, JPST, IJR | 13F-HR | 5/7/2025 | 000117266125001600 |
| Q4 2024 | 50 | 151,745 | SCHF, SCHG, SCHD, IJR | 13F-HR | 1/14/2025 | 000117266125000186 |
| Q3 2024 | 54 | 159,599 | SCHF, SCHD, SCHG, JPST | 13F-HR | 10/24/2024 | 000117266124004344 |
| Q2 2024 | 50 | 162,802 | JPST, SCHF, SCHG, SCHD | 13F-HR | 7/30/2024 | 000117266124002981 |
| Q1 2024 | 50 | 162,095 | JPST, SCHF, SCHD, SCHG | 13F-HR | 5/2/2024 | 000117266124001993 |
| Q4 2023 | 46 | 152,027 | JPST, SCHF, SCHD, SCHG | 13F-HR | 1/26/2024 | 000117266124000357 |
| Q3 2023 | 45 | 156,855 | JPST, SCHF, SCHD, SCHG | 13F-HR | 10/25/2023 | 000117266123003493 |
| Q2 2023 | 44 | 147,782 | SCHF, SCHD, SCHG, IJR | 13F-HR | 7/19/2023 | 000117266123002543 |
| Q1 2023 | 43 | 127,070 | SCHF, IBDO, SCHG, SCHD | 13F-HR | 5/2/2023 | 000117266123001779 |
| Q4 2022 | 37 | 112,359 | SCHF, IBDO, SCHD, SCHG | 13F-HR | 1/20/2023 | 000117266123000237 |
| Q3 2022 | 40 | 109,664 | SCHF, IBDO, IBDN, SCHG | 13F-HR | 11/9/2022 | 000160658722002211 |
| Q2 2022 | 41 | 91,862 | IBDO, IBDN, SCHG, SCHD | 13F-HR | 7/18/2022 | 000160658722001334 |
| Q1 2022 | 46 | 95,680 | IBDO, JPST, IBDN, SCHD | 13F-HR | 4/18/2022 | 000160658722000682 |
| Q4 2021 | 50 | 98,723 | IBDO, IBDN, JPST, SCHD | 13F-HR | 2/8/2022 | 000160658722000375 |
| Q3 2021 | 49 | 105,899 | IBDM, IBDN, JPST, SCHD | 13F-HR | 10/15/2021 | 000160658721001290 |
| Q2 2021 | 259 | 111,186 | IBDM, JPST, IBDN, SCHD | 13F-HR | 7/30/2021 | 000160658721000980 |
| Q1 2021 | 234 | 103,499 | IBDM, JPST, IBDN, SCHD | 13F-HR | 4/29/2021 | 000160658721000495 |