| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 45 | 360,172 | SCHR, VGSH, SCHG, VUG | 13F-HR | 4/17/2025 | 000108514625002184 |
| Q4 2024 | 52 | 364,344 | SCHR, VGSH, SCHG, VUG | 13F-HR | 1/21/2025 | 000108514625000363 |
| Q3 2024 | 49 | 359,745 | SCHR, VGSH, SCHG, VUG | 13F-HR | 10/24/2024 | 000108514624005139 |
| Q2 2024 | 49 | 334,098 | VGSH, SCHR, SCHG, VUG | 13F-HR | 7/12/2024 | 000108514624002925 |
| Q1 2024 | 45 | 324,783 | VGSH, SCHR, SCHG, VUG | 13F-HR | 4/11/2024 | 000108514624001710 |
| Q4 2023 | 45 | 309,003 | VGSH, SCHR, SCHG, VUG | 13F-HR | 1/19/2024 | 000108514624000368 |
| Q3 2023 | 44 | 283,708 | VGSH, SCHR, SCHG, VUG | 13F-HR | 10/23/2023 | 000108514623003867 |
| Q2 2023 | 45 | 290,490 | VGSH, SCHG, SCHR, VUG | 13F-HR | 7/20/2023 | 000108514623002792 |
| Q1 2023 | 43 | 275,245 | VGSH, SCHR, SCHG, VUG | 13F-HR | 5/11/2023 | 000108514623002261 |
| Q4 2022 | 43 | 257,854 | VGSH, SCHR, VTV, SCHG | 13F-HR | 1/23/2023 | 000108514623000325 |
| Q3 2022 | 44 | 253,236 | VGSH, SCHR, SCHG, VTV | 13F-HR | 10/18/2022 | 000108514622003494 |
| Q2 2022 | 43 | 262,020 | VGSH, SCHR, SCHG, VUG | 13F-HR | 7/18/2022 | 000108514622002419 |
| Q1 2022 | 43 | 289,494 | VGSH, VCSH, SCHG, VUG | 13F-HR | 4/18/2022 | 000108514622001436 |
| Q4 2021 | 40 | 301,294 | VGSH, VCSH, SCHG, VUG | 13F-HR | 2/8/2022 | 000108514622000655 |
| Q3 2021 | 40 | 285,782 | VGSH, VCSH, SCHG, VUG | 13F-HR | 11/15/2021 | 000108514621003319 |
| Q2 2021 | 39 | 285,063 | VGSH, VCSH, SCHG, VUG | 13F-HR | 7/16/2021 | 000108514621002006 |
| Q1 2021 | 37 | 264,939 | VGSH, VCSH, SCHG, VUG | 13F-HR | 5/17/2021 | 000108514621001779 |