| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 324 | 294,204 | SCHB, AVEM, VEA, MUB | 13F-HR | 4/25/2025 | 000190985125000002 |
| Q4 2024 | 284 | 286,928 | SCHB, AVEM, MUB, VEA | 13F-HR | 1/31/2025 | 000190985125000001 |
| Q3 2024 | 271 | 281,380 | SCHB, AVEM, VEA, MUB | 13F-HR | 10/24/2024 | 000190985124000005 |
| Q2 2024 | 221 | 253,336 | SCHB, AVEM, VEA, MUB | 13F-HR | 7/30/2024 | 000190985124000004 |
| Q1 2024 | 216 | 242,276 | SCHB, AVEM, MUB, VEA | 13F-HR | 4/23/2024 | 000190985124000002 |
| Q4 2023 | 288 | 228,235 | SCHB, AVEM, MUB, VEA | 13F-HR | 1/29/2024 | 000190985124000001 |
| Q3 2023 | 179 | 195,602 | SCHB, AVEM, VEA, MUB | 13F-HR | 10/18/2023 | 000190985123000004 |
| Q2 2023 | 173 | 187,287 | SCHB, VEA, MUB, SLYV | 13F-HR | 7/25/2023 | 000190985123000003 |
| Q1 2023 | 294 | 167,690 | SCHB, MUB, VEA, SPY | 13F-HR | 4/25/2023 | 000190985123000002 |
| Q4 2022 | 171 | 146,666 | SCHB, MUB, VEA, SPY | 13F-HR | 2/1/2023 | 000190985123000001 |
| Q3 2022 | 216 | 125,479 | SCHB, MUB, SPY, SLYV | 13F-HR | 10/31/2022 | 000190985122000004 |
| Q2 2022 | 309 | 129,106 | SCHB, MUB, VEA, SLYV | 13F-HR | 7/20/2022 | 000190985122000003 |
| Q1 2022 | 146 | 132,340 | SCHB, VEA, SLYV, REET | 13F-HR | 4/19/2022 | 000190985122000002 |
| Q4 2021 | 229 | 130,501 | SCHB, VEA, REET, SLYV | 13F-HR | 2/10/2022 | 000190985122000001 |