| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 45 | 194,374 | SCHV, SCHG, VEA, DFCF | 13F-HR | 11/4/2024 | 000195175724001169 |
| Q2 2024 | 49 | 180,036 | SCHX, VEA, BND, VWO | 13F-HR | 8/9/2024 | 000195175724000723 |
| Q1 2024 | 48 | 168,067 | VEA, SCHX, BND, VWO | 13F-HR | 4/29/2024 | 000195175724000391 |
| Q4 2023 | 46 | 149,094 | SCHX, VEA, BND, VUG | 13F-HR | 2/6/2024 | 000195175724000216 |
| Q3 2023 | 43 | 137,457 | SCHX, VEA, BND, VWO | 13F-HR | 11/7/2023 | 000195175723000686 |
| Q2 2023 | 42 | 136,062 | SCHX, VEA, BND, VWO | 13F-HR | 8/8/2023 | 000195175723000493 |
| Q1 2023 | 43 | 133,103 | SCHX, VEA, BND, VWO | 13F-HR | 5/15/2023 | 000195175723000309 |
| Q4 2022 | 44 | 122,423 | SCHX, VEA, BND, VWO | 13F-HR | 2/14/2023 | 000191038923000001 |
| Q3 2022 | 40 | 110,171 | SCHX, VEA, BND, MUB | 13F-HR | 11/14/2022 | 000191038922000004 |
| Q2 2022 | 38 | 117,080 | SCHX, VEA, BND, MUB | 13F-HR | 8/15/2022 | 000191038922000003 |
| Q1 2022 | 173 | 125,381 | SCHX, VEA, BND, VUG | 13F-HR | 5/10/2022 | 000191038922000002 |
| Q4 2021 | 36 | 116,269 | SCHX, VEA, BND, VWO | 13F-HR | 2/14/2022 | 000191038922000001 |