| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 101 | 318,362 | SCHD, CGGR, CGCP, QQQM | 13F-HR | 4/11/2025 | 000195175725000289 |
| Q4 2024 | 97 | 293,423 | SCHD, CGGR, CGCP, QQQM | 13F-HR | 1/24/2025 | 000195175725000120 |
| Q3 2024 | 93 | 288,175 | SCHD, CGGR, CGCP, QQQM | 13F-HR | 10/11/2024 | 000195175724001009 |
| Q2 2024 | 84 | 256,899 | SCHD, CGGR, CGCP, QQQM | 13F-HR | 7/12/2024 | 000195175724000487 |
| Q1 2024 | 82 | 247,100 | SCHD, CGGR, CGCP, HEFA | 13F-HR | 4/30/2024 | 000195175724000414 |
| Q4 2023 | 83 | 229,762 | SCHD, HEFA, CGGR, CGCP | 13F-HR | 1/29/2024 | 000195175724000111 |
| Q3 2023 | 82 | 203,022 | SCHD, HEFA, CGGR, CGCP | 13F-HR | 10/24/2023 | 000195175723000600 |
| Q2 2023 | 78 | 189,313 | SCHD, CGGR, CGCP, JPGB | 13F-HR | 7/12/2023 | 000195175723000325 |
| Q1 2023 | 76 | 173,498 | SCHD, CGGR, CGCP, JPGB | 13F-HR | 5/10/2023 | 000195175723000285 |
| Q4 2022 | 76 | 164,758 | SCHD, CGGR, CGCP, FPEI | 13F-HR | 1/27/2023 | 000195175723000079 |
| Q3 2022 | 76 | 131,399 | SCHD, CGGR, JPGB, FPEI | 13F-HR | 10/26/2022 | 000191124422000004 |
| Q2 2022 | 85 | 127,007 | SCHD, JPGB, SCHZ, CGGR | 13F-HR | 7/26/2022 | 000191124422000003 |
| Q1 2022 | 90 | 126,230 | SCHD, SCHZ, SCHM, JPGB | 13F-HR | 5/16/2022 | 000191124422000002 |
| Q4 2021 | 80 | 110,915 | SCHD, SCHZ, SCHM, JPGB | 13F-HR | 2/17/2022 | 000191124422000001 |