| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 69 | 183,264 | SCHF, SCHB, MTUM, IEI | 13F-HR | 1/26/2024 | 000191231424000001 |
| Q3 2023 | 68 | 162,974 | SCHF, SCHB, IEI, MTUM | 13F-HR | 11/14/2023 | 000191231423000004 |
| Q2 2023 | 67 | 165,759 | SCHF, SCHB, IEI, MTUM | 13F-HR | 8/7/2023 | 000191231423000003 |
| Q1 2023 | 75 | 168,589 | SCHF, SCHB, MTUM, SCHD | 13F-HR | 4/20/2023 | 000191231423000002 |
| Q4 2022 | 74 | 157,219 | SCHD, SCHF, SCHB, MTUM | 13F-HR | 2/1/2023 | 000191231423000001 |
| Q3 2022 | 74 | 145,653 | SCHF, SCHB, MTUM, SCHM | 13F-HR | 11/14/2022 | 000191231422000004 |
| Q2 2022 | 60 | 136,741 | SCHB, SCHF, MTUM, SCHE | 13F-HR | 8/12/2022 | 000191231422000003 |
| Q1 2022 | 63 | 156,207 | SCHB, SCHF, MTUM, SCHM | 13F-HR | 5/16/2022 | 000191231422000002 |
| Q4 2021 | 66 | 170,341 | SCHB, MTUM, SCHF, SCHM | 13F-HR | 2/22/2022 | 000191231422000001 |