| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 34 | 65,172 | SCHD, SCHG, BIV, BND | 13F-HR | 11/14/2023 | 000109544923000081 |
| Q2 2023 | 35 | 72,050 | SCHD, SCHG, BIV, BND | 13F-HR | 8/7/2023 | 000109544923000065 |
| Q1 2023 | 33 | 68,481 | SCHD, SCHG, BIV, BND | 13F-HR | 5/8/2023 | 000109544923000037 |
| Q4 2022 | 33 | 66,131 | SCHD, SCHG, BIV, BND | 13F-HR | 1/19/2023 | 000109544923000020 |
| Q3 2022 | 33 | 65,642 | SCHD, SCHG, BND, BIV | RESTATEMENT | 1/18/2023 | 000109544923000018 |
| Q2 2022 | 38 | 82,269 | BSV, SCHD, SCHG, BIV | 13F-HR | 7/20/2022 | 000109544922000082 |
| Q1 2022 | 41 | 96,735 | SCHG, BSV, SCHD, BIV | 13F-HR | 5/10/2022 | 000109544922000038 |
| Q4 2021 | 43 | 102,677 | SCHG, SCHD, BSV, BIV | 13F-HR | 3/30/2022 | 000109544922000027 |