| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 957 | 246,689 | SCHB, SCHV, SCHG, MSFT | 13F-HR | 11/14/2024 | 000194443724000005 |
| Q2 2024 | 929 | 222,551 | SCHB, SCHV, SCHG, MSFT | 13F-HR | 8/14/2024 | 000194443724000003 |
| Q1 2024 | 935 | 213,883 | SCHB, SCHV, SCHG, MSFT | 13F-HR | 6/21/2024 | 000194443724000002 |
| Q4 2023 | 1,132 | 204,501 | SCHB, SCHV, SCHG, AAPL | 13F-HR | 2/12/2024 | 000194443724000001 |
| Q3 2023 | 929 | 176,436 | SCHB, SCHV, SCHG, SCHM | 13F-HR | 11/6/2023 | 000194443723000006 |
| Q2 2023 | 911 | 179,053 | SCHB, SCHV, SCHG, SCHM | 13F-HR | 10/12/2023 | 000194443723000005 |
| Q1 2023 | 963 | 164,110 | SCHB, SCHV, SCHG, SCHM | 13F-HR | 10/12/2023 | 000194443723000003 |