| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| 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 |