| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 27 | 121,719 | SCHD, SPSB, AGG, SCHP | 13F-HR | 4/11/2024 | 000117266124001825 |
| Q4 2023 | 24 | 96,710 | SCHD, SPSB, STIP, SCHP | 13F-HR | 1/9/2024 | 000117266124000109 |
| Q3 2023 | 22 | 102,909 | SPSB, SCHD, STIP, SCHP | 13F-HR | 10/11/2023 | 000117266123003380 |
| Q2 2023 | 24 | 101,223 | SPSB, SCHD, STIP, SCHP | 13F-HR | 7/11/2023 | 000117266123002484 |
| Q1 2023 | 24 | 97,025 | SPSB, SCHD, STIP, SCHP | 13F-HR | 5/10/2023 | 000117266123001941 |
| Q4 2022 | 24 | 97,025 | SPSB, SCHD, STIP, SCHP | 13F-HR | 6/14/2023 | 000117266123002374 |
| Q3 2022 | 20 | 107,026 | SCHP, SPSB, SCHD, STIP | 13F-HR | 6/6/2023 | 000117266123002364 |
| Q2 2022 | 25 | 102,717 | SCHP, SCHD, GNMA, VXUS | 13F-HR | 6/6/2023 | 000117266123002363 |
| Q1 2022 | 26 | 108,918 | SCHP, SCHD, GNMA, VXUS | 13F-HR | 6/6/2023 | 000117266123002362 |