| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 126 | 360,259 | SPHQ, SCHG, SCHX, VUG | 13F-HR | 4/28/2025 | 000196701825000002 |
| Q4 2024 | 130 | 368,122 | SPHQ, SCHG, SCHX, VUG | 13F-HR | 2/12/2025 | 000196701825000001 |
| Q3 2024 | 127 | 357,026 | SPHQ, SCHG, SCHX, JCPB | 13F-HR | 10/30/2024 | 000196701824000003 |
| Q2 2024 | 132 | 376,086 | SPHQ, SCHG, SCHX, VTI | 13F-HR | 8/13/2024 | 000193495124000007 |
| Q1 2024 | 128 | 370,811 | SPHQ, SCHG, VTI, SCHX | 13F-HR | 5/14/2024 | 000193495124000004 |
| Q4 2023 | 125 | 344,167 | SPHQ, VTI, SCHX, SCHG | 13F-HR | 2/9/2024 | 000154159624000002 |
| Q3 2023 | 443 | 351,428 | SPHQ, SCHX, VTI, SCHG | 13F-HR | 11/8/2023 | 000196701823000003 |
| Q2 2023 | 120 | 322,973 | SCHX, SPHQ, SCHD, SCHG | 13F-HR | 8/2/2023 | 000198227323000002 |
| Q1 2023 | 444 | 323,948 | SCHD, SCHX, VTI, SCHG | 13F-HR | 5/16/2023 | 000196701823000002 |
| Q4 2022 | 121 | 285,282 | SCHD, USFR, SCHX, VTI | 13F-HR | 3/15/2023 | 000196701823000001 |