| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 57 | 184,596 | SCHB, VEA, SCHF, CMF | 13F-HR | 10/7/2024 | 000194104024000422 |
| Q2 2024 | 55 | 173,394 | SCHB, VEA, SCHF, CMF | 13F-HR | 7/8/2024 | 000194104024000268 |
| Q1 2024 | 56 | 170,482 | SCHB, VEA, SCHF, CMF | 13F-HR | 4/18/2024 | 000194104024000188 |
| Q4 2023 | 51 | 158,731 | SCHB, VEA, SCHF, CMF | 13F-HR | 1/16/2024 | 000194104024000013 |
| Q3 2023 | 48 | 144,196 | SCHB, VEA, SCHF, CMF | 13F-HR | 10/26/2023 | 000194104023000312 |
| Q2 2023 | 45 | 137,605 | SCHB, VEA, SCHF, CMF | RESTATEMENT | 8/28/2023 | 000194104023000237 |
| Q1 2023 | 46 | 133,332 | SCHB, VEA, SCHF, CMF | 13F-HR | 8/9/2023 | 000194104023000204 |
| Q4 2022 | 43 | 121,651 | SCHB, SCHF, VEA, SCHZ | 13F-HR | 8/11/2023 | 000194104023000213 |