| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 43 | 154,817 | SCHG, SCHV, SCHX, SCHD | 13F-HR | 11/12/2024 | 000117266124004563 |
| Q2 2024 | 43 | 146,056 | SCHG, SCHV, SCHX, SCHD | 13F-HR | 7/25/2024 | 000117266124002903 |
| Q1 2024 | 41 | 136,853 | SCHG, SCHV, SCHX, SCHD | 13F-HR | 5/13/2024 | 000117266124002184 |
| Q4 2023 | 27 | 116,218 | SCHG, SCHV, SCHX, SCHD | 13F-HR | 2/12/2024 | 000117266124000665 |