| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 304 | 1,188,149 | SCHX, SCHD, OSEA, IVV | 13F-HR | 5/15/2025 | 000117266125002087 |
| Q4 2024 | 232 | 1,050,779 | SCHX, SCHD, IVV, OSCV | 13F-HR | 2/10/2025 | 000117266125000602 |
| Q3 2024 | 229 | 910,971 | SCHX, SCHD, IWM, IVV | 13F-HR | 11/14/2024 | 000117266124004885 |