| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 299 | 1,566,329 | IVV, SHV, AGG, IDEV | RESTATEMENT | 2/5/2026 | 000204008426000001 |
| Q2 2025 | 298 | 1,513,663 | IVV, SHV, AGG, IDEV | 13F-HR | 8/11/2025 | 000108514625004821 |
| Q1 2025 | 277 | 1,261,538 | IVV, SHV, AGG, IDEV | 13F-HR | 5/13/2025 | 000108514625003012 |
| Q4 2024 | 292 | 1,266,542 | IVV, SHV, AGG, IDEV | 13F-HR | 2/13/2025 | 000108514625001289 |
| Q3 2024 | 284 | 1,235,324 | IVV, SHV, AGG, IDEV | 13F-HR | 2/13/2025 | 000108514625001288 |
| Q2 2024 | 277 | 1,193,464 | IVV, SHV, AGG, IDEV | 13F-HR | 2/13/2025 | 000108514625001287 |
| Q1 2024 | 279 | 1,160,387 | IVV, SHV, AGG, IDEV | 13F-HR | 2/13/2025 | 000108514625001286 |
| Q4 2023 | 244 | 590,759 | SPLG, SCHD, VONG, AGG | 13F-HR | 2/13/2025 | 000108514625001285 |
| Q3 2023 | 226 | 523,533 | SPLG, VONG, SCHD, AGG | 13F-HR | 2/13/2025 | 000108514625001284 |
| Q2 2023 | 230 | 536,191 | SPLG, IDEV, AGG, VONG | 13F-HR | 2/13/2025 | 000108514625001283 |
| Q1 2023 | 243 | 502,503 | SPLG, IDEV, AGG, SCHD | 13F-HR | 2/13/2025 | 000108514625001281 |
| Q4 2022 | 240 | 455,332 | SPLG, IDEV, AGG, SCHD | 13F-HR | 2/13/2025 | 000108514625001280 |
| Q3 2022 | 219 | 405,987 | SCHX, SCHZ, SCHD, FBND | 13F-HR | 2/13/2025 | 000108514625001279 |
| Q2 2022 | 231 | 394,569 | SCHX, SCHZ, SCHD, SCHF | 13F-HR | 2/13/2025 | 000108514625001278 |
| Q1 2022 | 223 | 422,430 | SCHX, SCHZ, SCHF, VOO | 13F-HR | 2/13/2025 | 000108514625001277 |
| Q4 2021 | 148 | 279,496 | SCHX, SCHZ, SCHF, VOO | 13F-HR | 2/13/2025 | 000108514625001276 |
| Q3 2021 | 138 | 245,509 | SCHX, SCHZ, SCHF, VOO | 13F-HR | 2/13/2025 | 000108514625001275 |
| Q2 2021 | 135 | 259,106 | SCHX, SCHZ, SCHF, VOO | 13F-HR | 2/13/2025 | 000108514625001274 |
| Q1 2021 | 124 | 230,119 | SCHX, SCHZ, SCHG, VOO | 13F-HR | 2/13/2025 | 000108514625001273 |
| Q4 2020 | 115 | 161,803 | SCHX, VOO, SCHF, SCHZ | 13F-HR | 2/13/2025 | 000108514625001272 |
| Q3 2020 | 111 | 151,699 | SCHX, BSJL, SCHZ, CWB | 13F-HR | 2/13/2025 | 000108514625001271 |
| Q2 2020 | 101 | 136,719 | SCHX, BSJL, AGG, SCHZ | 13F-HR | 2/13/2025 | 000108514625001270 |
| Q1 2020 | 83 | 102,211 | SCHX, BSJL, AGG, SCHZ | 13F-HR | 2/13/2025 | 000108514625001269 |
| Q4 2019 | 87 | 107,521 | SCHX, AGG, SCHZ, SCHF | 13F-HR | 2/13/2025 | 000108514625001268 |