| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 105 | 452,369 | SCHX, HTRB, SPAB, IVV | 13F-HR | 11/14/2024 | 000179996424000006 |
| Q2 2024 | 102 | 353,957 | SCHX, IVV, JAAA, VEU | 13F-HR | 11/18/2024 | 000204432424000006 |
| Q1 2024 | 103 | 284,284 | SCHX, IVV, VEU, MMIN | 13F-HR | 11/18/2024 | 000204432424000005 |
| Q4 2023 | 98 | 264,956 | SCHX, IVV, VEU, MMIN | 13F-HR | 11/19/2024 | 000204432424000010 |
| Q3 2023 | 93 | 250,306 | SCHX, IVV, MMIN, VEU | 13F-HR | 11/19/2024 | 000204432424000009 |
| Q2 2023 | 89 | 231,597 | SCHX, IVV, MMIN, VEU | 13F-HR | 11/19/2024 | 000204432424000008 |
| Q1 2023 | 76 | 204,956 | IVV, SCHX, MMIN, HDV | 13F-HR | 11/19/2024 | 000204432424000007 |
| Q4 2022 | 80 | 187,231 | IVV, SCHX, MMIN, HDV | 13F-HR | 11/19/2024 | 000204432424000014 |
| Q3 2022 | 59 | 130,524 | IVV, SCHX, HDV, MMIN | 13F-HR | 11/19/2024 | 000204432424000013 |
| Q2 2022 | 70 | 140,452 | IVV, SCHX, HDV, MMIN | 13F-HR | 11/19/2024 | 000204432424000012 |
| Q1 2022 | 64 | 144,131 | IVV, SCHX, HDV, GBIL | 13F-HR | 11/19/2024 | 000204432424000011 |
| Q4 2021 | 55 | 131,659 | IVV, SCHX, HDV, GBIL | 13F-HR | 11/19/2024 | 000204432424000015 |