| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 80 | 183,539 | VV, SCHX, OEF, IWL | 13F-HR | 1/24/2025 | 000204786025000009 |
| Q3 2024 | 79 | 186,602 | VV, SCHX, CWI, IWL | RESTATEMENT | 1/8/2025 | 000204786025000008 |
| Q2 2024 | 78 | 176,157 | VV, SCHX, CWI, OEF | RESTATEMENT | 1/8/2025 | 000204786025000007 |
| Q1 2024 | 77 | 175,127 | VV, SCHX, IVE, CWI | RESTATEMENT | 1/8/2025 | 000204786025000006 |
| Q4 2023 | 81 | 165,829 | VV, IVE, SCHX, CWI | RESTATEMENT | 1/8/2025 | 000204786025000005 |
| Q3 2023 | 77 | 151,063 | VV, IVE, SCHX, CWI | RESTATEMENT | 1/8/2025 | 000204786025000004 |
| Q2 2023 | 91 | 152,602 | VV, IVE, FNDX, SCHX | RESTATEMENT | 1/8/2025 | 000204786025000003 |
| Q1 2023 | 87 | 145,423 | VV, IVE, FNDX, CWI | RESTATEMENT | 1/8/2025 | 000204786025000002 |
| Q4 2022 | 91 | 143,234 | VV, IVE, FNDX, SCHX | RESTATEMENT | 1/8/2025 | 000204786025000001 |
| Q3 2022 | 92 | 132,274 | VV, IVE, SCHX, FNDX | 13F-HR | 12/19/2024 | 000204786024000020 |
| Q2 2022 | 115 | 136,145 | VV, IVE, SCHX, FNDX | 13F-HR | 12/19/2024 | 000204786024000019 |
| Q1 2022 | 115 | 164,594 | VV, SCHX, IVE, FNDX | 13F-HR | 12/19/2024 | 000204786024000018 |
| Q4 2021 | 115 | 195,576 | SCHX, VV, IVE, FNDX | 13F-HR | 12/19/2024 | 000204786024000017 |
| Q3 2021 | 117 | 185,516 | SCHX, VV, IVE, FNDX | 13F-HR | 12/19/2024 | 000204786024000016 |
| Q2 2021 | 250 | 187,304 | SCHX, VV, IVE, CWI | 13F-HR | 12/19/2024 | 000204786024000015 |
| Q1 2021 | 105 | 182,054 | SCHX, VV, IVE, SCHG | 13F-HR | 12/19/2024 | 000204786024000014 |
| Q4 2020 | 115 | 175,326 | SCHX, VV, SCHG, VUG | 13F-HR | 12/19/2024 | 000204786024000013 |
| Q3 2020 | 111 | 156,607 | SCHX, VV, SCHG, VUG | 13F-HR | 12/19/2024 | 000204786024000012 |
| Q2 2020 | 79 | 147,334 | SCHX, VV, SCHG, VUG | 13F-HR | 12/19/2024 | 000204786024000011 |
| Q1 2020 | 81 | 125,921 | SCHX, VV, CWI, SCHG | 13F-HR | 12/19/2024 | 000204786024000010 |
| Q4 2019 | 64 | 152,273 | SCHX, VV, EFA, CWI | 13F-HR | 12/19/2024 | 000204786024000009 |
| Q3 2019 | 73 | 148,291 | SCHX, VV, EFA, CWI | 13F-HR | 12/19/2024 | 000204786024000008 |
| Q2 2019 | 72 | 147,296 | SCHX, VV, EFA, CWI | 13F-HR | 12/19/2024 | 000204786024000007 |
| Q1 2019 | 69 | 132,780 | SCHX, VV, CWI, SCHF | 13F-HR | 12/19/2024 | 000204786024000006 |
| Q4 2018 | 70 | 113,817 | SCHX, VV, CWI, SCHF | 13F-HR | 12/19/2024 | 000204786024000005 |
| Q3 2018 | 63 | 128,665 | SCHX, VV, CWI, SCHF | 13F-HR | 12/19/2024 | 000204786024000004 |
| Q2 2018 | 75 | 126,315 | SCHX, VV, CWI, SCHF | 13F-HR | 12/19/2024 | 000204786024000003 |
| Q1 2018 | 65 | 116,835 | SCHX, VV, CWI, SCHF | 13F-HR | 12/19/2024 | 000204786024000002 |
| Q4 2017 | 72 | 117,137 | SCHX, VV, CWI, SCHF | 13F-HR | 12/19/2024 | 000204786024000001 |