| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 78 | 177,833 | VV, SCHX, CWI, OEF | 13F-HR | 12/19/2024 | 000204786024000028 |
| Q2 2024 | 78 | 177,833 | VV, SCHX, CWI, OEF | 13F-HR | 12/19/2024 | 000204786024000027 |
| Q1 2024 | 81 | 166,922 | VV, IVE, SCHX, CWI | 13F-HR | 12/19/2024 | 000204786024000026 |
| Q4 2023 | 81 | 166,922 | VV, IVE, SCHX, CWI | 13F-HR | 12/19/2024 | 000204786024000025 |
| Q3 2023 | 84 | 152,423 | VV, IVE, FNDX, SCHX | 13F-HR | 12/19/2024 | 000204786024000024 |
| Q2 2023 | 84 | 152,423 | VV, IVE, FNDX, SCHX | 13F-HR | 12/19/2024 | 000204786024000023 |
| Q1 2023 | 81 | 145,254 | VV, IVE, FNDX, CWI | 13F-HR | 12/19/2024 | 000204786024000022 |
| Q4 2022 | 87 | 143,125 | VV, IVE, FNDX, SCHX | 13F-HR | 12/19/2024 | 000204786024000021 |
| 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 |