| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 146 | 516,925 | ITOT, SCHV, SCHG, SCHD | 13F-HR | 7/14/2025 | 000204947025000006 |
| Q1 2025 | 139 | 441,709 | SCHV, SCHD, SCHG, ITOT | 13F-HR | 4/21/2025 | 000204947025000004 |
| Q4 2024 | 140 | 414,540 | SCHV, SCHG, SCHD, ITOT | 13F-HR | 1/16/2025 | 000204947025000003 |