| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 20 | 135,043 | SCHX, RSP, SCHP, VTHR | 13F-HR | 7/30/2025 | 000166773125001019 |
| Q1 2025 | 23 | 117,481 | SCHX, VBK, VIOV, SCHP | 13F-HR | 4/10/2025 | 000166773125000403 |
| Q4 2024 | 20 | 114,870 | SCHX, VBK, VIOV, SCHP | 13F-HR | 1/23/2025 | 000166773125000102 |