| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 544 | 370,870 | SCHK, FBND, TOTL, VTI | 13F-HR | 8/7/2026 | 000214578226000016 |
| Q1 2026 | 514 | 337,222 | SCHK, FBND, TOTL, VTI | 13F-HR | 8/7/2026 | 000214578226000015 |
| Q4 2025 | 537 | 337,308 | SCHK, FBND, TOTL, VTI | 13F-HR | 8/7/2026 | 000214578226000014 |
| Q3 2025 | 539 | 317,229 | SCHK, FBND, TOTL, VTI | 13F-HR | 8/7/2026 | 000214578226000013 |
| Q2 2025 | 500 | 298,369 | SCHK, FBND, TOTL, VTI | 13F-HR | 8/7/2026 | 000214578226000012 |
| Q1 2025 | 480 | 268,900 | SCHK, FBND, VTI, TOTL | 13F-HR | 8/7/2026 | 000214578226000011 |
| Q4 2024 | 474 | 250,406 | SCHK, FBND, TOTL, VTI | 13F-HR | 8/7/2026 | 000214578226000010 |
| Q3 2024 | 379 | 194,997 | SCHK, FBND, TOTL, DGRW | 13F-HR | 8/7/2026 | 000214578226000009 |
| Q2 2024 | 362 | 174,185 | SCHK, FBND, TOTL, DGRW | 13F-HR | 8/7/2026 | 000214578226000008 |
| Q1 2024 | 349 | 151,970 | SCHK, DGRW, IXUS, VCIT | 13F-HR | 8/7/2026 | 000214578226000007 |
| Q4 2023 | 318 | 158,651 | SCHK, FBND, DGRW, TOTL | 13F-HR | 8/7/2026 | 000214578226000006 |
| Q3 2023 | 268 | 138,818 | FBND, SCHK, DGRW, TOTL | 13F-HR | 8/7/2026 | 000214578226000005 |
| Q2 2023 | 270 | 134,896 | TOTL, FBND, DGRW, IXUS | 13F-HR | 8/7/2026 | 000214578226000004 |
| Q1 2023 | 320 | 126,952 | TOTL, FBND, DGRW, IXUS | 13F-HR | 8/7/2026 | 000214578226000003 |
| Q4 2022 | 265 | 116,771 | IXUS, TOTL, AGG, DGRW | 13F-HR | 8/7/2026 | 000214578226000002 |