| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 381 | 4,781,954 | SPY, BND, IEFA, IGSB | 13F-HR | 4/23/2025 | 000157155625000003 |
| Q4 2024 | 349 | 4,398,860 | SPY, BND, IEFA, DFAT | 13F-HR | 1/16/2025 | 000157155625000001 |
| Q3 2024 | 326 | 4,165,538 | SPY, BND, IEFA, DFAT | 13F-HR | 10/29/2024 | 000157155624000006 |
| Q2 2024 | 313 | 3,604,336 | SPY, BND, IEFA, IGSB | 13F-HR | 7/18/2024 | 000157155624000005 |
| Q1 2024 | 313 | 3,196,173 | SPY, BND, IEFA, DFAC | 13F-HR | 4/16/2024 | 000157155624000003 |
| Q4 2023 | 304 | 2,898,801 | SPY, BND, IEFA, DFAC | 13F-HR | 1/8/2024 | 000157155624000001 |
| Q3 2023 | 262 | 2,446,219 | SPY, BND, IEFA, DFAC | 13F-HR | 10/10/2023 | 000157155623000005 |
| Q2 2023 | 256 | 2,357,779 | SPY, BND, IEFA, DFAC | 13F-HR | 7/10/2023 | 000157155623000004 |
| Q1 2023 | 253 | 2,158,100 | SPY, BND, IEFA, DFAC | 13F-HR | 4/11/2023 | 000157155623000003 |
| Q4 2022 | 242 | 1,936,222 | SPY, BND, IEFA, DFAC | 13F-HR | 1/9/2023 | 000157155623000001 |
| Q3 2022 | 229 | 1,719,384 | SPY, BND, DFAC, IEFA | 13F-HR | 10/6/2022 | 000157155622000007 |
| Q2 2022 | 231 | 1,614,668 | SPY, BND, DFAC, IEFA | 13F-HR | 7/8/2022 | 000157155622000006 |
| Q1 2022 | 222 | 2,185,668 | DIMENSIONAL ETF TRUST, SPY, DFAC, BND | 13F-HR | 4/12/2022 | 000157155622000005 |
| Q4 2021 | 211 | 2,018,071 | DIMENSIONAL ETF TRUST, DFAC, SPY, AMERICAN CENTY ETF TR | 13F-HR | 1/12/2022 | 000157155622000004 |
| Q3 2021 | 196 | 1,296,735 | DFAC, SPY, VNQ, IEFA | 13F-HR | 10/7/2021 | 000157155621000005 |
| Q2 2021 | 197 | 1,230,404 | DFAC, AVEM, VNQ, IEFA | 13F-HR | 7/9/2021 | 000157155621000004 |
| Q1 2021 | 183 | 1,006,499 | AVEM, VNQ, IEFA, GNR | 13F-HR | 4/8/2021 | 000157155621000003 |
| Q4 2020 | 175 | 835,454 | VNQ, IEFA, GNR, SPIP | 13F-HR | 1/12/2021 | 000157155621000001 |
| Q3 2020 | 150 | 684,858 | VNQ, SPIP, GNR, IEFA | 13F-HR | 10/7/2020 | 000157155620000007 |
| Q2 2020 | 140 | 639,745 | VNQ, SPIP, GNR, IEFA | 13F-HR | 7/8/2020 | 000157155620000006 |
| Q1 2020 | 128 | 594,873 | SPIP, IEFA, VNQ, GNR | 13F-HR | 4/7/2020 | 000157155620000005 |
| Q4 2019 | 136 | 585,422 | SPIP, VNQ, GNR, IAGG | 13F-HR | 1/9/2020 | 000157155620000001 |
| Q3 2019 | 130 | 553,349 | SPIP, VNQ, GNR, IAGG | 13F-HR | 10/9/2019 | 000157155619000006 |
| Q2 2019 | 135 | 557,727 | SPIP, VNQ, GNR, IAGG | 13F-HR | 7/11/2019 | 000157155619000005 |
| Q1 2019 | 135 | 530,375 | SPIP, VNQ, GNR, IAGG | 13F-HR | 4/5/2019 | 000157155619000004 |
| Q4 2018 | 146 | 493,182 | SPIP, VNQ, GNR, IAGG | 13F-HR | 1/11/2019 | 000157155619000003 |
| Q3 2018 | 137 | 457,416 | SPIP, GNR, VNQ, TIP | 13F-HR | 10/4/2018 | 000157155618000006 |
| Q2 2018 | 2 | 26,054 | IAGG, USRT | NEW HOLDINGS | 10/5/2018 | 000157155618000012 |
| Q2 2018 | 1 | 21,965 | SPAB | RESTATEMENT | 10/5/2018 | 000157155618000011 |
| Q1 2018 | 2 | 23,904 | IAGG, USRT | NEW HOLDINGS | 10/5/2018 | 000157155618000010 |
| Q1 2018 | 1 | 13,715 | SPAB | RESTATEMENT | 10/5/2018 | 000157155618000009 |
| Q4 2017 | 2 | 13,950 | IAGG, USRT | NEW HOLDINGS | 10/5/2018 | 000157155618000008 |
| Q4 2017 | 1 | 10,994 | SPAB | RESTATEMENT | 10/5/2018 | 000157155618000007 |
| Q3 2017 | 111 | 388,823 | TIP, VNQ, GNR, VEA | 13F-HR | 10/11/2017 | 000157155617000008 |
| Q2 2017 | 106 | 370,681 | TIP, VNQ, GNR, VEA | 13F-HR | 7/11/2017 | 000157155617000006 |
| Q1 2017 | 105 | 345,602 | TIP, VNQ, GNR, VEA | 13F-HR | 4/6/2017 | 000157155617000004 |
| Q4 2016 | 99 | 333,699 | TIP, VNQ, GNR, BND | 13F-HR | 1/10/2017 | 000157155617000002 |
| Q3 2016 | 96 | 311,258 | TIP, VNQ, GNR, VEA | 13F-HR | 10/7/2016 | 000157155616000018 |
| Q2 2016 | 92 | 291,329 | TIP, VNQ, GNR, VEA | 13F-HR | 7/13/2016 | 000157155616000016 |
| Q1 2016 | 96 | 279,373 | TIP, VNQ, GNR, VEA | 13F-HR | 4/7/2016 | 000157155616000014 |
| Q4 2015 | 69 | 230,746 | TIP, VNQ, GNR, BND | 13F-HR | 1/12/2016 | 000157155616000012 |
| Q3 2015 | 64 | 213,613 | TIP, VNQ, BND, GNR | 13F-HR | 10/8/2015 | 000157155615000010 |
| Q2 2015 | 70 | 202,030 | TIP, VNQ, GNR, BND | 13F-HR | 7/10/2015 | 000157155615000008 |
| Q1 2015 | 61 | 299,874 | TIP, VNQ, WIP, GNR | 13F-HR | 4/6/2015 | 000157155615000004 |
| Q4 2014 | 59 | 289,873 | TIP, VNQ, WIP, GNR | 13F-HR | 1/14/2015 | 000157155615000002 |
| Q3 2014 | 55 | 269,608 | TIP, VNQ, WIP, GNR | 13F-HR | 10/8/2014 | 000157155614000009 |
| Q2 2014 | 57 | 271,382 | TIP, VNQ, WIP, GNR | 13F-HR | 7/8/2014 | 000157155614000007 |
| Q1 2014 | 53 | 245,880 | TIP, VNQ, WIP, GNR | 13F-HR | 4/8/2014 | 000157155614000005 |
| Q4 2013 | 49 | 228,512 | TIP, VNQ, WIP, GNR | 13F-HR | 1/9/2014 | 000157155614000002 |