| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 123 | 186,701 | IVV, SPY, DFAI, SHV | 13F-HR | 11/5/2025 | 000162881825000004 |
| Q2 2025 | 114 | 166,796 | IVV, DFAI, DFAS, DFUV | 13F-HR | 8/7/2025 | 000108514625004679 |
| Q1 2025 | 119 | 170,063 | IVV, DFAI, DFAS, DFUV | 13F-HR | 5/8/2025 | 000108514625002751 |
| Q4 2024 | 109 | 147,819 | IVV, DFAI, DFAS, DFUV | 13F-HR | 3/7/2025 | 000108514625001819 |