| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 53 | 334,133 | VUG, BSV, DFGP, DFIC | 13F-HR | 5/15/2025 | 000117266125002024 |
| Q4 2024 | 57 | 343,333 | VUG, BSV, DFGP, DFIC | 13F-HR | 2/14/2025 | 000117266125001023 |
| Q3 2024 | 58 | 326,639 | VUG, BSV, DFGP, DFIC | 13F-HR | 11/14/2024 | 000117266124004883 |
| Q2 2024 | 52 | 301,065 | VUG, BSV, DFGP, VBK | 13F-HR | 8/14/2024 | 000117266124003476 |
| Q1 2024 | 52 | 284,653 | VUG, BSV, DFGP, VBK | 13F-HR | 5/15/2024 | 000117266124002378 |
| Q4 2023 | 50 | 258,853 | VUG, BSV, DIMENSIONAL ETF TRUST, VBK | 13F-HR | 2/14/2024 | 000117266124001564 |
| Q3 2023 | 44 | 160,837 | BSV, VUG, VBK, DFIC | 13F-HR | 11/14/2023 | 000117266123003824 |
| Q2 2023 | 45 | 160,312 | BSV, VUG, VBK, DFIC | 13F-HR | 8/14/2023 | 000117266123002971 |
| Q1 2023 | 44 | 146,493 | BSV, VUG, VBK, DFIC | 13F-HR | 5/15/2023 | 000117266123002117 |
| Q4 2022 | 43 | 135,275 | BSV, VUG, VBK, DFUV | 13F-HR | 2/14/2023 | 000117266123000984 |
| Q3 2022 | 34 | 125,272 | BSV, VUG, VBK, DFUV | 13F-HR | 10/17/2022 | 000117266122002204 |
| Q2 2022 | 36 | 131,625 | BSV, VUG, VBK, DFUV | 13F-HR | 7/13/2022 | 000117266122001633 |
| Q1 2022 | 35 | 137,991 | BSV, VUG, VBK, SCHV | 13F-HR | 5/16/2022 | 000117266122001345 |
| Q4 2021 | 35 | 151,909 | BSV, VUG, VBK, DFAT | 13F-HR | 2/14/2022 | 000117266122000571 |
| Q3 2021 | 32 | 146,479 | BSV, VUG, VBK, DFAT | 13F-HR | 11/15/2021 | 000117266121002253 |
| Q2 2021 | 32 | 142,830 | BSV, VUG, VBK, DFAT | 13F-HR | 8/16/2021 | 000117266121001801 |
| Q1 2021 | 29 | 128,369 | BSV, VUG, VBK, SCHV | 13F-HR | 5/13/2021 | 000117266121001111 |
| Q4 2020 | 27 | 101,754 | VUG, BSV, VBK, SCHV | 13F-HR | 2/16/2021 | 000117266121000721 |
| Q3 2020 | 26 | 91,934 | VUG, BSV, VBK, SCHF | 13F-HR | 10/13/2020 | 000117266120002008 |
| Q2 2020 | 29 | 87,943 | VUG, BSV, VBK, SCHF | 13F-HR | 7/17/2020 | 000117266120001539 |
| Q1 2020 | 27 | 76,385 | VUG, BSV, VBK, SCHF | 13F-HR | 4/14/2020 | 000117266120001070 |
| Q4 2019 | 36 | 95,414 | VUG, VBK, BSV, SCHF | 13F-HR | 1/16/2020 | 000117266120000216 |
| Q3 2019 | 39 | 122,513 | VCSH, VUG, VBK, VTIP | 13F-HR | 10/23/2019 | 000117266119002054 |
| Q2 2019 | 36 | 120,868 | VCSH, VUG, VBK, VTIP | 13F-HR | 7/16/2019 | 000117266119001549 |
| Q1 2019 | 35 | 121,581 | VCSH, VUG, VBK, VTIP | 13F-HR | 4/16/2019 | 000117266119001069 |
| Q4 2018 | 30 | 109,530 | VCSH, VUG, VBK, VTIP | 13F-HR | 1/24/2019 | 000117266119000241 |
| Q3 2018 | 30 | 120,497 | VCSH, VBK, VUG, VTIP | 13F-HR | 10/24/2018 | 000117266118001882 |
| Q2 2018 | 28 | 119,675 | VCSH, VBK, VUG, VTIP | 13F-HR | 7/18/2018 | 000117266118001394 |
| Q1 2018 | 27 | 115,487 | VCSH, VBK, VUG, VTIP | 13F-HR | 5/1/2018 | 000117266118000984 |
| Q4 2017 | 29 | 113,830 | VCSH, VBK, VUG, VTIP | 13F-HR | 1/22/2018 | 000117266118000189 |
| Q3 2017 | 29 | 109,464 | VCSH, VBK, VTIP, VUG | 13F-HR | 10/23/2017 | 000117266117001849 |
| Q2 2017 | 29 | 106,143 | VCSH, VBK, VTIP, VUG | 13F-HR | 7/27/2017 | 000117266117001403 |
| Q1 2017 | 28 | 102,731 | VCSH, VBK, VTIP, VUG | 13F-HR | 5/9/2017 | 000117266117000968 |
| Q4 2016 | 24 | 98,606 | VCSH, VBK, VTIP, VUG | 13F-HR | 2/1/2017 | 000117266117000224 |