| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 146 | 846,344 | IVV, LRGF, ITOT, DFIC | 13F-HR | 7/11/2025 | 000108514625003769 |
| Q1 2025 | 137 | 752,623 | IVV, LRGF, ITOT, DUHP | 13F-HR | 4/10/2025 | 000108514625002052 |
| Q4 2024 | 137 | 774,953 | IVV, LRGF, ITOT, DUHP | 13F-HR | 1/14/2025 | 000108514625000209 |
| Q3 2024 | 132 | 773,160 | IVV, LRGF, ITOT, DUHP | 13F-HR | 10/15/2024 | 000108514624004912 |
| Q2 2024 | 109 | 701,267 | IVV, LRGF, ITOT, DUHP | 13F-HR | 8/7/2024 | 000108514624003577 |
| Q1 2024 | 113 | 672,530 | IVV, LRGF, ITOT, DUHP | 13F-HR | 5/10/2024 | 000108514624002381 |
| Q4 2023 | 104 | 612,630 | IVV, ITOT, LRGF, DUHP | 13F-HR | 1/11/2024 | 000108514624000207 |
| Q3 2023 | 97 | 535,333 | IVV, ITOT, LRGF, DIMENSIONAL ETF TRUST | 13F-HR | 10/13/2023 | 000108514623003724 |
| Q2 2023 | 100 | 498,873 | ITOT, IVV, DFAU, DIMENSIONAL ETF TRUST | 13F-HR | 7/13/2023 | 000108514623002695 |
| Q1 2023 | 93 | 439,997 | ITOT, DFAU, IVV, DFAX | 13F-HR | 4/11/2023 | 000108514623001623 |
| Q4 2022 | 85 | 406,859 | ITOT, DFAU, IVV, DFAX | 13F-HR | 1/18/2023 | 000108514623000197 |
| Q3 2022 | 84 | 362,669 | ITOT, DFAU, IVV, DFAX | 13F-HR | 10/11/2022 | 000108514622003334 |
| Q2 2022 | 82 | 369,185 | ITOT, DFAU, DFAX, IVV | 13F-HR | 7/13/2022 | 000108514622002363 |
| Q1 2022 | 81 | 391,329 | ITOT, DFAU, IVV, DFAX | 13F-HR | 4/14/2022 | 000108514622001420 |
| Q4 2021 | 89 | 374,434 | ITOT, DFAU, DFAX, IWF | 13F-HR | 1/25/2022 | 000108514622000327 |
| Q3 2021 | 82 | 253,210 | ITOT, IWF, IEFA, IVV | 13F-HR | 10/19/2021 | 000169772521000004 |
| Q2 2021 | 83 | 242,714 | ITOT, IWF, IEFA, IVV | 13F-HR | 7/9/2021 | 000169772521000003 |
| Q1 2021 | 84 | 224,520 | ITOT, IWF, IEFA, IVV | 13F-HR | 4/14/2021 | 000169772521000002 |
| Q4 2020 | 71 | 199,821 | ITOT, IWF, IEFA, IVV | 13F-HR | 1/15/2021 | 000169772521000001 |
| Q3 2020 | 68 | 174,468 | ITOT, IWF, IVV, IEFA | 13F-HR | 10/19/2020 | 000169772520000004 |
| Q2 2020 | 65 | 162,438 | ITOT, IWF, IVV, IEFA | 13F-HR | 7/13/2020 | 000169772520000003 |
| Q1 2020 | 53 | 133,300 | ITOT, IEFA, IWF, IJJ | 13F-HR | 4/9/2020 | 000169772520000002 |
| Q4 2019 | 62 | 164,927 | ITOT, IEFA, IWF, IJJ | 13F-HR | 1/14/2020 | 000169772520000001 |
| Q3 2019 | 65 | 162,400 | ITOT, IEFA, IWF, IJJ | 13F-HR | 10/8/2019 | 000169772519000004 |
| Q2 2019 | 67 | 160,093 | ITOT, IEFA, IWF, IJJ | 13F-HR | 7/11/2019 | 000169772519000003 |
| Q1 2019 | 66 | 155,517 | ITOT, IEFA, IWF, IJJ | 13F-HR | 4/8/2019 | 000169772519000002 |
| Q4 2018 | 58 | 135,375 | ITOT, IEFA, IWF, IJJ | 13F-HR | 1/14/2019 | 000169772519000001 |
| Q3 2018 | 57 | 150,275 | ITOT, IWF, IEFA, IJJ | 13F-HR | 11/6/2018 | 000160658718000827 |
| Q2 2018 | 56 | 144,515 | ITOT, IWF, IEFA, IJJ | 13F-HR | 8/7/2018 | 000160658718000611 |
| Q1 2018 | 52 | 141,472 | ITOT, IEFA, IWF, IJJ | 13F-HR | 5/7/2018 | 000160658718000393 |
| Q4 2017 | 53 | 145,588 | ITOT, IWF, IEFA, IJJ | 13F-HR | 2/9/2018 | 000160658718000163 |
| Q3 2017 | 48 | 99,972 | IWF, PWV, IWD, IJJ | 13F-HR | 11/14/2017 | 000160658717000693 |
| Q2 2017 | 158 | 139,134 | ITOT, IWF, IEFA, IJJ | 13F-HR | 7/24/2017 | 000160658717000406 |
| Q1 2017 | 146 | 120,758 | ITOT, IWF, IEFA, IJJ | 13F-HR | 5/26/2017 | 000160658717000367 |
| Q4 2016 | 47 | 105,440 | IWF, IWD, PWV, IJJ | 13F-HR | 2/14/2017 | 000160658717000166 |