| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 24 | 130,682 | VOO, VO, DFAR, BSV | 13F-HR | 5/13/2025 | 000171136025000003 |
| Q4 2024 | 25 | 133,381 | VOO, VO, DFAR, BSV | 13F-HR | 2/14/2025 | 000171136025000001 |
| Q3 2024 | 10 | 124,492 | VOO, VO, DFAR, BSV | 13F-HR | 11/5/2024 | 000171136024000006 |
| Q2 2024 | 10 | 113,242 | VOO, VO, DFAR, IVV | 13F-HR | 8/13/2024 | 000171136024000004 |
| Q1 2024 | 10 | 111,531 | VOO, VO, IVV, DFAR | 13F-HR | 4/18/2024 | 000171136024000003 |
| Q4 2023 | 10 | 104,766 | VOO, VO, DFAR, IVV | 13F-HR | 1/9/2024 | 000171136024000001 |
| Q4 2022 | 7 | 79,669 | IVV, VO, VNQ, BSV | 13F-HR | 2/9/2023 | 000108514623000983 |
| Q3 2022 | 5 | 73,152 | IVV, VO, BSV, VNQ | 13F-HR | 10/24/2022 | 000108514622003581 |
| Q2 2022 | 5 | 76,568 | IVV, VO, VNQ, BSV | 13F-HR | 8/1/2022 | 000108514622002707 |
| Q1 2022 | 7 | 91,669 | IVV, VO, VNQ, BSV | 13F-HR | 5/9/2022 | 000108514622001888 |
| Q4 2021 | 5 | 93,953 | IVV, VO, VNQ, BSV | 13F-HR | 5/3/2022 | 000108514622001698 |