| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 509 | 1,968,408 | DIMENSIONAL ETF TRUST, DFAC, VTI, BND | 13F-HR | 2/6/2024 | 000117266124000487 |
| Q3 2023 | 418 | 1,375,639 | DIMENSIONAL ETF TRUST, DFAC, DGRO, BBUS | 13F-HR | 11/6/2023 | 000117266123003624 |
| Q2 2023 | 875 | 2,625,880 | DIMENSIONAL ETF TRUST, DGRO, IGRO, MSFT | 13F-HR | 8/7/2023 | 000117266123002786 |
| Q1 2023 | 855 | 2,309,144 | IGRO, SPYD, DGRO, MSFT | 13F-HR | 5/9/2023 | 000117266123001913 |
| Q4 2022 | 836 | 2,052,652 | SPYD, IGRO, DGRO, XLV | 13F-HR | 1/20/2023 | 000117266123000246 |
| Q3 2022 | 816 | 1,793,995 | IGRO, SPYD, DGRO, XLV | 13F-HR | 11/3/2022 | 000117266122002280 |
| Q2 2022 | 839 | 1,750,725 | SPYD, IGRO, DGRO, MSFT | 13F-HR | 8/4/2022 | 000117266122001726 |
| Q1 2022 | 852 | 1,766,620 | SPYD, IGRO, DGRO, XLK | 13F-HR | 4/27/2022 | 000181204622000048 |
| Q4 2021 | 838 | 1,772,222 | SPYD, IGRO, DGRO, XLK | 13F-HR | 1/31/2022 | 000181204622000014 |
| Q3 2021 | 805 | 1,476,525 | SPYD, IGRO, XLK, DGRO | 13F-HR | 11/15/2021 | 000181204621000111 |
| Q2 2021 | 763 | 1,405,424 | SPYD, IGRO, XLK, MSFT | 13F-HR | 8/9/2021 | 000181204621000075 |
| Q1 2021 | 720 | 1,127,342 | MSFT, XLK, VEU, AMZN | 13F-HR | 5/10/2021 | 000181204621000051 |
| Q4 2020 | 588 | 891,176 | MSFT, XLK, AAPL, VEU | 13F-HR | 2/4/2021 | 000181204621000019 |
| Q3 2020 | 541 | 744,371 | MSFT, AAPL, AMZN, XLK | 13F-HR | 10/19/2020 | 000181204620000024 |
| Q2 2020 | 533 | 646,275 | MSFT, AAPL, XLK, XLV | 13F-HR | 8/13/2020 | 000181204620000018 |
| Q1 2020 | 474 | 511,558 | MSFT, XLV, JNJ, VEU | 13F-HR | 5/6/2020 | 000173698220000003 |
| Q4 2019 | 245 | 487,336 | MSFT, XLU, VEU, AMJ | 13F-HR | 2/14/2020 | 000139834420003524 |
| Q3 2019 | 546 | 616,755 | MSFT, XLK, VEU, JPM | 13F-HR | 11/5/2019 | 000139834419019105 |
| Q2 2019 | 544 | 584,403 | MSFT, XLK, VEU, JNJ | 13F-HR | 8/20/2019 | 000139834419014639 |
| Q1 2019 | 523 | 560,842 | MSFT, CSCO, JNJ, VEU | 13F-HR | 5/14/2019 | 000139834419008830 |