| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 532 | 209,487 | DFUS, BND, DFCF, VGT | 13F-HR | 7/17/2025 | 000139834425013256 |
| Q1 2025 | 1,341 | 340,713 | DFUS, BND, DFCF, SCHWAB SHORT-TERM BOND INDEX | 13F-HR | 4/28/2025 | 000139834425007819 |
| Q4 2024 | 551 | 195,265 | DFUS, BND, DFCF, BRK-B | 13F-HR | 2/21/2025 | 000139834425003197 |