| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2022 | 80 | 176,424 | DIMENSIONAL ETF TRUST, SCHX, SCHF, DFAU | 13F-HR | 4/12/2022 | 000108514622001367 |
| Q4 2021 | 73 | 147,206 | SCHX, SCHF, DFAU, SCHD | 13F-HR | 2/11/2022 | 000108514622000889 |
| Q3 2021 | 75 | 138,125 | SCHX, SCHF, SCHD, DFAU | 13F-HR | 10/14/2021 | 000108514621002791 |
| Q2 2021 | 76 | 141,757 | SCHX, SCHF, SCHD, DFAU | 13F-HR | 8/13/2021 | 000108514621002418 |
| Q1 2021 | 74 | 131,209 | SCHX, SCHF, SCHD, SCHM | 13F-HR | 5/28/2021 | 000108514621001819 |
| Q4 2020 | 75 | 120,583 | SCHX, SCHF, SCHD, SCHM | 13F-HR | 1/29/2021 | 000108514621000316 |
| Q3 2020 | 69 | 103,868 | SCHX, SCHF, SCHD, SCHM | 13F-HR | 10/27/2020 | 000108514620002668 |
| Q2 2020 | 69 | 98,352 | SCHX, SCHF, SCHD, DTIL | 13F-HR | 7/20/2020 | 000108514620001837 |
| Q1 2020 | 68 | 85,452 | SCHX, SCHF, SCHD, DTIL | 13F-HR | 5/13/2020 | 000108514620001461 |
| Q4 2019 | 68 | 97,756 | SCHX, SCHF, DTIL, SCHD | 13F-HR | 2/26/2020 | 000108514620000966 |