| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 387 | 2,913,516 | DFAC, BSV, DFSD, BND | 13F-HR | 4/10/2025 | 000180150725000005 |
| Q4 2024 | 341 | 2,606,975 | DFAC, BSV, BND, BNDX | 13F-HR | 1/14/2025 | 000180150725000001 |
| Q3 2024 | 320 | 2,433,193 | DFAC, BSV, BNDX, BND | 13F-HR | 10/3/2024 | 000180150724000009 |
| Q2 2024 | 307 | 2,236,511 | DFAC, BSV, BNDX, BND | 13F-HR | 7/10/2024 | 000180150724000005 |
| Q1 2024 | 294 | 1,982,169 | DFAC, BSV, DIMENSIONAL ETF TRUST, BNDX | 13F-HR | 4/10/2024 | 000180150724000003 |
| Q4 2023 | 292 | 1,794,702 | DFAC, BSV, DIMENSIONAL ETF TRUST, BNDX | 13F-HR | 1/5/2024 | 000180150724000001 |
| Q3 2023 | 259 | 1,414,905 | DFAC, BSV, BNDX, VTI | 13F-HR | 10/10/2023 | 000180150723000006 |
| Q2 2023 | 256 | 1,404,607 | DFAC, BNDX, BSV, VTI | 13F-HR | 7/6/2023 | 000180150723000003 |
| Q4 2022 | 234 | 1,097,136 | DFAC, BNDX, BSV, VTI | 13F-HR | 1/10/2023 | 000180150723000001 |
| Q3 2022 | 213 | 859,406 | DFAC, BNDX, VTI, BSV | 13F-HR | 10/11/2022 | 000180150722000007 |
| Q2 2022 | 217 | 837,770 | DFAC, VTI, BNDX, BND | 13F-HR | 7/8/2022 | 000180150722000005 |
| Q1 2022 | 208 | 709,976 | VTI, BND, BNDX, SCHO | 13F-HR | 4/11/2022 | 000180150722000004 |
| Q4 2021 | 203 | 784,150 | DFAC, VTI, SCHO, BND | 13F-HR | 1/13/2022 | 000180150722000001 |
| Q3 2021 | 199 | 695,560 | DFAC, VTI, SCHO, DFAX | NEW HOLDINGS | 1/18/2022 | 000180150722000003 |
| Q3 2021 | 181 | 520,842 | DFAC, VTI, DFUS, BSV | 13F-HR | 10/12/2021 | 000180150721000005 |
| Q2 2021 | 204 | 608,706 | DFAC, VTI, SCHO, BSV | NEW HOLDINGS | 1/18/2022 | 000180150722000002 |
| Q2 2021 | 187 | 429,229 | VTI, BSV, BND, VXUS | 13F-HR | 7/2/2021 | 000180150721000004 |
| Q1 2021 | 129 | 317,215 | VTI, VXUS, BSV, BND | 13F-HR | 4/15/2021 | 000180150721000003 |
| Q4 2020 | 125 | 285,021 | VTI, VXUS, BND, VIG | 13F-HR | 2/18/2021 | 000180150721000002 |
| Q3 2020 | 119 | 248,948 | VTI, BND, VXUS, VIG | 13F-HR | 10/22/2020 | 000180150720000003 |
| Q2 2020 | 114 | 214,605 | VTI, BND, VXUS, VIG | 13F-HR | 7/20/2020 | 000169749320000007 |
| Q1 2020 | 102 | 171,270 | VTI, BND, VIG, VXUS | 13F-HR | 5/14/2020 | 000180150720000002 |