| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 55 | 446,885 | IVV, VTIP, AVUV, DIHP | 13F-HR | 5/1/2025 | 000121465925006748 |
| Q4 2024 | 53 | 436,960 | IVV, VTIP, AVUV, DUHP | 13F-HR | 2/3/2025 | 000121465925001698 |
| Q3 2024 | 55 | 443,852 | IVV, VTIP, AVUV, DIHP | 13F-HR | 10/18/2024 | 000121465924017670 |
| Q2 2024 | 52 | 416,120 | IVV, VTIP, AVUV, DIHP | 13F-HR | 8/5/2024 | 000121465924013735 |
| Q1 2024 | 50 | 341,791 | IVV, AVUV, VTIP, DIHP | 13F-HR | 4/23/2024 | 000121465924007376 |
| Q4 2023 | 48 | 321,307 | IVV, AVUV, VTIP, DIHP | 13F-HR | 1/23/2024 | 000121465924001134 |
| Q3 2023 | 41 | 295,257 | IVV, AVUV, VTIP, DIHP | 13F-HR | 10/23/2023 | 000121465923013785 |
| Q2 2023 | 44 | 295,983 | IVV, AVUV, VTIP, DIHP | 13F-HR | 7/31/2023 | 000121465923010194 |
| Q1 2023 | 40 | 268,561 | IVV, VTIP, AVUV, DIHP | 13F-HR | 4/26/2023 | 000121465923006013 |
| Q4 2022 | 39 | 241,152 | IVV, AVUV, VTIP, BRK-B | 13F-HR | 1/24/2023 | 000121465923001061 |
| Q3 2022 | 32 | 173,894 | IVV, AVUV, BRK-B, DIHP | 13F-HR | 10/21/2022 | 000121465922012527 |
| Q2 2022 | 34 | 171,037 | IVV, AVUV, BRK-B, AAPL | 13F-HR | 8/2/2022 | 000121465922009480 |
| Q1 2022 | 39 | 149,658 | IVV, BRK-B, AAPL, VTI | 13F-HR | 5/3/2022 | 000121465922006184 |
| Q4 2021 | 32 | 149,049 | IVV, BRK-B, AAPL, MSFT | 13F-HR | 2/7/2022 | 000121465922001936 |
| Q3 2021 | 28 | 134,041 | IVV, BRK-B, AAPL, MSFT | 13F-HR | 11/8/2021 | 000121465921011245 |
| Q2 2021 | 30 | 131,054 | IVV, BRK-B, AAPL, MSFT | 13F-HR | 8/5/2021 | 000121465921008174 |
| Q1 2021 | 27 | 112,920 | IVV, BRK-B, AAPL, MSFT | 13F-HR | 5/5/2021 | 000121465921004931 |
| Q4 2020 | 25 | 106,435 | IVV, BRK-B, AAPL, ICF | 13F-HR | 2/16/2021 | 000121465921001724 |