| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,807 | 371,195 | VTI, AAPL, DFCF, DFAU | 13F-HR | 11/12/2024 | 000183823424000008 |
| Q2 2024 | 113 | 296,650 | VTI, AAPL, DFCF, VXUS | 13F-HR | 8/1/2024 | 000183823424000004 |
| Q1 2024 | 113 | 275,987 | VTI, AAPL, VXUS, DFCF | 13F-HR | 5/3/2024 | 000179270424000006 |
| Q4 2023 | 109 | 259,102 | VTI, AAPL, DIMENSIONAL ETF TRUST, VXUS | 13F-HR | 1/26/2024 | 000183823424000001 |
| Q3 2023 | 90 | 210,373 | VTI, AAPL, VXUS, VTV | 13F-HR | 10/20/2023 | 000183823423000006 |
| Q2 2023 | 103 | 246,795 | VTI, AAPL, VXUS, DFAC | 13F-HR | 8/7/2023 | 000172588823000007 |
| Q1 2023 | 101 | 247,908 | VTI, VXUS, AAPL, DFAC | 13F-HR | 5/8/2023 | 000183823423000004 |
| Q4 2022 | 99 | 232,976 | VTI, VXUS, DFAC, VTV | 13F-HR | 1/30/2023 | 000183823423000001 |
| Q3 2022 | 94 | 229,104 | VTI, DFAC, VXUS, AAPL | 13F-HR | 10/31/2022 | 000183823422000011 |
| Q2 2022 | 101 | 252,078 | VTI, DFAC, VXUS, AAPL | 13F-HR | 7/22/2022 | 000183823422000006 |
| Q1 2022 | 107 | 297,624 | VTI, VXUS, AAPL, DFAC | 13F-HR | 5/4/2022 | 000190696722000005 |
| Q4 2021 | 81 | 215,886 | VTI, VXUS, VTV, AAPL | 13F-HR | 1/13/2022 | 000183823422000001 |
| Q3 2021 | 98 | 271,586 | VTI, VXUS, DFAC, VTV | 13F-HR | 10/6/2021 | 000183823421000005 |
| Q2 2021 | 89 | 234,666 | VTI, VXUS, VTV, AAPL | 13F-HR | 7/9/2021 | 000183823421000004 |
| Q1 2021 | 89 | 235,549 | VTI, VXUS, VTV, AAPL | 13F-HR | 4/12/2021 | 000183823421000003 |
| Q4 2020 | 81 | 215,886 | VTI, VXUS, VTV, AAPL | 13F-HR | 2/1/2021 | 000183823421000001 |