| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 486 | 337,776 | AVDE, VO, VTV, VTI | 13F-HR | 10/16/2024 | 000184311024000006 |
| Q2 2024 | 364 | 308,666 | AVDE, VTV, VTI, VO | 13F-HR | 7/17/2024 | 000184311024000004 |
| Q1 2024 | 355 | 303,685 | AVDE, VTV, VTI, VEA | 13F-HR | 4/17/2024 | 000184311024000003 |
| Q4 2023 | 465 | 399,219 | AVDE, DFAU, DIMENSIONAL ETF TRUST, VTV | 13F-HR | 1/31/2024 | 000184311024000002 |
| Q3 2023 | 480 | 346,281 | DFAU, AVDE, VTV, VEA | 13F-HR | 10/30/2023 | 000184311023000004 |
| Q2 2023 | 487 | 351,036 | DFAU, VTV, VEA, AVDE | 13F-HR | 7/18/2023 | 000184311023000003 |
| Q1 2023 | 452 | 329,568 | DFAU, VTV, VEA, VTI | 13F-HR | 4/17/2023 | 000184311023000002 |
| Q4 2022 | 434 | 308,548 | VTV, VEA, VTI, DFAU | 13F-HR | 1/23/2023 | 000184311023000001 |
| Q3 2022 | 535 | 272,416 | VTV, VEA, VTI, VMBS | 13F-HR | 10/24/2022 | 000184311022000004 |
| Q2 2022 | 483 | 275,494 | VTV, VMBS, VEA, VTI | 13F-HR | 7/22/2022 | 000184311022000003 |
| Q1 2022 | 489 | 307,533 | VTV, VEA, VCSH, VTI | 13F-HR | 4/28/2022 | 000184311022000002 |
| Q4 2021 | 491 | 321,756 | VTV, VEA, VCSH, VTI | 13F-HR | 2/11/2022 | 000184311022000001 |
| Q3 2021 | 470 | 301,260 | VTV, VEA, VMBS, VCSH | 13F-HR | 11/9/2021 | 000184311021000004 |
| Q2 2021 | 442 | 298,147 | VTV, VEA, VMBS, VTI | 13F-HR | 8/3/2021 | 000184311021000003 |
| Q1 2021 | 443 | 273,263 | VTV, VEA, VMBS, VCSH | 13F-HR | 5/6/2021 | 000184311021000002 |
| Q4 2020 | 418 | 257,129 | VEA, VMBS, VTV, VCSH | 13F-HR | 2/11/2021 | 000184311021000001 |