| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 104 | 319,385 | ISTB, EFA, VUG, DFAX | 13F-HR | 4/10/2025 | 000108514625002051 |
| Q4 2024 | 103 | 312,037 | ISTB, VUG, EFA, DFAX | 13F-HR | 1/16/2025 | 000108514625000300 |
| Q3 2024 | 104 | 315,576 | ISTB, EFA, VUG, DFAX | 13F-HR | 10/7/2024 | 000108514624004679 |
| Q2 2024 | 102 | 292,544 | ISTB, EFA, VUG, DFAX | 13F-HR | 7/23/2024 | 000108514624003191 |
| Q1 2024 | 94 | 288,751 | ISTB, EFA, IVE, DFAX | 13F-HR | 4/15/2024 | 000108514624001843 |
| Q4 2023 | 93 | 267,098 | ISTB, EFA, DFAX, IVE | 13F-HR | 2/5/2024 | 000108514624000744 |
| Q3 2023 | 87 | 239,298 | ISTB, EFA, DFAX, IVE | 13F-HR | 10/24/2023 | 000108514623003915 |
| Q2 2023 | 89 | 242,254 | ISTB, EFA, DFAX, IVE | 13F-HR | 7/13/2023 | 000184329223000003 |
| Q1 2023 | 89 | 229,502 | ISTB, DFAX, EFA, IVE | 13F-HR | 4/13/2023 | 000184329223000002 |
| Q4 2022 | 76 | 202,324 | ISTB, DFAX, EFA, IVE | 13F-HR | 1/24/2023 | 000184329223000001 |
| Q3 2022 | 83 | 191,493 | ISTB, DFAX, EFA, IVE | 13F-HR | 10/12/2022 | 000184329222000004 |
| Q2 2022 | 95 | 195,694 | ISTB, DFAX, EFA, IVE | 13F-HR | 7/11/2022 | 000184329222000003 |
| Q1 2022 | 94 | 204,269 | ISTB, DFAX, EFA, IVE | 13F-HR | 4/18/2022 | 000184329222000002 |
| Q4 2021 | 93 | 197,298 | ISTB, DFAX, EFA, VUG | 13F-HR | 1/20/2022 | 000184329222000001 |
| Q3 2021 | 93 | 183,370 | ISTB, DFAX, EFA, VUG | 13F-HR | 10/8/2021 | 000184329221000004 |
| Q2 2021 | 88 | 161,204 | ISTB, EFA, VUG, IVE | 13F-HR | 7/13/2021 | 000184329221000003 |
| Q1 2021 | 88 | 140,794 | ISTB, EFA, VTIP, IVE | 13F-HR | 4/12/2021 | 000184329221000002 |
| Q4 2020 | 73 | 118,033 | ISTB, EFA, VUG, VTIP | 13F-HR | 2/1/2021 | 000184329221000001 |