| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 52 | 160,118 | SPLG, VB, DIMENSIONAL ETF TRUST, DFAR | 13F-HR | 4/29/2025 | 000108514625002457 |
| Q4 2024 | 35 | 140,779 | SPLG, VB, DFAR, IWB | 13F-HR | 1/23/2025 | 000108514625000458 |
| Q3 2024 | 36 | 141,339 | SPLG, VB, DFAR, IWB | 13F-HR | 10/24/2024 | 000108514624005123 |
| Q2 2024 | 32 | 130,054 | SPLG, VB, DFAR, IWB | 13F-HR | 7/25/2024 | 000108514624003242 |
| Q1 2024 | 32 | 128,691 | SPLG, VB, DFAR, IWB | 13F-HR | 4/25/2024 | 000108514624002032 |
| Q4 2023 | 32 | 122,805 | SPLG, VB, DFAR, IWB | 13F-HR | 1/25/2024 | 000108514624000510 |
| Q3 2023 | 29 | 112,846 | SPLG, VB, DFAR, IWB | 13F-HR | 10/24/2023 | 000108514623003914 |
| Q2 2023 | 30 | 122,538 | SPLG, VB, DFAR, SPDW | 13F-HR | 7/21/2023 | 000108514623002819 |
| Q1 2023 | 28 | 103,881 | SPLG, VB, SPDW, IWB | 13F-HR | 4/24/2023 | 000108514623001822 |
| Q4 2022 | 29 | 96,935 | SPLG, VB, SPDW, IWB | 13F-HR | 1/25/2023 | 000108514623000352 |
| Q3 2022 | 27 | 104,168 | SPLG, VB, SPDW, SPEM | 13F-HR | 10/20/2022 | 000108514622003541 |
| Q2 2022 | 26 | 93,363 | SPLG, IWB, VB, SPDW | 13F-HR | 7/18/2022 | 000108514622002430 |
| Q1 2022 | 29 | 123,005 | SPLG, IWB, VB, SPDW | 13F-HR | 4/29/2022 | 000108514622001623 |
| Q4 2021 | 28 | 114,053 | SPLG, IWB, VB, SPDW | 13F-HR | 1/26/2022 | 000108514622000351 |
| Q3 2021 | 26 | 121,375 | SPLG, IWB, BND, VB | 13F-HR | 10/20/2021 | 000108514621002852 |
| Q2 2021 | 26 | 119,967 | SPLG, IWB, BND, VB | 13F-HR | 7/27/2021 | 000108514621002120 |
| Q1 2021 | 26 | 113,106 | SPLG, IWB, BND, SPDW | 13F-HR | 4/28/2021 | 000108514621001343 |
| Q4 2020 | 27 | 112,834 | SPLG, IWB, BND, SPDW | 13F-HR | 2/11/2021 | 000108514621000631 |