| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 153 | 197,047 | DFAC, IVV, SPLG, IVW | 13F-HR | 10/16/2024 | 000184574324000005 |
| Q2 2024 | 145 | 176,995 | DFAC, IVV, SPLG, IVW | 13F-HR | 7/25/2024 | 000184574324000003 |
| Q1 2024 | 146 | 169,783 | DFAC, IVV, SPLG, QUAL | 13F-HR | 4/16/2024 | 000184574324000002 |
| Q4 2023 | 143 | 152,544 | DFAC, IVV, SPLG, QUAL | 13F-HR | 1/25/2024 | 000184574324000001 |
| Q3 2023 | 125 | 130,426 | DFAC, IVV, SPLG, QUAL | 13F-HR | 10/17/2023 | 000184574323000005 |
| Q2 2023 | 121 | 134,058 | DFAC, IVV, SPLG, QUAL | 13F-HR | 8/1/2023 | 000184574323000004 |
| Q1 2023 | 125 | 128,000 | DFAC, IVV, SPLG, QUAL | 13F-HR | 5/2/2023 | 000184574323000003 |
| Q4 2022 | 132 | 118,396 | ESGU, DFAC, IVV, SPLG | 13F-HR | 2/7/2023 | 000184574323000001 |
| Q3 2022 | 127 | 107,564 | ESGU, IVV, SPLG, DFAC | 13F-HR | 10/18/2022 | 000184574322000006 |
| Q2 2022 | 129 | 123,226 | ESGU, IVV, SPLG, DFAU | 13F-HR | 8/3/2022 | 000184574322000005 |
| Q1 2022 | 132 | 132,113 | ESGU, IVV, SPLG, DFAU | 13F-HR | 5/3/2022 | 000184574322000003 |
| Q4 2021 | 148 | 133,673 | ESGU, DFAU, IVV, SPLG | 13F-HR | 2/8/2022 | 000184574322000002 |
| Q2 2021 | 129 | 119,523 | ESGU, DFAU, IVV, EFV | 13F-HR | 7/20/2021 | 000183092221000006 |
| Q1 2021 | 134 | 107,448 | ESGU, IVV, GOVT, DFAU | 13F-HR | 5/18/2021 | 000184574321000002 |
| Q4 2020 | 106 | 92,534 | ESGU, IVV, EFG, SPLG | 13F-HR | 3/9/2021 | 000184574321000001 |