| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 47 | 203,833 | DFAC, VOO, VEA, VTI | 13F-HR | 4/22/2025 | 000186296525000006 |
| Q4 2024 | 47 | 194,756 | DFAC, VOO, VTI, VEA | 13F-HR | 1/23/2025 | 000186296525000002 |
| Q3 2024 | 46 | 194,478 | DFAC, VOO, VTI, VEA | 13F-HR | 10/18/2024 | 000186296524000006 |
| Q2 2024 | 38 | 174,313 | DFAC, VOO, VTI, VEA | 13F-HR | 10/18/2024 | 000186296524000005 |
| Q1 2024 | 39 | 168,476 | DFAC, VOO, VTI, VEA | 13F-HR | 4/23/2024 | 000186296524000004 |
| Q4 2023 | 41 | 178,853 | DFAC, VOO, VEA, VXF | 13F-HR | 1/23/2024 | 000186296524000002 |
| Q3 2023 | 37 | 163,052 | DFAC, VOO, VEA, VXF | 13F-HR | 10/16/2023 | 000186296523000008 |
| Q2 2023 | 35 | 161,198 | DFAC, VOO, VEA, VXF | 13F-HR | 7/14/2023 | 000186296523000006 |
| Q1 2023 | 34 | 149,922 | DFAC, VOO, VEA, VXF | 13F-HR | 4/25/2023 | 000186296523000004 |
| Q4 2022 | 33 | 137,775 | DFAC, VOO, VEA, VTI | 13F-HR | 1/19/2023 | 000186296523000002 |
| Q3 2022 | 53 | 145,431 | DFAC, VOO, VEA, VTI | 13F-HR | 10/25/2022 | 000186296522000011 |
| Q2 2022 | 58 | 146,147 | DFAC, VOO, VEA, VCSH | 13F-HR | 7/20/2022 | 000186296522000009 |
| Q1 2022 | 56 | 156,406 | DFAC, VOO, VEA, VTI | NEW HOLDINGS | 4/28/2022 | 000186296522000007 |
| Q1 2022 | 44 | 110,804 | VOO, VEA, VTI, VXF | 13F-HR | 4/20/2022 | 000186296522000006 |
| Q4 2021 | 51 | 125,594 | VOO, VEA, VTI, VXF | 13F-HR | 1/18/2022 | 000186296522000002 |
| Q3 2021 | 46 | 114,259 | VOO, VEA, VTI, VXF | 13F-HR | 10/21/2021 | 000186296521000006 |
| Q2 2021 | 45 | 104,294 | VOO, VEA, VTI, VXF | 13F-HR | 8/31/2021 | 000186296521000004 |
| Q1 2021 | 44 | 92,748 | VOO, VEA, VXF, VTI | 13F-HR | 6/15/2021 | 000186296521000003 |