| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 173 | 293,720 | VTI, DFAC, VCIT, DFCF | 13F-HR | 7/16/2025 | 000175496025000409 |
| Q1 2025 | 102 | 149,919 | DFAC, DFCF, VCIT, MUNI | 13F-HR | 4/21/2025 | 000175496025000233 |
| Q4 2024 | 92 | 133,162 | DFAC, DFCF, MUNI, VCIT | 13F-HR | 2/26/2025 | 000175496025000155 |