| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 184 | 261,823 | VGSH, DFSU, DFSE, DFSI | 13F-HR | 10/22/2026 | 000187632626000006 |
| Q2 2026 | 204 | 311,134 | VGSH, DFSU, DFSE, SGOV | 13F-HR | 7/15/2026 | 000187632626000003 |
| Q1 2026 | 193 | 276,438 | VGSH, SGOV, DFSU, DFSE | 13F-HR | 4/7/2026 | 000187632626000002 |
| Q4 2025 | 192 | 283,004 | VGSH, SGOV, DFSU, DFSE | 13F-HR | 1/16/2026 | 000187632626000001 |
| Q3 2025 | 189 | 271,783 | VGSH, SGOV, DFSE, DFSU | 13F-HR | 10/22/2025 | 000187632625000005 |
| Q2 2025 | 190 | 234,406 | VGSH, SGOV, DFSE, DFAC | 13F-HR | 7/16/2025 | 000187632625000004 |
| Q1 2025 | 175 | 208,810 | VGSH, SGOV, DFAC, DFSE | 13F-HR | 4/18/2025 | 000187632625000002 |
| Q4 2024 | 177 | 218,096 | VGSH, SGOV, DFIP, DFAC | 13F-HR | 1/24/2025 | 000187632625000001 |
| Q3 2024 | 195 | 208,893 | VGSH, SGOV, DFAC, DFSE | 13F-HR | 10/15/2024 | 000187632624000004 |
| Q2 2024 | 177 | 190,763 | VGSH, DFSE, DFAC, SCHB | 13F-HR | 7/10/2024 | 000187632624000003 |
| Q1 2024 | 197 | 194,526 | VGSH, DFAC, DFSE, SCHB | 13F-HR | 4/16/2024 | 000187632624000002 |
| Q4 2023 | 173 | 178,742 | VGSH, DFSE, DFAC, DFIP | 13F-HR | 1/22/2024 | 000187632624000001 |
| Q3 2023 | 148 | 155,900 | VGSH, DFSE, DFIP, DFAC | 13F-HR | 10/17/2023 | 000187632623000004 |
| Q2 2023 | 158 | 155,314 | VGSH, DFIP, DFSE, SCHB | 13F-HR | 7/14/2023 | 000187632623000003 |
| Q1 2023 | 153 | 154,558 | VGSH, DFIP, SCHB, DFSE | 13F-HR | 4/14/2023 | 000187632623000002 |
| Q4 2022 | 148 | 144,489 | VGSH, DFIP, SCHB, DFSE | 13F-HR | 1/17/2023 | 000187632623000001 |
| Q3 2022 | 133 | 126,542 | VGSH, DFIP, SCHB, DFAC | 13F-HR | 11/2/2022 | 000187632622000005 |
| Q2 2022 | 130 | 134,087 | VGSH, SCHB, DFIC, SCHF | 13F-HR | 7/15/2022 | 000187632622000004 |
| Q1 2022 | 120 | 112,237 | SCHB, DFIP, SCHF, VGSH | 13F-HR | 4/19/2022 | 000187632622000003 |
| Q4 2021 | 110 | 113,266 | SCHB, DFIP, SCHF, VGSH | 13F-HR | 1/14/2022 | 000187632622000002 |
| Q3 2021 | 98 | 86,650 | SCHB, SCHF, AAPL, VTI | 13F-HR | 10/13/2021 | 000187632621000002 |