| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 216 | 203,454 | DFAU, JCPB, ESGV, CMF | 13F-HR | 10/18/2024 | 000179270424000016 |
| Q2 2024 | 344 | 192,737 | DFAU, JCPB, ESGV, CMF | 13F-HR | 7/26/2024 | 000172588824000006 |
| Q1 2024 | 165 | 91,303 | DFAU, DFAX, DFIV, USXF | 13F-HR | 5/3/2024 | 000179270424000005 |
| Q4 2023 | 237 | 154,436 | DFAU, CMF, ESGV, VUG | 13F-HR | 1/26/2024 | 000180074524000004 |
| Q3 2023 | 136 | 81,066 | DFAU, DFAX, DFAS, DFIV | 13F-HR | 11/6/2023 | 000190715723000003 |
| Q2 2023 | 251 | 152,505 | JAVA, CMF, VUG, DFAU | 13F-HR | 7/14/2023 | 000179270423000004 |
| Q1 2023 | 262 | 140,783 | JAVA, CMF, VUG, DFAU | 13F-HR | 5/5/2023 | 000190715723000002 |
| Q4 2022 | 252 | 126,813 | JAVA, CMF, VUG, DFAU | 13F-HR | 2/13/2023 | 000190715723000001 |
| Q3 2022 | 237 | 118,559 | TEQI, CMF, VUG, DFAU | 13F-HR | 10/31/2022 | 000190715722000005 |
| Q2 2022 | 294 | 113,470 | TEQI, VUG, DFAU, DFIV | 13F-HR | 7/22/2022 | 000183823422000007 |
| Q1 2022 | 294 | 99,407 | VUG, ACWV, DFAU, ESML | 13F-HR | 4/28/2022 | 000190715722000001 |
| Q4 2021 | 312 | 101,592 | VUG, ACWV, VXF, DFAU | 13F-HR | 2/14/2022 | 000166829222000004 |