| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 168 | 298,931 | VYM, VUG, DFAC, IJR | 13F-HR | 4/14/2025 | 000195175725000353 |
| Q4 2024 | 168 | 298,627 | VUG, VYM, DFAC, IJR | 13F-HR | 1/17/2025 | 000195175725000066 |
| Q3 2024 | 168 | 288,216 | VYM, DFAC, VUG, IJR | 13F-HR | 10/15/2024 | 000195175724001033 |
| Q2 2024 | 165 | 258,772 | DFAC, VUG, VYM, IJR | 13F-HR | 7/31/2024 | 000195175724000600 |
| Q1 2024 | 158 | 241,866 | DFAC, VYM, VUG, IJR | 13F-HR | 4/29/2024 | 000195175724000400 |
| Q4 2023 | 147 | 217,591 | DFAC, VYM, VUG, IJR | 13F-HR | 1/30/2024 | 000195175724000160 |
| Q3 2023 | 144 | 192,437 | DFAC, VYM, VUG, IJR | 13F-HR | 10/16/2023 | 000195175723000581 |
| Q2 2023 | 147 | 195,318 | DFAC, VYM, VUG, IJR | 13F-HR | 7/17/2023 | 000195175723000367 |
| Q1 2023 | 136 | 173,893 | VYM, DFAC, VUG, IJR | 13F-HR | 5/2/2023 | 000195175723000227 |
| Q4 2022 | 136 | 162,947 | VYM, DFAC, IJR, VUG | 13F-HR | 1/19/2023 | 000195175723000020 |
| Q3 2022 | 126 | 144,110 | VYM, DFAC, VUG, IVV | 13F-HR | 10/24/2022 | 000191027322000004 |
| Q2 2022 | 125 | 147,035 | VYM, DFAC, VUG, IVV | 13F-HR | 7/18/2022 | 000191027322000003 |
| Q1 2022 | 130 | 164,647 | DFAC, VYM, VUG, IVV | 13F-HR | 4/29/2022 | 000191027322000002 |
| Q4 2021 | 122 | 156,253 | DFAC, VYM, VUG, IVV | 13F-HR | 2/11/2022 | 000191027322000001 |