| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 49 | 196,474 | IVV, DFAC, BRK-A, IJR | 13F-HR | 5/12/2025 | 000117266125001684 |
| Q4 2024 | 49 | 196,067 | IVV, DFAC, IJR, VTI | 13F-HR | 2/13/2025 | 000117266125000739 |
| Q3 2024 | 50 | 193,768 | IVV, DFAC, BRK-A, IJR | 13F-HR | 11/1/2024 | 000117266124004442 |
| Q2 2024 | 48 | 167,666 | IVV, DFAC, VTI, IJR | 13F-HR | 8/13/2024 | 000117266124003302 |
| Q1 2024 | 47 | 171,819 | IVV, DFAC, BRK-A, VTI | 13F-HR | 5/10/2024 | 000117266124002139 |
| Q4 2023 | 44 | 148,727 | IVV, DFAC, IJR, VTI | 13F-HR | 1/29/2024 | 000117266124000370 |
| Q3 2023 | 47 | 130,267 | IVV, DFAC, VTI, IJR | 13F-HR | 10/31/2023 | 000117266123003552 |
| Q2 2023 | 47 | 144,907 | IVV, BRK-A, DFAC, VTI | 13F-HR | 8/11/2023 | 000117266123002898 |
| Q1 2023 | 47 | 135,444 | IVV, BRK-A, DFAC, VTI | 13F-HR | 5/8/2023 | 000117266123001887 |
| Q4 2022 | 47 | 137,637 | IVV, BRK-A, VTI, DFAC | 13F-HR | 2/14/2023 | 000117266123001229 |
| Q3 2022 | 41 | 111,991 | IVV, BRK-A, VTI, IJH | 13F-HR | 11/10/2022 | 000160658722002262 |
| Q2 2022 | 41 | 118,255 | IVV, BRK-A, VTI, IJR | 13F-HR | 8/15/2022 | 000160658722001797 |
| Q1 2022 | 41 | 134,724 | IVV, BRK-A, VTI, IJR | 13F-HR | 5/10/2022 | 000160658722001050 |