| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 123 | 163,686 | DFUS, SPLG, DFCF, DFAC | 13F-HR | 10/24/2024 | 000195175724001120 |
| Q2 2024 | 117 | 150,255 | DFUS, SPLG, DFCF, DFAC | 13F-HR | 7/18/2024 | 000195175724000551 |
| Q1 2024 | 150 | 202,084 | DFUS, SPLG, DFCF, DFAC | 13F-HR | 4/22/2024 | 000195175724000357 |
| Q4 2023 | 118 | 138,134 | SPLG, DFAC, DFUS, ITOT | 13F-HR | 1/29/2024 | 000195175724000141 |
| Q3 2023 | 72 | 76,825 | SPLG, DFAC, DFUS, DFAI | 13F-HR | 10/25/2023 | 000195175723000621 |
| Q2 2023 | 65 | 71,989 | DFAC, BRK-A, SPLG, ITOT | 13F-HR | 8/1/2023 | 000195175723000464 |
| Q1 2023 | 61 | 73,648 | DKS, DFAC, BRK-A, SPLG | 13F-HR | 5/15/2023 | 000195175723000306 |
| Q4 2022 | 61 | 70,076 | DKS, DFAC, BRK-A, ITOT | 13F-HR | 1/25/2023 | 000193030123000001 |
| Q3 2022 | 60 | 65,971 | DFAC, ITOT, SPLG, BRK-A | 13F-HR | 11/14/2022 | 000195175722000020 |
| Q2 2022 | 65 | 68,734 | ITOT, SPLG, DFAC, BRK-A | 13F-HR | 8/15/2022 | 000193030122000005 |
| Q1 2022 | 73 | 83,663 | ITOT, SPLG, DFAC, BRK-A | 13F-HR | 5/25/2022 | 000193030122000003 |
| Q4 2021 | 75 | 86,970 | ITOT, SPLG, DFAC, ACWI | 13F-HR | 5/25/2022 | 000193030122000002 |