| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 114 | 189,386 | VOO, COWZ, ACWI, DFAI | 13F-HR | 10/22/2024 | 000194003324000005 |
| Q2 2024 | 99 | 163,505 | VOO, COWZ, ACWI, DFAI | 13F-HR | 8/5/2024 | 000194003324000003 |
| Q1 2024 | 94 | 152,295 | VOO, COWZ, ACWI, DFAI | 13F-HR | 4/26/2024 | 000194003324000002 |
| Q4 2023 | 71 | 113,957 | VOO, COWZ, ACWI, DFAI | 13F-HR | 1/29/2024 | 000194003324000001 |
| Q3 2023 | 71 | 138,854 | ACWI, DFAI, DFAE, VOO | 13F-HR | 11/13/2023 | 000194003323000002 |
| Q2 2023 | 66 | 119,740 | DFAI, DFAE, DIMENSIONAL ETF TRUST CORE FIXED INCOM, RPV | 13F-HR | 8/10/2023 | 000194003323000001 |
| Q2 2022 | 59 | 58,138 | BLACKSTONE REAL ESTATE INCOME TRUST CLASS D, SPTL, VTV, VTI | RESTATEMENT | 8/12/2022 | 000194003322000005 |