| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 948 | 496,962 | VIG, SNSXX, VGUS, VEU | 13F-HR | 8/12/2026 | 000194503726000003 |
| Q1 2026 | 941 | 443,059 | VIG, SNSXX, VGUS, VEU | 13F-HR | 4/22/2026 | 000194503726000002 |
| Q4 2025 | 921 | 430,786 | VIG, SNSXX, DGEIX, VEU | 13F-HR | 2/3/2026 | 000194503726000001 |
| Q3 2025 | 896 | 419,982 | VIG, SNSXX, DGEIX, VTI | 13F-HR | 11/5/2025 | 000194503725000005 |
| Q2 2025 | 861 | 385,964 | SNSXX, VIG, DGEIX, VTI | 13F-HR | 8/12/2025 | 000194503725000004 |
| Q1 2025 | 755 | 342,607 | VIG, BRK-B, DGEIX, VTI | 13F-HR | 5/13/2025 | 000194503725000003 |
| Q4 2024 | 860 | 337,374 | VIG, DGEIX, VTI, BRK-B | 13F-HR | 1/23/2025 | 000194503725000001 |
| Q3 2024 | 858 | 354,370 | DGEIX, VIG, VTI, BRK-B | 13F-HR | 10/22/2024 | 000194503724000004 |
| Q2 2024 | 850 | 317,233 | DGEIX, VIG, VTI, BRK-B | 13F-HR | 7/31/2024 | 000194503724000003 |
| Q1 2024 | 829 | 311,325 | DGEIX, VIG, BRK-B, VTI | 13F-HR | 4/17/2024 | 000194503724000002 |
| Q4 2023 | 823 | 287,128 | DGEIX, VIG, AAPL, VTI | 13F-HR | 1/23/2024 | 000194503724000001 |
| Q3 2023 | 823 | 263,651 | DGEIX, VIG, BRK-B, AAPL | 13F-HR | 11/14/2023 | 000194503723000005 |
| Q2 2023 | 856 | 290,659 | DGEIX, SNSXX, VIG, AAPL | 13F-HR | 8/1/2023 | 000194503723000003 |
| Q1 2023 | 885 | 268,681 | DGEIX, VIG, AAPL, BRK-B | 13F-HR | 4/19/2023 | 000194503723000002 |
| Q4 2022 | 852 | 256,912 | DGEIX, VIG, BRK-B, NOBL | 13F-HR | 2/9/2023 | 000194503723000001 |
| Q3 2022 | 783 | 219,144 | DGEIX, SNSXX, VIG, AAPL | 13F-HR | 10/31/2022 | 000194503722000002 |
| Q2 2022 | 529 | 165,519 | VIG, AAPL, BRK-B, NOBL | 13F-HR | 9/21/2022 | 000194503722000001 |