| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 935 | 194,708 | VOO, VGLT, DSI, BOND | 13F-HR | 11/15/2024 | 000194890424000005 |
| Q2 2024 | 789 | 161,076 | VOO, DSI, VGLT, BOND | 13F-HR | 8/9/2024 | 000194890424000003 |
| Q1 2024 | 741 | 134,699 | VOO, DSI, VEU, FTHI | 13F-HR | 5/13/2024 | 000194890424000002 |
| Q4 2023 | 727 | 110,255 | VOO, DSI, ESGD, VEU | 13F-HR | 2/12/2024 | 000194890424000001 |
| Q3 2023 | 73 | 158,577 | DSI, ESGD, FEP, VEU | 13F-HR | 10/27/2023 | 000194890423000002 |
| Q2 2023 | 85 | 152,264 | DSI, ESGD, FEP, VEU | 13F-HR | 8/23/2023 | 000194890423000001 |