| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 61 | 323,119 | DIMENSIONAL ETF TRUST, DFIC, DFAU, DFLV | 13F-HR | 2/9/2024 | 000195011824000001 |
| Q3 2023 | 60 | 261,429 | DIMENSIONAL ETF TRUST, DFIC, DFAU, DFLV | 13F-HR | 10/12/2023 | 000195011823000006 |
| Q2 2023 | 56 | 233,093 | DIMENSIONAL ETF TRUST, DFIC, DFAU, DFAT | 13F-HR | 10/12/2023 | 000195011823000005 |
| Q1 2023 | 45 | 216,563 | DIMENSIONAL ETF TRUST, DFIC, DFAU, DFUV | 13F-HR | 5/12/2023 | 000195011823000004 |
| Q4 2022 | 40 | 191,192 | DIMENSIONAL ETF TRUST, DFIC, DFUV, DFAU | 13F-HR | 1/31/2023 | 000195011823000002 |