| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 707 | 437,278 | VUG, VTV, DFAW, DFUS | 13F-HR | 7/8/2026 | 000106299326003560 |
| Q1 2026 | 694 | 414,021 | VUG, DFAW, VTV, DFAX | 13F-HR | 5/1/2026 | 000106299326002253 |
| Q4 2025 | 644 | 415,908 | VUG, DFAW, DFUS, VTV | 13F-HR | 2/27/2026 | 000106299326001194 |
| Q3 2025 | 632 | 378,121 | VUG, DFUS, DFAW, DFAX | 13F-HR | 12/3/2025 | 000106299325017159 |
| Q2 2025 | 623 | 330,644 | VUG, DFUS, DFAW, DFAC | 13F-HR | 7/16/2025 | 000106299325012891 |
| Q1 2025 | 659 | 344,644 | VUG, DFUS, DFAW, DFAC | 13F-HR | 5/9/2025 | 000106299325008965 |
| Q4 2024 | 725 | 298,924 | VUG, DFUS, DUHP, SCHD | 13F-HR | 2/13/2025 | 000106299325002339 |
| Q3 2024 | 683 | 333,762 | VUG, DFUS, DFAC, DUHP | 13F-HR | 10/23/2024 | 000106299324017896 |
| Q2 2024 | 651 | 309,650 | VUG, DFUS, DFAC, DUHP | 13F-HR | 8/29/2024 | 000106299324015897 |
| Q4 2023 | 1,156 | 576,433 | DGSIX, DGEIX, SWVXX, VUG | 13F-HR | 2/13/2024 | 000106299324002891 |
| Q3 2023 | 751 | 8,105,022 | DGEIX, SCHD, DGTSX, DFAT | 13F-HR | 11/14/2023 | 000106299323020781 |
| Q2 2023 | 887 | 487,354 | Net Worth, SWVXX, DGSIX, DURPX | 13F-HR | 8/15/2023 | 000106299323016497 |
| Q1 2023 | 1,035 | 510,551 | DGSIX, SCHD, DGEIX, DFA SHORT-DURATION REAL RETURN INSTL | 13F-HR | 5/15/2023 | 000106299323011088 |
| Q4 2022 | 91 | 202,628 | SCHD, DFAT, VCSH, DUHP | 13F-HR | 2/14/2023 | 000106299323003302 |