| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 90 | 433,817 | IVV, DFAU, DIA, DFUS | 13F-HR | 10/24/2024 | 000196189824000005 |
| Q2 2024 | 75 | 395,404 | IVV, DFAU, QQQ, DFUS | 13F-HR | 7/16/2024 | 000196189824000004 |
| Q1 2024 | 80 | 378,443 | IVV, DFAU, DIA, DFUS | 13F-HR | 4/19/2024 | 000196189824000003 |
| Q4 2023 | 72 | 270,199 | IVV, DFAU, DFUS, DIA | 13F-HR | 1/10/2024 | 000196189824000001 |
| Q3 2023 | 60 | 233,735 | IVV, DFAU, DIA, DFUS | 13F-HR | 11/14/2023 | 000196189823000004 |
| Q2 2023 | 64 | 235,196 | IVV, DFAU, DFUS, AGG | 13F-HR | 7/13/2023 | 000196189823000003 |
| Q1 2023 | 56 | 181,646 | IVV, DFAU, AGG, IEF | 13F-HR | 4/18/2023 | 000196189823000002 |
| Q4 2022 | 48 | 127,944 | IVV, DIMENSIONAL ETF TRUST, DFAU, AGG | 13F-HR | 1/20/2023 | 000196189823000001 |