| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 27 | 238,620 | VTI, VEA, DFSV, VCIT | 13F-HR | 11/5/2024 | 000108514624005379 |
| Q2 2024 | 27 | 223,240 | VTI, VEA, DFSV, VCIT | 13F-HR | 8/9/2024 | 000108514624003663 |
| Q1 2024 | 24 | 157,732 | VTI, VEA, DFSV, DFAC | 13F-HR | 5/1/2024 | 000108514624002156 |
| Q4 2023 | 18 | 148,996 | VTI, VEA, DFSV, DFAC | 13F-HR | 2/15/2024 | 000108514624001514 |
| Q3 2023 | 21 | 137,425 | VTI, VEA, DFAC, DFSV | 13F-HR | 10/27/2023 | 000108514623003967 |
| Q2 2023 | 20 | 145,939 | VTI, VEA, DFAC, DFSV | 13F-HR | 7/25/2023 | 000108514623002896 |
| Q1 2023 | 20 | 136,291 | VTI, DFAC, VEA, DFSV | 13F-HR | 4/27/2023 | 000108514623001920 |
| Q4 2022 | 21 | 133,469 | VTI, DFAC, VEA, VGIT | 13F-HR | 2/15/2023 | 000108514623001395 |