| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 69 | 229,245 | DIMENSIONAL ETF TRUST, VUG, DFAC, DFUV | 13F-HR | 2/13/2024 | 000110465924017899 |
| Q3 2023 | 69 | 202,652 | DIMENSIONAL ETF TRUST, VUG, DFAC, DFAI | 13F-HR | 11/13/2023 | 000110465923116732 |
| Q2 2023 | 70 | 200,229 | DIMENSIONAL ETF TRUST, VUG, DFAC, DFUV | 13F-HR | 8/7/2023 | 000110465923088420 |
| Q1 2023 | 64 | 180,881 | DIMENSIONAL ETF TRUST, VUG, DFAC, DFUV | 13F-HR | 5/12/2023 | 000110465923059626 |
| Q4 2022 | 62 | 162,291 | DIMENSIONAL ETF TRUST, DFAC, DFUV, VUG | 13F-HR | 2/15/2023 | 000110465923022297 |