| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 94 | 231,182 | VTI, VCIT, IVV, DFAC | 13F-HR | 8/11/2025 | 000175496025000557 |
| Q1 2025 | 88 | 210,101 | VTI, VCIT, DFAC, IVV | 13F-HR | 4/22/2025 | 000108514625002255 |
| Q4 2024 | 89 | 206,321 | DFAC, VTI, IVV, VCIT | 13F-HR | 2/11/2025 | 000108514625001032 |