| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 110 | 329,900 | VTI, DUSB, DUHP, DFCF | 13F-HR | 11/17/2025 | 000117266125005196 |
| Q2 2025 | 110 | 293,451 | VTI, DUSB, DUHP, DFAT | 13F-HR | 8/14/2025 | 000117266125003401 |
| Q4 2024 | 108 | 270,780 | VTI, DUSB, DFAT, VEA | 13F-HR | 2/14/2025 | 000117266125001058 |
| Q3 2024 | 111 | 267,894 | VTI, DUSB, DFAT, VEA | 13F-HR | 11/14/2024 | 000117266124005120 |
| Q2 2024 | 101 | 210,683 | VTI, DUSB, DFUV, VEA | 13F-HR | 8/14/2024 | 000117266124003487 |
| Q1 2024 | 96 | 200,958 | VTI, DUSB, DFUV, VEA | 13F-HR | 5/15/2024 | 000117266124002461 |
| Q4 2023 | 93 | 177,771 | VTI, DIMENSIONAL ETF TRUST, DFUV, VEA | 13F-HR | 2/14/2024 | 000117266124001289 |