| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 81 | 290,254 | VTI, AVUV, DFAI, AVDE | 13F-HR | 8/11/2025 | 000175496025000568 |
| Q1 2025 | 77 | 236,307 | VTI, DFAI, AVNM, AVDE | 13F-HR | 5/14/2025 | 000108514625003157 |
| Q4 2024 | 76 | 229,838 | VTI, DFAI, AAPL, DFAT | 13F-HR | 1/22/2025 | 000108514625000408 |
| Q3 2024 | 76 | 225,372 | DFAI, VTI, IVV, DFAT | 13F-HR | 10/9/2024 | 000108514624004738 |