| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 61 | 177,117 | VOO, DFAI, VO, VTI | 13F-HR | 10/30/2025 | 000208585325000192 |
| Q2 2025 | 54 | 156,142 | VOO, DFAI, VO, VTI | 13F-HR | 7/22/2025 | 000166773125000923 |
| Q1 2025 | 49 | 132,022 | VOO, VO, DFAI, VTI | 13F-HR | 5/6/2025 | 000166773125000596 |
| Q4 2024 | 43 | 127,113 | VOO, VO, VTI, SCHG | 13F-HR | 1/30/2025 | 000166773125000183 |