| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 46 | 211,615 | VOO, DFAC, BNDW, DFCF | 13F-HR | 7/9/2025 | 000108514625003618 |
| Q1 2025 | 46 | 197,126 | VOO, DFAC, BNDW, DFCF | 13F-HR | 4/29/2025 | 000108514625002454 |
| Q4 2024 | 43 | 198,229 | VOO, DFAC, BNDW, DFCF | 13F-HR | 1/28/2025 | 000108514625000547 |