| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 55 | 350,972 | SPIB, DFUV, AVUV, SPLG | 13F-HR | 11/7/2025 | 000205644725000007 |
| Q3 2025 | 55 | 350,972 | SPIB, DFUV, AVUV, SPLG | 13F-HR | 11/7/2025 | 000205644725000006 |
| Q2 2025 | 50 | 301,890 | SPIB, DIMENSIONAL ETFTRUST, SPLG, DFIV | 13F-HR | 8/4/2025 | 000205644725000005 |
| Q1 2025 | 50 | 277,418 | SPIB, DIMENSIONAL ETFTRUST, SPLG, DFIV | 13F-HR | 5/9/2025 | 000205644725000003 |
| Q4 2024 | 44 | 246,980 | SPIB, DIMENSIONAL ETFTRUST, SPLG, DFIV | 13F-HR | 2/18/2025 | 000205644725000001 |