| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | 255,918 | VEA, VUG, DFAC, VTV | 13F-HR | 8/17/2026 | 000205728526000005 |
| Q1 2026 | 40 | 221,014 | VEA, VUG, DFAC, IBTK | 13F-HR | 5/11/2026 | 000205728526000003 |
| Q4 2025 | 39 | 217,135 | VUG, VEA, DFAC, IBTK | 13F-HR | 2/17/2026 | 000205728526000001 |
| Q3 2025 | 39 | 201,898 | VUG, VEA, DFAC, IBTF | 13F-HR | 11/17/2025 | 000205728525000005 |
| Q2 2025 | 39 | 186,066 | VUG, DFAC, VEA, DUHP | 13F-HR | 8/17/2026 | 000205728526000006 |
| Q1 2025 | 36 | 149,488 | VUG, DFAC, VEA, DUHP | 13F-HR | 5/15/2025 | 000205728525000002 |
| Q4 2024 | 36 | 130,752 | VUG, DFAC, VEA, DUHP | RESTATEMENT | 8/17/2026 | 000205728526000008 |