| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 41 | 169,484 | VTI, DFAC, VCSH, VTV | 13F-HR | 10/6/2025 | 000121465925014655 |
| Q2 2025 | 38 | 159,146 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014177 |
| Q1 2025 | 38 | 148,318 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014176 |
| Q4 2024 | 35 | 149,685 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014175 |
| Q3 2024 | 34 | 146,766 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014174 |
| Q2 2024 | 34 | 138,953 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014173 |
| Q1 2024 | 33 | 138,770 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014172 |
| Q4 2023 | 34 | 128,569 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014171 |
| Q3 2023 | 34 | 115,761 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014170 |
| Q2 2023 | 37 | 122,055 | VTI, DFAC, VTV, VCSH | 13F-HR | 9/25/2025 | 000121465925014169 |
| Q1 2023 | 35 | 115,336 | VTI, DFAC, VTV, VCSH | 13F-HR | 9/25/2025 | 000121465925014168 |
| Q4 2022 | 35 | 110,312 | VTI, DFAC, VTV, VCSH | 13F-HR | 9/25/2025 | 000121465925014167 |
| Q3 2022 | 34 | 104,859 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014166 |
| Q2 2022 | 33 | 107,363 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014165 |
| Q1 2022 | 32 | 116,373 | DFAC, VTI, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014164 |
| Q4 2021 | 34 | 117,473 | DFAC, VTI, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014163 |
| Q3 2021 | 34 | 109,961 | DFAC, VTI, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014162 |
| Q2 2021 | 32 | 117,199 | VTI, DFAC, VCSH, VTV | 13F-HR | 9/25/2025 | 000121465925014161 |