| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | 299,136 | IVV, DFSD, DUHP, DFIC | 13F-HR | 8/14/2026 | 000195175726001261 |
| Q1 2026 | 60 | 259,531 | DFSD, IVV, DUHP, DFIC | 13F-HR | 10/1/2026 | 000195175726001642 |
| Q4 2025 | 61 | 267,002 | IVV, DFSD, DUHP, DFIC | 13F-HR | 10/1/2026 | 000195175726001641 |
| Q3 2025 | 60 | 262,266 | IVV, DFSD, DUHP, DFIC | 13F-HR | 10/1/2026 | 000195175726001632 |
| Q2 2025 | 58 | 242,858 | IVV, DUHP, DFSD, DFIC | 13F-HR | 10/1/2026 | 000195175726001643 |
| Q1 2025 | 55 | 210,951 | IVV, DUHP, DFSD, DFIC | 13F-HR | 10/1/2026 | 000195175726001633 |
| Q4 2024 | 56 | 202,089 | IVV, DUHP, DFSD, VTIP | 13F-HR | 10/1/2026 | 000195175726001634 |
| Q3 2024 | 55 | 199,415 | IVV, DUHP, VTIP, DFIC | 13F-HR | 10/1/2026 | 000195175726001635 |
| Q2 2024 | 51 | 175,616 | IVV, DUHP, VTIP, DFIC | 13F-HR | 10/1/2026 | 000195175726001636 |
| Q1 2024 | 55 | 166,269 | IVV, DUHP, VTIP, DFIC | 13F-HR | 10/1/2026 | 000195175726001640 |
| Q4 2023 | 52 | 152,004 | IVV, DUHP, VTIP, DFIC | 13F-HR | 10/1/2026 | 000195175726001648 |
| Q3 2023 | 44 | 135,222 | IVV, DUHP, VTIP, VTV | 13F-HR | 10/1/2026 | 000195175726001645 |
| Q2 2023 | 50 | 133,861 | IVV, DUHP, VTIP, VTV | 13F-HR | 10/1/2026 | 000195175726001650 |
| Q1 2023 | 44 | 121,763 | IVV, VTIP, DUHP, VTV | 13F-HR | 10/1/2026 | 000195175726001649 |
| Q4 2022 | 43 | 116,639 | IVV, VTIP, DUHP, VTV | 13F-HR | 10/1/2026 | 000195175726001647 |
| Q3 2022 | 44 | 106,915 | IVV, VTIP, DUHP, VTV | 13F-HR | 10/1/2026 | 000195175726001644 |
| Q2 2022 | 46 | 108,099 | IVV, VTIP, DUHP, DFUV | 13F-HR | 10/1/2026 | 000195175726001639 |
| Q1 2022 | 40 | 97,653 | IVV, VTIP, VTV, IWB | 13F-HR | 10/1/2026 | 000195175726001638 |
| Q4 2021 | 40 | 99,005 | IVV, VTIP, IWB, VTV | 13F-HR | 10/1/2026 | 000195175726001637 |