| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 275 | 131,899 | IVV, VEA, Dimensional US Core Equity 2 ETF, AVUV | 13F-HR | 10/21/2026 | 000215925226000006 |
| Q2 2026 | 262 | 128,900 | IVV, VEA, DFLV, Dimensional US Core Equity 2 ETF | 13F-HR | 10/21/2026 | 000215925226000004 |
| Q1 2026 | 277 | 115,708 | IVV, VEA, AVUV, DFLV | 13F-HR | 10/21/2026 | 000215925226000003 |
| Q4 2025 | 294 | 110,792 | IVV, VEA, IJH, AVUV | 13F-HR | 10/21/2026 | 000215925226000002 |