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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 39 | $331M | +$1.01M | -$2.03M | -$1.02M | VTI, VEA, VWO, EFA, BRKB | 13F-HR | 8/5/2024, 06:35 PM |
| Q1 2024 | 40 | $329M | +$6.6M | -$1.47M | +$5.13M | VTI, VEA, VWO, EFA, IEFA | 13F-HR | 4/25/2024, 04:23 PM |
| Q4 2023 | 37 | $304M | +$812K | -$16.2M | -$15.4M | VTI, VEA, VWO, EFA, IEFA | 13F-HR | 2/13/2024, 01:19 PM |
| Q3 2023 | 41 | $293M | +$5.19M | -$1.8M | +$3.39M | VTI, VEA, VWO, EFA, IEFA | 13F-HR | 10/25/2023, 07:45 PM |
| Q2 2023 | 41 | $306M | +$478K | -$3.81M | -$3.33M | VTI, VEA, VWO, EFA, IEFA | 13F-HR | 7/31/2023, 03:45 PM |
| Q1 2023 | 42 | $296M | +$4.78M | -$113M | -$108M | VTI, VEA, VWO, EFA, IEFA | 13F-HR | 4/27/2023, 07:05 PM |
| Q4 2022 | 56 | $433M | +$6.58M | -$20.8M | -$14.2M | VTI, VEA, IEFA, VWO, NFLX | 13F-HR | 1/26/2023, 01:12 PM |
| Q3 2022 | 53 | $412M | +$4.7M | -$5.28M | -$582K | VTI, VEA, IEFA, VWO, BOND | 13F-HR | 10/27/2022, 07:13 PM |
| Q2 2022 | 55 | $444M | +$2.86M | -$17.2M | -$14.3M | VTI, VEA, IEFA, VWO, EFA | 13F-HR | 7/25/2022, 06:05 PM |
| Q1 2022 | 65 | $561M | +$11M | -$3.65M | +$7.35M | VTI, VEA, IEFA, VWO, NFLX | 13F-HR | 4/15/2022, 01:10 PM |
| Q4 2021 | 63 | $609M | +$15.3M | -$6.01M | +$9.24M | VTI, VEA, IEFA, VWO, NFLX | 13F-HR | 2/1/2022, 02:57 PM |
| Q3 2021 | 62 | $578M | +$8.07M | -$11.4M | -$3.37M | VTI, VEA, IEFA, VWO, NFLX | 13F-HR | 10/19/2021, 07:11 PM |
| Q2 2021 | 60 | $593M | +$8.51M | -$10.1M | -$1.64M | VTI, VEA, IEFA, VWO, NFLX | 13F-HR | 7/20/2021, 04:43 PM |
| Q1 2021 | 58 | $561M | +$17.5M | -$18.8M | -$1.32M | VTI, VEA, IEFA, VWO, NFLX | 13F-HR | 4/16/2021, 04:01 PM |
| Q4 2020 | 53 | $542M | +$3.07M | -$10.4M | -$7.38M | VTI, VEA, IEFA, VWO, VNQ | 13F-HR | 1/25/2021, 02:46 PM |
| Q3 2020 | 54 | $483M | VTI, VEA, IEFA, VWO, BOND | Restatement | 10/26/2020, 05:32 PM | |||
| Q2 2020 | 0 | 13F-HR | 8/7/2020, 06:42 PM | |||||
| Q1 2020 | 58 | $435M | +$31.1M | -$107M | -$76.1M | VTI, VEA, IEFA, VWO, FTSV | 13F-HR | 4/28/2020, 03:29 PM |
| Q4 2019 | 69 | $647M | +$18.4M | -$7.39M | +$11.1M | VTI, VEA, VWO, VNQ, EFA | 13F-HR | 1/31/2020, 01:19 PM |
| Q3 2019 | 66 | $591M | VTI, VEA, VWO, VNQ, EFA | New Holdings | 1/31/2020, 01:10 PM | |||
| Q3 2019 | 66 | $591M | +$5.96M | -$62.6M | -$56.6M | VTI, VEA, VWO, VNQ, EFA | 13F-HR | 11/12/2019, 03:54 PM |
| Q2 2019 | 62 | $660M | VTI, VEA, VWO, VNQ, EFA | New Holdings | 1/23/2020, 05:50 PM | |||
| Q2 2019 | 62 | $660M | +$21.5M | -$1.32M | +$20.2M | VTI, VEA, VWO, VNQ, EFA | 13F-HR | 8/14/2019, 08:20 PM |
| Q1 2019 | 57 | $642M | VTI, VEA, VWO, VNQ, EFA | New Holdings | 1/22/2020, 02:59 PM | |||
| Q1 2019 | 61 | $650M | +$7.26M | -$24.4M | -$17.2M | VTI, VEA, VWO, VNQ, EFA | 13F-HR | 5/9/2019, 08:00 PM |
| Q4 2018 | 57 | $592M | VTI, VEA, VWO, VNQ, EFA | New Holdings | 1/21/2020, 02:30 PM | |||
| Q4 2018 | 59 | $592M | +$62.2M | -$45.1M | +$17.1M | VTI, VEA, VWO, VNQ, EFA | 13F-HR | 2/13/2019, 08:56 PM |
| Q3 2018 | 63 | $663M | +$21.4M | -$15.9M | +$5.55M | VTI, VEA, VWO, VNQ, XLE | 13F-HR | 11/13/2018, 04:26 PM |
| Q2 2018 | 61 | $655M | +$50.1M | -$28.9M | +$21.2M | VTI, VEA, VWO, VNQ, XLE | 13F-HR | 8/3/2018, 06:54 PM |
| Q1 2018 | 60 | $655M | +$32.9M | -$9.79M | +$23.1M | VTI, VEA, VWO, BOND, EFA | 13F-HR | 5/8/2018, 07:42 PM |
| Q4 2017 | 85 | $670M | +$17.4M | -$10.7M | +$6.65M | VTI, VEA, VWO, XLE, EFA | Restatement | 5/7/2018, 06:58 PM |
| Q3 2017 | 84 | $644M | +$29.6M | -$8.11M | +$21.5M | VTI, VEA, VWO, XLE, EFA | Restatement | 5/7/2018, 07:04 PM |
| Q2 2017 | 77 | $600M | +$10.7M | -$17.2M | -$6.52M | VTI, VEA, VWO, EFA, XLE | Restatement | 5/7/2018, 07:08 PM |
| Q1 2017 | 83 | $597M | +$41.4M | -$8.57M | +$32.8M | VTI, VEA, VWO, XLE, EFA | Restatement | 5/7/2018, 07:12 PM |
| Q4 2016 | 85 | $547M | +$39.6M | -$46.7M | -$7.17M | VTI, VEA, VWO, XLE, EFA | 13F-HR | 2/8/2017, 12:58 PM |
| Q3 2016 | 88 | $561M | +$47.6M | -$4.26M | +$43.4M | VTI, VEA, VWO, BOND, XLE | 13F-HR | 10/26/2016, 04:40 PM |
| Q2 2016 | 74 | $499M | +$37M | -$2.99M | +$34M | VTI, VWO, VEA, BOND, XLE | 13F-HR | 8/3/2016, 03:45 PM |
| Q1 2016 | 72 | $456M | +$66.3M | -$48.9M | +$17.3M | VTI, VWO, VEA, BOND, XLE | 13F-HR | 5/2/2016, 03:00 PM |
| Q4 2015 | 95 | $441M | +$122M | -$29.7M | +$92.4M | VTI, VWO, EFA, BOND, VDE | 13F-HR | 2/10/2016, 01:07 PM |
| Q3 2015 | 47 | $342M | +$26M | -$21.5M | +$4.53M | VTI, EFA, XLE, VEA, VWO | 13F-HR | 10/30/2015, 03:22 PM |
| Q2 2015 | 58 | $388M | +$27.5M | -$7.06M | +$20.5M | VTI, EFA, XLE, VWO, TLT | 13F-HR | 8/10/2015, 04:10 PM |
| Q1 2015 | 54 | $373M | +$35.5M | -$9.81M | +$25.7M | VTI, EFA, VWO, XLE, VDE | Restatement | 5/7/2015, 03:10 PM |
| Q4 2014 | 57 | $345M | +$30.7M | -$21.4M | +$9.31M | VTI, EFA, VWO, XLE, TLT | 13F-HR | 2/6/2015, 12:30 PM |
| Q3 2014 | 57 | $342M | +$33.8M | -$30.3M | +$3.5M | EFA, VTI, XLE, TLT, VWO | 13F-HR | 10/17/2014, 05:22 PM |
| Q2 2014 | 53 | $355M | +$21.6M | -$2.14M | +$19.5M | EFA, VTI, XLE, GLD, TLT | 13F-HR | 8/7/2014, 05:55 PM |
| Q1 2014 | 49 | $323M | +$55.2M | -$17.6M | +$37.6M | EFA, VTI, XLE, GLD, TLT | 13F-HR | 4/23/2014, 04:26 PM |
| Q4 2013 | 48 | $283M | EFA, VTI, TLT, VWO, EEM | 13F-HR | 1/28/2014, 12:40 PM |