| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 9 | $249M | $0 | -$5.82M | -$5.82M | VT, IWD, IWV, SPY, ACWI | 13F-HR | 8/12/2025, 11:59 AM |
| Q1 2025 | 9 | $233M | $0 | -$16.9M | -$16.9M | VT, IWD, IWV, SPY, ACWI | 13F-HR | 5/15/2025, 07:50 AM |
| Q4 2024 | 9 | $254M | $0 | -$3.24M | -$3.24M | VT, IWD, IWV, SPY, ACWI | 13F-HR | 2/7/2025, 10:10 AM |
| Q3 2024 | 9 | $260M | +$445K | -$3.19M | -$2.75M | VT, IWD, IWV, SPY, VEA | 13F-HR | 10/23/2024, 05:54 PM |
| Q2 2024 | 9 | $247M | $0 | -$32.2M | -$32.2M | VT, IWD, IWV, SPY, VEA | 13F-HR | 8/6/2024, 02:00 PM |
| Q1 2024 | 9 | $275M | $0 | -$701K | -$701K | VT, IWD, IWV, SPY, VEA | 13F-HR | 4/22/2024, 06:25 AM |
| Q4 2023 | 9 | $255M | +$1.61M | -$3.35M | -$1.74M | VT, IWD, IWV, SPY, VEA | 13F-HR | 1/31/2024, 09:47 PM |
| Q3 2023 | 9 | $232M | +$25.3M | -$16M | +$9.32M | VT, IWD, IWV, VEA, SPY | 13F-HR | 11/13/2023, 06:29 AM |
| Q2 2023 | 9 | $232M | +$684K | -$4.34M | -$3.65M | VT, SPY, IWD, IWV, VEA | 13F-HR | 7/13/2023, 11:14 AM |
| Q1 2023 | 9 | $222M | +$676K | +$676K | VT, SPY, IWD, IWV, VEA | 13F-HR | 5/2/2023, 04:53 PM | |
| Q4 2022 | 9 | $209M | +$5.23M | -$275K | +$4.96M | VT, IWD, SPY, IWV, VEA | 13F-HR | 1/26/2023, 11:25 AM |
| Q3 2022 | 9 | $187M | +$6.21M | -$11.4M | -$5.17M | VT, IWD, SPY, IWV, VEA | 13F-HR | 10/26/2022, 01:49 PM |
| Q2 2022 | 9 | $206M | -$4.49M | -$4.49M | VT, IWD, VEA, IWV, SPY | 13F-HR | 7/27/2022, 01:58 PM | |
| Q1 2022 | 9 | $250M | +$3.06M | -$12M | -$8.93M | VT, IWD, VEA, IWV, SPY | 13F-HR | 4/20/2022, 07:01 PM |
| Q4 2021 | 10 | $275M | -$10.8M | -$10.8M | VT, IWD, VEA, IWV, SPY | 13F-HR | 1/14/2022, 05:51 PM | |
| Q3 2021 | 10 | $269M | +$963K | -$3.86M | -$2.89M | VT, VEA, IWD, IWV, SPY | 13F-HR | 10/12/2021, 07:42 AM |
| Q2 2021 | 10 | $275M | +$409K | -$21.6M | -$21.2M | VT, VEA, IWD, IWV, SPY | 13F-HR | 8/16/2021, 11:40 AM |
| Q1 2021 | 10 | $278M | $0 | -$15.2M | -$15.2M | VT, VEA, IWD, IWV, SPY | 13F-HR | 5/11/2021, 03:25 PM |
| Q4 2020 | 10 | $277M | -$4.09B | -$4.09B | VT, VEA, IWD, IWV, SPY | 13F-HR | 6/10/2021, 02:36 PM | |
| Q3 2020 | 10 | $234M | +$14.3M | -$10.5M | +$3.79M | VT, VEA, IWD, IWV, VTI | 13F-HR | 6/14/2021, 05:06 PM |
| Q2 2020 | 10 | $236M | +$34.9M | -$33.5M | +$1.38M | VT, VEA, IWD, IWV, SPY | 13F-HR | 6/15/2021, 05:20 PM |
| Q1 2020 | 10 | $200M | +$6.25M | -$1.7M | +$4.55M | VT, IWD, VEA, IEFA, IWV | 13F-HR | 6/16/2021, 04:28 PM |
| Q4 2019 | 9 | $252M | -$948K | -$948K | VT, IWD, VEA, IEFA, IWV | 13F-HR | 6/21/2021, 08:41 AM | |
| Q3 2019 | 9 | $235M | +$111K | +$111K | VT, IWD, VEA, IEFA, IWV | 13F-HR | 6/22/2021, 02:31 PM | |
| Q2 2019 | 9 | $235M | -$2.61M | -$2.61M | VT, IWD, VEA, IEFA, IWV | 13F-HR | 6/23/2021, 04:46 PM | |
| Q1 2019 | 9 | $232M | -$1.5M | -$1.5M | VT, IWD, VEA, IEFA, IWV | 13F-HR | 6/24/2021, 11:02 AM | |
| Q4 2018 | 9 | $209M | +$35.5M | -$36.3M | -$851K | VT, IWD, VEA, IEFA, IWV | 13F-HR | 6/25/2021, 01:16 PM |
| Q3 2018 | 7 | $243M | +$40M | +$40M | VT, VEA, IWD, IWV, VTI | 13F-HR | 6/28/2021, 02:10 PM | |
| Q2 2018 | 8 | $196M | -$980K | -$980K | VT, IWD, VEA, IWV, VTI | 13F-HR | 6/29/2021, 01:45 PM | |
| Q1 2018 | 8 | $196M | -$6.94M | -$6.94M | VT, IWD, VEA, IWV, VTI | 13F-HR | 6/30/2021, 10:24 AM | |
| Q4 2017 | 8 | $206M | +$61.9K | -$754K | -$692K | VT, IWD, VEA, IWV, VTI | 13F-HR | 7/1/2021, 05:58 PM |
| Q3 2017 | 8 | $197M | +$20.1M | +$20.1M | VT, IWD, VEA, IWV, VTI | 13F-HR | 7/2/2021, 03:27 PM | |
| Q2 2017 | 8 | $171M | +$2.58M | -$1.37M | +$1.21M | VT, IWD, VEA, IWV, VTI | 13F-HR | 7/6/2021, 12:44 PM |
| Q1 2017 | 8 | $165M | -$11.2M | -$11.2M | IWD, VT, VEA, IWV, VTI | 13F-HR | 7/7/2021, 03:53 PM | |
| Q4 2016 | 8 | $167M | +$1.34M | -$11.5M | -$10.2M | VT, IWD, VEA, VTI, IWV | 13F-HR | 7/8/2021, 01:44 PM |
| Q3 2016 | 8 | $174M | +$2.61M | -$314K | +$2.29M | VT, IWD, VEA, VTI, IWV | 13F-HR | 7/14/2021, 11:59 AM |
| Q2 2016 | 8 | $168M | +$204K | -$749K | -$545K | VT, IWD, VEA, VTI, IWV | 13F-HR | 7/15/2021, 01:05 PM |
| Q1 2016 | 8 | $166M | +$22M | -$5.82M | +$16.1M | VT, IWD, VEA, VTI, IWV | 13F-HR | 7/16/2021, 01:56 PM |
| Q4 2015 | 8 | $144M | +$12.8M | -$4.88M | +$7.95M | VT, IWD, VEA, IWV, VGSH | 13F-HR | 7/19/2021, 05:05 PM |
| Q3 2015 | 8 | $138M | +$903K | -$62.2M | -$61.3M | VT, IWD, VEA, IWV, VGSH | 13F-HR | 7/20/2021, 02:00 PM |
| Q2 2015 | 11 | $206M | +$3.89M | -$5.54M | -$1.64M | VT, VEA, VGSH, IWD, IWV | 13F-HR | 7/21/2021, 03:13 PM |
| Q1 2015 | 11 | $215M | +$18.8M | +$18.8M | VT, VEA, IWD, VGSH, IWV | 13F-HR | 7/22/2021, 05:08 PM | |
| Q4 2014 | 11 | $145M | +$713K | -$9.97M | -$9.25M | VEA, IWD, VGSH, IWV, SPY | 13F-HR | 7/28/2021, 04:32 PM |
| Q3 2014 | 13 | $200M | +$34M | -$12.5M | +$21.5M | VT, VEA, VGSH, IWD, IWV | 13F-HR | 7/29/2021, 12:44 PM |
| Q2 2014 | 12 | $184M | +$1.04M | +$1.04M | VEA, VT, IWD, IWV, SPY | 13F-HR | 7/30/2021, 04:10 PM | |
| Q1 2014 | 13 | $177M | +$76K | -$51.2M | -$51.1M | VEA, VT, IWD, IWV, SPY | 13F-HR | 8/2/2021, 04:31 PM |
| Q4 2013 | 12 | $228M | +$28M | -$13.4M | +$14.6M | VEA, VT, IWD, IWV, SPY | 13F-HR | 8/3/2021, 01:59 PM |
| Q3 2013 | 10 | $266K | +$37K | -$114 | +$36.9K | VEA, VT, VYM, VWO, IWD | 13F-HR | 8/4/2021, 02:18 PM |
| Q2 2013 | 12 | $228K | +$52.6K | -$5.55K | +$47K | VEA, VT, VYM, VWO, SPY | 13F-HR | 8/5/2021, 12:40 PM |
| Q1 2013 | 13 | $47.6M | +$6.7M | -$146K | +$6.55M | VEA, EMB, IAUXXXX, VIG, BIV | 13F-HR | 8/6/2021, 01:19 PM |
| Q4 2012 | 13 | $73.1M | VT, VEA, VIG, BIV, BSV | 13F-HR | 8/16/2021, 11:35 AM |