| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 9 | $102M | $0 | $0 | SPY, VEA, IBIT, ETHA, BTC | 13F-HR | 2/13/2025, 04:57 PM | |
| Q3 2018 | 3 | $66.6M | SPY, VEA, IEFA | 13F-HR | 11/13/2018, 09:04 AM | |||
| Q2 2018 | 3 | $64M | SPY, VEA, IEFA | 13F-HR | 8/10/2018, 02:33 PM | |||
| Q1 2018 | 1 | $1M | IEFA | 13F-HR | 5/9/2018, 02:09 PM | |||
| Q4 2017 | 2 | $26.5M | VEA, IEFA | 13F-HR | 2/14/2018, 05:52 PM |