| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2021 | 38 | $133M | VTV, VEA, VUG, VEU, IEFA | 13F-HR | 3/24/2022, 01:39 PM | |||
| Q3 2021 | 38 | $133M | +$9.39M | -$3.65M | +$5.74M | VTV, VEA, VUG, VEU, IEFA | 13F-HR | 11/17/2021, 02:07 PM |
| Q2 2021 | 36 | $129M | +$9.23M | -$7.3M | +$1.93M | VTV, VEA, VWO, VEU, VUG | 13F-HR | 8/17/2021, 01:50 PM |
| Q1 2021 | 35 | $124M | +$11.1M | -$14.6M | -$3.56M | VTV, VEA, VWO, VEU, IXUS | 13F-HR | 5/11/2021, 07:34 PM |
| Q3 2020 | 35 | $114M | +$9.29M | -$4.5M | +$4.79M | AGG, SCHK, VEA, IUSB, IVV | 13F-HR | 10/29/2020, 10:11 AM |
| Q2 2020 | 31 | $103M | +$30.2M | -$509K | +$29.7M | VUG, VOO, IUSB, VTI, VEA | 13F-HR | 8/11/2020, 05:07 PM |
| Q1 2020 | 26 | $70.9M | +$13.2M | -$7.77M | +$5.38M | IUSB, SPAB, BND, IVV, VEA | 13F-HR | 5/1/2020, 12:18 PM |
| Q4 2019 | 26 | $107M | +$6.37M | -$4.76M | +$1.62M | VTI, VWO, VTV, VOO, IVV | 13F-HR | 2/13/2020, 01:08 PM |
| Q3 2019 | 26 | $102M | +$5.24M | -$8.13M | -$2.88M | VTI, VTV, IVV, BND, AGG | 13F-HR | 10/30/2019, 10:26 AM |
| Q2 2019 | 27 | $109M | +$17.2M | -$552K | +$16.7M | AGG, VTI, IVV, VOO, BND | 13F-HR | 8/2/2019, 12:24 PM |
| Q1 2019 | 31 | $103M | +$14.9M | -$15.3M | -$350K | VTI, IVV, VOO, OPER, VWO | 13F-HR | 5/8/2019, 01:40 PM |
| Q4 2018 | 25 | $82.9M | OPER, VTI, IVV, VOO, AGG | 13F-HR | 1/28/2019, 01:20 PM | |||
| Q3 2018 | 33 | $111M | +$7.63M | -$5.15M | +$2.48M | OPER, VUG, VTI, IVV, VOO | 13F-HR | 10/29/2018, 01:47 PM |
| Q2 2018 | 32 | $105M | +$9.82M | -$3.16M | +$6.65M | VUG, IEFA, VOO, IVV, INTF | 13F-HR | 7/30/2018, 03:03 PM |
| Q1 2018 | 35 | $111M | +$9.11M | -$6.97M | +$2.14M | VUG, IEFA, VWO, INTF, VEU | 13F-HR | 5/14/2018, 10:47 AM |
| Q4 2017 | 32 | $112M | IEFA, VTI, VWO, IVV, VOO | 13F-HR | 3/12/2018, 02:22 PM |