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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 249 | $638,753,000 | +$29,617,585 | -$54,763,234 | -$25,145,649 | ILCV, SCHF, VEA, SCHP, VWO | 13F-HR | 14 Oct 2025, 15:22 |
| Q2 2025 | 255 | $628,221,000 | +$44,270,637 | -$39,498,391 | +$4,772,246 | ILCV, SCHF, VEA, SCHP, VWO | 13F-HR | 11 Jul 2025, 20:18 |
| Q1 2025 | 254 | $592,794,000 | +$34,802,153 | -$18,673,123 | +$16,129,030 | ILCV, SCHF, VEA, VWO, SCHX | 13F-HR | 10 Apr 2025, 15:46 |
| Q4 2024 | 251 | $575,381,000 | +$144,559,746 | -$15,360,605 | +$129,199,141 | ILCV, SCHF, VEA, USFR, VWO | 13F-HR | 10 Jan 2025, 20:17 |
| Q3 2024 | 239 | $534,831,000 | +$128,783,359 | -$64,531,586 | +$64,251,773 | ILCV, SCHF, VEA, VWO, SCHX | 13F-HR | 08 Oct 2024, 21:16 |
| Q2 2024 | 170 | $442,909,000 | +$9,174,174 | -$6,096,295 | +$3,077,879 | SCHF, ILCV, SCHX, VWO, SCHP | 13F-HR | 10 Jul 2024, 12:31 |
| Q1 2024 | 83 | $442,146,000 | +$9,440,193 | -$16,962,816 | -$7,522,623 | SCHF, ILCV, SCHX, VWO, SCHP | 13F-HR | 06 May 2024, 13:25 |
| Q4 2023 | 70 | $427,494,000 | +$25,343,228 | -$11,129,838 | +$14,213,390 | SCHF, ILCV, SCHX, VWO, SCHP | 13F-HR | 05 Feb 2024, 09:51 |
| Q3 2023 | 64 | $383,113,000 | +$15,760,805 | -$4,620,551 | +$11,140,254 | SCHF, ILCV, SCHP, SCHX, VWO | 13F-HR | 30 Oct 2023, 13:48 |
| Q2 2023 | 59 | $387,775,000 | +$13,402,562 | -$4,516,876 | +$8,885,686 | SCHF, ILCV, SCHP, SCHX, VWO | 13F-HR | 19 Jul 2023, 14:58 |
| Q1 2023 | 64 | $371,294,000 | +$15,141,372 | -$6,419,137 | +$8,722,235 | SCHF, ILCV, SCHP, VWO, SCHX | 13F-HR | 12 Apr 2023, 14:11 |
| Q4 2022 | 51 | $395,066,000 | +$18,334,544 | -$2,339,803 | +$15,994,741 | SCHF, ILCV, SCHH, SCHP, VWO | 13F-HR | 24 Jan 2023, 11:58 |
| Q3 2022 | 48 | $350,747,000 | +$26,195,086 | -$3,712,503 | +$22,482,583 | SCHF, ILCV, SCHH, SCHP, VWO | 13F-HR | 25 Oct 2022, 15:21 |
| Q2 2022 | 53 | $362,129,000 | +$18,695,671 | -$10,606,584 | +$8,089,087 | SCHF, ILCV, SCHH, SCHP, VWO | 13F-HR | 03 Aug 2022, 13:32 |
| Q1 2022 | 52 | $404,564,000 | +$65,666,008 | -$8,210,580 | +$57,455,428 | SCHF, ILCV, SCHH, SCHP, VWO | 13F-HR | 18 Apr 2022, 13:51 |
| Q4 2021 | 20 | $412,231,000 | +$5,992,032 | -$3,293,010 | +$2,699,022 | SCHF, SCHH, ILCV, VWO, SCHX | 13F-HR | 03 Feb 2022, 14:08 |
| Q3 2021 | 20 | $390,707,000 | +$63,280,191 | -$48,500,032 | +$14,780,159 | SCHF, ILCV, SCHH, VWO, SCHX | 13F-HR | 19 Oct 2021, 13:31 |
| Q2 2021 | 20 | $382,368,000 | +$84,119,123 | -$12,860,568 | +$71,258,555 | SCHF, SCHH, SCHX, ILCV, VWO | 13F-HR | 10 Aug 2021, 15:16 |
| Q1 2021 | 20 | $366,194,000 | +$9,191,732 | -$18,019,299 | -$8,827,567 | SCHF, SCHH, SCHX, ILCV, VWO | 13F-HR | 06 May 2021, 16:41 |
| Q4 2020 | 22 | $355,600,000 | +$1,258,664 | -$6,390,755 | -$5,132,091 | SCHF, SCHH, SCHX, VWO, ILCV | 13F-HR | 09 Feb 2021, 14:13 |
| Q3 2020 | 26 | $340,577,000 | +$8,296,991 | -$44,505,671 | -$36,208,680 | SCHF, SCHH, SCHX, VWO, ILCV | 13F-HR | 12 Nov 2020, 14:30 |
| Q2 2020 | 29 | $392,373,000 | +$30,149,490 | -$17,789,834 | +$12,359,656 | SCHF, SCHH, VWO, VEA, SCHX | 13F-HR | 04 Aug 2020, 15:42 |
| Q1 2020 | 29 | $370,207,000 | +$8,316,747 | -$9,772,139 | -$1,455,392 | SCHF, SCHH, VWO, ILCV, SCHX | 13F-HR | 05 May 2020, 20:09 |
| Q4 2019 | 27 | $469,088,000 | +$8,685,055 | -$11,058,414 | -$2,373,359 | SCHF, VWO, SCHH, ILCV, VEA | 13F-HR | 21 Jan 2020, 14:52 |
| Q3 2019 | 26 | $449,875,000 | +$52,616,835 | -$488,152 | +$52,128,683 | SCHF, SCHH, VWO, ILCV, VEA | 13F-HR | 30 Oct 2019, 16:16 |
| Q2 2019 | 24 | $398,460,000 | $0 | SCHF, VWO, ILCV, VEA, SCHX | 13F-HR | 01 Aug 2019, 10:55 |