| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 4 | $186M | $0 | -$44.5M | -$44.5M | VTI, IVV, IEMG, IEFA | 13F-HR | 2/12/2025, 01:56 PM |
| Q3 2024 | 4 | $233M | $0 | -$20M | -$20M | VTI, IVV, IEMG, IEFA | 13F-HR | 10/23/2024, 04:29 PM |
| Q2 2024 | 4 | $239M | $0 | -$8.41M | -$8.41M | VTI, IVV, IEMG, IEFA | 13F-HR | 8/7/2024, 04:15 PM |
| Q1 2024 | 4 | $240M | $0 | -$3.71M | -$3.71M | VTI, IVV, IEMG, IEFA | 13F-HR | 5/9/2024, 04:35 PM |
| Q4 2023 | 4 | $226M | VTI, IVV, IEMG, IEFA | 13F-HR | 1/30/2024, 02:21 PM | |||
| Q3 2023 | 4 | $205M | VTI, IVV, IEMG, IEFA | 13F-HR | 10/31/2023, 09:10 AM | |||
| Q2 2023 | 4 | $212M | +$37.8M | -$6.4M | +$31.4M | VTI, IVV, IEMG, IEFA | 13F-HR | 8/1/2023, 01:51 PM |
| Q1 2023 | 4 | $171M | +$20.4M | +$20.4M | VTI, IVV, IEMG, IEFA | 13F-HR | 5/10/2023, 09:13 AM | |
| Q4 2022 | 4 | $141M | +$668K | +$668K | VTI, IVV, IEMG, IEFA | Restatement | 2/13/2023, 12:15 PM | |
| Q3 2022 | 4 | $130M | +$22.4M | +$22.4M | VTI, IVV, IEMG, IEFA | 13F-HR | 11/9/2022, 03:17 PM | |
| Q2 2022 | 5 | $117M | +$23.2M | -$22.3K | +$23.2M | VTI, IVV, IEMG, IEFA, CLOV | 13F-HR | 8/11/2022, 03:04 PM |
| Q1 2022 | 5 | $110M | +$92.7K | -$2.71M | -$2.62M | IVV, IEMG, VTI, IEFA, CLOV | 13F-HR | 5/10/2022, 12:37 PM |
| Q4 2021 | 5 | $120M | +$1.37M | +$1.37M | IVV, IEMG, VTI, IEFA, CLOV | 13F-HR | 2/11/2022, 01:17 PM | |
| Q3 2021 | 5 | $114M | +$729K | $0 | +$729K | IVV, IEMG, VTI, IEFA, CLOV | 13F-HR | 11/12/2021, 09:11 AM |
| Q2 2021 | 4 | $116M | +$37.6M | -$377K | +$37.3M | IEMG, IVV, VTI, IEFA | 13F-HR | 8/11/2021, 03:52 PM |
| Q1 2021 | 4 | $75.3M | +$377K | -$28M | -$27.6M | IEMG, IEFA, VTI, PLTR | 13F-HR | 5/10/2021, 09:49 AM |
| Q4 2020 | 3 | $98.5M | -$2.98M | -$2.98M | IEFA, IEMG, VTI | 13F-HR | 2/10/2021, 01:48 PM | |
| Q3 2020 | 4 | $103M | -$17.5M | -$17.5M | IEFA, IEMG, VTI, IJR | 13F-HR | 11/12/2020, 09:24 AM | |
| Q2 2020 | 4 | $112M | -$54M | -$54M | IEFA, VTI, IEMG, IJR | 13F-HR | 8/13/2020, 08:57 AM | |
| Q1 2020 | 6 | $196M | +$82M | +$82M | VTI, IEFA, SHY, IEMG, IGSB | 13F-HR | 5/12/2020, 12:17 PM | |
| Q4 2019 | 4 | $150M | VTI, IEFA, IJR, IEMG | 13F-HR | 2/12/2020, 09:15 AM |