| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 32 | $297M | +$3.87M | -$2.13M | +$1.74M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 10/20/2025, 03:47 PM |
| Q2 2025 | 31 | $277M | +$6.25M | -$3.21M | +$3.04M | IEFA, IVV, SPY, IJR, VOO | 13F-HR | 7/9/2025, 02:20 PM |
| Q1 2025 | 31 | $253M | +$5.73M | -$939K | +$4.79M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 4/18/2025, 02:17 PM |
| Q4 2024 | 32 | $251M | +$8.1M | -$1.32M | +$6.78M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 1/14/2025, 11:59 AM |
| Q3 2024 | 31 | $250M | +$5.4M | -$876K | +$4.53M | IEFA, IVV, SPY, IJR, RSP | Restatement | 1/14/2025, 12:05 PM |
| Q2 2024 | 32 | $232M | +$8.86M | -$3.92M | +$4.94M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 7/3/2024, 03:58 PM |
| Q1 2024 | 30 | $226M | +$20.3M | -$2.27M | +$18M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 4/12/2024, 04:16 PM |
| Q4 2023 | 27 | $195M | +$22.5M | -$3.72M | +$18.8M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 1/31/2024, 01:36 PM |
| Q3 2023 | 26 | $160M | +$8.94M | -$1.91M | +$7.03M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 10/10/2023, 04:01 PM |
| Q2 2023 | 25 | $159M | +$2.99M | -$649K | +$2.34M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 7/14/2023, 05:04 PM |
| Q1 2023 | 23 | $150M | +$3.66M | -$500K | +$3.16M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 4/5/2023, 04:05 PM |
| Q4 2022 | 21 | $138M | +$3.29M | -$448K | +$2.85M | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 1/19/2023, 02:07 PM |
| Q3 2022 | 25 | $125M | +$11.3M | -$3.05M | +$8.28M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 10/7/2022, 01:05 PM |
| Q2 2022 | 26 | $125M | +$10.4M | -$604K | +$9.82M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 7/11/2022, 05:08 PM |
| Q1 2022 | 32 | $139M | +$5.7M | -$295K | +$5.41M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 4/14/2022, 05:13 PM |
| Q4 2021 | 28 | $140M | +$3.67M | -$849K | +$2.82M | IVV, SPY, IEFA, IJR, RSP | 13F-HR | 1/18/2022, 12:57 PM |
| Q3 2021 | 26 | $129M | +$2.01M | -$1.25M | +$762K | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 10/18/2021, 06:31 PM |
| Q2 2021 | 24 | $130M | +$2.72M | -$1.54M | +$1.19M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 7/9/2021, 12:47 PM |
| Q1 2021 | 23 | $121M | +$16.7M | -$4.41M | +$12.3M | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 4/15/2021, 09:21 PM |
| Q4 2020 | 20 | $101M | IEFA, IVV, SPY, IJR, VWO | 13F-HR | 1/26/2021, 05:52 PM |