Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 37 | $171M | +$4.19M | -$3.08M | +$1.1M | IEFA, IVV, IEMG, SGOV, VTV | 13F-HR | 1/14/2025, 02:21 PM |
Q3 2024 | 34 | $178M | +$4.87M | -$439K | +$4.43M | IEFA, IVV, IEMG, SGOV, VTV | 13F-HR | 10/21/2024, 11:50 AM |
Q2 2024 | 33 | $164M | +$582K | -$6.74M | -$6.16M | IEFA, IVV, IEMG, SGOV, VTV | 13F-HR | 7/10/2024, 05:26 PM |
Q1 2024 | 33 | $171M | +$10.5M | -$1.78M | +$8.68M | IEFA, IVV, IEMG, SGOV, VTV | 13F-HR | 4/11/2024, 11:25 AM |
Q4 2023 | 32 | $161M | +$5.95M | -$13.3M | -$7.31M | IEFA, IVV, IEMG, SGOV, LEMB | 13F-HR | 1/17/2024, 09:05 AM |
Q3 2023 | 31 | $157M | +$11M | -$5.75M | +$5.22M | IEFA, IVV, IEMG, SGOV, LEMB | 13F-HR | 10/26/2023, 01:54 PM |
Q2 2023 | 29 | $157M | +$3.68M | -$4.52M | -$845K | IEFA, IVV, IEMG, IVE, LEMB | 13F-HR | 7/28/2023, 05:58 PM |
Q1 2023 | 27 | $155M | +$3.95M | -$2.8M | +$1.15M | IEFA, IVV, IEMG, IVE, LEMB | 13F-HR | 4/17/2023, 04:01 PM |
Q4 2022 | 27 | $146M | +$9.12M | -$7.72M | +$1.41M | IEFA, IVV, IEMG, IVE, IJH | 13F-HR | 1/26/2023, 04:01 PM |
Q3 2022 | 24 | $133M | +$1.52M | -$3.62M | -$2.1M | IEFA, IVV, IEMG, QLTA, TIP | 13F-HR | 10/25/2022, 06:08 PM |
Q2 2022 | 24 | $146M | +$3.64M | -$6.25M | -$2.61M | IEFA, IVV, IEMG, QLTA, TIP | 13F-HR | 7/27/2022, 12:57 PM |
Q1 2022 | 30 | $169M | +$7.23M | -$5.78M | +$1.45M | IEFA, IVV, IEMG, QLTA, IVE | 13F-HR | 4/14/2022, 05:12 PM |
Q4 2021 | 31 | $176M | +$6.39M | -$1.54M | +$4.85M | IEFA, IVV, QLTA, IEMG, IVE | 13F-HR | 1/25/2022, 02:55 PM |
Q3 2021 | 29 | $167M | +$4.63M | -$545K | +$4.08M | IEFA, IVV, QLTA, IEMG, IVE | 13F-HR | 10/15/2021, 06:16 PM |
Q2 2021 | 27 | $165M | +$4.02M | -$3.13M | +$881K | IEFA, IVV, QLTA, IEMG, IVE | 13F-HR | 7/28/2021, 11:02 AM |
Q1 2021 | 27 | $158M | +$3.49M | -$2.02M | +$1.48M | IEFA, IVV, QLTA, IEMG, IVE | 13F-HR | 4/19/2021, 09:36 AM |
Q4 2020 | 27 | $151M | +$7.03M | -$808K | +$6.22M | IEFA, IVV, QLTA, IEMG, ISTB | 13F-HR | 1/27/2021, 05:28 PM |
Q3 2020 | 22 | $131M | +$11.5M | -$10.9M | +$505K | IEFA, IVV, QLTA, IEMG, IVE | 13F-HR | 10/14/2020, 12:31 PM |
Q2 2020 | 24 | $125M | +$10.8M | -$6.96M | +$3.8M | IEFA, IVV, QLTA, IEMG, IJH | 13F-HR | 7/13/2020, 12:58 PM |
Q1 2020 | 25 | $108M | +$3.35M | -$2.46M | +$889K | IEFA, IVV, QLTA, IEMG, ISTB | 13F-HR | 4/22/2020, 02:52 PM |
Q4 2019 | 27 | $130M | +$1.06M | -$2.78M | -$1.73M | IEFA, IVV, QLTA, IEMG, IJH | 13F-HR | 2/14/2020, 09:50 AM |
Q3 2019 | 28 | $126M | +$1.22M | -$513K | +$711K | IEFA, IVV, QLTA, IEMG, IJH | 13F-HR | 10/16/2019, 03:39 PM |
Q2 2019 | 28 | $125M | +$1.32M | -$421K | +$903K | IEFA, IVV, QLTA, IEMG, IJH | 13F-HR | 7/19/2019, 01:49 PM |
Q1 2019 | 28 | $122M | +$12.3M | -$11.7M | +$614K | IEFA, IVV, QLTA, IEMG, IJH | 13F-HR | 4/10/2019, 11:59 AM |
Q4 2018 | 28 | $112M | +$2.54M | -$1.33M | +$1.21M | IEFA, IVV, LQD, IEMG, ISTB | 13F-HR | 1/29/2019, 05:36 PM |
Q3 2018 | 28 | $122M | +$3.25M | -$927K | +$2.32M | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 10/11/2018, 03:54 PM |
Q2 2018 | 28 | $119M | +$3.74M | -$4.77M | -$1.03M | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 7/13/2018, 04:10 PM |
Q1 2018 | 28 | $121M | +$2.42M | -$952K | +$1.47M | IEFA, LQD, IVV, IEMG, IJH | 13F-HR | 4/23/2018, 05:42 PM |
Q4 2017 | 28 | $121M | +$1.31M | -$1.38M | -$62.5K | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 1/26/2018, 11:49 AM |
Q3 2017 | 28 | $118M | +$4.75M | -$635K | +$4.12M | IEFA, IVV, LQD, IEMG, IJH | Restatement | 10/20/2017, 11:07 AM |
Q2 2017 | 26 | $110M | +$3.39M | -$802K | +$2.59M | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 7/14/2017, 12:25 PM |
Q1 2017 | 25 | $104M | +$4.37M | -$265K | +$4.11M | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 4/13/2017, 05:19 PM |
Q4 2016 | 25 | $97.1M | +$2.41M | -$1.74M | +$670K | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 1/9/2017, 03:04 PM |
Q3 2016 | 25 | $97.7M | +$13.1M | -$14.8M | -$1.68M | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 10/13/2016, 11:29 AM |
Q2 2016 | 33 | $97.7M | +$2.14M | -$1.12M | +$1.02M | IEFA, IVV, LQD, IEMG, USCI | 13F-HR | 7/15/2016, 09:28 AM |
Q1 2016 | 29 | $94.8M | +$1.43M | -$1.26M | +$170K | IEFA, IVV, LQD, IEMG, USCI | 13F-HR | 4/19/2016, 09:39 PM |
Q4 2015 | 29 | $92.7M | +$5.93M | -$1.61M | +$4.32M | IEFA, IVV, LQD, IEMG, USCI | 13F-HR | 2/4/2016, 12:44 PM |
Q3 2015 | 29 | $87.5M | +$2.45M | -$2.4M | +$44.9K | IEFA, IVV, LQD, IEMG, USCI | 13F-HR | 10/29/2015, 10:31 AM |
Q2 2015 | 28 | $94.2M | +$21K | -$3.88M | -$3.86M | IEFA, IVV, LQD, IEMG, USCI | 13F-HR | 7/27/2015, 03:19 PM |
Q1 2015 | 28 | $99.2M | +$2.22M | -$1.16M | +$1.05M | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 5/5/2015, 03:41 PM |
Q4 2014 | 27 | $96.9M | $0 | $0 | IEFA, IVV, LQD, IEMG, IJH | 13F-HR | 2/4/2015, 02:31 PM |