| Q4 2025 |
137 |
$2,334,639,654 |
+$368,782,415 |
-$229,896,323 |
+$138,886,092 |
VTI, VXUS, ACWI, VOO, DFAU
|
13F-HR |
03 Feb 2026, 10:20 |
| Q3 2025 |
268 |
$2,146,266,264 |
+$230,807,257 |
-$24,163,100 |
+$206,644,157 |
VTI, VXUS, ACWI, VOO, SPY
|
13F-HR |
07 Nov 2025, 07:23 |
| Q2 2025 |
98 |
$1,805,921,151 |
+$121,801,527 |
-$83,473,654 |
+$38,327,873 |
VTI, VXUS, ACWI, VOO, SPY
|
13F-HR |
21 Jul 2025, 10:11 |
| Q1 2025 |
97 |
$1,608,711,261 |
+$40,244,830 |
-$25,531,953 |
+$14,712,877 |
VTI, VXUS, ACWI, VOO, SPY
|
13F-HR |
28 Apr 2025, 08:28 |
| Q4 2024 |
100 |
$1,617,756,148 |
+$26,614,724 |
-$59,538,644 |
-$32,923,920 |
VTI, ACWI, VXUS, VOO, SPY
|
13F-HR |
28 Jan 2025, 11:48 |
| Q3 2024 |
107 |
$1,677,556,673 |
+$37,106,229 |
-$48,975,859 |
-$11,869,630 |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
24 Oct 2024, 07:58 |
| Q2 2024 |
113 |
$1,585,409,803 |
+$51,591,723 |
-$36,923,832 |
+$14,667,891 |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
16 Jul 2024, 11:11 |
| Q1 2024 |
77 |
$1,550,309,201 |
+$20,616,093 |
-$42,929,682 |
-$22,313,589 |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
16 Apr 2024, 13:17 |
| Q4 2023 |
75 |
$1,465,646,736 |
+$74,749,446 |
-$109,120,036 |
-$34,370,590 |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
23 Jan 2024, 16:26 |
| Q3 2023 |
78 |
$1,362,434,049 |
+$87,307,458 |
-$88,959,702 |
-$1,652,244 |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
11 Oct 2023, 12:57 |
| Q2 2023 |
75 |
$1,417,388,290 |
+$85,008,677 |
-$82,578,492 |
+$2,430,185 |
VTI, VXUS, ACWI, SPY, ACWX
|
13F-HR |
26 Jul 2023, 13:10 |
| Q1 2023 |
479 |
$1,352,456,291 |
+$75,371,026 |
-$51,099,647 |
+$24,271,379 |
VTI, VXUS, ACWI, SPY, ACWX
|
13F-HR |
08 May 2023, 08:56 |
| Q4 2022 |
453 |
$1,258,150,000 |
+$49,009,728 |
-$26,162,800 |
+$22,846,928 |
VTI, VXUS, ACWI, SPY, VT
|
13F-HR |
25 Jan 2023, 11:16 |
| Q3 2022 |
360 |
$1,130,715,000 |
+$181,026,173 |
-$130,593,087 |
+$50,433,086 |
VTI, ACWI, VXUS, SPY, ACWX
|
13F-HR |
02 Nov 2022, 15:41 |
| Q2 2022 |
396 |
$1,164,512,000 |
+$124,360,152 |
-$48,567,039 |
+$75,793,113 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
28 Jul 2022, 07:13 |
| Q1 2022 |
355 |
$1,282,578,000 |
+$104,383,716 |
-$51,530,816 |
+$52,852,900 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
06 May 2022, 16:33 |
| Q4 2021 |
810 |
$1,287,893,000 |
+$50,024,225 |
-$80,621,240 |
-$30,597,015 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
10 Feb 2022, 08:44 |
| Q3 2021 |
850 |
$1,249,321,000 |
+$26,107,558 |
-$24,687,636 |
+$1,419,922 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
09 Nov 2021, 15:30 |
| Q2 2021 |
892 |
$1,270,121,000 |
+$55,079,394 |
-$69,893,878 |
-$14,814,484 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
13 Aug 2021, 12:39 |
| Q1 2021 |
276 |
$1,203,580,000 |
+$71,500,966 |
-$30,900,857 |
+$40,600,109 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
13 May 2021, 15:41 |
| Q4 2020 |
208 |
$1,098,377,000 |
+$70,820,384 |
-$32,156,984 |
+$38,663,400 |
VXUS, ACWI, VTI, SPY, VT
|
13F-HR |
08 Feb 2021, 07:04 |
| Q3 2020 |
177 |
$928,217,000 |
+$42,277,100 |
-$66,864,520 |
-$24,587,420 |
VXUS, ACWI, VTI, SPY, VT
|
13F-HR |
04 Nov 2020, 07:20 |
| Q2 2020 |
212 |
$894,959,000 |
+$50,690,657 |
-$121,799,240 |
-$71,108,583 |
VXUS, ACWI, VTI, SPY, VT
|
13F-HR |
12 Aug 2020, 08:14 |
| Q1 2020 |
180 |
$813,511,000 |
+$132,675,104 |
-$23,096,402 |
+$109,578,702 |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
13 May 2020, 09:53 |
| Q4 2019 |
191 |
$922,602,000 |
+$27,675,589 |
-$26,568,966 |
+$1,106,623 |
VXUS, VTI, ACWI, SPY, VOO
|
13F-HR |
28 Jan 2020, 09:18 |
| Q3 2019 |
170 |
$859,040,000 |
+$68,414,853 |
-$49,641,769 |
+$18,773,084 |
VXUS, VTI, ACWI, SPY, VSS
|
13F-HR |
31 Oct 2019, 11:49 |
| Q2 2019 |
174 |
$844,972,000 |
+$33,579,219 |
-$15,073,757 |
+$18,505,462 |
VXUS, ACWI, VTI, SPY, VOO
|
13F-HR |
19 Jul 2019, 13:20 |
| Q1 2019 |
259 |
$807,702,000 |
+$23,268,002 |
-$55,205,685 |
-$31,937,683 |
VXUS, ACWI, VTI, SPY, VOO
|
13F-HR |
08 Apr 2019, 11:57 |
| Q4 2018 |
174 |
$751,856,000 |
+$123,809,401 |
-$14,779,625 |
+$109,029,776 |
VXUS, ACWI, VTI, SPY, VNQ
|
13F-HR |
18 Jan 2019, 15:04 |
| Q3 2018 |
149 |
$738,350,000 |
+$21,840,996 |
-$5,996,390 |
+$15,844,606 |
VXUS, ACWI, VTI, SPY, VNQ
|
13F-HR |
30 Oct 2018, 07:32 |
| Q2 2018 |
140 |
$699,174,000 |
+$41,913,757 |
-$13,597,604 |
+$28,316,153 |
VXUS, ACWI, VTI, SPY, VNQ
|
13F-HR |
19 Jul 2018, 16:21 |
| Q1 2018 |
126 |
$671,103,000 |
+$109,033,918 |
-$7,843,893 |
+$101,190,025 |
VXUS, ACWI, SPY, VTI, VNQ
|
13F-HR |
03 May 2018, 16:00 |
| Q4 2017 |
125 |
$574,917,000 |
+$24,429,752 |
-$7,236,473 |
+$17,193,279 |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
31 Jan 2018, 08:08 |
| Q3 2017 |
64 |
$531,543,000 |
+$20,953,583 |
-$18,989,258 |
+$1,964,325 |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
23 Oct 2017, 10:26 |
| Q2 2017 |
112 |
$504,373,000 |
+$14,700,363 |
-$17,597,184 |
-$2,896,821 |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
24 Jul 2017, 10:32 |
| Q1 2017 |
77 |
$489,081,000 |
+$6,511,530 |
-$7,444,486 |
-$932,956 |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
26 Apr 2017, 09:43 |
| Q4 2016 |
53 |
$459,281,000 |
+$30,097,870 |
-$8,982,770 |
+$21,115,100 |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
20 Jan 2017, 13:58 |
| Q3 2016 |
40 |
$437,612,000 |
+$10,918,405 |
-$4,534,947 |
+$6,383,458 |
VXUS, ACWI, SPY, VOO, VTI
|
13F-HR |
17 Oct 2016, 11:46 |
| Q2 2016 |
36 |
$411,313,000 |
+$11,996,800 |
-$16,772,295 |
-$4,775,495 |
VXUS, ACWI, SPY, VOO, VTI
|
13F-HR |
26 Jul 2016, 16:18 |
| Q1 2016 |
37 |
$414,369,000 |
+$32,998,586 |
-$32,748,858 |
+$249,728 |
VXUS, ACWI, SPY, VOO, VTI
|
13F-HR |
12 Apr 2016, 14:47 |
| Q4 2015 |
35 |
$413,426,000 |
+$63,295,055 |
-$11,130,856 |
+$52,164,199 |
ACWI, VXUS, SPY, VOO, VEA
|
13F-HR |
15 Jan 2016, 15:13 |
| Q3 2015 |
36 |
$347,716,000 |
+$80,285,599 |
-$14,057,802 |
+$66,227,797 |
ACWI, VXUS, SPY, VEA, VOO
|
13F-HR |
14 Oct 2015, 09:30 |
| Q2 2015 |
35 |
$310,497,000 |
+$8,131,774 |
-$2,408,614 |
+$5,723,160 |
ACWI, SPY, VXUS, VEA, EFA
|
13F-HR |
11 Aug 2015, 10:53 |
| Q1 2015 |
36 |
$305,211,000 |
+$4,428,181 |
-$34,135,369 |
-$29,707,188 |
ACWI, SPY, VXUS, VEA, EFA
|
13F-HR |
01 May 2015, 09:23 |
| Q4 2014 |
101 |
$328,885,000 |
+$57,677,333 |
-$223,099 |
+$57,454,234 |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
30 Jan 2015, 09:26 |
| Q3 2014 |
24 |
$272,539,000 |
+$5,563,364 |
-$3,013,443 |
+$2,549,921 |
ACWI, SPY, VXUS, VEA, EFA
|
13F-HR |
07 Nov 2014, 16:59 |
| Q2 2014 |
25 |
$276,950,000 |
+$2,062,492 |
-$630,448 |
+$1,432,044 |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
12 Aug 2014, 11:10 |
| Q1 2014 |
26 |
$264,255,000 |
+$5,586,090 |
-$18,005,795 |
-$12,419,705 |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
12 May 2014, 15:00 |
| Q4 2013 |
30 |
$275,443,000 |
$0 |
$0 |
$0 |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
07 Feb 2014, 13:59 |