| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 35 | $369M | +$18.3M | -$2.78M | +$15.5M | VTI, VEU, Z, VWO, ZG | 13F-HR | 11/5/2020, 09:53 AM |
| Q2 2020 | 32 | $308M | +$2.9M | -$19.1M | -$16.2M | VTI, VEU, VWO, Z, ZG | 13F-HR | 8/4/2020, 06:11 PM |
| Q1 2020 | 35 | $266M | +$14.2M | -$12.8M | +$1.44M | VTI, VEU, VWO, Z, PHYS | 13F-HR | 5/15/2020, 12:45 PM |
| Q4 2019 | 39 | $330M | +$3.02M | -$8.42M | -$5.4M | VTI, VEU, VWO, Z, VXUS | 13F-HR | 2/10/2020, 01:58 PM |
| Q3 2019 | 40 | $303M | +$2.76M | -$3.02M | -$262K | VTI, VEU, VWO, Z, PHYS | 13F-HR | 11/12/2019, 11:25 AM |
| Q2 2019 | 36 | $315M | +$3.97M | -$2.85M | +$1.12M | VTI, VEU, VWO, Z, ZG | 13F-HR | 7/3/2019, 11:40 AM |
| Q1 2019 | 38 | $300M | +$8.26M | -$5.57M | +$2.7M | VTI, VEU, VWO, Z, VEA | 13F-HR | 5/6/2019, 01:26 PM |
| Q4 2018 | 39 | $268M | +$17.9M | -$7.13M | +$10.8M | VTI, VEU, VWO, Z, BND | 13F-HR | 2/6/2019, 01:23 PM |
| Q3 2018 | 50 | $297M | +$9.65M | -$1.19M | +$8.46M | VTI, VEU, VWO, Z, VEA | 13F-HR | 11/13/2018, 01:46 PM |
| Q2 2018 | 43 | $290M | +$12.5M | -$921K | +$11.6M | VTI, VEU, VWO, Z, ZG | 13F-HR | 7/16/2018, 11:35 AM |
| Q1 2018 | 34 | $278M | +$4.21M | -$788K | +$3.42M | VEU, VTI, VWO, Z, ZG | 13F-HR | 5/1/2018, 04:29 PM |
| Q4 2017 | 32 | $268M | +$815K | -$5.01M | -$4.19M | VEU, VTI, VWO, Z, VEA | 13F-HR | 2/7/2018, 06:41 PM |
| Q3 2017 | 33 | $261M | +$8.49M | -$1.91M | +$6.58M | VEU, VTI, VWO, Z, VEA | 13F-HR | 11/8/2017, 02:14 PM |
| Q2 2017 | 36 | $249M | +$7.47M | -$629K | +$6.84M | VEU, VTI, VWO, Z, ZG | 13F-HR | 8/10/2017, 03:05 PM |
| Q1 2017 | 34 | $226M | +$5.47M | -$2.24M | +$3.23M | VTI, VEU, VWO, Z, VEA | 13F-HR | 5/10/2017, 04:36 PM |
| Q4 2016 | 33 | $212M | +$2.31M | -$6.06M | -$3.75M | VTI, VEU, VWO, Z, BND | 13F-HR | 1/11/2017, 04:29 PM |
| Q3 2016 | 32 | $216M | +$3.52M | -$1.76M | +$1.76M | VEU, VTI, VWO, Z, BND | 13F-HR | 10/7/2016, 05:11 PM |
| Q2 2016 | 31 | $206M | +$1.8M | -$16.9M | -$15.1M | VTI, VEU, VWO, Z, BND | 13F-HR | 7/28/2016, 11:57 AM |
| Q1 2016 | 61 | $212M | +$37.9M | -$33.8M | +$4.05M | VEU, VTI, VWO, BND, Z | 13F-HR | 4/7/2016, 12:40 PM |
| Q4 2015 | 61 | $206M | +$41.1M | -$26.6M | +$14.4M | VTI, VEU, EEM, BND, VXUS | 13F-HR | 1/14/2016, 12:37 PM |
| Q3 2015 | 24 | $189M | +$11.9M | -$8.23M | +$3.63M | VTI, VEU, VWO, BND, Z | 13F-HR | 10/8/2015, 12:25 PM |
| Q2 2015 | 41 | $216M | +$1.44M | -$4.62M | -$3.17M | VTI, VEU, VWO, ZG, BND | 13F-HR | 7/6/2015, 12:50 PM |
| Q1 2015 | 40 | $222M | +$35.2M | -$33.3M | +$1.81M | VTI, VEU, VWO, ZG, BND | 13F-HR | 4/28/2015, 12:28 PM |
| Q4 2014 | 27 | $216M | +$13.5M | -$11.4M | +$2.12M | VTI, VEU, Z, BND, VWO | 13F-HR | 2/2/2015, 07:09 PM |
| Q3 2014 | 38 | $218M | +$2.54M | -$5.93M | -$3.38M | VEU, VTI, Z, VWO, BND | 13F-HR | 10/27/2014, 12:18 PM |
| Q2 2014 | 40 | $233M | +$3.78M | -$4.87M | -$1.09M | VEU, VTI, Z, VWO, BND | 13F-HR | 7/23/2014, 04:57 PM |
| Q1 2014 | 41 | $215M | +$6.3M | -$1.41M | +$4.89M | VEU, VTI, VWO, Z, BND | 13F-HR | 5/15/2014, 01:04 PM |
| Q4 2013 | 37 | $208M | $0 | $0 | VEU, VTI, VWO, Z, BND | 13F-HR | 2/11/2014, 07:13 PM |