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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 25 | $141,622,751 | +$2,286,480 | -$2,051,640 | +$234,840 | VTWO, IEFA, USRT, SPYM, SPTI | 13F-HR | 22 Jan 2026, 18:11 |
| Q3 2025 | 25 | $142,384,192 | +$5,207,454 | -$5,663,462 | -$456,008 | IEFA, VTWO, USRT, SPLG, SPTI | 13F-HR | 13 Nov 2025, 17:34 |
| Q2 2025 | 26 | $135,741,426 | +$10,301,917 | -$5,769,160 | +$4,532,757 | IEFA, VTWO, SPLG, USRT, SPTI | 13F-HR | 02 Jul 2025, 15:31 |
| Q1 2025 | 29 | $125,410,549 | +$17,059,526 | -$11,281,020 | +$5,778,506 | IEFA, USRT, VTWO, SPLG, SPTI | 13F-HR | 18 Apr 2025, 18:30 |
| Q4 2024 | 24 | $119,563,173 | +$6,694,330 | -$23,229,621 | -$16,535,291 | USRT, IEFA, VTWO, SPLG, SPTI | 13F-HR | 22 Jan 2025, 13:39 |
| Q3 2024 | 39 | $141,198,292 | +$5,380,259 | -$93,756,585 | -$88,376,326 | USRT, IEFA, VTWO, SPLG, SPTI | 13F-HR | 12 Nov 2024, 20:41 |
| Q2 2024 | 80 | $228,307,695 | +$21,878,851 | -$19,917,197 | +$1,961,654 | UPS, USRT, IEFA, VTWO, SPLG | 13F-HR | 15 Jul 2024, 16:49 |
| Q1 2024 | 84 | $229,884,705 | +$8,662,987 | -$9,167,911 | -$504,924 | UPS, IEFA, USRT, VTWO, SPLG | 13F-HR | 04 Apr 2024, 14:56 |
| Q4 2023 | 85 | $224,480,536 | +$9,073,518 | -$6,942,518 | +$2,131,000 | UPS, IEFA, USRT, VTWO, SPLG | 13F-HR | 29 Jan 2024, 18:50 |
| Q3 2023 | 80 | $206,023,839 | +$9,820,413 | -$9,868,107 | -$47,694 | UPS, IEFA, USRT, VTWO, SPTI | 13F-HR | 24 Oct 2023, 14:56 |
| Q2 2023 | 78 | $220,210,760 | +$11,947,540 | -$8,380,984 | +$3,566,556 | UPS, IEFA, VTWO, USRT, SPLG | 13F-HR | 03 Aug 2023, 13:27 |
| Q1 2023 | 79 | $215,634,619 | +$15,466,763 | -$13,819,832 | +$1,646,931 | UPS, IEFA, SPTI, USRT, VTWO | 13F-HR | 26 Apr 2023, 13:21 |
| Q4 2022 | 79 | $200,789,710 | +$12,753,260 | -$12,104,813 | +$648,447 | UPS, IEFA, USRT, VTWO, SPTI | 13F-HR | 25 Jan 2023, 18:53 |
| Q3 2022 | 74 | $187,578,000 | +$13,401,826 | -$10,582,500 | +$2,819,326 | UPS, USRT, IEFA, SPTI, VTWO | 13F-HR | 26 Oct 2022, 14:57 |
| Q2 2022 | 72 | $199,993,000 | +$10,189,552 | -$12,132,123 | -$1,942,571 | UPS, IEFA, USRT, SPTI, SPLG | 13F-HR | 31 Aug 2022, 13:31 |
| Q1 2022 | 72 | $237,826,000 | +$6,362,898 | -$13,657,898 | -$7,295,000 | UPS, IEFA, USRT, SPTI, SPLG | 13F-HR | 06 May 2022, 13:46 |
| Q4 2021 | 76 | $250,836,000 | +$12,536,260 | -$17,908,637 | -$5,372,377 | UPS, IEFA, USRT, SPLG, VTWO | 13F-HR | 14 Feb 2022, 12:29 |
| Q3 2021 | 87 | $233,780,000 | +$8,415,198 | -$16,385,562 | -$7,970,364 | UPS, IEFA, VTWO, USRT, SPLG | 13F-HR | 25 Oct 2021, 17:08 |
| Q2 2021 | 90 | $252,564,000 | +$20,172,684 | -$8,630,862 | +$11,541,822 | UPS, IEFA, VTWO, SPLG, USRT | 13F-HR | 17 Aug 2021, 17:29 |
| Q1 2021 | 84 | $227,208,000 | +$16,114,218 | -$13,477,352 | +$2,636,866 | UPS, IEFA, VTWO, SPLG, USRT | 13F-HR | 29 Apr 2021, 17:53 |
| Q4 2020 | 84 | $216,984,000 | +$17,563,444 | -$11,766,125 | +$5,797,319 | UPS, IEFA, VTWO, SPLG, USRT | 13F-HR | 27 Jan 2021, 14:59 |
| Q3 2020 | 75 | $197,124,000 | +$23,800,958 | -$20,324,137 | +$3,476,821 | UPS, IEFA, VTWO, SPLG, SPTI | 13F-HR | 17 Nov 2020, 18:47 |
| Q2 2020 | 67 | $171,741,000 | +$17,594,646 | -$16,883,907 | +$710,739 | UPS, IEFA, SPTI, SPLG, USRT | 13F-HR | 29 Jul 2020, 20:26 |
| Q1 2020 | 64 | $149,284,000 | +$43,167,634 | -$56,717,753 | -$13,550,119 | UPS, IEFA, SPTI, SPLG, USRT | 13F-HR | 04 May 2020, 15:14 |
| Q4 2019 | 80 | $184,261,000 | +$11,748,535 | -$13,134,965 | -$1,386,430 | UPS, SPSM, SPTI, EFG, EFV | 13F-HR | 04 Feb 2020, 15:10 |
| Q3 2019 | 74 | $179,821,000 | +$28,433,858 | -$10,551,510 | +$17,882,348 | UPS, SPTI, EFG, SPSM, EFV | 13F-HR | 23 Oct 2019, 18:30 |
| Q2 2019 | 76 | $161,681,000 | +$31,530,309 | -$34,060,686 | -$2,530,377 | UPS, SPTI, EFG, SPSM, SPTS | 13F-HR | 19 Aug 2019, 14:07 |
| Q1 2019 | 78 | $165,849,000 | +$14,631,002 | -$6,141,712 | +$8,489,290 | UPS, EFV, MPW, EFG, VNQ | 13F-HR | 02 May 2019, 16:04 |
| Q4 2018 | 75 | $142,277,000 | +$30,975,426 | -$35,243,971 | -$4,268,545 | UPS, EFV, EFG, JPST, MPW | 13F-HR | 23 Jan 2019, 18:16 |
| Q3 2018 | 83 | $162,808,000 | +$20,358,240 | -$27,382,997 | -$7,024,757 | UPS, EFV, EFG, JPST, SPIB | 13F-HR | 30 Oct 2018, 15:19 |
| Q2 2018 | 78 | $163,291,000 | +$17,731,977 | -$17,946,484 | -$214,507 | UPS, SPIB, VNQ, FR, EFV | 13F-HR | 26 Jul 2018, 15:17 |
| Q1 2018 | 73 | $161,422,000 | +$24,832,059 | -$17,561,318 | +$7,270,741 | UPS, SPIB, VNQ, FEZ, EFG | 13F-HR | 10 May 2018, 14:41 |
| Q4 2017 | 68 | $161,947,000 | +$3,956,549 | -$12,414,617 | -$8,458,068 | UPS, VNQ, BIV, FEZ, EFV | 13F-HR | 05 Feb 2018, 14:40 |
| Q3 2017 | 69 | $166,688,000 | +$13,046,712 | -$12,313,132 | +$733,580 | UPS, VNQ, TOTL, BIV, FEZ | 13F-HR | 02 Nov 2017, 16:47 |
| Q2 2017 | 72 | $159,234,000 | +$11,136,732 | -$11,555,692 | -$418,960 | UPS, VNQ, TOTL, BIV, EFV | 13F-HR | 02 Aug 2017, 15:11 |
| Q1 2017 | 69 | $156,849,000 | +$3,337,037 | -$1,807,758 | +$1,529,279 | UPS, VNQ, TOTL, EFV, BLV | 13F-HR | 30 May 2017, 14:41 |
| Q4 2016 | 66 | $153,937,000 | +$16,364,155 | -$16,345,635 | +$18,520 | UPS, VNQ, TOTL, EFV, BLV | 13F-HR | 06 Feb 2017, 14:13 |
| Q3 2016 | 68 | $152,620,000 | +$17,420,088 | -$15,751,336 | +$1,668,752 | UPS, VNQ, BIV, EFV, TOTL | 13F-HR | 02 Nov 2016, 19:32 |
| Q2 2016 | 65 | $149,206,000 | +$24,169,497 | -$25,413,555 | -$1,244,058 | UPS, VNQ, EFV, SPSB, BIV | 13F-HR | 17 Aug 2016, 19:26 |
| Q1 2016 | 66 | $147,624,000 | +$10,417,725 | -$11,662,969 | -$1,245,244 | UPS, VNQ, SPSB, BOND, EFV | 13F-HR | 16 May 2016, 19:32 |
| Q4 2015 | 66 | $143,825,000 | +$8,271,503 | -$7,476,936 | +$794,567 | UPS, VNQ, SPSB, BOND, BLV | 13F-HR | 22 Jan 2016, 18:48 |
| Q3 2015 | 66 | $140,738,000 | +$6,881,080 | -$8,075,168 | -$1,194,088 | UPS, VNQ, SPSB, BIV, BOND | 13F-HR | 09 Nov 2015, 15:23 |
| Q2 2015 | 69 | $147,842,000 | +$21,233,971 | -$19,206,948 | +$2,027,023 | UPS, VNQ, SPSB, BIV, BOND | 13F-HR | 07 Aug 2015, 15:43 |
| Q1 2015 | 70 | $149,738,000 | +$56,215,941 | -$17,502,943 | +$38,712,998 | UPS, VNQ, BIV, SPSB, BLV | 13F-HR | 13 May 2015, 13:42 |
| Q4 2014 | 56 | $109,266,000 | $0 | $0 | $0 | VNQ, XLU, SPSB, IDV, BLV | 13F-HR | 22 Jan 2015, 15:35 |