Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 2 | $70.6M | +$89.3K | $0 | +$89.3K | IEFA, VIG | 13F-HR | 11/14/2024, 02:30 PM |
Q2 2024 | 2 | $65.5M | +$870K | -$1.05M | -$181K | IEFA, VIG | 13F-HR | 8/14/2024, 01:57 PM |
Q1 2024 | 2 | $66.7M | $0 | -$1.01M | -$1.01M | IEFA, VIG | 13F-HR | 5/15/2024, 02:31 PM |
Q4 2023 | 2 | $63.9M | $0 | -$1.71M | -$1.71M | IEFA, VIG | 13F-HR | 2/14/2024, 12:13 PM |
Q3 2023 | 2 | $60M | $0 | -$291K | -$291K | IEFA, VIG | 13F-HR | 11/14/2023, 11:28 AM |
Q2 2023 | 2 | $63.1M | +$863K | -$1.28M | -$418K | IEFA, VIG | 13F-HR | 8/14/2023, 11:51 AM |
Q1 2023 | 2 | $62.2M | $0 | -$622K | -$622K | IEFA, VIG | 13F-HR | 5/15/2023, 12:07 PM |
Q4 2022 | 2 | $59.1M | +$220K | -$2.93M | -$2.71M | IEFA, VIG | 13F-HR | 2/14/2023, 10:42 AM |
Q3 2022 | 2 | $53.5M | $0 | -$6.67M | -$6.67M | IEFA, VIG | 13F-HR | 11/14/2022, 11:12 AM |
Q2 2022 | 2 | $66.1M | +$2.75M | -$20.1M | -$17.3M | IEFA, VIG | 13F-HR | 8/15/2022, 10:52 AM |
Q1 2022 | 4 | $94.7M | +$8.73M | -$6.19M | +$2.54M | IEFA, VIG, VTIP, TIP | 13F-HR | 5/16/2022, 02:37 PM |
Q4 2021 | 4 | $97.9M | +$27M | -$34.8M | -$7.87M | IEFA, VIG, TIP, VTIP | 13F-HR | 1/27/2022, 05:27 PM |
Q3 2021 | 3 | $105M | +$1.3M | $0 | +$1.3M | IEFA, IWM, TIP | 13F-HR | 11/12/2021, 11:49 AM |
Q2 2021 | 3 | $106M | +$978K | -$1.24M | -$261K | IEFA, IWM, TIP | 13F-HR | 8/13/2021, 11:13 AM |
Q1 2021 | 3 | $103M | +$43.8M | -$12.6M | +$31.2M | IEFA, IWM, TIP | 13F-HR | 5/14/2021, 10:42 AM |
Q4 2020 | 2 | $68.9M | +$499K | -$9.54M | -$9.04M | IEFA, IEF | 13F-HR | 2/12/2021, 10:46 AM |
Q3 2020 | 3 | $71M | +$34.5K | -$13.2M | -$13.2M | IEFA, IEF, LQD | 13F-HR | 11/13/2020, 10:09 AM |
Q2 2020 | 3 | $81.7M | +$5.22M | -$18.8M | -$13.6M | IEFA, IEF, LQD | 13F-HR | 8/14/2020, 10:12 AM |
Q1 2020 | 4 | $88.7M | +$7.71M | -$2.15M | +$5.56M | IEFA, IEF, TIP, IEMG | 13F-HR | 5/7/2020, 01:18 PM |
Q4 2019 | 4 | $92.6M | $0 | $0 | IEFA, IEF, TIP, IEMG | 13F-HR | 2/13/2020, 04:08 PM |