| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 11 | $91.7M | +$3.22M | $0 | +$3.22M | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 2/9/2023, 08:59 PM |
| Q3 2022 | 11 | $82.2M | $0 | -$2.55M | -$2.55M | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 10/24/2022, 04:00 PM |
| Q2 2022 | 12 | $90.7M | +$1.59M | -$295K | +$1.3M | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 7/15/2022, 09:53 AM |
| Q1 2022 | 11 | $102M | +$9.44M | -$11.7M | -$2.22M | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 4/29/2022, 08:04 AM |
| Q4 2021 | 8 | $111M | $0 | $0 | IVV, IEFA, AGG, IEMG, IWR | 13F-HR | 2/10/2022, 04:07 PM |