| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 668 | $1.75B | +$160M | -$28.4M | +$132M | VEA, VWO, VTI, VOO, VTC | 13F-HR | 10/8/2024, 11:50 AM |
| Q2 2024 | 642 | $1.57B | +$203M | -$22.2M | +$181M | VEA, VWO, VTI, VOO, VTC | 13F-HR | 7/15/2024, 11:06 AM |
| Q1 2024 | 605 | $1.37B | +$88.7M | -$19.5M | +$69.2M | VEA, VWO, VTI, VOO, VTC | 13F-HR | 4/10/2024, 10:42 AM |
| Q4 2023 | 569 | $1.22B | +$172M | -$23.6M | +$149M | VEA, VWO, VTI, VOO, VTC | 13F-HR | 1/9/2024, 10:08 AM |
| Q3 2023 | 504 | $988M | +$126M | -$18.4M | +$107M | VEA, VWO, VOO, VTI, VTC | 13F-HR | 10/10/2023, 12:04 PM |
| Q2 2023 | 494 | $928M | +$142M | -$17.9M | +$124M | VEA, VWO, VOO, VTI, VTC | 13F-HR | 7/17/2023, 12:37 PM |
| Q1 2023 | 462 | $758M | +$89.8M | -$21.2M | +$68.6M | VEA, VWO, VOO, VTC, VTI | 13F-HR | 4/11/2023, 09:10 AM |
| Q4 2022 | 445 | $668M | +$160M | -$37.4M | +$123M | VEA, VWO, VOO, VTC, GOVT | 13F-HR | 1/9/2023, 11:32 AM |
| Q3 2022 | 369 | $498M | +$91.6M | -$22.7M | +$68.9M | VEA, VWO, VOO, GOVT, VTEB | 13F-HR | 10/3/2022, 01:50 PM |
| Q2 2022 | 338 | $464M | +$121M | -$35M | +$86M | VEA, VWO, VOO, GOVT, VTI | 13F-HR | 7/11/2022, 04:13 PM |
| Q1 2022 | 319 | $448M | +$142M | -$7.14M | +$135M | VEA, VOO, VWO, VTI, GOVT | 13F-HR | 4/5/2022, 01:57 PM |
| Q4 2021 | 240 | $324M | $0 | $0 | VEA, VOO, VTI, VWO, GOVT | 13F-HR | 1/14/2022, 09:59 AM |