| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 942 | $352M | +$82.9M | -$7.06M | +$75.9M | EFA, VTI, VXUS, MSFT, IWM | 13F-HR | 8/12/2024, 03:15 PM |
| Q1 2024 | 942 | $279M | +$42.7M | -$7.68M | +$35M | EFA, VTI, VXUS, BWIN, MSFT | 13F-HR | 5/13/2024, 12:53 PM |
| Q4 2023 | 698 | $226M | +$22.7M | -$3.52M | +$19.2M | EFA, VTI, VXUS, BWIN, IWM | 13F-HR | 2/9/2024, 04:47 PM |
| Q3 2023 | 675 | $187M | $0 | $0 | EFA, VTI, VXUS, IWM, ACWI | 13F-HR | 11/8/2023, 03:13 PM |