Q3 2024
|
1 |
0 |
|
13F-HR
|
11/13/2024 |
000162828024047645 |
Q2 2024
|
1 |
0 |
|
13F-HR
|
8/13/2024 |
000162828024036938 |
Q1 2024
|
62 |
4,030,240 |
SPY, IJR, VTV, IVV
|
NEW HOLDINGS
|
8/29/2024 |
000162828024038798 |
Q1 2024
|
1 |
0 |
|
13F-HR
|
5/14/2024 |
000162828024023198 |
Q4 2023
|
62 |
3,584,398 |
IJR, IVV, VTV, SPY
|
NEW HOLDINGS
|
5/30/2024 |
000162828024025769 |
Q4 2023
|
1 |
0 |
|
13F-HR
|
2/14/2024 |
000162828024004808 |
Q3 2023
|
63 |
2,789,404 |
IJR, VTV, VOO, IVV
|
NEW HOLDINGS
|
3/5/2024 |
000162828024008825 |
Q3 2023
|
1 |
0 |
|
13F-HR
|
2/5/2024 |
000162828024003321 |
Q2 2023
|
2 |
75,169 |
ALB, BAP
|
NEW HOLDINGS
|
2/9/2024 |
000162828024004122 |
Q2 2023
|
63 |
2,758,432 |
VTV, IJR, VOO, SPY
|
RESTATEMENT
|
2/7/2024 |
000162828024003734 |
Q2 2023
|
63 |
2,758,432 |
VTV, IJR, VOO, SPY
|
NEW HOLDINGS
|
2/5/2024 |
000162828024003338 |
Q1 2023
|
2 |
1,886 |
IFS, CAAP
|
NEW HOLDINGS
|
2/9/2024 |
000162828024004121 |
Q1 2023
|
65 |
2,516,040 |
VTV, IJR, VOO, IVV
|
NEW HOLDINGS
|
1/9/2024 |
000162828024000932 |
Q1 2023
|
1 |
0 |
|
13F-HR
|
5/15/2023 |
000162828023018085 |
Q4 2022
|
2 |
1,837 |
IFS, CAAP
|
NEW HOLDINGS
|
10/11/2023 |
000090514823001117 |
Q4 2022
|
68 |
2,474,204 |
VTV, IJR, VOO, IVV
|
NEW HOLDINGS
|
5/30/2023 |
000162828023020059 |
Q4 2022
|
1 |
0 |
|
13F-HR
|
2/15/2023 |
000162828023003656 |
Q3 2022
|
65 |
2,461,478 |
VTV, IJR, VOO, IVV
|
RESTATEMENT
|
10/27/2023 |
000090514823001239 |
Q3 2022
|
3 |
58,976 |
ICVT, IFS, CAAP
|
NEW HOLDINGS
|
10/27/2023 |
000090514823001240 |
Q3 2022
|
65 |
2,346,349 |
VTV, IJR, VOO, IVV
|
NEW HOLDINGS
|
2/27/2023 |
000162828023005272 |
Q2 2022
|
66 |
2,622,043 |
VTV, IJR, VOO, SPY
|
RESTATEMENT
|
10/30/2023 |
000090514823001250 |
Q2 2022
|
2 |
1,665 |
IFS, CAAP
|
NEW HOLDINGS
|
10/30/2023 |
000090514823001251 |
Q2 2022
|
66 |
2,632,338 |
VTV, IJR, VOO, SPY
|
NEW HOLDINGS
|
11/29/2022 |
000162828022030930 |
Q1 2022
|
69 |
3,237,591 |
IJR, VTV, EWZ, VTI
|
RESTATEMENT
|
10/31/2023 |
000090514823001260 |
Q1 2022
|
2 |
2,336 |
IFS, CAAP
|
NEW HOLDINGS
|
10/31/2023 |
000090514823001261 |
Q1 2022
|
69 |
3,230,108 |
IJR, VTV, EWZ, VTI
|
NEW HOLDINGS
|
8/29/2022 |
000162828022023805 |
Q4 2021
|
65 |
2,677,409 |
IJR, VTV, IVV, VTI
|
NEW HOLDINGS
|
6/1/2022 |
000162828022015758 |
Q4 2021
|
68 |
2,663,471 |
IJR, VTV, VTI, IVV
|
NEW HOLDINGS
|
3/2/2022 |
000162828022004468 |
Q4 2021
|
1 |
0 |
|
13F-HR
|
2/15/2022 |
000162828022002700 |
Q3 2021
|
68 |
2,663,471 |
IJR, VTV, VTI, IVV
|
RESTATEMENT
|
3/17/2022 |
000162828022006172 |
Q2 2021
|
70 |
2,740,035 |
MCHI, VTV, EWZ, VTI
|
NEW HOLDINGS
|
12/2/2021 |
000162828021024299 |
Q2 2021
|
1 |
0 |
|
RESTATEMENT
|
11/12/2021 |
000162828021022767 |
Q1 2021
|
69 |
2,584,656 |
IJR, EWZ, IVV, EWY
|
NEW HOLDINGS
|
12/16/2021 |
000162828021025139 |
Q1 2021
|
70 |
2,683,616 |
MCHI, EWZ, IJR, EWP
|
NEW HOLDINGS
|
9/2/2021 |
000162828021017949 |
Q1 2021
|
1 |
0 |
|
13F-HR
|
5/14/2021 |
000162828021010316 |
Q4 2020
|
65 |
2,498,440 |
IVV, EWZ, EWY, VTV
|
NEW HOLDINGS
|
12/16/2021 |
000162828021025138 |
Q4 2020
|
68 |
2,860,717 |
EWZ, EWP, VTI, MCHI
|
NEW HOLDINGS
|
6/2/2021 |
000162828021011420 |
Q4 2020
|
1 |
0 |
|
13F-HR
|
2/16/2021 |
000162828021002258 |
Q3 2020
|
65 |
2,498,440 |
IVV, EWZ, EWY, VTV
|
NEW HOLDINGS
|
12/16/2021 |
000162828021025136 |
Q3 2020
|
67 |
2,502,562 |
IVV, EWZ, EWY, GDX
|
NEW HOLDINGS
|
3/1/2021 |
000162828021003636 |
Q3 2020
|
1 |
0 |
|
13F-HR
|
11/13/2020 |
000162828020016436 |
Q2 2020
|
63 |
2,521,639 |
IVV, EWZ, EWY, VTV
|
NEW HOLDINGS
|
12/16/2021 |
000162828021025135 |
Q2 2020
|
67 |
2,502,562 |
IVV, EWZ, EWY, GDX
|
NEW HOLDINGS
|
12/8/2020 |
000162828020017169 |
Q2 2020
|
66 |
2,677,788 |
IVV, EWZ, EWY, GDX
|
NEW HOLDINGS
|
12/1/2020 |
000162828020016951 |
Q2 2020
|
1 |
0 |
|
13F-HR
|
8/14/2020 |
000162828020012724 |
Q1 2020
|
64 |
2,036,479 |
EWZ, IVV, VTV, SPY
|
NEW HOLDINGS
|
12/16/2021 |
000162828021025134 |
Q1 2020
|
69 |
2,165,597 |
EWZ, IVV, VTV, SPY
|
NEW HOLDINGS
|
9/1/2020 |
000162828020013177 |
Q1 2020
|
1 |
0 |
|
13F-HR
|
5/15/2020 |
000162828020007888 |
Q4 2019
|
65 |
2,308,307 |
EWZ, VTV, EWY, IVV
|
NEW HOLDINGS
|
12/16/2021 |
000162828021025133 |
Q4 2019
|
71 |
2,784,923 |
EWZ, VTV, EWY, INVESCO MARKETS PLC INVESCO S&P 500 UCITS ETF
|
RESTATEMENT
|
6/1/2020 |
000162828020008749 |
Q3 2019
|
71 |
2,499,629 |
EWZ, VTV, INVESCO MARKETS PLC INVESCO S&P 500 UCITS ETF, IJR
|
RESTATEMENT
|
2/28/2020 |
000162828020002563 |
Q2 2019
|
71 |
2,636,142 |
ISHARES, INC ISHARES MSCI BRAZIL INDEX FUND, VANGUARD INDEX FUNDS VANGUARD VALUE ETF, ISHARES TRUST - ISHARES CORE S&P SMALL-CAP ETF, INVESCO MARKETS PLC INVESCO S&P 500 UCITS ETF
|
RESTATEMENT
|
12/2/2019 |
000162828019014622 |
Q1 2019
|
70 |
2,501,494 |
EWZ, VTV, EWH, IVV
|
NEW HOLDINGS
|
9/9/2019 |
000162828019011523 |
Q1 2019
|
70 |
2,501,494 |
EWZ, VTV, EWH, IVV
|
NEW HOLDINGS
|
9/5/2019 |
000162828019011434 |
Q1 2019
|
1 |
0 |
|
13F-HR
|
5/15/2019 |
000162828019006837 |
Q4 2018
|
69 |
2,469,411 |
EWZ, SPY, IJR, VTV
|
RESTATEMENT
|
5/31/2019 |
000162828019007453 |
Q3 2018
|
66 |
2,066,329 |
EWZ, VTV, IVV, VOO
|
RESTATEMENT
|
3/1/2019 |
000162828019002373 |
Q2 2018
|
67 |
2,416,387 |
EWZ, VTV, EWH, IJR
|
RESTATEMENT
|
11/29/2018 |
000162828018014734 |
Q1 2018
|
66 |
2,919,855 |
EWZ, VTV, EWH, EZU
|
NEW HOLDINGS
|
8/30/2018 |
000095012318009225 |
Q1 2018
|
1 |
0 |
|
13F-HR
|
5/15/2018 |
000095012318005502 |
Q4 2017
|
63 |
2,698,297 |
EWZ, VTV, EZU, IJR
|
NEW HOLDINGS
|
6/1/2018 |
000095012318006079 |
Q4 2017
|
1 |
0 |
|
13F-HR
|
2/14/2018 |
000095012318002476 |
Q3 2017
|
57 |
2,242,832 |
EWZ, VTV, EZU, IJR
|
NEW HOLDINGS
|
3/1/2018 |
000095012318002768 |
Q3 2017
|
1 |
0 |
|
13F-HR
|
11/14/2017 |
000095012317010833 |
Q2 2017
|
54 |
2,716,231 |
EWZ, VTV, EZU, XLP
|
NEW HOLDINGS
|
12/1/2017 |
000095012317011169 |
Q2 2017
|
1 |
0 |
|
13F-HR
|
8/14/2017 |
000095012317007822 |
Q1 2017
|
37 |
3,001,752 |
VTV, EWZ, XLP, IVV
|
NEW HOLDINGS
|
9/1/2017 |
000095012317008358 |
Q1 2017
|
1 |
0 |
|
13F-HR
|
5/15/2017 |
000095012317005170 |
Q4 2016
|
30 |
2,669,483 |
SPDR S&P 500 ETF TRUST, Vanguard Value ETF, ISHARES, INC. - ISHARES MSCI BRAZIL INDEX FUND, ISHARES INC ISHARES MSCI EUROZONE ETF
|
NEW HOLDINGS
|
6/1/2017 |
000095012317005573 |
Q4 2016
|
1 |
0 |
|
13F-HR
|
2/15/2017 |
000095012317002563 |
Q3 2016
|
30 |
3,042,411 |
SPY, VTV, EWJ, GDX
|
NEW HOLDINGS
|
3/1/2017 |
000095012317002785 |
Q3 2016
|
1 |
0 |
|
13F-HR
|
11/15/2016 |
000095012316022518 |
Q2 2016
|
29 |
2,120,031 |
VTV, EWJ, IWM, VTI
|
NEW HOLDINGS
|
12/1/2016 |
000095012316022694 |
Q2 2016
|
1 |
0 |
|
13F-HR
|
8/16/2016 |
000095012316020235 |
Q1 2016
|
27 |
3,316,001 |
SPY, VTV, EWJ, XLK
|
NEW HOLDINGS
|
9/1/2016 |
000095012316020337 |
Q1 2016
|
1 |
0 |
|
13F-HR
|
5/16/2016 |
000095012316017425 |
Q4 2015
|
29 |
4,336,679 |
EWJ, FXI, VTV, EZU
|
NEW HOLDINGS
|
6/1/2016 |
000095012316017827 |
Q4 2015
|
1 |
0 |
|
13F-HR
|
2/16/2016 |
000095012316014800 |
Q3 2015
|
29 |
4,155,355 |
EWJ, IVV, XLK, VTV
|
NEW HOLDINGS
|
2/29/2016 |
000095012316015233 |
Q3 2015
|
1 |
0 |
|
13F-HR
|
11/16/2015 |
000095012315012253 |
Q2 2015
|
30 |
4,555,109 |
VTV, EWJ, XLK, IVV
|
NEW HOLDINGS
|
12/14/2015 |
000095012315012504 |
Q2 2015
|
1 |
0 |
|
13F-HR
|
8/17/2015 |
000095012315009506 |
Q1 2015
|
28 |
4,785,241 |
VTV, EWJ, XLK, IVV
|
NEW HOLDINGS
|
9/2/2015 |
000095012315009703 |
Q1 2015
|
1 |
0 |
|
13F-HR
|
5/15/2015 |
000095012315006218 |
Q4 2014
|
26 |
4,928,873 |
VTV, IVV, VOO, XLK
|
NEW HOLDINGS
|
6/1/2015 |
000095012315006753 |
Q4 2014
|
1 |
0 |
|
13F-HR
|
2/17/2015 |
000095012315002381 |
Q3 2014
|
27 |
4,764,663 |
VTV, VOO, EWJ, IVV
|
NEW HOLDINGS
|
3/2/2015 |
000095012315003708 |
Q3 2014
|
1 |
0 |
|
13F-HR
|
11/14/2014 |
000095012314012175 |
Q2 2014
|
30 |
5,071,276 |
EWJ, VOO, IVV, XLK
|
NEW HOLDINGS
|
12/4/2014 |
000095012314012627 |
Q2 2014
|
1 |
0 |
|
13F-HR
|
8/15/2014 |
000095012314009193 |
Q1 2014
|
26 |
4,699,204 |
VOO, EWJ, EZU, XLK
|
NEW HOLDINGS
|
10/29/2014 |
000095012314010675 |
Q1 2014
|
26 |
4,699,204 |
VOO, EWJ, EZU, XLK
|
NEW HOLDINGS
|
9/30/2014 |
000095012314009892 |
Q1 2014
|
1 |
0 |
|
13F-HR
|
5/15/2014 |
000095012314006189 |
Q4 2013
|
28 |
4,755,209 |
VOO, EWJ, VTV, IVV
|
NEW HOLDINGS
|
10/29/2014 |
000095012314010673 |
Q4 2013
|
28 |
4,755,209 |
VOO, EWJ, VTV, IVV
|
13F-HR/A
|
10/23/2014 |
000095012314010425 |
Q4 2013
|
28 |
4,755,209 |
VOO, EWJ, VTV, IVV
|
NEW HOLDINGS
|
5/15/2014 |
000095012314006186 |
Q4 2013
|
1 |
0 |
|
13F-HR
|
3/21/2014 |
000095012314003240 |