| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 1,239,757 | AGG, VOO, NEAR, IVV | 13F-HR | 8/7/2026 | 000119312526340017 |
| Q1 2026 | 14 | 850,558 | AGG, VOO, NEAR, VXUS | 13F-HR | 5/13/2026 | 000119312526220922 |
| Q4 2025 | 20 | 1,579,924 | AGG, VOO, VEU, UITB | 13F-HR | 2/3/2026 | 000119312526036234 |
| Q3 2025 | 20 | 1,430,680 | AGG, VOO, UITB, VEU | 13F-HR | 11/14/2025 | 000119312525281214 |
| Q2 2025 | 19 | 962,647 | AGG, UITB, VOO, VEU | 13F-HR | 8/14/2025 | 000095012325008453 |
| Q1 2025 | 1,070 | 3,249,712 | EMXC, AGG, VOO, UITB | 13F-HR | 5/15/2025 | 000095012325005784 |
| Q4 2024 | 390 | 3,067,371 | AGG, VOO, AVGO, UITB | 13F-HR | 2/11/2025 | 000095012325001568 |
| Q3 2024 | 380 | 3,922,668 | AGG, IEMG, VOO, UITB | 13F-HR | 11/14/2024 | 000095012324011920 |
| Q2 2024 | 452 | 3,945,838 | AGG, IEMG, XOM, UITB | 13F-HR | 8/6/2024 | 000095012324007249 |
| Q1 2024 | 446 | 4,067,259 | AGG, IEMG, XOM, AVGO | 13F-HR | 5/15/2024 | 000095012324005580 |
| Q4 2023 | 442 | 4,510,429 | AGG, IEMG, XOM, AVGO | 13F-HR | 2/12/2024 | 000095012324001504 |
| Q3 2023 | 398 | 3,970,237 | AGG, IEMG, JNJ, UITB | 13F-HR | 11/14/2023 | 000095012323011004 |
| Q2 2023 | 344 | 3,488,928 | AGG, IEMG, JNJ, UITB | 13F-HR | 8/14/2023 | 000095012323008271 |
| Q1 2023 | 327 | 3,112,370 | IEMG, JNJ, UITB, NEAR | 13F-HR | 5/15/2023 | 000095012323005488 |
| Q4 2022 | 543 | 4,367,813 | IEMG, AGG, LQD, JNJ | 13F-HR | 2/14/2023 | 000095012323002421 |
| Q3 2022 | 558 | 3,587,886 | IEMG, JNJ, UITB, ABBV | 13F-HR | 11/14/2022 | 000095012322012453 |
| Q2 2022 | 553 | 3,829,355 | IEMG, JNJ, ABBV, UITB | 13F-HR | 8/15/2022 | 000095012322009551 |
| Q1 2022 | 119 | 5,374,742 | IVV, IEFA, IJH, IEMG | 13F-HR | 5/12/2022 | 000095012322005452 |
| Q4 2021 | 120 | 5,942,927 | IVV, IEFA, IJH, IEMG | 13F-HR | 2/15/2022 | 000095012322003148 |
| Q3 2021 | 125 | 5,721,575 | IVV, IEFA, IJH, IEMG | 13F-HR | 11/15/2021 | 000095012321015588 |
| Q2 2021 | 134 | 5,449,403 | IVV, IEFA, IEMG, IJH | 13F-HR | 8/16/2021 | 000095012321011571 |
| Q1 2021 | 159 | 5,489,572 | VEA, VYM, VOO, FNDF | 13F-HR | 5/14/2021 | 000095012321006436 |
| Q4 2020 | 189 | 5,906,444 | VEA, VYM, VOO, FNDF | 13F-HR | 2/16/2021 | 000095012321002232 |
| Q3 2020 | 165 | 5,152,236 | VEA, VYM, VOO, UITB | 13F-HR | 11/10/2020 | 000095012320011156 |
| Q2 2020 | 198 | 4,741,577 | VEA, VYM, VOO, GSLC | 13F-HR | 8/14/2020 | 000095012320008688 |
| Q1 2020 | 254 | 7,472,628 | VEA, VYM, SPIB, IVV | 13F-HR | 5/14/2020 | 000095012320004863 |
| Q4 2019 | 294 | 8,791,940 | VEA, VYM, IVV, IEFA | 13F-HR | 1/14/2020 | 000095012320000234 |
| Q3 2019 | 426 | 7,972,562 | VEA, VYM, IVV, SPIB | 13F-HR | 11/13/2019 | 000095012319010825 |
| Q2 2019 | 2,236 | 40,188,447 | MSFT, IVV, AMZN, AAPL | 13F-HR | 8/16/2019 | 000095012319008537 |
| Q1 2019 | 2,256 | 38,816,551 | MSFT, AMZN, AAPL, IEFA | 13F-HR | 5/13/2019 | 000095012319004602 |
| Q4 2018 | 2,235 | 34,480,665 | MSFT, IEFA, AMZN, IVV | 13F-HR | 2/13/2019 | 000095012319001548 |
| Q3 2018 | 2,310 | 39,910,765 | MSFT, IEFA, AMZN, AAPL | 13F-HR | 11/13/2018 | 000095012318011215 |
| Q2 2018 | 2,300 | 37,640,051 | MSFT, AMZN, AAPL, META | RESTATEMENT | 9/27/2018 | 000095012318009579 |
| Q1 2018 | 2,277 | 37,144,002 | IEFA, MSFT, AMZN, AAPL | 13F-HR | 5/14/2018 | 000095012318005186 |
| Q4 2017 | 1,457 | 36,531,783 | IEFA, AAPL, MSFT, AMZN | 13F-HR | 2/14/2018 | 000095012318002138 |
| Q3 2017 | 1,415 | 34,174,980 | IEFA, AAPL, MSFT, META | 13F-HR | 11/14/2017 | 000095012317010642 |
| Q2 2017 | 1,412 | 32,893,307 | IEFA, AAPL, MSFT, AMZN | 13F-HR | 8/14/2017 | 000095012317007779 |
| Q1 2017 | 1,309 | 31,687,392 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 5/11/2017 | 000095012317004480 |
| Q4 2016 | 1,300 | 29,896,604 | AAPL, MSFT, HYG, IEFA | 13F-HR | 2/13/2017 | 000095012317001722 |
| Q3 2016 | 1,299 | 29,512,254 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 11/14/2016 | 000095012316022104 |
| Q2 2016 | 1,265 | 28,005,653 | MSFT, AAPL, AMZN, IEFA | 13F-HR | 8/11/2016 | 000095012316019464 |
| Q1 2016 | 1,277 | 27,709,203 | MSFT, AAPL, IEFA, IEF | 13F-HR | 5/12/2016 | 000095012316016921 |
| Q4 2015 | 1,350 | 28,081,468 | MSFT, SPY, EFA, AAPL | 13F-HR | 2/16/2016 | 000114036116052812 |
| Q3 2015 | 1,268 | 26,761,141 | EFA, SPY, AAPL, MSFT | 13F-HR | 11/12/2015 | 000114036115040655 |
| Q2 2015 | 1,275 | 28,564,554 | EFA, AAPL, SPY, MSFT | 13F-HR | 8/12/2015 | 000114036115031221 |
| Q1 2015 | 1,262 | 28,536,165 | EFA, AAPL, SPY, IEFA | 13F-HR | 5/15/2015 | 000114036115020161 |
| Q4 2014 | 1,243 | 28,347,295 | EFA, AAPL, MSFT, IEMG | 13F-HR | 2/17/2015 | 000114036115007587 |
| Q3 2014 | 1,215 | 27,706,130 | EFA, EFA puts, AAPL, MSFT | 13F-HR | 11/14/2014 | 000114036114041819 |
| Q2 2014 | 1,223 | 27,247,915 | EFA, EFA puts, AAPL, MSFT | 13F-HR | 8/13/2014 | 000114036114032062 |
| Q1 2014 | 1,220 | 25,724,268 | EFA, EFA puts, MSFT, AAPL | RESTATEMENT | 5/22/2014 | 000114036114022567 |
| Q4 2013 | 1,223 | 25,148,944 | EFA, EFA puts, AAPL, GOOGL | 13F-HR | 2/14/2014 | 000114036114007284 |
1 security where the latest filing since 12/18/2024 is a 13G, filed 2/10/2026. View all