|
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 |