Q3 2024
|
139 |
878,301 |
ITOT, IWV, VXUS, EMXC
|
13F-HR
|
10/15/2024 |
000111473924000005 |
Q2 2024
|
137 |
813,514 |
ITOT, IWV, VXUS, EMXC
|
13F-HR
|
8/13/2024 |
000111473924000004 |
Q1 2024
|
141 |
773,968 |
ITOT, IWV, VXUS, AAPL
|
13F-HR
|
5/15/2024 |
000111473924000003 |
Q4 2023
|
133 |
761,302 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
2/13/2024 |
000111473924000002 |
Q3 2023
|
132 |
705,628 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
11/14/2023 |
000111473923000005 |
Q2 2023
|
131 |
735,340 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
8/3/2023 |
000111473923000004 |
Q1 2023
|
128 |
703,699 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
5/5/2023 |
000111473923000003 |
Q4 2022
|
106 |
639,422 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
2/7/2023 |
000111473923000002 |
Q3 2022
|
109 |
606,581 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
11/14/2022 |
000111473922000005 |
Q2 2022
|
123 |
648,889 |
ITOT, IWV, VXUS, Eagle View Investments, LLC
|
13F-HR
|
8/10/2022 |
000111473922000004 |
Q1 2022
|
137 |
831,954 |
ITOT, IWV, Eagle View Investments, LLC, VXUS
|
13F-HR
|
5/4/2022 |
000111473922000003 |
Q4 2021
|
157 |
818,197 |
ITOT, IWV, Eagle View Investments, LLC, VEU
|
13F-HR
|
2/15/2022 |
000111473922000002 |
Q3 2021
|
72 |
637,296 |
ITOT, IWV, VXUS, VEU
|
13F-HR
|
10/18/2021 |
000111473921000007 |
Q2 2021
|
82 |
659,823 |
ITOT, IWV, VXUS, VEU
|
RESTATEMENT
|
8/4/2021 |
000111473921000006 |
Q1 2021
|
72 |
563,782 |
ITOT, IWV, VXUS, VEU
|
13F-HR
|
5/17/2021 |
000111473921000004 |
Q4 2020
|
67 |
572,511 |
ITOT, VXUS, IWV, EPD
|
13F-HR
|
2/12/2021 |
000111473921000003 |
Q3 2020
|
57 |
485,605 |
ITOT, VXUS, IWV, EPD
|
13F-HR
|
11/16/2020 |
000111473920000005 |
Q2 2020
|
50 |
437,358 |
ITOT, IWV, EPD, VEU
|
13F-HR
|
8/14/2020 |
000111473920000004 |
Q1 2020
|
54 |
318,440 |
ITOT, IWV, EPD, SPY
|
13F-HR
|
5/18/2020 |
000111473920000003 |
Q4 2019
|
36 |
391,680 |
IWV, EPD, SPY, IEFA
|
13F-HR
|
2/11/2020 |
000111473920000001 |
Q3 2019
|
34 |
371,473 |
IWV, EPD, IEFA, SPY
|
13F-HR
|
11/15/2019 |
000111473919000006 |
Q2 2019
|
36 |
363,722 |
IWV, EPD, SPY, IEFA
|
13F-HR
|
8/15/2019 |
000111473919000005 |
Q1 2019
|
40 |
367,158 |
IWV, EPD, SPY, IEFA
|
13F-HR
|
5/15/2019 |
000111473919000004 |
Q4 2018
|
86 |
324,110 |
IWV, EPD, IEFA, IEMG
|
13F-HR
|
2/15/2019 |
000111473919000002 |
Q3 2018
|
108 |
461,065 |
IWV, EPD, IEFA, IEMG
|
13F-HR
|
11/15/2018 |
000111473918000006 |
Q2 2018
|
108 |
447,251 |
EPD, IWV, IEFA, IEMG
|
13F-HR
|
8/15/2018 |
000111473918000005 |
Q1 2018
|
114 |
473,457 |
EPD, IWV, IEFA, IEMG
|
13F-HR
|
5/16/2018 |
000111473918000004 |
Q4 2017
|
118 |
481,436 |
EPD, IEFA, IWV, IEMG
|
13F-HR
|
2/15/2018 |
000111473918000003 |
Q3 2017
|
112 |
595,042 |
EPD, IEFA, IWV, IEMG
|
13F-HR
|
10/12/2017 |
000111473917000004 |
Q2 2017
|
110 |
612,102 |
EPD, IEFA, IEMG, IWV
|
13F-HR
|
7/19/2017 |
000111473917000003 |
Q1 2017
|
117 |
632,274 |
EPD, IEFA, IEMG, IWV
|
13F-HR
|
5/1/2017 |
000111473917000002 |
Q4 2016
|
119 |
686,381 |
EPD, IEFA, IEMG, IWV
|
13F-HR
|
1/3/2017 |
000111473917000001 |
Q3 2016
|
123 |
691,831 |
EPD, IEFA, IEMG, IWV
|
13F-HR
|
11/14/2016 |
000111473916000008 |
Q2 2016
|
138 |
701,499 |
EPD, IEFA, IEMG, SPY
|
13F-HR
|
7/18/2016 |
000111473916000007 |
Q1 2016
|
139 |
680,552 |
EPD, IEFA, SPY, EFA
|
13F-HR
|
4/13/2016 |
000111473916000006 |
Q4 2015
|
135 |
658,809 |
EPD, IEFA, EFA, SPY
|
13F-HR
|
2/8/2016 |
000111473916000005 |
Q3 2015
|
137 |
661,911 |
EPD, IEFA, EFA, SPY
|
13F-HR
|
11/4/2015 |
000111473915000004 |
Q2 2015
|
151 |
371,669 |
EFA, IEFA, EPD, SPY
|
13F-HR
|
7/8/2015 |
000111473915000003 |
Q1 2015
|
140 |
363,704 |
EFA, EPD, IEFA, SPY
|
13F-HR
|
4/10/2015 |
000111473915000002 |
Q4 2014
|
142 |
353,070 |
EFA, EPD, SPY, IEFA
|
13F-HR
|
2/12/2015 |
000111473915000001 |
Q3 2014
|
150 |
388,172 |
EFA, EPD, SPY, IEFA
|
13F-HR
|
11/6/2014 |
000111473914000003 |
Q2 2014
|
146 |
385,724 |
EFA, EPD, SPY, VWO
|
13F-HR
|
7/28/2014 |
000111473914000002 |
Q1 2014
|
141 |
357,301 |
EFA, SPY, EPD, VWO
|
13F-HR
|
4/9/2014 |
000111473914000001 |
Q4 2013
|
174 |
361,434 |
EFA, SPY, EPD, VWO
|
13F-HR
|
2/5/2014 |
000111474114000003 |