Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 107 | 354,523 | VXUS, TGT, VT, VOO | 13F-HR | 11/12/2024 | 000089710124000561 |
Q2 2024 | 110 | 315,205 | VXUS, VT, EEM, IJR | 13F-HR | 8/9/2024 | 000089710124000357 |
Q1 2024 | 97 | 300,207 | VXUS, VT, EEM, VOO | 13F-HR | 5/13/2024 | 000089710124000176 |
Q4 2023 | 98 | 256,821 | VXUS, EEM, SPY, DFAI | 13F-HR | 2/14/2024 | 000089710124000077 |
Q3 2023 | 103 | 128,563 | VXUS, DFAI, SPY, IAU | RESTATEMENT | 11/27/2023 | 000089710123000509 |
Q2 2023 | 152 | 136,634 | VXUS, DFAI, SPY, VT | 13F-HR | 8/14/2023 | 000089710123000368 |
Q1 2023 | 201 | 143,095 | VXUS, SPY, DFAE, VT | 13F-HR | 5/15/2023 | 000089710123000206 |
Q4 2022 | 214 | 151,015 | VXUS, MDYV, DFAI, VT | 13F-HR | 2/8/2023 | 000089710123000068 |
Q3 2022 | 167 | 207,050 | VXUS, SPY, IEMG, MSFT | 13F-HR | 11/14/2022 | 000089710122000969 |
Q2 2022 | 168 | 194,431 | VEU, VWO, SPY, DFAI | 13F-HR | 8/11/2022 | 000089710122000769 |
Q1 2022 | 180 | 236,595 | VEU, VWO, SPY, DFAI | 13F-HR | 5/12/2022 | 000089710122000504 |
Q4 2021 | 195 | 262,978 | VEU, VWO, SPY, GLD | RESTATEMENT | 3/25/2022 | 000089710122000322 |
Q3 2021 | 98 | 190,004 | VEU, VWO, IJR, GLD | 13F-HR | 11/12/2021 | 000089710121000935 |
Q2 2021 | 92 | 212,596 | VEU, VWO, IJR, GLD | 13F-HR | 8/13/2021 | 000089710121000709 |
Q1 2021 | 69 | 185,707 | VEU, VWO, IJR, DFAI | 13F-HR | 5/14/2021 | 000089710121000417 |
Q4 2020 | 74 | 171,451 | VEU, VWO, IJR, GLD | 13F-HR | 2/12/2021 | 000089710121000072 |
Q3 2020 | 77 | 130,628 | GLD, VWO, VOO, VEU | 13F-HR | 11/12/2020 | 000089710120000897 |
Q2 2020 | 73 | 113,912 | GLD, VWO, IJR, VOO | 13F-HR | 8/10/2020 | 000089710120000646 |
Q1 2020 | 70 | 87,833 | GLD, VWO, SPY, TIP | 13F-HR | 5/8/2020 | 000089710120000337 |
Q4 2019 | 67 | 107,619 | VWO, GLD, GOOG, BABA | 13F-HR | 2/12/2020 | 000089710120000058 |