Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2024 | 210 | 1,071,881 | IEFA, IWM, SPY, PG | 13F-HR | 1/2/2025 | 000131533925000001 |
Q3 2024 | 210 | 1,091,558 | IEFA, IWM, SPY, PG | 13F-HR | 10/1/2024 | 000131533924000005 |
Q2 2024 | 204 | 1,014,994 | IEFA, IWM, SPY, PG | 13F-HR | 7/3/2024 | 000131533924000004 |
Q1 2024 | 203 | 1,040,526 | IEFA, IWM, SPY, PG | 13F-HR | 4/1/2024 | 000131533924000003 |
Q4 2023 | 198 | 981,388 | IEFA, IWM, PG, MSFT | 13F-HR | 1/2/2024 | 000131533924000002 |
Q3 2023 | 193 | 910,788 | IEFA, IWM, PG, AAPL | 13F-HR | 10/12/2023 | 000131533923000006 |
Q2 2023 | 198 | 958,298 | IEFA, IWM, PG, AAPL | 13F-HR | 7/3/2023 | 000131533923000003 |
Q1 2023 | 198 | 933,953 | IEFA, IWM, PG, AAPL | 13F-HR | 4/3/2023 | 000131533923000002 |
Q4 2022 | 195 | 925,219 | IEFA, IWM, PG, AAPL | 13F-HR | 1/3/2023 | 000131533923000001 |
Q3 2022 | 182 | 814,729 | IEFA, IWM, PG, AAPL | 13F-HR | 10/4/2022 | 000131533922000004 |
Q2 2022 | 176 | 820,162 | IEFA, IWM, PG, MSFT | 13F-HR | 7/1/2022 | 000131533922000003 |
Q1 2022 | 182 | 939,873 | IEFA, IWM, PG, AAPL | 13F-HR | 4/4/2022 | 000131533922000002 |
Q4 2021 | 183 | 989,191 | IEFA, IWM, PG, MSFT | 13F-HR | 1/3/2022 | 000131533922000001 |
Q3 2021 | 176 | 912,487 | IEFA, IWM, PG, MSFT | 13F-HR | 10/1/2021 | 000131533921000004 |
Q2 2021 | 182 | 916,206 | IEFA, IWM, PG, SPY | 13F-HR | 7/7/2021 | 000131533921000003 |
Q1 2021 | 187 | 894,143 | IEFA, IWM, PG, VLUE | 13F-HR | 4/5/2021 | 000131533921000002 |
Q4 2020 | 186 | 851,881 | IEFA, IWM, PG, VLUE | 13F-HR | 1/5/2021 | 000131533921000001 |
Q3 2020 | 177 | 727,849 | IEFA, PG, IWM, SPY | 13F-HR | 10/2/2020 | 000131533920000004 |
Q2 2020 | 174 | 681,201 | IEFA, IWM, PG, SPY | 13F-HR | 7/2/2020 | 000131533920000003 |
Q1 2020 | 164 | 573,100 | IEFA, PG, IWM, SPY | 13F-HR | 4/1/2020 | 000131533920000002 |
Q4 2019 | 178 | 726,683 | EFA, IWM, PG, SPY | 13F-HR | 1/3/2020 | 000131533920000001 |
Q3 2019 | 175 | 678,994 | EFA, PG, IWM, SPY | 13F-HR | 10/4/2019 | 000131533919000005 |
Q2 2019 | 177 | 657,437 | EFA, IWM, PG, SPY | 13F-HR | 7/1/2019 | 000131533919000004 |
Q1 2019 | 180 | 649,798 | EFA, IWM, PG, SPY | 13F-HR | 4/2/2019 | 000131533919000003 |
Q4 2018 | 174 | 573,206 | EFA, SPY, PG, IWM | 13F-HR | 1/3/2019 | 000131533919000002 |
Q3 2018 | 191 | 678,012 | IWM, EFA, SPY, PG | 13F-HR | 10/3/2018 | 000131533918000005 |
Q2 2018 | 190 | 646,437 | IWM, EFA, SPY, PG | 13F-HR | 7/5/2018 | 000131533918000004 |
Q1 2018 | 167 | 612,897 | EFA, IWM, SPY, PG | 13F-HR | 4/4/2018 | 000131533918000003 |
Q4 2017 | 178 | 606,386 | IWM, EFA, PG, SPY | 13F-HR | 1/2/2018 | 000131533918000002 |
Q3 2017 | 185 | 590,718 | EFA, IWM, PG, SPY | 13F-HR | 10/19/2017 | 000131533917000009 |
Q2 2017 | 185 | 579,345 | EFA, IWM, PG, SPY | 13F-HR | 7/12/2017 | 000131533917000007 |
Q1 2017 | 174 | 541,659 | EFA, IWM, PG, SPY | 13F-HR | 4/3/2017 | 000131533917000002 |
Q4 2016 | 174 | 509,086 | EFA, SPY, PG, IWM | 13F-HR | 1/9/2017 | 000131533917000001 |
Q3 2016 | 181 | 543,113 | EFA, PG, SPY, IWM | 13F-HR | 10/11/2016 | 000131533916000008 |
Q2 2016 | 181 | 517,947 | EFA, PG, SPY, VNQ | 13F-HR | 7/5/2016 | 000131533916000007 |
Q1 2016 | 182 | 504,558 | EFA, SPY, PG, USMV | 13F-HR | 4/6/2016 | 000131533916000006 |
Q4 2015 | 185 | 490,520 | EFA, SPY, PG, USMV | 13F-HR | 1/5/2016 | 000131533916000005 |
Q3 2015 | 175 | 460,179 | EFA, PG, SPY, FFBC | 13F-HR | 10/2/2015 | 000131533915000004 |
Q2 2015 | 176 | 465,483 | PG, SPY, EFA, FFBC | 13F-HR | 7/6/2015 | 000131533915000003 |
Q1 2015 | 176 | 485,984 | PG, SPY, EFA, FFBC | 13F-HR | 4/3/2015 | 000131533915000002 |
Q4 2014 | 177 | 542,040 | PG, SPY, AGG, EFA | 13F-HR | 1/5/2015 | 000131533915000001 |
Q3 2014 | 175 | 496,361 | PG, SPY, EFA, FFBC | 13F-HR | 10/2/2014 | 000131533914000004 |
Q2 2014 | 182 | 505,029 | PG, SPY, EFA, FFBC | 13F-HR | 7/2/2014 | 000131533914000003 |
Q1 2014 | 180 | 513,348 | PG, SPY, FFBC, EFA | 13F-HR | 4/14/2014 | 000131533914000002 |
Q4 2013 | 185 | 527,974 | PG, SPY, FFBC, EFA | 13F-HR | 1/3/2014 | 000131533914000001 |