| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 664 | 21,554,169 | SPY, IVV, IEMG, BABA | 13F-HR | 5/14/2025 | 000117266125001828 |
| Q4 2024 | 691 | 21,811,059 | SPY, IVV, IEMG, GOOGL | 13F-HR | 2/13/2025 | 000117266125000823 |
| Q3 2024 | 773 | 17,658,794 | IVV, IEMG, GOOGL, NVDA | 13F-HR | 11/13/2024 | 000117266124004671 |
| Q2 2024 | 877 | 19,152,850 | IVV, IEMG, GOOGL, NVDA | 13F-HR | 8/14/2024 | 000117266124003581 |
| Q1 2024 | 677 | 19,775,432 | IVV, IEMG, GOOGL, PG | 13F-HR | 5/14/2024 | 000117266124002257 |
| Q4 2023 | 742 | 17,864,337 | IVV, IEMG, PG, KO | 13F-HR | 2/14/2024 | 000117266124001126 |
| Q3 2023 | 740 | 16,545,394 | IEMG, IVV, PG, KO | 13F-HR | 11/13/2023 | 000117266123003769 |
| Q2 2023 | 696 | 16,193,417 | IVV, IEMG, PG, JNJ | 13F-HR | 8/11/2023 | 000117266123002943 |
| Q1 2023 | 710 | 16,388,145 | IEMG, IVV, PG, JNJ | 13F-HR | 5/12/2023 | 000117266123002051 |
| Q4 2022 | 820 | 18,319,724 | IVV, PG, IEMG, JNJ | 13F-HR | 2/13/2023 | 000117266123000737 |
| Q3 2022 | 866 | 19,754,887 | PG, JNJ, PEP, KO | 13F-HR | 11/10/2022 | 000117266122002357 |
| Q2 2022 | 985 | 23,598,118 | PG, JNJ, IEMG, SPY | 13F-HR | 8/11/2022 | 000117266122001788 |
| Q1 2022 | 968 | 24,807,125 | VWO, PG, IEMG, EEM | 13F-HR | 5/13/2022 | 000117266122001289 |
| Q4 2021 | 731 | 17,202,270 | SPY, PG, VWO, PEP | 13F-HR | 2/14/2022 | 000117266122000562 |
| Q3 2021 | 683 | 18,264,176 | VWO, EEM, IEMG, SPY | 13F-HR | 11/12/2021 | 000117266121002162 |
| Q2 2021 | 704 | 15,587,735 | SPY, WMT, VWO, PG | 13F-HR | 8/13/2021 | 000117266121001668 |
| Q1 2021 | 455 | 11,339,600 | SPY, VWO, WMT, PG | 13F-HR | 5/14/2021 | 000117266121001153 |
| Q4 2020 | 525 | 11,554,660 | SPY, VWO, GLD, WMT | 13F-HR | 2/12/2021 | 000156761921003290 |
| Q3 2020 | 430 | 8,314,872 | SPY, GLD, VWO, BABA | 13F-HR | 11/13/2020 | 000156761920019382 |
| Q2 2020 | 383 | 5,961,121 | SPY, GLD, IVV, VWO | 13F-HR | 8/12/2020 | 000156761920014895 |
| Q1 2020 | 399 | 5,039,633 | SPY, GLD, VWO, IVV | 13F-HR | 5/14/2020 | 000156761920010047 |
| Q4 2019 | 471 | 9,794,186 | SPY, VWO, IVV, GLD | 13F-HR | 2/13/2020 | 000156761920003264 |
| Q3 2019 | 333 | 11,382,173 | SPY, VWO, IEMG, IVV | 13F-HR | 11/13/2019 | 000156761919021161 |
| Q2 2019 | 305 | 12,750,922 | VWO, SPY, IEMG, EEM | 13F-HR | 8/13/2019 | 000156761919016421 |
| Q1 2019 | 303 | 16,325,029 | VWO, EEM, SPY, IEMG | 13F-HR | 5/14/2019 | 000156761919010822 |
| Q4 2018 | 472 | 10,928,292 | VWO, SPY, IEMG, IVV | 13F-HR | 2/13/2019 | 000156761919003499 |
| Q3 2018 | 354 | 9,653,614 | SPY, VWO, IEMG, GLD | 13F-HR | 11/13/2018 | 000156761918005788 |
| Q2 2018 | 460 | 10,008,512 | SPY, VWO, IEMG, GLD | 13F-HR | 8/13/2018 | 000156761918000648 |
| Q1 2018 | 1 | 801 | ST | NEW HOLDINGS | 8/13/2018 | 000156761918000646 |
| Q1 2018 | 2 | 512 | RNR, AXS | NEW HOLDINGS | 8/8/2018 | 000156761918000074 |
| Q1 2018 | 457 | 10,484,634 | VWO, SPY, EEM, IEMG | 13F-HR | 5/15/2018 | 000114036118023865 |
| Q4 2017 | 246 | 12,214,888 | VWO, SPY, EEM, IEMG | 13F-HR | 2/13/2018 | 000114036118007141 |
| Q3 2017 | 286 | 14,906,251 | VWO, EEM, SPY, IEMG | 13F-HR | 11/13/2017 | 000114036117041998 |
| Q2 2017 | 343 | 10,919,101 | VWO, EEM, SPY, IEMG | 13F-HR | 8/10/2017 | 000114036117031111 |
| Q1 2017 | 236 | 8,817,696 | VWO, SPY, EEM, IEMG | 13F-HR | 5/11/2017 | 000114036117019802 |
| Q4 2016 | 267 | 10,528,018 | VWO, EEM, SPY, IEMG | 13F-HR | 2/10/2017 | 000114036117005803 |
| Q3 2016 | 299 | 10,157,079 | VWO, EEM, SPY, EWZ | 13F-HR | 11/9/2016 | 000114036116085573 |
| Q2 2016 | 340 | 7,977,076 | VWO, SPY, EEM, EWZ | 13F-HR | 8/10/2016 | 000114036116075565 |
| Q1 2016 | 253 | 7,899,860 | VWO, SPY, EEM, LQD | 13F-HR | 5/13/2016 | 000114036116065095 |
| Q4 2015 | 263 | 7,707,722 | VWO, SPY, EEM, LQD | 13F-HR | 2/11/2016 | 000114036116051801 |
| Q3 2015 | 430 | 7,470,250 | VWO, SPY, EEM, LQD | 13F-HR | 11/12/2015 | 000114036115040647 |
| Q2 2015 | 306 | 10,828,837 | VWO, EEM, SPY, LQD | 13F-HR | 8/11/2015 | 000114036115030974 |
| Q1 2015 | 328 | 12,831,924 | VWO, SPY, EEM, AAPL | 13F-HR | 5/14/2015 | 000114036115019529 |
| Q4 2014 | 335 | 12,527,736 | VWO, SPY, EEM, LQD | 13F-HR | 2/11/2015 | 000114036115005578 |
| Q3 2014 | 363 | 12,829,563 | VWO, SPY, EEM, AAPL | 13F-HR | 11/12/2014 | 000114036114041083 |
| Q2 2014 | 303 | 13,343,625 | VWO, SPY, EEM, AAPL | 13F-HR | 8/12/2014 | 000114036114031924 |
| Q1 2014 | 339 | 12,222,542 | VWO, SPY, EEM, LQD | 13F-HR | 5/14/2014 | 000114036114021000 |
| Q4 2013 | 293 | 12,464,151 | VWO, SPY, EEM, LQD | 13F-HR | 2/12/2014 | 000114036114006358 |