Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 4 | 266,034 | VTI, IEFA, VB, VT | 13F-HR | 10/25/2024 | 000106299324017947 |
Q2 2024 | 4 | 255,381 | VTI, IEFA, VB, VT | 13F-HR | 7/25/2024 | 000106299324014072 |
Q1 2024 | 4 | 257,655 | VTI, IEFA, VB, VT | 13F-HR | 5/23/2024 | 000106299324011031 |
Q4 2023 | 3 | 239,236 | VTI, IEFA, VB | 13F-HR | 2/8/2024 | 000106299324002534 |
Q3 2023 | 3 | 173,122 | VTI, IEFA, VB | 13F-HR | 11/7/2023 | 000106299323020257 |
Q2 2023 | 4 | 180,526 | VTI, IEFA, VB, VT | 13F-HR | 7/26/2023 | 000106299323015325 |
Q1 2023 | 4 | 170,866 | VTI, IEFA, VB, VT | 13F-HR | 5/15/2023 | 000106299323011025 |
Q4 2022 | 4 | 157,236 | VTI, IEFA, VB, VT | 13F-HR | 3/21/2023 | 000106299323007349 |
Q3 2022 | 6 | 148,059 | VTI, IEFA, VB, IVV | 13F-HR | 3/21/2023 | 000106299323007347 |
Q2 2022 | 8 | 163,280 | VTI, IEFA, VB, CBT | 13F-HR | 3/21/2023 | 000106299323007345 |
Q1 2022 | 9 | 202,200 | VTI, IEFA, VB, CBT | 13F-HR | 3/21/2023 | 000106299323007344 |
Q4 2021 | 12 | 217,721 | VTI, IEFA, VB, CBT | 13F-HR | 3/21/2023 | 000106299323007342 |
Q3 2021 | 17 | 217,807 | VTI, IEFA, VB, CBT | 13F-HR | 12/30/2021 | 000106299321013649 |
Q2 2021 | 17 | 220,710 | VTI, IEFA, VB, CBT | 13F-HR | 12/30/2021 | 000106299321013647 |
Q1 2021 | 17 | 209,844 | VTI, IEFA, VB, CBT | 13F-HR | 12/30/2021 | 000106299321013645 |
Q4 2020 | 17 | 196,596 | VTI, IEFA, VB, CBT | 13F-HR | 12/30/2021 | 000106299321013643 |
Q3 2020 | 9 | 158,017 | VTI, IEFA, CBT, CTRA | 13F-HR | 12/7/2020 | 000106299320006122 |
Q2 2020 | 9 | 147,883 | VTI, IEFA, CBT, CTRA | 13F-HR | 12/7/2020 | 000106299320006120 |
Q1 2020 | 9 | 123,941 | VTI, IEFA, CTRA, CBT | 13F-HR | 4/9/2020 | 000106299320001718 |
Q4 2019 | 9 | 159,374 | VTI, IEFA, CBT, CTRA | 13F-HR | 1/16/2020 | 000106299320000192 |
Q3 2019 | 9 | 144,923 | VTI, IEFA, CBT, CTRA | 13F-HR | 10/18/2019 | 000106299319003942 |
Q2 2019 | 9 | 144,923 | VTI, IEFA, CBT, CTRA | 13F-HR | 8/19/2019 | 000106299319003488 |
Q1 2019 | 9 | 146,558 | VTI, IEFA, CBT, CTRA | 13F-HR | 4/30/2019 | 000106299319001921 |
Q4 2018 | 9 | 149,443 | VTI, IEFA, CTRA, CBT | 13F-HR | 1/18/2019 | 000106299319000255 |
Q3 2018 | 9 | 157,664 | VTI, IEFA, CBT, CTRA | 13F-HR | 10/17/2018 | 000106299318004108 |
Q2 2018 | 10 | 146,118 | VTI, IEFA, CBT, CTRA | 13F-HR | 7/13/2018 | 000106299318002903 |
Q1 2018 | 9 | 135,835 | VTI, IEFA, CTRA, CBT | 13F-HR | 5/21/2018 | 000106299318002340 |
Q4 2017 | 13 | 164,342 | VTI, IEFA, CTRA, CBT | 13F-HR | 2/13/2018 | 000106299318000693 |
Q3 2017 | 14 | 172,131 | VTI, IEFA, CTRA, CBT | 13F-HR | 10/30/2017 | 000106299317004582 |
Q2 2017 | 15 | 173,674 | VTI, IEFA, CTRA, CBT | 13F-HR | 8/9/2017 | 000106299317003592 |
Q1 2017 | 18 | 168,459 | VTI, IEFA, CTRA, CBT | 13F-HR | 5/16/2017 | 000106299317002591 |
Q4 2016 | 18 | 135,483 | CTRA, CBT, VTI, JPM | 13F-HR | 1/23/2017 | 000106299317000327 |
Q3 2016 | 18 | 123,661 | CTRA, CBT, VTI, GILD | 13F-HR | 11/7/2016 | 000106299316012051 |
Q2 2016 | 18 | 114,986 | CTRA, CBT, GILD, JPM | 13F-HR | 8/9/2016 | 000106299316010876 |
Q1 2016 | 22 | 135,679 | CTRA, CBT, GILD, CVS | 13F-HR | 5/6/2016 | 000106299316009457 |
Q4 2015 | 27 | 147,183 | CTRA, CBT, GILD, CVS | 13F-HR | 2/3/2016 | 000106299316007409 |
Q3 2015 | 32 | 166,183 | CTRA, GILD, CVS, CBT | 13F-HR | 11/13/2015 | 000106299315006047 |
Q2 2015 | 30 | 202,886 | CTRA, GILD, CBT, CVS | 13F-HR | 8/11/2015 | 000106299315004306 |
Q1 2015 | 39 | 235,325 | CTRA, CBT, GILD, GLD | 13F-HR | 5/14/2015 | 000106299315002730 |
Q4 2014 | 43 | 269,134 | CTRA, CBT, GILD, GLD | 13F-HR | 2/11/2015 | 000106299315000620 |
Q3 2014 | 45 | 269,356 | CTRA, CBT, GILD, GLD | 13F-HR | 11/5/2014 | 000106299314006287 |
Q2 2014 | 45 | 282,635 | CTRA, CBT, GLD, GILD | 13F-HR | 8/11/2014 | 000106299314004692 |
Q1 2014 | 44 | 267,888 | CTRA, CBT, GLD, WIP | 13F-HR | 5/14/2014 | 000106299314002879 |
Q4 2013 | 41 | 272,255 | CTRA, CBT, GILD, GLD | 13F-HR | 2/10/2014 | 000106299314000585 |