| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 2 | 143,956 | VTWO, IWP | 13F-HR | 5/9/2025 | 000117266125001637 |
| Q4 2024 | 6 | 294,938 | VTWO, MTUM, IWP, NVDA | 13F-HR | 2/10/2025 | 000117266125000604 |
| Q3 2024 | 6 | 255,706 | VTWO, XLE, IWP, NVDA | 13F-HR | 10/30/2024 | 000117266124004406 |
| Q2 2024 | 7 | 323,484 | VWO, VGK, IWP, XLE | 13F-HR | 7/25/2024 | 000117266124002904 |
| Q1 2024 | 9 | 311,795 | VWO, IWP, AAPL, NVDA | 13F-HR | 5/8/2024 | 000117266124002091 |
| Q4 2023 | 3 | 216,872 | VWO, IWP, XLE | 13F-HR | 1/26/2024 | 000117266124000348 |
| Q3 2023 | 3 | 202,702 | VEU, IWP, XLE | 13F-HR | 10/24/2023 | 000117266123003487 |
| Q2 2023 | 3 | 206,066 | VEU, QQQ, IWP | 13F-HR | 7/21/2023 | 000117266123002578 |
| Q1 2023 | 2 | 153,431 | VEU, XLE | 13F-HR | 5/9/2023 | 000117266123001911 |
| Q4 2022 | 2 | 146,813 | XLE, IWN | 13F-HR | 1/12/2023 | 000117266123000160 |
| Q3 2022 | 5 | 128,130 | XLE, IWN, VT, PL | 13F-HR | 11/2/2022 | 000117266122002275 |
| Q2 2022 | 8 | 122,402 | XLE, IWN, VT, WMS | 13F-HR | 8/1/2022 | 000117266122001694 |
| Q1 2022 | 8 | 163,485 | XLE, IWN, VT, CLOV | 13F-HR | 5/6/2022 | 000117266122001184 |
| Q4 2021 | 8 | 167,420 | VTV, IUSV, IWN, CLOV | 13F-HR | 2/14/2022 | 000117266122000818 |
| Q3 2021 | 5 | 168,577 | IWN, IUSV, VTV, CLOV | 13F-HR | 10/26/2021 | 000117266121002065 |
| Q2 2021 | 4 | 252,339 | IWN, VTV, IUSV, PHAT | 13F-HR | 8/12/2021 | 000117266121001629 |
| Q1 2021 | 7 | 294,399 | VT, IUSV, VSS, IWM | 13F-HR | 5/13/2021 | 000117266121001105 |
| Q4 2020 | 10 | 286,745 | VT, VSS, IUSV, HYG | 13F-HR | 2/12/2021 | 000117266121000387 |
| Q3 2020 | 5 | 216,102 | IUSV, ACWI, HYG, GOVT | 13F-HR | 11/9/2020 | 000117266120002080 |
| Q2 2020 | 5 | 107,342 | ACWI, HYG, VOO, ICVT | 13F-HR | 8/10/2020 | 000117266120001617 |
| Q1 2020 | 3 | 89,014 | ACWI, IUSV, IEMG | 13F-HR | 5/4/2020 | 000117266120001119 |
| Q4 2019 | 5 | 121,570 | IUSV, ACWI, VOO, TLT | 13F-HR | 2/7/2020 | 000117266120000351 |
| Q3 2019 | 2 | 107,232 | ACWI, VOO | 13F-HR | 10/29/2019 | 000117266119002065 |
| Q2 2019 | 2 | 81,132 | ACWI, IEMG | 13F-HR | 7/25/2019 | 000117266119001588 |
| Q1 2019 | 3 | 71,139 | ACWI, EWJ, IEMG | 13F-HR | 5/14/2019 | 000117266119001211 |
| Q4 2018 | 4 | 63,711 | EWJ, IEMG, ACWI, HYG | 13F-HR | 2/7/2019 | 000117266119000329 |
| Q3 2018 | 5 | 90,884 | ACWI, IEMG, HYG, IUSV | 13F-HR | 10/25/2018 | 000117266118001886 |
| Q2 2018 | 5 | 142,303 | IUSV, EFV, IEMG, HYG | 13F-HR | 7/30/2018 | 000117266118001437 |
| Q1 2018 | 8 | 210,258 | IEMG, EFV, IUSV, HYG | 13F-HR | 5/9/2018 | 000117266118001016 |
| Q4 2017 | 3 | 81,716 | IEMG, ACWI, HYG | 13F-HR | 1/31/2018 | 000117266118000226 |
| Q3 2017 | 3 | 59,651 | IEMG, ACWI, HYG | 13F-HR | 10/30/2017 | 000117266117001852 |
| Q2 2017 | 2 | 33,574 | IEMG, HYG | 13F-HR | 7/31/2017 | 000117266117001444 |
| Q1 2017 | 3 | 21,098 | ACWI, IEMG, HYG | 13F-HR | 5/12/2017 | 000117266117001019 |
| Q4 2016 | 2 | 12,305 | ACWI, HYG | 13F-HR | 2/3/2017 | 000117266117000249 |
| Q3 2016 | 2 | 45,155 | HYG, ACWI | 13F-HR | 11/1/2016 | 000117266116004073 |
| Q2 2016 | 2 | 37,043 | ACWI, HYG | 13F-HR | 8/3/2016 | 000117266116003657 |
| Q1 2016 | 2 | 23,959 | ACWI, HYG | 13F-HR | 5/9/2016 | 000117266116003207 |
| Q4 2015 | 2 | 33,984 | ACWI, HYG | 13F-HR | 1/26/2016 | 000117266116002329 |
| Q3 2015 | 2 | 56,470 | ACWI, HYG | 13F-HR | 10/22/2015 | 000117266115001833 |
| Q2 2015 | 3 | 62,284 | ACWI, IGSB, HYG | 13F-HR | 8/11/2015 | 000117266115001464 |
| Q1 2015 | 3 | 68,177 | ACWI, IGSB, HYG | 13F-HR | 5/6/2015 | 000117266115000993 |
| Q4 2014 | 3 | 69,138 | ACWI, IGSB, HYG | 13F-HR | 2/4/2015 | 000117266115000240 |
| Q3 2014 | 3 | 55,598 | ACWI, HYG, IGSB | 13F-HR | 11/6/2014 | 000117266114001684 |
| Q2 2014 | 3 | 78,036 | ACWI, IGSB, HYG | 13F-HR | 8/1/2014 | 000117266114001298 |
| Q1 2014 | 3 | 99,117 | ACWI, IGSB, HYG | 13F-HR | 5/9/2014 | 000117266114000963 |
| Q4 2013 | 3 | 132,445 | ACWI, HYG, IGSB | 13F-HR | 1/27/2014 | 000117266114000168 |