|
Q2 2026
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
8/14/2026 |
000154216226000005 |
|
Q1 2026
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
5/15/2026 |
000154216226000003 |
|
Q4 2025
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
2/13/2026 |
000154216226000002 |
|
Q3 2025
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
11/14/2025 |
000154216225000003 |
|
Q2 2025
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
8/13/2025 |
000108514625005038 |
|
Q1 2025
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
4/30/2025 |
000108514625002452 |
|
Q4 2024
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
2/14/2025 |
000108514625001495 |
|
Q3 2024
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
11/13/2024 |
000108514624005673 |
|
Q2 2024
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
8/14/2024 |
000108514624003958 |
|
Q1 2024
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
4/24/2024 |
000108514624001993 |
|
Q4 2023
|
|
|
Reported by Brown Advisory Inc
|
13F-NT |
2/12/2024 |
000108514624001025 |
|
Q4 2018
|
126 |
415,700 |
SPY, XLF, SCHE, HEWJ
|
13F-HR
|
2/13/2019 |
000117266119000464 |
|
Q3 2018
|
160 |
565,996 |
SPY, VT, MUR, XLF
|
13F-HR
|
11/13/2018 |
000117266118002016 |
|
Q2 2018
|
167 |
472,925 |
SPY, VT, SCHE, XLF
|
RESTATEMENT
|
8/15/2018 |
000117266118001710 |
|
Q1 2018
|
160 |
480,656 |
SPY, VT, AGG, VWO
|
13F-HR
|
5/9/2018 |
000117266118001023 |
|
Q4 2017
|
113 |
370,017 |
SPY, VT, XLF, HEWJ
|
13F-HR
|
2/9/2018 |
000117266118000354 |
|
Q3 2017
|
170 |
328,070 |
SPY, HEWJ, XLF, SCHF
|
13F-HR
|
11/13/2017 |
000117266117001953 |
|
Q2 2017
|
156 |
318,272 |
SPY, HEWJ, XLF, SCHF
|
13F-HR
|
8/2/2017 |
000117266117001463 |
|
Q1 2017
|
148 |
311,994 |
SPY, HEWJ, XLF, SCHF
|
13F-HR
|
5/9/2017 |
000117266117000964 |
|
Q4 2016
|
134 |
265,941 |
SPY, HEWJ, SCHF, VOO
|
13F-HR
|
2/8/2017 |
000117266117000286 |
|
Q3 2016
|
126 |
246,543 |
SPY, HEWJ, MUR, VOO
|
13F-HR
|
10/19/2016 |
000117266116004045 |
|
Q2 2016
|
116 |
213,095 |
SPY, DXJ, MUR, SCHF
|
13F-HR
|
8/3/2016 |
000117266116003654 |
|
Q1 2016
|
115 |
205,158 |
DXJ, SPY, MUR, SCHF
|
13F-HR
|
5/10/2016 |
000117266116003217 |
|
Q4 2015
|
107 |
205,464 |
VWO, ACWI, CB, KYN
|
13F-HR
|
1/26/2016 |
000117266116002339 |
|
Q3 2015
|
99 |
162,649 |
KYN, CB, VWO, MUR
|
13F-HR
|
10/22/2015 |
000117266115001831 |
|
Q2 2015
|
101 |
154,537 |
KYN, MUR, CB, VOO
|
13F-HR
|
8/12/2015 |
000117266115001472 |
|
Q1 2015
|
95 |
155,065 |
KYN, MUR, CB, VOO
|
13F-HR
|
4/30/2015 |
000117266115000971 |
|
Q4 2014
|
88 |
142,877 |
KYN, MUR, CB, VOO
|
13F-HR
|
2/12/2015 |
000117266115000356 |
|
Q3 2014
|
89 |
139,543 |
KYN, MUR, CB, NSC
|
13F-HR
|
11/3/2014 |
000117266114001661 |
|
Q2 2014
|
88 |
131,617 |
KYN, MUR, CB, NSC
|
13F-HR
|
8/14/2014 |
000117266114001441 |
|
Q1 2014
|
72 |
116,505 |
KYN, MUR, CB, NSC
|
13F-HR
|
5/15/2014 |
000117266114001073 |
|
Q4 2013
|
73 |
128,191 |
KYN, MUR, CB, SPY
|
13F-HR
|
2/14/2014 |
000117266114000595 |