| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 76 | 412,983 | IEF, VWO, SPY, EFA | 13F-HR | 4/17/2025 | 000117266125001505 |
| Q4 2024 | 76 | 510,388 | IEF, IVV, VWO, SPY | 13F-HR | 1/22/2025 | 000117266125000317 |
| Q3 2024 | 76 | 484,109 | IEF, VWO, EFA, SPY | 13F-HR | 10/16/2024 | 000117266124004281 |
| Q2 2024 | 80 | 474,129 | IEF, VWO, EFA, SPY | 13F-HR | 7/16/2024 | 000117266124002796 |
| Q1 2024 | 114 | 551,477 | IEF, RSP, EFA, VWO | 13F-HR | 5/8/2024 | 000117266124002079 |
| Q4 2023 | 73 | 450,310 | IVV, IEF, RSP, EFA | 13F-HR | 1/12/2024 | 000117266124000215 |
| Q3 2023 | 77 | 368,911 | IVV, IEF, RSP, EFA | 13F-HR | 10/31/2023 | 000117266123003556 |
| Q2 2023 | 80 | 342,210 | IEF, RSP, EFA, SPY | 13F-HR | 7/12/2023 | 000117266123002491 |
| Q1 2023 | 83 | 350,452 | IVV, IEF, RSP, EFA | 13F-HR | 4/6/2023 | 000117266123001585 |
| Q4 2022 | 223 | 341,901 | IEF, EFA, RSP, VWO | 13F-HR | 2/10/2023 | 000117266123000591 |
| Q3 2022 | 75 | 246,471 | IEF, IVV, SPY, EFA | 13F-HR | 10/21/2022 | 000160658722001958 |
| Q2 2022 | 82 | 266,997 | IEF, VWO, EFA, SPY | 13F-HR | 7/22/2022 | 000160658722001414 |
| Q1 2022 | 86 | 366,039 | IEF, SPY, EFA, VWO | RESTATEMENT | 4/29/2022 | 000160658722000820 |
| Q4 2021 | 91 | 329,708 | IEF, SPY, EFA, RWR | 13F-HR | 1/21/2022 | 000160658722000059 |
| Q3 2021 | 65 | 263,391 | IEF, IVV, SPY, EFA | 13F-HR | 10/26/2021 | 000160658721001408 |
| Q2 2021 | 64 | 189,030 | IEF, EFA, VWO, SPY | 13F-HR | 7/27/2021 | 000108514621002113 |
| Q1 2021 | 92 | 187,777 | IEF, EFA, VWO, SPY | 13F-HR | 5/5/2021 | 000108514621001450 |
| Q4 2020 | 76 | 198,135 | IEF, EFA, VWO, SPY | 13F-HR | 1/29/2021 | 000168923221000002 |
| Q3 2020 | 77 | 184,600 | IEF, EFA, VWO, BRK-B | 13F-HR | 10/20/2020 | 000168923220000005 |
| Q2 2020 | 73 | 172,032 | IEF, IVV, EFA, VWO | 13F-HR | 7/8/2020 | 000168923220000004 |
| Q1 2020 | 80 | 162,313 | IEF, IVV, EFA, VWO | 13F-HR | 4/15/2020 | 000168923220000003 |
| Q4 2019 | 78 | 286,639 | IEF, EFA, VWO, BRK-B | 13F-HR | 1/24/2020 | 000168923220000002 |
| Q3 2019 | 77 | 250,251 | IEF, EFA, VWO, RWR | 13F-HR | 11/12/2019 | 000168923219000002 |
| Q2 2019 | 65 | 252,016 | IVV, IEF, EFA, VWO | 13F-HR | 8/9/2019 | 000142050619000741 |