| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 1,505,176 | VOO, RWL, VEA, VB | 13F-HR | 8/7/2026 | 000195175726001150 |
| Q1 2026 | 47 | 1,339,200 | VOO, RWL, VEA, VB | 13F-HR | 5/5/2026 | 000195175726000773 |
| Q4 2025 | 46 | 1,319,439 | VOO, RWL, VEA, VB | 13F-HR | 2/4/2026 | 000195175726000355 |
| Q3 2025 | 47 | 1,334,792 | VOO, RWL, VEA, VWO | 13F-HR | 11/6/2025 | 000195175725001286 |
| Q2 2025 | 47 | 1,182,889 | VOO, RWL, VEA, VWO | 13F-HR | 7/30/2025 | 000195175725001002 |
| Q1 2025 | 44 | 1,087,572 | VOO, RWL, VWO, VEA | 13F-HR | 4/28/2025 | 000195175725000468 |
| Q4 2024 | 45 | 1,090,690 | VOO, RWL, VWO, VB | 13F-HR | 1/27/2025 | 000195175725000134 |
| Q3 2024 | 43 | 1,085,992 | VOO, RWL, VWO, VB | 13F-HR | 10/17/2024 | 000195175724001061 |
| Q2 2024 | 43 | 981,875 | VOO, RWL, VWO, VEA | 13F-HR | 7/31/2024 | 000195175724000594 |
| Q1 2024 | 42 | 964,857 | VOO, RWL, VWO, VB | 13F-HR | 5/10/2024 | 000195175724000447 |
| Q4 2023 | 42 | 886,859 | VOO, RWL, VWO, VEA | 13F-HR | 1/29/2024 | 000195175724000123 |
| Q3 2023 | 42 | 808,344 | VOO, RWL, VWO, VB | 13F-HR | 10/24/2023 | 000195175723000590 |
| Q2 2023 | 46 | 832,448 | VOO, RWL, VWO, VB | 13F-HR | 7/20/2023 | 000195175723000414 |
| Q1 2023 | 39 | 778,051 | VOO, RWL, VWO, VB | 13F-HR | 4/20/2023 | 000195175723000191 |
| Q4 2022 | 37 | 730,443 | VOO, RWL, VWO, VB | 13F-HR | 1/24/2023 | 000195175723000055 |
| Q3 2022 | 37 | 665,221 | VOO, VEA, RWL, VB | 13F-HR | 10/19/2022 | 000169620922000009 |
| Q2 2022 | 35 | 697,926 | VOO, VWO, RWL, VEA | 13F-HR | 7/11/2022 | 000169620922000008 |
| Q1 2022 | 35 | 740,609 | VOO, RWL, VWO, VEA | 13F-HR | 4/28/2022 | 000169620922000006 |
| Q4 2021 | 36 | 671,673 | VOO, RWL, VEA, VB | 13F-HR | 1/20/2022 | 000169620922000001 |
| Q3 2021 | 37 | 665,221 | VOO, VEA, RWL, VB | 13F-HR | 10/14/2021 | 000169620921000007 |
| Q2 2021 | 36 | 667,524 | VOO, VEA, RWL, VB | 13F-HR | 7/30/2021 | 000169620921000006 |
| Q1 2021 | 106 | 646,114 | VOO, VEA, RWL, VB | 13F-HR | 4/29/2021 | 000169620921000005 |
| Q4 2020 | 100 | 565,956 | VOO, VEA, RWL, VB | 13F-HR | 2/9/2021 | 000169620921000003 |
| Q3 2020 | 104 | 495,274 | VOO, VEA, RWL, BSCO | 13F-HR | 11/9/2020 | 000169620920000007 |
| Q2 2020 | 111 | 424,120 | VOO, VEA, RWL, BSCM | 13F-HR | 8/13/2020 | 000169620920000005 |
| Q1 2020 | 126 | 373,037 | VOO, VEA, RWL, QQQ | 13F-HR | 5/6/2020 | 000160273020000004 |
| Q4 2019 | 136 | 434,330 | VOO, VEA, RWL, QQQ | 13F-HR | 1/29/2020 | 000169620920000004 |
| Q3 2019 | 143 | 377,021 | VOO, VEA, RWL, VWO | 13F-HR | 10/31/2019 | 000169620919000005 |
| Q2 2019 | 154 | 401,792 | VOO, VEA, RWL, VWO | 13F-HR | 8/6/2019 | 000169620919000003 |
| Q1 2019 | 155 | 362,132 | VOO, VEA, RWL, VWO | 13F-HR | 5/10/2019 | 000169620919000002 |
| Q4 2018 | 258 | 340,298 | VOO, VEA, RWL, VWO | 13F-HR | 1/18/2019 | 000169620919000001 |
| Q3 2018 | 273 | 372,718 | VEA, VOO, RWL, INVESCO QQQ TRUST | 13F-HR | 11/7/2018 | 000169620918000004 |
| Q2 2018 | 295 | 355,941 | VEA, VOO, RWL, INVESCO QQQ TRUST | 13F-HR | 8/3/2018 | 000169620918000003 |
| Q1 2018 | 278 | 297,420 | VEA, VOO, RWL, QQQ | 13F-HR | 5/2/2018 | 000169620918000002 |
| Q4 2017 | 287 | 400,566 | DEM, VEA, VOO, RWL | 13F-HR | 2/6/2018 | 000169620918000001 |
| Q3 2017 | 227 | 295,443 | VEA, VOO, RWL, QQQ | 13F-HR | 10/30/2017 | 000169620917000004 |
| Q2 2017 | 283 | 292,086 | VEA, VOO, RWL, QQQ | 13F-HR | 8/7/2017 | 000169620917000003 |
| Q1 2017 | 316 | 266,882 | VEA, VOO, RWL, QQQ | 13F-HR | 5/8/2017 | 000169620917000002 |
| Q4 2016 | 390 | 170,186 | RWL, QQQ, VWO, BSCK | 13F-HR | 2/9/2017 | 000169620917000001 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 7/30/2025. View all