| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 67 | 212,028 | NULV, VWO, SPY, LTPZ | 13F-HR | 11/14/2024 | 000108514624005837 |
| Q2 2024 | 68 | 208,911 | NULV, VWO, SPY, LTPZ | 13F-HR | 8/14/2024 | 000108514624004016 |
| Q1 2024 | 67 | 206,233 | ESGD, NULV, VWO, SPY | 13F-HR | 5/15/2024 | 000108514624002566 |
| Q4 2023 | 67 | 202,553 | ESGD, VWO, LTPZ, SPY | 13F-HR | 2/13/2024 | 000108514624001228 |
| Q3 2023 | 67 | 176,342 | ESGD, VWO, VEA, MTUM | 13F-HR | 11/7/2023 | 000108514623004174 |
| Q2 2023 | 65 | 175,303 | ESGD, VWO, MTUM, VEA | 13F-HR | 8/11/2023 | 000108514623003284 |
| Q1 2023 | 79 | 193,964 | ESGD, VWO, MTUM, VEA | 13F-HR | 5/11/2023 | 000108514623002263 |
| Q4 2022 | 75 | 187,669 | NULV, MTUM, VWO, VEA | 13F-HR | 2/13/2023 | 000108514623001123 |
| Q3 2022 | 66 | 187,789 | NULV, MTUM, LTPZ, VWO | 13F-HR | 11/14/2022 | 000108514622003952 |
| Q2 2022 | 66 | 206,440 | NULV, MTUM, LTPZ, VWO | 13F-HR | 8/10/2022 | 000108514622002938 |
| Q1 2022 | 70 | 269,334 | MTUM, LTPZ, IGF, VEA | 13F-HR | 5/9/2022 | 000108514622001812 |
| Q4 2021 | 64 | 298,851 | MTUM, LTPZ, CGW, VEA | 13F-HR | 2/11/2022 | 000108514622000892 |
| Q3 2021 | 69 | 274,325 | CGW, MTUM, DBEF, EMLP | 13F-HR | 11/15/2021 | 000108514621003345 |
| Q2 2021 | 67 | 252,192 | MTUM, EMLP, DBEF, SPY | 13F-HR | 8/10/2021 | 000108514621002346 |
| Q1 2021 | 67 | 234,680 | MTUM, EMLP, DBEF, SPY | 13F-HR | 5/13/2021 | 000108514621001615 |
| Q4 2020 | 63 | 230,231 | MTUM, EMLP, DBEF, SPY | 13F-HR | 2/12/2021 | 000108514621000681 |
| Q3 2020 | 57 | 214,175 | MTUM, EMB, DBEF, LTPZ | 13F-HR | 11/12/2020 | 000108514620002903 |
| Q2 2020 | 53 | 163,123 | LTPZ, EDV, HDV, HEEM | 13F-HR | 8/10/2020 | 000108514620002076 |
| Q1 2020 | 143 | 125,244 | EDV, LTPZ, HDV, MTUM | 13F-HR | 5/11/2020 | 000108514620001381 |
| Q4 2019 | 46 | 257,288 | HDV, HEEM, DBEF, EMLP | 13F-HR | 2/5/2020 | 000108514620000409 |
| Q3 2019 | 46 | 242,643 | HDV, LTPZ, EDV, EMLP | 13F-HR | 11/5/2019 | 000108514619002725 |
| Q2 2019 | 40 | 234,826 | HDV, LTPZ, EMLP, IEI | 13F-HR | 8/14/2019 | 000108514619002356 |
| Q1 2019 | 40 | 156,987 | EMB, IEF, LTPZ, IGF | 13F-HR | 5/13/2019 | 000108514619001494 |
| Q4 2018 | 42 | 180,506 | EMB, IVV, HDV, EDV | 13F-HR | 2/12/2019 | 000108514619000540 |
| Q3 2018 | 44 | 220,100 | SPY, IVV, VNQ, BNDX | 13F-HR | 11/14/2018 | 000108514618002748 |
| Q2 2018 | 44 | 214,904 | FIW, SPY, VNQ, BNDX | 13F-HR | 11/19/2018 | 000108514618002802 |
| Q1 2018 | 51 | 178,470 | SPY, FIW, VNQ, VEA | 13F-HR | 11/19/2018 | 000108514618002801 |
| Q4 2017 | 45 | 167,899 | SPY, VEA, VNQ, IVV | 13F-HR | 3/20/2018 | 000108514618000961 |