| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 138 | 698,794 | GLDM, VTI, SCHP, BRK-B | 13F-HR | 11/14/2024 | 000163658724000038 |
| Q2 2024 | 132 | 657,075 | GLDM, SCHP, VTI, BRK-B | 13F-HR | 8/13/2024 | 000163658724000030 |
| Q1 2024 | 124 | 627,421 | GLDM, SCHO, VTI, STIP | 13F-HR | 5/15/2024 | 000163658724000016 |
| Q4 2023 | 124 | 590,995 | GLDM, SCHO, VTI, SCHR | 13F-HR | 2/14/2024 | 000163658724000004 |
| Q3 2023 | 117 | 530,750 | SCHO, GLDM, VTI, SCHR | 13F-HR | 11/6/2023 | 000163658723000016 |
| Q2 2023 | 129 | 534,628 | SCHO, GLDM, VTI, SCHR | 13F-HR | 8/14/2023 | 000163658723000012 |
| Q1 2023 | 138 | 524,120 | GLDM, SCHP, VTI, SCHR | 13F-HR | 5/15/2023 | 000163658723000007 |
| Q4 2022 | 124 | 506,774 | GLDM, SCHP, VTI, VWO | 13F-HR | 2/14/2023 | 000163658723000002 |
| Q3 2022 | 127 | 438,800 | GLDM, VWO, IEMG, ISHARES GOLD TR | 13F-HR | 11/15/2022 | 000163658722000026 |
| Q2 2022 | 128 | 463,464 | VWO, IEMG, IAU, AAAU | 13F-HR | 8/15/2022 | 000163658722000015 |
| Q1 2022 | 135 | 533,583 | IEMG, VWO, IAU, AAAU | 13F-HR | 5/16/2022 | 000163658722000011 |
| Q4 2021 | 135 | 530,507 | IEMG, VWO, IAU, AAAU | 13F-HR | 2/15/2022 | 000163658722000007 |
| Q3 2021 | 132 | 478,416 | IEMG, VWO, IAU, PKX | 13F-HR | 11/15/2021 | 000163658721000035 |
| Q2 2021 | 131 | 488,649 | IEMG, VWO, IAU, PKX | 13F-HR | 8/16/2021 | 000163658721000025 |
| Q1 2021 | 123 | 456,625 | VWO, IEMG, IAU, PKX | 13F-HR | 5/14/2021 | 000163658721000013 |
| Q4 2020 | 123 | 436,374 | VWO, IAU, IEMG, SCCO | 13F-HR | 2/16/2021 | 000163658721000002 |
| Q3 2020 | 109 | 393,076 | IAU, VWO, IEMG, BRK-B | 13F-HR | 11/16/2020 | 000163658720000033 |
| Q2 2020 | 110 | 377,906 | VWO, IAU, BRK-B, INTC | 13F-HR | 8/13/2020 | 000163658720000024 |
| Q1 2020 | 107 | 308,751 | VWO, IAU, BRK-B, INTC | 13F-HR | 5/13/2020 | 000163658720000015 |
| Q4 2019 | 85 | 397,578 | VWO, BRK-B, DIS, JPM | 13F-HR | 2/12/2020 | 000163658720000005 |
| Q3 2019 | 82 | 348,794 | BRK-B, INTC, JPM, GOOG | 13F-HR | 11/12/2019 | 000163658719000031 |
| Q2 2019 | 61 | 316,916 | BRK-B, AAPL, META, RIO | 13F-HR | 8/5/2019 | 000163658719000023 |
| Q1 2019 | 63 | 305,247 | BRK-B, INTC, AAPL, RIO | 13F-HR | 5/7/2019 | 000163658719000016 |
| Q4 2018 | 68 | 319,103 | BRK-B, AAPL, INTC, COP | 13F-HR | 2/11/2019 | 000163658719000007 |
| Q3 2018 | 68 | 319,103 | BRK-B, AAPL, INTC, COP | 13F-HR | 10/15/2018 | 000163658718000017 |
| Q2 2018 | 65 | 305,188 | BRK-B, INTC, WFC, AAPL | 13F-HR | 8/8/2018 | 000163658718000015 |
| Q1 2018 | 63 | 300,951 | BRK-B, INTC, JPM, WFC | 13F-HR | 6/21/2018 | 000163658718000014 |
| Q4 2017 | 69 | 301,230 | BRK-B, WFC, INTC, JPM | 13F-HR | 6/21/2018 | 000163658718000013 |