| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 73 | 493,077 | SPY, IWV, ACWX, VTI | 13F-HR | 10/7/2024 | 000108514624004673 |
| Q2 2024 | 72 | 464,625 | SPY, IWV, ACWX, VTI | 13F-HR | 7/12/2024 | 000108514624002872 |
| Q1 2024 | 72 | 450,681 | SPY, IWV, ACWX, VTI | 13F-HR | 4/15/2024 | 000108514624001814 |
| Q4 2023 | 69 | 423,147 | SPY, IWV, ACWX, VTI | 13F-HR | 1/8/2024 | 000108514624000077 |
| Q3 2023 | 70 | 377,237 | SPY, IWV, ACWX, VTI | 13F-HR | 10/10/2023 | 000108514623003681 |
| Q2 2023 | 67 | 347,095 | SPY, IWV, ACWX, VTI | 13F-HR | 7/11/2023 | 000108514623002637 |
| Q1 2023 | 66 | 314,676 | SPY, IWV, ACWX, VTI | 13F-HR | 5/11/2023 | 000108514623002258 |
| Q4 2022 | 63 | 275,777 | SPY, IWV, BIL, ACWX | 13F-HR | 2/10/2023 | 000108514623001039 |
| Q3 2022 | 50 | 227,252 | SPY, IWV, BIL, ACWX | 13F-HR | 11/14/2022 | 000108514622004074 |
| Q2 2022 | 62 | 261,068 | BIL, SPY, IWV, ACWX | 13F-HR | 8/8/2022 | 000108514622002865 |
| Q1 2022 | 68 | 286,885 | SPY, IWV, ACWX, BSCM | 13F-HR | 5/16/2022 | 000108514622002151 |
| Q4 2021 | 66 | 298,608 | SPY, IWV, ACWX, QQQ | 13F-HR | 2/3/2022 | 000108514622000524 |
| Q3 2021 | 66 | 263,173 | SPY, IWV, ACWX, BSCL | 13F-HR | 11/12/2021 | 000108514621003118 |
| Q2 2021 | 70 | 279,022 | SPY, IWV, ACWX, BSCL | 13F-HR | 8/10/2021 | 000108514621002362 |
| Q1 2021 | 69 | 263,535 | SPY, IWV, ACWX, BSCL | 13F-HR | 5/10/2021 | 000108514621001496 |
| Q4 2020 | 64 | 250,220 | SPY, IWV, ACWX, USMV | 13F-HR | 2/4/2021 | 000108514621000462 |
| Q3 2020 | 61 | 211,185 | SPY, IWV, ACWX, USMV | 13F-HR | 11/12/2020 | 000108514620002880 |
| Q2 2020 | 57 | 169,367 | SPY, IWV, ACWX, USMV | 13F-HR | 8/7/2020 | 000108514620002055 |
| Q1 2020 | 59 | 170,214 | IWV, SPY, ACWX, USMV | 13F-HR | 5/11/2020 | 000108514620001391 |
| Q4 2019 | 59 | 208,074 | IWV, SPY, ACWX, USMV | 13F-HR | 1/15/2020 | 000108514620000143 |
| Q3 2019 | 64 | 194,381 | IWV, SPY, ACWX, USMV | 13F-HR | 11/5/2019 | 000108514619002711 |
| Q2 2019 | 55 | 173,732 | IWV, SPY, ACWX, RSP | 13F-HR | 7/12/2019 | 000108514619001858 |
| Q1 2019 | 54 | 178,150 | IWV, SPY, RSP, ACWX | 13F-HR | 5/13/2019 | 000108514619001444 |
| Q4 2018 | 53 | 165,116 | IWV, SPY, ACWX, QQQ | 13F-HR | 2/7/2019 | 000108514619000392 |
| Q3 2018 | 50 | 171,827 | IWV, SPY, ACWX, QQQ | 13F-HR | 10/19/2018 | 000108514618002350 |
| Q2 2018 | 51 | 160,109 | IWV, SPY, ACWX, QQQ | 13F-HR | 8/6/2018 | 000108514618001846 |
| Q1 2018 | 52 | 150,428 | IWV, SPY, ACWX, QQQ | 13F-HR | 5/14/2018 | 000108514618001410 |
| Q4 2017 | 49 | 128,732 | IWV, SPY, ACWX, QQQ | 13F-HR | 3/1/2018 | 000108514618000935 |