Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2023 | 248 | 124,310 | EFA, MSFT, IVV, LQD | 13F-HR | 7/12/2023 | 000173987823000003 |
Q1 2023 | 265 | 125,567 | EFA, MSFT, LQD, IVV | 13F-HR | 4/17/2023 | 000173987823000002 |
Q4 2022 | 273 | 133,684 | EFA, IJH, LQD, MSFT | 13F-HR | 1/12/2023 | 000173987823000001 |
Q3 2022 | 272 | 129,164 | EFA, LQD, IJH, IVV | 13F-HR | 10/31/2022 | 000173987822000005 |
Q2 2022 | 299 | 146,790 | EFA, LQD, VWO, IJH | 13F-HR | 7/13/2022 | 000173987822000004 |
Q1 2022 | 344 | 165,339 | EFA, LQD, IVV, IJH | 13F-HR | 4/8/2022 | 000173987822000003 |
Q4 2021 | 359 | 165,333 | EFA, LQD, IVV, MSFT | 13F-HR | 1/18/2022 | 000173987822000002 |
Q3 2021 | 341 | 148,865 | EFA, LQD, VXF, IVV | 13F-HR | 10/7/2021 | 000173987821000004 |
Q2 2021 | 331 | 146,503 | EFA, LQD, VXF, IVV | 13F-HR | 7/13/2021 | 000173987821000003 |
Q1 2021 | 309 | 131,041 | EFA, VXF, LQD, IVV | 13F-HR | 5/11/2021 | 000173987821000002 |
Q4 2020 | 304 | 116,442 | EFA, VXF, LQD, IVV | 13F-HR | 2/16/2021 | 000173987821000001 |
Q3 2020 | 273 | 105,011 | EFA, VXF, LQD, IVV | 13F-HR | 11/16/2020 | 000173987820000005 |
Q2 2020 | 295 | 92,602 | EFA, VXF, IVV, MSFT | 13F-HR | 8/14/2020 | 000173987820000004 |
Q1 2020 | 287 | 79,337 | EFA, VXF, IVV, MUB | 13F-HR | 5/14/2020 | 000173987820000002 |
Q4 2019 | 275 | 100,980 | EFA, VXF, IVV, MUB | 13F-HR | 2/12/2020 | 000173987820000001 |
Q3 2019 | 282 | 104,573 | EFA, VXF, IVV, MUB | 13F-HR | 11/14/2019 | 000173987819000013 |
Q2 2019 | 285 | 106,819 | EFA, VXF, IVV, MUB | 13F-HR | 8/9/2019 | 000173987819000012 |
Q1 2019 | 271 | 104,589 | EFA, VXF, IVV, MUB | 13F-HR | 4/26/2019 | 000173987819000011 |
Q4 2018 | 275 | 102,375 | EFA, VXF, IVV, MUB | 13F-HR | 2/13/2019 | 000173987819000010 |