Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 73 | 142,233 | VTI, IVV, VEU, VWO | 13F-HR | 10/2/2024 | 000176313824000006 |
Q2 2024 | 74 | 133,499 | VTI, IVV, VEU, MSFT | 13F-HR | 8/2/2024 | 000176313824000004 |
Q1 2024 | 74 | 130,340 | VTI, IVV, VEU, MSFT | 13F-HR | 4/4/2024 | 000176313824000002 |
Q4 2023 | 71 | 116,338 | VTI, IVV, VEU, VWO | 13F-HR | 1/4/2024 | 000176313824000001 |
Q3 2023 | 66 | 106,268 | VTI, IVV, VEU, VWO | 13F-HR | 10/26/2023 | 000176313823000005 |
Q2 2023 | 69 | 111,357 | VTI, IVV, VEU, VWO | 13F-HR | 7/27/2023 | 000176313823000004 |
Q1 2023 | 73 | 107,845 | VTI, IVV, VEU, VWO | 13F-HR | 5/8/2023 | 000176313823000003 |
Q4 2022 | 73 | 101,918 | VTI, IVV, VEU, VWO | 13F-HR | 1/11/2023 | 000176313823000001 |
Q3 2022 | 68 | 97,489 | VTI, IVV, VEU, SCHZ | 13F-HR | 10/27/2022 | 000176313822000004 |
Q2 2022 | 67 | 102,908 | VTI, IVV, VEU, SCHZ | 13F-HR | 7/11/2022 | 000176313822000003 |
Q1 2022 | 63 | 113,169 | VTI, IVV, VEU, SCHZ | 13F-HR | 4/11/2022 | 000176313822000002 |
Q4 2021 | 66 | 120,407 | VTI, IVV, VEU, SCHZ | 13F-HR | 1/20/2022 | 000176313822000001 |
Q3 2021 | 61 | 111,830 | VTI, IVV, VEU, SCHZ | 13F-HR | 10/13/2021 | 000176313821000004 |
Q2 2021 | 56 | 110,227 | VTI, IVV, VEU, SCHZ | 13F-HR | 8/3/2021 | 000176313821000003 |
Q1 2021 | 55 | 112,961 | VTI, IVV, VEU, SCHZ | 13F-HR | 5/10/2021 | 000176313821000002 |
Q4 2020 | 56 | 109,985 | VTI, IVV, VEU, SCHZ | 13F-HR | 2/9/2021 | 000176313821000001 |
Q3 2020 | 49 | 97,941 | VTI, IVV, SCHZ, VEU | 13F-HR | 10/5/2020 | 000176313820000004 |
Q2 2020 | 49 | 93,581 | VTI, IVV, SCHZ, VEU | 13F-HR | 7/21/2020 | 000176313820000003 |
Q1 2020 | 43 | 73,588 | VTI, IVV, SCHZ, ACWX | 13F-HR | 4/13/2020 | 000176313820000002 |
Q4 2019 | 49 | 103,874 | VTI, SCHZ, IVV, USMV | 13F-HR | 1/14/2020 | 000176313820000001 |
Q3 2019 | 51 | 101,570 | VTI, SCHZ, USMV, IVV | 13F-HR | 10/11/2019 | 000176313819000008 |
Q2 2019 | 49 | 101,658 | VTI, SCHZ, USMV, IVV | 13F-HR | 8/1/2019 | 000176313819000007 |
Q1 2019 | 50 | 97,845 | VTI, USMV, HEFA, IVV | 13F-HR | 4/3/2019 | 000176313819000006 |
Q4 2018 | 48 | 86,937 | VTI, USMV, HEFA, IVV | 13F-HR | 1/25/2019 | 000176313819000004 |