| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 1,006 | 4,180,617 | VEA, VTI, VWO, VOO | 13F-HR | 10/9/2026 | 000190427426000006 |
| Q2 2026 | 952 | 3,645,295 | VEA, VTI, VWO, VOO | 13F-HR | 7/13/2026 | 000190427426000005 |
| Q1 2026 | 838 | 3,100,780 | VEA, VWO, VTI, VOO | 13F-HR | 4/9/2026 | 000190427426000004 |
| Q4 2025 | 806 | 2,878,199 | VEA, VWO, VTI, VOO | 13F-HR | 1/8/2026 | 000190427426000002 |
| Q3 2025 | 788 | 2,691,726 | VEA, VWO, VTI, VOO | 13F-HR | 10/8/2025 | 000190427425000007 |
| Q2 2025 | 742 | 2,344,049 | VEA, VWO, VTI, IEFA | 13F-HR | 7/10/2025 | 000190427425000005 |
| Q1 2025 | 700 | 1,950,961 | VEA, VWO, VTI, IEFA | 13F-HR | 4/14/2025 | 000190427425000004 |
| Q4 2024 | 701 | 1,895,172 | VEA, VWO, VTI, VOO | 13F-HR | 1/13/2025 | 000190427425000001 |
| Q3 2024 | 668 | 1,751,544 | VEA, VWO, VTI, VOO | 13F-HR | 10/8/2024 | 000190427424000008 |
| Q2 2024 | 642 | 1,589,503 | VEA, VWO, VTI, VOO | 13F-HR | 7/15/2024 | 000190427424000006 |
| Q1 2024 | 605 | 1,368,665 | VEA, VWO, VTI, VOO | 13F-HR | 4/10/2024 | 000190427424000005 |
| Q4 2023 | 569 | 1,222,277 | VEA, VWO, VTI, VOO | 13F-HR | 1/9/2024 | 000190427424000003 |
| Q3 2023 | 504 | 988,759 | VEA, VWO, VOO, VTI | 13F-HR | 10/10/2023 | 000190427423000005 |
| Q2 2023 | 494 | 928,644 | VEA, VWO, VOO, VTI | 13F-HR | 7/17/2023 | 000190427423000004 |
| Q1 2023 | 462 | 757,861 | VEA, VWO, VOO, VTC | 13F-HR | 4/11/2023 | 000190427423000003 |
| Q4 2022 | 445 | 668,078 | VEA, VWO, VOO, VTC | 13F-HR | 1/9/2023 | 000190427423000001 |
| Q3 2022 | 369 | 497,572 | VEA, VWO, VOO, GOVT | 13F-HR | 10/3/2022 | 000190427422000011 |
| Q2 2022 | 338 | 463,846 | VEA, VWO, VOO, GOVT | 13F-HR | 7/11/2022 | 000190427422000010 |
| Q1 2022 | 319 | 448,374 | VEA, VOO, VWO, VTI | 13F-HR | 4/5/2022 | 000190427422000007 |
| Q4 2021 | 240 | 324,368 | VEA, VOO, VTI, VWO | 13F-HR | 1/14/2022 | 000190427422000001 |