| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 77 | 189,257 | BBN, NBB, EMXC, IDV | 13F-HR | 5/7/2025 | 000195175725000526 |
| Q4 2024 | 74 | 186,258 | BBN, IDV, EMXC, NBB | 13F-HR | 1/24/2025 | 000195175725000112 |
| Q3 2024 | 73 | 185,688 | BBN, IDV, EMXC, NVDA | 13F-HR | 11/4/2024 | 000195175724001153 |
| Q2 2024 | 73 | 171,937 | BBN, IDV, EMXC, NVDA | 13F-HR | 7/22/2024 | 000195175724000562 |
| Q1 2024 | 69 | 161,119 | BBN, IDV, EMXC, JEPI | 13F-HR | 4/22/2024 | 000195175724000341 |
| Q4 2023 | 66 | 146,777 | BBN, IDV, EMXC, JEPI | 13F-HR | 1/30/2024 | 000195175724000153 |
| Q3 2023 | 65 | 130,236 | BBN, IDV, EMXC, JEPI | 13F-HR | 10/30/2023 | 000195175723000630 |
| Q2 2023 | 67 | 129,751 | BBN, VEA, JEPI, EMXC | 13F-HR | 7/18/2023 | 000195175723000390 |
| Q1 2023 | 66 | 121,993 | BBN, VEA, JEPI, EMXC | 13F-HR | 5/4/2023 | 000195175723000267 |
| Q4 2022 | 61 | 95,351 | BBN, VEA, JEPI, EMXC | 13F-HR | 1/25/2023 | 000195175723000066 |
| Q3 2022 | 58 | 86,610 | BBN, VEA, NEA, VWO | 13F-HR | 11/14/2022 | 000180288222000005 |
| Q2 2022 | 62 | 92,851 | BBN, VEA, NEA, VWO | 13F-HR | 8/12/2022 | 000190654722000003 |
| Q1 2022 | 64 | 103,624 | BBN, VEA, JEPI, NEA | 13F-HR | 5/16/2022 | 000190654722000002 |
| Q4 2021 | 61 | 95,753 | BBN, JEPI, VEA, NEA | 13F-HR | 2/14/2022 | 000190654722000001 |