| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 64 | 344,614 | AVDV, IJR, VWO, JGRO | 13F-HR | 5/7/2025 | 000191014625000004 |
| Q4 2024 | 66 | 302,898 | IJR, VWO, JGRO, LVHI | 13F-HR | 2/7/2025 | 000191014625000001 |
| Q3 2024 | 67 | 302,013 | IJR, VWO, JGRO, EEMV | 13F-HR | 11/12/2024 | 000191014624000006 |
| Q2 2024 | 60 | 275,799 | IJR, VWO, JGRO, EEMV | 13F-HR | 8/7/2024 | 000191014624000005 |
| Q1 2024 | 60 | 272,204 | VWO, IJR, JGRO, EEMV | 13F-HR | 5/14/2024 | 000191014624000003 |
| Q4 2023 | 59 | 265,633 | VWO, IJR, BIL, EEMV | 13F-HR | 2/13/2024 | 000191014624000001 |
| Q3 2023 | 59 | 220,512 | VWO, IJR, EEMV, IVV | 13F-HR | 11/13/2023 | 000191014623000004 |
| Q2 2023 | 56 | 219,960 | VWO, EEMV, IVV, IJR | 13F-HR | 8/9/2023 | 000191014623000003 |
| Q1 2023 | 53 | 211,550 | VWO, IVV, EEMV, VTV | 13F-HR | 5/10/2023 | 000191014623000002 |
| Q4 2022 | 55 | 218,394 | VWO, IVV, IJR, DBMF | 13F-HR | 2/14/2023 | 000191014623000001 |
| Q3 2022 | 42 | 115,322 | VTV, IVV, SPTL, VB | 13F-HR | 11/9/2022 | 000191014622000005 |
| Q2 2022 | 41 | 120,006 | SPTL, VTV, IVV, IJR | 13F-HR | 8/12/2022 | 000191014622000004 |
| Q1 2022 | 36 | 142,655 | SPTL, IVV, VTV, VB | 13F-HR | 5/16/2022 | 000191014622000003 |
| Q4 2021 | 36 | 135,751 | IVV, SPTL, VTV, VB | 13F-HR | 2/11/2022 | 000191014622000001 |