| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2017 | 8 | $75M | +$19.4K | -$6.64M | -$6.62M | VEA, VOO, VB, VO, VWO | 13F-HR | 11/13/2017, 03:38 PM |
| Q2 2017 | 11 | $81.7M | +$244K | -$8.56M | -$8.31M | VOO, VEA, VB, VO, VEU | 13F-HR | 8/8/2017, 11:36 AM |
| Q1 2017 | 14 | $98.6M | +$5.71K | -$4.28M | -$4.27M | VOO, VEA, VYM, VB, VO | 13F-HR | 5/11/2017, 05:22 PM |
| Q4 2016 | 15 | $99M | +$29.9K | -$4.05M | -$4.02M | VOO, VEA, VYM, VB, VO | 13F-HR | 2/1/2017, 09:56 AM |
| Q3 2016 | 15 | $100M | +$3.78M | -$1.36M | +$2.42M | VOO, VEA, VYM, VB, VO | 13F-HR | 10/25/2016, 04:02 PM |
| Q2 2016 | 17 | $93.9M | +$868K | -$3.27M | -$2.4M | VOO, VEA, VYM, VB, VO | 13F-HR | 9/22/2016, 02:00 PM |
| Q1 2016 | 15 | $95.2M | +$8.3M | -$46.4M | -$38.1M | VOO, VEA, VYM, VB, VO | 13F-HR | 9/22/2016, 02:00 PM |
| Q4 2015 | 10 | $114M | VOO, VEA, VO, VB, VYM | 13F-HR | 2/12/2016, 01:46 PM |