Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 406 | 2,618,768 | FMPW INST MONEY, VFIAX, FED SH INTRM TTL BD, FED TTL RET BD CL R6 | 13F-HR | 10/24/2024 | 000071253424000337 |
Q2 2024 | 377 | 2,485,234 | FMPW INST MONEY, VFIAX, FED SH INTRM TTL BD, FED TTL RET BD CL R6 | 13F-HR | 7/25/2024 | 000071253424000240 |
Q1 2024 | 215 | 1,329,878 | AGG, MSFT, AAPL, LLY | 13F-HR | 4/25/2024 | 000071253424000159 |
Q4 2023 | 211 | 1,220,340 | AGG, AAPL, MSFT, IJR | 13F-HR | 1/25/2024 | 000071253424000041 |
Q3 2023 | 204 | 1,122,032 | AGG, AAPL, MSFT, IJR | 13F-HR | 10/26/2023 | 000071253423000291 |
Q2 2023 | 206 | 1,182,532 | AGG, AAPL, MSFT, IJR | 13F-HR | 7/25/2023 | 000071253423000191 |
Q1 2023 | 214 | 1,122,967 | AGG, AAPL, MSFT, PEP | 13F-HR | 4/25/2023 | 000071253423000125 |
Q4 2022 | 224 | 1,091,691 | AGG, AAPL, PEP, IJR | 13F-HR | 1/26/2023 | 000071253423000050 |
Q3 2022 | 220 | 998,734 | AGG, AAPL, MSFT, IJR | 13F-HR | 10/25/2022 | 000071253422000242 |
Q2 2022 | 217 | 1,011,948 | AGG, AAPL, MSFT, IJR | 13F-HR | 7/26/2022 | 000071253422000158 |
Q1 2022 | 232 | 1,221,752 | AGG, AAPL, IYW, MSFT | 13F-HR | 4/26/2022 | 000071253422000092 |
Q4 2021 | 235 | 1,295,291 | AGG, AAPL, IYW, MSFT | 13F-HR | 1/27/2022 | 000071253422000033 |
Q3 2021 | 238 | 1,570,750 | BALL, AGG, AAPL, IYW | 13F-HR | 10/26/2021 | 000071253421000314 |
Q2 2021 | 240 | 1,538,388 | BALL, AGG, AAPL, IYW | 13F-HR | 7/26/2021 | 000071253421000215 |
Q1 2021 | 245 | 1,501,136 | BALL, AGG, AAPL, FELE | 13F-HR | 4/22/2021 | 000071253421000149 |
Q4 2020 | 240 | 1,451,559 | BALL, AGG, AAPL, IVW | 13F-HR | 1/28/2021 | 000071253421000047 |
Q3 2020 | 245 | 1,312,784 | BALL, AGG, AAPL, IVW | 13F-HR | 10/28/2020 | 000071253420000299 |
Q2 2020 | 235 | 1,185,456 | BALL, AGG, AAPL, IVW | 13F-HR | 7/23/2020 | 000071253420000207 |
Q1 2020 | 232 | 772,653 | AGG, AAPL, FELE, MSFT | 13F-HR | 4/23/2020 | 000071253420000126 |
Q4 2019 | 251 | 976,768 | AGG, FELE, AAPL, FRME | 13F-HR | 1/30/2020 | 000071253420000039 |
Q3 2019 | 262 | 940,950 | AGG, FRME, FELE, IVW | 13F-HR | 10/24/2019 | 000071253419000272 |
Q2 2019 | 202 | 628,488 | FELE, IJJ, IJK, VGT | 13F-HR | 7/25/2019 | 000071253419000168 |
Q1 2019 | 199 | 619,351 | FELE, IJJ, JPM, IJK | 13F-HR | 4/25/2019 | 000071253419000089 |
Q4 2018 | 195 | 521,056 | FELE, IJJ, IJK, VGT | 13F-HR | 1/31/2019 | 000071253419000016 |
Q3 2018 | 205 | 610,003 | FELE, IJJ, AAPL, VGT | 13F-HR | 10/24/2018 | 000071253418000263 |
Q2 2018 | 204 | 574,652 | FELE, IJJ, IJK, VGT | 13F-HR | 7/26/2018 | 000071253418000180 |
Q1 2018 | 205 | 595,672 | ORCL, FELE, IJJ, IJK | 13F-HR | 4/26/2018 | 000071253418000111 |
Q4 2017 | 214 | 586,602 | FELE, IJJ, IJK, JPM | 13F-HR | 1/30/2018 | 000071253418000040 |
Q3 2017 | 214 | 578,868 | FELE, IJJ, IJK, JPM | 13F-HR | 10/31/2017 | 000071253417000299 |
Q2 2017 | 149 | 361,936 | IJJ, IJK, RSP.MX, MDY | 13F-HR | 7/27/2017 | 000071253417000219 |
Q1 2017 | 150 | 358,992 | IJJ, IJK, RSP.MX, VNQ | 13F-HR | 4/27/2017 | 000071253417000153 |
Q4 2016 | 150 | 337,639 | IJJ, IJK, RSP.MX, VNQ | 13F-HR | 1/26/2017 | 000071253417000043 |
Q3 2016 | 147 | 311,930 | IJJ, IJK, VNQ, MDY | 13F-HR | 10/25/2016 | 000071253416000541 |
Q2 2016 | 142 | 303,316 | IJJ, IJK, VNQ, MDY | 13F-HR | 7/26/2016 | 000071253416000470 |
Q1 2016 | 134 | 282,271 | IJJ, IJK, VNQ, MDY | 13F-HR | 4/26/2016 | 000071253416000409 |
Q4 2015 | 134 | 283,585 | IJJ, IJK, VNQ, MDY | 13F-HR | 2/1/2016 | 000071253416000312 |
Q3 2015 | 136 | 280,043 | IJJ, IJK, MDY, VNQ | 13F-HR | 10/22/2015 | 000071253415000250 |
Q2 2015 | 137 | 320,152 | IJJ, IJK, MDY, RSP.MX | 13F-HR | 7/23/2015 | 000071253415000192 |
Q1 2015 | 140 | 324,003 | IJJ, IJK, MDY, VNQ | 13F-HR | 4/27/2015 | 000071253415000126 |
Q4 2014 | 133 | 319,539 | IJJ, IJK, MDY, VNQ | 13F-HR | 1/27/2015 | 000071253415000031 |
Q3 2014 | 133 | 313,003 | IJJ, IJK, MDY, VNQ | 13F-HR | 10/23/2014 | 000071253414000248 |
Q2 2014 | 131 | 320,870 | IJJ, IJK, MDY, VNQ | 13F-HR | 7/24/2014 | 000071253414000182 |
Q1 2014 | 128 | 310,052 | IJJ, IJK, MDY, VNQ | 13F-HR | 4/29/2014 | 000071253414000106 |
Q4 2013 | 126 | 304,485 | IJJ, IJK, MDY, VEU | 13F-HR | 1/31/2014 | 000071253414000032 |