Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 101 | 253,450 | BNDX, VIG, CGXU, VTV | 13F-HR | 10/4/2024 | 000108514624004636 |
Q2 2024 | 90 | 224,905 | BNDX, VIG, CGXU, VTV | 13F-HR | 7/12/2024 | 000108514624002901 |
Q1 2024 | 89 | 219,115 | BNDX, VIG, CGXU, VTV | 13F-HR | 4/22/2024 | 000108514624001970 |
Q4 2023 | 86 | 208,385 | BNDX, VIG, CGXU, VUSB | 13F-HR | 1/16/2024 | 000108514624000246 |
Q3 2023 | 81 | 196,624 | BNDX, VIG, CGXU, VTV | 13F-HR | 10/24/2023 | 000108514623003916 |
Q2 2023 | 84 | 203,433 | BNDX, VIG, CGXU, VTV | 13F-HR | 7/17/2023 | 000108514623002728 |
Q1 2023 | 81 | 195,068 | BNDX, VIG, CGXU, VTV | 13F-HR | 4/7/2023 | 000108514623001542 |
Q4 2022 | 79 | 205,475 | BNDX, VIG, CGXU, VUSB | 13F-HR | 1/20/2023 | 000108514623000258 |
Q3 2022 | 65 | 152,488 | BNDX, VIG, CGXU, VUSB | 13F-HR | 10/11/2022 | 000108514622003341 |
Q2 2022 | 67 | 148,836 | BNDX, VIG, CGXU, VTV | 13F-HR | 7/11/2022 | 000108514622002335 |
Q1 2022 | 73 | 156,905 | BNDX, VIG, VTV, VEA | 13F-HR | 4/19/2022 | 000108514622001462 |
Q4 2021 | 76 | 156,323 | BNDX, VIG, VOT, AAPL | 13F-HR | 1/18/2022 | 000108514622000161 |
Q3 2021 | 67 | 137,064 | BNDX, VIG, VOT, AAPL | 13F-HR | 10/7/2021 | 000108514621002689 |
Q2 2021 | 65 | 133,160 | BNDX, VIG, VOT, SPDW | 13F-HR | 7/15/2021 | 000108514621001981 |
Q1 2021 | 63 | 120,753 | VIG, BNDX, VOT, SPDW | 13F-HR | 4/14/2021 | 000108514621001178 |
Q4 2020 | 58 | 105,489 | VIG, BNDX, VOT, SPDW | 13F-HR | 1/20/2021 | 000108514621000178 |