Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 149 | 171,594 | EFSC, PEP, MSFT, AAPL | 13F-HR | 11/12/2024 | 000102583524000108 |
Q2 2024 | 155 | 162,431 | EFSC, MSFT, PEP, AAPL | 13F-HR | 8/13/2024 | 000102583524000074 |
Q1 2024 | 161 | 166,129 | EFSC, PEP, MSFT, AAPL | 13F-HR | 5/14/2024 | 000102583524000042 |
Q4 2023 | 168 | 164,115 | EFSC, PEP, MSFT, AAPL | 13F-HR | 2/9/2024 | 000102583524000011 |
Q3 2023 | 155 | 144,718 | EFSC, PEP, MSFT, AAPL | 13F-HR | 10/31/2023 | 000102583523000086 |
Q2 2023 | 161 | 157,222 | EFSC, PEP, AAPL, MSFT | 13F-HR | 8/14/2023 | 000102583523000074 |
Q1 2023 | 159 | 153,084 | EFSC, PEP, AAPL, MSFT | 13F-HR | 5/15/2023 | 000102583523000053 |
Q4 2022 | 152 | 144,816 | EFSC, PEP, MSFT, AAPL | 13F-HR | 2/14/2023 | 000102583523000011 |
Q3 2022 | 144 | 134,156 | EFSC, PEP, AAPL, MSFT | 13F-HR | 11/14/2022 | 000102583522000068 |
Q2 2022 | 286 | 513,299 | IWB, IWF, IJR, IWD | 13F-HR | 8/9/2022 | 000102583522000053 |
Q1 2022 | 287 | 609,318 | IWB, SCHG, SCHD, SCHA | 13F-HR | 5/16/2022 | 000102583522000036 |
Q4 2021 | 420 | 651,830 | IWB, SCHG, SCHD, SCHA | 13F-HR | 2/14/2022 | 000102583522000008 |
Q3 2021 | 505 | 772,585 | IWB, SCHG, EFSC, SCHD | 13F-HR | 11/15/2021 | 000102583521000140 |
Q2 2021 | 1,607 | 625,370 | IWB, SCHG, SCHD, SCHA | 13F-HR | 8/16/2021 | 000102583521000119 |
Q1 2021 | 1,614 | 560,611 | SCHG, IWB, SCHD, SCHA | 13F-HR | 5/13/2021 | 000102583521000082 |
Q4 2020 | 1,514 | 526,451 | SCHG, IWB, SCHD, SCHA | 13F-HR | 2/12/2021 | 000102583521000015 |
Q3 2020 | 1,527 | 483,638 | SCHG, IWB, SCHD, SPIB | 13F-HR | 11/13/2020 | 000102583520000112 |
Q2 2020 | 1,536 | 463,594 | SCHG, IWB, SPIB, SCHA | 13F-HR | 8/4/2020 | 000102583520000058 |
Q1 2020 | 1,603 | 396,388 | FLRN, SCHG, IWB, USFR | 13F-HR | 5/15/2020 | 000102583520000045 |
Q4 2019 | 1,389 | 458,980 | SCHG, FLRN, EFSC, SCHD | 13F-HR | 1/28/2020 | 000102583520000011 |
Q3 2019 | 1,408 | 439,240 | SCHG, FLRN, EFSC, SCHA | 13F-HR | 10/31/2019 | 000102583519000090 |
Q2 2019 | 1,442 | 460,360 | SCHG, FLRN, EFSC, SCHA | 13F-HR | 7/30/2019 | 000102583519000082 |
Q1 2019 | 1,415 | 458,175 | SCHG, FLRN, EFSC, SCHA | 13F-HR | 4/26/2019 | 000102583519000058 |
Q4 2018 | 1,001 | 158,532 | EFSC, IVV, PEP, AGG | 13F-HR | 1/25/2019 | 000102583519000014 |
Q3 2018 | 1,035 | 190,760 | EFSC, IVV, PEP, AGG | 13F-HR | 10/26/2018 | 000102583518000099 |
Q2 2018 | 967 | 197,191 | EFSC, IVV, PEP, AGG | 13F-HR | 7/27/2018 | 000102583518000080 |
Q1 2018 | 954 | 194,218 | EFSC, IVV, PEP, AGG | 13F-HR | 4/27/2018 | 000102583518000040 |
Q4 2017 | 917 | 205,708 | EFSC, IVV, PEP, AGG | 13F-HR | 1/26/2018 | 000102583518000012 |
Q3 2017 | 932 | 202,112 | EFSC, IVV, PEP, AGG | 13F-HR | 10/27/2017 | 000102583517000134 |
Q2 2017 | 944 | 200,393 | EFSC, IVV, PEP, AGG | 13F-HR | 7/28/2017 | 000102583517000116 |
Q1 2017 | 1,090 | 202,879 | EFSC, IVV, PEP, AGG | 13F-HR | 4/27/2017 | 000102583517000075 |
Q4 2016 | 1,089 | 198,836 | EFSC, IVV, PEP, AGG | 13F-HR | 1/26/2017 | 000102583517000020 |
Q3 2016 | 1,025 | 176,589 | EFSC, IVV, PEP, EFA | 13F-HR | 10/28/2016 | 000102583516000191 |
Q2 2016 | 1,017 | 169,761 | EFSC, IVV, PEP, EFA | 13F-HR | 7/29/2016 | 000102583516000144 |
Q1 2016 | 1,072 | 165,785 | EFSC, IVV, PEP, EFA | 13F-HR | 4/29/2016 | 000102583516000119 |
Q4 2015 | 1,125 | 168,609 | EFSC, IVV, EFA, IVE | 13F-HR | 1/29/2016 | 000102583516000097 |
Q3 2015 | 1,116 | 156,363 | EFSC, IVV, EFA, IVE | 13F-HR | 10/29/2015 | 000120677415003329 |
Q2 2015 | 1,104 | 169,189 | EFSC, IVV, EFA, IVE | 13F-HR | 7/27/2015 | 000120677415002339 |
Q1 2015 | 1,294 | 170,235 | EFSC, IVV, EFA, IVE | 13F-HR | 4/29/2015 | 000120677415001432 |
Q4 2014 | 1,311 | 165,192 | EFSC, IVV, EFA, IVE | 13F-HR | 1/23/2015 | 000120677415000264 |
Q3 2014 | 1,280 | 157,879 | EFSC, EFA, IVV, IVE | 13F-HR | 10/24/2014 | 000120677414003091 |
Q2 2014 | 1,294 | 167,636 | EFSC, EFA, IVV, IVE | 13F-HR | 7/24/2014 | 000120677414002202 |
Q1 2014 | 1,335 | 162,869 | EFSC, EFA, IVV, IVE | 13F-HR | 4/24/2014 | 000120677414001349 |
Q4 2013 | 1,225 | 172,460 | EFSC, EFA, IVV, IVE | 13F-HR | 1/30/2014 | 000120677414000357 |