Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 194 | 1,033,031 | IVV, IJH, VCIT, IEFA | 13F-HR | 11/15/2024 | 000105464624000007 |
Q2 2024 | 194 | 1,037,736 | IVV, IJH, VCIT, IEFA | 13F-HR | 8/15/2024 | 000105464624000005 |
Q2 2024 | 194 | 1,033,031 | IVV, IJH, VCIT, IEFA | RESTATEMENT | 8/15/2024 | 000105464624000006 |
Q1 2024 | 194 | 1,037,736 | IVV, IJH, VCIT, IEFA | 13F-HR | 5/15/2024 | 000105464624000004 |
Q4 2023 | 195 | 983,515 | IVV, IJH, VCIT, IEFA | 13F-HR | 2/15/2024 | 000105464624000003 |
Q3 2023 | 245 | 1,844,484 | IVV, IJH, IEFA, BIV | 13F-HR | 11/14/2023 | 000105464623000006 |
Q2 2023 | 198 | 951,467 | IVV, IJH, IEFA, SPTS | 13F-HR | 8/15/2023 | 000105464623000005 |
Q1 2023 | 192 | 916,034 | IVV, IJH, IEFA, SPTS | 13F-HR | 5/15/2023 | 000105464623000004 |
Q4 2022 | 200 | 887,199 | IVV, IJH, SPTS, IEFA | 13F-HR | 2/15/2023 | 000105464623000001 |
Q3 2022 | 195 | 838,731 | IVV, IJH, IEFA, SPTS | RESTATEMENT | 11/17/2022 | 000105464622000006 |
Q2 2022 | 202 | 890,436 | IVV, IJH, IEFA, SPTS | 13F-HR | 8/12/2022 | 000105464622000004 |
Q1 2022 | 203 | 990,542 | IVV, IJH, SPTS, IEFA | 13F-HR | 5/10/2022 | 000105464622000003 |
Q4 2021 | 194 | 1,043,823 | IVV, IJH, SPTS, VCIT | 13F-HR | 2/10/2022 | 000105464622000001 |
Q3 2021 | 182 | 973,588 | IVV, IJH, VCIT, SPTS | 13F-HR | 11/5/2021 | 000105464621000007 |
Q2 2021 | 182 | 968,470 | IVV, IJH, VCIT, SPTS | 13F-HR | 7/28/2021 | 000105464621000005 |
Q1 2021 | 182 | 919,104 | IVV, IJH, VCIT, SPTS | 13F-HR | 5/11/2021 | 000105464621000003 |
Q4 2020 | 181 | 882,884 | IVV, IJH, VCIT, SPTS | 13F-HR | 2/9/2021 | 000105464621000002 |
Q3 2020 | 177 | 783,675 | IVV, VCIT, IJH, SPTS | 13F-HR | 11/10/2020 | 000105464620000006 |
Q2 2020 | 183 | 731,508 | IVV, VCIT, IJH, IEFA | 13F-HR | 8/14/2020 | 000105464620000005 |
Q1 2020 | 174 | 636,916 | IVV, VCIT, IJH, SPTS | 13F-HR | 5/11/2020 | 000105464620000002 |
Q4 2019 | 182 | 779,334 | IVV, VCIT, IJH, IEFA | 13F-HR | 2/12/2020 | 000105464620000001 |
Q3 2019 | 183 | 725,097 | IVV, VCIT, IJH, IEFA | 13F-HR | 11/13/2019 | 000105464619000004 |
Q2 2019 | 179 | 703,920 | IVV, IJH, IEFA, VCIT | 13F-HR | 8/1/2019 | 000105464619000003 |
Q1 2019 | 175 | 674,146 | IVV, IJH, IEFA, VCIT | 13F-HR | 5/10/2019 | 000105464619000002 |
Q4 2018 | 180 | 604,182 | IVV, IJH, IEFA, VCIT | 13F-HR | 1/16/2019 | 000105464619000001 |
Q3 2018 | 182 | 676,776 | IVV, IJH, IEFA, VCIT | 13F-HR | 10/15/2018 | 000105464618000007 |
Q2 2018 | 183 | 646,154 | IVV, IJH, IEFA, VCIT | 13F-HR | 7/6/2018 | 000105464618000006 |
Q1 2018 | 179 | 637,915 | IVV, IJH, IEFA, IGSB | 13F-HR | 4/30/2018 | 000105464618000004 |
Q4 2017 | 181 | 666,831 | IVV, IJH, IEFA, IGSB | 13F-HR | 2/7/2018 | 000105464618000001 |
Q3 2017 | 193 | 647,732 | IVV, IJH, IEFA, IJR | 13F-HR | 11/1/2017 | 000105464617000004 |
Q2 2017 | 195 | 629,537 | IVV, IJH, IEFA, IJR | 13F-HR | 7/17/2017 | 000105464617000003 |
Q1 2017 | 200 | 610,074 | IVV, IJH, IEFA, IJR | 13F-HR | 4/21/2017 | 000105464617000002 |
Q4 2016 | 183 | 566,444 | IVV, IJH, IEFA, IJR | 13F-HR | 1/26/2017 | 000105464617000001 |
Q3 2016 | 181 | 548,359 | IVV, IJH, IEFA, IJR | 13F-HR | 10/26/2016 | 000105464616000018 |
Q2 2016 | 185 | 546,451 | IVV, IJH, IEFA, XOM | 13F-HR | 7/14/2016 | 000105464616000014 |
Q1 2016 | 183 | 527,460 | IJH, IVV, IEFA, XOM | 13F-HR | 4/25/2016 | 000105464616000013 |
Q4 2015 | 179 | 517,981 | IVV, IJH, IEFA, XOM | 13F-HR | 1/27/2016 | 000105464616000011 |
Q3 2015 | 183 | 489,991 | IJH, IVV, PG, IWM | 13F-HR | 10/9/2015 | 000105464615000004 |
Q2 2015 | 195 | 537,197 | PG, IJH, IVV, IWM | 13F-HR | 7/10/2015 | 000105464615000003 |
Q1 2015 | 190 | 537,904 | PG, IJH, IWM, IVV | 13F-HR | 4/21/2015 | 000105464615000002 |
Q4 2014 | 198 | 550,572 | PG, IJH, IWM, XOM | 13F-HR | 2/18/2015 | 000105464615000001 |
Q3 2014 | 188 | 527,318 | PG, IJH, IWM, EFA | 13F-HR | 10/30/2014 | 000105464614000008 |
Q2 2014 | 191 | 521,139 | PG, IJH, IWM, XOM | 13F-HR | 7/14/2014 | 000105464614000003 |
Q1 2014 | 188 | 494,240 | PG, IJH, IWM, XOM | 13F-HR | 5/5/2014 | 000105464614000002 |
Q4 2013 | 180 | 442,942 | IJH, XOM, IWM, EFA | 13F-HR | 1/24/2014 | 000105464614000001 |