Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 164 | 433,509 | SPY, STIP, TLT, VGSH | 13F-HR | 8/5/2024 | 000143774924024610 |
Q1 2024 | 163 | 413,406 | SPY, TLT, VGSH, STIP | 13F-HR | 5/3/2024 | 000143774924014613 |
Q4 2023 | 157 | 386,908 | SPY, TLT, VGSH, STIP | 13F-HR | 2/2/2024 | 000143774924002929 |
Q3 2023 | 150 | 354,178 | SPY, VGSH, TLT, STIP | 13F-HR | 10/23/2023 | 000143774923028793 |
Q2 2023 | 150 | 358,253 | SPY, TLT, VGSH, STIP | 13F-HR | 8/7/2023 | 000143774923022356 |
Q1 2023 | 153 | 350,872 | SPY, TLT, VGSH, STIP | 13F-HR | 5/1/2023 | 000143774923011967 |
Q4 2022 | 157 | 332,543 | SPY, VGSH, VCSH, GLDM | 13F-HR | 2/8/2023 | 000143774923002810 |
Q3 2022 | 131 | 294,551 | SPY, VCSH, TLT, BAB | RESTATEMENT | 11/16/2022 | 000143774922027533 |
Q2 2022 | 142 | 310,848 | SPY, VCSH, TLT, VTIP | 13F-HR | 8/10/2022 | 000143774922019845 |
Q1 2022 | 144 | 348,996 | SPY, VCSH, TLT, VTIP | 13F-HR | 5/13/2022 | 000143774922012328 |
Q4 2021 | 141 | 356,850 | SPY, VCSH, TLT, VTIP | 13F-HR | 2/2/2022 | 000143774922002183 |
Q3 2021 | 136 | 324,122 | SPY, VCSH, TLT, BAB | 13F-HR | 11/8/2021 | 000143774921025737 |
Q2 2021 | 152 | 351,496 | SPY, VCSH, TLT, BAB | 13F-HR | 8/5/2021 | 000143774921018767 |
Q1 2021 | 154 | 327,680 | SPY, VCSH, TLT, BAB | 13F-HR | 5/6/2021 | 000143774921011201 |
Q4 2020 | 144 | 328,414 | SPY, VCSH, TLT, GLDM | 13F-HR | 2/2/2021 | 000143774921001756 |
Q3 2020 | 135 | 296,186 | SPY, VCSH, TLT, BAB | RESTATEMENT | 2/2/2021 | 000143774921001755 |
Q2 2020 | 133 | 285,385 | SPY, VCSH, VMBS, TLT | 13F-HR | 8/5/2020 | 000143774920016655 |
Q1 2020 | 125 | 262,361 | SPY, VGSH, VCSH, TLT | 13F-HR | 4/23/2020 | 000143774920008242 |
Q4 2019 | 146 | 301,068 | SPY, VGSH, VCSH, IVV | 13F-HR | 1/17/2020 | 000143774920000779 |
Q3 2019 | 142 | 282,731 | SPY, VGSH, VCSH, IVV | 13F-HR | 11/12/2019 | 000143774919022221 |
Q2 2019 | 143 | 277,101 | SPY, VGSH, VCSH, IVV | 13F-HR | 7/31/2019 | 000143774919015007 |
Q1 2019 | 136 | 267,452 | SPY, VGSH, VCSH, IVV | 13F-HR | 5/7/2019 | 000117266119001114 |
Q4 2018 | 127 | 240,534 | SPY, VGSH, VCSH, IVV | 13F-HR | 2/4/2019 | 000117266119000290 |
Q3 2018 | 143 | 250,618 | SPY, VCSH, IVV, EFA | 13F-HR | 11/8/2018 | 000117266118001970 |
Q2 2018 | 138 | 231,555 | SPY, VCSH, IVV, VNQ | 13F-HR | 8/13/2018 | 000117266118001539 |
Q1 2018 | 140 | 228,082 | SPY, VCSH, EFA, IVV | 13F-HR | 5/4/2018 | 000117266118001002 |
Q4 2017 | 138 | 230,507 | SPY, IVV, EFA, VNQ | 13F-HR | 2/9/2018 | 000117266118000340 |
Q3 2017 | 136 | 222,309 | SPY, IVV, EFA, VNQ | 13F-HR | 11/9/2017 | 000117266117001908 |
Q2 2017 | 126 | 207,204 | SPY, IVV, VNQ, EFA | 13F-HR | 8/3/2017 | 000117266117001477 |
Q1 2017 | 122 | 199,164 | SPY, IVV, VNQ, EFA | 13F-HR | 5/11/2017 | 000117266117001003 |
Q4 2016 | 113 | 194,944 | SPY, IVV, VNQ, VXF | 13F-HR | 2/1/2017 | 000117266117000223 |
Q3 2016 | 105 | 185,499 | SPY, VNQ, IVV, VXF | 13F-HR | 11/10/2016 | 000117266116004115 |
Q2 2016 | 103 | 186,644 | SPY, IVV, VNQ, VXF | 13F-HR | 8/15/2016 | 000117266116003864 |
Q1 2016 | 97 | 185,570 | SPY, VNQ, IVV, EFA | 13F-HR | 5/13/2016 | 000117266116003278 |
Q4 2015 | 100 | 186,522 | SPY, VNQ, IVV, EFA | 13F-HR | 2/16/2016 | 000117266116002894 |
Q3 2015 | 108 | 179,280 | SPY, VXF, EFA, VNQ | 13F-HR | 11/13/2015 | 000117266115001942 |
Q2 2015 | 117 | 197,361 | SPY, VXF, EFA, IVV | 13F-HR | 8/13/2015 | 000117266115001487 |
Q1 2015 | 110 | 203,460 | SPY, VNQ, VXF, IVV | 13F-HR | 5/13/2015 | 000117266115001054 |
Q4 2014 | 107 | 203,501 | SPY, VNQ, VXF, IVV | 13F-HR | 2/12/2015 | 000117266115000345 |
Q3 2014 | 102 | 206,720 | SPY, GLD, VNQ, VXF | 13F-HR | 11/13/2014 | 000117266114001730 |
Q2 2014 | 99 | 207,762 | SPY, VNQ, GLD, VXF | 13F-HR | 8/13/2014 | 000117266114001355 |
Q1 2014 | 96 | 188,697 | SPY, VNQ, VXF, EFA | 13F-HR | 5/9/2014 | 000117266114000957 |
Q4 2013 | 86 | 171,593 | SPY, VXF, EFA, VWO | 13F-HR | 2/7/2014 | 000117266114000275 |