Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 21 | 2,413,721 | JPMB, EMB, SPHY, XLF | 13F-HR | 11/14/2024 | 000117266124004800 |
Q2 2024 | 20 | 1,992,160 | JPMB, EMB, SPHY, XLF | 13F-HR | 8/14/2024 | 000117266124003495 |
Q1 2024 | 18 | 1,717,618 | JPMB, SPHY, IXUS, IVV | 13F-HR | 5/15/2024 | 000117266124002471 |
Q4 2023 | 19 | 1,297,796 | JPMB, SPHY, IVV, ISHARES GOLD TR | 13F-HR | 2/14/2024 | 000117266124001112 |
Q3 2023 | 22 | 1,781,175 | JPMB, IVV, SPHY, IXUS | 13F-HR | 11/14/2023 | 000117266123003907 |
Q2 2023 | 20 | 1,810,495 | IVV, IXUS, JPMB, USHY | 13F-HR | 8/9/2023 | 000117266123002833 |
Q1 2023 | 20 | 1,331,860 | IVV, IXUS, GLDM, JPMB | RESTATEMENT | 5/15/2023 | 000117266123002248 |
Q4 2022 | 13 | 1,504,999 | IVV, IXUS, GLDM, USHY | 13F-HR | 2/10/2023 | 000117266123000661 |
Q3 2022 | 13 | 1,232,234 | IVV, IXUS, GLDM, EMB | 13F-HR | 10/28/2022 | 000117266122002258 |
Q2 2022 | 13 | 1,271,674 | IVV, IXUS, EMB, USHY | 13F-HR | 8/15/2022 | 000117266122001881 |
Q1 2022 | 16 | 1,555,027 | IVV, IXUS, EMB, USHY | 13F-HR | 5/16/2022 | 000117266122001472 |
Q4 2021 | 17 | 2,716,946 | IVV, IXUS, EMB, USHY | 13F-HR | 2/14/2022 | 000117266122000758 |
Q3 2021 | 15 | 2,722,543 | IVV, IXUS, EMB, USHY | 13F-HR | 11/10/2021 | 000117266121002147 |
Q2 2021 | 13 | 2,233,565 | IVV, IXUS, EMB, GLDM | 13F-HR | 7/26/2021 | 000117266121001548 |
Q1 2021 | 12 | 2,119,547 | IVV, IXUS, EMB, GLDM | 13F-HR | 5/12/2021 | 000117266121001096 |
Q4 2020 | 12 | 1,899,836 | IVV, IXUS, EMB, GLDM | 13F-HR | 2/3/2021 | 000117266121000223 |
Q3 2020 | 12 | 1,795,059 | IVV, IXUS, EMB, USHY | 13F-HR | 11/16/2020 | 000117266120002280 |
Q2 2020 | 10 | 1,575,787 | IVV, IXUS, EMB, USHY | 13F-HR | 8/10/2020 | 000117266120001631 |
Q1 2020 | 9 | 548,267 | IVV, IXUS, SCHP, EMB | 13F-HR | 4/24/2020 | 000117266120001089 |
Q4 2019 | 10 | 1,897,156 | IVV, IXUS, EMB, HYG | 13F-HR | 2/12/2020 | 000117266120000418 |
Q3 2019 | 11 | 1,757,232 | IVV, IXUS, EMB, SCHP | 13F-HR | 10/25/2019 | 000117266119002059 |
Q2 2019 | 11 | 1,690,215 | IVV, IXUS, EMB, GLDM | 13F-HR | 8/5/2019 | 000117266119001617 |
Q1 2019 | 11 | 1,666,875 | IVV, IXUS, EMB, GLDM | 13F-HR | 5/3/2019 | 000117266119001102 |
Q4 2018 | 13 | 1,490,136 | IVV, IXUS, EMB, GLDM | 13F-HR | 2/6/2019 | 000117266119000315 |
Q3 2018 | 12 | 1,603,644 | IVV, IXUS, EMB, GLDM | 13F-HR | 10/30/2018 | 000117266118001893 |
Q2 2018 | 13 | 1,486,011 | IVV, IXUS, EMB, GLD | 13F-HR | 8/7/2018 | 000117266118001463 |
Q1 2018 | 12 | 1,492,085 | IVV, IXUS, EMB, GLD | 13F-HR | 5/2/2018 | 000117266118000986 |
Q4 2017 | 12 | 1,500,338 | IVV, IXUS, EMB, GLD | 13F-HR | 2/5/2018 | 000117266118000245 |
Q3 2017 | 12 | 1,703,010 | IVV, IXUS, MBB, GOVT | 13F-HR | 11/6/2017 | 000117266117001874 |
Q2 2017 | 10 | 1,382,033 | IVV, IXUS, GOVT, TIP | 13F-HR | 8/8/2017 | 000117266117001511 |