Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 86 | 192,594 | VGSH, SHY, IWD, AGG | 13F-HR | 8/6/2024 | 000158064224004237 |
Q1 2024 | 84 | 194,733 | VGSH, SHY, IWD, AGG | 13F-HR | 5/6/2024 | 000158064224002560 |
Q4 2023 | 79 | 183,425 | VGSH, SHY, IWD, AGG | 13F-HR | 2/12/2024 | 000158064224000929 |
Q3 2023 | 81 | 176,142 | VGSH, SHY, IWD, AGG | 13F-HR | 11/14/2023 | 000158064223006202 |
Q2 2023 | 95 | 183,797 | VGSH, SHY, IBTE, IWD | 13F-HR | 8/4/2023 | 000158064223004041 |
Q1 2023 | 91 | 161,746 | SHY, VGSH, IBTE, IWD | 13F-HR | 5/11/2023 | 000158064223002670 |
Q4 2022 | 95 | 162,196 | SHY, VGSH, IBTE, IWD | 13F-HR | 2/7/2023 | 000158064223000763 |
Q3 2022 | 82 | 148,349 | SHY, VGSH, IWD, IWF | 13F-HR | 11/14/2022 | 000158064222005777 |
Q2 2022 | 83 | 153,366 | SHY, VGSH, IWD, IWF | 13F-HR | 8/9/2022 | 000158064222003988 |
Q1 2022 | 90 | 168,508 | SHY, VGSH, IWD, IWF | 13F-HR | 5/6/2022 | 000158064222002590 |
Q4 2021 | 81 | 176,241 | SHY, VGSH, IWF, IWD | 13F-HR | 2/1/2022 | 000158064222000584 |
Q3 2021 | 77 | 169,396 | SHY, SCHR, IWF, IWP | 13F-HR | 11/4/2021 | 000158064221005215 |
Q2 2021 | 79 | 177,433 | SHY, SCHR, IWF, IWP | 13F-HR | 8/4/2021 | 000158064221003521 |
Q1 2021 | 72 | 171,457 | SHY, SCHR, IWF, IWP | 13F-HR | 4/29/2021 | 000158064221001936 |
Q4 2020 | 76 | 169,877 | SHY, SCHR, IWF, IWP | 13F-HR | 1/29/2021 | 000158064221000363 |
Q3 2020 | 66 | 160,610 | SHY, BIL, IWF, IWP | 13F-HR | 10/20/2020 | 000158064220003776 |
Q2 2020 | 66 | 151,367 | SHY, BIL, IWF, IWP | 13F-HR | 7/21/2020 | 000158064220002675 |
Q1 2020 | 68 | 136,551 | SHY, BIL, IWF, TLT | 13F-HR | 5/5/2020 | 000158064220002031 |
Q4 2019 | 93 | 152,328 | SHY, TLT, IWD, IWF | 13F-HR | 2/7/2020 | 000158064220000592 |
Q3 2019 | 82 | 141,094 | SHY, TLT, IWD, IWF | 13F-HR | 10/31/2019 | 000158064219004897 |
Q2 2019 | 88 | 138,866 | SHY, TLT, IWD, IWF | 13F-HR | 7/9/2019 | 000158064219003144 |
Q1 2019 | 87 | 130,496 | SHY, TLT, IWD, IWF | 13F-HR | 5/13/2019 | 000158064219002496 |
Q4 2018 | 80 | 117,609 | SHY, IWD, IWF, IWP | 13F-HR | 2/25/2019 | 000158064219000919 |
Q3 2018 | 86 | 148,089 | VCSH, IWD, IWF, IWP | 13F-HR | 11/2/2018 | 000158064218005200 |
Q2 2018 | 80 | 144,275 | VCSH, IEFA, IWD, IWF | 13F-HR | 8/10/2018 | 000158064218003816 |
Q1 2018 | 79 | 139,307 | VCSH, IEFA, IWD, IWF | 13F-HR | 5/3/2018 | 000158064218002405 |
Q4 2017 | 72 | 136,389 | IEFA, IWD, IWF, VCLT | 13F-HR | 2/12/2018 | 000158064218000835 |
Q3 2017 | 74 | 135,174 | IEFA, IWD, VCLT, IWF | 13F-HR | 10/26/2017 | 000158064217005679 |
Q2 2017 | 78 | 131,188 | IEFA, IWD, VCLT, IWF | 13F-HR | 8/1/2017 | 000158064217004133 |
Q1 2017 | 79 | 130,761 | SHY, IWD, VCSH, IEFA | 13F-HR | 5/3/2017 | 000158064217002731 |
Q4 2016 | 69 | 122,727 | SHY, IWD, VCSH, IEFA | 13F-HR | 2/7/2017 | 000158064217000753 |
Q3 2016 | 88 | 160,516 | SHY, VCSH, IWP, IWS | 13F-HR | 10/25/2016 | 000106299316011868 |
Q2 2016 | 115 | 259,807 | BJRI, SHY, IWS, IWD | 13F-HR | 8/12/2016 | 000106299316011040 |
Q1 2016 | 113 | 254,568 | BJRI, SHY, IWP, IWF | 13F-HR | 5/12/2016 | 000106299316009632 |
Q4 2015 | 106 | 210,870 | BJRI, TLT, SHY, IWF | 13F-HR | 2/4/2016 | 000106299316007466 |
Q3 2015 | 103 | 171,733 | TLT, SHY, IWF, IWP | 13F-HR | 11/3/2015 | 000106299315005733 |
Q2 2015 | 108 | 209,101 | SHY, IWP, IWF, IEFA | 13F-HR | 8/5/2015 | 000106299315004176 |
Q1 2015 | 110 | 212,300 | SHY, IWP, IWF, BRK-A | 13F-HR | 4/24/2015 | 000106299315002163 |
Q4 2014 | 113 | 204,963 | VCSH, IWP, IWF, TLT | 13F-HR | 2/12/2015 | 000106299315000703 |
Q3 2014 | 182 | 233,038 | BRK-A, VCSH, IWF, IWP | 13F-HR | 11/14/2014 | 000106299314006636 |
Q2 2014 | 113 | 238,802 | VCSH, BRK-A, IWP, IWF | 13F-HR | 8/14/2014 | 000106299314004945 |
Q1 2014 | 114 | 235,926 | VCSH, BRK-A, IWP, IWF | 13F-HR | 5/15/2014 | 000106299314002997 |
Q4 2013 | 91 | 202,284 | VCSH, BRK-A, IWP, IWF | 13F-HR | 2/4/2014 | 000106299314000469 |