Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 2,254 | 34,915,672 | MGK, MGV, VOO, VBR | 13F-HR | 11/1/2024 | 000134455124000009 |
Q2 2024 | 2,101 | 32,334,211 | MGK, MGV, VOO, VBR | 13F-HR | 8/13/2024 | 000134455124000006 |
Q1 2024 | 1,935 | 30,759,680 | MGK, MGV, VOO, VBR | 13F-HR | 5/6/2024 | 000153586524000007 |
Q4 2023 | 1,836 | 27,673,351 | MGK, VOO, MGV, VBR | 13F-HR | 2/9/2024 | 000134455124000002 |
Q3 2023 | 1,742 | 25,009,274 | MGK, VOO, MGV, SHY | 13F-HR | 10/27/2023 | 000134455123000013 |
Q2 2023 | 1,561 | 25,492,222 | MGK, VOO, MGV, HYG | 13F-HR | 8/11/2023 | 000134455123000010 |
Q1 2023 | 1,584 | 24,188,482 | MGK, MGV, VOO, SHY | 13F-HR | 5/5/2023 | 000134455123000007 |
Q4 2022 | 1,591 | 23,069,950 | MGV, MGK, VOO, HYG | 13F-HR | 2/10/2023 | 000134455123000003 |
Q3 2022 | 1,575 | 21,386,025 | MGK, SHY, VOO, MGV | 13F-HR | 11/1/2022 | 000134455122000011 |
Q2 2022 | 1,558 | 22,306,266 | SHY, VOO, MGK, MGV | 13F-HR | 8/3/2022 | 000134455122000009 |
Q1 2022 | 1,620 | 23,894,548 | VOO, MGK, SHY, MGV | 13F-HR | 5/12/2022 | 000134455122000006 |
Q4 2021 | 1,590 | 24,339,778 | VOO, MGK, MGV, LQD | 13F-HR | 2/14/2022 | 000134455122000003 |
Q3 2021 | 1,469 | 22,321,735 | VOO, MGK, MGV, LQD | 13F-HR | 11/12/2021 | 000134455121000012 |
Q2 2021 | 1,365 | 21,564,826 | VOO, MGK, MGV, IEFA | 13F-HR | 8/16/2021 | 000134455121000009 |
Q1 2021 | 1,411 | 19,389,259 | VOO, MGK, MGV, IEFA | 13F-HR | 5/14/2021 | 000134455121000007 |
Q4 2020 | 1,428 | 17,947,827 | VOO, MGK, MGV, IEF | 13F-HR | 2/10/2021 | 000134455121000003 |
Q3 2020 | 1,361 | 15,497,771 | VOO, MGK, MGV, IEFA | 13F-HR | 11/13/2020 | 000134455120000014 |
Q2 2020 | 1,312 | 13,978,276 | IEF, VOO, BIL, MGK | 13F-HR | 8/11/2020 | 000134455120000010 |
Q1 2020 | 1,415 | 11,810,634 | VOO, SHY, BIL, MGK | 13F-HR | 5/12/2020 | 000134455120000008 |
Q4 2019 | 1,445 | 13,163,901 | VOO, MGK, MGV, IEFA | 13F-HR | 2/11/2020 | 000134455120000003 |
Q3 2019 | 1,357 | 11,945,496 | VOO, IEFA, JNK, MGV | 13F-HR | 11/13/2019 | 000134455119000011 |
Q2 2019 | 1,379 | 12,266,949 | IEF, VOO, IEFA, SPY | 13F-HR | 8/14/2019 | 000134455119000008 |
Q1 2019 | 1,408 | 11,070,679 | VOO, IEF, IEFA, SPY | 13F-HR | 5/14/2019 | 000134455119000005 |
Q4 2018 | 1,526 | 10,358,743 | VOO, BIL, IEFA, SHY | 13F-HR | 2/13/2019 | 000134455119000003 |
Q3 2018 | 1,463 | 10,999,019 | VOO, SPY, IEFA, HYG | 13F-HR | 11/13/2018 | 000134455118000010 |
Q2 2018 | 1,461 | 10,179,231 | VOO, SPY, IEFA, HYG | 13F-HR | 8/1/2018 | 000134455118000008 |
Q1 2018 | 1,466 | 9,660,907 | VOO, SPY, IEFA, VUG | 13F-HR | 5/16/2018 | 000134455118000005 |
Q4 2017 | 2,254 | 9,704,988 | VOO, JNK, HYG, SPY | 13F-HR | 2/13/2018 | 000134455118000003 |
Q3 2017 | 1,597 | 8,793,241 | VOO, JNK, HYG, SPY | 13F-HR | 11/8/2017 | 000134455117000025 |
Q2 2017 | 1,473 | 7,948,325 | VOO, SPY, JNK, HYG | 13F-HR | 8/15/2017 | 000134455117000009 |
Q1 2017 | 1,357 | 7,612,574 | VOO, HYG, SPY, JNK | RESTATEMENT | 9/15/2017 | 000134455117000021 |
Q4 2016 | 1,403 | 6,807,325 | VOO, SPY, HYG, JNK | RESTATEMENT | 9/15/2017 | 000134455117000019 |
Q3 2016 | 1,257 | 6,575,300 | VOO, SPY, FLOT, IGIB | RESTATEMENT | 9/15/2017 | 000134455117000017 |
Q2 2016 | 1,228 | 5,947,798 | VOO, SPY, JNK, VTV | RESTATEMENT | 9/15/2017 | 000134455117000015 |
Q1 2016 | 1,262 | 5,728,670 | VOO, SPY, AGG, PFF | RESTATEMENT | 9/15/2017 | 000134455117000013 |
Q4 2015 | 1,526 | 5,395,839 | SPY, MBB, VOO, IGIB | RESTATEMENT | 9/15/2017 | 000134455117000011 |
Q3 2015 | 907 | 4,794,300 | SPY, MBB, SHY, BSV | NEW HOLDINGS | 1/5/2016 | 000114036116046415 |
Q3 2015 | 906 | 4,792,275 | SPY, MBB, SHY, BSV | 13F-HR | 11/10/2015 | 000114036115040273 |
Q2 2015 | 623 | 4,803,661 | SPY, MBB, VTI, VEA | 13F-HR | 8/13/2015 | 000114036115031652 |
Q1 2015 | 471 | 4,694,657 | SPY, BSV, VGK, BND | 13F-HR | 5/12/2015 | 000114036115019115 |
Q4 2014 | 479 | 4,603,348 | SPY, SHV, EEM, EZU | 13F-HR | 2/3/2015 | 000114036115003720 |
Q3 2014 | 478 | 4,327,496 | SPY, MBB, EEM, IEF | 13F-HR | 11/10/2014 | 000114036114040819 |
Q2 2014 | 524 | 4,695,086 | SPY, VGK, EEM, HYS | 13F-HR | 8/12/2014 | 000114036114031937 |
Q1 2014 | 417 | 4,100,843 | SPY, VGK, SHV, FLOT | 13F-HR | 5/6/2014 | 000114036114019003 |
Q4 2013 | 407 | 4,224,453 | SPY, FLOT, VGK, VQT | 13F-HR | 2/11/2014 | 000114036114005818 |
Q3 2013 | 380 | 3,959,924 | SPY, FLOT, VGK, VQT | RESTATEMENT | 2/11/2014 | 000114036114005815 |