Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2018 | 77 | 683,168 | SPY, IXUS, OEF, MDY | 13F-HR | 1/7/2019 | 000156761919000658 |
Q3 2018 | 80 | 793,241 | SPY, IXUS, OEF, AAPL | 13F-HR | 10/15/2018 | 000156761918004110 |
Q2 2018 | 77 | 728,225 | SPY, IXUS, OEF, AAPL | 13F-HR | 7/23/2018 | 000114036118033112 |
Q1 2018 | 81 | 702,309 | SPY, IXUS, OEF, AAPL | 13F-HR | 4/19/2018 | 000114036118018983 |
Q4 2017 | 86 | 705,943 | SPY, IXUS, OEF, MDY | 13F-HR | 1/10/2018 | 000114036118001620 |
Q3 2017 | 76 | 616,925 | SPY, IXUS, OEF, MDY | 13F-HR | 11/3/2017 | 000114036117040869 |
Q2 2017 | 76 | 597,380 | SPY, IXUS, OEF, MDY | 13F-HR | 7/20/2017 | 000114036117028235 |
Q1 2017 | 68 | 625,264 | SPY, AMLP, IXUS, OEF | 13F-HR | 4/21/2017 | 000114036117016381 |
Q4 2016 | 64 | 528,883 | SPY, IXUS, OEF, MDY | 13F-HR | 1/17/2017 | 000114036117001956 |
Q3 2016 | 67 | 517,728 | SPY, EFA, OEF, EEMV | 13F-HR | 10/27/2016 | 000114036116083790 |
Q2 2016 | 69 | 506,182 | SPY, EFA, OEF, EEM | 13F-HR | 7/26/2016 | 000114036116073399 |
Q1 2016 | 69 | 495,103 | SPY, EFA, OEF, EEM | 13F-HR | 4/19/2016 | 000114036116061490 |
Q4 2015 | 69 | 482,679 | SPY, EFA, OEF, EEM | 13F-HR | 2/3/2016 | 000114036116049934 |
Q3 2015 | 65 | 432,510 | SPY, EFA, OEF, MDY | 13F-HR | 10/26/2015 | 000114036115038477 |
Q2 2015 | 62 | 448,597 | SPY, EFA, OEF, MDY | 13F-HR | 7/23/2015 | 000114036115028374 |
Q1 2015 | 64 | 449,612 | SPY, EFA, OEF, MDY | 13F-HR | 4/15/2015 | 000114036115015478 |
Q4 2014 | 61 | 427,537 | SPY, EFA, OEF, MDY | 13F-HR | 1/22/2015 | 000114036115002388 |
Q3 2014 | 61 | 404,885 | SPY, EFA, OEF, XLE | 13F-HR | 11/7/2014 | 000114036114040649 |
Q2 2014 | 61 | 395,046 | SPY, EFA, OEF, XLE | 13F-HR | 7/22/2014 | 000114036114028960 |
Q1 2014 | 58 | 374,824 | SPY, EFA, OEF, XLE | 13F-HR | 4/23/2014 | 000114036114017367 |
Q4 2013 | 57 | 362,528 | SPY, EFA, OEF, XLE | 13F-HR | 2/3/2014 | 000114036114004083 |