Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 91 | 217,594 | IJS, SPY, VTI, IJT | 13F-HR | 7/31/2024 | 000138844324000005 |
Q1 2024 | 97 | 219,542 | IJS, SPY, VTI, IJT | 13F-HR | 5/6/2024 | 000138844324000002 |
Q4 2023 | 94 | 206,193 | IJS, SPY, VTI, IJT | 13F-HR | 2/12/2024 | 000138844324000001 |
Q3 2023 | 94 | 182,668 | IJS, SPY, VTI, IVV | 13F-HR | 11/2/2023 | 000138844323000004 |
Q2 2023 | 96 | 192,346 | IJS, SPY, VTI, IVV | 13F-HR | 8/14/2023 | 000138844323000003 |
Q1 2023 | 98 | 186,800 | IJS, SPY, VTI, IVV | 13F-HR | 4/26/2023 | 000138844323000002 |
Q4 2022 | 101 | 181,376 | IJS, SPY, IVV, VTI | 13F-HR | 2/8/2023 | 000138844323000001 |
Q3 2022 | 98 | 165,175 | IJS, SPY, IVV, VTI | 13F-HR | 10/28/2022 | 000138844322000004 |
Q2 2022 | 102 | 178,147 | IJS, SPY, IVV, VTI | 13F-HR | 8/10/2022 | 000138844322000003 |
Q1 2022 | 111 | 214,127 | IJS, IVV, SPY, VTI | 13F-HR | 4/27/2022 | 000138844322000002 |
Q4 2021 | 115 | 234,257 | IJS, IVV, SPY, VTI | 13F-HR | 2/3/2022 | 000138844322000001 |
Q3 2021 | 111 | 218,684 | IJS, IVV, SPY, VTI | 13F-HR | 10/28/2021 | 000138844321000004 |
Q2 2021 | 112 | 223,889 | IJS, IVV, SPY, IJT | 13F-HR | 8/6/2021 | 000138844321000003 |
Q1 2021 | 110 | 210,147 | IJS, IVV, SPY, IJT | 13F-HR | 5/10/2021 | 000138844321000002 |
Q4 2020 | 108 | 193,139 | IJS, IVV, SPY, IJT | 13F-HR | 1/29/2021 | 000138844321000001 |
Q3 2020 | 95 | 154,894 | IVV, SPY, IJS, VTI | 13F-HR | 11/9/2020 | 000138844320000004 |
Q2 2020 | 95 | 146,436 | IVV, SPY, IJS, VTI | 13F-HR | 8/13/2020 | 000138844320000003 |
Q1 2020 | 85 | 117,900 | IVV, SPY, IJS, VTI | 13F-HR | 5/7/2020 | 000138844320000002 |
Q4 2019 | 106 | 156,245 | IVV, IJS, SPY, VTI | 13F-HR | 1/30/2020 | 000138844320000001 |
Q3 2019 | 100 | 143,500 | IVV, IJS, SPY, VTI | 13F-HR | 10/17/2019 | 000138844319000004 |
Q2 2019 | 97 | 144,366 | IVV, IJS, SPY, VTI | 13F-HR | 7/30/2019 | 000138844319000003 |
Q1 2019 | 101 | 154,838 | IVV, SPY, IJS, IJR | 13F-HR | 4/23/2019 | 000138844319000002 |
Q4 2018 | 110 | 170,909 | SPY, IVV, IJS, IJR | 13F-HR | 2/4/2019 | 000138844319000001 |
Q3 2018 | 112 | 193,746 | SPY, IVV, IJS, IJR | 13F-HR | 11/8/2018 | 000138844318000004 |
Q2 2018 | 111 | 185,652 | SPY, IVV, IJS, IJR | 13F-HR | 8/14/2018 | 000138844318000003 |
Q1 2018 | 111 | 183,479 | SPY, IVV, IJS, IJR | 13F-HR | 5/14/2018 | 000138844318000002 |
Q4 2017 | 108 | 181,752 | SPY, IVV, IJS, IJR | 13F-HR | 2/9/2018 | 000138844318000001 |
Q3 2017 | 106 | 175,886 | SPY, IVV, IJS, IJR | 13F-HR | 11/6/2017 | 000138844317000004 |
Q2 2017 | 112 | 170,913 | SPY, IVV, IJS, IJR | 13F-HR | 8/4/2017 | 000138844317000003 |
Q1 2017 | 99 | 157,540 | SPY, IJS, VTI, IVV | 13F-HR | 5/26/2017 | 000138844317000002 |
Q4 2016 | 95 | 163,288 | SPY, VTI, IJS, IVV | 13F-HR | 2/13/2017 | 000138844317000001 |
Q3 2016 | 91 | 130,810 | SPY, IVV, IJS, IJR | 13F-HR | 11/9/2016 | 000138844316000008 |
Q2 2016 | 91 | 122,749 | SPY, IVV, IJR, IJS | 13F-HR | 8/5/2016 | 000138844316000007 |
Q1 2016 | 97 | 127,139 | SPY, IVV, IJR, IJS | 13F-HR | 5/6/2016 | 000138844316000006 |
Q4 2015 | 96 | 118,540 | SPY, IVV, IJR, EWJ | 13F-HR | 2/10/2016 | 000138844316000005 |
Q3 2015 | 87 | 112,148 | SPY, IVV, IJR, EWJ | 13F-HR | 11/6/2015 | 000138844315000004 |
Q2 2015 | 91 | 115,942 | SPY, IVV, IJR, EWJ | 13F-HR | 8/7/2015 | 000138844315000003 |
Q1 2015 | 95 | 128,746 | SPY, IVV, IJR, EWJ | 13F-HR | 5/13/2015 | 000138844315000002 |
Q4 2014 | 92 | 127,263 | SPY, IVV, IJR, IJS | 13F-HR | 2/4/2015 | 000138844315000001 |
Q3 2014 | 82 | 122,075 | SPY, IVV, IJR, EWJ | 13F-HR | 10/31/2014 | 000138844314000006 |
Q2 2014 | 72 | 120,893 | SPY, IVV, IJR, EWJ | 13F-HR | 8/13/2014 | 000138844314000005 |
Q1 2014 | 72 | 116,308 | SPY, IVV, IJR, IJS | 13F-HR | 5/15/2014 | 000138844314000004 |
Q4 2013 | 69 | 119,658 | IVV, SPY, IJR, IJS | 13F-HR | 1/28/2014 | 000138844314000001 |