Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 2,186 | 1,338,705 | SPLG, GSLC, IVV, MSFT | 13F-HR | 10/15/2024 | 000140936224000005 |
Q2 2024 | 2,079 | 1,101,547 | GSLC, MSFT, IVV, AAPL | 13F-HR | 7/16/2024 | 000140936224000004 |
Q1 2024 | 2,038 | 1,040,011 | GSLC, SPLG, MSFT, VTI | 13F-HR | 4/12/2024 | 000140936224000002 |
Q4 2023 | 2,439 | 1,084,469 | GSLC, AAPL, MSFT, VOO | 13F-HR | 1/19/2024 | 000140936224000001 |
Q3 2023 | 2,287 | 1,101,600 | GSLC, AAPL, VTIP, MSFT | 13F-HR | 10/12/2023 | 000140936223000009 |
Q2 2023 | 2,352 | 1,168,945 | GSLC, AAPL, MSFT, VTIP | 13F-HR | 7/14/2023 | 000140936223000008 |
Q1 2023 | 2,401 | 1,093,329 | GSLC, AAPL, VTIP, MSFT | 13F-HR | 4/28/2023 | 000140936223000007 |
Q4 2022 | 2,393 | 1,016,329 | GSLC, AAPL, VTIP, MSFT | 13F-HR | 1/13/2023 | 000140936223000003 |
Q3 2022 | 1,980 | 1,001,641 | GSLC, AAPL, VTIP, MSFT | 13F-HR | 10/4/2022 | 000140936222000005 |
Q2 2022 | 1,984 | 1,018,104 | GSLC, AAPL, MSFT, VTIP | 13F-HR | 7/7/2022 | 000140936222000004 |
Q1 2022 | 2,101 | 1,600,721 | BND, VGK, IWM, GSLC | 13F-HR | 4/14/2022 | 000140936222000002 |
Q4 2021 | 2,126 | 1,623,341 | BND, VGK, IWM, GSLC | 13F-HR | 1/19/2022 | 000140936222000001 |
Q3 2021 | 1,949 | 1,436,968 | BND, VGK, IWM, GSLC | 13F-HR | 10/15/2021 | 000140936221000008 |
Q2 2021 | 1,861 | 1,508,838 | BND, VGK, IWM, GSLC | 13F-HR | 7/6/2021 | 000140936221000007 |
Q1 2021 | 1,807 | 1,404,830 | BND, VGK, IWM, GSLC | 13F-HR | 4/14/2021 | 000140936221000005 |
Q4 2020 | 1,733 | 1,239,012 | BND, VGK, IWM, GSLC | 13F-HR | 2/4/2021 | 000140936221000003 |
Q3 2020 | 1,851 | 1,166,507 | BND, VGK, IWM, GSLC | 13F-HR | 11/6/2020 | 000140936220000006 |
Q2 2020 | 1,863 | 1,240,976 | BND, VGK, IWM, GSLC | 13F-HR | 8/26/2020 | 000140936220000004 |
Q1 2020 | 1,894 | 1,083,876 | BND, VGK, IWM, GSLC | 13F-HR | 5/14/2020 | 000140936220000003 |
Q4 2019 | 1,919 | 1,178,567 | BND, VGK, IWM, GSLC | 13F-HR | 2/12/2020 | 000140936220000001 |
Q3 2019 | 1,940 | 1,087,891 | BND, VGK, IWM, GSLC | 13F-HR | 10/23/2019 | 000140936219000005 |
Q2 2019 | 1,781 | 903,945 | BND, VGK, IWM, IVV | 13F-HR | 7/15/2019 | 000140936219000004 |
Q1 2019 | 1,651 | 818,291 | BND, VGK, IWM, IVV | 13F-HR | 5/14/2019 | 000140936219000003 |
Q4 2018 | 1,544 | 723,672 | BND, IVV, VGK, EFA | 13F-HR | 2/8/2019 | 000140936219000001 |
Q3 2018 | 1,510 | 795,522 | BND, EFA, IWF, IVV | 13F-HR | 11/14/2018 | 000140936218000006 |
Q2 2018 | 1,627 | 739,643 | EFA, VGSH, IWD, IWF | 13F-HR | 7/27/2018 | 000140936218000005 |
Q1 2018 | 1,444 | 723,740 | EFA, VGSH, IWD, IWF | 13F-HR | 5/8/2018 | 000140936218000004 |
Q4 2017 | 1,309 | 658,120 | EFA, IVV, BND, VGSH | 13F-HR | 2/27/2018 | 000140936218000002 |