Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 75 | 491,143 | VTI, VNQ, DFSU, BRK-A | 13F-HR | 10/10/2024 | 000142737224000008 |
Q2 2024 | 71 | 452,862 | VTI, VNQ, DFSU, BRK-A | 13F-HR | 7/15/2024 | 000142737224000006 |
Q1 2024 | 75 | 457,523 | VTI, VNQ, DFSU, BRK-A | 13F-HR | 4/17/2024 | 000142737224000004 |
Q4 2023 | 63 | 426,475 | VTI, VNQ, DFSU, BSVO | 13F-HR | 2/14/2024 | 000142737224000002 |
Q3 2023 | 52 | 369,969 | VTI, VNQ, DFSU, BRK-A | 13F-HR | 10/27/2023 | 000142737223000010 |
Q2 2023 | 52 | 384,927 | VTI, VNQ, DFSU, BRK-A | 13F-HR | 7/17/2023 | 000142737223000008 |
Q1 2023 | 59 | 380,160 | VTI, VNQ, VIG, VV | RESTATEMENT | 4/18/2023 | 000142737223000006 |
Q4 2022 | 51 | 335,887 | VTI, VNQ, VIG, VV | 13F-HR | 2/9/2023 | 000142737223000002 |
Q3 2022 | 45 | 315,595 | VTI, VNQ, VIG, VV | 13F-HR | 10/14/2022 | 000142737222000008 |
Q2 2022 | 45 | 337,657 | VTI, VNQ, VIG, VV | 13F-HR | 8/12/2022 | 000142737222000006 |
Q1 2022 | 36 | 399,430 | VTI, VNQ, VIG, VV | 13F-HR | 4/29/2022 | 000142737222000004 |
Q4 2021 | 40 | 430,447 | VTI, VNQ, VIG, VV | 13F-HR | 2/11/2022 | 000142737222000002 |
Q3 2021 | 40 | 382,295 | VTI, VNQ, VIG, VV | 13F-HR | 10/22/2021 | 000142737221000008 |
Q2 2021 | 40 | 384,722 | VTI, VNQ, VIG, VV | 13F-HR | 7/14/2021 | 000142737221000006 |
Q1 2021 | 41 | 358,039 | VTI, VNQ, VIG, VV | 13F-HR | 4/21/2021 | 000142737221000004 |
Q4 2020 | 37 | 339,632 | VTI, VNQ, VIG, VV | 13F-HR | 2/8/2021 | 000142737221000002 |
Q3 2020 | 32 | 300,316 | VTI, VNQ, VIG, VV | 13F-HR | 10/22/2020 | 000142737220000008 |
Q2 2020 | 34 | 283,609 | VTI, VNQ, VIG, VV | 13F-HR | 7/21/2020 | 000142737220000006 |
Q1 2020 | 30 | 233,525 | VTI, VNQ, VIG, VV | 13F-HR | 4/21/2020 | 000142737220000004 |
Q4 2019 | 42 | 296,813 | VTI, VNQ, VIG, VV | 13F-HR | 1/17/2020 | 000142737220000002 |
Q3 2019 | 40 | 276,767 | VTI, VNQ, VIG, VV | 13F-HR | 10/24/2019 | 000142737219000008 |
Q2 2019 | 33 | 266,312 | VTI, VNQ, VIG, VV | 13F-HR | 7/12/2019 | 000142737219000006 |
Q1 2019 | 35 | 297,730 | VTI, VNQ, PG, VIG | 13F-HR | 4/17/2019 | 000142737219000004 |
Q4 2018 | 34 | 256,687 | VTI, VNQ, PG, VIG | 13F-HR | 1/14/2019 | 000142737219000002 |
Q3 2018 | 36 | 293,812 | VTI, VNQ, VIG, VV | 13F-HR | 10/18/2018 | 000142737218000008 |
Q2 2018 | 38 | 281,603 | VTI, VNQ, VIG, IAU | 13F-HR | 7/10/2018 | 000142737218000006 |
Q1 2018 | 38 | 279,404 | VTI, VNQ, VIG, IAU | 13F-HR | 4/27/2018 | 000142737218000004 |
Q4 2017 | 37 | 281,904 | VTI, VNQ, VIG, PG | 13F-HR | 1/9/2018 | 000142737218000002 |
Q3 2017 | 37 | 279,622 | VTI, VNQ, PG, VIG | 13F-HR | 10/24/2017 | 000142737217000009 |
Q2 2017 | 36 | 284,867 | VTI, VNQ, TIP, PG | RESTATEMENT | 7/24/2017 | 000142737217000007 |
Q1 2017 | 35 | 292,763 | VTI, VNQ, TIP, PG | 13F-HR | 4/7/2017 | 000142737217000004 |
Q4 2016 | 34 | 293,844 | VTI, VNQ, TIP, PG | 13F-HR | 1/13/2017 | 000142737217000002 |
Q3 2016 | 33 | 284,148 | VTI, VNQ, TIP, PG | 13F-HR | 10/12/2016 | 000142737216000018 |
Q2 2016 | 31 | 283,629 | VTI, VNQ, TIP, PG | 13F-HR | 7/11/2016 | 000142737216000016 |
Q1 2016 | 32 | 278,653 | VTI, VNQ, TIP, PG | 13F-HR | 5/10/2016 | 000142737216000014 |
Q4 2015 | 30 | 280,334 | VTI, VNQ, TIP, PG | 13F-HR | 1/27/2016 | 000142737216000012 |
Q3 2015 | 30 | 306,528 | VTI, VNQ, TIP, IAU | 13F-HR | 10/30/2015 | 000142737215000008 |
Q2 2015 | 34 | 328,819 | VTI, VNQ, TIP, IAU | 13F-HR | 7/14/2015 | 000142737215000006 |
Q1 2015 | 34 | 336,185 | VTI, VNQ, TIP, IAU | 13F-HR | 4/13/2015 | 000142737215000004 |
Q4 2014 | 38 | 323,481 | VTI, VNQ, TIP, IAU | 13F-HR | 1/13/2015 | 000142737215000002 |
Q3 2014 | 36 | 316,843 | VTI, VNQ, TIP, IAU | 13F-HR | 10/29/2014 | 000142737214000008 |
Q2 2014 | 31 | 305,392 | VTI, VNQ, TIP, IAU | 13F-HR | 7/14/2014 | 000142737214000006 |
Q1 2014 | 25 | 284,325 | VTI, VNQ, TIP, IAU | 13F-HR | 4/10/2014 | 000142737214000004 |
Q4 2013 | 16 | 263,835 | VTI, VNQ, RWX, TIP | 13F-HR | 1/10/2014 | 000142737214000002 |