Q3 2024
|
35 |
132,391 |
VTI, WFC-L, BAC-L, BND
|
13F-HR
|
10/15/2024 |
000145493724000020 |
Q2 2024
|
35 |
125,606 |
VTI, WFC-L, BAC-L, BND
|
13F-HR
|
7/23/2024 |
000145493724000015 |
Q1 2024
|
36 |
148,191 |
VTI, WFC-L, BAC-L, FORD MTR CO DEL
|
13F-HR
|
5/1/2024 |
000145493724000006 |
Q4 2023
|
36 |
140,023 |
VTI, WFC-L, BAC-L, FORD MTR CO DEL
|
13F-HR
|
2/5/2024 |
000145493724000003 |
Q3 2023
|
36 |
138,634 |
VTI, WFC-L, BAC-L, BND
|
13F-HR
|
11/13/2023 |
000145493723000016 |
Q2 2023
|
41 |
174,337 |
VTI, NEE/PQ, BAC-L, WFC-L
|
13F-HR
|
8/1/2023 |
000145493723000013 |
Q1 2023
|
42 |
180,411 |
VTI, NEE/PQ, WFC-L, BAC-L
|
NEW HOLDINGS
|
5/25/2023 |
000145493723000011 |
Q1 2023
|
38 |
170,346 |
VTI, NEE/PQ, WFC-L, BND
|
13F-HR
|
4/25/2023 |
000145493723000006 |
Q4 2022
|
44 |
173,609 |
VTI, WFC-L, BAC-L, NEE-P
|
NEW HOLDINGS
|
5/25/2023 |
000145493723000008 |
Q4 2022
|
40 |
162,458 |
VTI, WFC-L, NEE-P, PIONEER NATURAL RESOURCES
|
13F-HR
|
1/19/2023 |
000145493723000003 |
Q3 2022
|
45 |
171,272 |
VTI, WFC-L, BAC-L, NEE-P
|
13F-HR
|
10/17/2022 |
000145493722000012 |
Q2 2022
|
47 |
185,752 |
VTI, WFC-L, BAC-L, BND
|
13F-HR
|
7/20/2022 |
000145493722000009 |
Q1 2022
|
48 |
214,114 |
VTI, WFC-L, BAC-L, BND
|
13F-HR
|
4/26/2022 |
000145493722000006 |
Q4 2021
|
47 |
359,815 |
VTI, WFC-L, BAC-L, BND
|
13F-HR
|
1/28/2022 |
000145493722000003 |
Q3 2021
|
42 |
330,976 |
VTI, CHRD, BND, SOUTHWEST AIRLS CO
|
RESTATEMENT
|
11/2/2021 |
000145493721000016 |
Q2 2021
|
43 |
340,221 |
VTI, CHRD, BCEI, BND
|
RESTATEMENT
|
11/2/2021 |
000145493721000014 |
Q1 2021
|
36 |
312,000 |
VTI, CHRD, SOUTHWEST AIRLS CO, BND
|
13F-HR
|
4/23/2021 |
000145493721000006 |
Q4 2020
|
40 |
329,322 |
VTI, CHRD, WFC-L, BAC-L
|
13F-HR
|
1/29/2021 |
000145493721000003 |
Q3 2020
|
46 |
304,021 |
VTI, DEN, BAC-L, WFC-L
|
13F-HR
|
10/21/2020 |
000145493720000010 |
Q2 2020
|
41 |
269,285 |
VTI, BND, BAC-L, WFC-L
|
13F-HR
|
7/15/2020 |
000145493720000007 |
Q1 2020
|
63 |
243,918 |
VTI, BND, BAC-L, WFC-L
|
13F-HR
|
4/24/2020 |
000145493720000005 |
Q4 2019
|
48 |
293,404 |
VTI, BAC-L, WFC-L, PRICELINE GRP INC
|
13F-HR
|
1/15/2020 |
000145493720000002 |
Q3 2019
|
48 |
281,456 |
VTI, BAC-L, WFC-L, PRICELINE GRP INC
|
13F-HR
|
10/16/2019 |
000145493719000013 |
Q2 2019
|
50 |
274,555 |
VTI, WFC-L, ANTHEM INC, BAC-L
|
13F-HR
|
7/12/2019 |
000145493719000010 |
Q1 2019
|
43 |
312,482 |
VTI, WFC-L, ANTHEM INC, BAC-L
|
13F-HR
|
5/13/2019 |
000145493719000006 |
Q4 2018
|
48 |
306,493 |
VTI, WFC-L, ANTHEM INC, INTEL CORP
|
13F-HR
|
2/11/2019 |
000145493719000003 |
Q3 2018
|
44 |
335,167 |
VTI, WFC-L, ANTHEM INC, INTEL CORP
|
13F-HR
|
11/14/2018 |
000145493718000008 |
Q2 2018
|
37 |
350,502 |
VTI, WFC-L, ANTHEM INC, NOVELLUS SYS INC
|
13F-HR
|
8/10/2018 |
000145493718000006 |
Q1 2018
|
35 |
342,950 |
VTI, WFC-L, NOVELLUS SYS INC, INTEL CORP
|
13F-HR
|
5/10/2018 |
000145493718000004 |
Q4 2017
|
36 |
359,127 |
VTI, ANTHEM INC, WFC-L, NOVELLUS SYS INC
|
13F-HR
|
2/7/2018 |
000145493718000002 |
Q3 2017
|
45 |
518,048 |
VTI, BARCLAYS PLC, HSBC HLDGS PLC, LLOYDS BANKING GROUP
|
13F-HR
|
11/7/2017 |
000145493717000010 |
Q2 2017
|
44 |
513,885 |
VTI, BARCLAYS PLC, HSBC HLDGS PLC, LLOYDS BANKING GROUP
|
13F-HR
|
7/26/2017 |
000145493717000008 |
Q1 2017
|
37 |
454,246 |
VTI, BARCLAYS PLC, LLOYDS BANKING GROUP, ROYAL BK SCOTLAND GR
|
13F-HR
|
4/27/2017 |
000145493717000006 |
Q4 2016
|
38 |
475,647 |
VTI, BARCLAYS PLC, LLOYDS BANKING GROUP, TORONTO DOMINION BK
|
13F-HR
|
1/30/2017 |
000145493717000002 |
Q3 2016
|
45 |
496,443 |
VTI, BARCLAYS PLC, LLOYDS BANKING GROUP, HYG
|
13F-HR
|
10/28/2016 |
000145493716000016 |
Q2 2016
|
42 |
423,284 |
VTI, BARCLAYS PLC, LLOYDS BANKING GROUP, WFC-L
|
13F-HR
|
8/8/2016 |
000145493716000014 |
Q1 2016
|
41 |
379,630 |
VTI, WFC-L, INTEL CORP, PRICELINE GRP INC
|
13F-HR
|
4/19/2016 |
000145493716000012 |
Q4 2015
|
40 |
398,209 |
VTI, INTEL CORP, WFC-L, PRICELINE GRP INC
|
13F-HR
|
1/27/2016 |
000145493716000010 |
Q3 2015
|
37 |
415,037 |
VTI, WFC-L, INTEL CORP, WELLPOINT INC
|
13F-HR
|
11/6/2015 |
000145493715000008 |
Q2 2015
|
52 |
13,408,405 |
BND, VTI, VOO, VGK
|
13F-HR
|
8/3/2015 |
000145493715000006 |
Q1 2015
|
66 |
13,848,693 |
BND, VTI, VOO, VGK
|
13F-HR
|
5/5/2015 |
000145493715000004 |
Q4 2014
|
66 |
12,973,428 |
BND, VTI, VOO, VGK
|
13F-HR
|
1/22/2015 |
000145493715000002 |
Q3 2014
|
69 |
11,835,100 |
BND, VTI, VOO, BSV
|
13F-HR
|
10/31/2014 |
000145493714000008 |
Q2 2014
|
77 |
11,024,519 |
BND, VTI, VOO, VGK
|
13F-HR
|
8/1/2014 |
000145493714000006 |
Q1 2014
|
81 |
10,007,033 |
BND, VTI, VOO, VGK
|
13F-HR
|
4/28/2014 |
000145493714000004 |
Q4 2013
|
81 |
9,213,820 |
BND, VTI, VOO, VGK
|
13F-HR
|
2/7/2014 |
000145493714000002 |