Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 95 | 860,162 | VTI, BND, VXUS, AVSF | 13F-HR | 8/5/2024 | 000148171424000006 |
Q1 2024 | 98 | 853,775 | VTI, BND, AVSF, VXUS | 13F-HR | 5/7/2024 | 000148171424000003 |
Q4 2023 | 98 | 808,492 | VTI, BND, AVSF, VXUS | 13F-HR | 2/6/2024 | 000148171424000002 |
Q3 2023 | 103 | 767,539 | VTI, BND, AVSF, VXUS | 13F-HR | 10/23/2023 | 000148171423000007 |
Q2 2023 | 103 | 793,093 | VTI, BND, VEU, AVSF | 13F-HR | 7/27/2023 | 000148171423000006 |
Q1 2023 | 102 | 733,878 | VTI, BND, VEU, BSV | 13F-HR | 5/8/2023 | 000148171423000004 |
Q4 2022 | 100 | 726,598 | VTI, VEU, VUSB, BSV | RESTATEMENT | 5/8/2023 | 000148171423000005 |
Q3 2022 | 101 | 660,507 | VTI, VEU, VUSB, BSV | 13F-HR | 10/31/2022 | 000148171422000007 |
Q2 2022 | 96 | 697,630 | VTI, VEU, VUSB, BSV | 13F-HR | 8/2/2022 | 000148171422000004 |
Q1 2022 | 99 | 704,691 | VTI, VEU, BSV, BNDX | 13F-HR | 4/15/2022 | 000148171422000003 |
Q4 2021 | 95 | 756,203 | VTI, VEU, BNDX, BSV | 13F-HR | 1/19/2022 | 000148171422000001 |
Q3 2021 | 96 | 667,890 | VTI, VEU, BSV, IXUS | 13F-HR | 10/28/2021 | 000148171421000005 |
Q2 2021 | 94 | 654,859 | VTI, VEU, BSV, IXUS | 13F-HR | 7/22/2021 | 000148171421000004 |
Q1 2021 | 87 | 631,111 | VTI, VEU, BSV, IXUS | 13F-HR | 4/27/2021 | 000148171421000003 |
Q4 2020 | 81 | 583,730 | VTI, VEU, BSV, IXUS | 13F-HR | 2/10/2021 | 000148171421000001 |
Q3 2020 | 174 | 274,167 | BOC, AMZN, UNP, VXUS | 13F-HR | 11/3/2020 | 000148171420000005 |
Q2 2020 | 76 | 464,262 | VTI, BSV, VEU, IXUS | 13F-HR | 7/31/2020 | 000148171420000004 |
Q1 2020 | 66 | 327,973 | BSV, VTI, IXUS, MGC | 13F-HR | 4/9/2020 | 000148171420000002 |
Q4 2019 | 74 | 330,960 | VTI, BSV, MGC, VV | 13F-HR | 1/21/2020 | 000148171420000001 |
Q3 2019 | 66 | 305,227 | VTI, BSV, MGC, VV | 13F-HR | 10/15/2019 | 000148171419000004 |
Q2 2019 | 58 | 297,811 | VTI, BSV, MGC, VV | 13F-HR | 8/5/2019 | 000148171419000003 |
Q1 2019 | 54 | 282,946 | VTI, BSV, MGC, VV | 13F-HR | 4/19/2019 | 000148171419000002 |
Q4 2018 | 51 | 278,665 | VTI, BND, MGC, VV | 13F-HR | 1/8/2019 | 000148171419000001 |
Q3 2018 | 51 | 278,665 | VTI, BND, MGC, VV | 13F-HR | 11/9/2018 | 000148171418000004 |
Q2 2018 | 48 | 265,045 | VTI, BND, MGC, VV | 13F-HR | 7/16/2018 | 000148171418000003 |
Q1 2018 | 50 | 263,930 | BND, VTI, MGC, VV | 13F-HR | 4/23/2018 | 000148171418000002 |
Q4 2017 | 52 | 273,875 | VTI, BND, MGC, VV | 13F-HR | 1/29/2018 | 000148171418000001 |
Q3 2017 | 47 | 258,601 | BND, VTI, MGC, VV | 13F-HR | 11/3/2017 | 000148171417000004 |
Q2 2017 | 45 | 247,830 | BND, VTI, MGC, VV | 13F-HR | 7/28/2017 | 000148171417000003 |
Q1 2017 | 52 | 243,755 | BND, MGC, VTI, VV | 13F-HR | 4/12/2017 | 000148171417000002 |
Q4 2016 | 45 | 230,308 | BND, MGC, IVV, VV | 13F-HR | 1/26/2017 | 000148171417000001 |
Q3 2016 | 45 | 224,820 | BND, MGC, IVV, VV | 13F-HR | 10/13/2016 | 000148171416000008 |
Q2 2016 | 47 | 222,265 | BND, MGC, IVV, VV | 13F-HR | 7/15/2016 | 000148171416000007 |
Q1 2016 | 47 | 217,010 | BND, MGC, IVV, VV | 13F-HR | 4/25/2016 | 000148171416000006 |
Q4 2015 | 49 | 211,859 | MGC, BND, IVV, VV | 13F-HR | 2/8/2016 | 000148171416000005 |
Q3 2015 | 39 | 187,492 | MGC, BND, IVV, VTI | 13F-HR | 10/20/2015 | 000148171415000004 |
Q2 2015 | 44 | 197,294 | MGC, BND, IVV, VTI | 13F-HR | 7/24/2015 | 000148171415000003 |
Q1 2015 | 45 | 197,004 | MGC, BND, IVV, VTI | 13F-HR | 4/7/2015 | 000148171415000002 |
Q4 2014 | 43 | 186,635 | MGC, BND, IVV, VTI | 13F-HR | 1/21/2015 | 000148171415000001 |
Q3 2014 | 46 | 177,867 | MGC, BND, IVV, VTI | 13F-HR | 11/6/2014 | 000148171414000004 |
Q2 2014 | 45 | 178,914 | MGC, BND, IVV, VTI | 13F-HR | 7/21/2014 | 000148171414000003 |
Q1 2014 | 48 | 180,454 | MGC, BND, IVV, VTI | 13F-HR | 5/5/2014 | 000148171414000002 |
Q4 2013 | 45 | 192,110 | MGC, BND, IVV, VTI | 13F-HR | 2/10/2014 | 000148171414000001 |