Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2021 | 476 | 4,465,058 | VTI, VIG, VXUS, JPST | 13F-HR | 12/8/2021 | 000117266121002424 |
Q2 2021 | 489 | 4,295,455 | VTI, VIG, VXUS, JPST | 13F-HR | 8/9/2021 | 000117266121001584 |
Q1 2021 | 415 | 3,865,572 | VTI, VIG, VXUS, JPST | 13F-HR | 5/17/2021 | 000117266121001353 |
Q4 2020 | 397 | 3,523,098 | VTI, VIG, VXUS, JPST | 13F-HR | 2/16/2021 | 000117266121000801 |
Q3 2020 | 340 | 2,918,595 | VTI, VIG, JPST, MINT | 13F-HR | 11/12/2020 | 000117266120002087 |
Q2 2020 | 317 | 2,483,373 | VTI, VIG, JPST, MINT | 13F-HR | 8/13/2020 | 000117266120001674 |
Q1 2020 | 303 | 1,767,630 | VTI, VIG, IVW, VXUS | 13F-HR | 5/8/2020 | 000117266120001163 |
Q4 2019 | 362 | 2,152,355 | VTI, VIG, IVW, VXUS | 13F-HR | 2/13/2020 | 000117266120000445 |
Q3 2019 | 340 | 1,941,066 | VTI, VIG, IVW, VXUS | 13F-HR | 11/5/2019 | 000117266119002115 |
Q2 2019 | 346 | 1,890,054 | VTI, VIG, IVW, VXUS | 13F-HR | 8/5/2019 | 000117266119001610 |
Q1 2019 | 316 | 1,921,432 | VTI, VIG, MINT, IVW | 13F-HR | 5/14/2019 | 000117266119001219 |
Q4 2018 | 296 | 1,695,951 | VTI, VIG, MINT, IVW | 13F-HR | 2/6/2019 | 000117266119000316 |
Q3 2018 | 321 | 1,657,892 | VTI, VIG, MINT, IVW | 13F-HR | 11/13/2018 | 000117266118001991 |
Q2 2018 | 319 | 1,376,594 | VTI, VIG, IVW, VXUS | 13F-HR | 8/9/2018 | 000117266118001478 |
Q1 2018 | 333 | 1,442,158 | VTI, VIG, IVW, MLPI | 13F-HR | 5/15/2018 | 000117266118001202 |
Q4 2017 | 336 | 1,459,495 | VTI, VIG, IVW, MLPI | 13F-HR | 2/9/2018 | 000117266118000333 |
Q3 2017 | 322 | 1,266,187 | VTI, VIG, IVW, MLPI | 13F-HR | 11/14/2017 | 000117266117002095 |
Q2 2017 | 284 | 1,138,350 | VTI, VIG, IVW, MLPI | 13F-HR | 8/8/2017 | 000117266117001498 |
Q1 2017 | 295 | 1,158,801 | VTI, VIG, IVW, MLPI | 13F-HR | 5/11/2017 | 000117266117001011 |
Q4 2016 | 272 | 1,106,180 | VTI, VIG, IVW, MLPI | 13F-HR | 2/10/2017 | 000117266117000365 |
Q3 2016 | 273 | 1,090,861 | VTI, VIG, IVW, VXUS | 13F-HR | 11/4/2016 | 000117266116004099 |
Q2 2016 | 262 | 1,051,458 | VTI, VIG, IVW, VXUS | 13F-HR | 8/10/2016 | 000117266116003693 |
Q1 2016 | 259 | 1,013,303 | VTI, VIG, IVW, VXUS | 13F-HR | 5/12/2016 | 000117266116003234 |
Q4 2015 | 253 | 1,097,187 | VTI, VIG, MLPI, IVW | 13F-HR | 2/10/2016 | 000117266116002536 |
Q3 2015 | 261 | 949,867 | VTI, VIG, VXUS, SCHD | 13F-HR | 11/10/2015 | 000117266115001905 |
Q2 2015 | 260 | 1,023,217 | VTI, VIG, VXUS, SCHD | 13F-HR | 7/29/2015 | 000117266115001398 |
Q1 2015 | 248 | 1,018,835 | VTI, VIG, VXUS, MLPI | 13F-HR | 5/13/2015 | 000117266115001051 |
Q4 2014 | 228 | 987,489 | VTI, VIG, MLPI, VXUS | 13F-HR | 2/13/2015 | 000117266115000405 |
Q3 2014 | 232 | 989,798 | VTI, VIG, BSV, MLPI | 13F-HR | 11/12/2014 | 000117266114001719 |
Q2 2014 | 201 | 882,326 | VTI, VIG, MLPI, FEZ | RESTATEMENT | 8/11/2014 | 000117266114001329 |
Q1 2014 | 200 | 767,669 | VTI, VIG, FEZ, MLPI | 13F-HR | 5/13/2014 | 000117266114000986 |
Q4 2013 | 187 | 718,960 | VIG, VTI, HDV, FEZ | 13F-HR | 2/6/2014 | 000117266114000236 |