Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 212 | 1,963,540 | VOO, MGK, SJNK, JNK | 13F-HR | 8/9/2024 | 000139834424014198 |
Q1 2024 | 220 | 1,880,872 | VOO, SJNK, EWJ, MGK | 13F-HR | 5/14/2024 | 000139834424009592 |
Q4 2023 | 198 | 1,658,640 | VOO, SCHG, VCLT, IWM | 13F-HR | 2/13/2024 | 000139834424002837 |
Q3 2023 | 183 | 1,277,207 | VOO, SCHG, BKLN, VXUS | 13F-HR | 11/9/2023 | 000139834423020331 |
Q2 2023 | 160 | 1,186,197 | VOO, SCHG, EWJ, VXUS | 13F-HR | 8/10/2023 | 000139834423014514 |
Q1 2023 | 155 | 1,215,227 | VOO, VEA, SCHG, VTV | 13F-HR | 5/15/2023 | 000139834423009861 |
Q4 2022 | 111 | 1,168,102 | VTV, VEA, VPL, VOO | 13F-HR | 2/14/2023 | 000139834423003415 |
Q3 2022 | 47 | 962,023 | VOO, VTV, HDV, ESGV | 13F-HR | 11/3/2022 | 000139834422021343 |
Q2 2022 | 110 | 1,093,634 | SPYD, VOO, HDV, JPST | 13F-HR | 8/4/2022 | 000139834422014769 |
Q1 2022 | 120 | 1,448,766 | VOO, SPYD, SRLN, VLUE | 13F-HR | 5/16/2022 | 000139834422009769 |
Q4 2021 | 217 | 2,009,413 | VOO, SRLN, SJNK, FALN | 13F-HR | 2/14/2022 | 000139834422003231 |
Q3 2021 | 241 | 1,717,207 | VOO, FALN, SJNK, SRLN | 13F-HR | 11/15/2021 | 000139834421021588 |
Q2 2021 | 124 | 1,600,056 | IWN, IVLU, SPYV, SJNK | 13F-HR | 8/3/2021 | 000153569521000006 |
Q1 2021 | 115 | 1,286,792 | IWN, SJNK, IWM, SPYV | 13F-HR | 5/17/2021 | 000153569521000004 |
Q4 2020 | 109 | 991,341 | IWM, SJNK, MGK, VOO | 13F-HR | 2/8/2021 | 000153569521000001 |
Q3 2020 | 101 | 799,054 | MGK, VOO, LQD, CMBS | 13F-HR | 11/10/2020 | 000153569520000008 |
Q2 2020 | 102 | 705,846 | MGK, VOO, LQD, VTWO | 13F-HR | 8/13/2020 | 000180900120000004 |
Q1 2020 | 112 | 370,972 | VTI, VOO, MGK, VT | 13F-HR | 5/6/2020 | 000153569520000006 |
Q4 2019 | 86 | 496,655 | VTI, VOO, MSFT, PFF | 13F-HR | 1/29/2020 | 000153569520000005 |
Q3 2019 | 77 | 463,383 | VTI, VOO, SPY, PFF | 13F-HR | 11/1/2019 | 000153569519000004 |
Q2 2019 | 69 | 407,471 | VTI, VTV, VOO, SPY | 13F-HR | 8/9/2019 | 000117266119001657 |
Q1 2019 | 45 | 105,336 | EWJ, VOO, BKLN, SJNK | 13F-HR | 5/9/2019 | 000117266119001136 |
Q4 2018 | 32 | 115,397 | EWJ, AGG, VOO, EFA | 13F-HR | 2/7/2019 | 000117266119000337 |