Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 1,554 | 806,300 | SPY, IWF, CZR, VIG | 13F-HR | 10/24/2024 | 000159787824000005 |
Q2 2024 | 1,584 | 770,503 | SPY, IWF, CZR, VIG | 13F-HR | 7/25/2024 | 000159787824000003 |
Q1 2024 | 1,548 | 767,113 | SPY, IWF, CZR, VIG | 13F-HR | 4/18/2024 | 000159787824000002 |
Q4 2023 | 1,424 | 712,289 | SPY, CZR, IWF, VIG | 13F-HR | 2/2/2024 | 000159787824000001 |
Q3 2023 | 1,444 | 652,763 | SPY, CZR, IWF, VIG | 13F-HR | 10/27/2023 | 000159787823000005 |
Q2 2023 | 1,443 | 669,328 | SPY, CZR, IWF, VIG | 13F-HR | 7/26/2023 | 000159787823000004 |
Q1 2023 | 1,403 | 608,372 | SPY, CZR, IWF, VIG | 13F-HR | 5/3/2023 | 000159787823000003 |
Q4 2022 | 1,510 | 575,633 | SPY, IWF, VIG, SDY | 13F-HR | 2/7/2023 | 000159787823000001 |
Q3 2022 | 1,477 | 513,664 | SPY, IWF, VIG, SDY | 13F-HR | 11/9/2022 | 000159787822000004 |
Q2 2022 | 1,184 | 533,901 | SPY, IWF, VIG, SDY | 13F-HR | 8/5/2022 | 000159787822000003 |
Q1 2022 | 1,121 | 601,476 | SPY, IWF, VIG, USMV | 13F-HR | 5/9/2022 | 000159787822000002 |
Q4 2021 | 979 | 619,743 | SPY, IWF, VIG, USMV | 13F-HR | 2/8/2022 | 000159787822000001 |
Q3 2021 | 506 | 560,276 | SPY, IWF, BALY, VIG | 13F-HR | 11/12/2021 | 000159787821000004 |
Q2 2021 | 484 | 557,296 | SPY, IWF, BALY, VIG | 13F-HR | 8/10/2021 | 000159787821000003 |
Q1 2021 | 484 | 544,958 | BALY, SPY, IWF, VIG | 13F-HR | 5/13/2021 | 000159787821000002 |
Q4 2020 | 456 | 452,974 | SPY, IWF, VIG, USMV | 13F-HR | 2/10/2021 | 000159787821000001 |
Q3 2020 | 455 | 400,894 | SPY, IWF, USMV, VIG | 13F-HR | 11/3/2020 | 000159787820000005 |
Q2 2020 | 453 | 378,829 | SPY, IWF, USMV, VIG | 13F-HR | 8/6/2020 | 000159787820000004 |
Q1 2020 | 477 | 318,987 | SPY, IWF, USMV, VIG | 13F-HR | 5/8/2020 | 000159787820000002 |
Q4 2019 | 423 | 392,231 | SPY, IWF, USMV, VIG | 13F-HR | 2/3/2020 | 000159787820000001 |
Q3 2019 | 419 | 361,315 | SPY, IWF, VIG, USMV | 13F-HR | 10/23/2019 | 000159787819000004 |
Q2 2019 | 448 | 353,897 | SPY, IWF, USMV, VIG | 13F-HR | 7/31/2019 | 000159787819000003 |
Q1 2019 | 439 | 369,712 | SPY, IWF, USMV, VIG | 13F-HR | 5/1/2019 | 000159787819000002 |
Q4 2018 | 452 | 338,918 | SPY, IWF, USMV, VIG | 13F-HR | 1/29/2019 | 000159787819000001 |
Q3 2018 | 484 | 354,366 | SPY, IWF, USMV, VIG | 13F-HR | 10/24/2018 | 000159787818000004 |
Q2 2018 | 410 | 320,112 | SPY, IWF, USMV, VIG | 13F-HR | 7/20/2018 | 000159787818000003 |
Q1 2018 | 395 | 308,959 | SPY, IWF, USMV, VIG | 13F-HR | 4/23/2018 | 000159787818000002 |
Q4 2017 | 404 | 303,089 | SPY, IWF, USMV, IWD | 13F-HR | 1/16/2018 | 000159787818000001 |
Q3 2017 | 406 | 285,174 | SPY, IWF, USMV, IWD | 13F-HR | 10/25/2017 | 000159787817000004 |
Q2 2017 | 399 | 272,010 | SPY, IWF, USMV, IWD | 13F-HR | 7/26/2017 | 000159787817000003 |
Q1 2017 | 387 | 259,593 | SPY, IWF, USMV, IWD | 13F-HR | 4/19/2017 | 000159787817000002 |
Q4 2016 | 397 | 242,144 | SPY, IWF, USMV, IWD | 13F-HR | 1/20/2017 | 000159787817000001 |
Q3 2016 | 371 | 227,362 | SPY, IWF, USMV, IWD | 13F-HR | 10/14/2016 | 000159787816000008 |
Q2 2016 | 354 | 212,834 | SPY, IWF, USMV, IWD | 13F-HR | 7/13/2016 | 000159787816000007 |
Q1 2016 | 347 | 200,911 | SPY, IWF, USMV, IWD | 13F-HR | 4/15/2016 | 000159787816000006 |
Q4 2015 | 343 | 191,881 | SPY, IWF, USMV, IWD | 13F-HR | 1/25/2016 | 000159787816000005 |
Q3 2015 | 342 | 181,310 | SPY, IWF, USMV, IWD | 13F-HR | 10/20/2015 | 000159787815000004 |
Q2 2015 | 354 | 193,029 | SPY, IWF, IWD, USMV | 13F-HR | 7/14/2015 | 000159787815000003 |
Q1 2015 | 341 | 192,824 | SPY, IWF, IWD, SDY | 13F-HR | 4/22/2015 | 000159787815000002 |
Q4 2014 | 322 | 183,538 | SPY, IWF, IWD, SDY | 13F-HR | 1/29/2015 | 000159787815000001 |
Q3 2014 | 325 | 175,764 | SPY, IWF, IWD, SDY | 13F-HR | 10/29/2014 | 000159787814000005 |
Q2 2014 | 332 | 178,329 | SPY, IWF, IWD, SDY | RESTATEMENT | 7/25/2014 | 000159787814000004 |
Q1 2014 | 345 | 170,105 | SPY, IWF, IWD, SDY | 13F-HR | 4/9/2014 | 000159787814000002 |
Q4 2013 | 316 | 150,598 | SPY, IWF, IWD, IJK | 13F-HR | 1/24/2014 | 000159787814000001 |