Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 217 | 361,297 | VIG, IWF, SPY, QQQ | 13F-HR | 10/18/2024 | 000106299324017783 |
Q2 2024 | 207 | 340,083 | IWF, VIG, QQQ, SPY | 13F-HR | 7/18/2024 | 000106299324013908 |
Q1 2024 | 201 | 318,628 | VIG, IWF, VTV, SPY | 13F-HR | 4/19/2024 | 000106299324008574 |
Q4 2023 | 194 | 282,171 | VIG, IWF, VTV, SPY | 13F-HR | 1/25/2024 | 000106299324001322 |
Q3 2023 | 193 | 273,485 | VIG, IWF, VTV, SPY | 13F-HR | 10/25/2023 | 000106299323019689 |
Q2 2023 | 198 | 285,923 | VIG, IWF, VTV, SPY | 13F-HR | 7/21/2023 | 000106299323015149 |
Q1 2023 | 195 | 269,884 | VIG, IWF, VTV, SPY | RESTATEMENT | 7/20/2023 | 000106299323015109 |
Q4 2022 | 198 | 266,057 | VIG, IWF, VTV, SPY | 13F-HR | 1/13/2023 | 000106299323000913 |
Q3 2022 | 199 | 271,078 | VIG, IWF, AGG, VTV | 13F-HR | 10/11/2022 | 000106299322020675 |
Q2 2022 | 202 | 295,585 | VIG, IWF, AGG, VTV | 13F-HR | 7/6/2022 | 000106299322016070 |
Q1 2022 | 213 | 366,174 | IWF, VIG, AGG, VTV | 13F-HR | 4/12/2022 | 000106299322010077 |
Q4 2021 | 216 | 400,928 | IWF, VIG, AGG, VTV | 13F-HR | 1/13/2022 | 000106299322001014 |
Q3 2021 | 206 | 368,819 | IWF, VIG, AGG, SPY | 13F-HR | 10/19/2021 | 000106299321009715 |
Q2 2021 | 204 | 368,508 | IWF, VIG, AGG, TLT | 13F-HR | 7/12/2021 | 000106299321006461 |
Q1 2021 | 199 | 341,245 | VIG, IWF, AGG, SPAB | 13F-HR | 4/12/2021 | 000106299321003551 |
Q4 2020 | 192 | 323,567 | VIG, IWF, AGG, TLT | 13F-HR | 1/26/2021 | 000106299321000619 |
Q3 2020 | 180 | 290,266 | VIG, IWF, AGG, TLT | 13F-HR | 10/13/2020 | 000106299320004891 |
Q2 2020 | 174 | 258,752 | VIG, IWF, AGG, TLT | 13F-HR | 7/7/2020 | 000106299320003176 |
Q1 2020 | 167 | 202,576 | VIG, IWF, AGG, TLT | 13F-HR | 4/8/2020 | 000106299320001689 |
Q4 2019 | 186 | 269,190 | VIG, IWF, SPAB, TLT | 13F-HR | 1/10/2020 | 000106299320000102 |
Q3 2019 | 180 | 249,526 | VIG, IWF, SPAB, TLT | 13F-HR | 10/10/2019 | 000106299319003869 |
Q2 2019 | 178 | 234,367 | VIG, IWF, TLT, AGG | 13F-HR | 7/12/2019 | 000106299319002892 |
Q1 2019 | 180 | 227,541 | VIG, IWF, TLT, AGG | 13F-HR | 4/18/2019 | 000106299319001796 |
Q4 2018 | 186 | 221,141 | VIG, IWF, TLT, AGG | 13F-HR | 1/17/2019 | 000106299319000241 |
Q3 2018 | 204 | 263,191 | VIG, IWF, LQD, AGG | 13F-HR | 10/10/2018 | 000106299318004024 |
Q2 2018 | 193 | 239,261 | VIG, LQD, IWF, AGG | 13F-HR | 7/30/2018 | 000106299318003055 |
Q1 2018 | 189 | 232,442 | VIG, LQD, IWF, AGG | 13F-HR | 4/18/2018 | 000106299318001712 |
Q4 2017 | 199 | 237,262 | VIG, LQD, IWF, AGG | 13F-HR | 1/16/2018 | 000106299318000178 |
Q3 2017 | 177 | 221,451 | VIG, LQD, IWF, AGG | 13F-HR | 10/20/2017 | 000106299317004518 |
Q2 2017 | 157 | 207,914 | VIG, LQD, IWF, AGG | 13F-HR | 7/24/2017 | 000106299317003361 |
Q1 2017 | 143 | 194,792 | VIG, LQD, IWF, AGG | 13F-HR | 4/11/2017 | 000106299317001827 |
Q4 2016 | 121 | 168,825 | VIG, LQD, IWF, AGG | 13F-HR | 1/19/2017 | 000106299317000264 |
Q3 2016 | 114 | 170,320 | VIG, LQD, IWF, AGG | 13F-HR | 10/11/2016 | 000106299316011677 |
Q2 2016 | 103 | 164,809 | VIG, LQD, IWF, AGG | 13F-HR | 7/25/2016 | 000106299316010684 |
Q1 2016 | 91 | 153,342 | VIG, LQD, IWF, AGG | 13F-HR | 4/12/2016 | 000106299316008887 |
Q4 2015 | 98 | 166,776 | VIG, IWF, LQD, AGG | 13F-HR | 1/26/2016 | 000106299316007291 |
Q3 2015 | 89 | 157,245 | VIG, IWF, LQD, AGG | 13F-HR | 10/9/2015 | 000106299315005343 |
Q2 2015 | 92 | 171,089 | VIG, IWF, LQD, AGG | 13F-HR | 7/21/2015 | 000106299315003952 |
Q1 2015 | 92 | 169,474 | VIG, IWF, LQD, AGG | 13F-HR | 4/30/2015 | 000106299315002273 |
Q4 2014 | 92 | 154,022 | VIG, IWF, LQD, AGG | 13F-HR | 1/26/2015 | 000106299315000305 |
Q3 2014 | 95 | 155,634 | VIG, LQD, IWF, GILD | 13F-HR | 10/22/2014 | 000106299314006093 |
Q2 2014 | 92 | 154,756 | VIG, LQD, JNK, VGK | 13F-HR | 7/30/2014 | 000106299314004437 |
Q1 2014 | 84 | 126,849 | VIG, LQD, JNK, GILD | 13F-HR | 5/8/2014 | 000106299314002639 |
Q4 2013 | 76 | 106,747 | VIG, LQD, GILD, JNK | 13F-HR | 2/4/2014 | 000106299314000491 |