Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 118 | 406,427 | CACI, SCHX, BIV, GLDM | 13F-HR | 10/31/2024 | 000170581924000063 |
Q2 2024 | 111 | 379,465 | CACI, SCHX, BIV, SPY | 13F-HR | 7/16/2024 | 000170581924000038 |
Q1 2024 | 119 | 394,361 | CACI, SCHX, SPY, BIV | 13F-HR | 4/18/2024 | 000170581924000024 |
Q4 2023 | 107 | 350,323 | CACI, SCHX, BIV, SPIB | 13F-HR | 2/1/2024 | 000170581924000013 |
Q3 2023 | 101 | 325,590 | BIV, CACI, SCHX, SPIB | 13F-HR | 10/11/2023 | 000170581923000074 |
Q2 2023 | 107 | 331,840 | BIV, CACI, SCHX, SPY | 13F-HR | 7/18/2023 | 000170581923000061 |
Q1 2023 | 104 | 321,766 | CACI, BIV, GLDM, MTUM | 13F-HR | 4/13/2023 | 000170581923000044 |
Q4 2022 | 106 | 298,570 | CACI, BIV, MTUM, GLDM | RESTATEMENT | 2/15/2023 | 000170581923000036 |
Q3 2022 | 87 | 249,184 | CACI, BIV, EFAV, MTUM | 13F-HR | 10/11/2022 | 000170581922000066 |
Q2 2022 | 90 | 287,749 | CACI, EFAV, MTUM, GLDM | 13F-HR | 7/29/2022 | 000170581922000051 |
Q1 2022 | 100 | 333,380 | EFAV, CACI, BIV, MTUM | 13F-HR | 4/18/2022 | 000170581922000028 |
Q4 2021 | 91 | 306,130 | EFAV, CACI, MTUM, BIV | 13F-HR | 1/13/2022 | 000170581922000006 |
Q3 2021 | 97 | 313,722 | EFAV, BIV, CACI, MTUM | 13F-HR | 10/6/2021 | 000170581921000052 |
Q2 2021 | 94 | 276,897 | EFAV, BIV, MTUM, SPY | 13F-HR | 7/14/2021 | 000170581921000039 |
Q1 2021 | 91 | 271,324 | EFAV, BIV, MTUM, SPY | 13F-HR | 4/15/2021 | 000170581921000027 |
Q4 2020 | 397 | 290,250 | EFAV, BIV, MTUM, SPY | 13F-HR | 2/11/2021 | 000161204121000001 |
Q3 2020 | 408 | 267,392 | BIV, EFAV, MTUM, GLDM | 13F-HR | 11/10/2020 | 000161204120000005 |
Q2 2020 | 414 | 246,603 | AGGP, EFAV, MTUM, SPY | 13F-HR | 8/5/2020 | 000161204120000004 |
Q1 2020 | 413 | 222,552 | AGGP, EFAV, MTUM, SPY | 13F-HR | 4/29/2020 | 000161204120000003 |
Q4 2019 | 342 | 256,272 | AGGP, EFAV, SPY, MTUM | 13F-HR | 1/29/2020 | 000161204120000002 |
Q3 2019 | 343 | 242,914 | AGGP, EFAV, SPY, MTUM | 13F-HR | 10/31/2019 | 000161204119000006 |
Q2 2019 | 347 | 228,168 | AGGP, EFAV, SPY, MTUM | 13F-HR | 8/5/2019 | 000161204119000004 |
Q1 2019 | 366 | 221,620 | AGGP, EFAV, SPY, MTUM | 13F-HR | 4/24/2019 | 000161204119000003 |
Q4 2018 | 362 | 211,451 | AGGP, EFAV, SPY, VWO | 13F-HR | 2/8/2019 | 000161204119000001 |
Q3 2018 | 401 | 220,371 | EFAV, AGGP, MTUM, SPY | 13F-HR | 10/30/2018 | 000161204118000005 |
Q2 2018 | 382 | 208,665 | EFAV, AGGP, MTUM, SPY | 13F-HR | 7/27/2018 | 000161204118000004 |
Q1 2018 | 394 | 196,460 | EFAV, AGGP, SPY, VWO | 13F-HR | 4/24/2018 | 000161204118000003 |
Q4 2017 | 393 | 160,760 | EFAV, SPY, VWO, FM | 13F-HR | 1/30/2018 | 000161204118000001 |
Q3 2017 | 368 | 152,729 | EFAV, SPY, VWO, FM | 13F-HR | 11/9/2017 | 000161204117000005 |
Q2 2017 | 438 | 144,622 | EFAV, SPY, VWO, SCHP | 13F-HR | 8/7/2017 | 000161204117000004 |
Q1 2017 | 372 | 138,713 | EFAV, SPY, VWO, SCHP | 13F-HR | 4/28/2017 | 000161204117000003 |
Q4 2016 | 413 | 111,978 | SPY, VWO, SCHP, SCHA | 13F-HR | 1/31/2017 | 000161204117000002 |
Q3 2016 | 413 | 93,655 | SPY, VWO, FM, SCHA | 13F-HR | 10/26/2016 | 000161204116000014 |
Q2 2016 | 421 | 90,123 | SPY, VWO, FM, SCHA | 13F-HR | 7/22/2016 | 000161204116000013 |
Q1 2016 | 665 | 109,712 | SPY, EFAV, VWO, FM | RESTATEMENT | 5/13/2016 | 000161204116000012 |
Q4 2015 | 528 | 125,154 | SPY, EFAV, VWO, BNDX | 13F-HR | 1/29/2016 | 000161204116000010 |
Q3 2015 | 406 | 80,387 | EFAV, VWO, SCHA, FM | 13F-HR | 10/21/2015 | 000161204115000008 |
Q2 2015 | 395 | 91,913 | SPY, VWO, SCHA, TRV | 13F-HR | 8/3/2015 | 000161204115000004 |
Q1 2015 | 371 | 98,229 | SPY, EFAV, VWO, FM | RESTATEMENT | 8/4/2015 | 000161204115000007 |
Q4 2014 | 361 | 94,112 | SPY, EFAV, VWO, FM | RESTATEMENT | 8/3/2015 | 000161204115000006 |