Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 57 | 338,045 | VTI, MGV, AGG, BLV | 13F-HR | 10/7/2024 | 000163534224000006 |
Q2 2024 | 53 | 319,498 | VTI, MGV, AGG, BLV | 13F-HR | 7/15/2024 | 000163534224000005 |
Q1 2024 | 60 | 315,610 | VTI, MGV, AGG, BLV | 13F-HR | 5/3/2024 | 000163534224000003 |
Q4 2023 | 48 | 298,284 | VTI, IWB, AGG, BLV | 13F-HR | 1/18/2024 | 000163534224000001 |
Q3 2023 | 45 | 271,028 | VTI, AGG, IWB, BLV | 13F-HR | 10/16/2023 | 000163534223000004 |
Q2 2023 | 47 | 278,876 | VTI, IWB, AGG, BLV | 13F-HR | 7/11/2023 | 000163534223000003 |
Q1 2023 | 51 | 264,282 | VTI, IWB, AGG, VCSH | 13F-HR | 4/25/2023 | 000163534223000002 |
Q4 2022 | 48 | 237,837 | VTI, IWB, AGG, VCSH | 13F-HR | 1/10/2023 | 000163534223000001 |
Q3 2022 | 50 | 226,297 | VTI, IWB, AGG, VCSH | 13F-HR | 10/6/2022 | 000163534222000004 |
Q2 2022 | 49 | 231,884 | VTI, AGG, IWB, VCSH | 13F-HR | 7/14/2022 | 000163534222000003 |
Q1 2022 | 52 | 265,754 | VTI, IWB, AGG, VCSH | 13F-HR | 4/12/2022 | 000163534222000002 |
Q4 2021 | 46 | 262,474 | VTI, IWB, AGG, VCSH | 13F-HR | 1/18/2022 | 000163534222000001 |
Q3 2021 | 51 | 249,445 | VTI, IWB, AGG, VCSH | 13F-HR | 10/7/2021 | 000163534221000004 |
Q2 2021 | 54 | 247,149 | VTI, AGG, IWB, MGK | 13F-HR | 7/15/2021 | 000163534221000003 |
Q1 2021 | 50 | 225,810 | VTI, AGG, IWB, VCSH | 13F-HR | 4/15/2021 | 000163534221000002 |
Q4 2020 | 48 | 217,514 | VTI, AGG, IWB, VCSH | 13F-HR | 1/19/2021 | 000163534221000001 |
Q3 2020 | 39 | 191,382 | VTI, AGG, IWB, VCSH | 13F-HR | 10/14/2020 | 000163534220000004 |
Q2 2020 | 41 | 183,216 | VTI, AGG, IWB, VCSH | 13F-HR | 7/16/2020 | 000163534220000003 |
Q1 2020 | 32 | 156,494 | VTI, AGG, IWB, VCSH | 13F-HR | 4/13/2020 | 000163534220000002 |
Q4 2019 | 34 | 189,457 | VTI, AGG, IWB, IVE | 13F-HR | 1/13/2020 | 000163534220000001 |
Q3 2019 | 32 | 174,378 | AGG, VTI, IWB, IVE | 13F-HR | 10/21/2019 | 000163534219000004 |
Q2 2019 | 35 | 187,817 | VTI, AGG, IWB, MGK | 13F-HR | 7/9/2019 | 000163534219000003 |
Q1 2019 | 34 | 165,410 | VTI, AGG, IWB, IVE | 13F-HR | 4/4/2019 | 000163534219000002 |
Q4 2018 | 32 | 149,607 | AGG, VTI, IWB, IVE | 13F-HR | 1/14/2019 | 000163534219000001 |
Q3 2018 | 29 | 164,496 | VTI, AGG, IWB, VEA | 13F-HR | 10/4/2018 | 000163534218000004 |
Q2 2018 | 24 | 155,007 | VTI, AGG, IWB, VEA | 13F-HR | 7/12/2018 | 000163534218000003 |
Q1 2018 | 23 | 151,233 | AGG, VTI, IWB, VEA | 13F-HR | 4/6/2018 | 000163534218000002 |
Q4 2017 | 23 | 148,778 | AGG, VTI, IWB, VEA | 13F-HR | 1/10/2018 | 000163534218000001 |
Q3 2017 | 22 | 140,745 | AGG, VTI, IWB, VEA | 13F-HR | 10/18/2017 | 000163534217000004 |
Q2 2017 | 20 | 139,276 | AGG, VTI, IWB, VEA | 13F-HR | 7/11/2017 | 000163534217000003 |
Q1 2017 | 19 | 135,200 | VTI, AGG, IWB, VCSH | 13F-HR | 4/6/2017 | 000163534217000002 |
Q4 2016 | 20 | 127,114 | AGG, VTI, IWB, VEA | 13F-HR | 1/19/2017 | 000163534217000001 |
Q3 2016 | 23 | 125,507 | VTI, AGG, VEA, VCSH | 13F-HR | 10/11/2016 | 000163534216000012 |
Q2 2016 | 24 | 114,052 | VTI, AGG, VEA, VCSH | 13F-HR | 7/12/2016 | 000163534216000011 |
Q1 2016 | 26 | 116,742 | VTI, AGG, VCSH, VEA | 13F-HR | 4/12/2016 | 000163534216000010 |
Q4 2015 | 24 | 113,461 | VTI, AGG, VCSH, VEA | 13F-HR | 1/14/2016 | 000163534216000008 |
Q3 2015 | 21 | 106,438 | AGG, VTI, VCSH, VEA | 13F-HR | 10/15/2015 | 000163534215000007 |
Q2 2015 | 20 | 112,173 | AGG, VTI, VCSH, VEA | 13F-HR | 7/16/2015 | 000163534215000005 |
Q1 2015 | 18 | 112,252 | AGG, VTI, VCSH, VEA | 13F-HR | 4/16/2015 | 000163534215000004 |
Q4 2014 | 19 | 106,458 | BSV, VTI, VCSH, VEA | 13F-HR | 3/10/2015 | 000163534215000002 |