Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 93 | 382,515 | VOOV, VOOG, AGG, FBND | 13F-HR | 11/14/2024 | 000110465924118700 |
Q2 2024 | 90 | 346,204 | VOOV, VOOG, AGG, FBND | 13F-HR | 8/13/2024 | 000110465924088764 |
Q1 2024 | 87 | 344,855 | VOOV, VOOG, AGG, FBND | 13F-HR | 5/13/2024 | 000110465924060481 |
Q4 2023 | 83 | 323,319 | VOOV, AGG, VOOG, FBND | 13F-HR | 2/13/2024 | 000110465924019721 |
Q3 2023 | 78 | 285,366 | VOOV, AGG, VOOG, FBND | 13F-HR | 11/13/2023 | 000110465923117450 |
Q2 2023 | 79 | 292,267 | VOOV, RPG, AGG, FBND | 13F-HR | 8/11/2023 | 000110465923090240 |
Q1 2023 | 77 | 281,682 | VOOV, RPG, AGG, FBND | 13F-HR | 5/15/2023 | 000110465923060901 |
Q4 2022 | 75 | 272,443 | VOOV, RPG, AGG, FBND | 13F-HR | 2/13/2023 | 000110465923019538 |
Q3 2022 | 67 | 237,179 | VOOV, AGG, RPG, FBND | 13F-HR | 11/14/2022 | 000110465922117899 |
Q2 2022 | 71 | 246,175 | VOOV, RPG, AGG, FBND | 13F-HR | 8/9/2022 | 000110465922087772 |
Q1 2022 | 79 | 277,813 | VOOV, AGG, RPG, FBND | 13F-HR | 5/16/2022 | 000110465922060986 |
Q4 2021 | 76 | 280,207 | VOOV, RPG, AGG, FBND | 13F-HR | 1/10/2022 | 000110465922002564 |
Q3 2021 | 78 | 260,093 | VOOV, AGG, RPG, FBND | 13F-HR | 11/15/2021 | 000110465921139035 |
Q2 2021 | 76 | 259,410 | VOOV, RPG, AGG, FBND | 13F-HR | 8/9/2021 | 000110465921102167 |
Q1 2021 | 74 | 242,908 | VOOV, AGG, RPG, FBND | 13F-HR | 5/13/2021 | 000110465921065694 |
Q4 2020 | 70 | 229,600 | VOOV, RPG, AGG, FBND | 13F-HR | 2/16/2021 | 000110465921022728 |
Q3 2020 | 67 | 190,015 | RPG, VOOV, AGG, FBND | 13F-HR | 11/12/2020 | 000110465920124115 |
Q2 2020 | 66 | 171,229 | RPG, VOOV, AGG, FBND | 13F-HR | 8/11/2020 | 000110465920093226 |
Q1 2020 | 57 | 144,600 | AGG, RPG, FBND, DWM | 13F-HR | 4/1/2020 | 000110465920041891 |
Q4 2019 | 75 | 184,709 | RPV, RPG, AGG, FBND | 13F-HR | 2/10/2020 | 000110465920012636 |
Q3 2019 | 75 | 172,887 | RPV, AGG, RPG, FBND | 13F-HR | 11/8/2019 | 000110465919061490 |
Q2 2019 | 69 | 154,999 | RPV, RPG, FBND, DWM | 13F-HR | 8/12/2019 | 000114420419038965 |
Q1 2019 | 42 | 133,385 | RPV, RPG, AGG, DWM | 13F-HR | 5/13/2019 | 000114420419025436 |
Q4 2018 | 43 | 129,793 | AGG, RPV, RPG, FBND | 13F-HR | 2/4/2019 | 000114420419004587 |
Q3 2018 | 37 | 129,670 | RPV, RPG, DWM, SCZ | 13F-HR | 11/14/2018 | 000114420418060007 |
Q2 2018 | 36 | 112,097 | RPV, RPG, DWM, SCZ | 13F-HR | 8/14/2018 | 000114420418044490 |
Q1 2018 | 39 | 115,541 | RPV, RPG, DWM, SCZ | 13F-HR | 8/14/2018 | 000114420418044485 |
Q4 2017 | 27 | 106,174 | RPV, RPG, DWM, SCZ | 13F-HR | 8/14/2018 | 000114420418044483 |