Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 981 | 1,054,539 | BIL, AAPL, NVDA, JPST | 13F-HR | 10/30/2024 | 000139834424019637 |
Q2 2024 | 966 | 969,321 | BIL, AAPL, NVDA, JPST | 13F-HR | 8/14/2024 | 000139834424014629 |
Q1 2024 | 952 | 933,733 | BIL, AAPL, JPST, VGSH | 13F-HR | 4/25/2024 | 000139834424007756 |
Q4 2023 | 978 | 1,081,045 | BIL, JPST, VGSH, QUAL | 13F-HR | 2/1/2024 | 000139834424001616 |
Q3 2023 | 945 | 1,021,427 | BIL, JPST, VGSH, QUAL | 13F-HR | 11/2/2023 | 000139834423020060 |
Q2 2023 | 875 | 1,011,026 | BIL, JPST, VGSH, AAPL | 13F-HR | 7/28/2023 | 000139834423013665 |
Q1 2023 | 873 | 846,860 | JPST, VGSH, QUAL, AAPL | 13F-HR | 4/21/2023 | 000139834423007562 |
Q4 2022 | 802 | 842,681 | JPST, VGSH, QUAL, AAPL | 13F-HR | 2/3/2023 | 000139834423001935 |
Q3 2022 | 812 | 771,588 | JPST, VGSH, AAPL, QUAL | 13F-HR | 10/26/2022 | 000139834422020718 |
Q2 2022 | 826 | 825,608 | JPST, QUAL, AAPL, VT | 13F-HR | 7/22/2022 | 000139834422013890 |
Q1 2022 | 837 | 918,607 | JPST, QQQ, AAPL, QUAL | 13F-HR | 5/3/2022 | 000139834422008592 |
Q4 2021 | 812 | 844,100 | JPST, AAPL, QUAL, RSP | 13F-HR | 2/1/2022 | 000139834422001588 |
Q3 2021 | 758 | 791,175 | JPST, RSP, QUAL, AAPL | 13F-HR | 10/28/2021 | 000139834421020520 |
Q2 2021 | 779 | 795,553 | RSP, GOVT, QUAL, IEI | 13F-HR | 7/27/2021 | 000139834421014837 |
Q1 2021 | 727 | 708,193 | RSP, GOVT, IEI, QUAL | 13F-HR | 5/5/2021 | 000139834421009694 |
Q4 2020 | 705 | 673,540 | MUB, RSP, AAPL, GOVT | 13F-HR | 1/25/2021 | 000139834421001245 |
Q3 2020 | 630 | 531,334 | BIL, AAPL, MUB, RSP | 13F-HR | 10/19/2020 | 000139834420020294 |
Q2 2020 | 578 | 493,740 | QUAL, BIL, AAPL, MUB | 13F-HR | 8/5/2020 | 000139834420015018 |
Q1 2020 | 567 | 409,673 | QUAL, BIL, SHY, AAPL | 13F-HR | 4/28/2020 | 000139834420008632 |
Q4 2019 | 553 | 373,674 | BIL, QUAL, SHY, VTI | 13F-HR | 2/4/2020 | 000139834420002081 |
Q3 2019 | 1,425 | 358,559 | BIL, SHY, MTUM, VTI | 13F-HR | 10/17/2019 | 000139834419018014 |
Q2 2019 | 1,440 | 328,912 | BIL, MTUM, QUAL, VTI | 13F-HR | 8/8/2019 | 000139834419013752 |
Q1 2019 | 1,258 | 268,493 | BIL, MTUM, QUAL, VTI | 13F-HR | 4/23/2019 | 000139834419006866 |
Q4 2018 | 1,248 | 234,138 | BIL, MTUM, IEF, VTI | 13F-HR | 2/4/2019 | 000139834419001931 |
Q3 2018 | 222 | 213,476 | BIL, MTUM, VTI, XLU | 13F-HR | 10/30/2018 | 000139834418015629 |
Q2 2018 | 213 | 199,857 | TOTL, MTUM, VTI, XLF | RESTATEMENT | 10/31/2018 | 000139834418015676 |
Q1 2018 | 190 | 179,224 | TOTL, VTI, VT, XLF | RESTATEMENT | 10/31/2018 | 000139834418015679 |
Q4 2017 | 186 | 170,431 | TOTL, VT, VTI, XLF | 13F-HR | 1/31/2018 | 000139834418001279 |
Q3 2017 | 174 | 162,849 | TOTL, VTI, VT, XLF | 13F-HR | 10/31/2017 | 000139834417013961 |
Q2 2017 | 164 | 151,808 | TOTL, VTI, VT, QQQE | 13F-HR | 7/31/2017 | 000139834417009293 |
Q1 2017 | 143 | 136,425 | TOTL, VTI, QQQE, VT | 13F-HR | 5/2/2017 | 000139834417005747 |
Q4 2016 | 125 | 115,409 | TOTL, VTI, QQQE, VT | 13F-HR | 2/6/2017 | 000139834417001365 |