Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 110 | 710,648 | SPY, IJR, VTI, VXUS | 13F-HR | 11/7/2024 | 000108514624005436 |
Q2 2024 | 122 | 653,925 | SPY, IJR, VTI, VXUS | 13F-HR | 7/30/2024 | 000108514624003354 |
Q1 2024 | 125 | 639,936 | SPY, IJR, VTI, VXUS | 13F-HR | 5/1/2024 | 000108514624002164 |
Q4 2023 | 107 | 580,996 | SPY, VTI, IJR, VXUS | 13F-HR | 2/5/2024 | 000108514624000728 |
Q3 2023 | 105 | 531,056 | VTI, SPY, IJR, VXUS | 13F-HR | 11/2/2023 | 000108514623004070 |
Q2 2023 | 107 | 542,896 | VTI, SPY, IJR, VXUS | 13F-HR | 8/2/2023 | 000108514623003019 |
Q1 2023 | 101 | 497,642 | VTI, SPY, IJR, VXUS | 13F-HR | 5/3/2023 | 000108514623002051 |
Q4 2022 | 101 | 470,338 | SPY, IJR, VEU, VXUS | 13F-HR | 2/6/2023 | 000108514623000634 |
Q3 2022 | 82 | 351,596 | SPY, IJR, VEU, VTI | 13F-HR | 11/1/2022 | 000108514622003718 |
Q2 2022 | 100 | 462,747 | SPY, IJR, VEU, VTI | 13F-HR | 8/1/2022 | 000108514622002671 |
Q1 2022 | 97 | 466,950 | SPY, IJR, VEU, IWB | 13F-HR | 5/12/2022 | 000108514622002035 |
Q4 2021 | 104 | 473,802 | SPY, IJR, VEU, IWB | 13F-HR | 2/7/2022 | 000108514622000540 |
Q3 2021 | 103 | 379,152 | SPY, VEU, IJR, IWB | 13F-HR | 11/12/2021 | 000108514621003131 |
Q2 2021 | 95 | 403,736 | SPY, IJR, VEU, IWB | 13F-HR | 8/5/2021 | 000108514621002248 |
Q1 2021 | 94 | 405,529 | SPY, IJR, VEU, IWB | 13F-HR | 4/27/2021 | 000108514621001317 |
Q4 2020 | 72 | 346,386 | SPY, IJR, VEU, IWB | 13F-HR | 2/3/2021 | 000108514621000403 |
Q3 2020 | 84 | 312,452 | SPY, VEU, IJR, IWB | 13F-HR | 10/27/2020 | 000108514620002664 |
Q2 2020 | 84 | 334,053 | SPY, VEU, IJR, IWB | 13F-HR | 8/6/2020 | 000108514620002024 |
Q1 2020 | 78 | 264,725 | SPY, VEU, IJR, IWB | 13F-HR | 5/4/2020 | 000122107320000073 |
Q4 2019 | 76 | 351,139 | SPY, IJR, VEU, IWB | 13F-HR | 2/5/2020 | 000108514620000408 |
Q3 2019 | 75 | 322,606 | SPY, IJR, VEU, IWB | 13F-HR | 10/30/2019 | 000108514619002677 |
Q2 2019 | 77 | 316,425 | SPY, IJR, VEU, IWB | 13F-HR | 7/30/2019 | 000108514619002008 |
Q1 2019 | 77 | 310,598 | SPY, IJR, VEU, IWB | 13F-HR | 5/10/2019 | 000108514619001431 |
Q4 2018 | 75 | 276,167 | SPY, IJR, VEU, IWB | 13F-HR | 1/31/2019 | 000108514619000271 |
Q3 2018 | 77 | 292,573 | SPY, IJR, IWB, RWO | 13F-HR | 10/31/2018 | 000108514618002455 |
Q2 2018 | 95 | 299,293 | SPY, IJR, IWB, RWO | 13F-HR | 8/7/2018 | 000108514618001857 |
Q1 2018 | 106 | 291,312 | SPY, IJR, IWB, RWO | 13F-HR | 4/23/2018 | 000108514618001128 |
Q4 2017 | 91 | 253,922 | SPY, IJR, IWB, RWO | 13F-HR | 1/25/2018 | 000108514618000207 |
Q3 2017 | 53 | 225,550 | SPY, IJR, IWB, RWO | 13F-HR | 11/14/2017 | 000108514617002441 |
Q2 2017 | 54 | 217,216 | SPY, IJR, IWB, RWO | 13F-HR | 7/31/2017 | 000108514617001590 |
Q1 2017 | 56 | 233,769 | SPY, IJR, IWB, ACWI | 13F-HR | 5/2/2017 | 000108514617001061 |
Q4 2016 | 52 | 210,901 | SPY, IJR, IWB, ACWI | 13F-HR | 2/9/2017 | 000108514617000385 |
Q3 2016 | 51 | 208,389 | SPY, IJR, IWB, ACWI | 13F-HR | 11/8/2016 | 000108514616004668 |
Q2 2016 | 49 | 188,286 | SPY, IJR, IWB, RWO | 13F-HR | 8/5/2016 | 000108514616004172 |
Q1 2016 | 63 | 183,427 | SPY, IWB, IJR, RWO | 13F-HR | 5/11/2016 | 000108514616003668 |
Q4 2015 | 48 | 158,343 | SPY, IWB, ACWX, IJR | 13F-HR | 2/11/2016 | 000108514616003014 |