Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 164 | 350,248 | SPY, VYM, VCIT, VCLT | 13F-HR | 11/14/2024 | 000137647424000693 |
Q2 2024 | 162 | 332,098 | SPY, VYM, VCIT, VCLT | 13F-HR | 8/14/2024 | 000137647424000434 |
Q1 2024 | 165 | 327,984 | SPY, VYM, VCIT, VCLT | 13F-HR | 5/14/2024 | 000090901224000056 |
Q4 2023 | 151 | 302,415 | SPY, VYM, VCIT, VCLT | 13F-HR | 2/9/2024 | 000090901224000022 |
Q3 2023 | 147 | 276,978 | SPY, VCIT, VYM, VCLT | 13F-HR | 11/14/2023 | 000090901223000111 |
Q2 2023 | 141 | 282,346 | SPY, VCIT, VYM, VCLT | 13F-HR | 8/3/2023 | 000090901223000080 |
Q1 2023 | 143 | 269,878 | SPY, VCIT, VYM, VCLT | 13F-HR | 5/2/2023 | 000090901223000053 |
Q4 2022 | 139 | 258,542 | SPY, LQD, VYM, VCLT | 13F-HR | 2/10/2023 | 000090901223000023 |
Q3 2022 | 129 | 231,095 | SPY, VCIT, VYM, VCLT | 13F-HR | 11/4/2022 | 000090901222000127 |
Q2 2022 | 138 | 242,418 | SPY, VCIT, VYM, VCLT | 13F-HR | 8/4/2022 | 000090901222000088 |
Q1 2022 | 155 | 250,932 | SPY, VYM, VCIT, QQQ | 13F-HR | 5/5/2022 | 000090901222000062 |
Q4 2021 | 141 | 243,472 | SPY, VYM, QQQ, VCIT | 13F-HR | 2/14/2022 | 000090901222000039 |
Q3 2021 | 136 | 217,190 | SPY, VYM, VWO, VCIT | 13F-HR | 11/4/2021 | 000090901221000139 |
Q2 2021 | 134 | 224,562 | SPY, VYM, GDX, VCIT | 13F-HR | 8/16/2021 | 000090901221000111 |
Q1 2021 | 120 | 207,310 | SPY, VYM, GDX, VCIT | 13F-HR | 5/4/2021 | 000090901221000072 |
Q4 2020 | 115 | 194,800 | SPY, VYM, VGT, VAW | 13F-HR | 1/28/2021 | 000090901221000011 |
Q3 2020 | 102 | 163,878 | SPY, VYM, VGT, VCIT | 13F-HR | 11/3/2020 | 000090901220000143 |
Q2 2020 | 105 | 162,331 | SPY, VYM, VGT, SH | 13F-HR | 7/30/2020 | 000090901220000108 |
Q1 2020 | 109 | 147,196 | SPY, VYM, VCIT, VDC | 13F-HR | 4/21/2020 | 000090901220000060 |
Q4 2019 | 131 | 195,283 | SPY, VYM, VGT, VWO | 13F-HR | 1/24/2020 | 000090901220000011 |
Q3 2019 | 127 | 189,537 | SPY, VYM, VGT, VWO | 13F-HR | 11/1/2019 | 000090901219000123 |
Q2 2019 | 127 | 214,399 | SPY, VCIT, VCLT, VYM | 13F-HR | 8/8/2019 | 000090901219000097 |
Q1 2019 | 127 | 202,218 | SPY, VCIT, VCLT, VYM | 13F-HR | 4/30/2019 | 000090901219000062 |
Q4 2018 | 123 | 179,690 | SPY, VCIT, VCLT, IVV | 13F-HR | 1/28/2019 | 000090901219000009 |
Q3 2018 | 116 | 177,578 | VCIT, SPY, VWO, VYM | 13F-HR | 10/30/2018 | 000090901218000122 |
Q2 2018 | 117 | 171,004 | VCIT, SPY, VWO, VCLT | 13F-HR | 8/7/2018 | 000090901218000101 |
Q1 2018 | 113 | 173,190 | VOO, SPY, VWO, VCIT | 13F-HR | 4/27/2018 | 000090901218000061 |
Q4 2017 | 116 | 151,921 | SPY, VCIT, VWO, VYM | 13F-HR | 2/2/2018 | 000090901218000012 |
Q3 2017 | 117 | 149,643 | SPY, VCIT, VWO, VYM | 13F-HR | 11/8/2017 | 000090901217000180 |
Q2 2017 | 110 | 146,854 | SPY, VCIT, VYM, SH | 13F-HR | 8/2/2017 | 000090901217000129 |
Q1 2017 | 117 | 147,163 | SPY, VCIT, VYM, VWO | 13F-HR | 5/10/2017 | 000090901217000098 |
Q4 2016 | 108 | 138,866 | SPY, VCIT, SPLV, VYM | 13F-HR | 2/6/2017 | 000090901217000032 |
Q3 2016 | 110 | 140,248 | VCIT, SPY, VYM, VGT | 13F-HR | 11/1/2016 | 000090901216000592 |
Q2 2016 | 116 | 142,496 | VCIT, SPY, VYM, VDC | 13F-HR | 8/12/2016 | 000090901216000569 |
Q1 2016 | 104 | 138,315 | VCIT, SPY, VDC, VYM | 13F-HR | 5/11/2016 | 000090901216000506 |
Q4 2015 | 113 | 123,020 | VTI, VCIT, VDC, VEU | 13F-HR | 5/11/2016 | 000090901216000505 |