Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 87 | 421,956 | DFAC, BNDX, DFUV, MTUM | 13F-HR | 10/29/2024 | 000169749324000006 |
Q2 2024 | 509 | 1,943,445 | MTUM, BNDX, VBR, VTI | 13F-HR | 7/11/2024 | 000169749324000003 |
Q1 2024 | 537 | 1,277 | MTUM, VBR, DFUV, BNDX | 13F-HR | 4/2/2024 | 000169749324000002 |
Q4 2023 | 497 | 1,851 | VBR, BNDX, MTUM, VTI | 13F-HR | 1/2/2024 | 000169749324000001 |
Q3 2023 | 527 | 1,844 | BNDX, VBR, MTUM, VTI | 13F-HR | 10/10/2023 | 000169749323000005 |
Q2 2023 | 577 | 1,887 | VBR, BNDX, VTI, JAGG | 13F-HR | 7/5/2023 | 000169749323000004 |
Q1 2023 | 546 | 1,813,011 | VBR, BNDX, JAGG, USMV | 13F-HR | 4/3/2023 | 000169749323000003 |
Q4 2022 | 541 | 1,689,701 | VBR, JAGG, BNDX, USMV | 13F-HR | 1/6/2023 | 000169749323000002 |
Q3 2022 | 535 | 1,484,581 | JAGG, USMV, BNDX, VBR | 13F-HR | 10/3/2022 | 000169749322000005 |
Q2 2022 | 542 | 1,486,730 | USMV, JAGG, BNDX, VBR | 13F-HR | 7/11/2022 | 000169749322000004 |
Q1 2022 | 571 | 1,590,168 | USMV, VBR, JAGG, BNDX | 13F-HR | 4/4/2022 | 000169749322000003 |
Q4 2021 | 604 | 1,571,730 | USMV, VBR, BNDX, BND | 13F-HR | 1/11/2022 | 000169749322000002 |
Q3 2021 | 637 | 1,519,347 | USMV, VBR, BND, BNDX | 13F-HR | 10/18/2021 | 000169749321000004 |
Q2 2021 | 650 | 1,503,549 | VBR, USMV, BND, BNDX | 13F-HR | 7/7/2021 | 000169749321000003 |
Q1 2021 | 631 | 1,393,126 | VBR, USMV, ACWV, BND | 13F-HR | 5/3/2021 | 000169749321000002 |
Q4 2020 | 593 | 1,288,668 | USMV, ACWV, VBR, BND | 13F-HR | 2/18/2021 | 000169749321000001 |
Q3 2020 | 579 | 1,173,343 | ACWV, USMV, BND, BNDX | 13F-HR | 11/3/2020 | 000169749320000008 |
Q2 2020 | 296 | 800,165 | ACWV, USMV, BND, BNDX | 13F-HR | 7/20/2020 | 000169749320000006 |
Q1 2020 | 278 | 450,514 | BND, BNDX, VTI, VBR | 13F-HR | 5/15/2020 | 000169749320000004 |
Q4 2019 | 322 | 484,639 | BND, BNDX, VTI, VBR | 13F-HR | 2/12/2020 | 000169749320000002 |
Q3 2019 | 331 | 484,111 | BND, BNDX, VTI, VBR | 13F-HR | 11/4/2019 | 000169749319000012 |
Q2 2019 | 319 | 489,552 | BND, BNDX, VTI, VBR | 13F-HR | 8/7/2019 | 000169749319000010 |
Q1 2019 | 420 | 585,574 | ACWV, VTI, BND, BNDX | 13F-HR | 5/13/2019 | 000169749319000007 |
Q4 2018 | 377 | 392,625 | BND, BNDX, VTI, VBR | NEW HOLDINGS | 5/22/2019 | 000169749319000008 |
Q4 2018 | 44 | 245,852 | BND, BNDX, VTI, VBR | 13F-HR | 2/6/2019 | 000169749319000002 |
Q3 2018 | 45 | 252,263 | BND, BNDX, VTI, VBR | 13F-HR | 11/6/2018 | 000169749318000010 |
Q2 2018 | 34 | 238,273 | BND, BNDX, VTI, VBR | 13F-HR | 8/6/2018 | 000169749318000008 |
Q1 2018 | 34 | 235,208 | BND, BNDX, VTI, VBR | 13F-HR | 5/2/2018 | 000169749318000006 |
Q4 2017 | 31 | 215,987 | BND, BNDX, VTI, VBR | 13F-HR | 2/5/2018 | 000169749318000003 |
Q3 2017 | 31 | 196,319 | BND, BNDX, VTI, VBR | 13F-HR | 11/9/2017 | 000169749317000010 |
Q2 2017 | 32 | 183,254 | BND, BNDX, VTI, VBR | 13F-HR | 8/2/2017 | 000169749317000008 |
Q1 2017 | 67 | 168,644 | BND, BNDX, VTI, VBR | 13F-HR | 5/8/2017 | 000169749317000007 |
Q4 2016 | 31 | 142,507 | BND, VTI, BNDX, VBR | 13F-HR | 2/13/2017 | 000169749317000005 |