Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 111 | 396,008 | VEU, IWY, VIG, IWX | 13F-HR | 10/10/2024 | 000176104424000007 |
Q2 2024 | 105 | 375,217 | VEU, IWY, VIG, BND | 13F-HR | 7/12/2024 | 000176104424000005 |
Q1 2024 | 102 | 365,377 | VEU, IWY, VIG, BND | 13F-HR | 4/11/2024 | 000176104424000003 |
Q4 2023 | 84 | 318,866 | VEU, IWY, BND, VIG | 13F-HR | 1/18/2024 | 000176104424000001 |
Q3 2023 | 92 | 291,293 | VEU, BND, IWY, VIG | 13F-HR | 10/12/2023 | 000176104423000005 |
Q2 2023 | 89 | 299,787 | VEU, VIG, IWY, BND | 13F-HR | 7/26/2023 | 000176104423000004 |
Q1 2023 | 90 | 289,430 | VEU, BND, IWY, IWX | 13F-HR | 4/26/2023 | 000176104423000003 |
Q4 2022 | 94 | 256,629 | VEU, VTI, VIG, IWX | 13F-HR | 2/1/2023 | 000176104423000002 |
Q3 2022 | 90 | 235,195 | VEU, BND, VIG, IWX | 13F-HR | 10/18/2022 | 000176104422000004 |
Q2 2022 | 98 | 232,143 | VEU, DLTR, IWX, VIG | 13F-HR | 7/29/2022 | 000176104422000003 |
Q1 2022 | 113 | 259,280 | VEU, IWX, VB, VIG | 13F-HR | 4/19/2022 | 000176104422000002 |
Q4 2021 | 72 | 233,302 | VEU, VB, IWX, VIG | 13F-HR | 1/18/2022 | 000176104422000001 |
Q3 2021 | 71 | 212,926 | VEU, DLTR, VB, IWX | 13F-HR | 11/2/2021 | 000176104421000005 |
Q2 2021 | 72 | 214,309 | VEU, DLTR, VB, VIG | 13F-HR | 7/21/2021 | 000176104421000004 |
Q1 2021 | 74 | 174,799 | VEU, VB, VIG, IWX | 13F-HR | 5/4/2021 | 000176104421000002 |
Q4 2020 | 70 | 160,530 | VEU, VIG, VB, AAPL | RESTATEMENT | 5/17/2021 | 000176104421000003 |
Q3 2020 | 61 | 133,688 | VEU, VIG, AAPL, VB | 13F-HR | 11/5/2020 | 000176104420000005 |
Q2 2020 | 62 | 93,898 | VIG, AAPL, VEA, VTV | 13F-HR | 8/10/2020 | 000176104420000004 |
Q1 2020 | 52 | 77,117 | VIG, VTV, VEA, PKW | 13F-HR | 5/11/2020 | 000176104420000003 |
Q4 2019 | 58 | 113,146 | DLTR, PKW, VIG, VEA | 13F-HR | 2/3/2020 | 000176104420000002 |
Q3 2019 | 64 | 181,889 | DLTR, PKW, VTV, SCZ | 13F-HR | 11/12/2019 | 000176104419000005 |
Q2 2019 | 70 | 194,987 | DLTR, PKW, SCZ, VTV | 13F-HR | 8/8/2019 | 000176104419000004 |
Q1 2019 | 68 | 188,910 | DLTR, PKW, SCZ, VTV | 13F-HR | 5/9/2019 | 000176104419000003 |
Q4 2018 | 68 | 194,480 | DLTR, PKW, VTV, VB | 13F-HR | 2/12/2019 | 000176104419000002 |