Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 132 | 407,488 | SPY, QQQ, AAPL, EFA | 13F-HR | 10/15/2024 | 000108514624004907 |
Q2 2024 | 129 | 382,952 | SPY, QQQ, AAPL, EFA | 13F-HR | 7/17/2024 | 000108514624003075 |
Q1 2024 | 134 | 377,556 | SPY, QQQ, EFA, AAPL | 13F-HR | 4/15/2024 | 000108514624001806 |
Q4 2023 | 135 | 352,657 | SPY, QQQ, AAPL, EFA | 13F-HR | 1/11/2024 | 000108514624000218 |
Q3 2023 | 128 | 299,394 | SPY, AAPL, EFA, IJR | 13F-HR | 10/19/2023 | 000108514623003833 |
Q2 2023 | 131 | 334,270 | SPY, QQQ, AAPL, EFA | 13F-HR | 7/26/2023 | 000108514623002927 |
Q1 2023 | 135 | 318,390 | SPY, QQQ, EFA, AAPL | 13F-HR | 4/14/2023 | 000108514623001690 |
Q4 2022 | 134 | 300,721 | SPY, QQQ, EFA, IJR | 13F-HR | 1/23/2023 | 000108514623000302 |
Q3 2022 | 131 | 281,672 | SPY, QQQ, AAPL, EFA | 13F-HR | 10/18/2022 | 000108514622003473 |
Q2 2022 | 135 | 302,470 | SPY, QQQ, EFA, AAPL | 13F-HR | 7/21/2022 | 000108514622002502 |
Q1 2022 | 142 | 361,060 | SPY, QQQ, EFA, AAPL | 13F-HR | 4/27/2022 | 000108514622001608 |
Q4 2021 | 148 | 383,758 | SPY, QQQ, EFA, AAPL | 13F-HR | 1/27/2022 | 000108514622000366 |
Q3 2021 | 85 | 115,249 | QQQ, EFA, IJR, AAPL | 13F-HR | 10/26/2021 | 000169686721000004 |
Q2 2021 | 63 | 257,587 | SPY, QQQ, SDY, PSK | 13F-HR | 7/21/2021 | 000176707021000003 |
Q1 2021 | 133 | 366,827 | SPY, DIA, QQQ, EFA | 13F-HR | 4/26/2021 | 000176707021000002 |
Q4 2020 | 138 | 350,560 | SPY, DIA, QQQ, EFA | 13F-HR | 1/13/2021 | 000176707021000001 |
Q3 2020 | 117 | 299,296 | SPY, DIA, QQQ, EFA | 13F-HR | 11/2/2020 | 000176707020000004 |
Q2 2020 | 111 | 258,522 | SPY, QQQ, EFA, AAPL | 13F-HR | 7/21/2020 | 000176707020000003 |
Q1 2020 | 100 | 214,852 | SPY, QQQ, EFA, PSK | 13F-HR | 4/10/2020 | 000176707020000002 |
Q4 2019 | 131 | 288,314 | SPY, QQQ, EFA, IJR | 13F-HR | 1/15/2020 | 000176707020000001 |
Q3 2019 | 131 | 298,239 | SPY, DIA, EFA, QQQ | 13F-HR | 10/30/2019 | 000176707019000004 |
Q2 2019 | 132 | 271,407 | SPY, EFA, QQQ, IJR | 13F-HR | 7/18/2019 | 000176707019000003 |
Q1 2019 | 129 | 262,702 | SPY, EFA, QQQ, IJR | 13F-HR | 5/1/2019 | 000176707019000002 |
Q4 2018 | 69 | 181,185 | SPY, QQQ, SDY, PSK | 13F-HR | 2/7/2019 | 000176707019000001 |