Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 369 | 1,059,275 | SPYV, SPYG, ITOT, AAPL | 13F-HR | 11/12/2024 | 000177586324000013 |
Q2 2024 | 354 | 1,043,730 | SPYV, SPYG, ITOT, AAPL | 13F-HR | 8/14/2024 | 000177586324000011 |
Q1 2024 | 343 | 984,573 | SPYV, SPYG, BND, ITOT | 13F-HR | 5/9/2024 | 000177586324000006 |
Q4 2023 | 320 | 929,894 | SPYV, SPYG, BND, ITOT | 13F-HR | 2/13/2024 | 000177586324000002 |
Q3 2023 | 315 | 902,797 | SPYV, SPYG, BND, ITOT | 13F-HR | 11/7/2023 | 000177586323000009 |
Q2 2023 | 309 | 911,316 | SPYV, SPYG, BND, ITOT | 13F-HR | 8/9/2023 | 000177586323000007 |
Q1 2023 | 285 | 867,851 | SPYV, SPYG, BND, ITOT | 13F-HR | 5/9/2023 | 000177586323000005 |
Q4 2022 | 241 | 756,524 | SPYV, SPYG, BND, ITOT | 13F-HR | 2/9/2023 | 000177586323000002 |
Q3 2022 | 193 | 613,058 | SPYV, SPYG, BND, ITOT | 13F-HR | 11/10/2022 | 000177586322000012 |
Q2 2022 | 186 | 673,550 | SPYV, SPYG, BND, VEA | 13F-HR | 8/8/2022 | 000177586322000009 |
Q1 2022 | 201 | 766,025 | SPYV, SPYG, BND, VEA | 13F-HR | 5/10/2022 | 000177586322000007 |
Q4 2021 | 208 | 813,338 | SPYG, SPYV, BND, VEA | 13F-HR | 2/8/2022 | 000177586322000005 |
Q3 2021 | 207 | 788,232 | SPYG, SPYV, BND, VEA | 13F-HR | 11/16/2021 | 000177586321000019 |
Q2 2021 | 194 | 766,734 | SPYG, SPYV, BND, VEA | 13F-HR | 8/11/2021 | 000177586321000014 |
Q1 2021 | 180 | 712,840 | SPYV, SPYG, BND, VEA | 13F-HR | 5/3/2021 | 000177586321000006 |
Q4 2020 | 178 | 713,250 | SPYG, SPYV, BND, VEA | 13F-HR | 2/9/2021 | 000177586321000002 |
Q3 2020 | 179 | 643,576 | SPYG, SPYV, BND, VEA | 13F-HR | 10/27/2020 | 000177586320000003 |
Q2 2020 | 208 | 650,842 | SPYG, SPYV, BND, VEA | 13F-HR | 8/14/2020 | 000162828020012669 |
Q1 2020 | 198 | 567,726 | SPYV, SPYG, BND, SPAB | 13F-HR | 4/21/2020 | 000122107320000059 |
Q4 2019 | 170 | 636,461 | SPYG, SPYV, SPAB, SPDW | 13F-HR | 1/23/2020 | 000122107320000010 |
Q3 2019 | 165 | 659,211 | SPYG, SPYV, SPAB, SPSB | 13F-HR | 10/22/2019 | 000122107319000104 |
Q2 2019 | 161 | 654,940 | SPYG, SPAB, SPYV, SPSB | 13F-HR | 7/26/2019 | 000122107319000085 |
Q1 2019 | 151 | 589,300 | SPYG, SPYV, SPAB, SPSB | 13F-HR | 5/10/2019 | 000122107319000060 |