Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 150 | 822,060 | MDY, FNDA, DGRW, IOO | 13F-HR | 11/12/2024 | 000176538024000430 |
Q2 2024 | 138 | 760,020 | MDY, FNDA, DGRW, IOO | 13F-HR | 8/6/2024 | 000176538024000289 |
Q1 2024 | 140 | 739,830 | MDY, FNDA, DGRW, IOO | 13F-HR | 5/8/2024 | 000176538024000195 |
Q4 2023 | 147 | 743,531 | MDY, FNDA, DGRW, CAPE | 13F-HR | 2/14/2024 | 000172554724000522 |
Q3 2023 | 172 | 683,582 | MDY, FNDA, DGRW, CAPE | 13F-HR | 11/7/2023 | 000172554723001742 |
Q2 2023 | 168 | 681,085 | MDY, FNDA, DGRW, CAPE | 13F-HR | 8/7/2023 | 000172554723000181 |
Q1 2023 | 156 | 639,716 | MDY, FNDA, CAPE, DGRW | 13F-HR | 5/10/2023 | 000172554723000120 |
Q4 2022 | 143 | 597,247 | MDY, FNDA, DGRW, CAPE | 13F-HR | 2/9/2023 | 000172554723000048 |
Q3 2022 | 140 | 516,709 | MDY, FNDA, VT, DGRW | 13F-HR | 11/2/2022 | 000172554722000180 |
Q2 2022 | 142 | 491,029 | MDY, DGRW, FNDA, VT | 13F-HR | 7/27/2022 | 000172554722000122 |
Q1 2022 | 130 | 623,031 | MDY, VT, VLUE, CAPE | 13F-HR | 4/21/2022 | 000172554722000069 |
Q4 2021 | 117 | 630,749 | QUAL, MDY, VT, CAPE | 13F-HR | 2/1/2022 | 000172554722000023 |
Q3 2021 | 109 | 587,269 | QUAL, MDY, VT, IXUS | 13F-HR | 11/10/2021 | 000172554721000109 |
Q2 2021 | 116 | 658,649 | HD, QUAL, MDY, VT | 13F-HR | 8/16/2021 | 000172554721000084 |
Q1 2021 | 22 | 487,318 | MDY, QUAL, VT, IXUS | 13F-HR | 5/14/2021 | 000172554721000051 |
Q4 2020 | 22 | 437,081 | QUAL, MDY, VT, IXUS | 13F-HR | 2/12/2021 | 000172554721000021 |
Q3 2020 | 33 | 368,819 | QUAL, VT, MDY, IXUS | 13F-HR | 11/13/2020 | 000172554720000094 |
Q2 2020 | 24 | 335,727 | QUAL, VT, MDY, ACWF | 13F-HR | 8/13/2020 | 000172554720000073 |
Q1 2020 | 26 | 251,393 | QUAL, ACWF, MDY, CAPE | 13F-HR | 5/12/2020 | 000172554720000052 |
Q4 2019 | 19 | 335,247 | SPMD, ACWF, VTV, PRFZ | 13F-HR | 2/12/2020 | 000172554720000025 |
Q3 2019 | 17 | 319,268 | SPMD, ACWF, VTV, PRFZ | 13F-HR | 11/12/2019 | 000172554719000066 |
Q2 2019 | 17 | 330,151 | SPMD, ACWF, VTV, SPGM | 13F-HR | 7/31/2019 | 000172554719000045 |
Q1 2019 | 14 | 314,776 | SPMD, ACWF, VTV, PRFZ | 13F-HR | 5/14/2019 | 000172554719000038 |
Q4 2018 | 14 | 215,779 | VTV, PRFZ, SPGM, DBEF | 13F-HR | 5/14/2019 | 000172554719000037 |