Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 152 | 398,735 | VIG, SPY, VXF, VTI | 13F-HR | 11/14/2024 | 000179996424000005 |
Q2 2024 | 143 | 366,300 | VIG, SPY, VXF, VTI | 13F-HR | 8/9/2024 | 000179996424000004 |
Q1 2024 | 145 | 359,311 | VIG, SPY, VXF, IUSB | 13F-HR | 5/7/2024 | 000179996424000002 |
Q4 2023 | 131 | 324,667 | VIG, VXF, SPY, IUSB | 13F-HR | 2/5/2024 | 000179996424000001 |
Q3 2023 | 126 | 292,431 | VIG, VXF, IUSB, SPY | 13F-HR | 11/6/2023 | 000179996423000004 |
Q2 2023 | 130 | 307,311 | VIG, VXF, IUSB, SPY | 13F-HR | 7/26/2023 | 000179996423000003 |
Q1 2023 | 124 | 277,918 | VIG, IUSB, VXF, FNDX | 13F-HR | 5/11/2023 | 000179996423000002 |
Q4 2022 | 116 | 269,105 | VIG, IUSB, VXF, FNDX | 13F-HR | 2/9/2023 | 000179996423000001 |
Q3 2022 | 111 | 245,902 | IUSB, VIG, VXF, FNDX | 13F-HR | 11/10/2022 | 000179996422000004 |
Q2 2022 | 115 | 257,147 | IUSB, VIG, VXF, VEU | 13F-HR | 8/5/2022 | 000179996422000003 |
Q1 2022 | 121 | 305,239 | IUSB, VIG, VXF, VEU | 13F-HR | 5/2/2022 | 000179996422000002 |
Q4 2021 | 123 | 317,008 | IUSB, VIG, VXF, VEU | 13F-HR | 2/11/2022 | 000179996422000001 |
Q3 2021 | 489 | 302,158 | IUSB, VIG, VXF, VEU | 13F-HR | 11/12/2021 | 000179996421000004 |
Q2 2021 | 479 | 277,072 | IUSB, VXF, VEU, VNQ | 13F-HR | 8/4/2021 | 000179996421000003 |
Q1 2021 | 487 | 281,335 | IUSB, VIG, VXF, VEU | 13F-HR | 4/28/2021 | 000179996421000002 |
Q4 2020 | 469 | 263,143 | IUSB, VIG, VXF, VEU | 13F-HR | 2/10/2021 | 000179996421000001 |
Q3 2020 | 426 | 223,451 | IUSB, VIG, VXF, VEU | 13F-HR | 10/26/2020 | 000179996420000005 |
Q2 2020 | 442 | 215,630 | IUSB, VIG, VXF, VEU | 13F-HR | 7/27/2020 | 000179996420000004 |
Q1 2020 | 437 | 192,346 | IUSB, VIG, VEU, VXF | 13F-HR | 4/20/2020 | 000179996420000003 |
Q4 2019 | 454 | 234,347 | IUSB, VIG, VEU, VXF | RESTATEMENT | 2/13/2020 | 000179996420000002 |