Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 56 | 205,401 | BND, LGLV, IVV, VYM | 13F-HR | 10/4/2024 | 000108514624004644 |
Q2 2024 | 53 | 188,586 | BND, LGLV, IVV, SPYG | 13F-HR | 7/12/2024 | 000108514624002900 |
Q1 2024 | 53 | 180,354 | BND, LGLV, IVV, VYM | 13F-HR | 4/12/2024 | 000108514624001786 |
Q4 2023 | 51 | 168,855 | BND, LGLV, IVV, VYM | 13F-HR | 1/10/2024 | 000108514624000164 |
Q3 2023 | 53 | 150,384 | BND, LGLV, IVV, VYM | 13F-HR | 10/5/2023 | 000108514623003566 |
Q2 2023 | 56 | 156,237 | BND, USMV, IVV, VYM | 13F-HR | 8/8/2023 | 000108514623003169 |
Q1 2023 | 52 | 150,708 | USMV, BND, IVV, VYM | 13F-HR | 4/12/2023 | 000108514623001641 |
Q4 2022 | 54 | 146,272 | USMV, BND, VYM, IVV | 13F-HR | 1/31/2023 | 000108514623000499 |
Q3 2022 | 53 | 136,201 | BND, USMV, VYM, IVV | 13F-HR | 10/11/2022 | 000108514622003319 |
Q2 2022 | 53 | 141,410 | BND, USMV, VYM, VO | 13F-HR | 7/11/2022 | 000108514622002319 |
Q1 2022 | 51 | 153,713 | BND, USMV, VYM, MTUM | 13F-HR | 4/8/2022 | 000108514622001335 |
Q4 2021 | 51 | 154,420 | BND, USMV, VYM, MTUM | 13F-HR | 1/19/2022 | 000108514622000228 |
Q3 2021 | 47 | 141,454 | BND, USMV, MTUM, VYM | 13F-HR | 11/12/2021 | 000108514621003123 |
Q2 2021 | 50 | 142,611 | BND, USMV, VYM, MTUM | 13F-HR | 8/9/2021 | 000108514621002278 |
Q1 2021 | 50 | 130,565 | BND, USMV, VYM, MTUM | 13F-HR | 4/14/2021 | 000108514621001162 |
Q4 2020 | 49 | 124,931 | BND, USMV, VYM, MTUM | 13F-HR | 2/26/2021 | 000108514621001057 |
Q3 2020 | 48 | 114,257 | BND, USMV, MTUM, VYM | 13F-HR | 10/19/2020 | 000108514620002558 |
Q2 2020 | 47 | 107,926 | BND, USMV, MTUM, VYM | 13F-HR | 7/20/2020 | 000108514620001821 |
Q1 2020 | 45 | 93,600 | BND, USMV, VYM, MTUM | 13F-HR | 4/17/2020 | 000108514620001152 |
Q4 2019 | 47 | 107,436 | BND, USMV, VYM, MTUM | 13F-HR | 2/14/2020 | 000108514620000849 |