Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 124 | 244,853 | CAPE, USMV, AAPL, SCHD | 13F-HR | 8/12/2024 | 000110465924088223 |
Q1 2024 | 119 | 243,653 | CAPE, USMV, SCHD, EUSA | 13F-HR | 5/13/2024 | 000110465924060741 |
Q4 2023 | 106 | 215,104 | CAPE, USMV, SCHD, EUSA | 13F-HR | 2/13/2024 | 000110465924017914 |
Q3 2023 | 103 | 199,646 | CAPE, USMV, SCHD, EUSA | 13F-HR | 11/14/2023 | 000110465923117742 |
Q2 2023 | 100 | 205,538 | CAPE, SCHD, USMV, AAPL | 13F-HR | 8/11/2023 | 000110465923090386 |
Q1 2023 | 87 | 190,956 | CAPE, SCHD, USMV, LMT | 13F-HR | 5/12/2023 | 000110465923059635 |
Q4 2022 | 53 | 146,769 | SCHD, USMV, IWL, LMT | 13F-HR | 2/13/2023 | 000110465923020039 |
Q3 2022 | 77 | 143,123 | SCHD, AAPL, LMT, IWF | 13F-HR | 11/1/2022 | 000160658722002064 |
Q2 2022 | 76 | 145,138 | SCHD, LMT, AAPL, IWF | 13F-HR | 8/9/2022 | 000160658722001671 |
Q1 2022 | 90 | 168,055 | SCHD, VYM, AAPL, IWF | 13F-HR | 5/13/2022 | 000160658722001137 |
Q4 2021 | 97 | 172,487 | IWF, AAPL, ABBV, CSCO | 13F-HR | 2/10/2022 | 000160658722000467 |
Q3 2021 | 335 | 162,232 | IWF, AAPL, VYM, CSCO | 13F-HR | 11/15/2021 | 000110465921138990 |
Q2 2021 | 318 | 153,733 | IWF, VYM, AAPL, CCI | 13F-HR | 8/16/2021 | 000110465921106083 |
Q1 2021 | 316 | 144,212 | IWF, VYM, ABBV, CSCO | 13F-HR | 5/17/2021 | 000110465921067592 |
Q4 2020 | 352 | 131,643 | IWF, VYM, AAPL, ABBV | 13F-HR | 2/19/2021 | 000110465921025519 |
Q3 2020 | 362 | 123,321 | IWF, VYM, CCI, AAPL | 13F-HR | 11/13/2020 | 000110465920125010 |
Q2 2020 | 358 | 119,465 | IWF, CCI, ABBV, CSCO | 13F-HR | 8/18/2020 | 000181217720000004 |
Q1 2020 | 366 | 109,387 | DLR, CCI, VYM, IWF | 13F-HR | 5/15/2020 | 000181217720000003 |
Q4 2019 | 279 | 138,608 | VYM, IWF, LMT, MRK | 13F-HR | 5/15/2020 | 000181217720000002 |