Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2024 | 39 | 149,237 | IVV, AVUS, SHV, IEFA | 13F-HR | 4/11/2024 | 000182426324000003 |
Q4 2023 | 43 | 388,905 | SPY, AAPL, FSLR, IVV | 13F-HR | 1/29/2024 | 000182426324000001 |
Q3 2023 | 85 | 91,413 | AVUV, IVV, SPLG, SPAB | 13F-HR | 11/1/2023 | 000182426323000001 |
Q2 2023 | 15 | 136,694 | AVUS puts, AVUV puts, IEFA puts, SPLG puts | 13F-HR | 7/26/2023 | 000108514623002917 |
Q1 2023 | 16 | 129,269 | IEFA puts, AVUS puts, SPLG puts, AVUV puts | 13F-HR | 4/24/2023 | 000108514623001860 |
Q4 2022 | 15 | 118,387 | IVV, SPLG, AVUV, SPAB | 13F-HR | 1/13/2023 | 000108514623000136 |
Q3 2022 | 20 | 102,553 | IVV, SPLG, HDV, KMLM | 13F-HR | 10/18/2022 | 000108514622003457 |
Q2 2022 | 19 | 108,133 | HDV, IVV, SPLG, AVUV | 13F-HR | 10/4/2022 | 000108514622003245 |
Q1 2022 | 25 | 121,979 | SPLG, IVV, VT, QQQ | 13F-HR | 10/4/2022 | 000108514622003244 |
Q4 2021 | 19 | 110,354 | IVV, SPLG, VTV, QQQ | 13F-HR | 9/28/2022 | 000108514622003230 |