Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 22 | 204,082 | BKLN, JPST, IUSV, PULS | 13F-HR | 10/7/2024 | 000184482124000005 |
Q2 2024 | 22 | 197,596 | BKLN, JPST, PULS, IUSV | 13F-HR | 7/15/2024 | 000184482124000003 |
Q1 2024 | 22 | 190,740 | BKLN, JPST, PULS, IUSV | 13F-HR | 4/12/2024 | 000184482124000002 |
Q4 2023 | 22 | 182,782 | BKLN, JPST, PULS, IUSV | 13F-HR | 1/22/2024 | 000184482124000001 |
Q3 2023 | 22 | 167,460 | JPST, BKLN, PULS, IUSV | 13F-HR | 10/18/2023 | 000184482123000004 |
Q2 2023 | 23 | 171,741 | JPST, BKLN, PULS, IUSV | 13F-HR | 7/10/2023 | 000184482123000003 |
Q1 2023 | 24 | 167,737 | JPST, BKLN, PULS, IUSV | 13F-HR | 4/10/2023 | 000184482123000002 |
Q4 2022 | 24 | 170,804 | JPST, BKLN, PULS, IUSV | 13F-HR | 1/23/2023 | 000184482123000001 |
Q3 2022 | 23 | 139,138 | JPST, PULS, IUSV, USMV | 13F-HR | 10/18/2022 | 000184482122000004 |
Q2 2022 | 22 | 145,667 | JPST, PULS, IUSV, USMV | 13F-HR | 7/20/2022 | 000184482122000003 |
Q1 2022 | 21 | 138,604 | ISTB, IUSV, USMV, IJR | 13F-HR | 4/20/2022 | 000184482122000002 |
Q4 2021 | 23 | 142,890 | USMV, ISTB, IVV, IUSV | 13F-HR | 1/18/2022 | 000184482122000001 |
Q3 2021 | 21 | 134,862 | ISTB, USMV, IVV, IUSV | RESTATEMENT | 11/5/2021 | 000184482121000005 |
Q2 2021 | 42 | 139,386 | USMV, IVV, IJR, ISTB | 13F-HR | 7/19/2021 | 000184482121000003 |
Q1 2021 | 30 | 126,437 | IJR, USMV, IVV, ISTB | 13F-HR | 4/12/2021 | 000184482121000002 |
Q4 2020 | 30 | 111,018 | USMV, IVV, ISTB, IJR | 13F-HR | 2/9/2021 | 000184482121000001 |