Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 75 | 171,952 | VSMV, IJH, SPYG, DIVO | 13F-HR | 10/28/2024 | 000195175724001141 |
Q2 2024 | 65 | 161,967 | VSMV, SPYG, IJH, JAAA | 13F-HR | 8/9/2024 | 000195175724000718 |
Q1 2024 | 58 | 154,005 | VSMV, IJH, SPYG, DIVO | 13F-HR | 4/18/2024 | 000195175724000334 |
Q4 2023 | 56 | 141,531 | VSMV, IJH, DIVO, SPYG | 13F-HR | 1/22/2024 | 000195175724000099 |
Q3 2023 | 49 | 121,676 | VSMV, IJH, MGK, DIVO | 13F-HR | 10/25/2023 | 000195175723000625 |
Q2 2023 | 49 | 124,759 | VSMV, IJH, MGK, DIVO | 13F-HR | 7/31/2023 | 000195175723000463 |
Q1 2023 | 50 | 119,720 | VSMV, DIVO, IJH, MGK | 13F-HR | 5/4/2023 | 000195175723000273 |
Q4 2022 | 52 | 114,807 | VSMV, DIVO, IJH, IOO | 13F-HR | 1/31/2023 | 000195175723000092 |
Q3 2022 | 50 | 105,338 | VSMV, DIVO, IJH, MGK | 13F-HR | 11/14/2022 | 000185280822000004 |
Q2 2022 | 42 | 75,269 | VSMV, IJH, MGK, VB | 13F-HR | 8/15/2022 | 000185280822000003 |
Q1 2022 | 48 | 92,072 | VSMV, VXF, MTUM, VB | 13F-HR | 4/15/2022 | 000185280822000002 |
Q4 2021 | 49 | 98,682 | VSMV, VXF, MTUM, TIP | 13F-HR | 2/11/2022 | 000185280822000001 |
Q3 2021 | 49 | 94,848 | VSMV, VXF, MTUM, TIP | 13F-HR | 11/15/2021 | 000185280821000004 |
Q2 2021 | 50 | 90,921 | VXF, VSMV, MTUM, TIP | 13F-HR | 8/12/2021 | 000185280821000003 |
Q1 2021 | 49 | 77,579 | VSMV, MTUM, TIP, VXF | 13F-HR | 5/17/2021 | 000185280821000002 |
Q4 2020 | 44 | 87,302 | IEF, USMV, MTUM, VSMV | 13F-HR | 4/9/2021 | 000185280821000001 |