Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 121 | 250,420 | CLTL, PYLD, TFLR, SCHX | 13F-HR | 10/31/2024 | 000193642024000005 |
Q2 2024 | 117 | 208,755 | CLTL, TFLR, SCHX, AVDE | 13F-HR | 7/22/2024 | 000193642024000003 |
Q1 2024 | 119 | 191,286 | SCHX, TFLR, AVDE, COWZ | 13F-HR | 4/29/2024 | 000193642024000002 |
Q4 2023 | 116 | 166,813 | SCHX, AVDE, COWZ, ICOW | 13F-HR | 1/31/2024 | 000193642024000001 |
Q3 2023 | 102 | 140,303 | SCHX, COWZ, AVDE, DGRO | 13F-HR | 11/6/2023 | 000193642023000004 |
Q2 2023 | 111 | 143,390 | SCHX, COWZ, AVDE, DGRO | 13F-HR | 7/17/2023 | 000193642023000003 |
Q1 2023 | 107 | 129,168 | SCHX, AVDE, ICOW, SDVY | 13F-HR | 5/4/2023 | 000193642023000002 |
Q4 2022 | 110 | 158,987 | USFR, IJH, SCHX, IVV | 13F-HR | 2/9/2023 | 000193642023000001 |
Q3 2022 | 729 | 164,819 | USFR, IJH, SCHX, IVV | 13F-HR | 11/7/2022 | 000193642022000005 |
Q2 2022 | 732 | 171,860 | IJH, SCHX, IVV, USFR | 13F-HR | 8/1/2022 | 000193642022000003 |