Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2025 | 694 | 21,847,289 | VTI, VT, SCHD, VXUS | 13F-HR | 5/15/2025 | 000089843225000351 |
Q3 2024 | 533 | 17,122,284 | VTI, VT, AAPL, NVDA | 13F-HR | 5/15/2025 | 000089843225000379 |
Q2 2024 | 536 | 15,239,410 | VTI, VT, NVDA, AAPL | 13F-HR | 5/15/2025 | 000089843225000378 |
Q1 2024 | 533 | 13,635,354 | VTI, VT, VYM, AAPL | 13F-HR | 5/15/2025 | 000089843225000377 |
Q4 2023 | 527 | 11,395,279 | VTI, VT, VYM, IVV | 13F-HR | 5/15/2025 | 000089843225000376 |
Q3 2023 | 21 | 9,660,708 | VTI, VT, VYM, VCIT | 13F-HR | 5/15/2025 | 000089843225000375 |
Q2 2023 | 21 | 9,344,942 | VTI, VT, VYM, VCIT | 13F-HR | 5/15/2025 | 000089843225000374 |
Q1 2023 | 21 | 8,300,222 | VTI, VT, VYM, VCIT | 13F-HR | 5/15/2025 | 000089843225000373 |
Q4 2022 | 21 | 7,314,264 | VTI, VT, VYM, USMV | 13F-HR | 5/15/2025 | 000089843225000372 |
Q3 2022 | 21 | 6,139,469 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000371 |
Q2 2022 | 20 | 5,907,833 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000370 |
Q1 2022 | 17 | 6,332,647 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000369 |
Q4 2021 | 19 | 5,815,453 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000368 |
Q3 2021 | 18 | 4,618,912 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000367 |
Q2 2021 | 18 | 4,011,645 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000366 |
Q1 2021 | 16 | 3,107,516 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000365 |
Q4 2020 | 16 | 2,497,507 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000364 |
Q3 2020 | 15 | 1,901,307 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000363 |
Q2 2020 | 15 | 1,520,770 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000362 |
Q1 2020 | 15 | 1,095,531 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000361 |
Q4 2019 | 13 | 1,073,534 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000359 |