Notify me when Financial Planning & Information Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 88 | $725,669,949 | +$59,464,033 | -$29,671,716 | +$29,792,317 | JCPB, SPYG, HTRB, SLYV, DON | 13F-HR | 12 Nov 2024, 13:59 |
| Q2 2024 | 83 | $654,641,469 | +$20,806,997 | -$29,524,062 | -$8,717,065 | SLYV, SPYG, JCPB, DON, HTRB | 13F-HR | 13 Aug 2024, 12:19 |
| Q1 2024 | 86 | $665,573,146 | +$21,136,865 | -$17,812,252 | +$3,324,613 | SLYV, DON, SPYG, JCPB, HTRB | 13F-HR | 14 May 2024, 11:55 |
| Q4 2023 | 84 | $634,301,950 | +$62,856,349 | -$13,252,662 | +$49,603,687 | SLYV, DON, SPYG, VTV, JCPB | 13F-HR | 13 Feb 2024, 17:52 |
| Q3 2023 | 84 | $537,294,357 | +$23,751,213 | -$10,082,816 | +$13,668,397 | SLYV, DON, SPYG, BSV, HTRB | 13F-HR | 14 Nov 2023, 17:16 |
| Q2 2023 | 85 | $542,111,453 | +$38,315,586 | -$25,866,113 | +$12,449,473 | SLYV, DON, SPYG, BSV, VTV | 13F-HR | 11 Aug 2023, 09:21 |
| Q1 2023 | 86 | $515,814,307 | +$46,737,455 | -$17,962,934 | +$28,774,521 | SLYV, DON, SPYG, BSV, VTV | 13F-HR | 02 May 2023, 14:15 |
| Q4 2022 | 82 | $471,700,945 | +$34,433,778 | -$6,898,275 | +$27,535,503 | SLYV, DON, SPYG, VTV, DFAI | 13F-HR | 13 Feb 2023, 16:39 |
| Q3 2022 | 75 | $412,883,000 | +$32,571,702 | -$5,300,022 | +$27,271,680 | SLYV, DON, SPYG, VTV, BSV | 13F-HR | 25 Oct 2022, 14:35 |
| Q2 2022 | 74 | $410,016,000 | +$34,463,119 | -$16,222,731 | +$18,240,388 | SLYV, DON, SPYG, VTV, HSRT | 13F-HR | 19 Jul 2022, 14:11 |
| Q1 2022 | 81 | $447,692,000 | +$61,369,384 | -$5,468,592 | +$55,900,792 | DON, SLYV, SPYG, VTV, HTRB | 13F-HR | 19 Apr 2022, 12:35 |
| Q4 2021 | 78 | $406,341,000 | +$25,441,786 | -$8,729,604 | +$16,712,182 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 01 Feb 2022, 18:49 |
| Q3 2021 | 74 | $367,704,000 | +$37,360,301 | -$6,579,432 | +$30,780,869 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 13 Oct 2021, 15:10 |
| Q2 2021 | 70 | $341,067,000 | +$8,342,149 | -$9,617,625 | -$1,275,476 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 29 Jul 2021, 13:31 |
| Q1 2021 | 69 | $326,443,000 | +$17,308,955 | -$17,736,028 | -$427,073 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 20 Apr 2021, 11:24 |
| Q4 2020 | 68 | $297,071,000 | +$16,156,925 | -$13,955,651 | +$2,201,274 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 05 Feb 2021, 18:47 |
| Q3 2020 | 65 | $257,112,000 | +$15,731,418 | -$9,250,223 | +$6,481,195 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 24 May 2021, 13:00 |
| Q2 2020 | 51 | $238,321,000 | +$17,230,924 | -$4,270,614 | +$12,960,310 | SLYV, DON, SPYG, VUG, VTV | 13F-HR | 24 May 2021, 12:59 |
| Q1 2020 | 49 | $192,345,000 | +$7,353,172 | -$1,443,402 | +$5,909,770 | SLYV, DON, SPYG, VUG, VCSH | 13F-HR | 24 May 2021, 12:57 |
| Q4 2019 | 51 | $251,461,000 | +$2,994,303 | -$2,448,611 | +$545,692 | SLYV, DON, SPYG, VTV, VUG | 13F-HR | 24 May 2021, 12:44 |
| Q3 2019 | 50 | $236,163,000 | +$10,607,254 | -$7,125,228 | +$3,482,026 | SLYV, DON, SPYG, VTV, VUG | 13F-HR | 24 May 2021, 12:44 |
| Q2 2019 | 48 | $230,946,000 | +$15,743,341 | -$14,869,174 | +$874,167 | SLYV, DON, VUG, SPYG, VTV | 13F-HR | 24 May 2021, 12:43 |
| Q1 2019 | 47 | $224,598,000 | +$22,012,368 | -$21,809,478 | +$202,890 | SLYV, VUG, DON, VTV, VCSH | 13F-HR | 24 May 2021, 12:42 |
| Q4 2018 | 44 | $202,169,000 | +$23,711,562 | -$51,898,547 | -$28,186,985 | VCSH, VUG, VTV, SLYV, DON | 13F-HR | 24 May 2021, 12:41 |
| Q3 2018 | 47 | $258,744,000 | +$21,604,267 | -$37,633,344 | -$16,029,077 | VCSH, VUG, VBR, VTV, BSV | 13F-HR | 24 May 2021, 12:40 |
| Q2 2018 | 44 | $267,724,000 | +$9,239,592 | -$28,656,627 | -$19,417,035 | VCSH, VUG, VBR, VTV, IWS | 13F-HR | 24 May 2021, 12:39 |
| Q1 2018 | 44 | $285,152,000 | +$12,075,271 | -$16,687,578 | -$4,612,307 | BND, VCSH, VUG, VBR, VTV | 13F-HR | 24 May 2021, 12:38 |
| Q4 2017 | 39 | $294,506,000 | +$4,160,893 | -$2,594,441 | +$1,566,452 | BND, VCSH, VUG, VBR, VTV | 13F-HR | 24 May 2021, 12:37 |
| Q3 2017 | 36 | $283,447,000 | +$3,848,639 | -$6,399,490 | -$2,550,851 | BND, VCSH, VUG, VBR, VTV | 13F-HR | 24 May 2021, 12:36 |
| Q2 2017 | 36 | $278,010,000 | +$4,397,366 | -$2,477,743 | +$1,919,623 | BND, VUG, VCSH, VBR, BSV | 13F-HR | 24 May 2021, 12:35 |
| Q1 2017 | 36 | $271,587,000 | +$6,615,306 | -$2,043,363 | +$4,571,943 | BND, VUG, VCSH, VBR, BSV | 13F-HR | 24 May 2021, 12:34 |
| Q4 2016 | 36 | $257,587,000 | +$13,222,677 | -$2,566,613 | +$10,656,064 | BND, VCSH, VUG, VBR, BSV | 13F-HR | 24 May 2021, 12:33 |
| Q3 2016 | 35 | $243,058,000 | +$23,821,847 | -$2,299,598 | +$21,522,249 | BND, VUG, VCSH, VBR, BSV | 13F-HR | 24 May 2021, 12:33 |
| Q2 2016 | 35 | $218,030,000 | +$22,679,234 | -$3,389,004 | +$19,290,230 | VUG, VCSH, BSV, VBR, VTV | 13F-HR | 24 May 2021, 12:32 |
| Q1 2016 | 34 | $194,777,000 | +$18,625,369 | -$2,577,151 | +$16,048,218 | VUG, VCSH, VBR, BSV, VTV | 13F-HR | 24 May 2021, 12:31 |
| Q4 2015 | 31 | $175,148,000 | +$13,627,538 | -$2,341,116 | +$11,286,422 | VUG, VCSH, IWS, VTV, VBR | 13F-HR | 24 May 2021, 12:30 |
| Q3 2015 | 31 | $158,982,000 | +$10,623,606 | -$3,585,318 | +$7,038,288 | VUG, IWS, VCSH, VTV, VBR | 13F-HR | 24 May 2021, 12:28 |
| Q2 2015 | 33 | $167,075,000 | +$17,764,800 | -$4,858,674 | +$12,906,126 | VUG, IWS, VTV, VBR, VWO | 13F-HR | 24 May 2021, 12:26 |
| Q1 2015 | 32 | $155,048,000 | +$4,985,804 | -$833,015 | +$4,152,789 | VUG, IWS, VTV, VBR, VWO | 13F-HR | 24 May 2021, 12:24 |
| Q4 2014 | 32 | $144,137,000 | +$2,110,864 | -$1,628,644 | +$482,220 | VUG, IWS, VTV, VWO, VBR | 13F-HR | 24 May 2021, 12:21 |
| Q3 2014 | 32 | $144,137,000 | +$1,343,717 | -$1,568,331 | -$224,614 | VUG, IWS, VTV, VWO, VBR | 13F-HR | 24 May 2021, 12:20 |
| Q2 2014 | 33 | $148,398,000 | +$995,262 | -$2,976,381 | -$1,981,119 | VUG, IWS, VTV, VWO, VBR | 13F-HR | 24 May 2021, 12:19 |
| Q1 2014 | 32 | $143,517,000 | +$1,882,905 | -$1,788,225 | +$94,680 | VUG, IWS, VTV, VWO, VBR | 13F-HR | 24 May 2021, 12:18 |
| Q4 2013 | 32 | $141,097,000 | $0 | $0 | $0 | VUG, IWS, VTV, VWO, VBR | 13F-HR | 24 May 2021, 12:16 |