$623 Million is the total value of Acropolis Investment Management, LLC's 148 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 14.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Buy | ISHARES TRcore s&p mcp etf | $93,192,000 | +3.4% | 462,976 | +0.0% | 14.96% | +1.1% |
| VOO | Buy | VANGUARD INDEX FDS | $88,198,000 | +7.3% | 330,268 | +0.3% | 14.16% | +5.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDftse dev mkt etf | $76,251,000 | +5.4% | 1,762,222 | +4.5% | 12.24% | +3.0% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $70,635,000 | -5.8% | 897,521 | -5.2% | 11.34% | -7.8% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $41,082,000 | -3.7% | 805,528 | -2.9% | 6.60% | -5.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $37,426,000 | +2.4% | 429,002 | -2.1% | 6.01% | +0.1% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $26,339,000 | +2.8% | 326,456 | +3.8% | 4.23% | +0.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $24,212,000 | +2.3% | 590,538 | +5.3% | 3.89% | +0.1% |
| IVV | Sell | ISHARES TRcore s&p 500 etf | $11,372,000 | +3.9% | 38,849 | -3.1% | 1.83% | +1.7% |
| AGG | Sell | ISHARES TRbarcly usagg b | $10,023,000 | -3.5% | 94,982 | -2.8% | 1.61% | -5.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $7,462,000 | +3.6% | 64,418 | -1.5% | 1.20% | +1.4% |
| IVW | Sell | ISHARES TRs&p500 grwt etf | $6,844,000 | +7.4% | 38,630 | -1.4% | 1.10% | +5.1% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $6,722,000 | -29.0% | 126,590 | +42.0% | 1.08% | -30.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,978,000 | -0.6% | 87,924 | -2.1% | 0.96% | -2.7% |
| IWR | Sell | ISHARES TRrus mid cap etf | $4,660,000 | +2.1% | 21,132 | -1.7% | 0.75% | -0.1% |
| MBB | Sell | ISHARES TRmbs etf | $4,550,000 | -12.6% | 44,033 | -11.9% | 0.73% | -14.5% |
| MSFT | Buy | MICROSOFT CORP | $3,908,000 | +16.0% | 34,170 | +0.0% | 0.63% | +13.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,770,000 | +14.8% | 14,171 | +5.8% | 0.60% | +12.2% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $3,426,000 | +185.7% | 66,110 | +471.7% | 0.55% | +179.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,265,000 | +15.0% | 50,959 | +13.8% | 0.52% | +12.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $3,121,000 | +4.9% | 24,645 | +0.6% | 0.50% | +2.7% |
| AAPL | Sell | APPLE INC | $3,018,000 | +16.2% | 13,368 | -4.7% | 0.48% | +13.6% |
| INTC | Sell | INTEL CORP | $2,940,000 | -8.9% | 62,168 | -4.3% | 0.47% | -10.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,679,000 | +7.5% | 19,386 | -5.6% | 0.43% | +5.1% |
| WMT | Buy | WAL MART STORES INC | $2,511,000 | +12.5% | 26,744 | +2.6% | 0.40% | +10.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,218,000 | +0.6% | 13,157 | -2.3% | 0.36% | -1.7% |
| CVX | Sell | CHEVRON CORP NEW | $1,969,000 | -7.3% | 16,102 | -4.2% | 0.32% | -9.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,963,000 | +7.6% | 26,061 | -0.8% | 0.32% | +5.4% |
| MMM | Buy | 3M CO | $1,878,000 | +8.1% | 8,915 | +0.9% | 0.30% | +6.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $1,877,000 | +2.8% | 14,469 | -3.0% | 0.30% | +0.3% |
| TJX | Sell | TJX COS INC NEW | $1,765,000 | +15.9% | 15,752 | -1.5% | 0.28% | +13.2% |
| IYR | Sell | ISHARES TRu.s. real es etf | $1,668,000 | -1.1% | 20,848 | -0.4% | 0.27% | -3.2% |
| MPC | Sell | MARATHON PETE CORP | $1,637,000 | +10.2% | 20,474 | -3.3% | 0.26% | +7.8% |
| HD | Sell | HOME DEPOT INC | $1,608,000 | +5.7% | 7,762 | -0.5% | 0.26% | +3.2% |
| EMR | Sell | EMERSON ELEC CO | $1,529,000 | +7.3% | 19,962 | -3.1% | 0.25% | +5.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,484,000 | +7.4% | 9,511 | -1.0% | 0.24% | +4.8% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $1,468,000 | +1.5% | 43,779 | 0.0% | 0.24% | -0.8% | |
| XOM | Sell | EXXON MOBIL CORP | $1,454,000 | -9.8% | 17,108 | -12.2% | 0.23% | -12.1% |
| IYW | Sell | ISHARES TRu.s.tech etf | $1,445,000 | +5.7% | 7,450 | -2.9% | 0.23% | +3.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,433,000 | +13.2% | 4,143 | -3.3% | 0.23% | +10.6% |
| DE | Sell | DEERE & CO | $1,434,000 | -13.4% | 9,540 | -19.4% | 0.23% | -15.4% |
| IBB | Sell | ISHARES TRnasdaq biotech | $1,403,000 | +9.4% | 11,508 | -1.4% | 0.22% | +7.1% |
| ICF | Buy | ISHARES TRcohen steer reit | $1,385,000 | +1.9% | 13,840 | +1.7% | 0.22% | -0.4% |
| ANDV | Sell | ANDEAVOR | $1,363,000 | -16.4% | 8,879 | -28.6% | 0.22% | -18.3% |
| ANTM | Sell | ANTHEM INC | $1,225,000 | -7.4% | 4,469 | -19.6% | 0.20% | -9.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,203,000 | -3.4% | 28,023 | -2.5% | 0.19% | -5.4% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,182,000 | +6.5% | 8,137 | +4.6% | 0.19% | +4.4% |
| COF | CAPITAL ONE FINL CORP | $1,122,000 | +3.3% | 11,821 | 0.0% | 0.18% | +1.1% | |
| WFC | Sell | WELLS FARGO & CO NEW | $1,121,000 | -8.7% | 21,330 | -3.7% | 0.18% | -10.9% |
| VLO | Sell | VALERO ENERGY CORP NEW | $1,088,000 | +1.4% | 9,565 | -1.2% | 0.18% | -0.6% |
| V | Buy | VISA INC | $1,062,000 | +16.1% | 7,077 | +2.5% | 0.17% | +14.0% |
| NKE | Sell | NIKE INC | $1,052,000 | -6.7% | 12,415 | -12.3% | 0.17% | -8.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,030,000 | +11.1% | 9,129 | +2.6% | 0.16% | +8.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,029,000 | +10.4% | 9,664 | +1.6% | 0.16% | +7.8% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,010,000 | +6.5% | 4,935 | -3.0% | 0.16% | +3.8% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $1,001,000 | +20.3% | 5,545 | +0.5% | 0.16% | +17.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $993,000 | -9.3% | 6,570 | -16.2% | 0.16% | -11.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $991,000 | +5.0% | 5,823 | +1.0% | 0.16% | +2.6% |
| PEP | Sell | PEPSICO INC | $924,000 | +1.8% | 8,265 | -0.9% | 0.15% | -0.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $904,000 | -3.4% | 7,997 | -5.6% | 0.14% | -5.8% |
| BA | Sell | BOEING CO | $891,000 | -0.3% | 2,396 | -10.1% | 0.14% | -2.7% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $885,000 | -9.0% | 11,320 | -9.1% | 0.14% | -11.2% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $858,000 | +9.2% | 4,576 | -3.2% | 0.14% | +7.0% |
| DIS | Sell | DISNEY WALT CO | $854,000 | +9.1% | 7,304 | -2.2% | 0.14% | +6.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $846,000 | +6.0% | 13,580 | +6.8% | 0.14% | +3.8% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $804,000 | -1.0% | 5,750 | -11.5% | 0.13% | -3.0% |
| IYH | Sell | ISHARES TRus hlthcare etf | $788,000 | +12.9% | 3,884 | -0.9% | 0.13% | +10.4% |
| CMI | Buy | CUMMINS INC | $774,000 | +17.3% | 5,302 | +6.9% | 0.12% | +14.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $742,000 | +171.8% | 14,328 | +176.1% | 0.12% | +164.4% |
| GOOGL | Buy | GOOGLE INCcl a | $733,000 | +13.6% | 609 | +6.3% | 0.12% | +11.3% |
| SYY | Buy | SYSCO CORP | $735,000 | +8.2% | 10,029 | +0.8% | 0.12% | +6.3% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $710,000 | +6.4% | 3,792 | 0.0% | 0.11% | +4.6% | |
| IEI | Sell | ISHARES3 7 yr treas bd | $678,000 | -25.7% | 5,695 | -25.1% | 0.11% | -27.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $603,000 | +14.9% | 2,815 | +0.1% | 0.10% | +12.8% |
| FITB | Sell | FIFTH THIRD BANCORP | $581,000 | -22.9% | 20,821 | -20.7% | 0.09% | -25.0% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $572,000 | +40.5% | 1,646 | +10.6% | 0.09% | +37.3% |
| TXN | Buy | TEXAS INSTRS INC | $564,000 | +34.3% | 5,261 | +38.1% | 0.09% | +31.9% |
| USRT | Buy | ISHARES TRcre u s reit etf | $558,000 | +3.9% | 11,535 | +5.6% | 0.09% | +2.3% |
| TIP | Sell | ISHARES TRtips bd etf | $547,000 | -34.2% | 4,949 | -32.8% | 0.09% | -35.3% |
| IWB | Sell | ISHARES TRrus 1000 etf | $538,000 | -0.9% | 3,327 | -6.9% | 0.09% | -3.4% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $529,000 | -2.6% | 9,812 | -6.9% | 0.08% | -4.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $510,000 | +14.9% | 6,139 | +15.3% | 0.08% | +12.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $507,000 | +7.2% | 1,745 | +0.1% | 0.08% | +3.8% |
| KR | Buy | KROGER CO | $504,000 | +18.3% | 17,324 | +15.8% | 0.08% | +15.7% |
| IYF | ISHARES TRu.s. finls etf | $501,000 | +3.7% | 4,121 | 0.0% | 0.08% | +1.3% | |
| SDY | SPDR SERIES TRUSTs&p divid etf | $489,000 | +5.6% | 4,991 | 0.0% | 0.08% | +3.9% | |
| CERN | Sell | CERNER CORP | $483,000 | +1.3% | 7,494 | -6.1% | 0.08% | 0.0% |
| GWW | Sell | GRAINGER W W INC | $478,000 | -5.7% | 1,338 | -18.6% | 0.08% | -7.2% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $473,000 | +29.2% | 7,622 | +15.4% | 0.08% | +26.7% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $456,000 | +16.9% | 4,225 | +19.2% | 0.07% | +14.1% |
| PFE | Buy | PFIZER INC | $432,000 | +42.1% | 9,799 | +16.8% | 0.07% | +38.0% |
| EFSC | ENTERPRISE FINL SVCS CORP | $404,000 | -1.7% | 7,620 | 0.0% | 0.06% | -3.0% | |
| T | Sell | AT&T INC | $401,000 | +2.8% | 11,931 | -1.9% | 0.06% | 0.0% |
| PG | Sell | PROCTER & GAMBLE CO | $400,000 | -0.5% | 4,805 | -6.7% | 0.06% | -3.0% |
| MNST | Sell | MONSTER BEVERAGE CORP | $392,000 | -10.7% | 6,718 | -12.3% | 0.06% | -12.5% |
| SPIB | SPDR SERIES TRUSTportfolio intrmd | $389,000 | +0.3% | 11,670 | 0.0% | 0.06% | -3.1% | |
| USB | Buy | US BANCORP DEL | $374,000 | +21.0% | 7,088 | +14.8% | 0.06% | +17.6% |
| ABT | Sell | ABBOTT LABS | $359,000 | +19.3% | 4,898 | -0.9% | 0.06% | +18.4% |
| MCD | Sell | MCDONALDS CORP | $354,000 | +1.7% | 2,119 | -4.7% | 0.06% | 0.0% |
| ESRX | Buy | EXPRESS SCRIPTS INC | $329,000 | +25.1% | 3,460 | +1.5% | 0.05% | +23.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $328,000 | +35.0% | 2,191 | +26.7% | 0.05% | +32.5% |
| KMB | KIMBERLY CLARK CORP | $322,000 | +7.7% | 2,836 | 0.0% | 0.05% | +6.1% | |
| KMI | Sell | KINDER MORGAN INC DEL | $312,000 | -30.7% | 17,625 | -30.9% | 0.05% | -32.4% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $303,000 | +7.1% | 1,500 | +0.1% | 0.05% | +6.5% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $308,000 | +1.7% | 970 | -1.5% | 0.05% | -2.0% |
| SBUX | Buy | STARBUCKS CORP | $289,000 | +26.8% | 5,088 | +9.2% | 0.05% | +24.3% |
| MCK | Sell | MCKESSON CORP | $278,000 | -4.5% | 2,092 | -4.1% | 0.04% | -6.2% |
| MUR | Sell | MURPHY OIL CORP | $263,000 | -3.3% | 7,885 | -2.1% | 0.04% | -6.7% |
| ISRG | INTUITIVE SURGICAL INC | $258,000 | +20.0% | 450 | 0.0% | 0.04% | +17.1% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $252,000 | +9.1% | 3,219 | 0.0% | 0.04% | +5.3% | |
| EPP | ISHARES INCmsci pac jp etf | $235,000 | -1.3% | 5,182 | 0.0% | 0.04% | -2.6% | |
| PSX | Buy | PHILLIPS 66 | $238,000 | +124.5% | 2,107 | +122.5% | 0.04% | +123.5% |
| ABBV | Sell | ABBVIE INC | $216,000 | 0.0% | 2,284 | -2.2% | 0.04% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $213,000 | +12.1% | 3,983 | +5.2% | 0.03% | +9.7% |
| SUSA | ISHARES TRmsci usa esg slc | $213,000 | +6.0% | 1,785 | 0.0% | 0.03% | +3.0% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $213,000 | +23.1% | 1,990 | +16.0% | 0.03% | +21.4% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $200,000 | -5.2% | 3,850 | -5.6% | 0.03% | -8.6% |
| IWC | ISHARES TRmicro -cap etf | $192,000 | +1.1% | 1,804 | 0.0% | 0.03% | 0.0% | |
| BIV | VANGUARD BD INDEX FD INCintermed term | $181,000 | -0.5% | 2,245 | 0.0% | 0.03% | -3.3% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $174,000 | +6.7% | 962 | 0.0% | 0.03% | +3.7% | |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $166,000 | – | 3,035 | +100.0% | 0.03% | – |
| IEF | New | ISHARES TRbarclys 7-10 yr | $153,000 | – | 1,510 | +100.0% | 0.02% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $149,000 | +8.0% | 2,044 | -10.9% | 0.02% | +4.3% |
| MAS | New | MASCO CORP | $146,000 | – | 4,000 | +100.0% | 0.02% | – |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $138,000 | +14.0% | 1,455 | 0.0% | 0.02% | +10.0% | |
| New | MERCK & CO INC | $140,000 | – | 1,967 | +100.0% | 0.02% | – | |
| UNP | UNION PAC CORP | $130,000 | +15.0% | 800 | 0.0% | 0.02% | +10.5% | |
| GILD | Sell | GILEAD SCIENCES INC | $124,000 | -23.9% | 1,610 | -30.0% | 0.02% | -25.9% |
| CMCSA | New | COMCAST CORP NEWcl a | $126,000 | – | 3,570 | +100.0% | 0.02% | – |
| ITW | Sell | ILLINOIS TOOL WKS INC | $123,000 | -11.5% | 871 | -13.4% | 0.02% | -13.0% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $120,000 | +4.3% | 2,437 | +8.5% | 0.02% | 0.0% |
| AME | AMETEK INC NEW | $118,000 | +10.3% | 1,487 | 0.0% | 0.02% | +5.6% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $117,000 | 0.0% | 1,002 | -6.3% | 0.02% | 0.0% |
| COP | CONOCOPHILLIPS | $119,000 | +11.2% | 1,540 | 0.0% | 0.02% | +5.6% | |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $110,000 | – | 2,044 | +100.0% | 0.02% | – |
| CELG | Sell | CELGENE CORP | $114,000 | +1.8% | 1,269 | -9.6% | 0.02% | 0.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $111,000 | -35.1% | 1,333 | -35.1% | 0.02% | -35.7% |
| MDT | New | MEDTRONIC INC | $113,000 | – | 1,152 | +100.0% | 0.02% | – |
| BAC | BANK AMER CORP | $105,000 | +5.0% | 3,550 | 0.0% | 0.02% | +6.2% | |
| CSX | New | CSX CORP | $107,000 | – | 1,446 | +100.0% | 0.02% | – |
| ADMP | New | ADAMIS PHARMACEUTICALS CORP | $105,000 | – | 30,000 | +100.0% | 0.02% | – |
| VDE | VANGUARD WORLD FDSenergy etf | $105,000 | 0.0% | 995 | 0.0% | 0.02% | 0.0% | |
| WDFC | New | WD-40 CO | $103,000 | – | 600 | +100.0% | 0.02% | – |
| XLE | SELECT SECTOR SPDR TRenergy | $108,000 | 0.0% | 1,421 | 0.0% | 0.02% | -5.6% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $102,000 | -8.1% | 934 | -2.6% | 0.02% | -11.1% |
| CAT | New | CATERPILLAR INC DEL | $100,000 | – | 658 | +100.0% | 0.02% | – |
| BDX | New | BECTON DICKINSON & CO | $101,000 | – | 386 | +100.0% | 0.02% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -1,690 | -100.0% | -0.02% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,642 | -100.0% | -0.02% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -971 | -100.0% | -0.02% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,423 | -100.0% | -0.02% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -2,727 | -100.0% | -0.03% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,208 | -100.0% | -0.03% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,085 | -100.0% | -0.04% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2,092 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 15.3% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 13.9% |
| VANGUARD TAX-MANAGED FD | 42 | Q3 2023 | 12.6% |
| ISHARES TR | 42 | Q3 2023 | 9.5% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 8.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.5% |
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 4.7% |
| ISHARES TR | 42 | Q3 2023 | 4.1% |
View Acropolis Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-14 |
View Acropolis Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.