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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 144 | $616M | +$80.3M | -$51.7M | +$28.6M | SPTM, SPY, SPYG, VV, IWF | 13F-HR | 10/30/2025, 11:50 AM |
| Q2 2025 | 137 | $545M | +$51.5M | -$27.9M | +$23.6M | SPTM, SPY, SPYG, VV, IWF | 13F-HR | 7/29/2025, 02:41 PM |
| Q1 2025 | 139 | $479M | +$71.1M | -$40.7M | +$30.5M | SPTM, SPY, SPYV, VV, SPYG | 13F-HR | 5/7/2025, 12:32 PM |
| Q4 2024 | 126 | $464M | +$64.6M | -$52.1M | +$12.5M | SPY, SPTM, IWD, SPYG, SPYV | 13F-HR | 1/31/2025, 11:19 AM |
| Q3 2024 | 118 | $445M | +$66.6M | -$42M | +$24.7M | SPY, SPTM, SPYV, SPYG, IWF | 13F-HR | 10/23/2024, 09:15 AM |
| Q2 2024 | 114 | $401M | +$27.4M | -$7.75M | +$19.6M | SPY, SPTM, SPYG, IWF, VV | 13F-HR | 7/31/2024, 09:21 AM |
| Q1 2024 | 102 | $375M | +$9.39M | -$11.9M | -$2.55M | SPY, SPTM, IWF, SPYV, VV | 13F-HR | 5/6/2024, 10:46 AM |
| Q4 2023 | 100 | $343M | +$63.5M | -$44.6M | +$18.9M | SPY, SPTM, IWF, SPYV, VV | 13F-HR | 1/25/2024, 09:29 AM |
| Q3 2023 | 91 | $295M | +$30.2M | -$27.4M | +$2.82M | SPTM, SPY, SPYV, VV, BILS | 13F-HR | 11/13/2023, 10:18 AM |
| Q2 2023 | 97 | $301M | +$6.43M | -$9.29M | -$2.86M | SPTM, SPY, SPYV, VV, BILS | 13F-HR | 8/11/2023, 01:02 PM |
| Q1 2023 | 97 | $287M | +$81.2M | -$88.3M | -$7.1M | SPTM, SPY, SPYV, VV, BILS | 13F-HR | 5/12/2023, 03:58 PM |
| Q4 2022 | 98 | $282M | +$66M | -$18.5M | +$47.5M | SPLG, SPY, SPYV, USFR, VV | 13F-HR | 2/14/2023, 09:20 AM |
| Q3 2022 | 98 | $217M | +$11M | -$25.8M | -$14.8M | SPY, USFR, SPYV, VV, MGV | 13F-HR | 11/7/2022, 12:43 PM |
| Q2 2022 | 106 | $244M | +$62.1M | -$19.1M | +$42.9M | SPY, USFR, SPYV, SPYG, VV | 13F-HR | 8/11/2022, 09:20 AM |
| Q1 2022 | 114 | $239M | +$46.4M | -$10.7M | +$35.8M | SPY, SPYV, SPYG, VV, IWL | 13F-HR | 5/10/2022, 03:51 PM |
| Q4 2021 | 102 | $211M | +$64.9M | -$31.8M | +$33.1M | SPY, SPYV, SPYG, VV, AAPL | 13F-HR | 2/10/2022, 11:31 AM |
| Q3 2021 | 99 | $162M | +$9.03M | -$13.2M | -$4.13M | SPY, VV, AAPL, IWD, AMZN | 13F-HR | 10/29/2021, 02:24 PM |
| Q2 2021 | 97 | $167M | +$4.75M | -$5.53M | -$783K | SPY, VV, AAPL, IWD, AMZN | 13F-HR | 8/2/2021, 11:22 AM |
| Q1 2021 | 106 | $157M | +$11.5M | -$27.1M | -$15.6M | SPY, VV, AAPL, IWD, AMZN | 13F-HR | 4/26/2021, 04:45 PM |
| Q4 2020 | 97 | $163M | +$12.1M | -$17.3M | -$5.21M | SPY, IWL, VV, AAPL, AMZN | 13F-HR | 2/3/2021, 02:31 PM |
| Q3 2020 | 91 | $153M | +$7.92M | -$9.26M | -$1.34M | SPY, IWL, VV, AAPL, PFFD | 13F-HR | 10/22/2020, 11:58 AM |
| Q2 2020 | 89 | $148M | +$8.95M | -$26.3M | -$17.3M | SPY, IWL, PFF, VV, AAPL | 13F-HR | 7/24/2020, 03:11 PM |
| Q1 2020 | 85 | $139M | +$19.3M | -$16.4M | +$2.9M | SPY, MGC, IWL, PFF, VV | 13F-HR | 4/27/2020, 12:36 PM |
| Q4 2019 | 73 | $166M | +$6.46M | -$10.5M | -$4.04M | SPY, MGC, IWL, VV, AAPL | 13F-HR | 1/24/2020, 12:07 PM |
| Q3 2019 | 62 | $157M | +$145M | -$240K | +$144M | SPY, MGC, IWL, VV, RPV | 13F-HR | 10/22/2019, 11:05 AM |
| Q2 2019 | 27 | $12.9M | +$1.75M | -$745K | +$1.01M | SPY, XOM, ABT, ABBV, BIL | 13F-HR | 7/26/2019, 01:34 PM |
| Q1 2019 | 25 | $11.9M | +$1.66M | -$677K | +$981K | SPY, XOM, ABBV, ABT, BIL | 13F-HR | 4/29/2019, 12:17 PM |
| Q4 2018 | 20 | $9.89M | +$686K | -$90.6M | -$89.9M | SPY, XOM, ABBV, JPST, ABT | 13F-HR | 2/1/2019, 05:14 PM |
| Q3 2018 | 264 | $110M | +$2.67M | -$2.11M | +$568K | SPY, VBR, AAPL, AMZN, DUK | 13F-HR | 10/26/2018, 11:54 AM |
| Q2 2018 | 216 | $103M | +$2.45M | -$4.19M | -$1.74M | SPY, VBR, AAPL, AMZN, DUK | 13F-HR | 8/9/2018, 02:23 PM |
| Q1 2018 | 210 | $102M | +$2.95M | -$13.5M | -$10.5M | SPY, VBR, AAPL, AMZN, XOM | 13F-HR | 4/27/2018, 05:14 PM |
| Q4 2017 | 225 | $115M | $0 | $0 | SPY, VBR, IUSV, AAPL, SHY | 13F-HR | 2/16/2018, 11:30 AM |