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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 58 | $197,929,868 | +$10,971,568 | -$25,255,565 | -$14,283,997 | VOO, IEF, IEI, VGLT, VGSH | 13F-HR | 12 Nov 2025, 15:52 |
| Q2 2025 | 58 | $202,305,593 | +$39,351,368 | -$20,460,427 | +$18,890,941 | VOO, IEF, IEI, VGSH, VGLT | 13F-HR | 13 Aug 2025, 10:03 |
| Q1 2025 | 61 | $172,947,808 | +$16,628,298 | -$25,960,293 | -$9,331,995 | VOO, IEF, IEI, VGLT, VGSH | 13F-HR | 14 May 2025, 12:40 |
| Q4 2024 | 63 | $185,315,533 | $0 | $0 | $0 | VOO, IEF, IEI, VGLT, VGSH | 13F-HR | 14 Feb 2025, 14:12 |
| Q3 2023 | 43 | $54,129,770 | +$7,196,270 | -$4,995,152 | +$2,201,118 | VOO, LOB, AAPL, ASRV, BRKB | 13F-HR | 09 Nov 2023, 14:17 |
| Q2 2023 | 43 | $52,816,661 | +$21,169,420 | -$13,690,070 | +$7,479,350 | VOO, LOB, AAPL, USFR, ASRV | 13F-HR | 14 Aug 2023, 11:44 |
| Q1 2023 | 41 | $43,503,032 | +$3,413,322 | -$9,725,527 | -$6,312,205 | USFR, VOO, RSP, LOB, AAPL | 13F-HR | 04 May 2023, 16:49 |
| Q4 2022 | 43 | $50,164,780 | +$5,673,494 | -$3,910,263 | +$1,763,231 | USFR, COEP, LOB, RSP, VOO | 13F-HR | 06 Feb 2023, 08:51 |
| Q3 2022 | 47 | $45,399,000 | +$8,872,312 | -$3,878,713 | +$4,993,599 | USFR, LOB, VOO, RSP, ASRV | 13F-HR | 31 Oct 2022, 10:24 |
| Q2 2022 | 49 | $42,466,000 | +$7,991,087 | -$85,935,339 | -$77,944,252 | LOB, RSP, VOO, ASRV, AAPL | 13F-HR | 28 Jul 2022, 13:55 |
| Q1 2022 | 67 | $136,963,000 | +$21,326,717 | -$2,549,967 | +$18,776,750 | SSO, VOO, QLD, AAPL, LOB | 13F-HR | 03 May 2022, 17:30 |
| Q4 2021 | 63 | $145,717,000 | +$2,595,824 | -$4,592,996 | -$1,997,172 | SSO, VOO, QLD, LOB, AAPL | 13F-HR | 11 Feb 2022, 13:28 |
| Q3 2021 | 65 | $129,792,000 | +$31,223,952 | -$30,110,779 | +$1,113,173 | SSO, VOO, QLD, LOB, AAPL | 13F-HR | 05 Nov 2021, 14:12 |
| Q2 2021 | 70 | $128,442,000 | +$24,883,045 | -$20,943,455 | +$3,939,590 | SSO, RSP, LOB, AAPL, VOO | 13F-HR | 15 Jul 2021, 12:52 |
| Q1 2021 | 66 | $116,642,000 | +$41,454,081 | -$33,206,841 | +$8,247,240 | RSP, SSO, LOB, VOO, AAPL | 13F-HR | 04 May 2021, 11:42 |
| Q4 2020 | 66 | $101,760,000 | $0 | $0 | $0 | VOO, AAPL, LOB, RSP, QQQ | 13F-HR | 03 Feb 2021, 12:56 |
| Q3 2019 | 64 | $73,514,000 | +$9,720,052 | -$13,558,187 | -$3,838,135 | SSO, VOO, V, LOB, SPY | 13F-HR | 08 Nov 2019, 13:28 |
| Q2 2019 | 70 | $76,628,000 | +$31,069,490 | -$3,541,940 | +$27,527,550 | VOO, SSO, SPY, SPLV, TIP | 13F-HR | 30 Jul 2019, 15:14 |
| Q1 2019 | 68 | $47,909,000 | +$9,695,140 | -$4,923,317 | +$4,771,823 | VOO, BBN, V, SPY, ASRV | 13F-HR | 24 Apr 2019, 08:21 |
| Q4 2018 | 65 | $39,457,000 | +$4,378,009 | -$35,903,295 | -$31,525,286 | BBN, ASRV, SPY, LOB, V | 13F-HR | 07 Feb 2019, 11:40 |
| Q3 2018 | 75 | $80,081,000 | +$7,774,565 | -$7,286,113 | +$488,452 | SSO, IJR, VOO, AAPL, AMZN | 13F-HR | 29 Oct 2018, 15:01 |
| Q2 2018 | 73 | $74,466,000 | +$6,011,975 | -$23,007,648 | -$16,995,673 | SSO, IJR, MDY, LOB, VOO | 13F-HR | 25 Jul 2018, 09:46 |
| Q1 2018 | 77 | $88,428,000 | +$4,171,172 | -$17,920,351 | -$13,749,179 | SSO, BBN, EEM, VOO, MDY | 13F-HR | 04 May 2018, 15:50 |
| Q4 2017 | 73 | $102,201,000 | $0 | $0 | $0 | BBN, SSO, MDY, EEM, VOO | 13F-HR | 12 Feb 2018, 09:26 |
| Q1 2017 | 29 | $76,461,000 | +$5,014,353 | -$15,562,479 | -$10,548,126 | BBN, SSO, VOO, MDY, IJR | 13F-HR | 12 May 2017, 14:37 |
| Q4 2016 | 32 | $85,611,000 | +$31,252,778 | -$23,172,246 | +$8,080,532 | BBN, VOO, SSO, MDY, IJR | 13F-HR | 30 Jan 2017, 10:53 |
| Q3 2016 | 74 | $79,026,000 | +$25,484,376 | -$12,877,118 | +$12,607,258 | BBN, SHY, VOO, GLD, JNJ | 13F-HR | 14 Nov 2016, 11:59 |
| Q2 2016 | 28 | $67,242,000 | +$7,104,006 | -$1,984,468 | +$5,119,538 | BBN, TLT, VOO, PFF, MO | 13F-HR | 08 Aug 2016, 16:28 |
| Q1 2016 | 26 | $58,939,000 | +$31,629,861 | -$15,369,655 | +$16,260,206 | BBN, VOO, TLT, MO, JNJ | 13F-HR | 13 May 2016, 13:37 |
| Q4 2015 | 29 | $42,171,000 | +$3,369,017 | -$14,707,637 | -$11,338,620 | VOO, AAPL, TLT, JNJ, ASRV | 13F-HR | 08 Feb 2016, 16:55 |
| Q3 2015 | 60 | $52,455,000 | +$5,908,484 | -$34,453,746 | -$28,545,262 | VOO, AAPL, TLT, SPY, ASRV | 13F-HR | 12 Nov 2015, 15:13 |
| Q2 2015 | 151 | $86,023,000 | +$5,969,745 | -$6,034,867 | -$65,122 | VOO, AAPL, EFA, HEDJ, SPY | Restatement | 11 Aug 2015, 12:33 |
| Q1 2015 | 87 | $86,812,000 | +$11,424,915 | -$27,444,202 | -$16,019,287 | VOO, AAPL, HEDJ, SPY, CHI | 13F-HR | 14 May 2015, 17:05 |
| Q4 2014 | 123 | $103,150,000 | +$48,503,140 | -$4,456,057 | +$44,047,083 | VOO, SPY, AAPL, CHI, XOM | 13F-HR | 13 Feb 2015, 15:27 |
| Q3 2014 | 104 | $57,840,000 | +$1,868,860 | -$37,249,873 | -$35,381,013 | AAPL, MO, JNJ, XOM, ASRV | 13F-HR | 14 Nov 2014, 18:14 |
| Q2 2014 | 116 | $93,167,000 | +$9,585,832 | -$16,521,577 | -$6,935,745 | VOO, SPY, AAPL, CHI, VXF | 13F-HR | 15 Aug 2014, 18:56 |
| Q1 2014 | 131 | $99,578,000 | +$4,052,620 | -$72,107,703 | -$68,055,083 | VOO, SPY, VXF, AAPL, JNJ | 13F-HR | 14 May 2014, 16:38 |
| Q4 2013 | 183 | $167,656,000 | $0 | $0 | $0 | VOO, SPY, XOM, AAPL, JNJ | 13F-HR | 14 Feb 2014, 15:58 |