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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 158 | $508M | +$86.4M | -$99M | -$12.6M | IVV, NMFC, IWM, IWD, BFEB | 13F-HR | 25 Oct 2022, 09:26 |
| Q2 2022 | 157 | $551M | +$70.3M | -$24.5M | +$45.7M | IVV, VEU, NMFC, IWM, IWD | 13F-HR | 21 Jul 2022, 10:22 |
| Q1 2022 | 167 | $598M | +$113M | -$23.6M | +$89.6M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 03 May 2022, 14:21 |
| Q4 2021 | 152 | $530M | +$40.2M | -$4.4M | +$35.8M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 01 Feb 2022, 15:55 |
| Q3 2021 | 144 | $468M | +$27.8M | -$5.57M | +$22.2M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 29 Oct 2021, 15:08 |
| Q2 2021 | 131 | $454M | +$40.9M | -$23M | +$17.9M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 29 Jul 2021, 12:27 |
| Q1 2021 | 118 | $413M | +$91M | -$21.6M | +$69.4M | IWM, IVV, VEU, IWR, NMFC | 13F-HR | 06 May 2021, 15:59 |
| Q4 2020 | 96 | $322M | +$97.1M | -$36.3M | +$60.8M | IVV, IWM, VEU, NMFC, ESGE | 13F-HR | 11 Feb 2021, 11:08 |
| Q3 2020 | 79 | $227M | +$29.8M | -$105M | -$75.6M | NMFC, IVV, KJAN, VEU, ESGE | 13F-HR | 21 Oct 2020, 15:23 |
| Q2 2020 | 85 | $288M | +$43.4M | -$41.1M | +$2.34M | IVV, IWM, NMFC, VEU, POCT | 13F-HR | 10 Aug 2020, 13:28 |
| Q1 2020 | 75 | $240M | +$65.2M | -$106M | -$40.6M | IVV, IWM, VEU, NMFC, IWR | 13F-HR | 05 May 2020, 15:13 |
| Q4 2019 | 136 | $361M | +$13M | -$11.2M | +$1.8M | POCT, IDV, IVV, NMFC, IWR | 13F-HR | 23 Jan 2020, 10:02 |
| Q3 2019 | 141 | $338M | +$25.4M | -$9.42M | +$16M | POCT, IDV, IVV, NMFC, IWR | 13F-HR | 18 Oct 2019, 12:46 |
| Q2 2019 | 137 | $324M | +$56.4M | -$28.3M | +$28.1M | POCT, IDV, IVV, IWR, NMFC | 13F-HR | 17 Jul 2019, 10:03 |
| Q1 2019 | 133 | $283M | +$13.3M | -$17M | -$3.66M | IVV, IDV, IWR, NMFC, VEU | 13F-HR | 12 Apr 2019, 11:24 |
| Q4 2018 | 121 | $263M | +$69.9M | -$47.8M | +$22.1M | IVV, IDV, IWR, NMFC, VEU | 13F-HR | 04 Feb 2019, 13:57 |
| Q3 2018 | 145 | $292M | +$31.1M | -$46.1M | -$15M | IVV, NMFC, IWR, IWM, VEU | 13F-HR | 29 Oct 2018, 16:06 |
| Q2 2018 | 116 | $296M | +$33.7M | -$12.8M | +$20.9M | IVV, NMFC, VEU, IWR, IWM | 13F-HR | 19 Jul 2018, 14:43 |
| Q1 2018 | 110 | $279M | +$20.9M | -$26.5M | -$5.56M | IVV, VEU, IWR, NMFC, IWM | 13F-HR | 26 Apr 2018, 11:29 |
| Q4 2017 | 109 | $288M | +$47.5M | -$47.5M | +$9.07K | IVV, VEU, IWR, NMFC, VEA | 13F-HR | 19 Jan 2018, 09:05 |
| Q3 2017 | 110 | $280M | +$11.8M | -$13.7M | -$1.98M | IVV, IWR, AMJ, VEU, NMFC | 13F-HR | 19 Oct 2017, 15:11 |
| Q2 2017 | 116 | $275M | +$16.6M | -$22.2M | -$5.64M | IVV, AMJ, IWR, VEU, NMFC | 13F-HR | 19 Jul 2017, 10:19 |
| Q1 2017 | 109 | $278M | +$59.8M | -$33.3M | +$26.4M | AMJ, IVV, IWR, VEU, NMFC | 13F-HR | 19 Apr 2017, 17:37 |
| Q4 2016 | 106 | $246M | +$80.6M | -$5.55M | +$75M | NMFC, IWR, IVV, IWB, IJR | 13F-HR | 25 Jan 2017, 19:25 |
| Q3 2016 | 97 | $167M | +$10.7M | -$26.9M | -$16.2M | NMFC, IWB, IWR, AMU, IJR | 13F-HR | 20 Oct 2016, 11:05 |
| Q2 2016 | 114 | $177M | +$21.4M | -$10.3M | +$11.1M | NMFC, IWB, IWR, AMU, IJR | 13F-HR | 25 Jul 2016, 17:20 |
| Q1 2016 | 117 | $158M | +$28.3M | -$5.96M | +$22.3M | IWB, NMFC, IWR, AMU, IJR | 13F-HR | 14 Apr 2016, 19:21 |
| Q4 2015 | 98 | $137M | +$19.9M | -$20.5M | -$611K | IWB, NMFC, AMU, IJR, IWM | 13F-HR | 26 Jan 2016, 06:55 |
| Q3 2015 | 97 | $136M | +$27.7M | -$6.25M | +$21.5M | IWB, NMFC, AMJ, IJR, IWM | 13F-HR | 14 Oct 2015, 21:25 |
| Q2 2015 | 78 | $128M | +$7.44M | -$4.95M | +$2.49M | IWB, NMFC, IJR, IWM, IEV | 13F-HR | 16 Jul 2015, 19:01 |
| Q1 2015 | 73 | $126M | +$8.4M | -$12.7M | -$4.29M | IWB, NMFC, IWM, IJR, OEF | 13F-HR | 08 May 2015, 21:15 |
| Q4 2014 | 60 | $126M | +$13.1M | -$6.51M | +$6.59M | IWB, NMFC, IWM, IJR, OEF | 13F-HR | 09 Feb 2015, 07:35 |
| Q3 2014 | 59 | $119M | +$7.92M | -$9.58M | -$1.66M | IWB, NMFC, AMJ, IWM, IJR | 13F-HR | 10 Nov 2014, 06:09 |
| Q2 2014 | 51 | $124M | +$36.4M | -$6.32M | +$30M | IWB, NMFC, IWM, IJR, AMJ | 13F-HR | 08 Aug 2014, 13:35 |
| Q1 2014 | 50 | $90.9M | +$14.7M | -$20.1M | -$5.42M | IJR, IWD, IWM, OEF, NMFC | 13F-HR | 09 May 2014, 15:02 |
| Q4 2013 | 45 | $95.4M | $0 | $0 | IWB, IWD, OEF, IWM, IJR | 13F-HR | 05 Feb 2014, 13:58 |