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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 178 | $858,614,639 | +$47,561,183 | -$12,985,899 | +$34,575,284 | MBB, IJR, IGSB, IDEV, IJH | Restatement | 29 Jan 2026, 11:46 |
| Q3 2025 | 175 | $805,817,200 | +$29,538,095 | -$8,972,037 | +$20,566,058 | MBB, IJR, IGSB, IDEV, IJH | 13F-HR | 16 Oct 2025, 15:10 |
| Q2 2025 | 173 | $735,872,862 | +$69,626,924 | -$36,986,564 | +$32,640,360 | MBB, IJR, IGSB, IDEV, MSFT | 13F-HR | 16 Jul 2025, 18:51 |
| Q1 2025 | 166 | $675,363,251 | +$108,890,525 | -$62,339,509 | +$46,551,016 | IJR, IGSB, IDEV, MBB, AAPL | 13F-HR | 17 Apr 2025, 14:47 |
| Q4 2024 | 165 | $638,702,009 | +$36,456,628 | -$28,892,480 | +$7,564,148 | IJR, IGSB, AAPL, IDEV, MSFT | 13F-HR | 28 Jan 2025, 15:06 |
| Q3 2024 | 182 | $643,444,250 | +$46,540,360 | -$5,975,607 | +$40,564,753 | IJR, IGSB, IDEV, AAPL, MSFT | 13F-HR | 04 Nov 2024, 11:12 |
| Q2 2024 | 176 | $570,579,099 | +$33,378,034 | -$21,160,983 | +$12,217,051 | IJR, IGSB, MSFT, AAPL, IDEV | 13F-HR | 31 Jul 2024, 10:33 |
| Q1 2024 | 179 | $566,435,138 | +$41,523,551 | -$17,779,867 | +$23,743,684 | IJR, IGSB, MSFT, IDEV, AAPL | 13F-HR | 17 Apr 2024, 12:34 |
| Q4 2023 | 176 | $501,274,246 | +$28,782,870 | -$21,716,556 | +$7,066,314 | IJR, IGSB, MSFT, AAPL, IDEV | 13F-HR | 01 Feb 2024, 14:09 |
| Q3 2023 | 186 | $454,176,756 | +$41,308,863 | -$38,033,204 | +$3,275,659 | IJR, AAPL, MSFT, IDEV, IGSB | 13F-HR | 31 Oct 2023, 12:02 |
| Q2 2023 | 195 | $465,637,364 | +$57,988,687 | -$55,609,222 | +$2,379,465 | IJR, AAPL, MSFT, IDEV, BRKB | 13F-HR | 02 Aug 2023, 17:00 |
| Q1 2023 | 201 | $447,434,939 | +$34,976,929 | -$30,859,643 | +$4,117,286 | IJR, AAPL, MSFT, AMZN, BRKB | 13F-HR | 04 May 2023, 14:49 |
| Q4 2022 | 197 | $434,710,765 | +$60,787,067 | -$36,550,191 | +$24,236,876 | IJR, MSFT, AAPL, MRK, BRKB | 13F-HR | 07 Feb 2023, 18:37 |
| Q3 2022 | 173 | $368,474,000 | +$35,931,085 | -$28,001,749 | +$7,929,336 | AAPL, MSFT, BRKB, MRK, LMBS | 13F-HR | 07 Nov 2022, 14:24 |
| Q2 2022 | 177 | $392,090,000 | +$22,022,695 | -$64,086,699 | -$42,064,004 | MSFT, AAPL, LMBS, BRKB, USO | 13F-HR | 28 Jul 2022, 16:51 |
| Q1 2022 | 196 | $481,981,000 | +$30,189,617 | -$27,021,250 | +$3,168,367 | LMBS, AAPL, MSFT, BRKB, CVX | 13F-HR | 05 May 2022, 13:40 |
| Q4 2021 | 205 | $489,983,000 | +$28,551,977 | -$16,384,596 | +$12,167,381 | LMBS, MSFT, AAPL, BRKB, PFE | 13F-HR | 08 Feb 2022, 12:29 |
| Q3 2021 | 198 | $449,136,000 | +$49,258,390 | -$11,968,732 | +$37,289,658 | LMBS, MSFT, AAPL, BRKB, JPM | 13F-HR | 02 Nov 2021, 12:59 |
| Q2 2021 | 197 | $418,606,000 | +$60,633,803 | -$18,778,504 | +$41,855,299 | LMBS, MSFT, AAPL, BRKB, JPM | 13F-HR | 12 Aug 2021, 12:29 |
| Q1 2021 | 190 | $359,077,000 | +$39,559,922 | -$31,091,171 | +$8,468,751 | LMBS, MSFT, AAPL, JPM, BRKB | 13F-HR | 05 May 2021, 17:08 |
| Q4 2020 | 192 | $326,074,000 | +$38,492,495 | -$19,253,807 | +$19,238,688 | SPSB, MSFT, AAPL, BRKB, JPM | 13F-HR | 08 Feb 2021, 15:00 |
| Q3 2020 | 171 | $274,301,000 | +$26,953,940 | -$16,827,124 | +$10,126,816 | SPSB, MSFT, AAPL, BRKB, PG | 13F-HR | 06 Nov 2020, 15:33 |
| Q2 2020 | 166 | $266,926,000 | +$17,867,813 | -$11,660,882 | +$6,206,931 | SPSB, MSFT, AAPL, PG, MRK | 13F-HR | 10 Aug 2020, 17:33 |
| Q1 2020 | 158 | $225,466,000 | +$22,572,845 | -$14,080,446 | +$8,492,399 | SPSB, MSFT, AAPL, MRK, PG | 13F-HR | 06 May 2020, 13:00 |
| Q4 2019 | 170 | $281,625,000 | +$13,039,591 | -$10,117,012 | +$2,922,579 | MSFT, SPSB, BRKB, AAPL, MRK | 13F-HR | 06 Feb 2020, 17:55 |
| Q3 2019 | 161 | $260,887,000 | +$20,934,681 | -$6,978,653 | +$13,956,028 | MSFT, SPSB, BRKB, PG, AAPL | 13F-HR | 12 Nov 2019, 12:51 |
| Q2 2019 | 153 | $244,938,000 | +$26,144,231 | -$13,164,320 | +$12,979,911 | MSFT, BRKB, SPSB, MRK, PG | 13F-HR | 07 Aug 2019, 19:05 |
| Q1 2019 | 149 | $228,845,000 | +$17,327,545 | -$19,283,747 | -$1,956,202 | MSFT, MRK, PG, XOM, BRKB | 13F-HR | 07 May 2019, 16:27 |
| Q4 2018 | 149 | $209,312,000 | +$11,639,569 | -$6,499,401 | +$5,140,168 | MRK, PG, MSFT, BRKB, FLOT | 13F-HR | 08 Feb 2019, 13:11 |
| Q3 2018 | 152 | $231,948,000 | +$10,257,021 | -$9,366,821 | +$890,200 | MSFT, MRK, XOM, AAPL, PFE | 13F-HR | 02 Nov 2018, 13:02 |
| Q2 2018 | 152 | $218,543,000 | +$18,240,169 | -$22,777,399 | -$4,537,230 | MSFT, XOM, MRK, INTC, PG | 13F-HR | 13 Aug 2018, 18:31 |
| Q1 2018 | 151 | $218,516,000 | +$20,730,361 | -$16,832,531 | +$3,897,830 | INTC, VOO, MSFT, MRK, XOM | 13F-HR | 10 May 2018, 12:18 |
| Q4 2017 | 152 | $220,659,000 | +$17,489,875 | -$14,946,697 | +$2,543,178 | VOO, JNJ, INTC, XOM, MSFT | 13F-HR | 12 Feb 2018, 17:20 |
| Q3 2017 | 145 | $209,056,000 | +$112,119,901 | -$6,690,402 | +$105,429,499 | XOM, JNJ, MSFT, INTC, GE | 13F-HR | 14 Nov 2017, 16:20 |
| Q2 2017 | 119 | $100,257,000 | +$7,639,163 | -$83,294,566 | -$75,655,403 | NUV, XOM, JNJ, MSFT, GE | 13F-HR | 09 Aug 2017, 12:58 |
| Q1 2017 | 133 | $175,966,000 | +$17,916,018 | -$10,534,430 | +$7,381,588 | JNJ, XOM, PFE, MSFT, AAPL | 13F-HR | 11 May 2017, 18:20 |
| Q4 2016 | 131 | $164,407,000 | +$12,555,056 | -$15,338,255 | -$2,783,199 | JNJ, GE, XOM, MSFT, PG | 13F-HR | 09 Feb 2017, 16:06 |
| Q3 2016 | 127 | $161,444,000 | +$36,747,593 | -$5,911,905 | +$30,835,688 | PG, JNJ, MDU, INTC, MSFT | 13F-HR | 31 Oct 2016, 12:55 |
| Q2 2016 | 67 | $127,857,000 | +$9,616,207 | -$13,275,262 | -$3,659,055 | JNJ, XOM, PG, MDU, GE | 13F-HR | 12 Aug 2016, 11:12 |
| Q1 2016 | 71 | $126,017,000 | +$6,765,299 | -$7,099,995 | -$334,696 | PG, JNJ, XOM, GE, MMM | 13F-HR | 12 May 2016, 11:40 |
| Q4 2015 | 80 | $123,577,000 | +$4,116,171 | -$4,603,572 | -$487,401 | PG, JNJ, MSFT, GE, XOM | 13F-HR | 11 Feb 2016, 14:55 |
| Q3 2015 | 7 | $7,715,000 | $0 | $0 | $0 | SCHD, SCHM, SCHA, SCHG, SCHF | New Holdings | 11 Feb 2016, 18:07 |
| Q3 2015 | 79 | $115,924,000 | +$11,026,153 | -$3,438,783 | +$7,587,370 | PG, JNJ, XOM, NUV, MMM | 13F-HR | 05 Nov 2015, 10:36 |
| Q2 2015 | 7 | $7,457,000 | $0 | $0 | $0 | SCHD, SCHM, SCHA, SCHG, SCHF | New Holdings | 11 Feb 2016, 18:21 |
| Q2 2015 | 76 | $117,553,000 | +$5,092,535 | -$3,067,863 | +$2,024,672 | PG, NUV, XOM, JNJ, MMM | 13F-HR | 30 Jul 2015, 16:48 |
| Q1 2015 | 7 | $7,023,000 | $0 | $0 | $0 | SCHM, SCHA, SCHD, SCHG, SCHF | New Holdings | 11 Feb 2016, 18:27 |
| Q1 2015 | 79 | $117,064,000 | +$9,875,041 | -$8,340,320 | +$1,534,721 | NUV, MMM, XOM, JNJ, PG | 13F-HR | 22 Apr 2015, 18:51 |
| Q4 2014 | 7 | $6,202,000 | $0 | $0 | $0 | SCHM, SCHA, SCHD, SCHG, SCHF | New Holdings | 11 Feb 2016, 18:33 |
| Q4 2014 | 1 | $365,000 | $0 | $0 | $0 | ABBV | New Holdings | 22 Apr 2015, 19:02 |
| Q4 2014 | 73 | $110,422,000 | $0 | $0 | $0 | MMM, PG, INTC, JNJ, NUV | 13F-HR | 11 Feb 2015, 19:04 |