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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 45 | $183,586,000 | +$22,120,066 | -$30,198,766 | -$8,078,700 | IVV, SPYG, SPDW, PSK, JMBS | 13F-HR | 28 Jan 2026, 15:21 |
| Q3 2025 | 44 | $190,652,000 | +$28,162,122 | -$28,902,087 | -$739,965 | SPYG, IVV, IEFA, PSK, FLBL | 13F-HR | 06 Nov 2025, 09:59 |
| Q2 2025 | 43 | $183,577,000 | +$43,550,656 | -$37,000,903 | +$6,549,753 | MBB, SPYG, IVV, IEFA, PSK | 13F-HR | 06 Aug 2025, 14:29 |
| Q1 2025 | 41 | $170,158,000 | +$21,002,394 | -$18,755,999 | +$2,246,395 | IVV, MBB, IEFA, DSTL, COWZ | 13F-HR | 06 May 2025, 10:34 |
| Q4 2024 | 42 | $168,506,000 | +$19,487,509 | -$215,356,387 | -$195,868,878 | IVV, MBB, IEFA, DSTL, QUAL | 13F-HR | 05 Feb 2025, 10:26 |
| Q3 2024 | 46 | $356,155,000 | $0 | $0 | $0 | IEFA, QUAL, JQUA, IVV, MBB | 13F-HR | 04 Nov 2024, 15:58 |
| Q2 2024 | 46 | $356,155,000 | +$36,991,842 | -$45,382,514 | -$8,390,672 | IEFA, QUAL, JQUA, IVV, MBB | 13F-HR | 06 Aug 2024, 12:47 |
| Q1 2024 | 48 | $366,269,000 | +$62,704,666 | -$87,363,156 | -$24,658,490 | IVV, IEFA, MBB, JQUA, QUAL | 13F-HR | 26 Apr 2024, 11:32 |
| Q4 2023 | 52 | $373,312,000 | +$73,036,815 | -$76,771,142 | -$3,734,327 | IVV, JQUA, JEPI, IEFA, MBB | 13F-HR | 01 Feb 2024, 15:37 |
| Q3 2023 | 47 | $357,409,000 | +$61,539,172 | -$36,151,218 | +$25,387,954 | IVV, JEPI, MBB, IEFA, JPST | 13F-HR | 02 Nov 2023, 15:06 |
| Q2 2023 | 46 | $342,896,000 | +$56,073,087 | -$73,778,440 | -$17,705,353 | IVV, JEPI, IEFA, MBB, SPYD | 13F-HR | 02 Aug 2023, 17:14 |
| Q1 2023 | 45 | $352,550,000 | +$64,913,954 | -$63,837,259 | +$1,076,695 | IVV, JEPI, USHY, IEFA, IGSB | 13F-HR | 04 May 2023, 10:05 |
| Q4 2022 | 47 | $341,833,000 | +$59,379,080 | -$54,051,670 | +$5,327,410 | IVV, QUAL, IEFA, JEPI, USHY | 13F-HR | 07 Feb 2023, 10:48 |
| Q3 2022 | 45 | $320,905,000 | +$67,056,519 | -$76,405,555 | -$9,349,036 | IVV, MGK, QUAL, IEFA, USHY | 13F-HR | 10 Nov 2022, 09:53 |
| Q2 2022 | 52 | $349,443,000 | +$59,349,613 | -$62,278,869 | -$2,929,256 | IEFA, IVV, EEMA, MGK, IGSB | 13F-HR | 02 Aug 2022, 09:58 |
| Q1 2022 | 50 | $396,436,000 | +$94,103,287 | -$80,607,897 | +$13,495,390 | IEFA, MGK, IVV, EEMA, XLK | 13F-HR | 04 May 2022, 16:45 |
| Q4 2021 | 55 | $402,727,000 | +$88,070,681 | -$80,622,256 | +$7,448,425 | IEFA, IVV, MGK, EEMA, SRLN | 13F-HR | 31 Jan 2022, 10:56 |
| Q3 2021 | 58 | $384,735,000 | +$81,754,039 | -$58,230,560 | +$23,523,479 | IEFA, IVV, EEMA, SRLN, EFV | 13F-HR | 25 Oct 2021, 14:45 |
| Q2 2021 | 54 | $365,153,000 | +$49,323,860 | -$110,277,322 | -$60,953,462 | IEFA, IVV, EFV, SRLN, VNQ | 13F-HR | 14 Jul 2021, 16:14 |
| Q1 2021 | 50 | $410,588,000 | +$78,587,687 | -$65,154,000 | +$13,433,687 | IEFA, IVV, VTV, XLK, EEMA | 13F-HR | 27 Apr 2021, 16:50 |
| Q4 2020 | 50 | $378,793,000 | +$94,941,859 | -$53,115,917 | +$41,825,942 | IEFA, IVV, VTV, IJR, XLK | 13F-HR | 25 Jan 2021, 15:20 |
| Q3 2020 | 51 | $303,779,000 | +$83,605,034 | -$113,753,781 | -$30,148,747 | IEFA, VTV, XLK, IVV, XLY | 13F-HR | 30 Oct 2020, 12:04 |
| Q2 2020 | 51 | $317,957,000 | +$100,238,830 | -$73,386,916 | +$26,851,914 | IEFA, QUAL, VLUE, EFV, XLK | 13F-HR | 28 Jul 2020, 12:09 |
| Q1 2020 | 46 | $259,593,000 | +$108,236,115 | -$129,567,946 | -$21,331,831 | QUAL, IEFA, XLK, IVV, VLUE | 13F-HR | 30 Apr 2020, 11:38 |
| Q4 2019 | 54 | $315,429,000 | +$49,797,989 | -$53,266,225 | -$3,468,236 | QUAL, IEFA, XLK, VLUE, SDY | 13F-HR | 28 Jan 2020, 09:40 |
| Q3 2019 | 50 | $305,300,000 | +$66,624,861 | -$103,475,066 | -$36,850,205 | QUAL, XLK, IEFA, XLP, SDY | 13F-HR | 17 Oct 2019, 08:02 |
| Q2 2019 | 48 | $340,822,000 | +$114,830,147 | -$834,015,586 | -$719,185,439 | IEFA, BSV, QUAL, XLK, IEMG | 13F-HR | 26 Jul 2019, 09:22 |
| Q1 2019 | 55 | $1,044,190,000 | +$80,161,377 | -$67,618,740 | +$12,542,637 | IVV, IEFA, MBB, IEMG, IGOV | 13F-HR | 03 May 2019, 08:13 |
| Q4 2018 | 54 | $957,360,000 | +$124,062,094 | -$127,553,997 | -$3,491,903 | IVV, MBB, IEFA, IEMG, IGOV | 13F-HR | 31 Jan 2019, 14:53 |
| Q3 2018 | 57 | $1,048,327,000 | +$176,139,393 | -$120,863,136 | +$55,276,257 | IVV, MBB, IEMG, IEFA, IGOV | 13F-HR | 25 Oct 2018, 11:31 |
| Q2 2018 | 49 | $1,013,805,000 | +$129,374,720 | -$113,172,708 | +$16,202,012 | IVV, MBB, IJR, IEFA, IGOV | 13F-HR | 25 Jul 2018, 09:29 |
| Q1 2018 | 50 | $998,116,000 | +$292,882,513 | -$284,403,193 | +$8,479,320 | IVV, MBB, IEMG, IJR, IEFA | 13F-HR | 02 May 2018, 14:35 |
| Q4 2017 | 45 | $996,858,000 | +$256,502,716 | -$209,574,757 | +$46,927,959 | IEFA, IVV, MBB, IJR, IGIB | 13F-HR | 30 Jan 2018, 15:49 |
| Q3 2017 | 44 | $928,891,000 | +$352,844,719 | -$309,351,278 | +$43,493,441 | IEFA, IJR, MBB, IGIB, IVV | 13F-HR | 06 Nov 2017, 11:45 |
| Q2 2017 | 36 | $861,384,000 | +$301,160,318 | -$291,922,059 | +$9,238,259 | SPY, IEFA, MBB, IGIB, IVV | 13F-HR | 03 Aug 2017, 13:17 |
| Q1 2017 | 25 | $832,932,000 | +$188,728,172 | -$167,160,962 | +$21,567,210 | SPY, IEFA, EFA, MBB, IJJ | 13F-HR | 03 May 2017, 11:33 |
| Q4 2016 | 25 | $783,395,000 | +$360,079,300 | -$357,063,448 | +$3,015,852 | SPY, EFA, MBB, IEFA, VWO | 13F-HR | 01 Feb 2017, 13:50 |
| Q3 2016 | 13 | $793,006,000 | +$232,915,263 | -$199,159,030 | +$33,756,233 | USMV, EFA, VWO, EFAV, SPY | 13F-HR | 31 Oct 2016, 09:58 |
| Q2 2016 | 14 | $756,119,000 | +$39,932,334 | -$63,005,193 | -$23,072,859 | USMV, EFAV, MBB, EFA, IVW | 13F-HR | 01 Aug 2016, 16:58 |
| Q1 2016 | 19 | $768,512,000 | +$274,448,813 | -$271,816,280 | +$2,632,533 | USMV, EFAV, EFA, MBB, IVW | 13F-HR | 02 May 2016, 11:19 |
| Q4 2015 | 19 | $759,104,000 | +$415,112,541 | -$398,311,494 | +$16,801,047 | SPLV, EFAV, MBB, EFA, SPY | 13F-HR | 01 Feb 2016, 11:46 |
| Q3 2015 | 16 | $724,473,000 | +$256,638,458 | -$230,207,528 | +$26,430,930 | SPY, EFA, MBB, HEDJ, IEF | 13F-HR | 28 Oct 2015, 18:15 |
| Q2 2015 | 17 | $727,917,000 | +$172,646,847 | -$184,761,028 | -$12,114,181 | EFA, RSP, SPY, MBB, IVW | 13F-HR | 06 Aug 2015, 16:36 |
| Q1 2015 | 18 | $747,665,000 | +$260,829,211 | -$246,117,844 | +$14,711,367 | EFA, RSP, SPY, HYS, VGK | 13F-HR | 05 May 2015, 17:20 |
| Q4 2014 | 15 | $720,809,000 | +$353,090,118 | -$366,610,762 | -$13,520,644 | SPY, EFA, RSP, MBB, HYG | 13F-HR | 05 Feb 2015, 14:55 |
| Q3 2014 | 15 | $727,989,000 | +$350,802,248 | -$420,719,660 | -$69,917,412 | SPLV, RSP, MBB, SPY, HYS | 13F-HR | 05 Nov 2014, 10:29 |
| Q2 2014 | 17 | $803,095,000 | +$228,468,297 | -$292,151,873 | -$63,683,576 | SPY, MDY, MBB, RSP, HYS | 13F-HR | 11 Aug 2014, 12:18 |
| Q1 2014 | 15 | $848,247,000 | +$156,904,758 | -$153,537,448 | +$3,367,310 | SPY, IVW, MDY, EFA, HYS | 13F-HR | 28 Apr 2014, 16:31 |
| Q4 2013 | 13 | $835,226,000 | $0 | $0 | $0 | SPY, EFA, MDY, IVW, DXJ | Restatement | 07 Feb 2014, 15:23 |