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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 284 | $791,306,322 | +$134,328,833 | -$72,987,833 | +$61,341,000 | MINT, SHV, NVDA, QUAL, AAPL | 13F-HR | 17 Feb 2026, 09:59 |
| Q3 2025 | 257 | $721,046,571 | +$65,204,743 | -$42,864,950 | +$22,339,793 | MINT, SHV, NVDA, QUAL, SPY | 13F-HR | 13 Nov 2025, 16:52 |
| Q2 2025 | 220 | $658,418,280 | +$54,398,343 | -$45,632,176 | +$8,766,167 | MINT, SHV, NVDA, QUAL, SPY | 13F-HR | 14 Aug 2025, 16:21 |
| Q1 2025 | 208 | $605,525,309 | +$75,450,508 | -$71,416,966 | +$4,033,542 | MINT, SHV, QUAL, AAPL, SPY | 13F-HR | 15 May 2025, 16:26 |
| Q4 2024 | 188 | $616,867,883 | +$69,281,085 | -$49,577,488 | +$19,703,597 | MINT, SHV, QUAL, AAPL, MSFT | 13F-HR | 14 Feb 2025, 14:43 |
| Q3 2024 | 187 | $600,272,060 | +$82,304,997 | -$60,621,062 | +$21,683,935 | MINT, SHV, QUAL, MSFT, SPY | 13F-HR | 14 Nov 2024, 10:16 |
| Q2 2024 | 174 | $563,483,588 | +$70,246,229 | -$46,093,608 | +$24,152,621 | MINT, SHV, QUAL, MSFT, IGSB | 13F-HR | 14 Aug 2024, 09:21 |
| Q1 2024 | 176 | $541,049,246 | +$89,009,436 | -$56,542,067 | +$32,467,369 | MINT, SHV, IGSB, QUAL, MSFT | 13F-HR | 15 May 2024, 09:00 |
| Q4 2023 | 162 | $481,568,764 | +$109,578,488 | -$95,899,682 | +$13,678,806 | SHV, MINT, SPY, IGSB, AAPL | 13F-HR | 14 Feb 2024, 09:00 |
| Q3 2023 | 154 | $435,407,143 | +$31,403,642 | -$42,774,609 | -$11,370,967 | SHV, MINT, SPY, FLTR, VIG | 13F-HR | 14 Nov 2023, 13:43 |
| Q2 2023 | 162 | $456,766,937 | +$73,641,234 | -$71,881,709 | +$1,759,525 | SHV, MINT, FLTR, VIG, AAPL | 13F-HR | 14 Aug 2023, 16:01 |
| Q1 2023 | 151 | $434,373,923 | +$73,881,648 | -$66,392,001 | +$7,489,647 | SHV, MINT, SHY, VIG, IEI | 13F-HR | 15 May 2023, 13:25 |
| Q4 2022 | 172 | $410,009,729 | +$70,455,107 | -$49,211,045 | +$21,244,062 | SHV, VIG, SHY, BIL, AAPL | 13F-HR | 14 Feb 2023, 16:51 |
| Q3 2022 | 151 | $372,885,000 | +$91,115,965 | -$44,011,178 | +$47,104,787 | SHV, BIL, VIG, AAPL, ITOT | 13F-HR | 14 Nov 2022, 16:33 |
| Q2 2022 | 171 | $351,039,000 | +$107,740,955 | -$54,774,018 | +$52,966,937 | SHV, VIG, VCSH, ITOT, BIL | 13F-HR | 15 Aug 2022, 14:27 |
| Q1 2022 | 167 | $360,780,000 | +$49,189,304 | -$47,694,967 | +$1,494,337 | AAPL, GOOGL, AMZN, MSFT, VIG | 13F-HR | 16 May 2022, 10:55 |
| Q4 2021 | 179 | $384,908,000 | +$22,831,979 | -$21,092,252 | +$1,739,727 | AAPL, MSFT, GOOGL, USMV, AMZN | 13F-HR | 14 Feb 2022, 16:58 |
| Q3 2021 | 173 | $362,347,000 | +$28,031,168 | -$39,838,727 | -$11,807,559 | AAPL, GOOGL, USMV, AMZN, MSFT | 13F-HR | 15 Nov 2021, 17:24 |
| Q2 2021 | 196 | $377,592,000 | +$60,657,961 | -$21,149,936 | +$39,508,025 | USMV, AAPL, AMZN, JPST, MSFT | 13F-HR | 13 Aug 2021, 17:13 |
| Q1 2021 | 162 | $318,245,000 | +$64,841,085 | -$47,145,738 | +$17,695,347 | USMV, AAPL, MINT, GOOGL, MSFT | 13F-HR | 14 May 2021, 11:20 |
| Q4 2020 | 169 | $291,003,000 | +$64,596,980 | -$23,782,343 | +$40,814,637 | AAPL, ITOT, MSFT, MINT, AMZN | 13F-HR | 10 Feb 2021, 11:18 |
| Q3 2020 | 122 | $227,810,000 | +$41,434,859 | -$59,915,880 | -$18,481,021 | AAPL, MINT, ITOT, MSFT, AMZN | 13F-HR | 13 Nov 2020, 13:22 |
| Q2 2020 | 157 | $245,420,000 | +$40,147,217 | -$31,595,396 | +$8,551,821 | AAPL, IGIB, MSFT, MINT, ITOT | 13F-HR | 13 Aug 2020, 10:46 |
| Q1 2020 | 154 | $200,180,000 | +$43,832,943 | -$93,054,005 | -$49,221,062 | AAPL, ITOT, IGIB, MSFT, BRKB | 13F-HR | 06 May 2020, 17:18 |
| Q4 2019 | 185 | $289,633,000 | +$27,104,505 | -$21,167,534 | +$5,936,971 | IGSB, AAPL, BOND, ITOT, MSFT | 13F-HR | 11 Feb 2020, 09:21 |
| Q3 2019 | 185 | $267,890,000 | +$29,649,390 | -$17,176,383 | +$12,473,007 | IGSB, BOND, ITOT, MINT, AAPL | Restatement | 14 Nov 2019, 18:20 |
| Q2 2019 | 176 | $254,135,000 | +$33,537,716 | -$17,059,767 | +$16,477,949 | IGSB, ITOT, BOND, AAPL, MSFT | 13F-HR | 14 Aug 2019, 16:33 |
| Q1 2019 | 131 | $231,388,000 | +$37,813,858 | -$65,406,361 | -$27,592,503 | IGSB, SHV, ITOT, BOND, AAPL | 13F-HR | 14 May 2019, 14:48 |
| Q4 2018 | 125 | $238,697,000 | +$121,110,079 | -$25,328,902 | +$95,781,177 | IGSB, SHV, AAPL, BOND, ITOT | 13F-HR | 14 Feb 2019, 15:15 |
| Q3 2018 | 71 | $171,226,000 | +$5,623,523 | -$12,629,335 | -$7,005,812 | AAPL, MSFT, TPL, GOOGL, AMZN | 13F-HR | 13 Nov 2018, 11:50 |
| Q2 2018 | 76 | $161,309,000 | +$39,623,584 | -$15,839,292 | +$23,784,292 | AAPL, MSFT, TPL, GOOGL, AMZN | 13F-HR | 15 Aug 2018, 10:33 |
| Q1 2018 | 64 | $132,990,000 | +$13,024,446 | -$19,620,413 | -$6,595,967 | AAPL, GOOGL, MSFT, AMZN, IBM | 13F-HR | 11 May 2018, 15:10 |
| Q4 2017 | 59 | $143,204,000 | +$8,864,616 | -$20,432,952 | -$11,568,336 | AAPL, GOOGL, MSFT, DWDP, HD | 13F-HR | 15 Feb 2018, 13:40 |
| Q3 2017 | 67 | $146,005,000 | +$18,351,431 | -$22,991,656 | -$4,640,225 | AAPL, GOOGL, PACW, MSFT, DWDP | 13F-HR | 13 Nov 2017, 08:47 |
| Q2 2017 | 70 | $145,432,000 | +$27,442,397 | -$26,718,913 | +$723,484 | AAPL, GOOGL, AMZN, IBM, PACW | 13F-HR | 18 Aug 2017, 11:53 |
| Q1 2017 | 70 | $145,277,000 | +$12,586,442 | -$20,786,693 | -$8,200,251 | AAPL, GOOGL, CSCO, AMZN, DOW | 13F-HR | 15 May 2017, 16:33 |
| Q4 2016 | 68 | $146,133,000 | +$9,713,909 | -$45,010,643 | -$35,296,734 | AAPL, GOOGL, GE, CSCO, DOW | 13F-HR | 10 Feb 2017, 15:57 |
| Q3 2016 | 77 | $176,880,000 | +$14,498,018 | -$19,955,422 | -$5,457,404 | AAPL, GOOGL, CSCO, ABBV, GE | 13F-HR | 30 Nov 2016, 09:39 |
| Q2 2016 | 80 | $176,692,000 | +$34,622,554 | -$13,108,002 | +$21,514,552 | AAPL, GOOGL, VZ, GE, BMY | 13F-HR | 16 Aug 2016, 11:04 |
| Q1 2016 | 72 | $154,204,000 | +$7,562,097 | -$43,288,893 | -$35,726,796 | AAPL, VZ, GOOGL, GE, ABBV | 13F-HR | 16 May 2016, 17:01 |
| Q4 2015 | 77 | $193,568,000 | +$30,713,890 | -$70,022,591 | -$39,308,701 | AAPL, GOOGL, GE, BAC, BMY | 13F-HR | 09 Feb 2016, 16:17 |
| Q3 2015 | 97 | $226,546,000 | +$40,134,637 | -$29,263,935 | +$10,870,702 | AAPL, GOOGL, SBUX, DOW, LB | 13F-HR | 13 Nov 2015, 11:39 |
| Q2 2015 | 97 | $242,498,000 | +$64,612,822 | -$37,432,978 | +$27,179,844 | AAPL, DOW, GOOGL, BMY, SBUX | 13F-HR | 13 Aug 2015, 19:47 |
| Q1 2015 | 82 | $216,903,000 | +$29,132,821 | -$36,359,692 | -$7,226,871 | AAPL, DOW, PG, BMY, VZ | 13F-HR | 19 May 2015, 14:28 |
| Q4 2014 | 89 | $220,450,000 | +$43,484,390 | -$41,116,357 | +$2,368,033 | AAPL, PG, GE, VZ, DOW | 13F-HR | 03 Mar 2015, 13:09 |
| Q3 2014 | 90 | $219,782,000 | +$48,213,408 | -$31,899,101 | +$16,314,307 | AAPL, GE, PG, VZ, IBM | 13F-HR | 14 Nov 2014, 15:52 |
| Q2 2014 | 84 | $205,409,000 | +$46,009,451 | -$31,782,760 | +$14,226,691 | AAPL, GE, PG, VZ, YUM | 13F-HR | 13 Aug 2014, 17:26 |
| Q1 2014 | 76 | $192,365,000 | +$45,049,077 | -$27,791,745 | +$17,257,332 | AAPL, GE, IBM, YUM, VZ | 13F-HR | 15 May 2014, 16:17 |
| Q4 2013 | 68 | $173,910,000 | $0 | $0 | $0 | AAPL, GE, IBM, VGK, VZ | 13F-HR | 14 Feb 2014, 13:03 |