Notify me when Financial Designs Corp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 23 | $176,567,029 | +$10,806,029 | -$7,001,567 | +$3,804,462 | ITOT, AGG, OMFL, HEGD, DIVO | 13F-HR | 22 Jan 2026, 17:53 |
| Q3 2025 | 22 | $172,708,904 | +$6,361,124 | -$6,076,770 | +$284,354 | ITOT, AGG, OMFL, HEGD, DIVO | 13F-HR | 07 Nov 2025, 18:54 |
| Q2 2025 | 35 | $163,122,203 | +$15,070,904 | -$4,615,457 | +$10,455,447 | ITOT, AGG, OMFL, DIVO, HEGD | 13F-HR | 16 Jul 2025, 17:48 |
| Q1 2025 | 20 | $143,604,550 | +$19,873,853 | -$26,306,786 | -$6,432,933 | ITOT, AGG, OMFL, DIVO, HEGD | 13F-HR | 14 Apr 2025, 13:31 |
| Q4 2024 | 20 | $151,819,011 | +$6,487,360 | -$3,806,807 | +$2,680,553 | ITOT, AGG, OMFL, DIVO, IXUS | 13F-HR | 17 Jan 2025, 19:09 |
| Q3 2024 | 20 | $154,954,553 | +$3,191,978 | -$876,535 | +$2,315,443 | ITOT, AGG, OMFL, DIVO, IXUS | 13F-HR | 18 Oct 2024, 13:55 |
| Q2 2024 | 19 | $145,496,518 | +$10,130,536 | -$16,208,604 | -$6,078,068 | ITOT, AGG, OMFL, DIVO, IXUS | 13F-HR | 15 Jul 2024, 15:17 |
| Q1 2024 | 18 | $151,726,986 | +$32,213,822 | -$9,381,135 | +$22,832,687 | ITOT, AGG, OMFL, FOCT, DIVO | 13F-HR | 12 Apr 2024, 14:14 |
| Q4 2023 | 9 | $122,305,220 | +$121,365,288 | -$131,991,222 | -$10,625,934 | ITOT, AGG, OMFL, FOCT, DIVO | 13F-HR | 19 Jan 2024, 16:25 |
| Q3 2023 | 27 | $132,857,979 | +$4,921,786 | -$5,181,732 | -$259,946 | LSAT, LSAF, SQEW, ACTV, DYLD | 13F-HR | 31 Oct 2023, 11:11 |
| Q2 2023 | 14 | $136,953,700 | +$2,290,367 | -$3,682,641 | -$1,392,274 | LSAT, LSAF, SQEW, ACTV, DYLD | 13F-HR | 14 Jul 2023, 10:54 |
| Q1 2023 | 14 | $133,925,569 | +$858,721 | -$4,186,415 | -$3,327,694 | LSAT, LSAF, SQEW, ACTV, DYLD | 13F-HR | 27 Apr 2023, 14:00 |
| Q4 2022 | 15 | $132,766,710 | $0 | $0 | $0 | LSAT, LSAF, SQEW, ACTV, DYLD | 13F-HR | 27 Apr 2023, 12:50 |