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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 209 | $2,402,134,034 | +$117,275,868 | -$137,245,221 | -$19,969,353 | AVUV, DUHP, QUAL, DISV, OEF | 13F-HR | 13 Feb 2025, 12:01 |
| Q3 2024 | 215 | $2,463,285,981 | +$90,703,986 | -$55,606,660 | +$35,097,326 | AVUV, DUHP, DISV, QUAL, OEF | 13F-HR | 12 Nov 2024, 10:02 |
| Q2 2024 | 206 | $2,287,884,744 | +$87,657,459 | -$41,916,205 | +$45,741,254 | AVUV, DUHP, QUAL, DISV, OEF | 13F-HR | 13 Aug 2024, 16:37 |
| Q1 2024 | 201 | $2,243,655,566 | +$70,440,107 | -$27,001,983 | +$43,438,124 | AVUV, DUHP, QUAL, DISV, OEF | 13F-HR | 14 May 2024, 11:06 |
| Q4 2023 | 187 | $2,054,783,421 | +$151,161,599 | -$230,979,761 | -$79,818,162 | AVUV, DUHP, DISV, QUAL, OEF | 13F-HR | 13 Feb 2024, 15:06 |
| Q3 2023 | 189 | $1,933,668,063 | +$413,585,729 | -$465,313,372 | -$51,727,643 | AVUV, DUHP, DISV, QUAL, OEF | 13F-HR | 13 Nov 2023, 12:32 |
| Q2 2023 | 205 | $2,026,315,603 | +$391,033,960 | -$374,087,357 | +$16,946,603 | AVUV, DUHP, DISV, IQLT, DIHP | 13F-HR | 14 Aug 2023, 13:09 |
| Q1 2023 | 195 | $1,941,813,870 | +$145,014,950 | -$219,775,673 | -$74,760,723 | AVUV, DUHP, DFAT, DISV, DFSV | 13F-HR | 04 May 2023, 16:02 |
| Q4 2022 | 207 | $1,950,695,319 | +$466,173,883 | -$203,316,476 | +$262,857,407 | AVUV, DFAT, DUHP, DISV, DFSV | 13F-HR | 13 Feb 2023, 12:04 |
| Q3 2022 | 174 | $1,526,224,000 | +$259,698,262 | -$74,862,003 | +$184,836,259 | AVUV, DUHP, DFAT, SGOV, DFSV | 13F-HR | 26 Oct 2022, 11:20 |
| Q2 2022 | 165 | $1,422,678,000 | +$714,375,555 | -$337,702,690 | +$376,672,865 | AVUV, DFAT, DUHP, DFSV, DISV | 13F-HR | 29 Jul 2022, 15:30 |
| Q1 2022 | 194 | $1,217,300,000 | +$423,212,817 | -$436,233,400 | -$13,020,583 | DFAT, IJS, AVUV, VBR, QUAL | Restatement | 29 Apr 2022, 10:28 |
| Q4 2021 | 206 | $1,269,995,000 | +$372,073,344 | -$380,855,405 | -$8,782,061 | QUAL, OEF, AVUV, VBR, DFAC | Restatement | 01 Feb 2022, 16:33 |
| Q3 2021 | 198 | $1,202,632,000 | +$228,966,669 | -$174,910,236 | +$54,056,433 | DFAT, IJS, AVUV, VBR, QUAL | Restatement | 12 Nov 2021, 09:18 |
| Q2 2021 | 215 | $1,165,221,000 | +$331,152,776 | -$97,951,321 | +$233,201,455 | VBR, QUAL, DFAC, AVUV, DFAT | Restatement | 11 Aug 2021, 16:35 |
| Q1 2021 | 180 | $874,171,000 | +$70,862,717 | -$203,065,068 | -$132,202,351 | VBR, QUAL, AVUV, MSFT, FNDC | 13F-HR | 10 May 2021, 16:36 |
| Q4 2020 | 198 | $931,820,000 | +$252,330,373 | -$89,331,683 | +$162,998,690 | MSFT, VBR, QUAL, AVUV, FNDC | 13F-HR | 10 Feb 2021, 14:26 |
| Q3 2020 | 160 | $668,616,000 | +$34,698,020 | -$32,601,006 | +$2,097,014 | VBR, QUAL, AVUV, MSFT, FNDC | 13F-HR | 23 Oct 2020, 18:01 |
| Q2 2020 | 159 | $629,198,000 | +$355,527,817 | -$246,594,663 | +$108,933,154 | VBR, QUAL, AVUV, MSFT, FNDC | 13F-HR | 31 Jul 2020, 17:03 |
| Q1 2020 | 150 | $457,996,000 | +$219,672,270 | -$216,707,901 | +$2,964,369 | SHY, MSFT, FNDC, VBR, IWM | 13F-HR | 22 Apr 2020, 15:18 |
| Q4 2019 | 182 | $518,901,000 | +$38,566,204 | -$52,905,335 | -$14,339,131 | MSFT, IWM, UPS, SCZ, AKS | 13F-HR | 22 Jan 2020, 19:14 |
| Q3 2019 | 173 | $494,400,000 | +$45,689,000 | -$35,669 | +$45,653,331 | MSFT, IWM, UPS, SCZ, IVV | 13F-HR | 17 Oct 2019, 18:49 |
| Q2 2019 | 191 | $19,590 | $0 | $0 | $0 | EYLD, RSXJ, BRISTOL MYERS SQUIBB CO, NBW, IDXG | 13F-HR | 31 Jul 2019, 10:16 |
| Q1 2019 | 204 | $527,943,000 | +$226,031,723 | -$191,133,586 | +$34,898,137 | MSFT, IWM, UPS, IVV, DWX | 13F-HR | 22 Apr 2019, 18:02 |
| Q4 2018 | 170 | $463,054,000 | +$217,940,506 | -$182,559,711 | +$35,380,795 | SHY, MSFT, AMGN, EFA, IWM | 13F-HR | 28 Jan 2019, 12:51 |
| Q3 2018 | 172 | $468,860,000 | +$59,473,448 | -$52,982,680 | +$6,490,768 | MSFT, SHY, AMGN, AKS, UPS | 13F-HR | 06 Nov 2018, 11:18 |
| Q2 2018 | 166 | $438,059,000 | +$182,398,626 | -$134,295,836 | +$48,102,790 | MSFT, SHY, AMGN, AKS, UPS | 13F-HR | 10 Aug 2018, 17:27 |
| Q1 2018 | 180 | $379,317,000 | +$97,471,205 | -$122,929,126 | -$25,457,921 | MSFT, AMGN, AKS, UPS, VXF | 13F-HR | 09 Apr 2018, 18:22 |
| Q4 2017 | 164 | $409,690,000 | +$41,095,911 | -$68,839,495 | -$27,743,584 | MSFT, AMGN, AKS, UPS, VOO | 13F-HR | 05 Feb 2018, 10:32 |
| Q3 2017 | 157 | $420,665,000 | +$83,680,651 | -$31,903,166 | +$51,777,485 | MSFT, AMGN, VOO, AKS, UPS | 13F-HR | 18 Oct 2017, 18:25 |
| Q2 2017 | 115 | $358,832,000 | +$32,389,193 | -$90,519,284 | -$58,130,091 | MSFT, AMGN, AKS, UPS, SPY | 13F-HR | 07 Aug 2017, 13:03 |
| Q1 2017 | 131 | $410,118,000 | +$87,834,928 | -$45,445,759 | +$42,389,169 | MSFT, AMGN, AKS, UPS, SCHB | 13F-HR | 14 Apr 2017, 13:41 |
| Q4 2016 | 124 | $365,487,000 | +$109,091,297 | -$232,752,572 | -$123,661,275 | MSFT, AKS, AMGN, UPS, XOP | 13F-HR | 08 Feb 2017, 11:02 |
| Q3 2016 | 133 | $485,503,000 | +$155,379,831 | -$45,750,292 | +$109,629,539 | MSFT, AMGN, UPS, FDN, QQQ | 13F-HR | 20 Oct 2016, 14:33 |
| Q2 2016 | 109 | $354,732,000 | +$273,034,039 | -$27,984,688 | +$245,049,351 | MSFT, AMGN, UPS, FDN, QQQ | 13F-HR | 07 Jul 2016, 17:53 |
| Q1 2016 | 50 | $107,417,000 | +$71,010,925 | -$34,364,221 | +$36,646,704 | MDY, SCZ, RWX, DWX, VOO | 13F-HR | 11 Apr 2016, 18:04 |
| Q4 2015 | 36 | $68,583,000 | +$51,822,422 | -$161,697,798 | -$109,875,376 | VBR, VB, EFAV, RWR, CEF | 13F-HR | 06 Jan 2016, 11:20 |
| Q3 2015 | 37 | $178,334,000 | +$162,947,683 | -$33,468,316 | +$129,479,367 | SHY, IEI, MBB, BIV, PEY | 13F-HR | 13 Oct 2015, 10:57 |
| Q2 2015 | 27 | $49,776,000 | +$10,411,531 | -$58,031,370 | -$47,619,839 | VB, SPY, EFAV, MGV, CEF | 13F-HR | 29 Jul 2015, 11:59 |
| Q1 2015 | 46 | $98,139,000 | +$34,279,705 | -$8,937,047 | +$25,342,658 | SPY, VB, RWR, EFAV, IFGL | 13F-HR | 22 Apr 2015, 16:48 |
| Q4 2014 | 42 | $57,718,000 | +$8,840,265 | -$19,567,151 | -$10,726,886 | VB, RWR, DLN, CEF, QQQ | 13F-HR | 15 Jan 2015, 18:35 |
| Q3 2014 | 39 | $77,149,000 | +$46,900,185 | -$68,765,853 | -$21,865,668 | SPY, VB, RWR, DLN, RWX | 13F-HR | 12 Nov 2014, 11:53 |
| Q2 2014 | 38 | $99,127,000 | +$19,653,996 | -$15,411,009 | +$4,242,987 | VB, VXF, VWO, RWX, IWB | 13F-HR | 30 Jul 2014, 15:58 |
| Q1 2014 | 40 | $92,850,000 | +$65,543,716 | -$205,517,106 | -$139,973,390 | VB, VXF, RWX, VWO, VGK | 13F-HR | 14 May 2014, 11:00 |
| Q4 2013 | 86 | $235,486,000 | $0 | $0 | $0 | EFV, SHY, VB, IWS, IWR | 13F-HR | 28 Jan 2014, 14:02 |