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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 1,088 | $477M | +$85.1M | -$74.4M | +$10.8M | IVV, AVDE, AGG, DSTL, DGRW | 13F-HR | 7/25/2024, 12:15 PM |
| Q1 2024 | 1,090 | $470M | +$35M | -$4.53M | +$30.5M | IVV, SCHD, AGG, DSTL, AVDE | 13F-HR | 4/15/2024, 01:46 PM |
| Q4 2023 | 1,132 | $414M | +$16.4M | -$14.7M | +$1.74M | IVV, SCHD, AGG, AVDE, DSTL | 13F-HR | 1/26/2024, 06:00 PM |
| Q3 2023 | 1,053 | $379M | +$29.3M | -$2.86M | +$26.5M | IVV, SCHD, AGG, AVDE, DSTL | 13F-HR | 10/13/2023, 01:10 PM |
| Q2 2023 | 988 | $363M | +$10.1M | -$7.66M | +$2.45M | IVV, SCHD, AGG, AVDE, DSTL | 13F-HR | 7/11/2023, 01:52 PM |
| Q1 2023 | 999 | $353M | +$45.9M | -$48.3M | -$2.36M | IVV, SCHD, AGG, AVDE, DSTL | 13F-HR | 4/21/2023, 04:40 PM |
| Q4 2022 | 1,027 | $354M | +$41.4M | -$24.3M | +$17.1M | IVV, SCHD, JPST, DSTL, UCON | 13F-HR | 1/20/2023, 06:11 PM |
| Q3 2022 | 899 | $306M | +$10.9M | -$7.18M | +$3.75M | IVV, SCHD, JPST, UCON, SCHG | 13F-HR | 10/17/2022, 05:22 PM |
| Q2 2022 | 931 | $330M | +$17.9M | -$18.8M | -$918K | IVV, SCHD, JPST, SCHG, UCON | 13F-HR | 8/3/2022, 01:00 PM |
| Q1 2022 | 927 | $361M | +$83.9M | -$21.2M | +$62.7M | IVV, SCHD, JPST, SCHG, UCON | 13F-HR | 5/5/2022, 03:57 PM |
| Q4 2021 | 991 | $333M | +$41.7M | -$8.65M | +$33M | IVV, SCHD, SCHG, SCHA, EFAV | 13F-HR | 2/1/2022, 06:43 PM |
| Q3 2021 | 951 | $283M | +$13.7M | -$2.8M | +$10.9M | IVV, SCHD, EFAV, SCHA, UCON | Restatement | 10/25/2021, 04:43 PM |
| Q2 2021 | 891 | $275M | +$16.1M | -$3.95M | +$12.2M | IVV, SCHD, EFAV, SCHA, UCON | 13F-HR | 7/28/2021, 04:23 PM |
| Q1 2021 | 854 | $251M | +$56.3M | -$21.1M | +$35.2M | IVV, SCHD, EFAV, SCHA, UCON | 13F-HR | 4/28/2021, 03:54 PM |
| Q4 2020 | 788 | $205M | +$18.4M | -$19.1M | -$756K | IVV, AGG, EFAV, SCHD, MTUM | 13F-HR | 1/26/2021, 05:03 PM |
| Q3 2020 | 629 | $185M | +$6.66M | -$7.92M | -$1.26M | IVV, AGG, EFAV, SCHD, MTUM | 13F-HR | 10/19/2020, 04:55 PM |
| Q2 2020 | 359 | $176M | +$29.7M | -$54.4M | -$24.7M | IVV, AGG, EFAV, SCHD, MTUM | 13F-HR | 7/16/2020, 09:06 PM |
| Q1 2020 | 150 | $176M | +$27.6M | -$30.1M | -$2.52M | IVV, AGG, XMLV, SCHD, VEA | 13F-HR | 4/17/2020, 06:29 PM |
| Q4 2019 | 152 | $222M | +$1.81M | -$11.6M | -$9.79M | IVV, AGG, VEA, FNDA, SCHV | 13F-HR | 2/5/2020, 04:51 PM |
| Q3 2019 | 156 | $220M | +$29.7M | -$23.5M | +$6.22M | IVV, AGG, VEA, FNDA, SCHV | 13F-HR | 10/29/2019, 09:50 PM |
| Q2 2019 | 187 | $214M | +$10.2M | -$12.8M | -$2.61M | IVV, AGG, VEA, SCHV, IWM | 13F-HR | 7/22/2019, 03:34 PM |
| Q1 2019 | 161 | $212M | +$20.3M | -$24.4M | -$4.1M | IVV, AGG, VEA, SCHV, IWM | 13F-HR | 5/2/2019, 12:27 PM |
| Q4 2018 | 162 | $197M | +$37.9M | -$10.4M | +$27.6M | IVV, AGG, VEA, IWM, VWO | 13F-HR | 1/25/2019, 09:24 PM |
| Q3 2018 | 146 | $191M | +$2M | -$3.51M | -$1.51M | IVV, AGG, VEA, IWM, VWO | 13F-HR | 10/22/2018, 04:26 PM |
| Q2 2018 | 163 | $190M | +$15.1M | -$2.55M | +$12.6M | IVV, AGG, VEA, IWM, VWO | 13F-HR | 7/25/2018, 05:19 PM |
| Q1 2018 | 37 | $176M | +$19M | -$24M | -$5.01M | IVV, AGG, VEA, IWM, VWO | 13F-HR | 5/1/2018, 03:03 PM |
| Q4 2017 | 38 | $184M | +$961K | -$3.38M | -$2.42M | IVV, VEA, AGG, IWM, VWO | 13F-HR | 1/30/2018, 05:28 PM |
| Q3 2017 | 38 | $180M | +$3.19M | -$508K | +$2.68M | IVV, VEA, AGG, IWM, VWO | 13F-HR | 10/17/2017, 05:37 PM |
| Q2 2017 | 35 | $172M | +$6.35M | -$13.4M | -$7.09M | IVV, VEA, AGG, IWM, VWO | 13F-HR | 7/17/2017, 03:34 PM |
| Q1 2017 | 30 | $175M | +$31.5M | -$91M | -$59.5M | IVV, VEA, AGG, IWM, VWO | 13F-HR | 5/3/2017, 04:37 PM |
| Q4 2016 | 55 | $224M | $0 | $0 | IVV, VEA, LQD, IWM, VWO | 13F-HR | 2/3/2017, 06:44 PM |