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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 711 | $3.1B | +$119M | -$82.8M | +$35.9M | VUG, DGRO, VOT, VOE, JGRO | 13F-HR | 11/14/2025, 05:19 PM |
| Q2 2025 | 683 | $2.89B | +$192M | -$124M | +$67.8M | VUG, DGRO, VOT, VOE, IVV | 13F-HR | 7/16/2025, 09:17 PM |
| Q1 2025 | 736 | $2.63B | +$141M | -$176M | -$35.2M | VUG, DGRO, VOT, VOE, IVV | 13F-HR | 4/21/2025, 03:17 PM |
| Q4 2024 | 2,458 | $2.73B | +$405M | -$128M | +$276M | VUG, DGRO, VOT, VOE, IVV | 13F-HR | 1/17/2025, 04:55 PM |
| Q3 2024 | 2,305 | $2.51B | +$145M | -$98.6M | +$46M | VUG, DGRO, VOE, VOT, IVV | 13F-HR | 11/8/2024, 12:25 PM |
| Q2 2024 | 2,251 | $2.33B | +$389M | -$197M | +$192M | VUG, DGRO, VOE, VOT, IVV | 13F-HR | 8/13/2024, 11:40 AM |
| Q1 2024 | 3,831 | $2.15B | +$462M | -$74.8M | +$387M | DGRO, VUG, VOE, VOT, IVV | 13F-HR | 4/30/2024, 02:45 PM |
| Q4 2023 | 1,519 | $1.65B | +$137M | -$112M | +$24.6M | DGRO, VUG, VOE, VOT, IVV | 13F-HR | 1/30/2024, 10:44 AM |
| Q3 2023 | 1,588 | $1.48B | +$48.3M | -$47M | +$1.3M | DGRO, VUG, VOE, VOT, BRKB | 13F-HR | 10/17/2023, 11:01 AM |
| Q2 2023 | 1,558 | $1.54B | +$77.3M | -$73.2M | +$4.03M | DGRO, VUG, VOE, VOT, IVV | 13F-HR | 7/19/2023, 10:57 AM |
| Q1 2023 | 1,626 | $1.46B | +$164M | -$96.7M | +$67.2M | DGRO, VUG, VOE, VOT, VEA | 13F-HR | 5/10/2023, 12:16 PM |
| Q4 2022 | 1,278 | $1.32B | +$97.6M | -$72.6M | +$25M | DGRO, VOE, VUG, JAVA, VOT | 13F-HR | 2/14/2023, 02:39 PM |
| Q3 2022 | 1,134 | $1.21B | +$299M | -$22.8M | +$276M | DGRO, JAVA, VUG, VOE, SCHG | 13F-HR | 10/26/2022, 11:51 AM |
| Q2 2022 | 1,047 | $990M | +$42.7M | -$29.4M | +$13.3M | VUG, DGRO, VOE, VOT, BRKB | 13F-HR | 8/10/2022, 10:48 AM |
| Q1 2022 | 1,088 | $1.16B | +$84.1M | -$58.4M | +$25.7M | VUG, VOE, VOT, DGRO, BRKB | 13F-HR | 5/13/2022, 03:34 PM |
| Q4 2021 | 1,079 | $1.21B | +$62.2M | -$152M | -$89.5M | VUG, VOT, VOE, DGRO, IVV | 13F-HR | 2/14/2022, 02:34 PM |
| Q3 2021 | 1,051 | $1.21B | +$272M | -$42.3M | +$229M | IVV, BRKB, VUG, VOT, VOE | 13F-HR | 11/2/2021, 12:10 PM |
| Q2 2021 | 1,022 | $988M | +$58.4M | -$54.4M | +$3.96M | VOT, VOE, VUG, DGRO, MGK | 13F-HR | 7/27/2021, 12:48 PM |
| Q1 2021 | 998 | $935M | +$122M | -$46.2M | +$76.1M | VOE, VOT, VUG, DGRO, MGK | 13F-HR | 5/11/2021, 11:03 AM |
| Q4 2020 | 969 | $810M | +$61.7M | -$32.5M | +$29.2M | VOE, VOT, VUG, MGK, DGRO | 13F-HR | 2/9/2021, 10:20 AM |
| Q3 2020 | 913 | $700M | +$71M | -$40.7M | +$30.3M | VOE, VOT, MGK, DGRO, VUG | 13F-HR | 10/20/2020, 03:35 PM |
| Q2 2020 | 883 | $638M | +$74.9M | -$32.9M | +$42M | VOE, MGK, VOT, DGRO, VEA | 13F-HR | 7/2/2020, 03:33 PM |
| Q1 2020 | 753 | $507M | +$63.4M | -$52.8M | +$10.6M | VOE, MGK, VOT, VEA, DGRO | 13F-HR | 4/1/2020, 04:26 PM |
| Q4 2019 | 783 | $622M | +$54M | -$39.8M | +$14.2M | MGK, VOE, VEA, VOT, MGV | 13F-HR | 2/11/2020, 03:55 PM |
| Q3 2019 | 772 | $569M | +$35.2M | -$26.2M | +$9.04M | MGK, VEA, VOE, LQD, MGV | 13F-HR | 10/9/2019, 09:42 AM |
| Q2 2019 | 847 | $556M | +$91.8M | -$21.7M | +$70.1M | MGK, QQQ, VEA, VOE, MGV | 13F-HR | 8/14/2019, 03:33 PM |
| Q1 2019 | 642 | $471M | +$32.2M | -$23.6M | +$8.61M | MGK, VOE, VEA, MGV, SCZ | 13F-HR | 5/8/2019, 04:36 PM |
| Q4 2018 | 696 | $411M | +$26M | -$18.9M | +$7.12M | MGK, VOE, VEA, MGV, SCZ | 13F-HR | 2/13/2019, 05:25 PM |
| Q3 2018 | 724 | $468M | +$16.6M | -$12.4M | +$4.23M | MGK, VOE, VEA, MGV, VOT | 13F-HR | 11/14/2018, 10:10 AM |
| Q2 2018 | 766 | $441M | +$22.2M | -$20.1M | +$2.15M | MGK, VOE, VEA, VOT, MGV | 13F-HR | 8/16/2018, 12:46 PM |
| Q1 2018 | 780 | $432M | +$17.9M | -$26M | -$8.11M | MGK, VOE, VEA, MGV, VOT | 13F-HR | 5/15/2018, 10:36 AM |
| Q4 2017 | 784 | $443M | +$127M | -$1.75M | +$125M | MGK, VOE, VEA, MGV, VOT | 13F-HR | 2/8/2018, 08:20 AM |
| Q3 2017 | 491 | $302M | +$53.1M | -$3.53M | +$49.6M | MGK, VOE, VEA, MGV, VOT | 13F-HR | 11/8/2017, 09:27 AM |
| Q2 2017 | 443 | $245M | +$8.18M | -$61.3M | -$53.1M | MGK, VOE, VEA, MGV, VOT | 13F-HR | 8/15/2017, 02:35 PM |
| Q1 2017 | 481 | $293M | +$21.6M | -$5.31M | +$16.2M | MGK, VOE, MGV, VEA, VOT | 13F-HR | 5/12/2017, 01:25 PM |
| Q4 2016 | 492 | $268M | +$10.7M | -$4.94M | +$5.75M | MGK, VOE, MGV, VEA, VOT | 13F-HR | 2/8/2017, 11:29 AM |
| Q3 2016 | 453 | $255M | +$17.1M | -$3.62M | +$13.5M | MGK, VOE, MGV, VEA, LQD | 13F-HR | 11/15/2016, 03:04 PM |
| Q2 2016 | 460 | $236M | +$9.17M | -$4.59M | +$4.58M | MGK, VOE, MGV, VEA, LQD | Restatement | 8/5/2016, 01:13 PM |
| Q1 2016 | 479 | $226M | +$41.8M | -$1.22M | +$40.6M | MGK, VOE, MGV, VEA, LQD | 13F-HR | 4/27/2016, 02:11 PM |
| Q4 2015 | 452 | $183M | +$11.4M | -$4.61M | +$6.83M | MGK, MGV, VOE, VOT, LQD | 13F-HR | 2/10/2016, 01:56 PM |
| Q3 2015 | 399 | $171M | +$53.6M | -$1.47M | +$52.1M | MGK, MGV, VOE, VOT, LQD | 13F-HR | 11/9/2015, 10:18 AM |
| Q2 2015 | 386 | $128M | +$10.6M | -$8.94M | +$1.68M | MGK, MGV, VOE, LQD, VOT | 13F-HR | 8/21/2015, 02:24 PM |
| Q1 2015 | 354 | $129M | +$4.21M | -$2.76M | +$1.45M | MGK, MGV, VOE, LQD, VOT | 13F-HR | 5/15/2015, 10:46 AM |
| Q4 2014 | 332 | $122M | +$5.4M | -$1.62M | +$3.79M | MGV, MGK, VOE, LQD, SCHM | 13F-HR | 2/12/2015, 03:14 PM |
| Q3 2014 | 331 | $117M | +$4.35M | -$3.85M | +$497K | MGV, MGK, LQD, VOE, SCHX | 13F-HR | 11/10/2014, 10:39 AM |
| Q2 2014 | 325 | $119M | +$12M | -$14.7M | -$2.74M | MGV, MGK, LQD, VOE, VEA | 13F-HR | 8/14/2014, 10:22 AM |
| Q1 2014 | 335 | $120M | +$13.8M | -$2.78M | +$11M | HYG, MGV, MGK, LQD, SCHA | 13F-HR | 5/14/2014, 11:57 AM |
| Q4 2013 | 59 | $88.1M | $0 | $0 | MGV, MGK, SCHA, SCHM, VEA | 13F-HR | 2/14/2014, 01:25 PM |