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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 115 | $407,304,568 | +$11,823,836 | -$61,027,809 | -$49,203,973 | CACI, SCHX, BIV, SPY, SPIB | 13F-HR | 05 Nov 2025, 16:44 |
| Q2 2025 | 116 | $437,318,039 | +$15,715,263 | -$5,234,852 | +$10,480,411 | CACI, SCHX, GLDM, BIV, SPIB | 13F-HR | 09 Jul 2025, 16:05 |
| Q1 2025 | 110 | $399,127,403 | +$7,735,741 | -$4,911,812 | +$2,823,929 | GLDM, BIV, SCHX, CACI, SPIB | 13F-HR | 22 Apr 2025, 11:47 |
| Q4 2024 | 112 | $393,886,496 | +$48,316,437 | -$6,148,993 | +$42,167,444 | SCHX, CACI, BIV, GLDM, SPIB | 13F-HR | 06 Feb 2025, 12:00 |
| Q3 2024 | 118 | $406,427,415 | +$6,158,644 | -$6,844,869 | -$686,225 | CACI, SCHX, BIV, GLDM, SPY | 13F-HR | 31 Oct 2024, 18:06 |
| Q2 2024 | 111 | $379,465,226 | +$3,265,173 | -$25,325,199 | -$22,060,026 | CACI, SCHX, BIV, SPY, GLDM | 13F-HR | 16 Jul 2024, 15:29 |
| Q1 2024 | 119 | $394,361,082 | +$28,700,171 | -$2,952,015 | +$25,748,156 | CACI, SCHX, SPY, BIV, GLDM | 13F-HR | 18 Apr 2024, 10:42 |
| Q4 2023 | 107 | $350,323,241 | +$22,525,960 | -$23,513,253 | -$987,293 | CACI, SCHX, BIV, SPIB, SPY | 13F-HR | 01 Feb 2024, 15:45 |
| Q3 2023 | 101 | $325,590,994 | +$14,983,574 | -$7,826,509 | +$7,157,065 | BIV, CACI, SCHX, SPIB, SPY | 13F-HR | 11 Oct 2023, 13:17 |
| Q2 2023 | 107 | $331,840,010 | +$28,067,419 | -$29,887,984 | -$1,820,565 | BIV, CACI, SCHX, SPY, SPIB | 13F-HR | 18 Jul 2023, 12:42 |
| Q1 2023 | 104 | $321,766,335 | +$26,044,857 | -$10,759,201 | +$15,285,656 | CACI, BIV, GLDM, MTUM, SPIB | 13F-HR | 13 Apr 2023, 11:50 |
| Q4 2022 | 106 | $298,570,345 | +$71,846,720 | -$41,596,626 | +$30,250,094 | CACI, BIV, MTUM, GLDM, SPY | Restatement | 15 Feb 2023, 10:09 |
| Q3 2022 | 87 | $249,184,000 | +$20,054,001 | -$43,797,210 | -$23,743,209 | CACI, BIV, EFAV, MTUM, SPY | 13F-HR | 11 Oct 2022, 11:07 |
| Q2 2022 | 90 | $287,749,000 | +$33,190,508 | -$42,921,285 | -$9,730,777 | CACI, EFAV, MTUM, GLDM, BIV | 13F-HR | 29 Jul 2022, 09:00 |
| Q1 2022 | 100 | $333,380,000 | +$68,053,468 | -$16,825,801 | +$51,227,667 | EFAV, CACI, BIV, MTUM, SPY | 13F-HR | 18 Apr 2022, 21:25 |
| Q4 2021 | 91 | $306,130,000 | +$22,754,702 | -$42,085,406 | -$19,330,704 | EFAV, CACI, MTUM, BIV, SPY | 13F-HR | 13 Jan 2022, 11:42 |
| Q3 2021 | 97 | $313,722,000 | +$43,519,956 | -$5,549,966 | +$37,969,990 | EFAV, BIV, CACI, MTUM, SPY | 13F-HR | 06 Oct 2021, 16:07 |
| Q2 2021 | 94 | $276,897,000 | +$4,600,400 | -$10,520,751 | -$5,920,351 | EFAV, BIV, MTUM, SPY, GLDM | 13F-HR | 14 Jul 2021, 15:34 |
| Q1 2021 | 91 | $271,324,000 | +$5,630,192 | -$27,599,333 | -$21,969,141 | EFAV, BIV, MTUM, SPY, GLDM | 13F-HR | 15 Apr 2021, 09:28 |
| Q4 2020 | 385 | $290,231,000 | +$9,494,506 | -$7,708,337 | +$1,786,169 | EFAV, BIV, MTUM, SPY, GLDM | 13F-HR | 10 Feb 2021, 20:55 |
| Q3 2020 | 391 | $267,365,000 | +$47,662,744 | -$36,915,679 | +$10,747,065 | BIV, EFAV, MTUM, GLDM, SPY | 13F-HR | 10 Nov 2020, 11:07 |
| Q2 2020 | 403 | $246,575,000 | +$7,805,838 | -$9,505,455 | -$1,699,617 | AGGP, EFAV, MTUM, SPY, GLDM | 13F-HR | 05 Aug 2020, 14:48 |
| Q1 2020 | 401 | $222,522,000 | +$10,830,333 | -$8,090,984 | +$2,739,349 | AGGP, EFAV, MTUM, SPY, GLDM | 13F-HR | 29 Apr 2020, 12:35 |
| Q4 2019 | 334 | $256,263,000 | +$21,044,139 | -$20,875,869 | +$168,270 | AGGP, EFAV, SPY, MTUM, EEMV | 13F-HR | 28 Jan 2020, 17:42 |
| Q3 2019 | 333 | $242,907,000 | +$18,487,522 | -$2,940,347 | +$15,547,175 | AGGP, EFAV, SPY, MTUM, VWO | 13F-HR | 31 Oct 2019, 15:29 |
| Q2 2019 | 335 | $228,160,000 | +$3,434,631 | -$2,223,392 | +$1,211,239 | AGGP, EFAV, SPY, MTUM, VWO | 13F-HR | 05 Aug 2019, 15:20 |
| Q1 2019 | 353 | $221,607,000 | +$17,531,141 | -$25,197,893 | -$7,666,752 | AGGP, EFAV, SPY, MTUM, VWO | 13F-HR | 24 Apr 2019, 16:46 |
| Q4 2018 | 348 | $211,433,000 | +$24,137,077 | -$12,606,943 | +$11,530,134 | AGGP, EFAV, SPY, VWO, MTUM | 13F-HR | 07 Feb 2019, 17:31 |
| Q3 2018 | 380 | $220,355,000 | +$7,053,717 | -$2,326,292 | +$4,727,425 | EFAV, AGGP, MTUM, SPY, VWO | 13F-HR | 30 Oct 2018, 14:27 |
| Q2 2018 | 363 | $208,654,000 | +$24,374,309 | -$8,863,504 | +$15,510,805 | EFAV, AGGP, MTUM, SPY, VWO | 13F-HR | 27 Jul 2018, 10:42 |
| Q1 2018 | 374 | $196,449,000 | +$37,061,201 | -$1,174,504 | +$35,886,697 | EFAV, AGGP, SPY, VWO, FM | 13F-HR | 24 Apr 2018, 17:18 |
| Q4 2017 | 368 | $160,748,000 | +$3,021,711 | -$1,606,212 | +$1,415,499 | EFAV, SPY, VWO, FM, SCHP | 13F-HR | 30 Jan 2018, 17:17 |
| Q3 2017 | 350 | $152,718,000 | +$3,688,332 | -$7,616,508 | -$3,928,176 | EFAV, SPY, VWO, FM, SCHP | 13F-HR | 08 Nov 2017, 17:32 |
| Q2 2017 | 403 | $138,977,000 | +$11,828,957 | -$3,716,562 | +$8,112,395 | EFAV, SPY, VWO, SCHP, SCHA | 13F-HR | 07 Aug 2017, 12:08 |
| Q1 2017 | 349 | $138,702,000 | +$6,177,120 | -$11,163,947 | -$4,986,827 | EFAV, SPY, VWO, SCHP, FM | 13F-HR | 28 Apr 2017, 16:22 |
| Q4 2016 | 408 | $107,418,000 | +$17,507,763 | -$2,432,627 | +$15,075,136 | SPY, VWO, SCHP, SCHA, FM | 13F-HR | 31 Jan 2017, 13:22 |
| Q3 2016 | 410 | $90,622,000 | +$1,436,047 | -$1,549,084 | -$113,037 | SPY, VWO, FM, SCHA, UNH | 13F-HR | 26 Oct 2016, 12:06 |
| Q2 2016 | 418 | $89,871,000 | +$1,211,206 | -$22,118,532 | -$20,907,326 | SPY, VWO, FM, SCHA, BNDX | 13F-HR | 22 Jul 2016, 14:15 |
| Q1 2016 | 660 | $109,536,000 | +$12,129,890 | -$25,160,409 | -$13,030,519 | SPY, EFAV, VWO, FM, SCHA | Restatement | 13 May 2016, 15:04 |
| Q4 2015 | 526 | $124,648,000 | +$30,610,349 | -$7,363,902 | +$23,246,447 | SPY, EFAV, VWO, BNDX, SCHA | 13F-HR | 29 Jan 2016, 14:57 |
| Q3 2015 | 400 | $77,259,000 | +$5,521,019 | -$2,505,988 | +$3,015,031 | EFAV, VWO, SCHA, FM, BNDX | 13F-HR | 21 Oct 2015, 16:20 |
| Q2 2015 | 394 | $83,025,677 | +$7,809,728 | -$1,553,185 | +$6,256,543 | SPY, VWO, SCHA, BNDX, UNH | 13F-HR | 31 Jul 2015, 17:40 |
| Q1 2015 | 352 | $97,630,000 | +$12,917,563 | -$9,020,277 | +$3,897,286 | SPY, EFAV, VWO, FM, SCHA | Restatement | 03 Aug 2015, 17:40 |
| Q4 2014 | 359 | $94,060,000 | $0 | $0 | $0 | SPY, EFAV, VWO, FM, CWI | Restatement | 31 Jul 2015, 17:46 |