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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 889 | $1,066,194,310 | +$90,346,182 | -$3,572,356 | +$86,773,826 | SHV, BND, AGG, VUG, VTV | 13F-HR | 15 Jan 2026, 12:40 |
| Q3 2025 | 398 | $977,700,095 | +$63,201,312 | -$9,454,394 | +$53,746,918 | SHV, BND, AGG, VUG, VTV | 13F-HR | 06 Oct 2025, 09:47 |
| Q2 2025 | 414 | $886,139,311 | +$47,140,520 | -$54,110,994 | -$6,970,474 | SHV, AGG, VUG, VTV, BND | 13F-HR | 07 Jul 2025, 11:34 |
| Q1 2025 | 446 | $842,101,780 | +$144,815,256 | -$176,669,462 | -$31,854,206 | SHV, AGG, VTV, VUG, BND | 13F-HR | 08 Apr 2025, 14:48 |
| Q4 2024 | 413 | $872,698,587 | +$73,676,431 | -$11,968,210 | +$61,708,221 | AGG, VUG, VTV, BND, VWO | 13F-HR | 14 Jan 2025, 17:17 |
| Q3 2024 | 394 | $831,570,198 | +$47,676,360 | -$34,055,330 | +$13,621,030 | AGG, VUG, VTV, BND, FNDF | 13F-HR | 03 Oct 2024, 14:57 |
| Q2 2024 | 339 | $774,485,727 | +$16,850,486 | -$6,115,840 | +$10,734,646 | AGG, VUG, VTV, BND, SHV | 13F-HR | 15 Jul 2024, 14:24 |
| Q1 2024 | 337 | $761,117,581 | +$22,230,106 | -$70,988,612 | -$48,758,506 | AGG, VUG, VTV, BND, VOE | 13F-HR | 11 Apr 2024, 11:36 |
| Q4 2023 | 304 | $777,152,342 | +$123,297,278 | -$17,589,146 | +$105,708,132 | AGG, VUG, VTV, VOT, BND | 13F-HR | 10 Jan 2024, 09:42 |
| Q3 2023 | 316 | $620,119,360 | +$31,306,079 | -$58,638,846 | -$27,332,767 | AGG, VUG, VTV, VOT, SHV | 13F-HR | 04 Dec 2023, 16:40 |
| Q2 2023 | 322 | $670,098,257 | +$22,927,255 | -$37,524,667 | -$14,597,412 | SHV, VUG, VTV, AGG, VOT | 13F-HR | 10 Jul 2023, 15:15 |
| Q1 2023 | 312 | $659,511,421 | +$74,838,345 | -$58,214,274 | +$16,624,071 | SHV, VUG, VTV, AGG, VOT | 13F-HR | 07 Apr 2023, 12:37 |
| Q4 2022 | 313 | $617,080,000 | +$206,022,902 | -$87,226,047 | +$118,796,855 | SHV, VTV, VUG, GSY, VOT | 13F-HR | 09 Jan 2023, 12:37 |
| Q3 2022 | 329 | $457,097,000 | +$44,848,625 | -$17,795,959 | +$27,052,666 | VEA, VUG, VTV, VOT, IDEV | 13F-HR | 11 Oct 2022, 16:46 |
| Q2 2022 | 330 | $463,783,000 | +$49,940,925 | -$20,572,235 | +$29,368,690 | VTV, VEA, VUG, VOT, VOE | 13F-HR | 06 Jul 2022, 12:35 |
| Q1 2022 | 340 | $512,407,000 | +$113,112,451 | -$11,846,617 | +$101,265,834 | VTV, VEA, VUG, VOE, IDEV | 13F-HR | 08 Apr 2022, 16:16 |
| Q4 2021 | 317 | $428,623,000 | +$19,258,656 | -$6,268,659 | +$12,989,997 | VTV, VEA, VUG, VOE, VOT | 13F-HR | 14 Jan 2022, 14:23 |
| Q3 2021 | 309 | $390,142,000 | +$256,490,717 | -$7,860,291 | +$248,630,426 | VTV, VEA, VUG, VOE, VOT | 13F-HR | 20 Oct 2021, 10:19 |
| Q2 2021 | 305 | $142,557,000 | +$9,603,183 | -$14,011,750 | -$4,408,567 | XLK, IWB, IVV, XLY, AMZN | 13F-HR | 14 Jul 2021, 12:46 |
| Q1 2021 | 336 | $138,721,000 | +$21,099,899 | -$17,398,673 | +$3,701,226 | XLK, IWB, IVV, XLY, AMZN | 13F-HR | 08 Apr 2021, 14:59 |
| Q4 2020 | 288 | $126,546,000 | +$5,678,900 | -$10,286,472 | -$4,607,572 | XLK, XLY, IVV, AMZN, XLF | 13F-HR | 12 Jan 2021, 10:54 |
| Q3 2020 | 321 | $118,901,000 | +$16,051,534 | -$6,037,770 | +$10,013,764 | XLK, AMZN, IVV, XLF, XLY | 13F-HR | 06 Oct 2020, 12:19 |
| Q2 2020 | 304 | $105,181,000 | +$12,457,097 | -$14,164,396 | -$1,707,299 | XLK, AMZN, IVV, XLF, XLY | 13F-HR | 17 Jul 2020, 09:17 |
| Q1 2020 | 295 | $90,704,000 | +$5,364,532 | -$7,054,267 | -$1,689,735 | XLK, XLP, XLV, AMZN, XLF | 13F-HR | 07 Apr 2020, 10:48 |
| Q4 2019 | 289 | $113,742,000 | +$5,938,466 | -$5,966,891 | -$28,425 | XLK, XLF, IVV, XLV, XLP | 13F-HR | 07 Jan 2020, 13:58 |
| Q3 2019 | 321 | $105,889,000 | +$6,352,829 | -$10,389,857 | -$4,037,028 | XLF, XLK, AMZN, IVV, BRKB | 13F-HR | 09 Oct 2019, 11:59 |
| Q2 2019 | 300 | $108,615,000 | +$23,540,014 | -$90,887,554 | -$67,347,540 | XLF, AMZN, IVV, BRKB, XLI | 13F-HR | 08 Jul 2019, 11:06 |
| Q1 2019 | 333 | $171,499,000 | +$29,289,383 | -$58,812,514 | -$29,523,131 | XLF, AMT, AAPL, AMZN, BA | 13F-HR | 08 Apr 2019, 17:08 |
| Q4 2018 | 320 | $179,708,000 | +$48,850,642 | -$53,097,195 | -$4,246,553 | IYG, XLF, AMZN, AMT, MSFT | 13F-HR | 22 Jan 2019, 15:25 |
| Q3 2018 | 337 | $221,570,000 | +$12,757,226 | -$17,008,581 | -$4,251,355 | AMZN, AAPL, MU, EMN, BKNG | 13F-HR | 09 Oct 2018, 09:04 |
| Q2 2018 | 356 | $218,600,000 | +$47,563,467 | -$102,434,076 | -$54,870,609 | AMZN, MU, AAPL, AMT, EMN | 13F-HR | 10 Jul 2018, 15:42 |
| Q1 2018 | 349 | $270,783,000 | +$138,655,660 | -$112,325,301 | +$26,330,359 | AGG, MUB, TWX, AMZN, EMN | 13F-HR | 09 Apr 2018, 12:41 |
| Q4 2017 | 372 | $242,039,000 | +$68,797,084 | -$17,022,659 | +$51,774,425 | BND, TWX, WDC, AMZN, JPM | Restatement | 09 Mar 2018, 16:58 |
| Q3 2017 | 310 | $181,731,000 | +$15,565,572 | -$55,686,824 | -$40,121,252 | WDC, JPM, AMZN, BRKB, WFC | 13F-HR | 11 Oct 2017, 18:03 |
| Q2 2017 | 325 | $216,279,000 | +$27,338,486 | -$33,787,920 | -$6,449,434 | JPM, WFC, BRKB, MRK, WDC | 13F-HR | 07 Jul 2017, 15:51 |
| Q1 2017 | 350 | $220,043,000 | +$30,968,353 | -$13,794,911 | +$17,173,442 | JPM, WFC, BRKB, T, MRK | 13F-HR | 06 Apr 2017, 15:27 |
| Q4 2016 | 369 | $196,738,000 | +$7,912,716 | -$46,657,500 | -$38,744,784 | JPM, WFC, TWX, QCOM, BRKB | 13F-HR | 12 Jan 2017, 09:51 |
| Q3 2016 | 393 | $228,000,000 | +$75,032,561 | -$116,152,929 | -$41,120,368 | JPM, QCOM, CSCO, T, WFC | 13F-HR | 19 Oct 2016, 10:05 |
| Q2 2016 | 349 | $261,760,000 | +$42,423,044 | -$3,524,252 | +$38,898,792 | IWV, IJH, VEA, JNJ, JPM | 13F-HR | 08 Jul 2016, 16:41 |
| Q1 2016 | 342 | $218,598,000 | +$30,751,540 | -$30,684,142 | +$67,398 | VEA, AAPL, JPM, JNJ, PEP | 13F-HR | 08 Apr 2016, 12:40 |
| Q4 2015 | 342 | $215,998,639 | +$49,470,299 | -$17,085,052 | +$32,385,247 | VEA, HYG, JPM, AAPL, JNJ | 13F-HR | 25 Jan 2016, 18:22 |
| Q3 2015 | 366 | $176,215,000 | +$51,386,272 | -$24,309,368 | +$27,076,904 | VEA, IFGL, AAPL, JPM, JNJ | 13F-HR | 13 Oct 2015, 09:02 |
| Q2 2015 | 354 | $160,049,000 | +$36,599,291 | -$33,168,004 | +$3,431,287 | IFGL, AAPL, JPM, XOM, GE | 13F-HR | 10 Jul 2015, 12:10 |
| Q1 2015 | 290 | $158,249,000 | $0 | $0 | $0 | IFGL, AAPL, VEA, XLF, XOM | 13F-HR | 07 May 2015, 12:26 |