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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 130 | $298M | +$11.1M | -$13.6M | -$2.48M | VV, SCHB, DFUV, SCHD, SPYV | 13F-HR | 10/14/2025, 12:30 PM |
| Q2 2025 | 125 | $281M | +$27.4M | -$22.7M | +$4.7M | VV, SCHB, DFUV, SCHD, SPYV | 13F-HR | 7/8/2025, 05:12 PM |
| Q1 2025 | 122 | $257M | +$14.3M | -$16.7M | -$2.42M | VV, DFUV, SCHB, DFAT, SCHD | 13F-HR | 4/9/2025, 05:48 PM |
| Q4 2024 | 130 | $268M | +$39.6M | -$7.79M | +$31.8M | VV, DFUV, SCHB, DFAT, SCHD | 13F-HR | 1/21/2025, 01:55 PM |
| Q3 2024 | 120 | $258M | +$13.1M | -$7.81M | +$5.33M | VV, DFUV, SCHB, DFAT, SPYV | 13F-HR | 10/9/2024, 12:00 PM |
| Q2 2024 | 112 | $239M | +$16.8M | -$11.3M | +$5.43M | VV, DFUV, SCHB, SPYV, DFAT | 13F-HR | 7/11/2024, 02:17 PM |
| Q1 2024 | 109 | $232M | +$39M | -$36.7M | +$2.29M | VV, DFUV, SCHB, SPYV, DFAT | 13F-HR | 4/5/2024, 05:06 PM |
| Q4 2023 | 105 | $220M | +$36.1M | -$35.1M | +$1.06M | VV, SCHB, DFUV, XLE, SPYV | 13F-HR | 1/8/2024, 01:03 PM |
| Q3 2023 | 113 | $205M | +$29.4M | -$31.1M | -$1.76M | VV, XLE, SCHB, SCHF, DFUV | 13F-HR | 10/10/2023, 01:14 PM |
| Q2 2023 | 113 | $214M | +$26.9M | -$23.7M | +$3.13M | VV, SCHB, SCHF, DFUV, SPYV | 13F-HR | 7/11/2023, 06:15 PM |
| Q1 2023 | 106 | $203M | +$62.8M | -$78.3M | -$15.5M | VV, SCHB, SCHF, DFUV, SPYV | 13F-HR | 5/5/2023, 12:38 PM |
| Q4 2022 | 108 | $210M | +$34.8M | -$30.3M | +$4.5M | SCHB, SDS, QID, DFUV, SPYV | 13F-HR | 1/18/2023, 03:42 PM |
| Q3 2022 | 104 | $201M | +$27.5M | -$22.3M | +$5.15M | QID, SDS, SCHB, DFUV, SPYV | 13F-HR | 10/11/2022, 04:31 PM |
| Q2 2022 | 107 | $203M | +$52.2M | -$38.2M | +$14M | QID, SDS, SCHB, SPYV, DFUV | 13F-HR | 7/14/2022, 05:08 PM |
| Q1 2022 | 112 | $210M | +$50.3M | -$28.6M | +$21.7M | SCHB, SPYV, NETL, XOP, BSV | 13F-HR | 7/14/2022, 03:04 PM |
| Q4 2021 | 128 | $210M | +$32.7M | -$18.6M | +$14.1M | SCHB, SPYV, NETL, SCHD, AGG | 13F-HR | 1/19/2022, 10:31 AM |
| Q3 2021 | 117 | $190M | +$24.8M | -$5.16M | +$19.6M | SCHB, SPYV, NETL, PDBC, SCHD | 13F-HR | 10/15/2021, 12:02 PM |
| Q2 2021 | 109 | $172M | +$43.8M | -$38.6M | +$5.13M | SCHB, SPYV, NETL, PDBC, SCHD | 13F-HR | 8/12/2021, 07:47 PM |
| Q1 2021 | 103 | $159M | +$38.1M | -$43.9M | -$5.82M | SCHB, EEM, SPYV, IWM, SCHD | 13F-HR | 4/15/2021, 04:39 PM |
| Q4 2020 | 106 | $158M | +$12.9M | -$13.5M | -$525K | SCHB, EEM, SPYV, VOT, SCHD | 13F-HR | 1/25/2021, 04:21 PM |
| Q3 2020 | 101 | $145M | +$13.2M | -$7.47M | +$5.68M | SCHB, EEM, SPYV, VOT, SCHO | 13F-HR | 10/15/2020, 02:48 PM |
| Q2 2020 | 100 | $133M | +$21.9M | -$13.7M | +$8.13M | SCHB, EEM, SPYV, VOT, SCHO | 13F-HR | 7/27/2020, 06:14 PM |
| Q1 2020 | 87 | $108M | +$23.2M | -$22.8M | +$364K | SCHB, EEM, SCHO, SPYV, VOT | 13F-HR | 4/20/2020, 08:00 PM |
| Q4 2019 | 97 | $121M | +$7.77M | -$6.09M | +$1.68M | SCHB, SCHO, EEM, SPYV, VT | 13F-HR | 2/3/2020, 01:12 PM |
| Q3 2019 | 98 | $114M | +$13.6M | -$23.7M | -$10.2M | SCHB, SCHO, EEM, SPYV, VT | 13F-HR | 10/10/2019, 01:57 PM |
| Q2 2019 | 104 | $124M | +$24.9M | -$31.6M | -$6.65M | SCHB, SCHO, VT, EEM, SPLV | 13F-HR | 7/16/2019, 04:00 PM |
| Q1 2019 | 121 | $129M | +$19.3M | -$48.8M | -$29.4M | XLV, SPLV, SCHB, IXJ, VT | 13F-HR | 4/9/2019, 01:18 PM |
| Q4 2018 | 103 | $148M | +$41.4M | -$74M | -$32.5M | XLV, SPLV, VT, IXJ, SCHO | 13F-HR | 1/16/2019, 06:10 PM |
| Q3 2018 | 108 | $191M | +$26.2M | -$23.8M | +$2.41M | VT, SCHO, XLK, XLF, TLH | 13F-HR | 10/3/2018, 12:56 PM |
| Q2 2018 | 107 | $187M | +$30.2M | -$22.6M | +$7.66M | VT, XLK, SCHO, XLF, TLH | 13F-HR | 7/13/2018, 12:51 PM |
| Q1 2018 | 91 | $179M | +$14.4M | -$15.2M | -$793K | VT, EEM, VEU, XLK, XLF | 13F-HR | 4/25/2018, 02:20 PM |
| Q4 2017 | 84 | $178M | +$13.8M | -$19.1M | -$5.29M | VT, VEU, XLK, XLF, SCHO | 13F-HR | 1/22/2018, 03:17 PM |
| Q3 2017 | 84 | $178M | +$26.7M | -$27.6M | -$917K | VT, XLK, VEU, SCHO, XLF | 13F-HR | 10/18/2017, 01:33 PM |
| Q2 2017 | 84 | $174M | +$17.6M | -$7.95M | +$9.62M | VT, SCHO, XLF, XLK, TLH | 13F-HR | 7/20/2017, 12:45 PM |
| Q1 2017 | 83 | $163M | +$24.3M | -$11M | +$13.2M | VT, XLK, XLF, SCHO, TLH | 13F-HR | 4/17/2017, 04:45 PM |
| Q4 2016 | 80 | $144M | +$17.6M | -$18.6M | -$1.02M | PSQ, XLF, SCHO, VT, XLK | 13F-HR | 1/17/2017, 04:56 PM |
| Q3 2016 | 80 | $148M | +$18.4M | -$11.6M | +$6.81M | SCHO, PSQ, IEF, XLF, RWM | 13F-HR | 10/26/2016, 12:42 PM |
| Q2 2016 | 71 | $140M | +$31.7M | -$25.4M | +$6.25M | XLF, SCHO, XHB, IEF, RWM | 13F-HR | 7/14/2016, 03:03 PM |
| Q1 2016 | 74 | $132M | +$14.3M | -$9.73M | +$4.52M | SCHO, XLF, XHB, XLV, SCHR | 13F-HR | 4/8/2016, 05:42 PM |
| Q4 2015 | 73 | $130M | +$15.5M | -$9.1M | +$6.37M | SCHO, XLF, XLV, XHB, SCHR | 13F-HR | 1/15/2016, 11:26 AM |
| Q3 2015 | 72 | $122M | +$14.3M | -$8.39M | +$5.87M | SCHO, XLF, SCHR, XHB, XLV | 13F-HR | 10/22/2015, 06:42 PM |
| Q2 2015 | 70 | $122M | +$13.3M | -$6.44M | +$6.82M | SCHO, XLF, PSQ, SCHR, XHB | Restatement | 8/10/2015, 07:48 PM |
| Q1 2015 | 69 | $115M | +$7.71M | -$104M | -$96.1M | SCHO, XLF, SCHR, XHB, SH | 13F-HR | 4/23/2015, 06:34 PM |
| Q4 2014 | 71 | $208M | $0 | $0 | SCHO, XLF, SH, SCHR, XHB | 13F-HR | 2/13/2015, 06:48 PM |