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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 539 | $189,494,516 | +$2,371,058 | -$2,296,372 | +$74,686 | VTI, VCSH, VEA, RZV, BNDX | 13F-HR | 12 Jan 2026, 12:59 |
| Q2 2025 | 539 | $178,151,492 | +$1,719,583 | -$4,094,741 | -$2,375,158 | VTI, VCSH, VEA, RZV, BNDX | 13F-HR | 14 Aug 2025, 14:31 |
| Q1 2025 | 539 | $168,399,577 | +$1,674,955 | -$4,704,243 | -$3,029,288 | VTI, VCSH, VEA, BNDX, RZV | 13F-HR | 06 May 2025, 10:21 |
| Q4 2024 | 539 | $173,883,356 | +$4,309,198 | -$2,847,935 | +$1,461,263 | VTI, VCSH, VEA, RZV, BNDX | 13F-HR | 11 Feb 2025, 10:04 |
| Q3 2024 | 542 | $176,013,282 | +$4,606,850 | -$3,005,728 | +$1,601,122 | VTI, VCSH, VEA, RZV, BNDX | 13F-HR | 13 Nov 2024, 12:16 |
| Q2 2024 | 537 | $166,626,940 | +$2,701,504 | -$6,745,200 | -$4,043,696 | VTI, VCSH, VEA, BNDX, RZV | 13F-HR | 12 Aug 2024, 10:03 |
| Q1 2024 | 536 | $170,670,658 | +$2,524,344 | -$3,480,131 | -$955,787 | VTI, VCSH, VEA, RZV, BNDX | 13F-HR | 07 May 2024, 13:45 |
| Q4 2023 | 536 | $162,981,476 | +$1,384,094 | -$3,727,621 | -$2,343,527 | VTI, VCSH, VEA, BNDX, RZV | 13F-HR | 14 Feb 2024, 15:54 |
| Q3 2023 | 545 | $153,317,951 | +$2,748,613 | -$3,222,313 | -$473,700 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 27 Nov 2023, 12:31 |
| Q2 2023 | 565 | $153,500,932 | +$1,209,013 | -$1,618,117 | -$409,104 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 08 Aug 2023, 08:58 |
| Q1 2023 | 558 | $154,520,026 | +$4,816,923 | -$2,742,165 | +$2,074,758 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 02 May 2023, 10:14 |
| Q4 2022 | 533 | $145,848,152 | +$1,426,886 | -$2,090,426 | -$663,540 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 14 Feb 2023, 14:58 |
| Q3 2022 | 492 | $138,324,000 | +$4,608,632 | -$3,285,242 | +$1,323,390 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 01 Nov 2022, 15:18 |
| Q2 2022 | 495 | $146,935,000 | +$2,625,313 | -$2,544,322 | +$80,991 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 16 Aug 2022, 09:33 |
| Q1 2022 | 498 | $166,565,000 | +$6,582,806 | -$4,719,909 | +$1,862,897 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 04 May 2022, 09:53 |
| Q4 2021 | 486 | $171,750,000 | +$4,008,066 | -$4,544,060 | -$535,994 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 08 Feb 2022, 08:53 |
| Q3 2021 | 477 | $167,362,000 | +$4,175,608 | -$7,700,465 | -$3,524,857 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 12 Nov 2021, 14:47 |
| Q2 2021 | 490 | $171,178,000 | +$5,164,607 | -$3,550,985 | +$1,613,622 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 13 Aug 2021, 12:21 |
| Q1 2021 | 485 | $161,276,000 | +$6,125,088 | -$2,829,583 | +$3,295,505 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 11 May 2021, 09:30 |
| Q4 2020 | 451 | $149,435,000 | +$6,881,793 | -$9,083,517 | -$2,201,724 | VCSH, VTI, VEA, BNDX, RZV | 13F-HR | 09 Feb 2021, 11:38 |
| Q3 2020 | 457 | $137,135,000 | +$3,083,421 | -$4,352,223 | -$1,268,802 | VCSH, VTI, BNDX, VEA, VWO | 13F-HR | 16 Nov 2020, 14:41 |
| Q2 2020 | 457 | $132,679,000 | +$6,539,688 | -$4,093,773 | +$2,445,915 | VCSH, VTI, BNDX, VEA, VWO | 13F-HR | 11 Aug 2020, 09:53 |
| Q1 2020 | 445 | $114,702,000 | +$2,419,014 | -$5,072,874 | -$2,653,860 | VCSH, VTI, BNDX, VEA, VWO | 13F-HR | 12 May 2020, 12:17 |
| Q4 2019 | 443 | $143,318,000 | +$7,042,339 | -$5,764,376 | +$1,277,963 | VCSH, VTI, VEA, BNDX, VWO | 13F-HR | 04 Feb 2020, 10:18 |
| Q3 2019 | 445 | $135,028,000 | +$20,214,985 | -$19,699,051 | +$515,934 | VCSH, VTI, BNDX, VEA, VWO | 13F-HR | 06 Nov 2019, 16:01 |
| Q2 2019 | 451 | $134,156,000 | +$2,648,174 | -$4,276,406 | -$1,628,232 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 13 Aug 2019, 09:12 |
| Q1 2019 | 456 | $133,031,000 | +$3,927,285 | -$3,194,653 | +$732,632 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 07 May 2019, 09:54 |
| Q4 2018 | 451 | $120,330,000 | +$3,362,714 | -$3,290,467 | +$72,247 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 13 Feb 2019, 10:28 |
| Q3 2018 | 470 | $133,430,000 | +$5,058,022 | -$5,437,168 | -$379,146 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 02 Nov 2018, 11:35 |
| Q2 2018 | 480 | $131,642,000 | +$16,448,410 | -$9,545,901 | +$6,902,509 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 14 Aug 2018, 09:19 |
| Q1 2018 | 392 | $125,304,000 | +$10,488,545 | -$9,291,570 | +$1,196,975 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 11 May 2018, 11:31 |
| Q4 2017 | 382 | $126,021,000 | +$3,431,293 | -$1,195,608 | +$2,235,685 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 13 Feb 2018, 12:08 |
| Q3 2017 | 363 | $121,188,000 | +$31,370,827 | -$1,257,280 | +$30,113,547 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 06 Nov 2017, 09:28 |
| Q2 2017 | 170 | $88,226,000 | +$2,337,912 | -$29,219,352 | -$26,881,440 | VCIT, VTI, VEA, BNDX, RZV | 13F-HR | 08 Aug 2017, 11:09 |
| Q1 2017 | 363 | $113,434,000 | +$4,660,168 | -$3,148,100 | +$1,512,068 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 09 May 2017, 10:16 |
| Q4 2016 | 338 | $108,370,000 | +$6,898,016 | -$2,099,195 | +$4,798,821 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 14 Feb 2017, 09:50 |
| Q3 2016 | 317 | $103,305,000 | +$3,279,295 | -$2,277,423 | +$1,001,872 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 15 Nov 2016, 15:55 |
| Q2 2016 | 298 | $99,802,000 | +$2,995,722 | -$5,774,301 | -$2,778,579 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 16 Aug 2016, 09:59 |
| Q1 2016 | 302 | $100,298,000 | +$5,330,623 | -$5,264,317 | +$66,306 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 09 May 2016, 09:53 |
| Q4 2015 | 300 | $98,586,000 | +$2,959,889 | -$2,614,321 | +$345,568 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 17 Feb 2016, 14:05 |
| Q3 2015 | 304 | $96,785,000 | +$1,532,294 | -$3,221,238 | -$1,688,944 | VCIT, VTI, BNDX, VEA, VWO | 13F-HR | 03 Nov 2015, 10:52 |
| Q2 2015 | 329 | $106,412,000 | +$6,477,540 | -$3,146,478 | +$3,331,062 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 10 Aug 2015, 13:03 |
| Q1 2015 | 321 | $103,782,000 | +$3,039,271 | -$2,032,094 | +$1,007,177 | VCIT, VTI, VEA, BNDX, VWO | 13F-HR | 04 May 2015, 15:58 |
| Q4 2014 | 317 | $101,586,000 | $0 | $0 | $0 | VTI, VCIT, VEA, BNDX, VWO | 13F-HR | 11 Feb 2015, 16:20 |