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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 160 | $786,761,795 | +$64,770,051 | -$66,991,901 | -$2,221,850 | IVV, DYNF, IUSB, IVE, IVW | 13F-HR | 13 Jan 2026, 16:38 |
| Q3 2025 | 159 | $778,094,019 | +$83,743,150 | -$96,794,866 | -$13,051,716 | IVV, DYNF, IUSB, QUAL, IVW | 13F-HR | 10 Oct 2025, 10:40 |
| Q2 2025 | 154 | $745,871,463 | +$102,250,776 | -$109,936,076 | -$7,685,300 | IUSB, QUAL, IVV, DYNF, IVW | 13F-HR | 10 Jul 2025, 10:20 |
| Q1 2025 | 149 | $699,043,651 | +$86,415,369 | -$88,139,029 | -$1,723,660 | IVV, IUSB, QUAL, DYNF, IVW | 13F-HR | 30 Apr 2025, 15:12 |
| Q4 2024 | 145 | $711,814,414 | +$59,295,193 | -$29,442,791 | +$29,852,402 | IVV, IUSB, QUAL, DYNF, IVW | 13F-HR | 05 Feb 2025, 15:42 |
| Q3 2024 | 143 | $702,061,448 | +$139,810,114 | -$88,135,337 | +$51,674,777 | IVV, IUSB, QUAL, DYNF, IVW | 13F-HR | 21 Oct 2024, 09:58 |
| Q2 2024 | 117 | $618,838,756 | +$97,791,294 | -$99,110,713 | -$1,319,419 | IVV, IUSB, QUAL, DYNF, IVW | 13F-HR | 17 Jul 2024, 12:44 |
| Q1 2024 | 122 | $610,801,058 | +$77,758,786 | -$69,393,242 | +$8,365,544 | IVV, IUSB, QUAL, ESGU, EFV | 13F-HR | 18 Apr 2024, 14:58 |
| Q4 2023 | 115 | $566,854,955 | +$63,540,632 | -$67,445,280 | -$3,904,648 | IVV, IUSB, QUAL, ESGU, GCOW | 13F-HR | 19 Jan 2024, 11:04 |
| Q3 2023 | 111 | $522,139,794 | +$96,543,768 | -$84,158,837 | +$12,384,931 | IVV, IUSB, QUAL, EFV, ESGU | 13F-HR | 31 Oct 2023, 10:54 |
| Q2 2023 | 95 | $528,322,868 | +$77,071,110 | -$34,028,213 | +$43,042,897 | IVV, IUSB, QUAL, GCOW, ESGU | 13F-HR | 14 Jul 2023, 09:30 |
| Q1 2023 | 93 | $466,298,374 | +$101,606,463 | -$92,340,615 | +$9,265,848 | IVV, IUSB, ESGU, GCOW, QUAL | 13F-HR | 18 Apr 2023, 14:57 |
| Q4 2022 | 94 | $435,642,013 | +$85,205,496 | -$137,541,766 | -$52,336,270 | IVV, ESGU, SCHD, IUSB, EFV | 13F-HR | 30 Jan 2023, 09:35 |
| Q3 2022 | 106 | $458,806,000 | +$117,427,112 | -$44,876,194 | +$72,550,918 | ESGU, IVV, IUSB, GOVT, SCHD | 13F-HR | 02 Nov 2022, 09:26 |
| Q2 2022 | 87 | $412,866,000 | +$82,172,302 | -$46,398,331 | +$35,773,971 | ESGU, IVV, IUSB, SCHD, EFV | 13F-HR | 27 Jul 2022, 11:52 |
| Q1 2022 | 80 | $436,858,000 | +$65,995,926 | -$42,180,015 | +$23,815,911 | ESGU, IVV, IUSB, GOVT, EFV | 13F-HR | 25 Apr 2022, 17:06 |
| Q4 2021 | 81 | $442,749,000 | +$63,659,182 | -$26,301,186 | +$37,357,996 | ESGU, IVV, IUSB, EFG, EFV | 13F-HR | 03 Feb 2022, 16:05 |
| Q3 2021 | 77 | $386,847,000 | +$46,199,145 | -$26,751,417 | +$19,447,728 | ESGU, IVV, IUSB, EFV, GOVT | 13F-HR | 29 Oct 2021, 10:54 |
| Q2 2021 | 77 | $376,881,000 | +$61,130,481 | -$23,388,991 | +$37,741,490 | ESGU, IVV, IUSB, GOVT, EFV | 13F-HR | 28 Jul 2021, 13:01 |
| Q1 2021 | 77 | $319,847,000 | +$77,920,961 | -$67,759,499 | +$10,161,462 | ESGU, IVV, GOVT, IUSB, EFV | 13F-HR | 21 Apr 2021, 15:14 |
| Q4 2020 | 73 | $299,498,000 | +$42,659,890 | -$30,659,022 | +$12,000,868 | ESGU, IVV, MGK, LQD, IXN | 13F-HR | 04 Feb 2021, 10:09 |
| Q3 2020 | 66 | $263,055,000 | +$32,476,767 | -$9,774,421 | +$22,702,346 | ESGU, IVV, MGK, LQD, GOVT | 13F-HR | 21 Oct 2020, 12:03 |
| Q2 2020 | 65 | $226,478,000 | +$98,829,558 | -$88,496,576 | +$10,332,982 | ESGU, IVV, MGK, LQD, USMV | 13F-HR | 22 Jul 2020, 15:15 |
| Q1 2020 | 58 | $191,802,000 | +$36,881,834 | -$40,400,094 | -$3,518,260 | USMV, IVV, GOVT, SCHX, AGG | 13F-HR | 24 Apr 2020, 10:34 |
| Q4 2019 | 64 | $236,392,000 | +$43,616,462 | -$49,265,884 | -$5,649,422 | USMV, IVV, GOVT, XMLV, SCHX | 13F-HR | 28 Jan 2020, 16:49 |
| Q3 2019 | 58 | $231,946,000 | +$54,479,179 | -$43,009,450 | +$11,469,729 | USMV, SCHX, XMLV, EFAV, GOVT | 13F-HR | 01 Nov 2019, 15:45 |
| Q2 2019 | 197 | $219,621,000 | +$15,229,602 | -$15,380,077 | -$150,475 | RSP, SCHX, XMLV, EELV, USMV | 13F-HR | 24 Jul 2019, 10:14 |
| Q1 2019 | 201 | $213,622,000 | +$93,219,290 | -$52,806,027 | +$40,413,263 | SCHX, RSP, EELV, USMV, XMLV | 13F-HR | 18 Apr 2019, 16:24 |
| Q4 2018 | 201 | $152,674,000 | +$20,456,790 | -$30,797,861 | -$10,341,071 | RSP, SCHM, SCHX, SCHA, SCHD | 13F-HR | 25 Jan 2019, 15:58 |
| Q3 2018 | 214 | $190,460,000 | +$9,314,546 | -$5,684,812 | +$3,629,734 | SCHM, RSP, SCHA, SCHF, SCHX | 13F-HR | 19 Oct 2018, 14:56 |
| Q2 2018 | 201 | $179,519,000 | +$32,562,867 | -$37,141,247 | -$4,578,380 | SCHM, RSP, SCHA, SCHF, SCHX | 13F-HR | 26 Jul 2018, 17:18 |
| Q1 2018 | 231 | $176,293,000 | +$11,874,582 | -$3,707,775 | +$8,166,807 | SCHM, RSP, SCHA, SCHF, SCHX | 13F-HR | 26 Apr 2018, 13:12 |
| Q4 2017 | 221 | $170,598,000 | +$7,253,860 | -$33,336,886 | -$26,083,026 | SCHM, RSP, SCHA, SCHF, SCHX | Restatement | 15 Feb 2018, 11:24 |
| Q3 2017 | 218 | $189,120,000 | +$12,704,406 | -$9,090,866 | +$3,613,540 | SCHM, RSP, SCHF, SCHA, SCHX | 13F-HR | 11 Oct 2017, 17:11 |
| Q2 2017 | 205 | $176,716,000 | +$7,373,831 | -$23,012,866 | -$15,639,035 | SCHM, RSP, SCHA, SCHF, SCHX | 13F-HR | 19 Jul 2017, 13:14 |
| Q1 2017 | 248 | $188,298,000 | +$78,678,762 | -$63,244,354 | +$15,434,408 | SCHM, RSP, SCHA, SCHX, SCHD | 13F-HR | 10 May 2017, 12:03 |
| Q4 2016 | 231 | $164,472,000 | +$17,389,307 | -$19,885,141 | -$2,495,834 | IHDG, SCHG, RSP, SCHA, SCHM | 13F-HR | 24 Jan 2017, 13:11 |
| Q3 2016 | 234 | $164,503,000 | +$1,066,899 | -$1,170,242 | -$103,343 | IHDG, SCHG, SCHH, SCHA, SCHM | 13F-HR | 02 Nov 2016, 11:19 |
| Q2 2016 | 242 | $159,552,000 | +$40,867,619 | -$2,066,726 | +$38,800,893 | IHDG, SCHG, SCHH, SCHA, SCHM | 13F-HR | 05 Aug 2016, 11:01 |
| Q1 2016 | 259 | $118,474,730 | +$23,444,783 | -$47,488,713 | -$24,043,930 | IHDG, SCHG, SCHH, SCHA, SCHM | 13F-HR | 22 Apr 2016, 13:02 |
| Q4 2015 | 250 | $142,419,000 | +$40,875,857 | -$29,699,602 | +$11,176,255 | IHDG, SCHB, SCHD, SCHM, RSP | Restatement | 09 Feb 2016, 16:47 |
| Q3 2015 | 225 | $128,645,000 | +$30,887,532 | -$28,060,453 | +$2,827,079 | IHDG, SCHD, RSP, SCHA, SCHM | 13F-HR | 05 Nov 2015, 17:10 |
| Q2 2015 | 196 | $132,259,000 | +$23,426,852 | -$44,397,037 | -$20,970,185 | IHDG, SCHD, SCHA, SCHM, DBEF | 13F-HR | 05 Aug 2015, 15:28 |
| Q1 2015 | 219 | $155,769,000 | $0 | $0 | $0 | IHDG, SCHD, RSP, SCHM, SCHA | 13F-HR | 15 May 2015, 12:51 |