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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 572 | $849M | +$21.3M | -$6.77M | +$14.6M | DFAI, SCHR, SCHO, AVLV, DFAS | 13F-HR | 10/23/2025, 02:11 PM |
| Q2 2025 | 577 | $791M | +$78.4M | -$54.9M | +$23.6M | DFAI, SCHR, SCHO, AVLV, DFAS | 13F-HR | 7/16/2025, 01:58 PM |
| Q1 2025 | 584 | $723M | +$40.9M | -$21.2M | +$19.7M | DFAI, AVLV, DFAS, SCHR, AVUV | 13F-HR | 4/22/2025, 01:15 PM |
| Q4 2024 | 596 | $707M | +$55.2M | -$8.97M | +$46.2M | DFAI, AVLV, DFAS, AVUV, SCHR | 13F-HR | 2/4/2025, 10:23 AM |
| Q3 2024 | 616 | $728M | +$48.3M | -$31.2M | +$17.1M | DFAI, DFAS, AVLV, AVUV, SCHR | 13F-HR | 10/9/2024, 03:18 PM |
| Q2 2024 | 593 | $668M | +$51.2M | -$26.5M | +$24.7M | DFAI, DFAS, AVLV, AVUV, SCHR | 13F-HR | 7/31/2024, 10:29 AM |
| Q1 2024 | 574 | $654M | +$60.7M | -$14.2M | +$46.5M | DFAI, DFAS, AVUV, AVLV, SCHR | 13F-HR | 4/16/2024, 03:27 PM |
| Q4 2023 | 650 | $578M | +$83.6M | -$29M | +$54.6M | DFAI, DFAS, AVUV, AVLV, SCHR | 13F-HR | 1/18/2024, 10:38 AM |
| Q3 2023 | 761 | $474M | +$7.48M | -$6.19M | +$1.29M | DFAI, DFAS, AVUV, SCHR, DFUV | 13F-HR | 10/20/2023, 01:27 PM |
| Q2 2023 | 748 | $489M | +$13.6M | -$6.37M | +$7.26M | DFAI, DFAS, AVUV, SCHR, DFUV | 13F-HR | 7/12/2023, 02:01 PM |
| Q1 2023 | 778 | $468M | +$21.2M | -$9.23M | +$12M | DFAI, DFAS, AVUV, SCHR, DFUV | 13F-HR | 5/5/2023, 02:11 PM |
| Q4 2022 | 767 | $439M | +$47.5M | -$9.5M | +$38M | DFAI, DFAS, AVUV, DFUV, SCHR | 13F-HR | 1/23/2023, 09:45 AM |
| Q3 2022 | 683 | $365M | +$24.8M | -$6.37M | +$18.4M | DFAI, DFUV, SCHR, DFAS, SCHM | 13F-HR | 10/26/2022, 02:42 PM |
| Q2 2022 | 586 | $372M | +$184M | -$383K | +$183M | DFAI, DFUV, SCHR, SCHM, AVDV | 13F-HR | 8/1/2022, 09:24 AM |
| Q1 2022 | 505 | $220M | +$4.63M | -$112M | -$107M | DFAI, SCHM, AVDV, SCHH, VOO | 13F-HR | 4/29/2022, 01:48 PM |
| Q4 2021 | 376 | $355M | +$68.6M | -$29.1M | +$39.5M | DFAI, SCHM, VOO, SCHH, IVV | 13F-HR | 2/3/2022, 10:49 AM |
| Q3 2021 | 369 | $297M | +$30.8M | -$5.79M | +$25M | VOO, SCHM, SPLG, IVV, SCHH | 13F-HR | 11/1/2021, 01:25 PM |
| Q2 2021 | 403 | $275M | +$32.4M | -$1.59M | +$30.8M | VOO, SCHM, IVV, SPLG, SCHH | 13F-HR | 8/3/2021, 11:36 AM |
| Q1 2021 | 345 | $231M | +$3.48M | -$10.8M | -$7.31M | VOO, SCHM, IVV, SPLG, SCHH | 13F-HR | 5/3/2021, 03:10 PM |
| Q4 2020 | 349 | $222M | +$7.87M | -$5.91M | +$1.96M | VOO, SCHM, IVV, SPLG, SCHF | 13F-HR | 2/2/2021, 10:42 AM |
| Q3 2020 | 317 | $193M | +$5.69M | -$3.1M | +$2.58M | VOO, SCHM, IVV, SPLG, SCHF | 13F-HR | 11/2/2020, 08:46 AM |
| Q2 2020 | 310 | $182M | +$7.38M | -$4.23M | +$3.15M | VOO, SCHM, IVV, SPLG, SCHF | 13F-HR | 8/7/2020, 02:47 PM |
| Q1 2020 | 250 | $153M | +$11.3M | -$9.17M | +$2.11M | VOO, IVV, SCHM, SPLG, SCHF | 13F-HR | 5/13/2020, 11:44 AM |
| Q4 2019 | 268 | $194M | +$1.74M | -$3.49M | -$1.75M | VOO, IVV, SCHM, SCHF, SPLG | 13F-HR | 1/16/2020, 11:11 AM |
| Q3 2019 | 267 | $185M | +$3.53M | -$2.82M | +$709K | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 11/1/2019, 10:09 AM |
| Q2 2019 | 272 | $184M | +$1.88M | -$2.6M | -$711K | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 8/5/2019, 11:50 AM |
| Q1 2019 | 277 | $180M | +$4.62M | -$2.71M | +$1.91M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 5/3/2019, 12:55 PM |
| Q4 2018 | 274 | $160M | +$7.36M | -$4.35M | +$3.01M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 2/11/2019, 10:32 AM |
| Q3 2018 | 297 | $179M | +$3.59M | -$3.01M | +$583K | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 11/9/2018, 01:46 PM |
| Q2 2018 | 281 | $172M | +$4.77M | -$2.84M | +$1.93M | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 8/8/2018, 01:57 PM |
| Q1 2018 | 321 | $168M | +$25M | -$25.8M | -$800K | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 4/30/2018, 02:09 PM |
| Q4 2017 | 285 | $172M | +$5.85M | -$3.96M | +$1.89M | IVV, VOO, SCHM, SCHH, SCHF | 13F-HR | 1/23/2018, 04:02 PM |
| Q3 2017 | 314 | $164M | +$13.2M | -$1.06M | +$12.1M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 11/3/2017, 01:51 PM |
| Q2 2017 | 62 | $147M | +$3.68M | -$2.01M | +$1.68M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 8/8/2017, 09:26 AM |
| Q1 2017 | 62 | $141M | +$5.34M | -$3.61M | +$1.73M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 5/5/2017, 01:46 PM |
| Q4 2016 | 61 | $135M | +$2.01M | -$1.46M | +$549K | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 2/6/2017, 01:42 PM |
| Q3 2016 | 62 | $132M | +$6.57M | -$1.3M | +$5.27M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 11/4/2016, 02:49 PM |
| Q2 2016 | 56 | $122M | +$3.81M | -$7.39M | -$3.57M | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 8/3/2016, 01:29 PM |
| Q1 2016 | 227 | $123M | $0 | $0 | VOO, IVV, SCHM, SCHF, SCHH | New Holdings | 5/5/2016, 03:31 PM | |
| Q1 2016 | 227 | $123M | +$8.93M | -$3.21M | +$5.72M | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 4/29/2016, 10:58 AM |
| Q4 2015 | 221 | $116M | $0 | $0 | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 2/10/2016, 02:05 PM |