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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 188 | $424,689,146 | +$31,968,854 | -$36,141,858 | -$4,173,004 | SPY, VYM, VCIT, VCLT, QQQ | 13F-HR | 04 Feb 2026, 17:49 |
| Q3 2025 | 188 | $422,917,344 | +$18,550,726 | -$14,820,121 | +$3,730,605 | SPY, VYM, VCIT, VCLT, QQQ | 13F-HR | 07 Nov 2025, 18:31 |
| Q2 2025 | 173 | $394,011,620 | +$30,957,534 | -$20,046,075 | +$10,911,459 | SPY, VYM, VCIT, VCLT, QQQ | 13F-HR | 30 Jul 2025, 08:29 |
| Q1 2025 | 167 | $363,235,128 | +$19,695,379 | -$14,518,342 | +$5,177,037 | SPY, VYM, VCIT, VCLT, QQQ | 13F-HR | 05 May 2025, 13:14 |
| Q4 2024 | 173 | $359,765,532 | +$30,616,855 | -$13,562,811 | +$17,054,044 | SPY, VYM, VCIT, VCLT, QQQ | 13F-HR | 11 Feb 2025, 10:09 |
| Q3 2024 | 164 | $350,248,276 | +$23,207,920 | -$26,441,798 | -$3,233,878 | SPY, VYM, VCIT, VCLT, VIS | 13F-HR | 14 Nov 2024, 14:41 |
| Q2 2024 | 162 | $332,098,723 | +$10,692,018 | -$6,497,327 | +$4,194,691 | SPY, VYM, VCIT, VCLT, VEU | 13F-HR | 14 Aug 2024, 11:11 |
| Q1 2024 | 165 | $327,984,186 | +$37,383,612 | -$30,602,627 | +$6,780,985 | SPY, VYM, VCIT, VCLT, VIS | 13F-HR | 14 May 2024, 11:12 |
| Q4 2023 | 151 | $302,415,881 | +$17,944,430 | -$18,039,932 | -$95,502 | SPY, VYM, VCIT, VCLT, VEU | 13F-HR | 09 Feb 2024, 13:28 |
| Q3 2023 | 147 | $276,978,591 | +$16,345,208 | -$10,266,002 | +$6,079,206 | SPY, VCIT, VYM, VCLT, VEU | 13F-HR | 14 Nov 2023, 10:49 |
| Q2 2023 | 141 | $282,346,719 | +$12,018,458 | -$7,835,503 | +$4,182,955 | SPY, VCIT, VYM, VCLT, VTV | 13F-HR | 03 Aug 2023, 13:05 |
| Q1 2023 | 143 | $269,878,849 | +$44,536,701 | -$41,444,557 | +$3,092,144 | SPY, VCIT, VYM, VCLT, VTV | 13F-HR | 02 May 2023, 13:47 |
| Q4 2022 | 139 | $258,542,172 | +$42,082,625 | -$35,047,334 | +$7,035,291 | SPY, LQD, VYM, VCLT, VTV | 13F-HR | 10 Feb 2023, 11:56 |
| Q3 2022 | 129 | $231,095,000 | +$11,871,024 | -$6,774,496 | +$5,096,528 | SPY, VCIT, VYM, VCLT, QQQ | 13F-HR | 04 Nov 2022, 14:24 |
| Q2 2022 | 138 | $242,418,000 | +$41,497,935 | -$16,902,838 | +$24,595,097 | SPY, VCIT, VYM, VCLT, QQQ | 13F-HR | 04 Aug 2022, 09:17 |
| Q1 2022 | 155 | $250,932,000 | +$63,173,358 | -$52,247,710 | +$10,925,648 | SPY, VYM, VCIT, QQQ, VEU | 13F-HR | 05 May 2022, 13:13 |
| Q4 2021 | 141 | $243,472,000 | +$36,056,684 | -$26,849,880 | +$9,206,804 | SPY, VYM, QQQ, VCIT, VAW | 13F-HR | 14 Feb 2022, 10:56 |
| Q3 2021 | 136 | $217,190,000 | +$25,799,921 | -$27,677,030 | -$1,877,109 | SPY, VYM, VWO, VCIT, QQQ | 13F-HR | 04 Nov 2021, 13:13 |
| Q2 2021 | 134 | $224,562,000 | +$10,143,244 | -$3,895,511 | +$6,247,733 | SPY, VYM, GDX, VCIT, VAW | 13F-HR | 16 Aug 2021, 12:56 |
| Q1 2021 | 120 | $207,310,000 | +$47,554,363 | -$40,571,108 | +$6,983,255 | SPY, VYM, GDX, VCIT, VAW | 13F-HR | 04 May 2021, 12:36 |
| Q4 2020 | 115 | $194,800,000 | +$25,462,983 | -$8,918,481 | +$16,544,502 | SPY, VYM, VGT, VAW, VCIT | 13F-HR | 28 Jan 2021, 12:49 |
| Q3 2020 | 101 | $163,403,000 | +$16,134,194 | -$21,327,947 | -$5,193,753 | SPY, VYM, VGT, VCIT, SH | 13F-HR | 03 Nov 2020, 12:39 |
| Q2 2020 | 105 | $162,331,000 | +$13,472,270 | -$20,745,252 | -$7,272,982 | SPY, VYM, VGT, SH, VCIT | 13F-HR | 30 Jul 2020, 11:58 |
| Q1 2020 | 109 | $147,196,000 | +$23,119,688 | -$38,554,389 | -$15,434,701 | SPY, VYM, VCIT, VDC, VGT | 13F-HR | 21 Apr 2020, 11:54 |
| Q4 2019 | 131 | $195,283,000 | +$7,760,509 | -$14,105,904 | -$6,345,395 | SPY, VYM, VGT, VWO, VDC | 13F-HR | 24 Jan 2020, 11:06 |
| Q3 2019 | 127 | $189,537,000 | +$18,339,569 | -$51,550,801 | -$33,211,232 | SPY, VYM, VGT, VWO, VDC | 13F-HR | 01 Nov 2019, 12:59 |
| Q2 2019 | 127 | $214,399,000 | +$19,830,575 | -$13,819,042 | +$6,011,533 | SPY, VCIT, VCLT, VYM, VOO | 13F-HR | 08 Aug 2019, 12:18 |
| Q1 2019 | 127 | $202,218,000 | +$28,772,073 | -$24,567,961 | +$4,204,112 | SPY, VCIT, VCLT, VYM, VOO | 13F-HR | 30 Apr 2019, 11:26 |
| Q4 2018 | 122 | $158,202,000 | +$51,790,196 | -$41,841,423 | +$9,948,773 | VCIT, VCLT, IVV, VYM, VWO | 13F-HR | 28 Jan 2019, 14:21 |
| Q3 2018 | 115 | $159,100,000 | +$12,532,110 | -$10,726,597 | +$1,805,513 | VCIT, VWO, VYM, VCLT, SH | 13F-HR | 30 Oct 2018, 11:45 |
| Q2 2018 | 116 | $154,538,000 | +$36,265,499 | -$38,887,560 | -$2,622,061 | VCIT, VWO, VCLT, VYM, VGT | 13F-HR | 07 Aug 2018, 12:08 |
| Q1 2018 | 113 | $156,392,000 | +$40,790,202 | -$19,832,222 | +$20,957,980 | VOO, VWO, VCIT, VYM, VGT | 13F-HR | 27 Apr 2018, 11:39 |
| Q4 2017 | 116 | $134,461,000 | +$16,750,148 | -$19,311,953 | -$2,561,805 | VCIT, VWO, VYM, VGT, VFH | 13F-HR | 02 Feb 2018, 14:23 |
| Q3 2017 | 117 | $133,696,000 | +$15,696,085 | -$14,828,261 | +$867,824 | VCIT, VWO, VYM, VGT, VFH | 13F-HR | 08 Nov 2017, 12:46 |
| Q2 2017 | 110 | $131,740,000 | +$23,115,389 | -$24,571,018 | -$1,455,629 | VCIT, VYM, SH, VWO, VGT | 13F-HR | 02 Aug 2017, 14:15 |
| Q1 2017 | 117 | $131,740,000 | +$26,933,130 | -$26,076,345 | +$856,785 | VCIT, VYM, VWO, GDX, VAW | 13F-HR | 10 May 2017, 13:33 |
| Q4 2016 | 108 | $126,450,000 | +$33,480,998 | -$31,617,857 | +$1,863,141 | VCIT, SPLV, VYM, VDE, VWO | 13F-HR | 06 Feb 2017, 12:54 |
| Q3 2016 | 110 | $140,018,000 | +$21,549,487 | -$24,293,908 | -$2,744,421 | VCIT, SPY, VYM, VGT, VWO | 13F-HR | 01 Nov 2016, 13:05 |
| Q2 2016 | 116 | $142,496,000 | +$19,118,720 | -$20,968,483 | -$1,849,763 | VCIT, SPY, VYM, VDC, VPU | 13F-HR | 12 Aug 2016, 14:29 |
| Q1 2016 | 104 | $138,315,000 | +$56,091,506 | -$43,383,342 | +$12,708,164 | VCIT, SPY, VDC, VYM, VCLT | 13F-HR | 11 May 2016, 14:48 |
| Q4 2015 | 113 | $123,020,000 | $0 | $0 | $0 | VTI, VCIT, VDC, VEU, VCR | 13F-HR | 11 May 2016, 14:47 |