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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 679 | $1.81B | +$92.4M | -$37.1M | +$55.3M | AAPL, BBUS, SPMD, IVV, NVDA | 13F-HR | 11/3/2025, 08:00 PM |
| Q2 2025 | 649 | $1.65B | +$93.4M | -$29.9M | +$63.5M | BBUS, AAPL, SPMD, IVV, SPLG | 13F-HR | 8/12/2025, 03:29 PM |
| Q1 2025 | 606 | $1.48B | +$60.2M | -$23.1M | +$37.1M | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 4/18/2025, 05:04 PM |
| Q4 2024 | 580 | $1.48B | +$113M | -$52.3M | +$60.4M | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 1/17/2025, 07:14 PM |
| Q3 2024 | 562 | $1.42B | +$66M | -$23.7M | +$42.3M | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 10/16/2024, 05:01 PM |
| Q2 2024 | 552 | $1.3B | +$86.4M | -$23.4M | +$63M | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 7/16/2024, 02:06 PM |
| Q1 2024 | 534 | $1.24B | +$52.1M | -$46.8M | +$5.28M | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 4/19/2024, 12:39 PM |
| Q4 2023 | 520 | $1.16B | +$81.1M | -$74.3M | +$6.76M | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 1/10/2024, 02:51 PM |
| Q3 2023 | 524 | $1.06B | +$66.3M | -$77M | -$10.7M | AAPL, BBUS, IVV, SPLG, SPMD | 13F-HR | 11/6/2023, 05:58 PM |
| Q2 2023 | 502 | $1.12B | +$91.1M | -$39.9M | +$51.2M | AAPL, BBUS, IVV, SPMD, BND | 13F-HR | 7/14/2023, 10:56 AM |
| Q1 2023 | 469 | $1.02B | +$93.6M | -$85.8M | +$7.78M | AAPL, BBUS, IVV, SPMD, BND | 13F-HR | 5/15/2023, 05:09 PM |
| Q3 2022 | 439 | $898M | +$75.5M | -$25.4M | +$50.1M | AAPL, IVV, BBUS, SPMD, BND | 13F-HR | 10/14/2022, 05:13 PM |
| Q2 2022 | 444 | $902M | +$91.9M | -$72.6M | +$19.2M | AAPL, IVV, BBUS, SPMD, USMV | 13F-HR | 8/3/2022, 05:51 PM |
| Q1 2022 | 461 | $1.03B | +$145M | -$120M | +$25M | AAPL, IVV, BBUS, SPMD, BND | 13F-HR | 4/20/2022, 08:39 PM |
| Q4 2021 | 499 | $1.05B | +$70M | -$26.5M | +$43.4M | AAPL, IVV, VTI, VXUS, USMV | 13F-HR | 2/14/2022, 12:33 PM |
| Q3 2021 | 451 | $940M | +$71.8M | -$71.8M | +$49.8K | AAPL, IVV, VTI, VXUS, BND | 13F-HR | 11/12/2021, 10:36 AM |
| Q2 2021 | 473 | $950M | +$91.2M | -$28.6M | +$62.6M | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 8/6/2021, 07:13 PM |
| Q1 2021 | 451 | $845M | +$80.1M | -$58.7M | +$21.5M | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 4/30/2021, 09:44 AM |
| Q4 2020 | 417 | $796M | +$87.6M | -$31.6M | +$56M | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 1/29/2021, 11:25 AM |
| Q3 2020 | 387 | $675M | +$83.5M | -$37.8M | +$45.7M | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 10/13/2020, 09:54 AM |
| Q2 2020 | 375 | $618M | +$70M | -$55M | +$15.1M | IVV, AAPL, VTI, USMV, VXUS | 13F-HR | 7/16/2020, 04:50 PM |
| Q1 2020 | 346 | $519M | +$68.1M | -$56.2M | +$11.9M | IVV, AAPL, USMV, VTI, VXUS | 13F-HR | 5/13/2020, 11:32 AM |
| Q4 2019 | 348 | $617M | +$46M | -$32.5M | +$13.5M | IVV, VTI, AAPL, VXUS, BOND | 13F-HR | 2/20/2020, 03:12 PM |
| Q3 2019 | 339 | $567M | +$33M | -$31.2M | +$1.73M | IVV, VTI, AAPL, BOND, BND | 13F-HR | 10/28/2019, 06:09 PM |
| Q2 2019 | 358 | $557M | +$68.2M | -$9.75M | +$58.4M | IVV, VTI, BND, BOND, AAPL | 13F-HR | 8/2/2019, 05:16 PM |
| Q1 2019 | 568 | $134M | $0 | $0 | VTI, BND, SDY, MSFT, VBR | 13F-HR | 5/10/2019, 08:51 PM | |
| Q4 2018 | 331 | $468M | +$31.3M | -$1.17B | -$1.14B | IVV, VTI, BOND, BND, AAPL | 13F-HR | 2/12/2019, 08:13 PM |
| Q3 2018 | 1,281 | $1.2B | $0 | $0 | RIGS, AGGP, HEFA, ANGL, FVD | 13F-HR | 10/19/2018, 12:11 PM | |
| Q2 2018 | 1,437 | $1.75B | $0 | $0 | RIGS, FVD, T, DGRO, BX | 13F-HR | 7/19/2018, 08:55 PM | |
| Q1 2018 | 382 | $524M | +$52.1M | -$34.5M | +$17.6M | IVV, VTI, BOND, BND, AAPL | 13F-HR | 4/24/2018, 11:24 AM |
| Q4 2017 | 399 | $533M | +$52.8M | -$25.6M | +$27.2M | IVV, VTI, BOND, BND, AAPL | 13F-HR | 2/9/2018, 03:53 PM |
| Q3 2017 | 386 | $483M | +$41.3M | -$22.6M | +$18.7M | IVV, VTI, BOND, BND, AAPL | 13F-HR | 11/14/2017, 04:27 PM |
| Q2 2017 | 376 | $446M | +$58.4M | -$24.6M | +$33.8M | IVV, VTI, BND, BOND, AAPL | 13F-HR | 8/11/2017, 09:23 AM |
| Q1 2017 | 341 | $404M | +$92M | -$8.48M | +$83.5M | IVV, VTI, BND, BOND, AAPL | 13F-HR | 5/11/2017, 07:18 PM |
| Q4 2016 | 279 | $312M | +$56.2M | -$20.5M | +$35.7M | IVV, VTI, BND, BOND, VCIT | 13F-HR | 2/14/2017, 10:14 AM |
| Q3 2016 | 272 | $271M | +$168M | -$7.12M | +$161M | IVV, BND, VTI, BOND, USMV | 13F-HR | 10/31/2016, 04:03 PM |
| Q1 2016 | 89 | $104M | $0 | $0 | BND, VTI, BOND, USMV, VTV | 13F-HR | 5/13/2016, 09:50 PM |