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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 592 | $1.64B | +$90M | -$40.8M | +$49.2M | SPY, BRKB, QQQ, VTI, IWP | 13F-HR | 11/7/2025, 01:24 PM |
| Q2 2025 | 589 | $1.51B | +$163M | -$88.2M | +$74.4M | SPY, BRKB, QQQ, VTI, IWP | 13F-HR | 8/12/2025, 01:10 PM |
| Q1 2025 | 562 | $1.36B | +$90.7M | -$64M | +$26.7M | SPY, BRKB, QQQ, SPYV, VTI | 13F-HR | 5/27/2025, 04:49 PM |
| Q4 2024 | 566 | $1.34B | +$93.5M | -$49.7M | +$43.8M | SPY, BRKB, QQQ, VTI, AAPL | 13F-HR | 2/5/2025, 03:04 PM |
| Q3 2024 | 557 | $1.32B | +$150M | -$48.9M | +$101M | SPY, BRKB, QQQ, VTI, SPTM | 13F-HR | 11/14/2024, 12:07 PM |
| Q2 2024 | 514 | $1.15B | +$152M | -$84.5M | +$67.7M | SPY, BRKB, QQQ, BND, SPTM | 13F-HR | 8/9/2024, 09:18 AM |
| Q1 2024 | 479 | $1.08B | +$105M | -$76.1M | +$28.6M | SPY, BRKB, QQQ, SPYG, VTI | 13F-HR | 5/10/2024, 04:46 PM |
| Q4 2023 | 466 | $975M | +$33.2M | -$24.4M | +$8.76M | SPY, BRKB, QQQ, VTI, AAPL | 13F-HR | 2/14/2024, 10:42 AM |
| Q3 2023 | 430 | $885M | +$53.3M | -$34M | +$19.4M | SPY, BRKB, QQQ, VTI, USFR | 13F-HR | 11/13/2023, 05:22 PM |
| Q2 2023 | 439 | $894M | +$60.6M | -$52.4M | +$8.16M | SPY, BRKB, QQQ, VTI, AAPL | 13F-HR | 8/8/2023, 04:26 PM |
| Q1 2023 | 420 | $843M | +$59.8M | -$47.7M | +$12M | SPY, BRKB, QQQ, BND, USFR | 13F-HR | 5/5/2023, 03:26 PM |
| Q4 2022 | 411 | $800M | +$41.1M | -$32.2M | +$8.92M | SPY, BRKB, QQQ, VTI, IWM | 13F-HR | 2/13/2023, 03:51 PM |
| Q3 2022 | 400 | $730M | +$61.4M | -$34M | +$27.4M | SPY, BRKB, QQQ, VTI, IWM | 13F-HR | 11/9/2022, 04:54 PM |
| Q2 2022 | 407 | $752M | +$60.4M | -$28.7M | +$31.7M | SPY, BRKB, QQQ, VTI, SPYV | 13F-HR | 8/5/2022, 10:51 AM |
| Q1 2022 | 415 | $837M | +$71M | -$50.4M | +$20.6M | SPY, BRKB, QQQ, VTI, SPYV | 13F-HR | 5/6/2022, 04:24 PM |
| Q4 2021 | 426 | $839M | +$45.7M | -$50.4M | -$4.68M | SPY, BRKB, QQQ, VTI, BIL | 13F-HR | 2/14/2022, 04:25 PM |
| Q3 2021 | 1,431 | $786M | +$59.3M | -$24.9M | +$34.5M | SPY, BRKB, QQQ, VTI, BIL | 13F-HR | 11/15/2021, 02:04 PM |
| Q2 2021 | 1,375 | $757M | +$51M | -$11.2M | +$39.9M | SPY, BRKB, QQQ, VTI, BIL | 13F-HR | 8/12/2021, 04:53 PM |
| Q1 2021 | 1,345 | $677M | +$34.3M | -$27.9M | +$6.39M | SPY, BRKB, QQQ, VTI, BIL | 13F-HR | 5/11/2021, 02:33 PM |
| Q4 2020 | 1,290 | $631M | +$37.1M | -$42.2M | -$5.1M | SPY, BRKB, QQQ, BIL, VTI | 13F-HR | 2/8/2021, 11:10 AM |
| Q3 2020 | 1,243 | $570M | +$41.1M | -$31.1M | +$10.1M | SPY, BRKB, BIL, VTI, QQQ | 13F-HR | 10/30/2020, 02:08 PM |
| Q2 2020 | 1,214 | $528M | +$41.2M | -$38.2M | +$2.99M | SPY, BIL, BRKB, VTI, QQQ | Restatement | 8/4/2020, 04:48 PM |
| Q1 2020 | 1,123 | $465M | +$50.1M | -$29.3M | +$20.8M | SPY, BIL, BRKB, VTI, QQQ | 13F-HR | 4/24/2020, 04:45 PM |
| Q4 2019 | 1,059 | $548M | +$45.1M | -$34.1M | +$11M | SPY, BIL, BRKB, VTI, VEU | 13F-HR | 2/3/2020, 02:22 PM |
| Q3 2019 | 1,040 | $503M | +$63.5M | -$57.7M | +$5.83M | SPY, BIL, BRKB, VTI, BND | 13F-HR | 11/12/2019, 04:54 PM |
| Q2 2019 | 1,031 | $492M | +$101M | -$13.6M | +$87.8M | SPY, VOE, BRKB, VTI, SHV | 13F-HR | 8/7/2019, 11:26 AM |
| Q1 2019 | 974 | $392M | +$21.7M | -$33.2M | -$11.4M | SPY, VOE, VTI, BRKB, SHV | 13F-HR | 5/13/2019, 03:02 PM |
| Q4 2018 | 952 | $366M | +$71.6M | -$39.5M | +$32.1M | SPY, VOE, BRKB, VTI, SHV | 13F-HR | 2/11/2019, 01:07 PM |
| Q3 2018 | 970 | $374M | +$41.9M | -$30.6M | +$11.3M | SPY, BIL, VTI, BRKB, SHV | 13F-HR | 11/14/2018, 12:32 PM |
| Q2 2018 | 1,003 | $346M | +$41.4M | -$39.4M | +$2.03M | SPY, BIL, VTI, BRKB, VEU | 13F-HR | 8/14/2018, 09:29 AM |
| Q1 2018 | 973 | $334M | +$60.5M | -$17.3M | +$43.2M | SPY, BIL, VTI, BRKB, VEU | 13F-HR | 5/3/2018, 04:12 PM |
| Q4 2017 | 913 | $309M | +$54.3M | -$57.3M | -$3.03M | SPY, BIL, VTI, VEU, BRKB | 13F-HR | 2/5/2018, 04:56 PM |
| Q3 2017 | 898 | $295M | +$36.4M | -$9.87M | +$26.6M | SPY, BIL, VTI, VEU, BRKB | 13F-HR | 11/2/2017, 02:19 PM |
| Q2 2017 | 820 | $258M | +$64.3M | -$4.1M | +$60.2M | BIL, SPY, VTI, VEU, BRKB | 13F-HR | 8/10/2017, 10:11 AM |
| Q1 2017 | 688 | $195M | +$47.5M | -$17.3M | +$30.2M | BIL, VTI, VEU, NKE, WBA | 13F-HR | 5/26/2017, 04:03 PM |
| Q4 2016 | 604 | $164M | +$4.94M | -$60.7M | -$55.7M | BIL, VTI, AGG, GM, WBA | 13F-HR | 2/8/2017, 09:40 AM |
| Q3 2016 | 710 | $211M | +$50M | -$34.1M | +$15.9M | BIL, SPY, VTI, AGG, GM | 13F-HR | 11/14/2016, 05:31 PM |
| Q2 2016 | 710 | $200M | $0 | $0 | VOT, SPY, VTI, AGG, NKE | 13F-HR | 11/14/2016, 05:26 PM |