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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 317 | $2.25B | +$119M | -$98.3M | +$21M | QUAL, SPYG, SPYV, IEFA, IJH | 13F-HR | 11/13/2025, 06:03 AM |
| Q2 2025 | 308 | $2.1B | +$107M | -$71.2M | +$35.5M | QUAL, SPYG, SPYV, IEFA, IJH | 13F-HR | 8/14/2025, 04:42 PM |
| Q1 2025 | 302 | $1.91B | +$475M | -$303M | +$172M | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 5/15/2025, 12:18 PM |
| Q4 2024 | 277 | $1.77B | +$222M | -$488M | -$266M | QUAL, SPYG, IJH, VOT, IEFA | 13F-HR | 2/18/2025, 09:44 AM |
| Q3 2024 | 326 | $2.07B | +$54.1M | -$41.9M | +$12.2M | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 11/13/2024, 04:13 PM |
| Q2 2024 | 323 | $1.94B | +$83.7M | -$38.8M | +$44.8M | QUAL, SPYV, IEFA, SPYG, IJH | 13F-HR | 8/13/2024, 04:37 PM |
| Q1 2024 | 322 | $1.88B | +$136M | -$45.3M | +$90.4M | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 5/1/2024, 04:45 PM |
| Q4 2023 | 321 | $1.74B | +$156M | -$35.4M | +$121M | QUAL, SPYV, IEFA, IJH, IJR | 13F-HR | 2/6/2024, 01:42 PM |
| Q3 2023 | 291 | $1.46B | +$105M | -$18M | +$87.1M | QUAL, IEFA, SPYV, IJH, SPYG | 13F-HR | 10/19/2023, 04:39 PM |
| Q2 2023 | 263 | $1.44B | +$95.2M | -$50.8M | +$44.4M | QUAL, IEFA, SPYV, IJH, SPYG | 13F-HR | 7/25/2023, 11:55 AM |
| Q1 2023 | 247 | $1.32B | +$221M | -$141M | +$79.4M | QUAL, IEFA, IJH, IJR, SPYV | 13F-HR | 4/18/2023, 01:26 PM |
| Q4 2022 | 204 | $1.18B | +$57.7M | -$58.9M | -$1.17M | QUAL, IJH, IEFA, IJR, SPYV | 13F-HR | 1/17/2023, 12:40 PM |
| Q3 2022 | 190 | $1.07B | +$28.8M | -$21.9M | +$6.9M | QUAL, RTX, IJH, IJR, IEFA | 13F-HR | 11/2/2022, 04:37 PM |
| Q2 2022 | 187 | $1.14B | +$46.7M | -$17.3M | +$29.3M | QUAL, RTX, IEFA, IJR, IJH | 13F-HR | 7/12/2022, 04:16 PM |
| Q1 2022 | 189 | $1.31B | +$110M | -$20.3M | +$89.3M | QUAL, RTX, IEFA, IJR, IJH | 13F-HR | 4/18/2022, 05:26 PM |
| Q4 2021 | 197 | $1.29B | +$89M | -$18.3M | +$70.7M | QUAL, IEFA, IJR, IJH, SPYV | 13F-HR | 1/24/2022, 02:59 PM |
| Q3 2021 | 196 | $1.15B | +$30.2M | -$11M | +$19.2M | QUAL, IEFA, IJR, IJH, RTX | 13F-HR | 11/2/2021, 10:15 AM |
| Q2 2021 | 192 | $1.14B | +$446M | -$251M | +$195M | QUAL, IEFA, IJR, IJH, RTX | 13F-HR | 7/29/2021, 01:28 PM |
| Q1 2021 | 173 | $779M | +$265M | -$330M | -$65.1M | QUAL, VOT, RTX, IVW, VEU | Restatement | 5/12/2021, 12:33 PM |
| Q4 2020 | 187 | $828M | +$111M | -$232M | -$120M | QUAL, IEMG, IJR, IJH, VEA | 13F-HR | 1/29/2021, 08:57 AM |
| Q3 2020 | 203 | $906M | +$193M | -$52.1M | +$141M | QUAL, IEFA, IJR, RTX, IJH | 13F-HR | 10/13/2020, 12:32 PM |
| Q2 2020 | 137 | $712M | +$154M | -$186M | -$32M | QUAL, RTX, IEMG, VEA, IJR | 13F-HR | 7/14/2020, 10:18 AM |
| Q1 2020 | 140 | $669M | +$147M | -$168M | -$20.3M | QUAL, UTX, DTD, VIG, IVW | 13F-HR | 4/20/2020, 04:30 PM |
| Q4 2019 | 159 | $908M | +$55.9M | -$16.3M | +$39.6M | UTX, IEFA, IJH, DTD, VOOV | 13F-HR | 1/29/2020, 12:06 PM |
| Q3 2019 | 148 | $811M | +$70.4M | -$78.8M | -$8.43M | UTX, IEFA, VOOV, DTD, IJH | 13F-HR | 10/24/2019, 10:18 AM |
| Q2 2019 | 143 | $810M | +$515M | -$5.15M | +$510M | UTX, VOOV, IEFA, VOOG, DTD | 13F-HR | 7/29/2019, 11:42 AM |
| Q1 2019 | 69 | $292M | +$47.3M | -$14.1M | +$33.1M | VOOV, IEFA, VOOG, IJH, IJR | 13F-HR | 4/23/2019, 01:55 PM |
| Q4 2018 | 73 | $230M | +$41.5M | -$3.32M | +$38.2M | VOOV, VOOG, IJH, IJR, IEFA | 13F-HR | 1/25/2019, 05:33 PM |
| Q3 2018 | 69 | $226M | +$7.5M | -$1.47M | +$6.03M | VOOV, VOOG, IJH, IJR, VTI | 13F-HR | 11/14/2018, 09:35 AM |
| Q2 2018 | 65 | $209M | +$27.7M | -$3.36M | +$24.3M | VOOV, VOOG, IJH, IJR, VTI | Restatement | 8/7/2018, 12:43 PM |
| Q1 2018 | 64 | $177M | +$10.7M | -$9.47M | +$1.19M | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 5/8/2018, 01:41 PM |
| Q4 2017 | 59 | $187M | +$10.2M | -$6.92M | +$3.28M | VOOV, VOOG, IJH, BND, VTI | 13F-HR | 2/14/2018, 09:46 AM |
| Q3 2017 | 65 | $170M | +$4.96M | -$6.73M | -$1.78M | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 11/8/2017, 09:42 AM |
| Q2 2017 | 62 | $164M | +$5.87M | -$10.4M | -$4.55M | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 8/1/2017, 04:18 PM |
| Q1 2017 | 62 | $164M | +$9.85M | -$6.19M | +$3.67M | VOOG, VOOV, IJH, VEU, VTI | 13F-HR | 5/4/2017, 03:54 PM |
| Q4 2016 | 59 | $157M | +$15.2M | -$6.19M | +$9.04M | VOOG, VOOV, IJH, IEFA, VEU | 13F-HR | 2/7/2017, 11:53 AM |
| Q3 2016 | 59 | $139M | $0 | $0 | VOOG, VOOV, IJH, VTI, SDY | 13F-HR | 11/14/2016, 09:41 AM |