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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 474 | $392M | +$4.55M | -$2.66M | +$1.89M | QQQ, VUSB, VTI, SMLF, VO | 13F-HR | 11/13/2025, 12:24 PM |
| Q2 2025 | 464 | $369M | +$699K | -$32.3M | -$31.6M | QQQ, VUSB, VTI, SMLF, VO | 13F-HR | 8/15/2025, 06:45 PM |
| Q1 2025 | 470 | $377M | +$37.3M | -$35.4M | +$1.88M | VUSB, QQQ, VTI, JEPI, SMLF | 13F-HR | 5/15/2025, 01:56 PM |
| Q4 2024 | 470 | $389M | +$10.8M | -$2.74M | +$8.04M | QQQ, VUSB, VTI, JEPI, SMLF | 13F-HR | 2/18/2025, 09:20 AM |
| Q3 2024 | 469 | $380M | +$5.64M | -$1.81M | +$3.83M | QQQ, VUSB, VTI, JEPI, SMLF | 13F-HR | 11/15/2024, 04:37 PM |
| Q2 2024 | 461 | $357M | +$7.98M | -$1.61M | +$6.38M | QQQ, VUSB, JEPI, VTI, SMLF | 13F-HR | 8/14/2024, 06:24 PM |
| Q1 2024 | 460 | $351M | +$46.8M | -$25.9M | +$20.9M | QQQ, VUSB, JEPI, VTI, SMLF | 13F-HR | 5/20/2024, 01:38 PM |
| Q4 2023 | 389 | $317M | +$29.4M | -$33.1M | -$3.68M | QQQ, VUSB, JEPI, VTI, IJR | 13F-HR | 2/20/2024, 09:48 AM |
| Q3 2023 | 408 | $294M | +$28.5M | -$25.8M | +$2.72M | VUSB, QQQ, JEPI, VTI, IJR | 13F-HR | 11/15/2023, 01:33 PM |
| Q2 2023 | 397 | $304M | +$3M | -$1.41M | +$1.59M | VUSB, JEPI, QQQ, VTI, IJR | 13F-HR | 8/9/2023, 06:18 PM |
| Q1 2023 | 403 | $290M | +$27.9M | -$19.7M | +$8.21M | VUSB, JEPI, QQQ, VTI, IJR | 13F-HR | 5/16/2023, 05:30 PM |
| Q3 2022 | 390 | $256M | +$27.9M | -$1.59M | +$26.3M | VUSB, JEPI, VTI, QQQ, MGK | 13F-HR | 11/10/2022, 08:33 PM |
| Q2 2022 | 386 | $242M | +$6.95M | -$3.27M | +$3.67M | VUSB, QQQ, VTI, MGK, VNQ | 13F-HR | 8/11/2022, 06:52 PM |
| Q1 2022 | 368 | $280M | +$79.7M | -$34.5M | +$45.1M | VUSB, QQQ, VTI, MGK, VNQ | 13F-HR | 5/10/2022, 01:45 PM |
| Q4 2021 | 379 | $248M | +$4.24M | -$5.6M | -$1.36M | QQQ, VTI, USMV, MGK, VNQ | 13F-HR | 2/14/2022, 11:56 AM |
| Q3 2021 | 387 | $229M | +$7.65M | -$4.88M | +$2.78M | QQQ, VTI, USMV, MGK, VXF | 13F-HR | 11/15/2021, 01:42 PM |
| Q2 2021 | 344 | $229M | +$7.33M | -$2.94M | +$4.39M | QQQ, USMV, VTI, MGK, VXF | 13F-HR | 8/16/2021, 11:57 AM |
| Q1 2021 | 334 | $209M | +$4.52M | -$76.2M | -$71.6M | QQQ, USMV, VTI, MGK, VXF | 13F-HR | 5/17/2021, 03:52 PM |
| Q4 2020 | 323 | $270M | +$7.6M | -$2.71M | +$4.88M | ICSH, USMV, QQQ, MGK, VTI | 13F-HR | 2/17/2021, 06:08 PM |
| Q3 2020 | 306 | $242M | +$35M | -$6.03M | +$28.9M | ICSH, USMV, QQQ, MGK, VTI | 13F-HR | 11/2/2020, 06:38 PM |
| Q2 2020 | 297 | $203M | +$29.1M | -$5.87M | +$23.2M | ICSH, QQQ, USMV, VTI, MGK | 13F-HR | 8/6/2020, 12:27 PM |
| Q1 2020 | 288 | $158M | +$3.41M | -$32.5M | -$29.1M | ICSH, QQQ, USMV, VTI, XMLV | 13F-HR | 5/15/2020, 03:14 PM |
| Q4 2019 | 305 | $227M | +$15.5M | -$2.49M | +$13M | ICSH, QQQ, USMV, VTI, EFAV | 13F-HR | 2/13/2020, 03:16 PM |
| Q3 2019 | 317 | $204M | +$7.64M | -$1.31M | +$6.33M | ICSH, QQQ, USMV, VTI, EFAV | 13F-HR | 11/13/2019, 08:00 PM |
| Q2 2019 | 314 | $195M | +$18.6M | -$14.1M | +$4.54M | ICSH, QQQ, USMV, VTI, EFAV | 13F-HR | 8/14/2019, 06:57 PM |
| Q1 2019 | 311 | $186M | +$3.69M | -$22.7M | -$19M | ICSH, QQQ, VTI, USMV, EFAV | 13F-HR | 5/16/2019, 02:22 PM |
| Q4 2018 | 322 | $186M | +$9.49M | -$5.91M | +$3.58M | ICSH, QQQ, FLRN, VTI, EFAV | 13F-HR | 2/19/2019, 08:51 AM |
| Q3 2018 | 315 | $205M | +$43.9M | -$16.3M | +$27.6M | QQQ, ICSH, FLRN, VTI, XMLV | 13F-HR | 11/13/2018, 07:20 PM |
| Q2 2018 | 304 | $170M | +$50.5M | -$46.9M | +$3.61M | QQQ, XMLV, VTI, EFAV, IJR | 13F-HR | 8/13/2018, 07:20 PM |
| Q1 2018 | 302 | $163M | +$3.51M | -$995K | +$2.51M | QQQ, XMLV, EFAV, VTI, IJR | 13F-HR | 5/8/2018, 03:29 PM |
| Q4 2017 | 304 | $163M | +$4.07M | -$2.79M | +$1.29M | QQQ, XMLV, VTI, EFAV, IJR | 13F-HR | 2/15/2018, 11:45 AM |
| Q3 2017 | 310 | $156M | +$2.89M | -$923K | +$1.96M | QQQ, XMLV, VTI, EFAV, IJR | 13F-HR | 11/14/2017, 02:09 PM |
| Q2 2017 | 299 | $149M | +$5.43M | -$1.89M | +$3.54M | QQQ, XMLV, EFAV, VTI, IJR | 13F-HR | 8/11/2017, 12:03 PM |
| Q1 2017 | 298 | $143M | +$24.1M | -$18.4M | +$5.67M | QQQ, XMLV, VTI, EFAV, IJR | 13F-HR | 5/25/2017, 01:11 PM |
| Q4 2016 | 310 | $132M | $0 | $0 | QQQ, USMV, VNQ, EFAV, TOTL | 13F-HR | 2/16/2017, 06:18 PM |