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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 82 | $356M | +$86.9M | -$65.4M | +$21.4M | SCHB, VT, BALT, PJUL, SCHM | 13F-HR | 11/6/2025, 05:02 PM |
| Q2 2025 | 75 | $316M | +$13.1M | -$4.42M | +$8.65M | SCHB, PBJA, BALT, KJAN, VTI | 13F-HR | 7/28/2025, 05:12 PM |
| Q1 2025 | 75 | $287M | +$20.1M | -$3.18M | +$16.9M | SCHB, PBJA, BALT, KJAN, SCHM | 13F-HR | 5/13/2025, 11:16 AM |
| Q4 2024 | 73 | $279M | +$129M | -$55.4M | +$73.2M | SCHB, PBJA, BALT, KJAN, VTI | 13F-HR | 1/24/2025, 11:13 AM |
| Q3 2024 | 71 | $257M | +$34.3M | -$13.9M | +$20.4M | SCHB, JANW, KJAN, VTI, IJAN | 13F-HR | 10/23/2024, 08:26 AM |
| Q2 2024 | 68 | $225M | +$2.45M | -$6.29M | -$3.83M | SCHB, JANW, KJAN, VTI, DFAT | 13F-HR | 7/31/2024, 03:59 PM |
| Q1 2024 | 79 | $226M | +$7.87M | -$3.34M | +$4.53M | SCHB, JANW, KJAN, VTI, DFAT | 13F-HR | 4/30/2024, 09:57 AM |
| Q4 2023 | 69 | $209M | +$89.4M | -$90.4M | -$1.02M | SCHB, JANW, KJAN, VTI, DFAT | 13F-HR | 1/29/2024, 08:40 AM |
| Q3 2023 | 70 | $191M | +$54.1M | -$47.7M | +$6.45M | SCHX, KJUL, PJUL, VTI, SCHF | 13F-HR | 10/24/2023, 04:42 PM |
| Q2 2023 | 66 | $190M | +$16M | -$7.19M | +$8.78M | PDEC, SCHX, PJAN, KJAN, SCHG | 13F-HR | 7/18/2023, 12:14 PM |
| Q1 2023 | 63 | $171M | +$28.3M | -$32M | -$3.72M | PDEC, SCHX, PJAN, VTI, SCHG | 13F-HR | 4/20/2023, 12:53 PM |
| Q4 2022 | 66 | $174M | +$40.8M | -$63.4M | -$22.7M | VTI, SCHX, BALT, SCHG, PJAN | 13F-HR | 1/19/2023, 10:57 AM |
| Q3 2022 | 65 | $178M | +$18.8M | -$17.8M | +$941K | SCHX, JANW, UJAN, VTI, SCHD | 13F-HR | 10/20/2022, 04:19 PM |
| Q2 2022 | 66 | $184M | +$34M | -$22.8M | +$11.2M | SCHX, JANW, VTI, VCSH, SCHG | 13F-HR | 7/14/2022, 08:47 AM |
| Q1 2022 | 62 | $192M | +$29.9M | -$6.8M | +$23.1M | PJAN, SCHX, KJAN, VTI, JANW | 13F-HR | 5/9/2022, 03:01 PM |
| Q4 2021 | 62 | $184M | +$94.2M | -$86M | +$8.21M | PJAN, KJAN, SCHX, VTI, VCSH | 13F-HR | 1/19/2022, 11:17 AM |
| Q3 2021 | 53 | $169M | +$11.7M | -$2.17M | +$9.52M | JULW, VTI, VTV, VCSH, KJUL | 13F-HR | 11/9/2021, 11:52 AM |
| Q2 2021 | 49 | $161M | +$46.1M | -$40M | +$6.15M | VTI, JULW, VTV, VCSH, KJUL | 13F-HR | 7/22/2021, 12:57 PM |
| Q1 2021 | 42 | $149M | +$36.6M | -$21.8M | +$14.9M | VTI, PJAN, VCSH, VGSH, VTV | 13F-HR | 4/26/2021, 07:30 AM |
| Q4 2020 | 39 | $130M | $0 | $0 | VTI, VCSH, PJAN, VGSH, VTV | 13F-HR | 4/26/2021, 07:26 AM |