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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 179 | $856,842,000 | +$31,278,657 | -$32,661,255 | -$1,382,598 | EFA, VWO, MSFT, VOE, VOT | 13F-HR | 30 Jan 2026, 16:31 |
| Q3 2025 | 184 | $839,780,000 | +$155,385,973 | -$19,721,045 | +$135,664,928 | EFA, VWO, MSFT, VOT, VOE | 13F-HR | 28 Oct 2025, 13:20 |
| Q2 2025 | 161 | $662,387,000 | +$43,338,591 | -$130,367,494 | -$87,028,903 | EFA, MSFT, BRKB, AMZN, IWO | 13F-HR | 23 Jul 2025, 13:37 |
| Q1 2025 | 163 | $713,949,000 | +$54,770,214 | -$39,113,897 | +$15,656,317 | EFA, BRKB, VOE, VOT, IWN | 13F-HR | 22 Apr 2025, 17:50 |
| Q4 2024 | 177 | $710,840,000 | +$29,864,069 | -$19,789,667 | +$10,074,402 | EFA, VOT, VOE, IWN, MSFT | 13F-HR | 06 Feb 2025, 14:05 |
| Q3 2024 | 185 | $703,448,000 | +$39,728,470 | -$20,209,630 | +$19,518,840 | EFA, VOE, BRKB, VOT, MSFT | 13F-HR | 31 Oct 2024, 17:26 |
| Q2 2024 | 165 | $643,196,000 | +$221,466,880 | -$209,115,551 | +$12,351,329 | EFA, MSFT, VOE, VOT, IWN | 13F-HR | 13 Aug 2024, 14:55 |
| Q1 2024 | 168 | $631,312,000 | +$223,498,606 | -$207,892,949 | +$15,605,657 | ISHARES TR MSCI EAFE ETF, MSFT, VANGUARD INDEX FDS MCAP VL IDXVIP, BRKB, VANGUARD INDEX FDS MCAP GR IDXVIP | 13F-HR | 17 Apr 2024, 15:46 |
| Q4 2023 | 165 | $585,624,000 | +$27,718,912 | -$20,386,158 | +$7,332,754 | EFA, MSFT, IWN, VOE, VOT | 13F-HR | 23 Jan 2024, 12:47 |
| Q3 2023 | 151 | $522,896,000 | +$18,036,084 | -$12,587,906 | +$5,448,178 | EFA, BRKB, MSFT, IWN, VOT | 13F-HR | 16 Oct 2023, 10:54 |
| Q2 2023 | 149 | $539,783,000 | +$29,056,659 | -$34,096,175 | -$5,039,516 | EFA, MSFT, VOE, AAPL, VOT | 13F-HR | 28 Jul 2023, 10:55 |
| Q1 2023 | 145 | $515,186,880 | +$26,788,473 | -$14,946,461 | +$11,842,012 | EFA, VOE, BRKB, MSFT, AAPL | 13F-HR | 14 Apr 2023, 16:44 |
| Q4 2022 | 146 | $483,759,000 | +$33,589,261 | -$27,604,154 | +$5,985,107 | EFA, VTI, VOE, BRKB, IWN | 13F-HR | 23 Jan 2023, 10:39 |
| Q3 2022 | 138 | $444,659,000 | +$46,860,130 | -$17,711,077 | +$29,149,053 | EFA, VOE, IWN, AAPL, BRKB | 13F-HR | 28 Oct 2022, 16:23 |
| Q2 2022 | 144 | $445,318,000 | +$53,567,256 | -$14,264,800 | +$39,302,456 | EFA, VOE, IWN, AAPL, MSFT | 13F-HR | 22 Jul 2022, 15:48 |
| Q1 2022 | 143 | $492,466,000 | +$40,666,065 | -$5,348,296 | +$35,317,769 | EFA, VOE, IWN, AAPL, BRKB | 13F-HR | 25 Apr 2022, 12:40 |
| Q4 2021 | 141 | $482,885,000 | +$44,452,616 | -$20,296,976 | +$24,155,640 | EFA, IWN, VOT, AAPL, VOE | 13F-HR | 14 Feb 2022, 15:08 |
| Q3 2021 | 127 | $425,556,000 | +$51,194,760 | -$4,365,600 | +$46,829,160 | EFA, IWN, VOT, VOE, IWO | 13F-HR | 08 Nov 2021, 09:32 |
| Q2 2021 | 126 | $378,890,000 | +$24,177,331 | -$7,374,447 | +$16,802,884 | EFA, IWN, VOT, IWO, VOE | 13F-HR | 02 Aug 2021, 18:31 |
| Q1 2021 | 105 | $339,692,000 | +$14,151,172 | -$14,371,182 | -$220,010 | EFA, IWN, IWO, VOE, VOT | 13F-HR | 22 Apr 2021, 11:33 |
| Q4 2020 | 105 | $320,210,000 | +$18,774,427 | -$11,100,187 | +$7,674,240 | EFA, IWO, VOT, IWN, AAPL | 13F-HR | 21 Jan 2021, 12:08 |
| Q3 2020 | 105 | $276,453,000 | +$20,858,018 | -$5,256,064 | +$15,601,954 | EFA, VOT, IWO, AAPL, VOE | 13F-HR | 13 Oct 2020, 10:42 |
| Q2 2020 | 87 | $250,147,000 | +$39,770,034 | -$38,079,237 | +$1,690,797 | EFA, VOT, IWO, MSFT, VOE | 13F-HR | 28 Jul 2020, 18:02 |
| Q1 2020 | 69 | $212,998,000 | +$32,800,694 | -$21,199,334 | +$11,601,360 | VTI, EFA, VT, MSFT, BRKB | 13F-HR | 07 Apr 2020, 15:01 |
| Q4 2019 | 75 | $251,326,000 | +$6,819,825 | -$5,511,518 | +$1,308,307 | EFA, VOT, VOE, IWO, BRKB | 13F-HR | 21 Jan 2020, 15:14 |
| Q3 2019 | 71 | $232,042,000 | +$12,749,149 | -$5,998,963 | +$6,750,186 | EFA, VOT, VOE, BRKB, IWO | 13F-HR | 15 Oct 2019, 12:28 |
| Q2 2019 | 74 | $222,212,000 | +$10,231,576 | -$5,505,109 | +$4,726,467 | EFA, VOT, BRKB, VOE, IWO | 13F-HR | 15 Jul 2019, 14:57 |
| Q1 2019 | 72 | $209,196,000 | +$23,749,860 | -$11,270,215 | +$12,479,645 | EFA, VOT, IWO, VOE, IWN | 13F-HR | 12 Apr 2019, 09:56 |
| Q4 2018 | 71 | $177,072,000 | +$20,395,409 | -$26,421,184 | -$6,025,775 | EFA, BRKB, VOT, FIS, IWO | 13F-HR | 04 Feb 2019, 12:58 |
| Q3 2018 | 77 | $206,807,000 | +$7,977,050 | -$3,107,764 | +$4,869,286 | EFA, VOT, IWO, VOE, IWN | 13F-HR | 16 Oct 2018, 14:10 |
| Q2 2018 | 78 | $190,612,000 | +$11,146,775 | -$10,621,987 | +$524,788 | EFA, IWO, VOT, IWN, VOE | 13F-HR | 24 Jul 2018, 12:03 |
| Q1 2018 | 77 | $186,521,000 | +$9,467,696 | -$7,823,351 | +$1,644,345 | EFA, IWO, VOT, VOE, BRKB | 13F-HR | 18 Apr 2018, 11:09 |
| Q4 2017 | 76 | $188,098,000 | $0 | $0 | $0 | EFA, IWO, BRKB, VOE, VOT | 13F-HR | 23 Jan 2018, 13:46 |