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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 484 | $853M | +$68.4M | -$13.6M | +$54.9M | FLTR, SPSM, ET, SPYV, AAPL | 13F-HR | 11/12/2025, 07:45 PM |
| Q2 2025 | 453 | $760M | +$73M | -$13.8M | +$59.1M | FLTR, SPSM, ET, SPYV, SPAB | 13F-HR | 8/11/2025, 01:07 PM |
| Q1 2025 | 399 | $665M | +$37.7M | -$19.1M | +$18.7M | FLTR, ET, SPSM, SPYV, SPAB | 13F-HR | 5/15/2025, 12:01 PM |
| Q4 2024 | 390 | $665M | +$34.9M | -$130M | -$95.5M | FLTR, ET, SPSM, SPYV, AAPL | Restatement | 2/26/2025, 06:02 PM |
| Q3 2024 | 532 | $736M | +$39.1M | -$25M | +$14.1M | FLTR, ET, SPSM, SPYV, AAPL | 13F-HR | 11/13/2024, 03:54 PM |
| Q2 2024 | 508 | $700M | +$46.6M | -$23.5M | +$23.1M | FLTR, ET, SPSM, SPYV, MSFT | 13F-HR | 8/9/2024, 01:08 PM |
| Q1 2024 | 507 | $682M | +$24.6M | -$33.9M | -$9.25M | FLTR, ET, SPSM, SPYV, MSFT | 13F-HR | 5/9/2024, 09:34 PM |
| Q4 2023 | 481 | $636M | +$25M | -$42.5M | -$17.5M | FLTR, ET, SPSM, SPYV, AAPL | 13F-HR | 2/7/2024, 07:28 PM |
| Q3 2023 | 448 | $606M | +$55.7M | -$21.6M | +$34.1M | FLTR, ET, SPSM, SPY, SPYV | 13F-HR | 11/7/2023, 08:14 PM |
| Q2 2023 | 458 | $590M | +$30.1M | -$40.2M | -$10.2M | ET, SPSM, FLTR, SPY, SPYV | 13F-HR | 8/7/2023, 02:23 PM |
| Q1 2023 | 472 | $570M | +$42.1M | -$41.1M | +$999K | ET, SPSM, FLTR, SPY, SPYV | 13F-HR | 5/3/2023, 05:30 PM |
| Q4 2022 | 445 | $542M | +$103M | -$119M | -$15.9M | ET, SPSM, FLTR, SPYV, SPY | 13F-HR | 2/13/2023, 02:23 PM |
| Q3 2022 | 420 | $520M | +$39.3M | -$56.4M | -$17.1M | ET, FLTR, HYMB, SPSM, SHYD | 13F-HR | 11/9/2022, 04:41 PM |
| Q2 2022 | 418 | $556M | +$132M | -$48.1M | +$83.8M | FLTR, ET, HYMB, SPSM, SHYD | 13F-HR | 8/3/2022, 04:14 PM |
| Q1 2022 | 426 | $545M | +$115M | -$36.7M | +$77.8M | FLTR, ET, SPSM, AAPL, F | 13F-HR | 4/20/2022, 05:28 PM |
| Q4 2021 | 443 | $486M | +$45.1M | -$48.8M | -$3.74M | ET, FLTR, F, AAPL, SPSM | 13F-HR | 1/20/2022, 05:33 PM |
| Q3 2021 | 375 | $451M | +$64.5M | -$19.5M | +$45M | FLTR, ET, AAPL, DWM, SPAB | 13F-HR | 10/28/2021, 06:24 PM |
| Q2 2021 | 352 | $365M | +$29.9M | -$25.7M | +$4.28M | ET, AGG, DWM, SPAB, MSFT | 13F-HR | 8/2/2021, 02:02 PM |
| Q1 2021 | 345 | $373M | +$36.6M | -$85.6M | -$49M | FLTR, ET, CLW, AGG, SPAB | 13F-HR | 4/29/2021, 04:12 PM |
| Q4 2020 | 2,488 | $401M | +$93.4M | -$10.1M | +$83.3M | FLTR, ET, CLW, SPAB, AAPL | 13F-HR | 2/11/2021, 08:46 PM |
| Q3 2020 | 286 | $290M | +$37.9M | -$46.3M | -$8.38M | FLTR, CLW, ET, SPAB, AAPL | 13F-HR | 11/2/2020, 09:53 PM |
| Q2 2020 | 281 | $297M | +$90.8M | -$27.2M | +$63.7M | FLTR, ET, CLW, OKE, PPC | 13F-HR | 7/27/2020, 04:31 PM |
| Q1 2020 | 239 | $200M | +$43.6M | -$22.3M | +$21.3M | FLTR, SPYG, SPAB, SPYV, MSFT | 13F-HR | 5/11/2020, 03:02 PM |
| Q4 2019 | 244 | $212M | +$24M | -$18.5M | +$5.45M | FLTR, SPYV, SPAB, SPYG, SPSM | 13F-HR | 2/6/2020, 06:14 PM |
| Q3 2019 | 206 | $184M | +$32.3M | -$8.62M | +$23.6M | FLTR, SPYV, SPAB, SPYG, EFA | 13F-HR | 10/31/2019, 04:30 PM |
| Q2 2019 | 177 | $165M | +$16M | -$4.08M | +$11.9M | FLTR, SPYV, SPAB, SPYG, SPLG | 13F-HR | 8/6/2019, 12:59 PM |
| Q1 2019 | 168 | $149M | +$16.6M | -$38.4M | -$21.8M | FLTR, SPYV, SPAB, SPYG, SPLG | 13F-HR | 5/8/2019, 03:26 PM |
| Q4 2018 | 146 | $156M | +$77.9M | -$20.5M | +$57.5M | FLTR, EFA, SPAB, SPYV, SPYG | 13F-HR | 3/1/2019, 03:46 PM |
| Q3 2018 | 178 | $109M | +$7.09M | -$5.76M | +$1.33M | SPAB, DWM, EFA, SPLG, MSFT | 13F-HR | 2/28/2019, 01:44 PM |
| Q2 2018 | 183 | $103M | +$10.1M | -$5.71M | +$4.36M | SPAB, EFA, SPLG, MSFT, DWM | 13F-HR | 2/27/2019, 06:19 PM |
| Q1 2018 | 175 | $97.2M | +$63.8M | -$15M | +$48.8M | SPAB, SPLG, EFA, MSFT, DWM | 13F-HR | 2/27/2019, 06:13 PM |
| Q4 2017 | 151 | $49M | $0 | $0 | AGG, VEU, IWF, IJR, IWD | 13F-HR | 2/12/2018, 05:29 PM |