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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 139 | $656M | +$16.4M | -$14.8M | +$1.65M | VUG, VYM, VXUS, SHV, VCSH | 13F-HR | 11/13/2025, 01:16 PM |
| Q2 2025 | 138 | $615M | +$20.1M | -$7.33M | +$12.7M | VUG, VYM, VXUS, SHV, VCSH | 13F-HR | 7/30/2025, 03:30 PM |
| Q1 2025 | 133 | $560M | +$13.8M | -$13.5M | +$304K | VUG, VYM, VXUS, SHV, VCSH | 13F-HR | 5/12/2025, 04:44 PM |
| Q4 2024 | 133 | $569M | +$23.3M | -$5.61M | +$17.6M | VUG, VYM, VXUS, SHV, VCSH | 13F-HR | 2/4/2025, 11:57 AM |
| Q3 2024 | 131 | $557M | +$17.5M | -$5.81M | +$11.7M | VUG, VYM, VXUS, VCSH, SHV | 13F-HR | 10/30/2024, 02:41 PM |
| Q2 2024 | 121 | $518M | +$21.4M | -$7.33M | +$14M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 7/15/2024, 02:51 PM |
| Q1 2024 | 120 | $492M | +$30.7M | -$14.2M | +$16.5M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 5/7/2024, 03:58 PM |
| Q4 2023 | 121 | $457M | +$16.5M | -$10.6M | +$5.9M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 1/23/2024, 01:30 PM |
| Q3 2023 | 118 | $412M | +$15.1M | -$6.91M | +$8.24M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 10/18/2023, 05:07 PM |
| Q2 2023 | 115 | $419M | +$13.2M | -$9.88M | +$3.34M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 8/7/2023, 03:26 PM |
| Q1 2023 | 113 | $397M | +$12M | -$6.06M | +$5.9M | VUG, VYM, VCSH, VXUS, VGT | 13F-HR | 4/20/2023, 11:35 AM |
| Q4 2022 | 114 | $368M | +$14M | -$9.49M | +$4.54M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 1/24/2023, 03:31 PM |
| Q3 2022 | 105 | $343M | +$20.8M | -$6.71M | +$14.1M | VUG, VYM, VCSH, VXUS, VGT | 13F-HR | 10/18/2022, 04:28 PM |
| Q2 2022 | 108 | $349M | +$22.7M | -$12.6M | +$10.1M | VUG, VYM, VCSH, VXUS, VGT | 13F-HR | 7/20/2022, 03:39 PM |
| Q1 2022 | 115 | $393M | +$26.4M | -$14.7M | +$11.7M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 4/20/2022, 10:52 AM |
| Q4 2021 | 114 | $401M | +$15.7M | -$7.72M | +$8M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 1/12/2022, 04:43 PM |
| Q3 2021 | 115 | $373M | +$16.1M | -$6.29M | +$9.82M | VUG, VYM, VXUS, VCSH, VGT | 13F-HR | 10/20/2021, 02:29 PM |
| Q2 2021 | 120 | $365M | +$21.3M | -$8.51M | +$12.8M | VUG, VYM, VXUS, VGT, VTV | 13F-HR | 7/26/2021, 02:03 PM |
| Q1 2021 | 115 | $327M | +$14.6M | -$9.28M | +$5.34M | VUG, VYM, VXUS, VGT, VTV | 13F-HR | 5/7/2021, 04:26 PM |
| Q4 2020 | 113 | $313M | +$11.3M | -$12.3M | -$1.06M | VUG, VYM, VXUS, VGT, VTV | 13F-HR | 2/3/2021, 05:17 PM |
| Q3 2020 | 112 | $289M | +$16.2M | -$12.4M | +$3.8M | VUG, VYM, VXUS, VGT, VCSH | 13F-HR | 10/15/2020, 12:19 PM |
| Q2 2020 | 110 | $272M | +$18.7M | -$22.5M | -$3.72M | VUG, VYM, VGT, VXUS, VCSH | 13F-HR | 7/23/2020, 12:03 PM |
| Q1 2020 | 108 | $239M | +$22.6M | -$18.9M | +$3.71M | VUG, VYM, VXUS, VCSH, VCIT | 13F-HR | 4/7/2020, 05:26 PM |
| Q4 2019 | 131 | $273M | +$17.1M | -$7.05M | +$10.1M | VUG, VYM, VXUS, VCSH, VCIT | 13F-HR | 1/24/2020, 05:09 PM |
| Q3 2019 | 130 | $248M | +$10.4M | -$3.5M | +$6.94M | VUG, VYM, VXUS, VCSH, DVY | 13F-HR | 11/12/2019, 06:41 PM |
| Q2 2019 | 126 | $240M | +$21.8M | -$6.14M | +$15.6M | VUG, VYM, VXUS, VCSH, DVY | 13F-HR | 7/31/2019, 03:08 PM |
| Q1 2019 | 123 | $218M | +$26.3M | -$8.34M | +$17.9M | VUG, VCSH, VYM, VXUS, DVY | 13F-HR | 5/7/2019, 06:44 PM |
| Q4 2018 | 109 | $182M | +$14.5M | -$9.52M | +$5.02M | VCSH, VYM, VUG, VXUS, DVY | 13F-HR | 1/23/2019, 04:30 PM |
| Q3 2018 | 116 | $196M | +$11.6M | -$4.74M | +$6.89M | VCSH, VUG, VYM, VXUS, DVY | 13F-HR | 10/24/2018, 12:51 PM |
| Q2 2018 | 118 | $182M | +$13.1M | -$5.57M | +$7.5M | VCSH, VXUS, VUG, VYM, DVY | 13F-HR | 8/9/2018, 02:13 PM |
| Q1 2018 | 117 | $174M | +$8.56M | -$6.7M | +$1.86M | VCSH, VXUS, VUG, VYM, DVY | 13F-HR | 4/12/2018, 10:01 AM |
| Q4 2017 | 119 | $174M | $0 | $0 | VCSH, VXUS, VUG, DVY, VYM | 13F-HR | 1/10/2018, 10:23 AM |