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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 157 | $439M | +$26.4M | -$93M | -$66.6M | ITOT, SPLG, IVV, DYNF, JHMM | 13F-HR | 11/13/2025, 12:51 PM |
| Q2 2025 | 153 | $478M | +$43.4M | -$26.7M | +$16.6M | ITOT, IVV, SPLG, QQQ, JEPQ | 13F-HR | 8/12/2025, 10:01 AM |
| Q1 2025 | 156 | $435M | +$57.6M | -$42.8M | +$14.7M | ITOT, IVV, SPLG, QQQ, JEPQ | 13F-HR | 5/13/2025, 09:37 AM |
| Q4 2024 | 149 | $430M | +$44.4M | -$34.6M | +$9.88M | ITOT, IVV, SPLG, QQQ, JEPQ | 13F-HR | 2/10/2025, 02:59 PM |
| Q3 2024 | 146 | $426M | +$29.3M | -$19.4M | +$9.9M | ITOT, IVV, SPLG, JEPQ, QQQ | 13F-HR | 11/8/2024, 10:42 AM |
| Q2 2024 | 140 | $397M | +$27.7M | -$23.7M | +$3.99M | IVV, ITOT, SPLG, JEPQ, QQQ | 13F-HR | 8/1/2024, 10:32 AM |
| Q1 2024 | 144 | $390M | +$42.7M | -$50.2M | -$7.49M | IVV, ITOT, SPLG, JEPQ, QQQ | 13F-HR | 5/10/2024, 01:38 PM |
| Q4 2023 | 141 | $382M | +$98.8M | -$42.9M | +$56M | IVV, ITOT, JEPQ, SPLG, QQQ | 13F-HR | 2/6/2024, 12:08 PM |
| Q3 2023 | 142 | $301M | +$38.3M | -$33.7M | +$4.62M | IVV, ITOT, GBIL, SPLG, RDVY | 13F-HR | 11/6/2023, 04:09 PM |
| Q2 2023 | 141 | $306M | +$43.5M | -$37.1M | +$6.43M | IVV, ITOT, GBIL, FIXD, QQQM | 13F-HR | 8/3/2023, 09:05 AM |
| Q1 2023 | 134 | $289M | +$22M | -$28.6M | -$6.6M | IVV, ITOT, GBIL, RDVY, FIXD | 13F-HR | 5/12/2023, 01:35 PM |
| Q4 2022 | 133 | $286M | +$35.4M | -$24.1M | +$11.3M | IVV, ITOT, RDVY, FIXD, GBIL | 13F-HR | 2/3/2023, 03:49 PM |
| Q3 2022 | 129 | $258M | +$26.7M | -$20.4M | +$6.27M | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 11/10/2022, 02:05 PM |
| Q2 2022 | 127 | $266M | +$22.8M | -$14.5M | +$8.23M | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 8/11/2022, 08:30 AM |
| Q1 2022 | 124 | $296M | +$31.1M | -$24.1M | +$7.04M | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 5/10/2022, 03:07 PM |
| Q4 2021 | 126 | $303M | +$22.7M | -$18.6M | +$4.09M | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 2/14/2022, 03:35 PM |
| Q3 2021 | 120 | $281M | +$18.9M | -$11.5M | +$7.4M | IVV, ITOT, FIXD, RDVY, FCTR | 13F-HR | 11/15/2021, 08:26 AM |
| Q2 2021 | 114 | $276M | +$16.7M | -$13.2M | +$3.51M | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 8/5/2021, 04:18 PM |
| Q1 2021 | 112 | $259M | +$17.4M | -$8.2M | +$9.18M | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 5/14/2021, 10:32 AM |
| Q4 2020 | 107 | $239M | +$12.9M | -$5.68M | +$7.21M | IVV, ITOT, FIXD, RDVY, QQQ | 13F-HR | 2/11/2021, 10:04 AM |
| Q3 2020 | 104 | $212M | +$12.4M | -$10.3M | +$2.1M | IVV, ITOT, FIXD, RDVY, AGG | 13F-HR | 11/13/2020, 12:58 PM |
| Q2 2020 | 103 | $201M | +$12.8M | -$12.3M | +$460K | IVV, ITOT, FIXD, RDVY, AGG | 13F-HR | 8/7/2020, 03:05 PM |
| Q1 2020 | 88 | $176M | +$16.7M | -$14.4M | +$2.3M | IVV, ITOT, FIXD, RDVY, FMB | 13F-HR | 5/8/2020, 04:20 PM |
| Q4 2019 | 94 | $204M | +$15M | -$15M | +$13.9K | IVV, ITOT, FIXD, RDVY, AGG | 13F-HR | 2/3/2020, 04:22 PM |
| Q3 2019 | 95 | $194M | +$25.2M | -$21M | +$4.2M | IVV, FIXD, ITOT, RDVY, AGG | 13F-HR | 11/1/2019, 03:41 PM |
| Q2 2019 | 85 | $188M | +$6.44M | -$9.98M | -$3.54M | IVV, ITOT, RDVY, FIXD, MTUM | 13F-HR | 7/29/2019, 03:28 PM |
| Q1 2019 | 86 | $186M | +$18.4M | -$9.57M | +$8.88M | IVV, ITOT, RDVY, FIXD, MTUM | 13F-HR | 4/24/2019, 03:23 PM |
| Q4 2018 | 79 | $162M | +$32.5M | -$7.96M | +$24.5M | IVV, RDVY, ITOT, MTUM, LMBS | 13F-HR | 1/24/2019, 04:38 PM |
| Q3 2018 | 68 | $156M | +$13.9M | -$6.04M | +$7.9M | IVV, RDVY, MTUM, ITOT, VLUE | 13F-HR | 10/11/2018, 04:04 PM |
| Q2 2018 | 64 | $141M | +$23.8M | -$18.5M | +$5.28M | IVV, RDVY, MTUM, VLUE, ITOT | 13F-HR | 7/31/2018, 03:32 PM |
| Q1 2018 | 60 | $134M | +$11.3M | -$5.56M | +$5.76M | IVV, RDVY, MTUM, VLUE, ITOT | 13F-HR | 5/11/2018, 09:56 AM |
| Q4 2017 | 54 | $130M | $0 | $0 | IVV, RDVY, MTUM, VLUE, ITOT | 13F-HR | 2/9/2018, 01:49 PM |