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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 226 | $399,976,290 | +$44,383,304 | -$52,226,699 | -$7,843,395 | MSFT, ITOT, AAPL, IWF, EME | 13F-HR | 14 Oct 2025, 17:01 |
| Q2 2025 | 219 | $383,890,210 | +$83,690,917 | -$50,509,847 | +$33,181,070 | MSFT, ITOT, IWF, IWP, IWB | 13F-HR | 24 Jul 2025, 14:30 |
| Q1 2025 | 193 | $325,256,292 | +$83,862,949 | -$112,220,318 | -$28,357,369 | MSFT, ITOT, AAPL, IWF, IWB | 13F-HR | 25 Apr 2025, 11:18 |
| Q4 2024 | 198 | $362,645,423 | +$44,131,873 | -$43,887,478 | +$244,395 | ITOT, VEA, QQQ, MSFT, AAPL | 13F-HR | 30 Jan 2025, 17:54 |
| Q3 2024 | 194 | $361,577,504 | +$59,510,576 | -$51,459,130 | +$8,051,446 | ITOT, VEA, QQQ, MSFT, AAPL | 13F-HR | 15 Oct 2024, 14:42 |
| Q2 2024 | 178 | $339,925,918 | +$47,744,478 | -$51,541,437 | -$3,796,959 | ITOT, VEA, QQQ, MSFT, RSPT | 13F-HR | 19 Jul 2024, 18:16 |
| Q1 2024 | 187 | $346,991,442 | +$68,815,243 | -$70,661,839 | -$1,846,596 | ITOT, VEA, MSFT, QQQ, USHY | 13F-HR | 18 Apr 2024, 17:42 |
| Q4 2023 | 177 | $310,728,348 | +$52,988,450 | -$67,062,240 | -$14,073,790 | SPY, IUSG, MSFT, IEFA, IUSV | 13F-HR | 01 Feb 2024, 15:37 |
| Q3 2023 | 164 | $297,964,731 | +$73,468,029 | -$78,572,469 | -$5,104,440 | SPY, IUSG, IUSV, VGSH, USHY | 13F-HR | 25 Oct 2023, 16:40 |
| Q2 2023 | 160 | $313,663,290 | +$93,422,723 | -$91,776,745 | +$1,645,978 | BIL, SPY, IUSG, IEFA, MSFT | 13F-HR | 18 Jul 2023, 17:30 |
| Q1 2023 | 146 | $298,784,587 | +$67,038,841 | -$70,277,211 | -$3,238,370 | FTSM, IEFA, IJR, SPY, VIG | 13F-HR | 21 Apr 2023, 17:14 |
| Q4 2022 | 155 | $292,455,351 | +$61,945,076 | -$58,917,862 | +$3,027,214 | IEFA, VIG, IJR, EMB, SPY | 13F-HR | 26 Jan 2023, 17:35 |
| Q3 2022 | 142 | $266,663,000 | +$73,800,388 | -$62,480,135 | +$11,320,253 | BIL, VIG, IJR, SPY, QQQ | 13F-HR | 07 Nov 2022, 15:42 |
| Q2 2022 | 145 | $265,121,000 | +$60,457,176 | -$62,039,100 | -$1,581,924 | BIL, ITOT, QQQ, VIG, MSFT | 13F-HR | 20 Jul 2022, 17:07 |
| Q1 2022 | 133 | $308,355,000 | +$55,253,332 | -$52,776,211 | +$2,477,121 | SPY, VIG, QQQ, BIL, IJR | 13F-HR | 13 Apr 2022, 18:45 |
| Q4 2021 | 142 | $322,261,000 | +$44,010,742 | -$42,389,464 | +$1,621,278 | SPY, QQQ, VIG, ITOT, BIL | 13F-HR | 14 Jan 2022, 18:41 |
| Q3 2021 | 144 | $294,132,000 | +$31,917,778 | -$23,563,068 | +$8,354,710 | QQQ, SPY, VEA, ITOT, VIG | 13F-HR | 22 Oct 2021, 16:37 |
| Q2 2021 | 140 | $288,865,000 | +$63,298,732 | -$39,248,599 | +$24,050,133 | QQQ, SPY, ITOT, VEA, IJR | 13F-HR | 27 Jul 2021, 13:43 |
| Q1 2021 | 107 | $249,415,000 | +$64,014,793 | -$42,579,002 | +$21,435,791 | VEA, IJR, ITOT, VIG, SPY | 13F-HR | 09 Apr 2021, 20:19 |
| Q4 2020 | 92 | $216,395,000 | +$27,843,288 | -$17,379,162 | +$10,464,126 | ITOT, VEA, QQQ, MSFT, XSOE | 13F-HR | 14 Jan 2021, 21:34 |
| Q3 2020 | 91 | $189,637,000 | +$45,311,741 | -$35,370,118 | +$9,941,623 | ITOT, QQQ, VEA, SPY, MSFT | 13F-HR | 23 Oct 2020, 11:50 |
| Q2 2020 | 79 | $170,003,000 | +$44,288,610 | -$31,362,624 | +$12,925,986 | ITOT, VEA, QQQ, MSFT, SNPS | 13F-HR | 16 Jul 2020, 17:06 |
| Q1 2020 | 67 | $139,095,000 | +$2,957,866 | -$30,750,287 | -$27,792,421 | ITOT, IEFA, QQQ, RSP, MSFT | 13F-HR | 14 Apr 2020, 16:07 |
| Q4 2019 | 86 | $196,031,000 | +$4,268,480 | -$2,819,102 | +$1,449,378 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 14 Jan 2020, 16:24 |
| Q3 2019 | 84 | $184,316,000 | +$9,385,789 | -$13,921,500 | -$4,535,711 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 21 Oct 2019, 13:14 |
| Q2 2019 | 85 | $185,518,000 | +$18,112,467 | -$14,861,182 | +$3,251,285 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 23 Jul 2019, 14:51 |
| Q1 2019 | 84 | $175,748,000 | +$4,831,801 | -$7,039,444 | -$2,207,643 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 10 Apr 2019, 11:42 |
| Q4 2018 | 87 | $160,131,000 | +$31,750,667 | -$35,006,118 | -$3,255,451 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 15 Jan 2019, 11:45 |
| Q3 2018 | 319 | $176,828,000 | $0 | $0 | $0 | ITOT, IEFA, QQQ, RSP, IJK | New Holdings | 13 Nov 2018, 12:23 |
| Q3 2018 | 351 | $179,303,000 | +$27,888,748 | -$2,000,694 | +$25,888,054 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 11 Oct 2018, 13:55 |
| Q2 2018 | 145 | $144,147,000 | +$47,904,193 | -$49,304,394 | -$1,400,201 | ITOT, IEFA, QQQ, RSP, IJK | 13F-HR | 17 Jul 2018, 13:40 |
| Q1 2018 | 135 | $146,186,000 | +$15,924,686 | -$7,203,409 | +$8,721,277 | IJK, RSP, ITA, RYT, XLF | 13F-HR | 17 Apr 2018, 14:16 |
| Q4 2017 | 119 | $141,739,000 | $0 | $0 | $0 | RSP, IJK, ITA, RYT, XLF | 13F-HR | 05 Feb 2018, 12:53 |