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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 252 | $95.1M | +$565K | -$99.3M | -$98.8M | SCHX, AAPL, MSFT, PG, EFV | 13F-HR | 10/20/2025, 04:42 PM |
| Q2 2025 | 349 | $185M | +$10.7M | -$86.3M | -$75.5M | MSFT, SCHF, SCHX, AAPL, SCHD | 13F-HR | 7/25/2025, 03:50 PM |
| Q1 2025 | 441 | $243M | +$41.9M | -$27.9M | +$14M | SCHR, SCHF, SCHX, MSFT, AAPL | 13F-HR | 5/1/2025, 11:31 AM |
| Q4 2024 | 434 | $233M | +$29.9M | -$16.7M | +$13.2M | SCHR, SCHX, MSFT, EFV, AAPL | 13F-HR | 2/4/2025, 11:47 AM |
| Q3 2024 | 456 | $278M | +$34.2M | -$41.8M | -$7.61M | SCHR, SCHX, MSFT, EFV, AAPL | Restatement | 10/15/2024, 04:53 PM |
| Q2 2024 | 460 | $274M | +$22.6M | -$65.3M | -$42.6M | AMZN, SCHR, SCHX, MSFT, SCHQ | 13F-HR | 7/9/2024, 05:07 PM |
| Q1 2024 | 553 | $312M | +$5.45M | -$5.51M | -$68.1K | SCHR, AMZN, SCHX, MSFT, SCHQ | 13F-HR | 4/9/2024, 01:54 PM |
| Q4 2023 | 551 | $298M | +$30M | -$14.8M | +$15.2M | SCHR, AMZN, SCHX, SCHQ, MSFT | 13F-HR | 2/1/2024, 12:28 PM |
| Q3 2023 | 556 | $259M | +$38.5M | -$8.79M | +$29.7M | SCHR, AMZN, MSFT, ESGU, SCHX | 13F-HR | 10/10/2023, 03:43 PM |
| Q2 2023 | 560 | $239M | +$23M | -$3.04M | +$19.9M | AMZN, MSFT, ESGU, SCHX, AAPL | 13F-HR | 8/3/2023, 12:39 PM |
| Q1 2023 | 99 | $206M | +$23.3M | -$16.5M | +$6.81M | AMZN, ESGU, SCHX, EFV, MSFT | 13F-HR | 5/3/2023, 10:29 AM |
| Q4 2022 | 96 | $188M | +$22.4M | -$13.7M | +$8.64M | ESGU, SCHX, EFV, MSFT, AGG | 13F-HR | 2/2/2023, 01:21 PM |
| Q3 2022 | 88 | $173M | +$21.3M | -$26.2M | -$4.93M | ESGU, VUSB, SCHX, EFV, MSFT | 13F-HR | 11/7/2022, 10:48 AM |
| Q2 2022 | 92 | $191M | +$14.9M | -$8.4M | +$6.48M | COMT, EFV, ESGU, VUSB, MSFT | 13F-HR | 8/2/2022, 04:48 PM |
| Q1 2022 | 96 | $213M | +$14.2M | -$7.16M | +$7.04M | EFV, ESGU, COMT, MSFT, VUSB | 13F-HR | 5/10/2022, 12:36 PM |
| Q4 2021 | 93 | $203M | +$65.2M | -$46.7M | +$18.5M | EFV, ESGU, COMT, VUSB, MSFT | 13F-HR | 2/7/2022, 05:15 PM |
| Q3 2021 | 96 | $192M | +$13.9M | -$2.54M | +$11.3M | VUSB, SCHF, MBB, SCHM, MSFT | 13F-HR | 10/25/2021, 03:36 PM |
| Q2 2021 | 87 | $177M | +$38.9M | -$6.76M | +$32.1M | VUSB, MBB, SCHF, SCHM, MSFT | 13F-HR | 8/2/2021, 12:10 PM |
| Q1 2021 | 68 | $138M | +$2.45M | -$2.76M | -$312K | MBB, SCHF, SCHM, UCON, JPST | 13F-HR | 5/10/2021, 04:51 PM |
| Q4 2020 | 64 | $134M | +$5.91M | -$2.53M | +$3.38M | MBB, SCHF, SCHM, UCON, JPST | 13F-HR | 2/8/2021, 06:01 PM |
| Q3 2020 | 58 | $121M | +$6.18M | -$1.33M | +$4.85M | MBB, SCHF, UCON, SCHM, JPST | 13F-HR | 11/9/2020, 05:58 PM |
| Q2 2020 | 55 | $114M | +$9.41M | -$8.42M | +$992K | MBB, SCHF, UCON, SCHM, JPST | 13F-HR | 7/23/2020, 07:18 PM |
| Q1 2020 | 51 | $100M | +$25.4M | -$20.5M | +$4.96M | MBB, SCHF, UCON, JPST, SCHM | 13F-HR | 5/11/2020, 11:46 AM |
| Q4 2019 | 60 | $109M | +$16.2M | -$6.61M | +$9.56M | SCHR, SCHF, SCHM, SCHE, JPST | 13F-HR | 1/27/2020, 03:43 PM |
| Q3 2019 | 58 | $94.7M | +$4.19M | -$1.71M | +$2.48M | SCHR, SCHF, JPST, SCHM, SCHE | 13F-HR | 10/23/2019, 04:36 PM |
| Q2 2019 | 59 | $91.5M | +$10.2M | -$3.86M | +$6.37M | SCHR, SCHF, SCHM, SCHE, JPST | 13F-HR | 8/1/2019, 01:15 PM |
| Q1 2019 | 61 | $82.9M | +$20.9M | -$16.5M | +$4.39M | SCHF, SCHM, SCHE, SCHR, JPST | 13F-HR | 5/7/2019, 04:22 PM |
| Q4 2018 | 69 | $71.2M | +$8.23M | -$21M | -$12.8M | SCHM, SCHF, SCHC, MSFT, EZU | 13F-HR | 1/30/2019, 01:15 PM |
| Q3 2018 | 74 | $94.1M | +$12.9M | -$1.57M | +$11.3M | SCHM, SCHF, SCHC, EZU, BSCJ | 13F-HR | 10/26/2018, 04:55 PM |
| Q2 2018 | 55 | $80.4M | +$18.8M | -$32.3M | -$13.6M | SCHM, SCHC, SCHF, EZU, BSCJ | 13F-HR | 8/1/2018, 02:50 PM |
| Q1 2018 | 55 | $93.4M | +$6.47M | -$4.12M | +$2.35M | SCHM, BSCI, VTIP, EZU, SCHC | 13F-HR | 5/2/2018, 11:48 AM |
| Q4 2017 | 61 | $91.2M | $0 | $0 | SCHM, BSCI, VTIP, EZU, BSCJ | 13F-HR | 2/6/2018, 05:22 PM |