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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 142 | $422,151,490 | +$39,784,976 | -$33,242,810 | +$6,542,166 | SPY, SHV, NVDA, AVGO, LRCX | 13F-HR | 06 Feb 2026, 11:30 |
| Q3 2025 | 148 | $409,891,182 | +$17,431,748 | -$12,227,742 | +$5,204,006 | SPY, SHV, NVDA, AVGO, JPM | 13F-HR | 04 Nov 2025, 11:56 |
| Q2 2025 | 149 | $379,777,778 | +$39,643,253 | -$17,262,449 | +$22,380,804 | SPY, SHV, NVDA, AVGO, EFA | 13F-HR | 11 Aug 2025, 09:37 |
| Q1 2025 | 155 | $321,346,310 | +$26,708,558 | -$25,161,545 | +$1,547,013 | SPY, NVDA, EFA, AVGO, IEI | 13F-HR | 02 May 2025, 11:39 |
| Q4 2024 | 152 | $334,882,141 | +$37,614,218 | -$33,944,331 | +$3,669,887 | SPY, NVDA, AVGO, COST, JPM | 13F-HR | 10 Feb 2025, 10:44 |
| Q3 2024 | 154 | $327,100,610 | +$39,917,745 | -$17,476,334 | +$22,441,411 | SPY, NVDA, AVGO, IEI, COST | 13F-HR | 14 Nov 2024, 12:01 |
| Q2 2024 | 147 | $299,233,270 | +$40,786,549 | -$22,646,174 | +$18,140,375 | SPY, NVDA, AVGO, IWV, IEI | 13F-HR | 06 Aug 2024, 11:13 |
| Q1 2024 | 147 | $285,056,323 | +$48,541,637 | -$35,854,879 | +$12,686,758 | SPY, NVDA, AGG, EFA, AVGO | 13F-HR | 09 May 2024, 10:24 |
| Q4 2023 | 129 | $250,858,804 | +$31,192,154 | -$27,423,426 | +$3,768,728 | SPY, NVDA, AGG, EFA, MCO | 13F-HR | 15 Feb 2024, 12:49 |
| Q3 2023 | 125 | $222,363,285 | +$20,348,171 | -$17,397,947 | +$2,950,224 | SPY, AGG, NVDA, IJH, MCO | 13F-HR | 13 Nov 2023, 07:40 |
| Q2 2023 | 124 | $228,301,505 | +$47,049,447 | -$36,936,510 | +$10,112,937 | SPY, AGG, NVDA, IJH, AAPL | 13F-HR | 07 Aug 2023, 16:12 |
| Q1 2023 | 121 | $204,425,670 | +$57,938,661 | -$44,446,156 | +$13,492,505 | SPY, IWV, AGG, NVDA, EFA | 13F-HR | 15 May 2023, 14:04 |
| Q4 2022 | 123 | $180,676,042 | +$17,565,096 | -$18,147,344 | -$582,248 | SPY, AGG, IWB, MDY, IWV | 13F-HR | 10 Feb 2023, 14:22 |
| Q3 2022 | 117 | $167,593,000 | +$25,856,445 | -$24,392,349 | +$1,464,096 | SPY, AGG, IWV, IWB, MDY | 13F-HR | 10 Nov 2022, 16:42 |
| Q2 2022 | 115 | $177,298,000 | +$25,523,795 | -$23,943,459 | +$1,580,336 | SPY, IWV, AGG, SHY, IWB | 13F-HR | 09 Aug 2022, 12:08 |
| Q1 2022 | 120 | $203,288,000 | +$37,864,754 | -$30,369,053 | +$7,495,701 | SPY, AGG, IWV, IWB, MDY | 13F-HR | 11 May 2022, 12:15 |
| Q4 2021 | 116 | $205,852,000 | +$13,090,252 | -$11,363,845 | +$1,726,407 | SPY, AGG, IWV, IWB, MDY | 13F-HR | 10 Feb 2022, 16:51 |
| Q3 2021 | 114 | $188,539,000 | +$31,075,859 | -$28,113,886 | +$2,961,973 | SPY, AGG, IWB, IWV, MDY | 13F-HR | 08 Nov 2021, 12:29 |
| Q2 2021 | 116 | $191,938,000 | +$56,263,863 | -$4,245,977 | +$52,017,886 | AGG, SPY, IWV, IWB, MDY | 13F-HR | 10 Aug 2021, 14:25 |
| Q1 2021 | 81 | $22,453,000 | $0 | $0 | $0 | AGG, EMB, HYG, LPT, NKE | 13F-HR | 17 May 2021, 09:51 |
| Q4 2020 | 112 | $162,297,000 | +$27,763,565 | -$14,795,238 | +$12,968,327 | AGG, IWV, SPY, EEM, IWB | 13F-HR | 10 Mar 2021, 18:33 |
| Q3 2020 | 106 | $96,072,000 | +$14,896,863 | -$12,703,492 | +$2,193,371 | AGG, IWB, IWV, IEF, IEI | 13F-HR | 06 Nov 2020, 15:05 |
| Q2 2020 | 107 | $90,242,000 | +$30,585,980 | -$8,328,462 | +$22,257,518 | AGG, IWB, IWV, IWF, XLV | 13F-HR | 14 Aug 2020, 10:27 |
| Q1 2020 | 81 | $65,865,000 | +$6,839,727 | -$8,970,161 | -$2,130,434 | AGG, IWB, IWV, CWB, EEM | 13F-HR | 05 May 2020, 15:33 |
| Q4 2019 | 92 | $80,514,000 | +$17,949,134 | -$10,059,248 | +$7,889,886 | IWB, AGG, EFA, IWV, EEM | 13F-HR | 11 Feb 2020, 15:52 |
| Q3 2019 | 91 | $111,792,000 | +$16,848,772 | -$14,728,941 | +$2,119,831 | SPY, IWB, IWV, SHY, MDY | 13F-HR | 14 Nov 2019, 16:16 |
| Q2 2019 | 91 | $107,796,000 | +$10,982,950 | -$9,578,578 | +$1,404,372 | AGG, IWB, SHY, IWV, MDY | 13F-HR | 09 Aug 2019, 19:58 |
| Q1 2019 | 89 | $103,578,000 | +$25,847,788 | -$23,454,321 | +$2,393,467 | CWB, AGG, IWB, SHY, EEM | 13F-HR | 07 May 2019, 17:59 |
| Q4 2018 | 80 | $92,899,000 | +$14,093,715 | -$19,092,543 | -$4,998,828 | SHY, AGG, IWB, CWB, SPY | 13F-HR | 13 Feb 2019, 18:58 |
| Q3 2018 | 85 | $108,911,000 | +$21,247,061 | -$28,824,523 | -$7,577,462 | IWB, AGG, SHY, CWB, SPY | 13F-HR | 13 Nov 2018, 11:05 |
| Q2 2018 | 330 | $111,824,000 | +$20,270,197 | -$22,065,125 | -$1,794,928 | MDY, IWB, AGG, SHY, EFA | 13F-HR | 10 Aug 2018, 15:18 |
| Q1 2018 | 330 | $110,958,000 | +$18,380,023 | -$16,279,047 | +$2,100,976 | SHY, IWB, AGG, MDY, EEM | 13F-HR | 14 May 2018, 21:55 |
| Q4 2017 | 342 | $109,498,000 | $0 | $0 | $0 | IWB, AGG, CWB, MDY, SHY | 13F-HR | 12 Feb 2018, 17:44 |