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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 66 | $259,513,885 | +$61,336,293 | -$22,606,573 | +$38,729,720 | SPY, IVV, CGDV, MGC, IWF | 13F-HR | 04 Nov 2025, 09:52 |
| Q2 2025 | 48 | $207,116,052 | +$87,879,123 | -$160,372,915 | -$72,493,792 | IVV, CGDV, SPY, MGC, ACWX | 13F-HR | 21 Jul 2025, 08:46 |
| Q1 2025 | 45 | $264,402,404 | +$17,870,150 | -$169,022,119 | -$151,151,969 | OEF, JEPI, SPY, VOO, MGC | 13F-HR | 12 May 2025, 10:07 |
| Q4 2024 | 53 | $426,232,748 | +$78,878,520 | -$49,151,068 | +$29,727,452 | SPY, OEF, VOO, SCHB, JEPI | 13F-HR | 06 Feb 2025, 09:16 |
| Q3 2024 | 55 | $413,579,105 | +$104,723,275 | -$73,887,186 | +$30,836,089 | SPY, CGDV, OEF, JEPI, SCHB | 13F-HR | 31 Oct 2024, 14:12 |
| Q2 2024 | 55 | $365,198,398 | +$88,841,622 | -$134,432,075 | -$45,590,453 | SPY, OEF, SPYG, SCHG, JQUA | 13F-HR | 30 Jul 2024, 09:40 |
| Q1 2024 | 54 | $402,079,852 | +$70,391,720 | -$43,184,179 | +$27,207,541 | SPY, DIA, OEF, SCHB, RSP | 13F-HR | 06 May 2024, 10:37 |
| Q4 2023 | 55 | $349,676,211 | +$210,164,186 | -$78,876,912 | +$131,287,274 | SPY, DIA, SCHB, JEPI, OEF | 13F-HR | 09 Feb 2024, 08:51 |
| Q3 2023 | 46 | $204,650,540 | +$52,346,794 | -$79,738,450 | -$27,391,656 | VOO, JEPI, SPY, OEF, SPHQ | 13F-HR | 16 Oct 2023, 18:58 |
| Q2 2023 | 44 | $241,902,167 | +$85,976,915 | -$6,085,855 | +$79,891,060 | VOO, SPY, JEPI, ACWX, VGT | 13F-HR | 24 Jul 2023, 09:50 |
| Q1 2023 | 33 | $152,598,642 | +$76,768,596 | -$82,143,892 | -$5,375,296 | JEPI, SPY, VOO, SPHQ, ACWX | 13F-HR | 18 Apr 2023, 11:03 |
| Q4 2022 | 31 | $154,927,385 | +$131,442,621 | -$4,718,948 | +$126,723,673 | HYG, JEPI, SPY, COWZ, IWN | Restatement | 14 Feb 2023, 17:49 |
| Q3 2022 | 12 | $27,428,000 | +$6,775,133 | -$3,471,574 | +$3,303,559 | USFR, PTLC, XLV, PTNQ, PRF | 13F-HR | 03 Nov 2022, 14:29 |
| Q2 2022 | 11 | $24,471,000 | +$19,380,880 | -$57,746,254 | -$38,365,374 | USFR, PTLC, XLV, AAL, RSPS | 13F-HR | 08 Aug 2022, 11:12 |
| Q1 2022 | 26 | $64,380,000 | +$8,738,023 | -$231,405,428 | -$222,667,405 | SPLV, MOAT, SPY, XLG, PTLC | 13F-HR | 11 May 2022, 21:40 |
| Q4 2021 | 49 | $282,979,000 | +$49,136,618 | -$66,565,091 | -$17,428,473 | IWV, SPHQ, VUG, SPY, SPLV | 13F-HR | 08 Feb 2022, 11:06 |
| Q3 2021 | 46 | $294,864,000 | +$104,780,962 | -$43,025,640 | +$61,755,322 | IWV, SPHQ, HYG, VUG, ANGL | 13F-HR | 21 Oct 2021, 10:35 |
| Q2 2021 | 44 | $234,142,000 | +$47,884,903 | -$44,388,030 | +$3,496,873 | IWV, HYG, MOAT, SPY, ANGL | 13F-HR | 14 Jul 2021, 16:14 |
| Q1 2021 | 34 | $220,210,000 | +$16,033,696 | -$70,873,861 | -$54,840,165 | IWV, SPY, HYG, ANGL, MOAT | 13F-HR | 08 Apr 2021, 18:00 |
| Q4 2020 | 31 | $259,425,000 | +$110,376,902 | -$4,329,731 | +$106,047,171 | IWV, HYG, SPY, ANGL, IWM | 13F-HR | 20 Jan 2021, 07:51 |
| Q3 2020 | 19 | $138,650,000 | +$19,876,392 | -$87,724,257 | -$67,847,865 | IWV, HYG, SPY, JNK, VUG | 13F-HR | 20 Oct 2020, 16:13 |
| Q2 2020 | 23 | $197,166,000 | +$189,441,952 | -$1,356,320 | +$188,085,632 | IWV, HYG, SPY, JNK, PTLC | 13F-HR | 17 Jul 2020, 15:32 |
| Q1 2020 | 8 | $7,985,000 | +$2,511,362 | -$232,099,496 | -$229,588,134 | VHT, VUG, AAL, GLD, GLTR | 13F-HR | 07 Apr 2020, 15:10 |
| Q4 2019 | 33 | $242,129,000 | +$94,543,354 | -$10,628,693 | +$83,914,661 | IWF, SPY, PTLC, SCHB, RSP | 13F-HR | 13 Jan 2020, 13:15 |
| Q3 2019 | 21 | $151,051,000 | +$31,265,657 | -$35,432,571 | -$4,166,914 | PTLC, SCHB, RSP, VUG, SPY | 13F-HR | 16 Oct 2019, 10:02 |
| Q2 2019 | 22 | $153,451,000 | +$69,721,400 | -$35,936,752 | +$33,784,648 | IWF, VUG, PTLC, JNK, RSP | 13F-HR | 23 Jul 2019, 10:44 |
| Q1 2019 | 18 | $116,020,000 | +$104,182,596 | -$4,668,334 | +$99,514,262 | SCHB, RSP, PTLC, IWF, HYG | 13F-HR | 11 Apr 2019, 09:50 |
| Q4 2018 | 5 | $16,071,000 | +$13,877,000 | -$147,373,002 | -$133,496,002 | GLD, IAU, SGOL, IYR, EWZ | 13F-HR | 11 Feb 2019, 10:42 |
| Q3 2018 | 17 | $149,852,000 | +$72,803,795 | -$44,094,339 | +$28,709,456 | SPY, IWF, DIA, VUG, IWM | 13F-HR | 10 Oct 2018, 12:16 |
| Q2 2018 | 18 | $115,733,000 | +$62,972,670 | -$44,574,689 | +$18,397,981 | IWM, IWF, VUG, SCHA, FDN | 13F-HR | 06 Jul 2018, 16:11 |
| Q1 2018 | 21 | $93,806,000 | +$42,778,140 | -$84,859,465 | -$42,081,325 | IWF, DIA, FDN, XLF, VUG | 13F-HR | 14 May 2018, 14:47 |
| Q4 2017 | 26 | $135,857,000 | $0 | $0 | $0 | SPY, IWF, VIG, IWV, RSP | 13F-HR | 14 Feb 2018, 14:57 |