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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 121 | $408M | +$27.7M | -$14.3M | +$13.4M | IVV, SCHR, IJH, IDUB, SPYD | 13F-HR | 10/16/2025, 12:36 PM |
| Q2 2025 | 118 | $371M | +$44.2M | -$14.4M | +$29.9M | IVV, SCHR, IJH, PCT, IDUB | 13F-HR | 7/17/2025, 02:29 PM |
| Q1 2025 | 109 | $305M | +$14.7M | -$28.4M | -$13.8M | IVV, SCHR, IJH, SPYD, IDUB | Restatement | 5/27/2025, 10:35 AM |
| Q4 2024 | 118 | $330M | +$58.3M | -$28.3M | +$30M | IVV, IJH, SCHR, SPYD, NTRA | 13F-HR | 2/6/2025, 12:24 PM |
| Q3 2024 | 116 | $314M | +$17.4M | -$59.5M | -$42.1M | IVV, IJH, SCHF, SCHR, SCHX | 13F-HR | 10/15/2024, 01:45 PM |
| Q2 2024 | 310 | $335M | +$32.4M | -$23.8M | +$8.62M | IVV, IJH, SCHF, SCHR, SCHX | 13F-HR | 7/17/2024, 11:34 AM |
| Q1 2024 | 114 | $334M | +$37.1M | -$23.4M | +$13.7M | IVV, IJH, SCHX, SCHF, SCHR | 13F-HR | 4/30/2024, 04:03 PM |
| Q4 2023 | 112 | $307M | +$29.6M | -$23.8M | +$5.77M | IVV, IJH, SCHX, SCHF, SCHR | 13F-HR | 2/13/2024, 10:28 AM |
| Q3 2023 | 115 | $271M | +$20.7M | -$15.4M | +$5.31M | IVV, SCHF, SCHX, SCHR, IJH | 13F-HR | 11/9/2023, 03:40 PM |
| Q2 2023 | 113 | $277M | +$9.12M | -$12.7M | -$3.54M | IVV, SCHF, SCHX, SCHR, IJH | Restatement | 8/17/2023, 02:33 PM |
| Q1 2023 | 117 | $269M | +$54.3M | -$8.24M | +$46.1M | IVV, SCHF, SCHX, SCHR, SPYD | 13F-HR | 5/9/2023, 04:32 PM |
| Q4 2022 | 80 | $211M | +$14.4M | -$31.8M | -$17.4M | SCHF, IVV, SCHX, SCHR, SPYD | 13F-HR | 1/30/2023, 03:17 PM |
| Q3 2022 | 104 | $216M | +$108M | -$4.36M | +$104M | IVV, SCHF, SCHR, SCHX, SPYD | 13F-HR | 11/9/2022, 10:44 AM |
| Q2 2022 | 69 | $119M | +$9.13M | -$8.78M | +$347K | GOOGL, ACN, UNH, AMZN, JPM | 13F-HR | 7/28/2022, 12:27 PM |
| Q1 2022 | 109 | $153M | +$16.6M | -$19.2M | -$2.58M | GOOGL, AMZN, ACN, AMBA, UNH | 13F-HR | 5/5/2022, 03:01 PM |
| Q4 2021 | 73 | $176M | +$23.6M | -$16.7M | +$6.89M | GOOGL, AMZN, AMBA, UNH, ACN | 13F-HR | 1/25/2022, 09:34 AM |
| Q3 2021 | 84 | $161M | +$26.1M | -$13M | +$13.1M | AMZN, GOOGL, AMBA, META, ACN | 13F-HR | 11/8/2021, 11:51 AM |
| Q2 2021 | 75 | $151M | +$11M | -$14.7M | -$3.67M | AMZN, META, GOOGL, ACN, ABBV | 13F-HR | 8/9/2021, 04:33 PM |
| Q1 2021 | 81 | $142M | +$20M | -$107M | -$86.9M | AMZN, META, GOOGL, ACN, JPM | 13F-HR | 5/17/2021, 01:14 PM |
| Q4 2020 | 113 | $222M | +$30M | -$20.3M | +$9.76M | SCHF, SCHX, SCHR, IVV, SPYD | 13F-HR | 3/31/2021, 03:50 PM |
| Q3 2020 | 111 | $186M | +$114M | -$4.43M | +$110M | SCHX, SCHF, SCHR, SPYD, AAPL | 13F-HR | 11/13/2020, 11:02 AM |
| Q2 2020 | 74 | $71.6M | +$11.4M | -$90M | -$78.6M | AAPL, AMZN, MSFT, GOOGL, ACN | 13F-HR | 8/13/2020, 05:05 PM |
| Q1 2020 | 111 | $139M | +$20M | -$17.7M | +$2.35M | SCHF, SCHX, SCHR, SPYD, IVV | 13F-HR | 5/14/2020, 02:39 PM |
| Q3 2019 | 114 | $166M | +$13.6M | -$7.4M | +$6.2M | SCHX, SCHF, SPYD, SCHR, IVV | Restatement | 11/21/2019, 10:50 AM |
| Q2 2019 | 120 | $154M | +$56.1M | -$44.4M | +$11.7M | SCHX, SCHF, SPYD, SCHR, IVV | 13F-HR | 8/13/2019, 01:52 PM |
| Q4 2018 | 101 | $132M | +$6.53M | -$6.65M | -$126K | SCHX, SCHR, SCHF, SCHZ, CORP | 13F-HR | 2/4/2019, 02:46 PM |
| Q3 2018 | 102 | $119M | +$8.87M | -$4.81M | +$4.06M | SCHX, SCHF, SCHR, SCHZ, CORP | 13F-HR | 11/14/2018, 12:23 PM |
| Q2 2018 | 100 | $142M | +$33.4M | -$29.3M | +$4.07M | SCHX, SCHF, SCHR, SCHZ, CORP | 13F-HR | 8/13/2018, 02:04 PM |
| Q1 2018 | 372 | $136M | +$19.1M | -$11.6M | +$7.48M | SCHX, SCHF, SCHR, SCHZ, CORP | 13F-HR | 5/15/2018, 12:54 PM |
| Q4 2017 | 395 | $133M | $0 | $0 | SCHX, SCHR, SCHF, SCHZ, CORP | 13F-HR | 2/15/2018, 04:40 PM |