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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 74 | $556,378,143 | +$9,942,869 | -$3,970,800 | +$5,972,069 | SPY, IWV, ACWX, SGOV, BSCQ | 13F-HR | 10 Oct 2025, 15:31 |
| Q2 2025 | 70 | $526,352,956 | +$51,726,550 | -$56,499,580 | -$4,773,030 | SPY, IWV, ACWX, SGOV, BSCQ | 13F-HR | 28 Jul 2025, 16:23 |
| Q1 2025 | 74 | $500,200,268 | +$5,721,067 | -$373,520 | +$5,347,547 | SPY, IWV, ACWX, BSCQ, BSCS | 13F-HR | 12 May 2025, 18:32 |
| Q4 2024 | 73 | $508,285,295 | +$57,612,203 | -$43,334,113 | +$14,278,090 | SPY, IWV, ACWX, BSCQ, BSCS | 13F-HR | 13 Jan 2025, 19:20 |
| Q3 2024 | 73 | $493,077,610 | +$21,383,859 | -$15,323,787 | +$6,060,072 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 07 Oct 2024, 13:53 |
| Q2 2024 | 72 | $464,625,703 | +$20,853,452 | -$13,874,029 | +$6,979,423 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 12 Jul 2024, 13:58 |
| Q1 2024 | 72 | $450,681,497 | +$14,614,181 | -$12,147,425 | +$2,466,756 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 15 Apr 2024, 21:04 |
| Q4 2023 | 69 | $423,147,044 | +$40,640,892 | -$26,440,565 | +$14,200,327 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 08 Jan 2024, 21:44 |
| Q3 2023 | 69 | $377,215,643 | +$40,036,557 | -$243,485 | +$39,793,072 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 10 Oct 2023, 21:27 |
| Q2 2023 | 66 | $347,085,250 | +$18,386,331 | -$1,198,184 | +$17,188,147 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 11 Jul 2023, 21:00 |
| Q1 2023 | 66 | $314,676,534 | +$66,635,397 | -$41,454,869 | +$25,180,528 | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 11 May 2023, 21:03 |
| Q4 2022 | 63 | $275,777,916 | +$84,319,812 | -$23,418,133 | +$60,901,679 | SPY, IWV, BIL, ACWX, BSCS | 13F-HR | 10 Feb 2023, 16:36 |
| Q3 2022 | 50 | $158,258,000 | $0 | $0 | $0 | SPY, IWV, BIL, BSCQ, BSCM | 13F-HR | 14 Nov 2022, 14:54 |
| Q2 2022 | 62 | $261,068,000 | +$59,648,092 | -$51,588,106 | +$8,059,986 | BIL, SPY, IWV, ACWX, BSCM | 13F-HR | 08 Aug 2022, 15:20 |
| Q1 2022 | 68 | $286,885,000 | +$8,988,077 | -$6,003,695 | +$2,984,382 | SPY, IWV, ACWX, BSCM, BSCQ | 13F-HR | 16 May 2022, 12:11 |
| Q4 2021 | 66 | $298,608,000 | +$41,505,949 | -$19,731,238 | +$21,774,711 | SPY, IWV, ACWX, QQQ, GSEW | 13F-HR | 03 Feb 2022, 21:49 |
| Q3 2021 | 66 | $263,173,000 | +$6,918,929 | -$21,470,480 | -$14,551,551 | SPY, IWV, ACWX, BSCL, BSCM | 13F-HR | 12 Nov 2021, 09:59 |
| Q2 2021 | 70 | $279,022,000 | +$4,334,275 | -$2,551,121 | +$1,783,154 | SPY, IWV, ACWX, BSCL, GSEW | 13F-HR | 10 Aug 2021, 17:02 |
| Q1 2021 | 70 | $263,533,000 | +$32,522,945 | -$27,510,885 | +$5,012,060 | SPY, IWV, ACWX, BSCL, BSCM | 13F-HR | 07 May 2021, 18:57 |
| Q4 2020 | 64 | $250,220,000 | +$31,867,648 | -$15,448,716 | +$16,418,932 | SPY, IWV, ACWX, USMV, BSCM | 13F-HR | 04 Feb 2021, 15:20 |
| Q3 2020 | 61 | $211,185,000 | +$73,867,134 | -$37,302,837 | +$36,564,297 | SPY, IWV, ACWX, USMV, BSCL | 13F-HR | 12 Nov 2020, 15:26 |
| Q2 2020 | 57 | $169,367,000 | +$4,822,168 | -$28,547,076 | -$23,724,908 | SPY, IWV, ACWX, USMV, IBDL | 13F-HR | 06 Aug 2020, 19:50 |
| Q1 2020 | 59 | $170,214,000 | +$38,484,376 | -$46,059,710 | -$7,575,334 | IWV, SPY, ACWX, USMV, IBDL | 13F-HR | 11 May 2020, 12:08 |
| Q4 2019 | 60 | $208,073,000 | +$57,972,352 | -$55,721,789 | +$2,250,563 | IWV, SPY, ACWX, USMV, IBDL | 13F-HR | 14 Jan 2020, 19:02 |
| Q3 2019 | 64 | $194,381,000 | +$20,694,344 | -$1,434,068 | +$19,260,276 | IWV, SPY, ACWX, USMV, RSP | 13F-HR | 05 Nov 2019, 14:58 |
| Q2 2019 | 55 | $173,732,000 | +$9,935,874 | -$18,406,792 | -$8,470,918 | IWV, SPY, ACWX, RSP, IBDL | 13F-HR | 12 Jul 2019, 16:52 |
| Q1 2019 | 54 | $178,150,000 | +$18,388,889 | -$15,358,500 | +$3,030,389 | IWV, SPY, RSP, ACWX, IBDL | 13F-HR | 10 May 2019, 20:18 |
| Q4 2018 | 53 | $164,591,000 | +$17,241,750 | -$9,013,128 | +$8,228,622 | IWV, SPY, ACWX, QQQ, RSP | 13F-HR | 07 Feb 2019, 17:18 |
| Q3 2018 | 50 | $171,827,000 | +$5,248,484 | -$683,342 | +$4,565,142 | IWV, SPY, ACWX, QQQ, IBDL | 13F-HR | 19 Oct 2018, 11:58 |
| Q2 2018 | 51 | $160,109,000 | +$22,896,509 | -$13,821,979 | +$9,074,530 | IWV, SPY, ACWX, QQQ, IBDL | 13F-HR | 06 Aug 2018, 16:47 |
| Q1 2018 | 52 | $150,428,000 | +$37,784,724 | -$14,976,202 | +$22,808,522 | IWV, SPY, ACWX, QQQ, IBDL | 13F-HR | 14 May 2018, 14:31 |
| Q4 2017 | 49 | $128,732,000 | $0 | $0 | $0 | IWV, SPY, ACWX, QQQ, HEZU | 13F-HR | 01 Mar 2018, 14:13 |