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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 74 | $556M | +$9.94M | -$3.97M | +$5.97M | SPY, IWV, ACWX, SGOV, BSCQ | 13F-HR | 10/10/2025, 03:31 PM |
| Q2 2025 | 70 | $526M | +$51.7M | -$56.5M | -$4.77M | SPY, IWV, ACWX, SGOV, BSCQ | 13F-HR | 7/28/2025, 04:23 PM |
| Q1 2025 | 74 | $500M | +$5.72M | -$374K | +$5.35M | SPY, IWV, ACWX, BSCQ, BSCS | 13F-HR | 5/12/2025, 06:32 PM |
| Q4 2024 | 73 | $508M | +$57.6M | -$43.3M | +$14.3M | SPY, IWV, ACWX, BSCQ, BSCS | 13F-HR | 1/13/2025, 07:20 PM |
| Q3 2024 | 73 | $493M | +$21.4M | -$15.3M | +$6.06M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 10/7/2024, 01:53 PM |
| Q2 2024 | 72 | $465M | +$20.9M | -$13.9M | +$6.98M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 7/12/2024, 01:58 PM |
| Q1 2024 | 72 | $451M | +$14.6M | -$12.1M | +$2.47M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 4/15/2024, 09:04 PM |
| Q4 2023 | 69 | $423M | +$40.6M | -$26.4M | +$14.2M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 1/8/2024, 09:44 PM |
| Q3 2023 | 69 | $377M | +$40M | -$243K | +$39.8M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 10/10/2023, 09:27 PM |
| Q2 2023 | 66 | $347M | +$18.4M | -$1.2M | +$17.2M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 7/11/2023, 09:00 PM |
| Q1 2023 | 66 | $315M | +$66.6M | -$41.5M | +$25.2M | SPY, IWV, ACWX, VTI, BSCQ | 13F-HR | 5/11/2023, 09:03 PM |
| Q4 2022 | 63 | $276M | +$84.3M | -$23.4M | +$60.9M | SPY, IWV, BIL, ACWX, BSCS | 13F-HR | 2/10/2023, 04:36 PM |
| Q3 2022 | 50 | $158M | $0 | $0 | SPY, IWV, BIL, BSCQ, BSCM | 13F-HR | 11/14/2022, 02:54 PM | |
| Q2 2022 | 62 | $261M | +$59.6M | -$51.6M | +$8.06M | BIL, SPY, IWV, ACWX, BSCM | 13F-HR | 8/8/2022, 03:20 PM |
| Q1 2022 | 68 | $287M | +$8.99M | -$6M | +$2.98M | SPY, IWV, ACWX, BSCM, BSCQ | 13F-HR | 5/16/2022, 12:11 PM |
| Q4 2021 | 66 | $299M | +$41.5M | -$19.7M | +$21.8M | SPY, IWV, ACWX, QQQ, GSEW | 13F-HR | 2/3/2022, 09:49 PM |
| Q3 2021 | 66 | $263M | +$6.92M | -$21.5M | -$14.6M | SPY, IWV, ACWX, BSCL, BSCM | 13F-HR | 11/12/2021, 09:59 AM |
| Q2 2021 | 70 | $279M | +$4.33M | -$2.55M | +$1.78M | SPY, IWV, ACWX, BSCL, GSEW | 13F-HR | 8/10/2021, 05:02 PM |
| Q1 2021 | 70 | $264M | +$32.5M | -$27.5M | +$5.01M | SPY, IWV, ACWX, BSCL, BSCM | 13F-HR | 5/7/2021, 06:57 PM |
| Q4 2020 | 64 | $250M | +$31.9M | -$15.4M | +$16.4M | SPY, IWV, ACWX, USMV, BSCM | 13F-HR | 2/4/2021, 03:20 PM |
| Q3 2020 | 61 | $211M | +$73.9M | -$37.3M | +$36.6M | SPY, IWV, ACWX, USMV, BSCL | 13F-HR | 11/12/2020, 03:26 PM |
| Q2 2020 | 57 | $169M | +$4.82M | -$28.5M | -$23.7M | SPY, IWV, ACWX, USMV, IBDL | 13F-HR | 8/6/2020, 07:50 PM |
| Q1 2020 | 59 | $170M | +$38.5M | -$46.1M | -$7.58M | IWV, SPY, ACWX, USMV, IBDL | 13F-HR | 5/11/2020, 12:08 PM |
| Q4 2019 | 60 | $208M | +$58M | -$55.7M | +$2.25M | IWV, SPY, ACWX, USMV, IBDL | 13F-HR | 1/14/2020, 07:02 PM |
| Q3 2019 | 64 | $194M | +$20.7M | -$1.43M | +$19.3M | IWV, SPY, ACWX, USMV, RSP | 13F-HR | 11/5/2019, 02:58 PM |
| Q2 2019 | 55 | $174M | +$9.94M | -$18.4M | -$8.47M | IWV, SPY, ACWX, RSP, IBDL | 13F-HR | 7/12/2019, 04:52 PM |
| Q1 2019 | 54 | $178M | +$18.4M | -$15.4M | +$3.03M | IWV, SPY, RSP, ACWX, IBDL | 13F-HR | 5/10/2019, 08:18 PM |
| Q4 2018 | 53 | $165M | +$17.2M | -$9.01M | +$8.23M | IWV, SPY, ACWX, QQQ, RSP | 13F-HR | 2/7/2019, 05:18 PM |
| Q3 2018 | 50 | $172M | +$5.25M | -$683K | +$4.57M | IWV, SPY, ACWX, QQQ, IBDL | 13F-HR | 10/19/2018, 11:58 AM |
| Q2 2018 | 51 | $160M | +$22.9M | -$13.8M | +$9.07M | IWV, SPY, ACWX, QQQ, IBDL | 13F-HR | 8/6/2018, 04:47 PM |
| Q1 2018 | 52 | $150M | +$37.8M | -$15M | +$22.8M | IWV, SPY, ACWX, QQQ, IBDL | 13F-HR | 5/14/2018, 02:31 PM |
| Q4 2017 | 49 | $129M | $0 | $0 | IWV, SPY, ACWX, QQQ, HEZU | 13F-HR | 3/1/2018, 02:13 PM |