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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 58 | $194,450,040 | +$10,199,726 | -$6,957,836 | +$3,241,890 | IVV, QQQ, IJH, AVUV, DFAE | 13F-HR | 17 Feb 2026, 16:49 |
| Q3 2025 | 58 | $187,716,978 | +$4,975,857 | -$10,519,845 | -$5,543,988 | IVV, QQQ, IJH, AVUV, DFAE | 13F-HR | 17 Nov 2025, 15:46 |
| Q2 2025 | 113 | $179,024,458 | +$37,076,488 | -$32,417,485 | +$4,659,003 | IVV, QQQ, IJH, AVUV, SOXX | 13F-HR | 17 Jul 2025, 14:42 |
| Q1 2025 | 112 | $158,869,226 | +$12,595,870 | -$2,368,752 | +$10,227,118 | IVV, IJH, QQQ, DFAE, CALF | 13F-HR | 08 Apr 2025, 13:57 |
| Q4 2024 | 112 | $156,043,619 | +$13,069,911 | -$12,948,697 | +$121,214 | IVV, IJH, QQQ, CALF, DFAE | 13F-HR | 10 Jan 2025, 10:27 |
| Q3 2024 | 113 | $153,877,016 | +$4,502,154 | -$4,833,834 | -$331,680 | IVV, IJH, QQQ, CALF, DFAE | 13F-HR | 10 Oct 2024, 16:50 |
| Q2 2024 | 120 | $146,342,603 | +$9,288,152 | -$4,493,992 | +$4,794,160 | IVV, IJH, QQQ, CALF, DFAE | 13F-HR | 12 Jul 2024, 10:51 |
| Q1 2024 | 122 | $142,664,410 | +$23,905,174 | -$2,282,316 | +$21,622,858 | IVV, IJH, QQQ, CALF, DFAE | 13F-HR | 02 Apr 2024, 16:24 |
| Q4 2023 | 118 | $124,136,185 | +$8,094,010 | -$10,076,499 | -$1,982,489 | IVV, IJH, QQQ, CALF, DFAE | 13F-HR | 10 Jan 2024, 10:59 |
| Q3 2023 | 132 | $113,957,829 | +$8,435,329 | -$11,789,763 | -$3,354,434 | IVV, QQQ, IJH, CALF, DFAE | 13F-HR | 10 Oct 2023, 13:54 |
| Q2 2023 | 124 | $119,058,758 | +$10,973,259 | -$14,271,224 | -$3,297,965 | IVV, QQQ, IJH, AGG, CALF | 13F-HR | 06 Jul 2023, 15:22 |
| Q1 2023 | 128 | $115,914,636 | +$9,210,451 | -$15,947,506 | -$6,737,055 | IVV, QQQ, AGG, IJH, IEMG | 13F-HR | 05 Apr 2023, 15:51 |
| Q4 2022 | 121 | $115,219,264 | +$30,338,625 | -$12,476,309 | +$17,862,316 | IVV, AGG, IJH, QQQ, IEMG | 13F-HR | 06 Jan 2023, 12:49 |
| Q3 2022 | 118 | $91,704,000 | +$14,776,657 | -$4,492,804 | +$10,283,853 | IVV, QQQ, IJH, IEMG, CALF | 13F-HR | 07 Oct 2022, 11:06 |
| Q2 2022 | 108 | $86,211,000 | +$19,368,314 | -$5,378,050 | +$13,990,264 | IVV, QQQ, IEMG, IJH, GOVT | 13F-HR | 11 Jul 2022, 16:18 |
| Q1 2022 | 121 | $85,134,000 | +$8,341,909 | -$15,346,545 | -$7,004,636 | IVV, IEMG, IJH, QQQ, GOVT | 13F-HR | 12 Apr 2022, 13:29 |
| Q4 2021 | 102 | $98,792,000 | +$5,107,583 | -$13,306,331 | -$8,198,748 | IVV, QQQ, IJH, IEMG, IBB | 13F-HR | 11 Jan 2022, 08:29 |
| Q3 2021 | 105 | $102,408,000 | +$2,594,712 | -$4,844,068 | -$2,249,356 | IVV, QQQ, IBB, IJH, GOVT | 13F-HR | 12 Oct 2021, 14:09 |
| Q2 2021 | 102 | $107,003,000 | +$8,630,105 | -$7,870,603 | +$759,502 | IVV, QQQ, IBB, IJH, IEMG | 13F-HR | 13 Jul 2021, 09:14 |
| Q1 2021 | 97 | $101,598,000 | +$16,318,613 | -$2,762,244 | +$13,556,369 | IVV, QQQ, IJH, IBB, IEMG | 13F-HR | 27 Apr 2021, 10:17 |
| Q4 2020 | 100 | $86,265,000 | +$13,097,619 | -$1,335,328 | +$11,762,291 | IVV, QQQ, TLT, IBB, GOVT | 13F-HR | 15 Jan 2021, 12:14 |
| Q3 2020 | 91 | $66,120,000 | +$2,587,032 | -$10,553,306 | -$7,966,274 | IVV, QQQ, GOVT, IJH, IBB | 13F-HR | 15 Oct 2020, 13:04 |
| Q2 2020 | 91 | $70,382,000 | +$2,092,211 | -$6,943,785 | -$4,851,574 | IVV, IJH, QQQ, GOVT, IBB | 13F-HR | 15 Jul 2020, 11:36 |
| Q1 2020 | 99 | $63,328,000 | +$11,545,030 | -$3,732,573 | +$7,812,457 | IVV, IJH, GOVT, QQQ, IJR | 13F-HR | 16 Apr 2020, 10:28 |
| Q4 2019 | 96 | $68,187,000 | +$4,338,004 | -$1,441,794 | +$2,896,210 | IVV, IJH, GOVT, IJR, IEFA | 13F-HR | 23 Jan 2020, 11:56 |
| Q3 2019 | 98 | $60,615,000 | +$3,840,454 | -$78,979,775 | -$75,139,321 | IVV, IJH, GOVT, IJR, IEFA | 13F-HR | 24 Oct 2019, 12:37 |
| Q2 2019 | 112 | $135,966,000 | +$8,117,080 | -$5,027,617 | +$3,089,463 | IVV, VOO, GOVT, IJH, IBB | 13F-HR | 26 Jul 2019, 11:43 |
| Q1 2019 | 115 | $130,054,000 | +$957,984 | -$3,931,523 | -$2,973,539 | IVV, VOO, JPST, IJH, IBB | 13F-HR | 22 Apr 2019, 16:03 |
| Q4 2018 | 112 | $120,434,000 | +$38,510,292 | -$9,135,773 | +$29,374,519 | IVV, VOO, JPST, IBB, IJH | 13F-HR | 23 Jan 2019, 12:22 |
| Q3 2018 | 97 | $105,736,000 | +$1,678,599 | -$22,597,780 | -$20,919,181 | IVV, VOO, IBB, IJH, INDA | 13F-HR | 24 Oct 2018, 17:09 |
| Q2 2018 | 96 | $120,588,000 | +$3,023,153 | -$6,644,650 | -$3,621,497 | IVV, VOO, IEFA, IBB, IJH | 13F-HR | 06 Jul 2018, 13:13 |
| Q1 2018 | 98 | $121,904,000 | +$25,909,813 | -$16,667,573 | +$9,242,240 | IVV, VOO, IEFA, IBB, IJH | 13F-HR | 30 Apr 2018, 11:29 |
| Q4 2017 | 119 | $114,247,000 | $0 | $0 | $0 | IVV, IEFA, IBB, IJH, INDA | 13F-HR | 27 Apr 2018, 10:59 |