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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 125 | $162,005,374 | +$8,968,096 | -$7,785,215 | +$1,182,881 | TLT, DYNF, SPYV, SPYG, IEMG | 13F-HR | 14 Jan 2026, 10:40 |
| Q3 2025 | 123 | $158,734,972 | +$15,179,523 | -$11,783,386 | +$3,396,137 | TLT, DYNF, QUAL, SPYG, SPYV | 13F-HR | 03 Nov 2025, 09:40 |
| Q2 2025 | 118 | $146,481,251 | +$13,323,861 | -$11,743,225 | +$1,580,636 | TLT, QUAL, DYNF, SPYG, EFV | 13F-HR | 08 Jul 2025, 16:01 |
| Q1 2025 | 111 | $135,142,697 | +$12,093,292 | -$13,426,030 | -$1,332,738 | VOO, TLT, QUAL, DYNF, SPYG | 13F-HR | 15 Apr 2025, 17:12 |
| Q4 2024 | 108 | $138,763,773 | +$7,171,249 | -$8,324,857 | -$1,153,608 | VOO, TLT, DYNF, QUAL, SPYG | 13F-HR | 17 Jan 2025, 11:20 |
| Q3 2024 | 113 | $143,468,149 | +$13,312,566 | -$10,697,821 | +$2,614,745 | VOO, TLT, QUAL, DYNF, SPYG | 13F-HR | 15 Oct 2024, 16:49 |
| Q2 2024 | 110 | $134,513,157 | +$50,770,222 | -$36,269,806 | +$14,500,416 | VOO, TLT, SPYG, DYNF, QUAL | 13F-HR | 13 Aug 2024, 17:11 |
| Q1 2024 | 125 | $119,448,426 | +$33,238,952 | -$30,287,606 | +$2,951,346 | VOO, IUSB, TLT, MSFT, NVR | 13F-HR | 29 Apr 2024, 12:25 |
| Q4 2023 | 121 | $110,735,540 | +$52,479,493 | -$683,482 | +$51,796,011 | VOO, ICSH, VEA, AGG, IUSB | 13F-HR | 29 Jan 2024, 08:33 |
| Q3 2023 | 53 | $53,604,785 | +$46,413,597 | -$39,127,330 | +$7,286,267 | ICSH, VOO, VEA, AGG, VONV | 13F-HR | 01 Nov 2023, 09:29 |
| Q2 2023 | 76 | $46,698,286 | +$3,546,111 | -$802,642 | +$2,743,469 | IUSB, UCON, QQQ, FTCS, BNDX | 13F-HR | 25 Jul 2023, 12:58 |
| Q1 2023 | 67 | $42,263,906 | +$7,632,209 | -$1,380,076 | +$6,252,133 | IUSB, UCON, FSIG, FTCS, BNDX | 13F-HR | 01 May 2023, 18:31 |
| Q4 2022 | 58 | $34,637,452 | +$7,155,884 | -$6,440,021 | +$715,863 | UCON, IUSB, FTCS, BNDX, VEU | 13F-HR | 09 Feb 2023, 17:24 |
| Q3 2022 | 56 | $32,684,000 | +$2,652,400 | -$6,335,838 | -$3,683,438 | AGG, QQQ, BNDX, VEU, FTCS | 13F-HR | 14 Nov 2022, 14:26 |
| Q2 2022 | 64 | $38,488,000 | +$9,814,996 | -$12,719,712 | -$2,904,716 | AGG, NVR, QQQ, FTCS, MSFT | 13F-HR | 15 Aug 2022, 18:18 |
| Q1 2022 | 68 | $46,487,000 | +$36,595,443 | -$397,177,238 | -$360,581,795 | FIXD, NVR, IEF, QQQ, IEFA | 13F-HR | 13 May 2022, 14:35 |
| Q4 2021 | 103 | $408,997,000 | +$399,093,344 | -$43,952,544 | +$355,140,800 | SPHB, RDVY, SOXX, XME, FBND | 13F-HR | 11 Feb 2022, 14:30 |
| Q3 2021 | 65 | $53,078,000 | +$5,763,669 | -$5,422,699 | +$340,970 | IEFA, IEF, LQD, LMBS, BSV | 13F-HR | 16 Nov 2021, 10:00 |
| Q2 2021 | 64 | $53,383,000 | +$4,579,248 | -$5,586,745 | -$1,007,497 | IEF, IEFA, BSV, LMBS, NVR | 13F-HR | 12 Aug 2021, 08:33 |
| Q1 2021 | 64 | $52,027,000 | +$6,240,427 | -$4,998,163 | +$1,242,264 | IEF, NVR, FIXD, GTO, IEFA | 13F-HR | 14 May 2021, 16:32 |
| Q4 2020 | 60 | $49,751,000 | +$31,162,907 | -$83,725,779 | -$52,562,872 | IEF, NVR, FIXD, GTO, IEFA | 13F-HR | 16 Feb 2021, 13:35 |
| Q3 2020 | 214 | $100,606,000 | +$24,762,036 | -$31,123,067 | -$6,361,031 | MINT, GVI, SPY, JPST, IWP | 13F-HR | 09 Oct 2020, 16:59 |
| Q2 2020 | 317 | $102,428,000 | +$19,507,450 | -$8,178,746 | +$11,328,704 | MINT, GVI, JPST, IWP, XLV | 13F-HR | 13 Aug 2020, 13:48 |
| Q1 2020 | 299 | $78,485,000 | +$18,349,482 | -$19,998,436 | -$1,648,954 | GVI, JPST, IWP, SPY, DALT | 13F-HR | 08 May 2020, 17:52 |
| Q4 2019 | 314 | $101,560,000 | +$20,152,526 | -$8,804,920 | +$11,347,606 | DALT, JPST, IWP, SPY, PHB | 13F-HR | 29 Jan 2020, 15:58 |
| Q3 2019 | 84 | $86,036,000 | +$7,780,259 | -$20,776,801 | -$12,996,542 | DALT, JPST, IWP, PHB, SPY | 13F-HR | 14 Nov 2019, 10:27 |
| Q2 2019 | 318 | $95,606,000 | +$13,710,134 | -$16,949,280 | -$3,239,146 | DALT, JPST, IWP, SPY, PHB | 13F-HR | 14 Aug 2019, 07:59 |
| Q1 2019 | 316 | $96,066,000 | +$37,428,591 | -$45,928,608 | -$8,500,017 | DALT, SPY, JPST, IWP, PHB | 13F-HR | 09 May 2019, 10:57 |
| Q4 2018 | 312 | $94,268,000 | +$12,944,576 | -$11,040,386 | +$1,904,190 | SPLV, IVV, NEAR, SPMD, SMLV | 13F-HR | 07 Feb 2019, 20:10 |
| Q3 2018 | 321 | $103,731,000 | +$8,585,802 | -$7,502,245 | +$1,083,557 | SPLV, IVV, NEAR, SPMD, SMLV | 13F-HR | 14 Nov 2018, 08:18 |
| Q2 2018 | 302 | $99,982,000 | +$13,951,906 | -$30,807,233 | -$16,855,327 | SPLV, IVV, IGIB, SPMD, SMLV | 13F-HR | 10 Aug 2018, 12:29 |
| Q1 2018 | 315 | $115,453,000 | +$12,662,608 | -$12,841,469 | -$178,861 | SPLV, IGIB, IVV, SPAB, STIP | 13F-HR | 16 May 2018, 09:09 |
| Q4 2017 | 302 | $118,067,000 | $0 | $0 | $0 | SPLV, LQD, IVV, IGIB, VCSH | 13F-HR | 21 May 2018, 17:25 |