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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 380 | $939,836,978 | +$85,837,143 | -$58,457,036 | +$27,380,107 | SCHV, QQQ, NVDA, AAPL, BIV | 13F-HR | 07 Jan 2026, 17:36 |
| Q3 2025 | 385 | $903,482,070 | +$63,826,737 | -$68,409,052 | -$4,582,315 | SCHV, QQQ, NVDA, AAPL, BIV | 13F-HR | 07 Oct 2025, 17:17 |
| Q2 2025 | 374 | $850,248,066 | +$115,890,894 | -$84,229,572 | +$31,661,322 | SCHV, QQQ, BIV, AAPL, NVDA | 13F-HR | 17 Jul 2025, 18:18 |
| Q1 2025 | 379 | $759,157,525 | +$66,100,350 | -$103,927,135 | -$37,826,785 | SCHV, AAPL, BIV, MSFT, NVDA | 13F-HR | 12 May 2025, 16:11 |
| Q4 2024 | 386 | $830,414,567 | +$115,121,962 | -$29,763,453 | +$85,358,509 | AAPL, QQQ, SCHV, COWZ, BIV | 13F-HR | 13 Jan 2025, 12:29 |
| Q3 2024 | 382 | $770,326,282 | +$99,495,388 | -$39,267,058 | +$60,228,330 | SCHV, QQQ, AAPL, COWZ, BIV | 13F-HR | 14 Nov 2024, 10:28 |
| Q2 2024 | 372 | $680,182,885 | +$101,155,843 | -$29,147,648 | +$72,008,195 | QQQ, AAPL, SCHV, COWZ, BIV | 13F-HR | 15 Jul 2024, 14:33 |
| Q1 2024 | 349 | $608,434,306 | +$58,522,046 | -$32,739,356 | +$25,782,690 | QQQ, SCHV, COWZ, AAPL, BIV | 13F-HR | 11 Apr 2024, 13:37 |
| Q4 2023 | 342 | $549,941,552 | +$125,870,756 | -$27,805,689 | +$98,065,067 | AAPL, QQQ, COWZ, SCHV, BIV | 13F-HR | 16 Jan 2024, 06:01 |
| Q3 2023 | 324 | $415,976,415 | +$48,742,689 | -$21,688,227 | +$27,054,462 | AAPL, JPST, MSFT, JEPI, TSLA | 13F-HR | 13 Oct 2023, 10:34 |
| Q2 2023 | 316 | $403,325,137 | +$42,429,189 | -$33,020,456 | +$9,408,733 | AAPL, MSFT, JPST, TSLA, JEPI | 13F-HR | 07 Jul 2023, 15:23 |
| Q1 2023 | 298 | $371,113,543 | +$35,341,853 | -$15,794,687 | +$19,547,166 | AAPL, SPY, JPST, MSFT, JEPI | 13F-HR | 10 May 2023, 18:45 |
| Q4 2022 | 293 | $327,478,788 | +$58,484,898 | -$17,054,996 | +$41,429,902 | AAPL, SPY, JPST, MSFT, JEPI | 13F-HR | 13 Jan 2023, 12:10 |
| Q3 2022 | 261 | $277,907,000 | +$48,250,339 | -$20,849,130 | +$27,401,209 | AAPL, TSLA, MSFT, AMZN, DBEF | 13F-HR | 13 Oct 2022, 11:26 |
| Q2 2022 | 250 | $275,368,000 | +$84,680,405 | -$20,418,560 | +$64,261,845 | AAPL, TSLA, MSFT, AMZN, DBEF | 13F-HR | 11 Jul 2022, 16:14 |
| Q1 2022 | 243 | $263,292,000 | +$35,813,072 | -$25,588,744 | +$10,224,328 | AAPL, TSLA, AMZN, MSFT, IVV | Restatement | 25 Apr 2022, 11:43 |
| Q4 2021 | 234 | $264,918,000 | +$30,117,146 | -$278,773,554 | -$248,656,408 | AAPL, TSLA, AMZN, MSFT, IVV | 13F-HR | 10 Feb 2022, 18:51 |
| Q3 2021 | 245 | $482,061,000 | +$49,960,871 | -$55,910,331 | -$5,949,460 | ESGU, SPLG, EFV, AAPL, EFG | 13F-HR | 06 Oct 2021, 14:47 |
| Q2 2021 | 250 | $491,763,000 | +$59,652,884 | -$35,542,196 | +$24,110,688 | ESGU, SPLG, GOVT, EFV, AAPL | 13F-HR | 12 Jul 2021, 12:29 |
| Q1 2021 | 241 | $442,827,000 | +$100,082,917 | -$160,563,794 | -$60,480,877 | ESGU, SPLG, GOVT, SCHJ, EFV | 13F-HR | 17 May 2021, 17:09 |
| Q4 2020 | 294 | $490,299,000 | +$135,028,415 | -$23,601,349 | +$111,427,066 | ESGU, SPLG, AAPL, GOVT, EFG | 13F-HR | 16 Feb 2021, 16:38 |
| Q3 2020 | 205 | $346,409,000 | +$44,142,009 | -$12,706,422 | +$31,435,587 | ESGU, GOVT, SPLG, AAPL, IGSB | 13F-HR | 09 Oct 2020, 12:48 |
| Q2 2020 | 191 | $308,946,000 | +$117,596,548 | -$84,871,193 | +$32,725,355 | ESGU, GOVT, SPLG, AAPL, IGSB | 13F-HR | 15 Jul 2020, 12:08 |
| Q1 2020 | 152 | $239,903,000 | +$53,994,140 | -$31,518,209 | +$22,475,931 | GOVT, ACWI, SPLG, QUAL, ESGU | 13F-HR | 15 May 2020, 16:53 |
| Q4 2019 | 157 | $249,830,000 | +$35,345,096 | -$19,422,110 | +$15,922,986 | ACWI, GOVT, SPLG, QUAL, NEAR | 13F-HR | 07 Jan 2020, 16:22 |
| Q3 2019 | 143 | $221,757,000 | +$26,631,270 | -$13,485,878 | +$13,145,392 | ACWI, GOVT, SPLG, QUAL, NEAR | 13F-HR | 08 Oct 2019, 13:45 |
| Q2 2019 | 125 | $206,243,000 | +$33,260,230 | -$13,501,420 | +$19,758,810 | ACWI, GOVT, SPLG, NEAR, QUAL | 13F-HR | 08 Jul 2019, 17:10 |
| Q1 2019 | 109 | $181,521,000 | +$40,036,913 | -$20,010,450 | +$20,026,463 | ACWI, NEAR, SPLG, QUAL, GOVT | 13F-HR | 15 May 2019, 16:21 |
| Q4 2018 | 101 | $147,532,000 | $0 | $0 | $0 | ACWI, NEAR, QUAL, MTUM, SPLB | 13F-HR | 17 Jan 2019, 12:57 |