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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,009 | $524,097,988 | +$53,747,515 | -$40,526,772 | +$13,220,743 | DGRW, ICVT, BND, USHY, AAPL | 13F-HR | 10 Feb 2026, 19:02 |
| Q3 2025 | 996 | $518,241,619 | +$9,693,161 | -$11,000,043 | -$1,306,882 | DGRW, ICVT, BND, USHY, AGGY | Restatement | 19 Feb 2026, 19:05 |
| Q2 2025 | 1,007 | $490,317,444 | +$23,088,089 | -$25,847,104 | -$2,759,015 | DGRW, ICVT, BND, AGGY, USHY | Restatement | 19 Feb 2026, 19:04 |
| Q1 2025 | 1,009 | $467,749,551 | +$29,773,565 | -$30,143,778 | -$370,213 | DGRW, BND, AGGY, USHY, ICVT | Restatement | 19 Feb 2026, 19:03 |
| Q4 2024 | 1,042 | $480,846,019 | +$54,175,114 | -$47,325,589 | +$6,849,525 | DGRW, AAPL, ICVT, USHY, BND | Restatement | 19 Feb 2026, 19:03 |
| Q3 2024 | 1,029 | $482,343,677 | +$46,309,549 | -$50,269,865 | -$3,960,316 | DGRW, BND, USHY, AGGY, SPBO | Restatement | 19 Feb 2026, 19:02 |
| Q2 2024 | 986 | $462,588,762 | +$31,958,511 | -$39,644,288 | -$7,685,777 | DGRW, ICVT, USHY, BND, AGGY | Restatement | 19 Feb 2026, 19:01 |
| Q1 2024 | 1,022 | $464,198,239 | +$61,726,074 | -$63,869,160 | -$2,143,086 | DGRW, ICVT, USHY, BND, AGGY | 13F-HR | 26 Apr 2024, 16:26 |
| Q4 2023 | 1,019 | $440,318,978 | +$21,643,071 | -$23,494,871 | -$1,851,800 | DGRW, USHY, AGGY, BND, ICVT | Restatement | 26 Apr 2024, 17:07 |
| Q3 2023 | 1,043 | $405,064,334 | +$51,929,431 | -$51,629,459 | +$299,972 | DGRW, USHY, AGGY, ICVT, BND | Restatement | 26 Apr 2024, 17:06 |
| Q2 2023 | 1,050 | $421,381,536 | +$57,010,457 | -$52,995,279 | +$4,015,178 | DGRW, USFR, AAPL, AGGY, USHY | Restatement | 26 Apr 2024, 17:05 |
| Q1 2023 | 1,049 | $397,734,583 | +$80,674,911 | -$85,198,441 | -$4,523,530 | DGRW, USFR, AGGY, USHY, BND | Restatement | 26 Apr 2024, 17:04 |
| Q4 2022 | 1,144 | $383,509,990 | +$40,931,298 | -$36,074,765 | +$4,856,533 | DGRW, JCPB, AGGY, TOTL, AAPL | 13F-HR | 07 Feb 2023, 18:20 |
| Q3 2022 | 998 | $355,653,000 | +$11,402,748 | -$11,722,711 | -$319,963 | DGRW, JCPB, TOTL, AGGY, AAPL | 13F-HR | 01 Nov 2022, 11:41 |
| Q2 2022 | 993 | $368,604,000 | +$23,943,918 | -$14,312,532 | +$9,631,386 | DGRW, JCPB, TOTL, AGGY, AAPL | 13F-HR | 09 Aug 2022, 18:48 |
| Q1 2022 | 995 | $406,152,000 | +$62,422,662 | -$50,062,833 | +$12,359,829 | DGRW, TOTL, JCPB, AGGY, AAPL | 13F-HR | 05 May 2022, 13:53 |
| Q4 2021 | 1,018 | $418,343,000 | +$16,147,420 | -$14,237,744 | +$1,909,676 | DGRW, AGGY, VUG, TOTL, JCPB | 13F-HR | 14 Feb 2022, 18:18 |
| Q3 2021 | 1,006 | $390,526,000 | +$36,111,499 | -$16,932,096 | +$19,179,403 | DGRW, AGGY, VUG, TOTL, JCPB | 13F-HR | 12 Nov 2021, 15:49 |
| Q2 2021 | 993 | $376,540,000 | +$21,615,980 | -$29,806,099 | -$8,190,119 | DGRW, AGGY, VUG, TOTL, JCPB | 13F-HR | 12 Aug 2021, 16:39 |
| Q1 2021 | 964 | $365,625,000 | +$25,278,456 | -$31,010,907 | -$5,732,451 | DGRW, AGGY, TOTL, VUG, JCPB | 13F-HR | 12 May 2021, 21:12 |
| Q4 2020 | 954 | $364,769,000 | +$39,398,943 | -$27,671,760 | +$11,727,183 | DGRW, AGGY, TOTL, VUG, JCPB | 13F-HR | 16 Feb 2021, 17:44 |
| Q3 2020 | 872 | $330,983,000 | +$94,412,373 | -$51,455,797 | +$42,956,576 | AGGY, DGRW, TOTL, JCPB, VUG | 13F-HR | 23 Oct 2020, 19:56 |
| Q2 2020 | 879 | $283,532,000 | +$54,311,603 | -$30,470,789 | +$23,840,814 | AGGY, IEF, TOTL, DGRW, JCPB | 13F-HR | 12 Aug 2020, 21:57 |
| Q1 2020 | 891 | $236,969,000 | +$152,075,623 | -$72,540,642 | +$79,534,981 | IEF, AGGY, TOTL, JCPB, CL | 13F-HR | 15 May 2020, 16:06 |
| Q4 2019 | 567 | $182,691,000 | +$9,709,659 | -$6,719,312 | +$2,990,347 | USFR, USMV, CL, SHM, AAPL | 13F-HR | 28 Jan 2020, 17:26 |
| Q3 2019 | 583 | $170,811,000 | +$10,565,130 | -$5,082,868 | +$5,482,262 | USFR, USMV, CL, SHM, AAPL | 13F-HR | 14 Nov 2019, 16:00 |
| Q2 2019 | 491 | $165,328,000 | +$23,313,506 | -$23,123,504 | +$190,002 | USFR, USMV, CL, SHM, AAPL | 13F-HR | 15 Aug 2019, 18:23 |
| Q1 2019 | 488 | $162,782,000 | +$35,646,448 | -$21,789,636 | +$13,856,812 | USFR, CL, FLRN, SHM, AAPL | 13F-HR | 16 Aug 2019, 12:44 |
| Q4 2018 | 1,233 | $135,570,000 | $0 | $0 | $0 | FLRN, CL, USFR, STIP, SHM | 13F-HR | 16 Apr 2019, 15:33 |