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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 316 | $2,461,368,055 | +$154,422,850 | -$13,131,865 | +$141,290,985 | VOO, VTI, DFUS, ITOT, VXUS | 13F-HR | 10 Nov 2025, 15:53 |
| Q2 2025 | 291 | $2,167,333,506 | +$155,371,036 | -$44,513,294 | +$110,857,742 | VOO, VTI, DFUS, ITOT, DFAC | 13F-HR | 01 Aug 2025, 16:14 |
| Q1 2025 | 301 | $1,891,062,491 | +$201,624,255 | -$13,167,067 | +$188,457,188 | DFUS, VOO, VTI, DFAC, VXUS | 13F-HR | 15 Apr 2025, 15:23 |
| Q4 2024 | 295 | $1,746,678,355 | +$188,117,067 | -$12,290,477 | +$175,826,590 | DFUS, VOO, VTI, DFAC, ITOT | 13F-HR | 16 Jan 2025, 13:15 |
| Q3 2024 | 276 | $1,584,070,519 | +$84,200,477 | -$18,135,349 | +$66,065,128 | VTI, VOO, DFUS, DFAC, ITOT | 13F-HR | 15 Oct 2024, 14:22 |
| Q2 2024 | 267 | $1,429,920,918 | +$81,480,574 | -$16,851,312 | +$64,629,262 | VTI, VOO, DFUS, ITOT, DFAC | 13F-HR | 19 Jul 2024, 14:34 |
| Q1 2024 | 266 | $1,349,770,210 | +$120,570,154 | -$21,129,015 | +$99,441,139 | VTI, VOO, DFUS, ITOT, DFAC | 13F-HR | 24 Apr 2024, 13:47 |
| Q4 2023 | 254 | $1,164,224,308 | +$98,623,903 | -$25,172,394 | +$73,451,509 | VTI, VOO, ITOT, DFUS, VXUS | 13F-HR | 31 Jan 2024, 14:13 |
| Q3 2023 | 232 | $986,697,998 | +$75,005,821 | -$26,183,121 | +$48,822,700 | VTI, VOO, ITOT, DFUS, VXUS | 13F-HR | 11 Oct 2023, 14:51 |
| Q2 2023 | 247 | $974,565,488 | +$76,700,249 | -$28,219,000 | +$48,481,249 | VTI, ITOT, VOO, VBR, DFUS | 13F-HR | 18 Jul 2023, 11:15 |
| Q1 2023 | 229 | $875,622,675 | +$73,976,879 | -$28,895,662 | +$45,081,217 | VTI, ITOT, VOO, VBR, VT | 13F-HR | 10 May 2023, 19:32 |
| Q4 2022 | 227 | $784,159,631 | +$99,960,369 | -$28,097,121 | +$71,863,248 | VTI, ITOT, VBR, VOO, VT | Restatement | 17 May 2023, 16:10 |
| Q3 2022 | 217 | $663,327,000 | +$89,159,351 | -$10,638,726 | +$78,520,625 | VTI, ITOT, VBR, VT, IAU | 13F-HR | 18 Oct 2022, 11:37 |
| Q2 2022 | 215 | $623,155,000 | +$140,605,941 | -$16,113,602 | +$124,492,339 | VTI, ITOT, VBR, IAU, VT | 13F-HR | 14 Jul 2022, 10:28 |
| Q1 2022 | 218 | $592,323,000 | +$103,919,413 | -$51,601,749 | +$52,317,664 | VTI, VBR, ITOT, AAPL, IWN | 13F-HR | 21 Apr 2022, 10:51 |
| Q4 2021 | 207 | $564,248,000 | +$105,983,834 | -$4,136,703 | +$101,847,131 | VTI, VBR, IAU, AAPL, ITOT | 13F-HR | 10 Feb 2022, 16:16 |
| Q3 2021 | 165 | $432,374,000 | +$34,324,233 | -$5,467,374 | +$28,856,859 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 19 Oct 2021, 17:49 |
| Q2 2021 | 143 | $407,589,000 | +$50,665,219 | -$34,856,467 | +$15,808,752 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 26 Jul 2021, 14:22 |
| Q1 2021 | 128 | $372,780,000 | +$35,872,240 | -$7,152,221 | +$28,720,019 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 21 Apr 2021, 16:20 |
| Q4 2020 | 110 | $324,595,000 | +$15,828,916 | -$6,678,149 | +$9,150,767 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 20 Jan 2021, 13:47 |
| Q3 2020 | 97 | $277,468,000 | +$13,273,172 | -$8,700,695 | +$4,572,477 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 13 Oct 2020, 12:49 |
| Q2 2020 | 92 | $259,367,000 | +$4,389,678 | -$8,491,905 | -$4,102,227 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 23 Jul 2020, 09:07 |
| Q1 2020 | 90 | $225,957,000 | +$24,779,400 | -$9,193,772 | +$15,585,628 | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 05 May 2020, 17:43 |
| Q4 2019 | 102 | $262,405,000 | +$14,711,283 | -$4,390,794 | +$10,320,489 | VTI, VBR, IWN, IAU, SYK | 13F-HR | 21 Jan 2020, 09:26 |
| Q3 2019 | 87 | $236,697,000 | +$4,289,284 | -$7,768,383 | -$3,479,099 | VTI, VBR, IWN, SYK, IAU | 13F-HR | 17 Oct 2019, 13:30 |
| Q2 2019 | 90 | $239,044,000 | +$8,532,405 | -$8,192,766 | +$339,639 | VTI, VBR, IWN, TIP, SYK | 13F-HR | 24 Jul 2019, 09:30 |
| Q1 2019 | 86 | $232,271,000 | +$5,650,927 | -$3,827,805 | +$1,823,122 | VTI, VBR, IWN, TIP, SYK | 13F-HR | 14 May 2019, 16:48 |
| Q4 2018 | 82 | $207,050,000 | +$27,898,304 | -$4,037,296 | +$23,861,008 | VTI, VBR, IWN, TIP, SYK | 13F-HR | 16 May 2019, 12:11 |
| Q3 2018 | 78 | $209,521,000 | +$11,187,775 | -$4,645,178 | +$6,542,597 | VTI, IWN, VBR, TIP, SYK | 13F-HR | 24 May 2019, 11:25 |
| Q2 2018 | 76 | $196,414,000 | +$2,027,942 | -$4,404,650 | -$2,376,708 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 24 May 2019, 10:30 |
| Q1 2018 | 77 | $191,183,000 | +$3,094,891 | -$6,830,075 | -$3,735,184 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 24 May 2019, 10:11 |
| Q4 2017 | 82 | $204,892,000 | +$3,083,850 | -$5,263,297 | -$2,179,447 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 23 May 2019, 17:18 |
| Q3 2017 | 81 | $196,737,000 | +$3,905,618 | -$3,615,174 | +$290,444 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 23 May 2019, 17:37 |
| Q2 2017 | 77 | $188,231,000 | +$8,172,070 | -$2,270,035 | +$5,902,035 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 23 May 2019, 16:58 |
| Q1 2017 | 79 | $179,115,000 | +$3,923,561 | -$13,501,314 | -$9,577,753 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 23 May 2019, 16:38 |
| Q4 2016 | 76 | $184,085,000 | +$982,266 | -$6,337,099 | -$5,354,833 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 28 May 2019, 14:55 |
| Q3 2016 | 74 | $182,157,000 | +$1,683,401 | -$6,656,530 | -$4,973,129 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 28 May 2019, 13:07 |
| Q2 2016 | 75 | $182,055,000 | +$2,052,928 | -$3,008,184 | -$955,256 | VTI, IWN, VBR, TIP, IAU | 13F-HR | 28 May 2019, 12:36 |
| Q1 2016 | 71 | $177,068,000 | +$9,223,198 | -$3,320,816 | +$5,902,382 | VTI, IWN, TIP, VBR, IAU | 13F-HR | 28 May 2019, 12:04 |
| Q4 2015 | 71 | $166,918,000 | +$10,899,613 | -$4,080,811 | +$6,818,802 | VTI, IWN, TIP, VBR, EFV | 13F-HR | 28 May 2019, 12:56 |
| Q3 2015 | 67 | $157,041,000 | +$18,405,423 | -$4,290,183 | +$14,115,240 | VTI, IWN, TIP, VBR, EFV | 13F-HR | 24 May 2019, 15:09 |
| Q2 2015 | 67 | $155,581,000 | +$981,799 | -$4,050,772 | -$3,068,973 | VTI, IWN, TIP, EFV, VBR | 13F-HR | 24 May 2019, 16:50 |
| Q1 2015 | 67 | $159,902,000 | +$6,749,896 | -$1,559,121 | +$5,190,775 | VTI, IWN, TIP, EFV, VBR | 13F-HR | 28 May 2019, 21:09 |
| Q4 2014 | 66 | $153,742,000 | +$5,570,861 | -$1,267,605 | +$4,303,256 | VTI, IWN, TIP, EFV, VBR | 13F-HR | 31 May 2019, 09:16 |
| Q3 2014 | 63 | $146,359,000 | +$3,825,369 | -$645,416 | +$3,179,953 | VTI, IWN, TIP, EFV, VBR | 13F-HR | 31 May 2019, 09:00 |
| Q2 2014 | 61 | $148,741,000 | +$5,519,928 | -$101,027 | +$5,418,901 | VTI, IWN, TIP, EFV, VBR | 13F-HR | 31 May 2019, 08:49 |
| Q1 2014 | 54 | $139,258,000 | +$4,599,342 | -$172,315 | +$4,427,027 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 31 May 2019, 08:37 |
| Q4 2013 | 52 | $132,434,000 | +$1,917,812 | -$314,947 | +$1,602,865 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 21:54 |
| Q3 2013 | 50 | $124,020,000 | +$2,211,909 | -$670,445 | +$1,541,464 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 21:43 |
| Q2 2013 | 49 | $116,433,000 | +$4,491,043 | -$833,668 | +$3,657,375 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 19:26 |
| Q1 2013 | 49 | $112,916,000 | +$1,033,341 | -$1,008,713 | +$24,628 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 17:42 |
| Q4 2012 | 48 | $104,695,000 | +$8,080,055 | -$62,173 | +$8,017,882 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 15:03 |
| Q3 2012 | 44 | $95,588,000 | +$4,300,476 | -$85,213 | +$4,215,263 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 14:51 |
| Q2 2012 | 41 | $87,301,000 | +$11,130,858 | -$27,989,750 | -$16,858,892 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 14:41 |
| Q1 2012 | 36 | $106,454,000 | $0 | $0 | $0 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 30 May 2019, 13:45 |