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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 316 | $2.46B | +$154M | -$13.1M | +$141M | VOO, VTI, DFUS, ITOT, VXUS | 13F-HR | 11/10/2025, 03:53 PM |
| Q2 2025 | 291 | $2.17B | +$155M | -$44.5M | +$111M | VOO, VTI, DFUS, ITOT, DFAC | 13F-HR | 8/1/2025, 04:14 PM |
| Q1 2025 | 301 | $1.89B | +$202M | -$13.2M | +$188M | DFUS, VOO, VTI, DFAC, VXUS | 13F-HR | 4/15/2025, 03:23 PM |
| Q4 2024 | 295 | $1.75B | +$188M | -$12.3M | +$176M | DFUS, VOO, VTI, DFAC, ITOT | 13F-HR | 1/16/2025, 01:15 PM |
| Q3 2024 | 276 | $1.58B | +$84.2M | -$18.1M | +$66.1M | VTI, VOO, DFUS, DFAC, ITOT | 13F-HR | 10/15/2024, 02:22 PM |
| Q2 2024 | 267 | $1.43B | +$81.5M | -$16.9M | +$64.6M | VTI, VOO, DFUS, ITOT, DFAC | 13F-HR | 7/19/2024, 02:34 PM |
| Q1 2024 | 266 | $1.35B | +$121M | -$21.1M | +$99.4M | VTI, VOO, DFUS, ITOT, DFAC | 13F-HR | 4/24/2024, 01:47 PM |
| Q4 2023 | 254 | $1.16B | +$98.6M | -$25.2M | +$73.5M | VTI, VOO, ITOT, DFUS, VXUS | 13F-HR | 1/31/2024, 02:13 PM |
| Q3 2023 | 232 | $987M | +$75M | -$26.2M | +$48.8M | VTI, VOO, ITOT, DFUS, VXUS | 13F-HR | 10/11/2023, 02:51 PM |
| Q2 2023 | 247 | $975M | +$76.7M | -$28.2M | +$48.5M | VTI, ITOT, VOO, VBR, DFUS | 13F-HR | 7/18/2023, 11:15 AM |
| Q1 2023 | 229 | $876M | +$74M | -$28.9M | +$45.1M | VTI, ITOT, VOO, VBR, VT | 13F-HR | 5/10/2023, 07:32 PM |
| Q4 2022 | 227 | $784M | +$100M | -$28.1M | +$71.9M | VTI, ITOT, VBR, VOO, VT | Restatement | 5/17/2023, 04:10 PM |
| Q3 2022 | 217 | $663M | +$89.2M | -$10.6M | +$78.5M | VTI, ITOT, VBR, VT, IAU | 13F-HR | 10/18/2022, 11:37 AM |
| Q2 2022 | 215 | $623M | +$141M | -$16.1M | +$124M | VTI, ITOT, VBR, IAU, VT | 13F-HR | 7/14/2022, 10:28 AM |
| Q1 2022 | 218 | $592M | +$104M | -$51.6M | +$52.3M | VTI, VBR, ITOT, AAPL, IWN | 13F-HR | 4/21/2022, 10:51 AM |
| Q4 2021 | 207 | $564M | +$106M | -$4.14M | +$102M | VTI, VBR, IAU, AAPL, ITOT | 13F-HR | 2/10/2022, 04:16 PM |
| Q3 2021 | 165 | $432M | +$34.3M | -$5.47M | +$28.9M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 10/19/2021, 05:49 PM |
| Q2 2021 | 143 | $408M | +$50.7M | -$34.9M | +$15.8M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 7/26/2021, 02:22 PM |
| Q1 2021 | 128 | $373M | +$35.9M | -$7.15M | +$28.7M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 4/21/2021, 04:20 PM |
| Q4 2020 | 110 | $325M | +$15.8M | -$6.68M | +$9.15M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 1/20/2021, 01:47 PM |
| Q3 2020 | 97 | $277M | +$13.3M | -$8.7M | +$4.57M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 10/13/2020, 12:49 PM |
| Q2 2020 | 92 | $259M | +$4.39M | -$8.49M | -$4.1M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 7/23/2020, 09:07 AM |
| Q1 2020 | 90 | $226M | +$24.8M | -$9.19M | +$15.6M | VTI, VBR, IAU, IWN, ITOT | 13F-HR | 5/5/2020, 05:43 PM |
| Q4 2019 | 102 | $262M | +$14.7M | -$4.39M | +$10.3M | VTI, VBR, IWN, IAU, SYK | 13F-HR | 1/21/2020, 09:26 AM |
| Q3 2019 | 87 | $237M | +$4.29M | -$7.77M | -$3.48M | VTI, VBR, IWN, SYK, IAU | 13F-HR | 10/17/2019, 01:30 PM |
| Q2 2019 | 90 | $239M | +$8.53M | -$8.19M | +$340K | VTI, VBR, IWN, TIP, SYK | 13F-HR | 7/24/2019, 09:30 AM |
| Q1 2019 | 86 | $232M | +$5.65M | -$3.83M | +$1.82M | VTI, VBR, IWN, TIP, SYK | 13F-HR | 5/14/2019, 04:48 PM |
| Q4 2018 | 82 | $207M | +$27.9M | -$4.04M | +$23.9M | VTI, VBR, IWN, TIP, SYK | 13F-HR | 5/16/2019, 12:11 PM |
| Q3 2018 | 78 | $210M | +$11.2M | -$4.65M | +$6.54M | VTI, IWN, VBR, TIP, SYK | 13F-HR | 5/24/2019, 11:25 AM |
| Q2 2018 | 76 | $196M | +$2.03M | -$4.4M | -$2.38M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/24/2019, 10:30 AM |
| Q1 2018 | 77 | $191M | +$3.09M | -$6.83M | -$3.74M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/24/2019, 10:11 AM |
| Q4 2017 | 82 | $205M | +$3.08M | -$5.26M | -$2.18M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/23/2019, 05:18 PM |
| Q3 2017 | 81 | $197M | +$3.91M | -$3.62M | +$290K | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/23/2019, 05:37 PM |
| Q2 2017 | 77 | $188M | +$8.17M | -$2.27M | +$5.9M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/23/2019, 04:58 PM |
| Q1 2017 | 79 | $179M | +$3.92M | -$13.5M | -$9.58M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/23/2019, 04:38 PM |
| Q4 2016 | 76 | $184M | +$982K | -$6.34M | -$5.35M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/28/2019, 02:55 PM |
| Q3 2016 | 74 | $182M | +$1.68M | -$6.66M | -$4.97M | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/28/2019, 01:07 PM |
| Q2 2016 | 75 | $182M | +$2.05M | -$3.01M | -$955K | VTI, IWN, VBR, TIP, IAU | 13F-HR | 5/28/2019, 12:36 PM |
| Q1 2016 | 71 | $177M | +$9.22M | -$3.32M | +$5.9M | VTI, IWN, TIP, VBR, IAU | 13F-HR | 5/28/2019, 12:04 PM |
| Q4 2015 | 71 | $167M | +$10.9M | -$4.08M | +$6.82M | VTI, IWN, TIP, VBR, EFV | 13F-HR | 5/28/2019, 12:56 PM |
| Q3 2015 | 67 | $157M | +$18.4M | -$4.29M | +$14.1M | VTI, IWN, TIP, VBR, EFV | 13F-HR | 5/24/2019, 03:09 PM |
| Q2 2015 | 67 | $156M | +$982K | -$4.05M | -$3.07M | VTI, IWN, TIP, EFV, VBR | 13F-HR | 5/24/2019, 04:50 PM |
| Q1 2015 | 67 | $160M | +$6.75M | -$1.56M | +$5.19M | VTI, IWN, TIP, EFV, VBR | 13F-HR | 5/28/2019, 09:09 PM |
| Q4 2014 | 66 | $154M | +$5.57M | -$1.27M | +$4.3M | VTI, IWN, TIP, EFV, VBR | 13F-HR | 5/31/2019, 09:16 AM |
| Q3 2014 | 63 | $146M | +$3.83M | -$645K | +$3.18M | VTI, IWN, TIP, EFV, VBR | 13F-HR | 5/31/2019, 09:00 AM |
| Q2 2014 | 61 | $149M | +$5.52M | -$101K | +$5.42M | VTI, IWN, TIP, EFV, VBR | 13F-HR | 5/31/2019, 08:49 AM |
| Q1 2014 | 54 | $139M | +$4.6M | -$172K | +$4.43M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/31/2019, 08:37 AM |
| Q4 2013 | 52 | $132M | +$1.92M | -$315K | +$1.6M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 09:54 PM |
| Q3 2013 | 50 | $124M | +$2.21M | -$670K | +$1.54M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 09:43 PM |
| Q2 2013 | 49 | $116M | +$4.49M | -$834K | +$3.66M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 07:26 PM |
| Q1 2013 | 49 | $113M | +$1.03M | -$1.01M | +$24.6K | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 05:42 PM |
| Q4 2012 | 48 | $105M | +$8.08M | -$62.2K | +$8.02M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 03:03 PM |
| Q3 2012 | 44 | $95.6M | +$4.3M | -$85.2K | +$4.22M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 02:51 PM |
| Q2 2012 | 41 | $87.3M | +$11.1M | -$28M | -$16.9M | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 02:41 PM |
| Q1 2012 | 36 | $106M | $0 | $0 | IWN, VTI, TIP, EFV, VBR | 13F-HR | 5/30/2019, 01:45 PM |