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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 268 | $408,998,810 | +$27,064,584 | -$15,063,310 | +$12,001,274 | DIVZ, TFLO, QUAL, VTI, AAPL | 13F-HR | 09 Feb 2026, 18:34 |
| Q3 2025 | 264 | $393,064,337 | +$38,140,205 | -$24,967,415 | +$13,172,790 | DIVZ, TFLO, QUAL, JAAA, VTI | 13F-HR | 10 Nov 2025, 18:29 |
| Q2 2025 | 246 | $361,549,609 | +$41,618,168 | -$30,753,439 | +$10,864,729 | DIVZ, TFLO, QUAL, JAAA, BOXX | 13F-HR | 11 Aug 2025, 18:55 |
| Q1 2025 | 222 | $332,013,573 | +$16,411,549 | -$5,171,293 | +$11,240,256 | TFLO, DIVZ, QUAL, JAAA, BOXX | 13F-HR | 28 Apr 2025, 14:18 |
| Q4 2024 | 220 | $325,112,032 | +$25,556,128 | -$14,834,740 | +$10,721,388 | TFLO, DIVZ, QUAL, JAAA, AAPL | 13F-HR | 07 Jan 2025, 18:41 |
| Q3 2024 | 223 | $314,698,247 | +$20,633,308 | -$3,868,789 | +$16,764,519 | DIVZ, QUAL, TFLO, JAAA, AAPL | 13F-HR | 14 Nov 2024, 13:17 |
| Q2 2024 | 205 | $286,578,537 | +$20,847,500 | -$7,262,820 | +$13,584,680 | QUAL, DIVZ, TFLO, JAAA, VTI | 13F-HR | 12 Jul 2024, 13:12 |
| Q1 2024 | 199 | $270,196,881 | +$14,670,434 | -$4,755,797 | +$9,914,637 | QUAL, DIVZ, TFLO, VTI, AAPL | 13F-HR | 16 Apr 2024, 15:16 |
| Q4 2023 | 194 | $245,983,352 | +$13,183,014 | -$5,444,158 | +$7,738,856 | DIVZ, QUAL, TFLO, AAPL, VTI | 13F-HR | 22 Jan 2024, 14:26 |
| Q3 2023 | 186 | $221,369,665 | +$8,634,983 | -$6,258,069 | +$2,376,914 | DIVZ, QUAL, TFLO, SHV, AAPL | 13F-HR | 13 Oct 2023, 17:25 |
| Q2 2023 | 183 | $226,572,566 | +$12,363,809 | -$13,526,228 | -$1,162,419 | DIVZ, QUAL, TFLO, SHV, AAPL | 13F-HR | 19 Jul 2023, 13:52 |
| Q1 2023 | 179 | $218,283,723 | +$27,188,535 | -$13,337,324 | +$13,851,211 | DIVZ, QUAL, TFLO, SHV, AAPL | 13F-HR | 11 Apr 2023, 14:47 |
| Q4 2022 | 176 | $195,970,271 | +$21,107,749 | -$11,277,846 | +$9,829,903 | DIVZ, QUAL, SHV, AOM, VTI | 13F-HR | 09 Jan 2023, 12:57 |
| Q3 2022 | 166 | $174,187,000 | +$14,751,418 | -$16,684,293 | -$1,932,875 | QUAL, DIVZ, AOM, AOK, VTI | 13F-HR | 03 Oct 2022, 18:52 |
| Q2 2022 | 166 | $178,842,000 | +$10,874,105 | -$9,194,899 | +$1,679,206 | QUAL, DIVZ, AOK, VTI, AOM | 13F-HR | 19 Jul 2022, 19:08 |
| Q1 2022 | 169 | $206,184,000 | +$8,940,591 | -$2,890,376 | +$6,050,215 | QUAL, DIVZ, VTI, AOK, VIG | 13F-HR | 06 May 2022, 16:45 |
| Q4 2021 | 167 | $207,690,000 | +$13,886,192 | -$4,339,374 | +$9,546,818 | QUAL, DIVZ, AOK, VIG, AOM | 13F-HR | 31 Jan 2022, 18:35 |
| Q3 2021 | 148 | $184,100,000 | +$12,504,562 | -$4,653,689 | +$7,850,873 | QUAL, DIVZ, AOK, AOM, VIG | 13F-HR | 28 Oct 2021, 12:14 |
| Q2 2021 | 144 | $177,513,000 | +$20,174,625 | -$15,306,741 | +$4,867,884 | QUAL, DIVZ, AOK, AOM, VIG | 13F-HR | 06 Jul 2021, 17:26 |
| Q1 2021 | 137 | $162,827,000 | +$12,879,731 | -$14,401,629 | -$1,521,898 | QUAL, AOK, AOM, VIG, USMV | 13F-HR | 06 Apr 2021, 19:30 |
| Q4 2020 | 135 | $160,375,000 | +$9,021,419 | -$33,116,612 | -$24,095,193 | AOK, QUAL, USMV, AOM, VIG | 13F-HR | 28 Jan 2021, 19:41 |
| Q3 2020 | 955 | $173,592,000 | +$11,935,724 | -$15,948,905 | -$4,013,181 | AOK, QUAL, USMV, AOM, VIG | 13F-HR | 27 Oct 2020, 17:49 |
| Q2 2020 | 931 | $171,749,000 | +$11,650,007 | -$9,498,554 | +$2,151,453 | AOK, QUAL, USMV, AOM, AGG | 13F-HR | 23 Jul 2020, 18:17 |
| Q1 2020 | 835 | $152,847,000 | +$19,342,949 | -$32,847,243 | -$13,504,294 | AOK, USMV, QUAL, AOM, ISTB | 13F-HR | 28 Apr 2020, 17:22 |
| Q4 2019 | 833 | $183,365,000 | +$8,746,681 | -$11,684,816 | -$2,938,135 | SHY, AOK, USMV, QUAL, AOM | 13F-HR | 31 Jan 2020, 13:47 |
| Q3 2019 | 821 | $188,144,000 | +$5,100,484 | -$2,251,976 | +$2,848,508 | SHY, AOK, USMV, QUAL, AOM | 13F-HR | 22 Nov 2019, 12:30 |
| Q2 2019 | 807 | $183,352,000 | +$8,941,372 | -$181,905,233 | -$172,963,861 | SHY, AOK, USMV, QUAL, AOM | 13F-HR | 05 Aug 2019, 12:26 |
| Q1 2019 | 1,532 | $353,068,000 | $0 | $0 | $0 | PIMCO INCOME FUND INSTITUTIONAL FUND, SHY, PERFORMANCE TRUST STRATEGIC BOND FD, AOK, VANGUARD/WELLESLEY INCOME INVESTOR | 13F-HR | 19 Jun 2019, 14:31 |