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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 132 | $347,780,292 | +$30,534,076 | -$34,501,829 | -$3,967,753 | SCHB, SGOL, NVDA, JAAA, GOOG | 13F-HR | 02 Feb 2026, 16:10 |
| Q3 2025 | 139 | $347,461,667 | +$33,182,019 | -$44,461,627 | -$11,279,608 | SCHB, SGOL, JAAA, NVDA, JBBB | 13F-HR | 21 Oct 2025, 19:27 |
| Q2 2025 | 147 | $337,619,142 | +$39,082,047 | -$32,298,993 | +$6,783,054 | SCHB, JAAA, SGOL, JBBB, NVDA | 13F-HR | 10 Sep 2025, 17:09 |
| Q1 2025 | 124 | $307,826,907 | +$45,690,892 | -$51,482,708 | -$5,791,816 | SCHB, SGOL, JAAA, JBBB, SCHO | 13F-HR | 05 May 2025, 17:40 |
| Q4 2024 | 134 | $318,612,026 | +$17,096,343 | -$12,377,797 | +$4,718,546 | SCHB, SCHO, SGOL, AAPL, SCHI | 13F-HR | 04 Feb 2025, 19:33 |
| Q3 2024 | 129 | $249,108,536 | +$40,167,122 | -$55,094,157 | -$14,927,035 | JBBB, MSFT, AAPL, SGOL, AMZN | 13F-HR | 21 Oct 2024, 12:21 |
| Q2 2024 | 121 | $293,164,723 | +$39,699,000 | -$33,260,223 | +$6,438,777 | SCHB, CSHI, MSFT, AAPL, JAAA | 13F-HR | 21 Oct 2024, 11:36 |
| Q1 2024 | 112 | $280,071,615 | +$26,928,405 | -$12,619,148 | +$14,309,257 | SCHB, CSHI, USFR, SHY, QSIG | 13F-HR | 21 Oct 2024, 11:23 |
| Q4 2023 | 109 | $253,119,266 | +$66,676,295 | -$61,116,020 | +$5,560,275 | SCHB, CSHI, USFR, SGOL, SHY | 13F-HR | 08 Feb 2024, 16:58 |
| Q3 2023 | 104 | $233,324,834 | +$41,350,821 | -$43,915,631 | -$2,564,810 | SCHB, USFR, SGOL, VRIG, CSHI | 13F-HR | 04 Dec 2023, 16:30 |
| Q2 2023 | 99 | $241,056,866 | +$73,757,514 | -$69,964,483 | +$3,793,031 | SCHB, USFR, VRIG, ULST, BIL | 13F-HR | 25 Jul 2023, 17:11 |
| Q1 2023 | 106 | $231,379,871 | +$45,974,884 | -$26,427,238 | +$19,547,646 | USFR, SCHB, SPSB, SPLV, SGOV | 13F-HR | 19 Apr 2023, 18:08 |
| Q4 2022 | 94 | $205,815,781 | +$50,903,990 | -$41,838,146 | +$9,065,844 | USFR, SCHB, SPSB, SPLV, SPXU | 13F-HR | 19 Jan 2023, 19:28 |
| Q3 2022 | 89 | $198,766,000 | +$59,637,123 | -$50,253,688 | +$9,383,435 | SPXU, SCHB, USFR, CMDY, SPLV | 13F-HR | 20 Oct 2022, 13:38 |
| Q2 2022 | 103 | $202,537,000 | +$43,475,485 | -$63,204,789 | -$19,729,304 | SCHB, USIG, SCHF, VFVA, FTSM | 13F-HR | 25 Jul 2022, 19:16 |
| Q1 2022 | 118 | $260,392,000 | +$33,791,342 | -$14,909,770 | +$18,881,572 | SCHB, USIG, SCHF, VFVA, ICSH | 13F-HR | 06 May 2022, 14:00 |
| Q4 2021 | 123 | $272,507,000 | +$36,535,245 | -$34,687,882 | +$1,847,363 | SCHB, USIG, SCHF, VFVA, ICSH | 13F-HR | 19 Jan 2022, 16:26 |
| Q3 2021 | 122 | $259,392,000 | +$24,870,011 | -$9,643,983 | +$15,226,028 | SCHB, USIG, SCHF, ICSH, SPLV | 13F-HR | 15 Oct 2021, 13:40 |
| Q2 2021 | 124 | $246,893,000 | +$26,595,271 | -$9,621,717 | +$16,973,554 | SCHB, USIG, SCHF, ICSH, SJNK | 13F-HR | 19 Jul 2021, 15:33 |
| Q1 2021 | 121 | $216,323,000 | +$52,280,304 | -$22,333,163 | +$29,947,141 | SCHB, USIG, SCHF, ICSH, SJNK | 13F-HR | 28 Apr 2021, 17:50 |
| Q4 2020 | 110 | $183,369,000 | +$35,777,912 | -$16,517,586 | +$19,260,326 | SCHB, SCHF, ICSH, SJNK, USIG | 13F-HR | 29 Jan 2021, 17:55 |
| Q3 2020 | 105 | $150,989,000 | +$40,010,812 | -$21,344,519 | +$18,666,293 | SCHB, SCHF, ICSH, USMV, SPLV | 13F-HR | 30 Oct 2020, 08:10 |
| Q2 2020 | 86 | $124,155,000 | +$18,917,031 | -$5,427,563 | +$13,489,468 | SCHB, SCHO, SCHF, USMV, SPLV | 13F-HR | 03 Aug 2020, 20:00 |
| Q1 2020 | 65 | $94,904,000 | +$7,841,961 | -$28,787,443 | -$20,945,482 | SCHB, SCHO, SCHF, USMV, SPLV | 13F-HR | 13 May 2020, 09:21 |
| Q4 2019 | 90 | $131,592,000 | +$17,772,037 | -$5,005,942 | +$12,766,095 | SCHB, SCHF, SCHO, USMV, SPLV | 13F-HR | 27 Jan 2020, 17:21 |
| Q3 2019 | 83 | $115,131,000 | $0 | $0 | $0 | SCHB, SCHF, SCHO, USMV, SPLV | 13F-HR | 06 Nov 2019, 16:07 |