Notify me when John W. Brooker & Co., CPAs files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 57 | $55,858,416 | +$10,480,144 | -$4,238,543 | +$6,241,601 | JPST, JCPB, IJR, TOTL, BOND | 13F-HR | 13 Jan 2026, 12:54 |
| Q3 2025 | 48 | $49,230,544 | +$5,412,680 | -$536,090 | +$4,876,590 | JPST, JCPB, IJR, BOND, TOTL | 13F-HR | 16 Oct 2025, 11:32 |
| Q2 2025 | 36 | $42,674,525 | +$2,849,804 | -$211,600,391 | -$208,750,587 | JPST, JCPB, IJR, BOND, TOTL | 13F-HR | 16 Jul 2025, 15:39 |
| Q1 2025 | 77 | $241,756,034 | +$22,089,619 | -$8,255,303 | +$13,834,316 | JCPB, JPST, FBND, BINC, IJR | 13F-HR | 30 Apr 2025, 11:44 |
| Q4 2024 | 75 | $231,824,558 | +$42,837,628 | -$6,445,511 | +$36,392,117 | FBND, JPST, JCPB, IJR, BOND | 13F-HR | 27 Jan 2025, 11:32 |
| Q3 2024 | 75 | $217,864,035 | +$10,653,267 | -$3,145,697 | +$7,507,570 | FBND, BOND, IJR, JPST, JCPB | 13F-HR | 28 Oct 2024, 12:00 |
| Q2 2024 | 75 | $199,625,371 | +$19,089,250 | -$6,312,496 | +$12,776,754 | BOND, FBND, JPST, IJR, JCPB | 13F-HR | 11 Jul 2024, 11:17 |
| Q1 2024 | 74 | $186,163,933 | +$12,045,018 | -$5,890,217 | +$6,154,801 | BOND, FBND, IJR, JPST, SCHD | 13F-HR | 17 Apr 2024, 10:55 |
| Q4 2023 | 70 | $173,431,299 | +$10,574,881 | -$7,225,361 | +$3,349,520 | BOND, JPST, FBND, IJR, SCHD | 13F-HR | 18 Jan 2024, 16:14 |
| Q3 2023 | 67 | $158,185,474 | +$17,611,617 | -$8,717,215 | +$8,894,402 | BOND, JPST, IJR, FBND, SCHD | 13F-HR | 13 Oct 2023, 16:39 |
| Q2 2023 | 65 | $154,472,102 | +$4,862,100 | -$5,229,498 | -$367,398 | JPST, BOND, IJR, SCHD, PG | 13F-HR | 21 Jul 2023, 15:30 |
| Q1 2023 | 64 | $151,014,897 | +$3,833,708 | -$11,157,939 | -$7,324,231 | JPST, BOND, IJR, SCHD, PG | 13F-HR | 14 Apr 2023, 15:07 |
| Q4 2022 | 62 | $152,943,718 | +$10,451,121 | -$19,706,252 | -$9,255,131 | JPST, BOND, IJR, SCHD, PG | 13F-HR | 13 Jan 2023, 17:09 |
| Q3 2022 | 181 | $155,609,000 | +$8,382,832 | -$8,904,062 | -$521,230 | JPST, BOND, IJR, MINT, VUSB | 13F-HR | 17 Oct 2022, 12:00 |
| Q2 2022 | 179 | $163,511,000 | +$3,827,817 | -$6,707,490 | -$2,879,673 | BOND, JPST, MINT, IJR, VUSB | 13F-HR | 12 Jul 2022, 17:06 |
| Q1 2022 | 177 | $184,511,000 | +$14,900,042 | -$10,621,340 | +$4,278,702 | BOND, JPST, MINT, IJR, VUSB | Restatement | 18 Apr 2022, 13:22 |
| Q4 2021 | 183 | $194,448,000 | +$13,532,432 | -$4,654,031 | +$8,878,401 | BOND, MINT, JPST, VUSB, IJR | 13F-HR | 14 Jan 2022, 12:09 |
| Q3 2021 | 186 | $177,598,000 | +$9,368,243 | -$2,586,356 | +$6,781,887 | MINT, BOND, JPST, TOTL, IJR | 13F-HR | 07 Oct 2021, 12:37 |
| Q2 2021 | 187 | $171,404,000 | +$12,430,101 | -$7,509,995 | +$4,920,106 | MINT, BOND, JPST, TOTL, IJR | 13F-HR | 09 Jul 2021, 11:47 |
| Q1 2021 | 168 | $160,869,000 | +$8,811,860 | -$4,349,531 | +$4,462,329 | BOND, MINT, JPST, TOTL, IJR | 13F-HR | 08 Apr 2021, 14:15 |
| Q4 2020 | 161 | $152,933,000 | +$10,409,722 | -$10,940,172 | -$530,450 | BOND, MINT, JPST, TOTL, USMV | 13F-HR | 11 Jan 2021, 11:06 |
| Q3 2020 | 158 | $143,583,000 | +$6,914,023 | -$7,229,269 | -$315,246 | BOND, TOTL, MINT, JPST, ACWV | 13F-HR | 05 Oct 2020, 15:26 |
| Q2 2020 | 162 | $140,474,000 | +$11,610,443 | -$23,292,674 | -$11,682,231 | BOND, TOTL, MINT, JPST, ACWV | 13F-HR | 06 Jul 2020, 12:20 |
| Q1 2020 | 168 | $138,863,000 | +$3,190,626 | -$1,689,108 | +$1,501,518 | BOND, TOTL, MINT, JPST, VCSH | 13F-HR | 03 Apr 2020, 15:04 |
| Q4 2019 | 159 | $156,502,000 | $0 | $0 | $0 | BOND, TOTL, MINT, JPST, VCSH | 13F-HR | 27 Jan 2020, 12:33 |