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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 67 | $195,125,447 | +$14,684,968 | -$3,697,825 | +$10,987,143 | VOO, VB, VEA, STX, FNDX | 13F-HR | 11 Feb 2026, 10:58 |
| Q3 2025 | 66 | $177,673,506 | +$891,103 | -$2,357,413 | -$1,466,310 | VOO, VB, VEA, STX, VOT | 13F-HR | 12 Nov 2025, 11:40 |
| Q2 2025 | 64 | $162,154,715 | +$3,883,526 | -$2,996,296 | +$887,230 | VOO, VB, VEA, STX, VOT | 13F-HR | 13 Aug 2025, 11:18 |
| Q1 2025 | 57 | $145,454,628 | +$3,781,442 | -$2,604,709 | +$1,176,733 | VB, VOO, VEA, STX, VOT | 13F-HR | 14 May 2025, 10:42 |
| Q4 2024 | 59 | $148,131,349 | +$2,183,284 | -$5,062,629 | -$2,879,345 | VB, VOO, VEA, STX, VOT | 13F-HR | 12 Feb 2025, 10:45 |
| Q3 2024 | 64 | $155,559,683 | +$9,762,038 | -$3,843,311 | +$5,918,727 | VB, VOO, VEA, STX, VOT | 13F-HR | 13 Nov 2024, 13:20 |
| Q2 2024 | 46 | $140,483,942 | +$1,487,218 | -$3,997,909 | -$2,510,691 | VOO, VB, VEA, STX, VOT | 13F-HR | 09 Aug 2024, 14:28 |
| Q1 2024 | 46 | $142,039,752 | +$1,757,178 | -$1,328,952 | +$428,226 | VB, VOO, VEA, STX, VOT | 13F-HR | 10 May 2024, 15:40 |
| Q4 2023 | 43 | $132,501,365 | +$416,417 | -$1,586,066 | -$1,169,649 | VB, VOO, VEA, STX, VOT | 13F-HR | 14 Feb 2024, 15:50 |
| Q3 2023 | 43 | $119,209,256 | +$3,872,913 | -$1,579,147 | +$2,293,766 | VB, VOO, VEA, STX, VOT | 13F-HR | 13 Nov 2023, 14:37 |
| Q2 2023 | 43 | $121,237,862 | +$384,941 | -$1,381,400 | -$996,459 | VB, VOO, VEA, STX, VOT | 13F-HR | 11 Aug 2023, 15:47 |
| Q1 2023 | 42 | $117,492,341 | +$4,686,955 | -$2,021,258 | +$2,665,697 | VB, VOO, VEA, STX, VOT | 13F-HR | 10 May 2023, 15:52 |
| Q4 2022 | 43 | $108,190,774 | +$6,445,776 | -$863,818 | +$5,581,958 | VB, VOO, VEA, STX, VOT | 13F-HR | 08 Feb 2023, 14:13 |
| Q3 2022 | 40 | $95,014,000 | +$922,116 | -$2,052,672 | -$1,130,556 | VB, VOO, VEA, STX, CCI | 13F-HR | 14 Nov 2022, 09:23 |
| Q2 2022 | 44 | $105,182,000 | +$1,180,405 | -$1,906,881 | -$726,476 | VB, VOO, VEA, STX, CCI | 13F-HR | 10 Aug 2022, 14:07 |
| Q1 2022 | 47 | $126,940,000 | +$3,926,955 | -$4,516,735 | -$589,780 | VB, VOO, VEA, STX, CCI | 13F-HR | 13 May 2022, 13:36 |
| Q4 2021 | 54 | $135,237,000 | +$3,367,469 | -$929,442 | +$2,438,027 | VB, VOO, VEA, STX, CCI | 13F-HR | 09 Feb 2022, 15:31 |
| Q3 2021 | 46 | $121,576,000 | +$1,426,085 | -$4,998,646 | -$3,572,561 | VB, VOO, VEA, STX, CCI | 13F-HR | 12 Nov 2021, 14:29 |
| Q2 2021 | 49 | $129,662,000 | +$13,654,932 | -$12,147,264 | +$1,507,668 | VB, VOO, VEA, STX, CCI | 13F-HR | 11 Aug 2021, 16:35 |
| Q1 2021 | 44 | $120,119,000 | +$8,465,971 | -$7,324,659 | +$1,141,312 | VB, VOO, VEA, STX, CCI | 13F-HR | 17 May 2021, 09:08 |
| Q4 2020 | 43 | $111,460,000 | +$2,500,657 | -$2,291,184 | +$209,473 | VB, VEA, VOO, STX, MTX | 13F-HR | 10 Feb 2021, 13:47 |
| Q3 2020 | 37 | $93,035,000 | +$2,266,664 | -$1,898,711 | +$367,953 | VB, VEA, VOO, STX, MTX | 13F-HR | 13 Nov 2020, 14:03 |
| Q2 2020 | 35 | $88,128,000 | +$3,294,988 | -$1,432,212 | +$1,862,776 | VB, VEA, VOO, STX, MTX | 13F-HR | 13 Aug 2020, 09:43 |
| Q1 2020 | 34 | $72,491,000 | +$5,596,180 | -$7,937,852 | -$2,341,672 | VB, VEA, VOO, STX, MTX | 13F-HR | 13 May 2020, 12:36 |
| Q4 2019 | 42 | $97,136,000 | $0 | $0 | $0 | VB, VEA, VOO, STX, VEU | 13F-HR | 06 Feb 2020, 15:05 |