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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 26 | $91,093,380 | +$2,116,904 | -$6,423,948 | -$4,307,044 | FBCG, FBND, FVAL, ESGU, VOO | 13F-HR | 09 Feb 2026, 15:59 |
| Q3 2025 | 28 | $93,255,463 | +$2,589,819 | -$3,355,174 | -$765,355 | FBCG, FBND, FVAL, ESGU, VOO | 13F-HR | 04 Nov 2025, 18:33 |
| Q2 2025 | 28 | $86,602,712 | +$19,181,112 | -$4,080,831 | +$15,100,281 | FBCG, FBND, FVAL, ESGU, VOO | 13F-HR | 13 Aug 2025, 19:02 |
| Q1 2025 | 28 | $64,383,231 | +$1,240,894 | -$116,511,724 | -$115,270,830 | FBCG, FBND, ESGU, FVAL, VOO | 13F-HR | 06 May 2025, 13:44 |
| Q4 2024 | 39 | $191,048,101 | +$18,291,335 | -$59,188,477 | -$40,897,142 | FBCG, FBND, FVAL, VBR, PHYL | 13F-HR | 05 Feb 2025, 12:55 |
| Q3 2024 | 35 | $231,025,267 | +$6,417,125 | -$1,982,906 | +$4,434,219 | FBCG, FVAL, FBND, IWR, VBR | 13F-HR | 12 Nov 2024, 13:08 |
| Q2 2024 | 34 | $215,208,286 | +$7,476,613 | -$7,983,309 | -$506,696 | FBCG, FVAL, FBND, IWR, VBR | 13F-HR | 01 Aug 2024, 10:11 |
| Q1 2024 | 47 | $212,093,152 | +$9,357,348 | -$5,347,875 | +$4,009,473 | FBCG, FVAL, FBND, IWR, VBR | Restatement | 13 May 2024, 12:57 |
| Q4 2023 | 69 | $192,315,244 | +$19,777,254 | -$15,511,766 | +$4,265,488 | FBCG, FVAL, FBND, IWR, VBR | 13F-HR | 31 Jan 2024, 08:29 |
| Q3 2023 | 81 | $169,048,208 | +$7,564,359 | -$2,740,899 | +$4,823,460 | FBCG, FVAL, FBND, IWR, ESGU | 13F-HR | 07 Nov 2023, 16:41 |
| Q2 2023 | 83 | $171,275,528 | +$16,262,518 | -$11,324,452 | +$4,938,066 | FBCG, FVAL, FBND, IWR, ESGU | 13F-HR | 10 Aug 2023, 10:19 |
| Q1 2023 | 79 | $153,340,511 | +$6,546,925 | -$7,071,584 | -$524,659 | FBCG, FVAL, FBND, IWR, ESGU | 13F-HR | 15 May 2023, 17:17 |
| Q4 2022 | 218 | $140,928,686 | +$103,545,778 | -$104,593,497 | -$1,047,719 | FBCG, FVAL, FBND, IWR, ESGU | 13F-HR | 14 Feb 2023, 09:06 |
| Q3 2022 | 213 | $132,133,000 | +$25,981,302 | -$15,043,575 | +$10,937,727 | ESGU, VOO, EFV, SIGI, IYH | 13F-HR | 14 Nov 2022, 09:00 |
| Q2 2022 | 170 | $129,763,054 | +$16,630,859 | -$9,098,756 | +$7,532,103 | ESGU, VOO, VLUE, EFV, ESGE | 13F-HR | 16 Aug 2022, 11:30 |
| Q1 2022 | 247 | $144,438,000 | +$33,541,576 | -$15,166,740 | +$18,374,836 | VOO, ESGU, EFV, VLUE, ESGE | 13F-HR | 16 May 2022, 13:47 |
| Q4 2021 | 218 | $132,494,000 | +$32,103,814 | -$9,819,891 | +$22,283,923 | ESGU, VOO, VLUE, EFV, IVV | 13F-HR | 11 Feb 2022, 17:25 |
| Q3 2021 | 175 | $101,996,000 | +$17,965,851 | -$2,312,415 | +$15,653,436 | ESGU, VOO, VLUE, IVV, VDE | 13F-HR | 01 Nov 2021, 17:24 |
| Q2 2021 | 161 | $89,532,000 | +$10,404,956 | -$10,804,271 | -$399,315 | ESGU, VOO, VLUE, VDE, IVV | 13F-HR | 28 Jul 2021, 09:59 |
| Q1 2021 | 160 | $83,940,000 | +$8,357,399 | -$9,952,719 | -$1,595,320 | ESGU, VOO, VLUE, IXN, IVV | 13F-HR | 05 May 2021, 08:41 |
| Q4 2020 | 113 | $81,069,000 | $0 | $0 | $0 | VOO, ESGU, VLUE, IHI, IXN | 13F-HR | 20 Jan 2021, 15:02 |