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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 79 | $583,530,668 | +$7,148,026 | -$5,454,368 | +$1,693,658 | SPY, BND, QQQ, IEFA, VYM | 13F-HR | 26 Jan 2026, 16:54 |
| Q3 2025 | 79 | $578,012,011 | +$34,798,517 | -$29,012,150 | +$5,786,367 | SPY, BND, IEFA, QQQ, VYM | 13F-HR | 29 Oct 2025, 13:05 |
| Q2 2025 | 73 | $545,041,670 | +$13,725,359 | -$86,516,359 | -$72,791,000 | SPY, BND, IEFA, QQQ, VYM | 13F-HR | 09 Jul 2025, 11:56 |
| Q1 2025 | 82 | $578,397,388 | +$16,565,936 | -$30,071,771 | -$13,505,835 | SPY, BND, IEFA, QQQ, VCIT | 13F-HR | 17 Apr 2025, 18:39 |
| Q4 2024 | 400 | $598,889,062 | +$50,053,640 | -$17,465,502 | +$32,588,138 | SPY, BND, IEFA, QQQ, VCIT | 13F-HR | 22 Jan 2025, 16:10 |
| Q3 2024 | 491 | $595,035,129 | +$46,107,097 | -$31,663,562 | +$14,443,535 | SPY, BND, IEFA, QQQ, VCIT | 13F-HR | 15 Oct 2024, 06:03 |
| Q2 2024 | 542 | $547,853,007 | +$126,688,283 | -$9,528,619 | +$117,159,664 | SPY, BND, IEFA, BIL, QQQ | 13F-HR | 06 Aug 2024, 11:40 |
| Q1 2024 | 519 | $424,677,079 | +$18,728,669 | -$9,148,392 | +$9,580,277 | SPY, BND, IEFA, VTI, VNQ | 13F-HR | 15 May 2024, 14:44 |
| Q4 2023 | 345 | $394,225,458 | +$18,529,130 | -$15,216,401 | +$3,312,729 | SPY, BND, IEFA, VTI, VNQ | 13F-HR | 06 Feb 2024, 16:13 |
| Q3 2023 | 66 | $356,678,468 | +$11,966,753 | -$33,067,814 | -$21,101,061 | SPY, BND, IEFA, VTI, VNQ | 13F-HR | 03 Nov 2023, 11:20 |
| Q2 2023 | 66 | $394,351,402 | +$19,607,262 | -$26,982,610 | -$7,375,348 | SPY, IEFA, BND, VTI, VNQ | 13F-HR | 01 Aug 2023, 16:21 |
| Q1 2023 | 87 | $388,576,077 | +$19,646,048 | -$34,663,032 | -$15,016,984 | SPY, IEFA, BND, VTI, VNQ | 13F-HR | 05 May 2023, 15:32 |
| Q4 2022 | 88 | $386,774,811 | +$39,508,145 | -$41,375,260 | -$1,867,115 | SPY, IEFA, VTI, BND, VYM | 13F-HR | 14 Feb 2023, 18:01 |
| Q3 2022 | 81 | $367,210,000 | +$48,770,715 | -$22,192,484 | +$26,578,231 | SPY, BND, IEFA, VTI, VNQ | 13F-HR | 14 Nov 2022, 13:30 |
| Q2 2022 | 84 | $361,136,000 | +$67,933,415 | -$13,318,999 | +$54,614,416 | SPY, IEFA, VTI, BND, VNQ | 13F-HR | 05 Aug 2022, 16:23 |
| Q1 2022 | 91 | $349,926,000 | +$36,125,362 | -$6,956,846 | +$29,168,516 | SPY, VTI, IEFA, VNQ, BND | 13F-HR | 16 May 2022, 15:29 |
| Q4 2021 | 91 | $347,323,000 | +$44,723,014 | -$24,824,618 | +$19,898,396 | SPY, VTI, IEFA, VNQ, BND | 13F-HR | 08 Mar 2022, 17:21 |
| Q3 2021 | 81 | $314,878,000 | +$133,089,716 | -$14,497,171 | +$118,592,545 | SPY, IEFA, VTI, JPST, VNQ | 13F-HR | 30 Nov 2021, 15:09 |
| Q2 2021 | 77 | $198,711,000 | +$19,147,833 | -$7,689,319 | +$11,458,514 | SPY, IEFA, SCHX, IWM, BNDX | 13F-HR | 13 Aug 2021, 15:55 |
| Q1 2021 | 65 | $179,715,000 | +$11,436,635 | -$11,914,838 | -$478,203 | SPY, IEFA, SCHX, IWM, BNDX | 13F-HR | 17 May 2021, 15:23 |
| Q4 2020 | 65 | $175,981,000 | +$6,575,934 | -$13,264,607 | -$6,688,673 | SPY, IEFA, SCHX, BNDX, MINT | 13F-HR | 16 Feb 2021, 15:52 |
| Q3 2020 | 208 | $168,290,000 | +$17,379,851 | -$2,204,262 | +$15,175,589 | SPY, IEFA, SCHX, BNDX, MINT | 13F-HR | 13 Nov 2020, 18:07 |
| Q2 2020 | 55 | $147,394,000 | +$6,411,298 | -$6,606,582 | -$195,284 | SPY, BNDX, IEFA, SCHX, MINT | 13F-HR | 11 Aug 2020, 15:33 |
| Q1 2020 | 52 | $132,304,000 | +$19,036,471 | -$16,587,348 | +$2,449,123 | BNDX, SPY, MINT, IEFA, SCHX | 13F-HR | 19 May 2020, 16:11 |
| Q4 2019 | 56 | $149,856,000 | $0 | $0 | $0 | AGG, SCHX, BNDX, MINT, IEFA | 13F-HR | 14 Feb 2020, 14:47 |