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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 702 | $961,115,556 | +$18,113,039 | -$6,723,284 | +$11,389,755 | VOO, AGG, IEFA, VB, VO | 13F-HR | 05 Feb 2026, 12:59 |
| Q3 2025 | 660 | $935,577,217 | +$17,629,176 | -$7,712,348 | +$9,916,828 | VOO, AGG, IEFA, VB, VO | 13F-HR | 06 Nov 2025, 11:52 |
| Q2 2025 | 647 | $871,885,446 | +$73,700,875 | -$40,955,858 | +$32,745,017 | VOO, AGG, IEFA, VB, VO | 13F-HR | 04 Aug 2025, 17:19 |
| Q1 2025 | 700 | $782,593,779 | +$54,187,889 | -$7,034,238 | +$47,153,651 | VOO, AGG, IEFA, VBR, VB | 13F-HR | 22 Apr 2025, 14:12 |
| Q4 2024 | 675 | $749,284,465 | +$24,434,867 | -$4,472,111 | +$19,962,756 | VOO, IEFA, AGG, VBR, VB | 13F-HR | 30 Jan 2025, 12:33 |
| Q3 2024 | 580 | $737,007,676 | +$11,501,270 | -$9,660,789 | +$1,840,481 | VOO, IEFA, AGG, VBR, VB | 13F-HR | 15 Oct 2024, 17:49 |
| Q2 2024 | 585 | $691,695,791 | +$21,720,024 | -$5,609,584 | +$16,110,440 | VOO, IEFA, AGG, VBR, VB | 13F-HR | 18 Jul 2024, 15:07 |
| Q1 2024 | 608 | $669,022,074 | +$84,024,996 | -$2,183,313 | +$81,841,683 | VOO, IEFA, VBR, AGG, VB | 13F-HR | 25 Apr 2024, 14:47 |
| Q4 2023 | 524 | $544,159,961 | +$36,581,220 | -$3,003,439 | +$33,577,781 | VOO, IEFA, VBR, VB, VWO | 13F-HR | 29 Jan 2024, 13:28 |
| Q3 2023 | 518 | $462,870,740 | +$9,289,485 | -$3,145,845 | +$6,143,640 | VOO, IEFA, VBR, VB, VWO | 13F-HR | 24 Oct 2023, 16:32 |
| Q2 2023 | 572 | $476,398,745 | +$20,925,892 | -$3,614,400 | +$17,311,492 | VOO, IEFA, VBR, VB, VWO | 13F-HR | 09 Aug 2023, 15:28 |
| Q1 2023 | 537 | $433,552,511 | +$3,678,691 | -$4,203,780 | -$525,089 | VOO, IEFA, VBR, VB, QUAL | 13F-HR | 02 May 2023, 13:20 |
| Q4 2022 | 542 | $411,420,885 | +$13,346,693 | -$12,478,507 | +$868,186 | VOO, IEFA, VBR, VB, QUAL | 13F-HR | 27 Jan 2023, 15:06 |
| Q3 2022 | 633 | $374,555,000 | +$12,321,687 | -$4,990,874 | +$7,330,813 | VOO, IEFA, VBR, VB, QUAL | 13F-HR | 14 Oct 2022, 13:35 |
| Q2 2022 | 523 | $393,540,000 | +$7,109,996 | -$23,373,240 | -$16,263,244 | VOO, IEFA, VBR, QUAL, VB | 13F-HR | 12 Aug 2022, 14:12 |
| Q1 2022 | 531 | $487,756,000 | +$27,886,233 | -$6,693,309 | +$21,192,924 | VOO, IEFA, VBR, QUAL, VB | 13F-HR | 03 May 2022, 15:43 |
| Q4 2021 | 533 | $488,287,000 | +$65,588,720 | -$21,331,579 | +$44,257,141 | VOO, IEFA, VBR, QUAL, VB | 13F-HR | 08 Feb 2022, 15:55 |
| Q3 2021 | 487 | $411,236,000 | +$18,546,767 | -$9,876,230 | +$8,670,537 | VOO, IEFA, QUAL, VBR, VB | Restatement | 17 Nov 2021, 17:04 |
| Q2 2021 | 492 | $406,248,000 | +$5,158,479 | -$6,946,319 | -$1,787,840 | VOO, IEFA, QUAL, VBR, VB | 13F-HR | 29 Jul 2021, 16:04 |
| Q1 2021 | 522 | $383,078,000 | +$13,645,070 | -$8,110,728 | +$5,534,342 | VOO, IEFA, QUAL, VBR, VB | 13F-HR | 10 May 2021, 14:41 |
| Q4 2020 | 463 | $352,969,000 | +$9,437,763 | -$10,686,226 | -$1,248,463 | VOO, IEFA, QUAL, VBR, VB | 13F-HR | 08 Feb 2021, 17:32 |
| Q3 2020 | 440 | $310,903,000 | +$15,600,720 | -$8,429,881 | +$7,170,839 | VOO, IEFA, QUAL, VBR, VB | 13F-HR | 12 Nov 2020, 10:47 |
| Q2 2020 | 445 | $286,224,000 | +$15,559,903 | -$68,282,658 | -$52,722,755 | IEFA, VOO, VBR, QUAL, VB | 13F-HR | 06 Aug 2020, 14:40 |
| Q1 2020 | 565 | $295,610,000 | +$17,398,323 | -$49,561,600 | -$32,163,277 | AGG, IEFA, VOO, VBR, QUAL | 13F-HR | 11 May 2020, 16:27 |
| Q4 2019 | 453 | $399,123,000 | $0 | $0 | $0 | AGG, IEFA, VBR, VOO, QUAL | 13F-HR | 13 Feb 2020, 17:37 |