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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 70 | $120,238,080 | +$21,878,131 | -$772,282 | +$21,105,849 | SCHD, VFVA, VDC, VUG, TDIV | 13F-HR | 08 Nov 2023, 12:14 |
| Q2 2023 | 66 | $110,482,055 | +$10,373,772 | -$11,822,044 | -$1,448,272 | SCHD, VDC, SPLV, VUG, TDIV | 13F-HR | 13 Jul 2023, 16:05 |
| Q1 2023 | 67 | $108,405,026 | +$11,627,078 | -$39,282,585 | -$27,655,507 | SCHD, VDC, VFVA, TDIV, RSPU | 13F-HR | 12 May 2023, 11:58 |
| Q4 2022 | 70 | $134,402,856 | +$5,601,908 | -$14,383,070 | -$8,781,162 | SCHD, STPZ, FTSL, VDC, VFVA | 13F-HR | 24 Jan 2023, 16:49 |
| Q3 2022 | 68 | $133,309,000 | +$28,765,132 | -$12,093,720 | +$16,671,412 | STPZ, SCHD, FTSL, VDC, SPLV | 13F-HR | 12 Oct 2022, 11:29 |
| Q2 2022 | 71 | $123,415,000 | +$17,760,208 | -$58,124,932 | -$40,364,724 | SCHD, FTSL, STPZ, SPLV, XLF | 13F-HR | 18 Jul 2022, 15:06 |
| Q1 2022 | 82 | $181,496,000 | +$30,317,435 | -$36,326,137 | -$6,008,702 | FPE, FTSL, SCHD, XLF, RSPU | 13F-HR | 10 May 2022, 12:03 |
| Q4 2021 | 88 | $198,066,000 | +$34,351,474 | -$17,210,138 | +$17,141,336 | FPE, FTSL, SCHD, XLF, FLTR | 13F-HR | 04 Feb 2022, 12:04 |
| Q3 2021 | 82 | $170,173,000 | +$8,338,583 | -$22,940,260 | -$14,601,677 | SCHD, FTSL, XLF, SPLV, FLTR | 13F-HR | 09 Nov 2021, 12:38 |
| Q2 2021 | 85 | $189,679,000 | +$33,827,645 | -$38,813,203 | -$4,985,558 | SCHD, FPE, FTSL, XLF, SPLV | 13F-HR | 13 Aug 2021, 14:53 |
| Q1 2021 | 84 | $186,882,000 | +$15,972,705 | -$7,612,670 | +$8,360,035 | BIV, FPE, FTSL, SCHD, FLTR | 13F-HR | 27 Apr 2021, 18:24 |
| Q4 2020 | 55 | $175,379,000 | +$45,103,432 | -$43,917,598 | +$1,185,834 | BIV, FPE, FTSL, SCHD, FLTR | 13F-HR | 25 Jan 2021, 15:41 |
| Q3 2020 | 48 | $160,705,000 | +$12,271,546 | -$11,920,527 | +$351,019 | BIV, VGSH, SCHD, FTSL, SPLV | 13F-HR | 27 Oct 2020, 13:05 |
| Q2 2020 | 56 | $153,984,000 | +$82,098,601 | -$52,442,363 | +$29,656,238 | BIV, VGSH, SCHD, FTSL, SPLV | 13F-HR | 31 Jul 2020, 11:56 |
| Q1 2020 | 39 | $114,629,000 | +$13,205,735 | -$70,188,796 | -$56,983,061 | FTSM, FTSL, QYLD, RSPU, SPLV | 13F-HR | 31 Jul 2020, 11:55 |
| Q4 2019 | 57 | $190,409,000 | +$16,403,282 | -$9,275,614 | +$7,127,668 | FPE, FTSM, FTSL, RSPU, RSP | 13F-HR | 31 Jul 2020, 11:54 |
| Q3 2019 | 54 | $177,551,000 | +$41,853,398 | -$31,031,632 | +$10,821,766 | FPE, FTSM, FTSL, RSPU, RSP | 13F-HR | 04 Aug 2020, 15:52 |
| Q2 2019 | 55 | $164,353,000 | +$7,477,065 | -$1,124,223 | +$6,352,842 | FTSM, FPE, FTSL, RSPU, FVD | 13F-HR | 04 Aug 2020, 15:50 |
| Q1 2019 | 50 | $154,988,000 | +$30,130,831 | -$737,698 | +$29,393,133 | FTSM, FPE, FTSL, RSPU, FVD | 13F-HR | 04 Aug 2020, 15:50 |
| Q4 2018 | 42 | $115,581,000 | +$60,962,913 | -$71,304,464 | -$10,341,551 | FTSM, FPE, FTSL, RSPU, FVD | 13F-HR | 04 Aug 2020, 15:47 |
| Q3 2018 | 46 | $141,038,000 | +$10,574,250 | -$9,453,753 | +$1,120,497 | FTSL, FVD, IJR, IJH, RSP | 13F-HR | 04 Aug 2020, 15:46 |
| Q2 2018 | 46 | $134,476,000 | +$22,796,463 | -$23,505,303 | -$708,840 | FTSL, HYLS, IJR, FVD, IJH | 13F-HR | 04 Aug 2020, 15:44 |
| Q1 2018 | 51 | $133,721,000 | +$11,936,219 | -$12,044,581 | -$108,362 | FTSL, HYLS, FVD, FDD, IJR | 13F-HR | 04 Aug 2020, 15:42 |
| Q4 2017 | 48 | $133,497,000 | $0 | $0 | $0 | FTSL, IJR, FVD, RSP, FDD | 13F-HR | 04 Aug 2020, 15:41 |