Notify me when Hoese & Co LLP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 136 | $140,276,566 | +$16,412,178 | -$8,586,454 | +$7,825,724 | IEI, IVV, SPHQ, DGRO, VIG | 13F-HR | 14 Jan 2026, 14:36 |
| Q3 2025 | 125 | $130,830,891 | +$5,572,626 | -$4,638,127 | +$934,499 | IEI, IVV, SPHQ, QUAL, VIG | 13F-HR | 16 Oct 2025, 16:30 |
| Q2 2025 | 154 | $123,983,698 | +$6,273,522 | -$3,992,421 | +$2,281,101 | IEI, IVV, SPHQ, QUAL, DGRO | 13F-HR | 29 Jul 2025, 13:08 |
| Q1 2025 | 153 | $115,322,545 | +$2,469,736 | -$1,241,209 | +$1,228,527 | IEI, IVV, SPHQ, QUAL, IUSB | 13F-HR | 11 Apr 2025, 14:16 |
| Q4 2024 | 166 | $115,201,706 | +$25,508,135 | -$28,608,828 | -$3,100,693 | IEI, IVV, SPHQ, QUAL, IUSB | 13F-HR | 16 Jan 2025, 13:58 |
| Q3 2024 | 178 | $119,378,749 | +$5,727,559 | -$9,851,881 | -$4,124,322 | GOVT, IVV, SPHQ, QUAL, IUSB | 13F-HR | 09 Oct 2024, 16:16 |
| Q2 2024 | 145 | $114,479,552 | +$8,445,965 | -$6,197,115 | +$2,248,850 | GOVT, IVV, SPHQ, QUAL, VOO | 13F-HR | 03 Jul 2024, 09:18 |
| Q1 2024 | 137 | $109,591,059 | +$1,970,029 | -$2,890,758 | -$920,729 | IVV, GOVT, SPHQ, SPY, VOO | 13F-HR | 08 Apr 2024, 14:09 |
| Q4 2023 | 146 | $102,061,810 | +$462,713 | -$938,320 | -$475,607 | GOVT, IVV, SPY, SPHQ, VOO | 13F-HR | 04 Jan 2024, 15:11 |
| Q3 2023 | 162 | $97,620,713 | +$11,928,429 | -$17,167,395 | -$5,238,966 | GOVT, IVV, SPY, SPHQ, VOO | 13F-HR | 11 Oct 2023, 10:21 |
| Q2 2023 | 170 | $106,413,255 | +$16,649,392 | -$4,964,809 | +$11,684,583 | IVV, GOVT, SPY, SPHQ, VOO | 13F-HR | 12 Jul 2023, 17:12 |
| Q1 2023 | 168 | $87,892,657 | +$3,496,844 | -$7,673,118 | -$4,176,274 | IVV, SPY, VTIP, VOO, VUSB | 13F-HR | 07 Apr 2023, 15:32 |
| Q4 2022 | 176 | $95,105,000 | +$1,399,700 | -$732,143 | +$667,557 | IVV, VTIP, SPY, VOO, FLOT | 13F-HR | 10 Jan 2023, 13:25 |
| Q3 2022 | 198 | $84,667,000 | +$4,810,996 | -$5,081,550 | -$270,554 | IVV, VTIP, SPY, VOO, FLOT | 13F-HR | 07 Oct 2022, 13:38 |
| Q2 2022 | 200 | $89,070,000 | +$10,617,475 | -$4,653,112 | +$5,964,363 | IVV, VTIP, SPY, VOO, FLOT | 13F-HR | 12 Jul 2022, 09:23 |
| Q1 2022 | 205 | $96,879,000 | +$6,152,591 | -$5,754,269 | +$398,322 | IVV, VTIP, SPY, VOO, VTI | 13F-HR | 21 Apr 2022, 10:28 |
| Q4 2021 | 209 | $100,601,000 | +$1,579,316 | -$597,244 | +$982,072 | IVV, SPY, VTIP, VOO, VTI | 13F-HR | 18 Jan 2022, 13:00 |
| Q3 2021 | 197 | $92,465,000 | +$6,931,741 | -$2,994,202 | +$3,937,539 | IVV, VTIP, SPY, VOO, VTI | 13F-HR | 20 Oct 2021, 12:37 |
| Q2 2021 | 205 | $88,993,000 | +$10,922,565 | -$8,001,628 | +$2,920,937 | IVV, SPY, VOO, VTIP, VTI | 13F-HR | 13 Jul 2021, 14:34 |
| Q1 2021 | 100 | $80,986,000 | +$25,426,832 | -$1,998,676 | +$23,428,156 | IVV, SPY, VOO, SCHZ, BRKA | 13F-HR | 03 May 2021, 13:25 |
| Q4 2020 | 16 | $54,274,000 | $0 | $0 | $0 | IVV, SPY, VOO, SCHZ, VTI | Restatement | 17 Feb 2021, 12:29 |