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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 109 | $371M | +$11.2M | -$5.15M | +$6.07M | ISTB, EFA, VUG, DFAX, AVDV | 13F-HR | 10/9/2025, 09:46 AM |
| Q2 2025 | 106 | $347M | +$12.6M | -$4.94M | +$7.67M | ISTB, EFA, VUG, DFAX, VTIP | 13F-HR | 7/11/2025, 05:12 PM |
| Q1 2025 | 104 | $319M | +$12M | -$4.6M | +$7.39M | ISTB, EFA, VUG, DFAX, VTIP | 13F-HR | 4/10/2025, 05:39 PM |
| Q4 2024 | 103 | $312M | +$12.3M | -$8.15M | +$4.14M | ISTB, VUG, EFA, DFAX, VTIP | 13F-HR | 1/16/2025, 05:32 PM |
| Q3 2024 | 104 | $316M | +$99.2M | -$92.4M | +$6.88M | ISTB, EFA, VUG, DFAX, IVE | 13F-HR | 10/7/2024, 05:22 PM |
| Q2 2024 | 102 | $293M | +$92.6M | -$87.9M | +$4.76M | ISTB, EFA, VUG, DFAX, IVE | 13F-HR | 7/23/2024, 09:55 PM |
| Q1 2024 | 94 | $289M | +$13.1M | -$2.03M | +$11.1M | ISTB, EFA, IVE, DFAX, VUG | 13F-HR | 4/15/2024, 09:21 PM |
| Q4 2023 | 93 | $267M | +$10.9M | -$2.58M | +$8.3M | ISTB, EFA, DFAX, IVE, VUG | 13F-HR | 2/5/2024, 05:34 PM |
| Q3 2023 | 87 | $239M | +$6.96M | -$2.42M | +$4.54M | ISTB, EFA, DFAX, IVE, VUG | 13F-HR | 10/24/2023, 09:46 PM |
| Q2 2023 | 89 | $242M | +$9.16M | -$1.96M | +$7.21M | ISTB, EFA, DFAX, IVE, VUG | 13F-HR | 7/13/2023, 04:15 PM |
| Q1 2023 | 89 | $230M | +$38.2M | -$11M | +$27.2M | ISTB, DFAX, EFA, IVE, VUG | 13F-HR | 4/13/2023, 02:02 PM |
| Q4 2022 | 76 | $184M | +$223K | -$5.08M | -$4.86M | ISTB, DFAX, EFA, IVE, VOE | 13F-HR | 1/24/2023, 04:52 PM |
| Q3 2022 | 83 | $191M | +$18.4M | -$3.29M | +$15.1M | ISTB, DFAX, EFA, IVE, VTIP | 13F-HR | 10/12/2022, 11:14 AM |
| Q2 2022 | 95 | $137M | +$27.9M | -$41.4M | -$13.5M | ISTB, DFAX, EFA, VTIP, IGSB | 13F-HR | 7/8/2022, 05:41 PM |
| Q1 2022 | 94 | $191M | +$94K | -$489K | -$395K | ISTB, DFAX, EFA, IVE, VUG | 13F-HR | 4/18/2022, 04:57 PM |
| Q4 2021 | 93 | $197M | +$13.1M | -$4.86M | +$8.25M | ISTB, DFAX, EFA, VUG, IVE | 13F-HR | 1/20/2022, 06:20 PM |
| Q3 2021 | 93 | $183M | +$26M | -$926K | +$25.1M | ISTB, DFAX, EFA, VUG, IVE | 13F-HR | 10/8/2021, 02:14 PM |
| Q2 2021 | 88 | $161M | +$61.3M | -$50M | +$11.3M | ISTB, EFA, VUG, IVE, VTIP | 13F-HR | 7/13/2021, 03:47 PM |
| Q1 2021 | 88 | $141M | +$18.3M | -$1.84M | +$16.5M | ISTB, EFA, VTIP, IVE, VUG | 13F-HR | 4/12/2021, 11:17 AM |
| Q4 2020 | 73 | $118M | $0 | $0 | ISTB, EFA, VUG, VTIP, IVE | 13F-HR | 2/1/2021, 04:15 PM |