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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 886 | $431M | +$29M | -$17.3M | +$11.8M | VIG, VGIT, VTIP, VUG, VLUE | 13F-HR | 11/7/2025, 09:01 AM |
| Q2 2025 | 879 | $401M | +$25M | -$13.1M | +$11.9M | VIG, VGIT, VTIP, VUG, VLUE | 13F-HR | 8/7/2025, 04:48 PM |
| Q1 2025 | 839 | $367M | +$18.1M | -$9.6M | +$8.55M | VIG, VGIT, VTIP, VUG, VLUE | 13F-HR | 5/12/2025, 11:38 AM |
| Q4 2024 | 839 | $359M | +$30.9M | -$21.1M | +$9.82M | VGIT, VIG, VUG, VTIP, VLUE | 13F-HR | 2/4/2025, 12:55 PM |
| Q3 2024 | 835 | $360M | +$39.6M | -$6.27M | +$33.4M | VGIT, VIG, VUG, VLUE, DFUV | 13F-HR | 11/4/2024, 04:34 PM |
| Q2 2024 | 775 | $310M | +$24.1M | -$3.71M | +$20.4M | VIG, VUG, VGIT, VLUE, DFUV | 13F-HR | 8/5/2024, 05:05 PM |
| Q1 2024 | 700 | $291M | +$30.4M | -$10.2M | +$20.2M | VIG, VUG, VGIT, VLUE, DFUV | 13F-HR | 5/6/2024, 09:06 AM |
| Q4 2023 | 705 | $257M | +$32.2M | -$9.42M | +$22.8M | VIG, VUG, VGIT, DFUV, VLUE | 13F-HR | 2/2/2024, 03:48 PM |
| Q3 2023 | 681 | $215M | +$30M | -$8.84M | +$21.2M | VIG, VUG, VGIT, DFUV, VLUE | 13F-HR | 11/7/2023, 09:41 AM |
| Q2 2023 | 629 | $202M | +$24.8M | -$8.96M | +$15.8M | VIG, VUG, DFUV, VLUE, AAPL | 13F-HR | 8/3/2023, 03:55 PM |
| Q1 2023 | 628 | $179M | +$10.6M | -$6.01M | +$4.58M | VIG, LRGF, VUG, SMLF, DFUV | 13F-HR | 5/9/2023, 02:34 PM |
| Q4 2022 | 785 | $167M | +$11.8M | -$19.9M | -$8.02M | VIG, LRGF, SMLF, VUG, DFUV | 13F-HR | 2/7/2023, 04:43 PM |
| Q3 2022 | 671 | $161M | +$14.5M | -$8.83M | +$5.66M | VIG, LRGF, SMLF, VUG, AAPL | 13F-HR | 10/28/2022, 06:03 PM |
| Q2 2022 | 659 | $165M | +$17.6M | -$11.6M | +$6.06M | VIG, LRGF, SMLF, VUG, AAPL | 13F-HR | 8/4/2022, 10:41 AM |
| Q1 2022 | 697 | $183M | +$34M | -$5.79M | +$28.2M | VIG, LRGF, SMLF, AAPL, VUG | 13F-HR | 4/29/2022, 12:42 PM |
| Q4 2021 | 660 | $162M | +$31.2M | -$3.27M | +$28M | VIG, LRGF, SMLF, VUG, AAPL | 13F-HR | 1/31/2022, 02:04 PM |
| Q3 2021 | 440 | $125M | +$3.02M | -$1.04M | +$1.98M | VIG, LRGF, SMLF, VUG, VIGI | 13F-HR | 11/8/2021, 12:16 PM |
| Q2 2021 | 397 | $124M | +$15.4M | -$6.25M | +$9.13M | VIG, LRGF, SMLF, VUG, VIGI | 13F-HR | 7/29/2021, 05:20 PM |
| Q4 2020 | 374 | $104M | $0 | $0 | VIG, LRGF, SMLF, VUG, VIGI | 13F-HR | 2/2/2021, 12:04 PM |