Notify me when ADE, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 85 | $206,510,153 | +$15,770,750 | -$10,489,427 | +$5,281,323 | VOO, IVV, TCAF, VEA, BNDX | 13F-HR | 10 Feb 2026, 12:25 |
| Q3 2025 | 84 | $197,835,683 | +$9,284,429 | -$10,547,352 | -$1,262,923 | VOO, IVV, TCAF, VEA, BNDX | 13F-HR | 06 Nov 2025, 21:27 |
| Q2 2025 | 79 | $187,984,284 | +$4,880,479 | -$3,250,188 | +$1,630,291 | VOO, IVV, TCAF, VEA, BNDX | 13F-HR | 11 Aug 2025, 21:24 |
| Q1 2025 | 76 | $173,597,055 | +$16,295,213 | -$4,790,412 | +$11,504,801 | VOO, IVV, TCAF, BNDX, VEA | 13F-HR | 30 Apr 2025, 17:42 |
| Q4 2024 | 81 | $162,893,129 | +$6,403,179 | -$2,627,487 | +$3,775,692 | VOO, IVV, BNDX, VEA, MUB | 13F-HR | 16 Jan 2025, 17:31 |
| Q3 2024 | 82 | $162,689,823 | +$7,813,388 | -$1,902,940 | +$5,910,448 | VOO, IVV, BNDX, VEA, MUB | 13F-HR | 25 Oct 2024, 17:02 |
| Q2 2024 | 79 | $148,178,425 | +$10,652,216 | -$13,967,462 | -$3,315,246 | VOO, IVV, BNDX, VEA, MUB | 13F-HR | 19 Jul 2024, 17:28 |
| Q1 2024 | 80 | $149,272,426 | +$3,209,699 | -$5,492,832 | -$2,283,133 | VOO, IVV, VEA, USMV, BNDX | 13F-HR | 17 Apr 2024, 18:42 |
| Q4 2023 | 82 | $144,298,843 | +$2,645,968 | -$1,310,571 | +$1,335,397 | VOO, IVV, VEA, MUB, BNDX | 13F-HR | 31 Jan 2024, 15:48 |
| Q3 2023 | 77 | $132,475,783 | +$2,391,944 | -$8,360,622 | -$5,968,678 | VOO, IVV, VEA, MUB, BNDX | 13F-HR | 03 Nov 2023, 17:56 |
| Q2 2023 | 84 | $143,316,892 | +$2,364,484 | -$3,016,461 | -$651,977 | VOO, IVV, VEA, MUB, BNDX | 13F-HR | 20 Jul 2023, 10:36 |
| Q1 2023 | 81 | $139,486,300 | +$5,069,954 | -$2,860,544 | +$2,209,410 | VOO, IVV, MUB, VEA, BNDX | 13F-HR | 14 Apr 2023, 14:55 |
| Q4 2022 | 77 | $131,363,660 | +$50,339,257 | -$15,381,175 | +$34,958,082 | VOO, IVV, MUB, VEA, BNDX | 13F-HR | 27 Jan 2023, 18:04 |
| Q3 2022 | 61 | $89,164,000 | +$2,424,080 | -$1,577,600 | +$846,480 | VOO, IVV, BNDX, VEA, USMV | 13F-HR | 13 Oct 2022, 20:06 |
| Q2 2022 | 65 | $94,058,000 | +$3,534,945 | -$2,377,595 | +$1,157,350 | VOO, VEA, BNDX, IVV, USMV | 13F-HR | 13 Jul 2022, 13:19 |
| Q1 2022 | 74 | $106,365,000 | +$6,451,775 | -$12,337,427 | -$5,885,652 | VOO, IVV, VEA, BNDX, USMV | 13F-HR | 21 Apr 2022, 19:57 |
| Q4 2021 | 81 | $117,408,000 | +$13,603,317 | -$11,454,898 | +$2,148,419 | VOO, VEA, IVV, BNDX, IEFA | 13F-HR | 14 Feb 2022, 13:44 |
| Q3 2021 | 242 | $109,273,000 | +$2,408,763 | -$2,013,531 | +$395,232 | VOO, VEA, BNDX, IVV, IEFA | 13F-HR | 21 Oct 2021, 18:13 |
| Q2 2021 | 259 | $109,815,000 | +$4,624,496 | -$550,370 | +$4,074,126 | VOO, VEA, BNDX, IVV, IEFA | 13F-HR | 27 Jul 2021, 12:06 |
| Q1 2021 | 227 | $100,708,000 | +$2,656,279 | -$29,403,613 | -$26,747,334 | VOO, BNDX, VEA, IVV, IEFA | 13F-HR | 16 Apr 2021, 16:56 |
| Q4 2020 | 324 | $123,959,000 | $0 | $0 | $0 | VOO, VEA, BNDX, IVV, IEFA | 13F-HR | 16 Feb 2021, 15:04 |