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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 52 | $525,290,899 | +$157,896,873 | -$169,371,296 | -$11,474,423 | DGT, ICVT, VFMO, VT, VUG | 13F-HR | 22 Jan 2026, 12:04 |
| Q3 2025 | 53 | $527,257,020 | +$158,621,803 | -$203,056,477 | -$44,434,674 | DGT, VFMO, VOT, VT, VOO | 13F-HR | 13 Nov 2025, 15:07 |
| Q2 2025 | 55 | $540,750,375 | +$207,719,834 | -$109,387,285 | +$98,332,549 | VFMO, DGT, VOO, VOT, WTV | 13F-HR | 29 Jul 2025, 13:49 |
| Q1 2025 | 46 | $416,407,247 | +$118,223,522 | -$106,800,611 | +$11,422,911 | DGT, VFMO, IWP, FSMD, SCHG | 13F-HR | 22 Apr 2025, 20:54 |
| Q4 2024 | 43 | $405,222,145 | +$95,678,676 | -$57,814,257 | +$37,864,419 | VFQY, FSMD, VFMO, QQQ, SCHG | 13F-HR | 31 Jan 2025, 10:35 |
| Q3 2024 | 42 | $403,103,763 | +$70,893,276 | -$61,548,466 | +$9,344,810 | VFQY, RWK, FDVV, FNDB, VTV | 13F-HR | 04 Nov 2024, 15:24 |
| Q2 2024 | 42 | $375,876,748 | +$65,978,930 | -$73,644,001 | -$7,665,071 | VFQY, FLTR, RWK, FLBL, MGC | 13F-HR | 25 Jul 2024, 15:38 |
| Q1 2024 | 42 | $382,420,082 | +$1,340,114 | -$6,807,914 | -$5,467,800 | VFQY, RWK, FLTR, MGC, FLBL | 13F-HR | 12 Apr 2024, 12:29 |
| Q4 2023 | 42 | $366,479,414 | +$77,412,828 | -$92,480,081 | -$15,067,253 | VFQY, FLTR, RWK, FLBL, SCHG | 13F-HR | 08 Jan 2024, 13:22 |
| Q3 2023 | 44 | $355,932,933 | +$167,374,339 | -$119,195,019 | +$48,179,320 | FBND, IJH, RWK, SCHG, FLBL | 13F-HR | 10 Oct 2023, 09:55 |
| Q2 2023 | 38 | $316,387,487 | +$124,143,342 | -$202,157,259 | -$78,013,917 | ONEY, VCLT, FBND, SCHG, VFMO | 13F-HR | 13 Jul 2023, 11:34 |
| Q1 2023 | 43 | $389,565,588 | +$55,145,833 | -$56,810,828 | -$1,664,995 | SCHD, VTV, SPGP, FBND, FNDX | 13F-HR | 19 Apr 2023, 10:10 |
| Q4 2022 | 46 | $383,747,749 | +$84,051,615 | -$56,710,990 | +$27,340,625 | SCHD, VTV, SPGP, JPME, FTSM | 13F-HR | 11 Jan 2023, 16:43 |
| Q3 2022 | 39 | $326,969,000 | +$80,857,359 | -$79,353,956 | +$1,503,403 | SCHD, VTV, SPGP, JPME, UDIV | 13F-HR | 26 Oct 2022, 12:59 |
| Q2 2022 | 35 | $344,573,000 | +$90,337,415 | -$167,756,041 | -$77,418,626 | SCHD, SPHY, JPME, SPGP, FLBL | 13F-HR | 26 Jul 2022, 14:07 |
| Q1 2022 | 42 | $463,347,000 | +$166,482,000 | -$47,049,975 | +$119,432,025 | SCHD, SCHP, SPHY, VV, SCHG | 13F-HR | 08 Jun 2022, 14:04 |
| Q4 2021 | 35 | $362,215,000 | +$18,245,239 | -$51,842,248 | -$33,597,009 | FALN, SCHD, VLU, JVAL, SCHG | 13F-HR | 14 Jan 2022, 19:22 |
| Q3 2021 | 35 | $376,159,000 | +$89,413,422 | -$87,449,048 | +$1,964,374 | SCHD, SCHG, FALN, VLU, JVAL | 13F-HR | 26 Oct 2021, 14:04 |
| Q2 2021 | 41 | $379,815,000 | +$121,708,533 | -$105,557,310 | +$16,151,223 | SCHD, SCHG, VLU, JVAL, IJH | 13F-HR | 23 Sep 2021, 14:24 |
| Q1 2021 | 48 | $358,429,000 | +$149,721,052 | -$275,933,676 | -$126,212,624 | SCHD, IAU, SCHG, SIVR, TAIL | 13F-HR | 23 Sep 2021, 14:20 |
| Q4 2020 | 49 | $466,804,000 | +$254,236,117 | -$148,341,337 | +$105,894,780 | SCHG, VT, SCHD, VXF, ICVT | 13F-HR | 23 Sep 2021, 14:20 |
| Q3 2020 | 51 | $329,667,000 | +$110,228,120 | -$106,441,566 | +$3,786,554 | SCHG, IOO, DGRO, BIV, SCHD | 13F-HR | 23 Sep 2021, 13:27 |
| Q2 2020 | 54 | $308,893,000 | +$152,838,433 | -$90,591,338 | +$62,247,095 | IUSB, SCHG, DGRO, SCHD, SPYV | 13F-HR | 23 Sep 2021, 13:26 |
| Q1 2020 | 48 | $214,353,000 | +$125,360,485 | -$150,691,201 | -$25,330,716 | IUSB, SPYG, IGIB, SPYV, SCHG | 13F-HR | 23 Sep 2021, 13:25 |
| Q4 2019 | 48 | $272,875,000 | $0 | $0 | $0 | BYLD, AGGY, IWP, VO, VCIT | 13F-HR | 22 Sep 2021, 16:39 |