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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 95 | $320,076,728 | +$7,800,317 | -$5,421,935 | +$2,378,382 | QQQM, SCHD, VB, VNQ, VTIP | 13F-HR | 30 Jan 2026, 19:21 |
| Q3 2025 | 97 | $315,496,274 | +$26,111,672 | -$3,076,047 | +$23,035,625 | QQQM, SCHD, VB, VNQ, VTIP | 13F-HR | 29 Oct 2025, 12:08 |
| Q2 2025 | 65 | $276,559,362 | +$8,722,765 | -$3,959,038 | +$4,763,727 | QQQM, SCHD, VB, VNQ, VTIP | 13F-HR | 21 Jul 2025, 16:45 |
| Q1 2025 | 63 | $257,113,843 | +$29,743,214 | -$18,314,425 | +$11,428,789 | SCHD, QQQM, VB, VNQ, VTIP | 13F-HR | 29 Apr 2025, 12:50 |
| Q4 2024 | 59 | $254,346,274 | +$45,507,669 | -$1,666,637 | +$43,841,032 | QQQM, SCHD, VB, VNQ, VCSH | 13F-HR | 13 Feb 2025, 19:11 |
| Q3 2024 | 43 | $242,823,693 | +$4,774,098 | -$288,495 | +$4,485,603 | QQQM, SCHD, VB, VNQ, VCSH | 13F-HR | 28 Oct 2024, 13:22 |
| Q2 2024 | 40 | $223,869,066 | +$5,680,650 | -$924,447 | +$4,756,203 | QQQM, SCHD, VB, VNQ, VCSH | 13F-HR | 29 Jul 2024, 17:18 |
| Q1 2024 | 42 | $219,037,384 | +$4,112,502 | -$9,028,301 | -$4,915,799 | QQQM, SCHD, VB, VNQ, VCSH | 13F-HR | 19 Apr 2024, 16:19 |
| Q4 2023 | 37 | $214,337,358 | +$6,104,221 | -$651,420 | +$5,452,801 | QQQM, SCHD, VB, VNQ, VCSH | 13F-HR | 18 Jan 2024, 14:38 |
| Q3 2023 | 34 | $189,639,683 | +$6,370,525 | -$488,836 | +$5,881,689 | SCHD, QQQM, VB, VNQ, VCSH | 13F-HR | 20 Oct 2023, 18:27 |
| Q2 2023 | 32 | $191,344,245 | +$3,927,622 | -$130,405 | +$3,797,217 | QQQM, SCHD, VB, VNQ, VCSH | 13F-HR | 18 Jul 2023, 19:24 |
| Q1 2023 | 30 | $180,301,680 | +$8,781,983 | -$1,841,279 | +$6,940,704 | SCHD, QQQM, VB, VNQ, VCSH | 13F-HR | 22 May 2023, 16:46 |
| Q4 2022 | 28 | $165,702,432 | +$16,228,132 | -$2,436,796 | +$13,791,336 | SCHD, QQQM, VB, VCSH, VNQ | 13F-HR | 17 Jan 2023, 14:02 |
| Q3 2022 | 28 | $145,430,000 | +$7,882,051 | -$2,202,538 | +$5,679,513 | QQQM, SCHD, VB, VCSH, VNQ | 13F-HR | 17 Oct 2022, 18:25 |
| Q2 2022 | 22 | $147,856,000 | +$10,741,668 | -$4,994,707 | +$5,746,961 | SCHD, QQQM, VB, VCSH, VNQ | 13F-HR | 18 Jul 2022, 14:36 |
| Q1 2022 | 22 | $162,365,000 | +$11,892,013 | -$730,822 | +$11,161,191 | SCHD, QQQM, VB, VNQ, VCSH | 13F-HR | 19 Apr 2022, 13:22 |
| Q4 2021 | 19 | $161,118,000 | +$65,900,139 | -$19,887,739 | +$46,012,400 | SCHD, QQQM, VB, VNQ, VCSH | 13F-HR | 19 Jan 2022, 13:08 |
| Q3 2021 | 16 | $109,390,000 | $0 | $0 | $0 | SCHD, VCSH, BND, VB, VGIT | 13F-HR | 29 Nov 2021, 16:38 |