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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 150 | $232M | +$4.65M | -$3.63M | +$1.03M | MSFT, NVDA, IVV, LQD, AAPL | 13F-HR | 11/13/2025, 09:30 PM |
| Q2 2025 | 148 | $224M | +$15.7M | -$42.8M | -$27M | MSFT, NVDA, IVV, LQD, SPIB | 13F-HR | 8/12/2025, 01:05 PM |
| Q1 2025 | 741 | $228M | +$57.1M | -$10.1M | +$47M | MSFT, IVV, SPIB, AAPL, NVDA | 13F-HR | 4/29/2025, 12:13 PM |
| Q4 2024 | 137 | $187M | +$68.9M | -$16.4M | +$52.5M | MSFT, IVV, NVDA, SPIB, AAPL | 13F-HR | 2/11/2025, 11:29 AM |
| Q3 2024 | 37 | $134M | +$13.2M | -$60.7M | -$47.5M | MSFT, SPIB, IVV, NVDA, AAPL | 13F-HR | 11/4/2024, 12:12 PM |
| Q2 2024 | 126 | $178M | +$13.6M | -$5.24M | +$8.4M | MSFT, NVDA, IVV, SPIB, AAPL | 13F-HR | 8/9/2024, 12:03 PM |
| Q1 2024 | 124 | $171M | +$38.5M | -$23.3M | +$15.3M | MSFT, IVV, SPIB, NVDA, AAPL | 13F-HR | 5/9/2024, 01:02 PM |
| Q4 2023 | 114 | $147M | +$16.8M | -$16M | +$853K | MSFT, IVV, ZECP, AAPL, SPIB | 13F-HR | 1/9/2024, 07:50 PM |
| Q3 2023 | 111 | $132M | +$11.4M | -$14.2M | -$2.83M | MSFT, IVV, LQD, ZECP, AAPL | 13F-HR | 11/2/2023, 03:52 PM |
| Q2 2023 | 114 | $144M | +$9.03M | -$7.52M | +$1.51M | MSFT, IVV, LQD, ZECP, AAPL | 13F-HR | 7/31/2023, 01:40 PM |
| Q1 2023 | 104 | $132M | +$54.3M | -$40.9M | +$13.4M | MSFT, IVV, LQD, ZECP, SPSB | 13F-HR | 5/4/2023, 06:17 PM |
| Q4 2022 | 86 | $84.1M | +$25.4M | -$26.3M | -$872K | IVV, DGRO, SPIB, ZECP, GCC | 13F-HR | 2/9/2023, 06:43 PM |
| Q3 2022 | 81 | $107M | +$25.6M | -$26.3M | -$648K | MSFT, LQD, IVV, DGRO, AAPL | 13F-HR | 11/8/2022, 05:49 PM |
| Q2 2022 | 79 | $114M | +$20M | -$18.3M | +$1.68M | MSFT, IVV, DGRO, IGIB, ZECP | 13F-HR | 8/8/2022, 06:31 PM |
| Q1 2022 | 80 | $116M | +$11M | -$10.9M | +$125K | MSFT, IVV, SPIB, DGRO, AAPL | 13F-HR | 5/9/2022, 02:14 PM |
| Q4 2021 | 86 | $121M | $0 | $0 | MSFT, IVV, DGRO, AAPL, SPIB | 13F-HR | 1/28/2022, 01:23 PM |