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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 767 | $365,113,078 | +$17,385,604 | -$5,509,528 | +$11,876,076 | AAPL, BIV, DFCF, BSV, VIG | 13F-HR | 27 Jan 2026, 17:47 |
| Q3 2025 | 742 | $346,176,447 | +$12,623,597 | -$4,680,488 | +$7,943,109 | AAPL, BIV, DFCF, BSV, VIG | 13F-HR | 16 Oct 2025, 12:24 |
| Q2 2025 | 748 | $318,997,042 | +$8,698,378 | -$7,212,223 | +$1,486,155 | BIV, AAPL, DFCF, BSV, VIG | 13F-HR | 31 Jul 2025, 11:00 |
| Q1 2025 | 752 | $303,352,258 | +$23,081,805 | -$2,153,124 | +$20,928,681 | AAPL, BIV, DFCF, BSV, BND | 13F-HR | 11 Apr 2025, 11:48 |
| Q4 2024 | 727 | $283,480,923 | +$18,418,203 | -$5,272,050 | +$13,146,153 | AAPL, BIV, DFCF, BSV, BND | 13F-HR | 13 Jan 2025, 10:04 |
| Q3 2024 | 740 | $274,423,094 | +$21,593,151 | -$7,522,097 | +$14,071,054 | AAPL, BIV, DFCF, BSV, BND | 13F-HR | 10 Oct 2024, 15:52 |
| Q2 2024 | 730 | $244,925,452 | +$22,545,502 | -$3,112,298 | +$19,433,204 | AAPL, BIV, BSV, AGG, BNDX | Restatement | 09 Jul 2024, 11:06 |
| Q1 2024 | 711 | $226,467,000 | +$19,745,812 | -$3,872,039 | +$15,873,773 | AAPL, BIV, BSV, VYM, STIP | 13F-HR | 11 Apr 2024, 15:57 |
| Q4 2023 | 680 | $199,506,000 | +$12,674,189 | -$10,493,265 | +$2,180,924 | AAPL, BIV, STIP, BSV, MSFT | 13F-HR | 10 Jan 2024, 16:43 |
| Q3 2023 | 693 | $181,437,000 | +$7,499,057 | -$4,020,644 | +$3,478,413 | AAPL, STIP, BNDX, VYM, VIG | 13F-HR | 16 Oct 2023, 12:07 |
| Q2 2023 | 703 | $185,313,000 | +$7,253,429 | -$3,696,895 | +$3,556,534 | AAPL, STIP, VIG, VYM, MSFT | 13F-HR | 10 Jul 2023, 14:35 |
| Q1 2023 | 684 | $174,786,000 | +$11,733,505 | -$4,575,792 | +$7,157,713 | AAPL, STIP, VYM, VIG, MSFT | 13F-HR | 10 Apr 2023, 14:16 |
| Q4 2022 | 653 | $162,174,000 | +$15,737,858 | -$7,417,970 | +$8,319,888 | AAPL, STIP, VYM, VIG, LNT | 13F-HR | 11 Jan 2023, 17:53 |
| Q3 2022 | 657 | $142,865,000 | +$10,482,401 | -$2,723,238 | +$7,759,163 | AAPL, STIP, LNT, VIG, VYM | 13F-HR | 24 Oct 2022, 17:12 |
| Q2 2022 | 663 | $142,183,000 | +$7,000,389 | -$5,140,745 | +$1,859,644 | AAPL, STIP, LNT, VIG, MSFT | 13F-HR | 22 Aug 2022, 11:48 |
| Q1 2022 | 676 | $165,460,000 | +$13,743,216 | -$6,530,174 | +$7,213,042 | AAPL, STIP, LNT, MSFT, VIG | 13F-HR | 31 May 2022, 17:59 |
| Q4 2021 | 667 | $162,247,000 | $0 | $0 | $0 | AAPL, STIP, MSFT, LNT, VWOB | Restatement | 23 Mar 2022, 16:49 |