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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 80 | $537M | +$61.2M | -$1.07M | +$60.2M | VCIT, VOO, EFV, PFFD, VIG | 13F-HR | 5/13/2024, 11:52 AM |
| Q4 2023 | 74 | $462M | +$83.1M | -$55.4M | +$27.8M | VCIT, VOO, EFV, PFFD, VIG | 13F-HR | 2/13/2024, 10:21 AM |
| Q3 2023 | 70 | $399M | +$17.1M | -$7.9M | +$9.18M | VCIT, EFV, VOO, VYM, IEFA | 13F-HR | 11/14/2023, 11:59 AM |
| Q2 2023 | 67 | $404M | +$55.2M | -$28.2M | +$27M | VCIT, EFV, VOO, VYM, IEFA | 13F-HR | 10/10/2023, 12:16 PM |
| Q4 2022 | 62 | $352M | +$40.7M | -$22.8M | +$17.9M | VCIT, EFV, IEFA, VYM, VOO | 13F-HR | 3/24/2023, 07:03 PM |
| Q3 2022 | 60 | $307M | +$42M | -$20.8M | +$21.2M | EFV, PFFD, VOO, IEFA, VYM | 13F-HR | 3/24/2023, 07:16 PM |
| Q2 2022 | 57 | $307M | +$36.9M | -$20M | +$16.9M | PFFD, EFV, VOO, IEFA, TIP | 13F-HR | 3/24/2023, 07:23 PM |
| Q1 2022 | 57 | $335M | +$62.9M | -$45.7M | +$17.2M | VOO, EFV, PFFD, QQQ, VYM | 13F-HR | 3/24/2023, 07:29 PM |
| Q4 2021 | 56 | $332M | +$19.2M | -$4M | +$15.2M | PFFD, VOO, QQQ, VWO, EFV | 13F-HR | 3/24/2023, 07:33 PM |
| Q3 2021 | 62 | $305M | +$33.2M | -$2.12M | +$31.1M | PFFD, VOO, VWO, EFV, VPL | 13F-HR | 3/24/2023, 07:37 PM |
| Q2 2021 | 49 | $279M | +$29.8M | -$1.52M | +$28.2M | PFFD, VOO, VWO, VPL, QQQ | 13F-HR | 3/24/2023, 07:43 PM |
| Q1 2021 | 47 | $240M | +$53.7M | -$9.71M | +$44M | VOO, PFFD, VWO, VPL, QQQ | 13F-HR | 3/24/2023, 08:17 PM |
| Q4 2020 | 49 | $186M | $0 | $0 | VOO, VWO, VPL, VIG, VOE | Restatement | 3/31/2023, 02:55 PM |