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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 157 | $505M | +$85.6M | -$91.7M | -$6.14M | IVV, NMFC, IWM, IWD, BFEB | 13F-HR | 25 Oct 2022, 09:26 |
| Q2 2022 | 157 | $550M | +$69.8M | -$14.5M | +$55.3M | IVV, VEU, NMFC, IWM, IWD | 13F-HR | 21 Jul 2022, 10:22 |
| Q1 2022 | 167 | $598M | +$113M | -$17.8M | +$95.4M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 03 May 2022, 14:21 |
| Q4 2021 | 152 | $530M | +$40.2M | -$2.29M | +$37.9M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 01 Feb 2022, 14:55 |
| Q3 2021 | 144 | $468M | +$27.8M | -$5.57M | +$22.2M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 29 Oct 2021, 15:08 |
| Q2 2021 | 131 | $454M | +$40.9M | -$23M | +$17.9M | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 29 Jul 2021, 12:27 |
| Q1 2021 | 118 | $413M | +$91M | -$21.6M | +$69.4M | IWM, IVV, VEU, IWR, NMFC | 13F-HR | 06 May 2021, 15:59 |
| Q4 2020 | 96 | $322M | +$97.1M | -$31.2M | +$65.9M | IVV, IWM, VEU, NMFC, ESGE | 13F-HR | 11 Feb 2021, 10:08 |
| Q3 2020 | 79 | $227M | +$29.8M | -$102M | -$72.1M | NMFC, IVV, KJAN, VEU, ESGE | 13F-HR | 21 Oct 2020, 15:23 |
| Q2 2020 | 85 | $288M | +$43.4M | -$36.5M | +$6.94M | IVV, IWM, NMFC, VEU, POCT | 13F-HR | 10 Aug 2020, 13:28 |
| Q1 2020 | 74 | $240M | +$65.2M | -$85.7M | -$20.4M | IVV, IWM, VEU, NMFC, IWR | 13F-HR | 05 May 2020, 15:13 |
| Q4 2019 | 135 | $361M | +$13M | -$8.43M | +$4.57M | POCT, IDV, IVV, NMFC, IWR | 13F-HR | 23 Jan 2020, 09:02 |
| Q3 2019 | 141 | $338M | +$25.4M | -$6.69M | +$18.7M | POCT, IDV, IVV, NMFC, IWR | 13F-HR | 18 Oct 2019, 12:46 |
| Q2 2019 | 137 | $324M | +$56.5M | -$26.6M | +$29.9M | POCT, IDV, IVV, IWR, NMFC | 13F-HR | 17 Jul 2019, 10:03 |
| Q1 2019 | 132 | $290M | +$13.3M | -$11.8M | +$1.57M | IVV, IDV, IWR, NMFC, VEU | 13F-HR | 12 Apr 2019, 11:24 |
| Q4 2018 | 122 | $264M | +$69.9M | -$38.7M | +$31.2M | IVV, IDV, IWR, NMFC, VEU | 13F-HR | 04 Feb 2019, 12:57 |
| Q3 2018 | 146 | $293M | +$31.4M | -$36.8M | -$5.41M | IVV, NMFC, IWR, IWM, VEU | 13F-HR | 29 Oct 2018, 16:06 |
| Q2 2018 | 116 | $296M | +$33.7M | -$6.48M | +$27.2M | IVV, NMFC, VEU, IWR, IWM | 13F-HR | 19 Jul 2018, 14:43 |
| Q1 2018 | 110 | $279M | +$20.9M | -$12.8M | +$8.11M | IVV, VEU, IWR, NMFC, IWM | 13F-HR | 26 Apr 2018, 11:29 |
| Q4 2017 | 109 | $288M | +$47.5M | -$39M | +$8.49M | IVV, VEU, IWR, NMFC, VEA | 13F-HR | 19 Jan 2018, 08:05 |
| Q3 2017 | 110 | $280M | +$11.8M | -$9.72M | +$2.05M | IVV, IWR, AMJ, VEU, NMFC | 13F-HR | 19 Oct 2017, 15:11 |
| Q2 2017 | 116 | $275M | +$16.6M | -$18.4M | -$1.84M | IVV, AMJ, IWR, VEU, NMFC | 13F-HR | 19 Jul 2017, 10:19 |
| Q1 2017 | 109 | $278M | +$59.8M | -$24.7M | +$35.1M | AMJ, IVV, IWR, VEU, NMFC | 13F-HR | 19 Apr 2017, 17:37 |
| Q4 2016 | 105 | $246M | +$80.6M | -$2.33M | +$78.2M | NMFC, IWR, IVV, IWB, IJR | 13F-HR | 25 Jan 2017, 18:25 |
| Q3 2016 | 96 | $167M | +$10.7M | -$14.1M | -$3.41M | NMFC, IWB, IWR, AMU, IJR | 13F-HR | 20 Oct 2016, 11:05 |
| Q2 2016 | 113 | $177M | +$21.4M | -$5.54M | +$15.8M | NMFC, IWB, IWR, AMU, IJR | 13F-HR | 25 Jul 2016, 17:20 |
| Q1 2016 | 115 | $158M | +$28.3M | -$4.4M | +$23.9M | IWB, NMFC, IWR, AMU, IJR | 13F-HR | 14 Apr 2016, 19:21 |
| Q4 2015 | 98 | $137M | +$19.9M | -$14.3M | +$5.61M | IWB, NMFC, AMU, IJR, IWM | 13F-HR | 26 Jan 2016, 05:55 |
| Q3 2015 | 97 | $136M | +$27.7M | -$4.03M | +$23.7M | IWB, NMFC, AMJ, IJR, IWM | 13F-HR | 14 Oct 2015, 21:25 |
| Q2 2015 | 78 | $128M | +$7.44M | -$3.98M | +$3.46M | IWB, NMFC, IJR, IWM, IEV | 13F-HR | 16 Jul 2015, 19:01 |
| Q1 2015 | 73 | $126M | +$8.4M | -$11.5M | -$3.05M | IWB, NMFC, IWM, IJR, OEF | 13F-HR | 08 May 2015, 21:15 |
| Q4 2014 | 60 | $126M | +$13.1M | -$4.52M | +$8.57M | IWB, NMFC, IWM, IJR, OEF | 13F-HR | 09 Feb 2015, 06:35 |
| Q3 2014 | 59 | $119M | +$7.92M | -$6.34M | +$1.58M | IWB, NMFC, AMJ, IWM, IJR | 13F-HR | 10 Nov 2014, 05:09 |
| Q2 2014 | 51 | $124M | +$36.4M | -$2.65M | +$33.7M | IWB, NMFC, IWM, IJR, AMJ | 13F-HR | 08 Aug 2014, 13:35 |
| Q1 2014 | 50 | $90.9M | +$14.7M | -$3.63M | +$11.1M | IJR, IWD, IWM, OEF, NMFC | 13F-HR | 09 May 2014, 15:02 |
| Q4 2013 | 45 | $95.4M | IWB, IWD, OEF, IWM, IJR | 13F-HR | 05 Feb 2014, 12:58 |