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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 175 | $805,817,200 | +$29,538,092 | -$8,972,036 | +$20,566,056 | MBB, IJR, IGSB, IDEV, IJH | 13F-HR | 16 Oct 2025, 15:10 |
| Q2 2025 | 173 | $735,872,862 | +$69,626,921 | -$36,986,564 | +$32,640,357 | MBB, IJR, IGSB, IDEV, MSFT | 13F-HR | 16 Jul 2025, 18:51 |
| Q1 2025 | 166 | $675,363,251 | +$108,890,524 | -$62,339,519 | +$46,551,005 | IJR, IGSB, IDEV, MBB, AAPL | 13F-HR | 17 Apr 2025, 14:47 |
| Q4 2024 | 165 | $638,702,009 | +$36,456,621 | -$28,892,478 | +$7,564,143 | IJR, IGSB, AAPL, IDEV, MSFT | 13F-HR | 28 Jan 2025, 15:06 |
| Q3 2024 | 182 | $643,444,250 | +$46,540,364 | -$5,975,607 | +$40,564,757 | IJR, IGSB, IDEV, AAPL, MSFT | 13F-HR | 04 Nov 2024, 11:12 |
| Q2 2024 | 176 | $570,579,099 | +$33,378,033 | -$21,152,576 | +$12,225,457 | IJR, IGSB, MSFT, AAPL, IDEV | 13F-HR | 31 Jul 2024, 10:33 |
| Q1 2024 | 177 | $566,156,492 | +$41,523,550 | -$17,779,866 | +$23,743,684 | IJR, IGSB, MSFT, IDEV, AAPL | 13F-HR | 17 Apr 2024, 12:34 |
| Q4 2023 | 176 | $501,274,246 | +$28,782,867 | -$21,716,561 | +$7,066,306 | IJR, IGSB, MSFT, AAPL, IDEV | 13F-HR | 01 Feb 2024, 14:09 |
| Q3 2023 | 202 | $454,176,756 | +$41,308,858 | -$38,033,225 | +$3,275,633 | IJR, AAPL, MSFT, IDEV, IGSB | 13F-HR | 31 Oct 2023, 12:02 |
| Q2 2023 | 195 | $465,637,364 | +$57,988,689 | -$42,011,366 | +$15,977,323 | IJR, AAPL, MSFT, IDEV, BRKB | 13F-HR | 02 Aug 2023, 17:00 |
| Q1 2023 | 201 | $447,434,939 | +$34,976,935 | -$22,200,504 | +$12,776,431 | IJR, AAPL, MSFT, AMZN, BRKB | 13F-HR | 04 May 2023, 14:49 |
| Q4 2022 | 198 | $435,408,105 | +$61,484,403 | -$32,915,194 | +$28,569,209 | IJR, MSFT, AAPL, MRK, BRKB | 13F-HR | 07 Feb 2023, 17:37 |
| Q3 2022 | 175 | $369,698,000 | +$37,155,092 | -$8,809,753 | +$28,345,339 | AAPL, MSFT, BRKB, MRK, LMBS | 13F-HR | 07 Nov 2022, 13:24 |
| Q2 2022 | 177 | $392,090,000 | +$22,022,695 | -$59,574,715 | -$37,552,020 | MSFT, AAPL, LMBS, BRKB, USO | 13F-HR | 28 Jul 2022, 16:51 |
| Q1 2022 | 196 | $481,981,000 | +$30,189,616 | -$21,693,264 | +$8,496,352 | LMBS, AAPL, MSFT, BRKB, CVX | 13F-HR | 05 May 2022, 13:40 |
| Q4 2021 | 205 | $489,983,000 | +$28,551,976 | -$12,745,599 | +$15,806,377 | LMBS, MSFT, AAPL, BRKB, PFE | 13F-HR | 08 Feb 2022, 11:29 |
| Q3 2021 | 198 | $449,136,000 | +$49,258,361 | -$11,968,737 | +$37,289,624 | LMBS, MSFT, AAPL, BRKB, JPM | 13F-HR | 02 Nov 2021, 12:59 |
| Q2 2021 | 197 | $418,606,000 | +$60,633,789 | -$18,778,504 | +$41,855,285 | LMBS, MSFT, AAPL, BRKB, JPM | 13F-HR | 12 Aug 2021, 12:29 |
| Q1 2021 | 190 | $359,077,000 | +$39,559,942 | -$31,091,183 | +$8,468,759 | LMBS, MSFT, AAPL, JPM, BRKB | 13F-HR | 05 May 2021, 17:08 |
| Q4 2020 | 192 | $326,074,000 | +$38,492,486 | -$8,013,806 | +$30,478,680 | SPSB, MSFT, AAPL, BRKB, JPM | 13F-HR | 08 Feb 2021, 14:00 |
| Q3 2020 | 171 | $274,301,000 | +$26,953,940 | -$9,264,123 | +$17,689,817 | SPSB, MSFT, AAPL, BRKB, PG | 13F-HR | 06 Nov 2020, 14:33 |
| Q2 2020 | 166 | $266,926,000 | +$17,867,813 | -$6,139,881 | +$11,727,932 | SPSB, MSFT, AAPL, PG, MRK | 13F-HR | 10 Aug 2020, 17:33 |
| Q1 2020 | 158 | $225,466,000 | +$22,572,843 | -$9,091,444 | +$13,481,399 | SPSB, MSFT, AAPL, MRK, PG | 13F-HR | 06 May 2020, 13:00 |
| Q4 2019 | 170 | $281,625,000 | +$13,039,593 | -$8,318,007 | +$4,721,586 | MSFT, SPSB, BRKB, AAPL, MRK | 13F-HR | 06 Feb 2020, 16:55 |
| Q3 2019 | 161 | $260,887,000 | +$20,934,684 | -$2,155,652 | +$18,779,032 | MSFT, SPSB, BRKB, PG, AAPL | 13F-HR | 12 Nov 2019, 11:51 |
| Q2 2019 | 153 | $244,938,000 | +$26,144,232 | -$3,298,318 | +$22,845,914 | MSFT, BRKB, SPSB, MRK, PG | 13F-HR | 07 Aug 2019, 19:05 |
| Q1 2019 | 149 | $228,845,000 | +$17,327,539 | -$11,482,750 | +$5,844,789 | MSFT, MRK, PG, XOM, BRKB | 13F-HR | 07 May 2019, 16:27 |
| Q4 2018 | 149 | $209,312,000 | +$11,639,572 | -$5,158,397 | +$6,481,175 | MRK, PG, MSFT, BRKB, FLOT | 13F-HR | 08 Feb 2019, 12:11 |
| Q3 2018 | 152 | $231,948,000 | +$10,257,022 | -$4,358,821 | +$5,898,201 | MSFT, MRK, XOM, AAPL, PFE | 13F-HR | 02 Nov 2018, 13:02 |
| Q2 2018 | 151 | $218,525,000 | +$18,240,167 | -$10,797,402 | +$7,442,765 | MSFT, XOM, MRK, INTC, PG | 13F-HR | 13 Aug 2018, 18:31 |
| Q1 2018 | 151 | $218,516,000 | +$20,730,365 | -$12,165,877 | +$8,564,488 | INTC, VOO, MSFT, MRK, XOM | 13F-HR | 10 May 2018, 12:18 |
| Q4 2017 | 146 | $220,626,000 | +$17,456,875 | -$8,228,697 | +$9,228,178 | VOO, JNJ, INTC, XOM, MSFT | 13F-HR | 12 Feb 2018, 16:20 |
| Q3 2017 | 145 | $209,065,000 | +$112,119,901 | -$2,465,402 | +$109,654,499 | XOM, JNJ, MSFT, INTC, GEXXXX | 13F-HR | 14 Nov 2017, 15:20 |
| Q2 2017 | 119 | $100,257,000 | +$7,639,164 | -$72,766,569 | -$65,127,405 | NUV, XOM, JNJ, MSFT, GEXXXX | 13F-HR | 09 Aug 2017, 12:58 |
| Q1 2017 | 133 | $175,966,000 | +$17,916,018 | -$5,222,433 | +$12,693,585 | JNJ, XOM, PFE, MSFT, AAPL | 13F-HR | 11 May 2017, 18:20 |
| Q4 2016 | 131 | $164,407,000 | +$12,555,057 | -$13,217,255 | -$662,198 | JNJ, GEXXXX, XOM, MSFT, PG | 13F-HR | 09 Feb 2017, 15:06 |
| Q3 2016 | 127 | $161,444,000 | +$36,747,591 | -$1,756,905 | +$34,990,686 | PG, JNJ, MDU, INTC, MSFT | 13F-HR | 31 Oct 2016, 12:55 |
| Q2 2016 | 67 | $127,857,000 | +$9,616,208 | -$7,878,261 | +$1,737,947 | JNJ, XOM, PG, MDU, GEXXXX | 13F-HR | 12 Aug 2016, 11:12 |
| Q1 2016 | 71 | $126,017,000 | +$6,765,300 | -$4,648,998 | +$2,116,302 | PG, JNJ, XOM, GEXXXX, MMM | 13F-HR | 12 May 2016, 11:40 |
| Q4 2015 | 80 | $123,577,000 | +$4,116,171 | -$4,036,574 | +$79,597 | PG, JNJ, MSFT, GEXXXX, XOM | 13F-HR | 11 Feb 2016, 13:55 |
| Q3 2015 | 7 | $7,715,000 | $0 | SCHD, SCHM, SCHA, SCHG, SCHF | New Holdings | 11 Feb 2016, 17:07 | ||
| Q3 2015 | 79 | $115,924,000 | +$11,026,153 | -$2,378,786 | +$8,647,367 | PG, JNJ, XOM, NUV, MMM | 13F-HR | 05 Nov 2015, 09:36 |
| Q2 2015 | 7 | $7,457,000 | $0 | SCHD, SCHM, SCHA, SCHG, SCHF | New Holdings | 11 Feb 2016, 17:21 | ||
| Q2 2015 | 76 | $117,553,000 | +$5,092,534 | -$2,189,862 | +$2,902,672 | PG, NUV, XOM, JNJ, MMM | 13F-HR | 30 Jul 2015, 16:48 |
| Q1 2015 | 7 | $7,023,000 | $0 | SCHM, SCHA, SCHD, SCHG, SCHF | New Holdings | 11 Feb 2016, 17:27 | ||
| Q1 2015 | 79 | $117,064,000 | +$9,875,046 | -$2,018,321 | +$7,856,725 | NUV, MMM, XOM, JNJ, PG | 13F-HR | 22 Apr 2015, 18:51 |
| Q4 2014 | 7 | $4,963,240 | $0 | SCHM, SCHA, SCHG, SCHF, SCHE | New Holdings | 11 Feb 2016, 17:33 | ||
| Q4 2014 | 1 | $365,000 | $0 | ABBV | New Holdings | 22 Apr 2015, 19:02 | ||
| Q4 2014 | 73 | $110,422,000 | $0 | MMM, PG, INTC, JNJ, NUV | 13F-HR | 11 Feb 2015, 18:04 |