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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 142 | $1.99B | +$17.7M | -$9.3M | +$8.38M | INTF, SMLF, LRGF, VGIT, GLDM | 13F-HR | 11/14/2025, 11:27 AM |
| Q2 2025 | 138 | $1.86B | +$66.5M | -$44M | +$22.5M | INTF, SMLF, LRGF, VGIT, EMGF | 13F-HR | 8/1/2025, 03:42 PM |
| Q1 2025 | 133 | $1.71B | +$46.4M | -$28.6M | +$17.8M | INTF, SMLF, LRGF, VGIT, GLDM | 13F-HR | 5/23/2025, 11:55 AM |
| Q4 2024 | 136 | $1.68B | +$226M | -$195M | +$31M | INTF, SMLF, LRGF, VGIT, GLDM | 13F-HR | 2/11/2025, 09:46 AM |
| Q3 2024 | 141 | $1.69B | +$54.2M | -$47.2M | +$6.93M | INTF, LRGF, SMLF, GVI, EMGF | 13F-HR | 11/14/2024, 12:45 PM |
| Q2 2024 | 131 | $1.58B | +$66.8M | -$37.1M | +$29.6M | LRGF, SMLF, INTF, GVI, VCSH | 13F-HR | 8/12/2024, 12:44 PM |
| Q1 2024 | 126 | $1.55B | +$61.9M | -$22M | +$40M | SMLF, LRGF, INTF, GVI, VCSH | 13F-HR | 5/7/2024, 11:58 AM |
| Q4 2023 | 127 | $1.42B | +$57.9M | -$40.9M | +$17M | SMLF, LRGF, INTF, GVI, VCSH | 13F-HR | 2/8/2024, 09:35 AM |
| Q3 2023 | 126 | $1.28B | +$26.3M | -$29.1M | -$2.77M | SMLF, LRGF, INTF, GVI, VCSH | 13F-HR | 11/6/2023, 12:13 PM |
| Q2 2023 | 122 | $1.34B | +$41M | -$36.2M | +$4.86M | SMLF, LRGF, INTF, VCSH, GVI | 13F-HR | 8/10/2023, 08:42 AM |
| Q1 2023 | 119 | $1.29B | +$91.7M | -$94.7M | -$3.1M | SMLF, LRGF, INTF, VCSH, GVI | 13F-HR | 5/12/2023, 09:05 AM |
| Q4 2022 | 121 | $1.25B | +$110M | -$59.7M | +$49.8M | SMLF, LRGF, INTF, VCSH, GVI | 13F-HR | 2/13/2023, 03:02 PM |
| Q3 2022 | 125 | $1.13B | +$80.5M | -$44.1M | +$36.4M | SMLF, LRGF, VCSH, INTF, GVI | 13F-HR | 11/9/2022, 12:35 PM |
| Q2 2022 | 129 | $1.18B | +$52.4M | -$34.2M | +$18.3M | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 8/12/2022, 08:32 AM |
| Q1 2022 | 138 | $1.32B | +$126M | -$40.9M | +$85.5M | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 4/26/2022, 11:51 AM |
| Q4 2021 | 133 | $1.34B | +$44.9M | -$18.9M | +$26M | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 2/15/2022, 03:32 PM |
| Q3 2021 | 128 | $1.27B | +$57.5M | -$29.6M | +$27.8M | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 11/15/2021, 04:24 PM |
| Q2 2021 | 143 | $1.26B | +$50.4M | -$20.6M | +$29.8M | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 8/16/2021, 01:57 PM |
| Q1 2021 | 136 | $1.18B | +$50.7M | -$37.4M | +$13.3M | LRGF, SMLF, INTF, GVI, VCSH | 13F-HR | 5/6/2021, 01:07 PM |
| Q4 2020 | 134 | $1.12B | +$79.8M | -$47.6M | +$32.2M | LRGF, SMLF, INTF, GVI, VCSH | 13F-HR | 2/8/2021, 01:03 PM |
| Q3 2020 | 125 | $974M | +$65M | -$23.7M | +$41.3M | LRGF, INTF, SMLF, GVI, VCSH | 13F-HR | 11/16/2020, 10:48 AM |
| Q2 2020 | 124 | $900M | +$152M | -$98.6M | +$53.4M | LRGF, INTF, SMLF, GVI, VCSH | 13F-HR | 8/11/2020, 09:54 AM |
| Q1 2020 | 120 | $748M | +$152M | -$71.4M | +$80.2M | INTF, LRGF, SMLF, GVI, EMGF | 13F-HR | 5/8/2020, 12:25 PM |
| Q4 2019 | 135 | $870M | +$109M | -$58M | +$50.7M | INTF, SMLF, LRGF, GVI, VCSH | 13F-HR | 2/13/2020, 02:19 PM |
| Q3 2019 | 134 | $782M | +$72.1M | -$42.2M | +$29.9M | INTF, SMLF, GVI, VCSH, LRGF | 13F-HR | 11/14/2019, 11:51 AM |
| Q2 2019 | 136 | $757M | +$54.5M | -$28.2M | +$26.3M | INTF, SMLF, LRGF, VCSH, GVI | 13F-HR | 8/13/2019, 11:04 AM |
| Q1 2019 | 134 | $723M | +$74.9M | -$48.1M | +$26.8M | INTF, SMLF, VCSH, GVI, EMGF | 13F-HR | 4/22/2019, 05:36 PM |
| Q4 2018 | 130 | $639M | +$157M | -$90.7M | +$66.1M | INTF, IWF, VIG, VCSH, GVI | 13F-HR | 2/11/2019, 04:23 PM |
| Q3 2018 | 120 | $671M | +$14M | -$10.1M | +$3.85M | IEFA, IWM, IEMG, IWF, VIG | 13F-HR | 10/25/2018, 10:45 AM |
| Q2 2018 | 118 | $645M | +$46.2M | -$4.29M | +$41.9M | IEFA, IWM, IEMG, IWF, VIG | 13F-HR | 8/6/2018, 11:55 AM |
| Q1 2018 | 107 | $615M | +$22.6M | -$8.78M | +$13.9M | IEFA, IEMG, IWM, IWF, VIG | 13F-HR | 5/14/2018, 03:04 PM |
| Q4 2017 | 119 | $632M | +$27.5M | -$19.4M | +$8.08M | IEFA, IEMG, IWM, IWF, VIG | 13F-HR | 2/5/2018, 12:14 PM |
| Q3 2017 | 117 | $605M | +$34.9M | -$10.8M | +$24.1M | IEFA, IEMG, IWM, IWF, GVI | 13F-HR | 11/6/2017, 09:45 AM |
| Q2 2017 | 115 | $572M | +$22.9M | -$5.19M | +$17.7M | IEFA, IEMG, GVI, IWM, IWF | 13F-HR | 8/14/2017, 10:26 AM |
| Q1 2017 | 114 | $550M | +$19.7M | -$12.7M | +$7M | IEFA, IEMG, IWM, GVI, IWF | 13F-HR | 5/11/2017, 02:52 PM |
| Q4 2016 | 111 | $521M | +$18.7M | -$4.44M | +$14.3M | IEFA, IEMG, IWM, IWF, GVI | 13F-HR | 2/14/2017, 02:04 PM |
| Q3 2016 | 103 | $504M | +$24.3M | -$9.9M | +$14.4M | IEFA, IEMG, IWM, IWF, GVI | 13F-HR | 11/7/2016, 10:36 AM |
| Q2 2016 | 97 | $499M | +$64.9M | -$10.4M | +$54.5M | IEFA, IEMG, IWM, IWF, VIG | 13F-HR | 8/5/2016, 03:12 PM |
| Q1 2016 | 93 | $430M | +$66.9M | -$8.41M | +$58.5M | IEFA, IEMG, IWM, GLD, IWF | 13F-HR | 5/5/2016, 02:26 PM |
| Q4 2015 | 96 | $381M | +$67.2M | -$41.1M | +$26.1M | IEFA, IEMG, IWM, IWF, VNQ | 13F-HR | 2/12/2016, 12:55 PM |
| Q3 2015 | 97 | $361M | +$58.1M | -$13.5M | +$44.6M | EFA, IWM, IEMG, EEM, DBCXXXX | 13F-HR | 11/13/2015, 10:57 AM |
| Q2 2015 | 91 | $357M | +$36.1M | -$29.4M | +$6.69M | EFA, IEMG, IWM, AAPL, IWF | 13F-HR | 8/12/2015, 11:58 AM |
| Q1 2015 | 92 | $388M | +$32.9M | -$7.83M | +$25.1M | EFA, EEM, IWM, AAPL, VNQ | 13F-HR | 5/14/2015, 10:30 AM |
| Q4 2014 | 96 | $368M | +$23.9M | -$12.6M | +$11.4M | EFA, EEM, IWM, VNQ, AAPL | 13F-HR | 2/12/2015, 09:34 AM |
| Q3 2014 | 96 | $358M | +$16.3M | -$3.93M | +$12.4M | EFA, EEM, IWM, AAPL, DBCXXXX | 13F-HR | 11/14/2014, 12:06 PM |
| Q2 2014 | 97 | $361M | +$31M | -$5.01M | +$26M | EFA, EEM, IWM, AAPL, DBCXXXX | 13F-HR | 8/14/2014, 10:25 AM |
| Q1 2014 | 95 | $339M | +$34M | -$6.68M | +$27.3M | EFA, EEM, IWM, DBCXXXX, GLD | 13F-HR | 5/15/2014, 11:31 AM |
| Q4 2013 | 97 | $315M | EFA, EEM, IWM, DBCXXXX, GLD | 13F-HR | 2/14/2014, 08:33 AM |