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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 115 | $407,304,568 | +$11,823,835 | -$61,027,821 | -$49,203,986 | CACI, SCHX, BIV, SPY, SPIB | 13F-HR | 05 Nov 2025, 16:44 |
| Q2 2025 | 116 | $437,318,039 | +$15,715,261 | -$5,234,852 | +$10,480,409 | CACI, SCHX, GLDM, BIV, SPIB | 13F-HR | 09 Jul 2025, 16:05 |
| Q1 2025 | 110 | $399,127,403 | +$7,735,742 | -$4,911,814 | +$2,823,928 | GLDM, BIV, SCHX, CACI, SPIB | 13F-HR | 22 Apr 2025, 11:47 |
| Q4 2024 | 112 | $393,886,496 | +$48,316,431 | -$6,148,993 | +$42,167,438 | SCHX, CACI, BIV, GLDM, SPIB | 13F-HR | 06 Feb 2025, 12:00 |
| Q3 2024 | 118 | $406,427,415 | +$6,158,644 | -$6,844,868 | -$686,224 | CACI, SCHX, BIV, GLDM, SPY | 13F-HR | 31 Oct 2024, 18:06 |
| Q2 2024 | 111 | $379,465,226 | +$3,265,173 | -$25,325,198 | -$22,060,025 | CACI, SCHX, BIV, SPY, GLDM | 13F-HR | 16 Jul 2024, 15:29 |
| Q1 2024 | 119 | $394,361,082 | +$28,700,171 | -$2,952,015 | +$25,748,156 | CACI, SCHX, SPY, BIV, GLDM | 13F-HR | 18 Apr 2024, 10:42 |
| Q4 2023 | 107 | $350,323,241 | +$22,525,962 | -$23,513,251 | -$987,289 | CACI, SCHX, BIV, SPIB, SPY | 13F-HR | 01 Feb 2024, 15:45 |
| Q3 2023 | 101 | $325,590,994 | +$14,983,573 | -$5,031,815 | +$9,951,758 | BIV, CACI, SCHX, SPIB, SPY | 13F-HR | 11 Oct 2023, 13:17 |
| Q2 2023 | 107 | $331,840,010 | +$28,067,420 | -$28,891,932 | -$824,512 | BIV, CACI, SCHX, SPY, SPIB | 13F-HR | 18 Jul 2023, 12:42 |
| Q1 2023 | 104 | $321,766,335 | +$26,044,856 | -$9,015,500 | +$17,029,356 | CACI, BIV, GLDM, MTUM, SPIB | 13F-HR | 13 Apr 2023, 11:50 |
| Q4 2022 | 106 | $298,570,345 | +$71,846,722 | -$29,450,628 | +$42,396,094 | CACI, BIV, MTUM, GLDM, SPY | Restatement | 15 Feb 2023, 09:09 |
| Q3 2022 | 87 | $248,727,457 | +$19,597,463 | -$4,527,210 | +$15,070,253 | CACI, BIV, EFAV, MTUM, SPY | 13F-HR | 11 Oct 2022, 11:07 |
| Q2 2022 | 90 | $287,749,000 | +$33,190,507 | -$36,936,301 | -$3,745,794 | CACI, EFAV, MTUM, GLDM, BIV | 13F-HR | 29 Jul 2022, 09:00 |
| Q1 2022 | 100 | $333,380,000 | +$68,053,492 | -$13,910,802 | +$54,142,690 | EFAV, CACI, BIV, MTUM, SPY | 13F-HR | 18 Apr 2022, 21:25 |
| Q4 2021 | 91 | $306,130,000 | +$22,754,699 | -$11,834,407 | +$10,920,292 | EFAV, CACI, MTUM, BIV, SPY | 13F-HR | 13 Jan 2022, 10:42 |
| Q3 2021 | 97 | $313,722,000 | +$43,519,962 | -$5,549,963 | +$37,969,999 | EFAV, BIV, CACI, MTUM, SPY | 13F-HR | 06 Oct 2021, 16:07 |
| Q2 2021 | 94 | $276,897,000 | +$4,600,401 | -$10,520,756 | -$5,920,355 | EFAV, BIV, MTUM, SPY, GLDMXXXX | 13F-HR | 14 Jul 2021, 15:34 |
| Q1 2021 | 91 | $271,324,000 | +$5,630,192 | -$27,456,476 | -$21,826,284 | EFAV, BIV, MTUM, SPY, GLDMXXXX | 13F-HR | 15 Apr 2021, 09:28 |
| Q4 2020 | 370 | $290,088,143 | +$9,494,509 | -$7,354,343 | +$2,140,166 | EFAV, BIV, MTUM, SPY, GLDMXXXX | 13F-HR | 10 Feb 2021, 19:55 |
| Q3 2020 | 368 | $267,232,131 | +$47,662,740 | -$36,742,819 | +$10,919,921 | BIV, EFAV, MTUM, GLDMXXXX, SPY | 13F-HR | 10 Nov 2020, 10:07 |
| Q2 2020 | 378 | $246,423,150 | +$7,805,139 | -$8,659,447 | -$854,308 | AGGP, EFAV, MTUM, SPY, GLDMXXXX | 13F-HR | 05 Aug 2020, 14:48 |
| Q1 2020 | 373 | $222,384,135 | +$10,831,085 | -$6,279,773 | +$4,551,312 | AGGP, EFAV, MTUM, SPY, GLDMXXXX | 13F-HR | 29 Apr 2020, 12:35 |
| Q4 2019 | 325 | $256,256,003 | +$21,044,138 | -$19,990,856 | +$1,053,282 | AGGP, EFAV, SPY, MTUM, EEMV | 13F-HR | 28 Jan 2020, 16:42 |
| Q3 2019 | 327 | $242,902,003 | +$18,487,545 | -$2,213,347 | +$16,274,198 | AGGP, EFAV, SPY, MTUM, VWO | 13F-HR | 31 Oct 2019, 15:29 |
| Q2 2019 | 331 | $228,157,003 | +$3,434,628 | -$1,651,392 | +$1,783,236 | AGGP, EFAV, SPY, MTUM, VWO | 13F-HR | 05 Aug 2019, 15:20 |
| Q1 2019 | 343 | $188,160,480 | +$14,662,025 | -$22,401,894 | -$7,739,869 | EFAV, SPY, MTUM, VWO, SCHP | 13F-HR | 24 Apr 2019, 16:46 |
| Q4 2018 | 334 | $211,428,003 | +$24,137,079 | -$11,067,940 | +$13,069,139 | AGGP, EFAV, SPY, VWO, MTUM | 13F-HR | 07 Feb 2019, 16:31 |
| Q3 2018 | 367 | $220,352,003 | +$7,053,718 | -$1,430,292 | +$5,623,426 | EFAV, AGGP, MTUM, SPY, VWO | 13F-HR | 30 Oct 2018, 14:27 |
| Q2 2018 | 355 | $208,652,003 | +$24,371,306 | -$7,047,506 | +$17,323,800 | EFAV, AGGP, MTUM, SPY, VWO | 13F-HR | 27 Jul 2018, 10:42 |
| Q1 2018 | 365 | $196,450,000 | +$37,062,216 | -$957,504 | +$36,104,712 | EFAV, AGGP, SPY, VWO, FM | 13F-HR | 24 Apr 2018, 17:18 |
| Q4 2017 | 358 | $160,748,000 | +$3,021,711 | -$1,177,212 | +$1,844,499 | EFAV, SPY, VWO, FM, SCHP | 13F-HR | 30 Jan 2018, 16:17 |
| Q3 2017 | 340 | $152,717,000 | +$3,797,609 | -$5,743,916 | -$1,946,307 | EFAV, SPY, VWO, FM, SCHP | 13F-HR | 08 Nov 2017, 16:32 |
| Q2 2017 | 372 | $138,749,017 | +$11,768,978 | -$3,138,562 | +$8,630,416 | EFAV, SPY, VWO, SCHP, SCHA | 13F-HR | 07 Aug 2017, 12:08 |
| Q1 2017 | 337 | $138,701,000 | +$7,428,101 | -$160,546,877 | -$153,118,776 | EFAV, SPY, VWO, SCHP, FM | 13F-HR | 28 Apr 2017, 16:22 |
| Q4 2016 | 360 | $107,380,000 | +$17,500,745 | -$2,057,346 | +$15,443,399 | SPY, VWO, SCHP, SCHA, FM | 13F-HR | 31 Jan 2017, 12:22 |
| Q3 2016 | 354 | $90,614,004 | +$1,436,047 | -$19,392,472 | -$17,956,425 | SPY, VWO, FM, SCHA, UNH | 13F-HR | 26 Oct 2016, 12:06 |
| Q2 2016 | 359 | $89,649,070 | +$1,097,430 | -$3,261,893 | -$2,164,463 | SPY, VWO, FM, SCHA, BNDX | 13F-HR | 22 Jul 2016, 14:15 |
| Q1 2016 | 497 | $109,520,000 | +$12,346,016 | -$24,374,942 | -$12,028,926 | SPY, EFAV, VWO, FM, SCHA | Restatement | 13 May 2016, 15:04 |
| Q4 2015 | 458 | $118,980,000 | +$26,407,975 | -$6,883,627 | +$19,524,348 | SPY, EFAV, VWO, BNDX, SCHA | 13F-HR | 29 Jan 2016, 13:57 |
| Q3 2015 | 340 | $77,085,021 | +$5,818,304 | -$2,260,195 | +$3,558,109 | EFAV, VWO, SCHA, FM, BNDX | 13F-HR | 21 Oct 2015, 16:20 |
| Q2 2015 | 346 | $82,923,677 | +$8,102,763 | -$1,381,185 | +$6,721,578 | SPY, VWO, SCHA, BNDX, UNH | 13F-HR | 31 Jul 2015, 17:40 |
| Q1 2015 | 328 | $97,630,000 | +$12,935,366 | -$8,859,277 | +$4,076,089 | SPY, EFAV, VWO, FM, SCHA | Restatement | 03 Aug 2015, 17:40 |
| Q4 2014 | 323 | $94,045,007 | $0 | SPY, EFAV, VWO, FM, CWI | Restatement | 31 Jul 2015, 17:46 |