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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 889 | $1,066,194,310 | +$90,346,179 | -$3,572,355 | +$86,773,824 | SHV, BND, AGG, VUG, VTV | 13F-HR | 15 Jan 2026, 12:40 |
| Q3 2025 | 398 | $977,700,095 | +$63,201,307 | -$9,454,393 | +$53,746,914 | SHV, BND, AGG, VUG, VTV | 13F-HR | 06 Oct 2025, 09:47 |
| Q2 2025 | 414 | $886,139,311 | +$47,140,519 | -$54,110,990 | -$6,970,471 | SHV, AGG, VUG, VTV, BND | 13F-HR | 07 Jul 2025, 11:34 |
| Q1 2025 | 446 | $842,101,780 | +$144,815,240 | -$176,669,442 | -$31,854,202 | SHV, AGG, VTV, VUG, BND | 13F-HR | 08 Apr 2025, 14:48 |
| Q4 2024 | 413 | $872,698,587 | +$73,676,433 | -$11,968,208 | +$61,708,225 | AGG, VUG, VTV, BND, VWO | 13F-HR | 14 Jan 2025, 17:17 |
| Q3 2024 | 394 | $831,570,198 | +$47,676,348 | -$34,055,330 | +$13,621,018 | AGG, VUG, VTV, BND, FNDF | 13F-HR | 03 Oct 2024, 14:57 |
| Q2 2024 | 339 | $774,485,727 | +$16,850,489 | -$6,115,779 | +$10,734,710 | AGG, VUG, VTV, BND, SHV | 13F-HR | 15 Jul 2024, 14:24 |
| Q1 2024 | 336 | $761,117,519 | +$22,230,111 | -$70,988,068 | -$48,757,957 | AGG, VUG, VTV, BND, VOE | 13F-HR | 11 Apr 2024, 11:36 |
| Q4 2023 | 303 | $777,151,802 | +$123,297,305 | -$17,589,147 | +$105,708,158 | AGG, VUG, VTV, VOT, BND | 13F-HR | 10 Jan 2024, 09:42 |
| Q3 2023 | 315 | $620,118,820 | +$31,306,073 | -$58,638,847 | -$27,332,774 | AGG, VUG, VTV, VOT, SHV | 13F-HR | 04 Dec 2023, 16:40 |
| Q2 2023 | 321 | $670,097,503 | +$22,927,259 | -$36,161,560 | -$13,234,301 | SHV, VUG, VTV, AGG, VOT | 13F-HR | 10 Jul 2023, 15:15 |
| Q1 2023 | 311 | $659,510,667 | +$74,838,347 | -$58,086,303 | +$16,752,044 | SHV, VUG, VTV, AGG, VOT | 13F-HR | 07 Apr 2023, 12:37 |
| Q4 2022 | 301 | $617,074,000 | +$206,022,913 | -$83,845,039 | +$122,177,874 | SHV, VTV, VUG, GSY, VOT | 13F-HR | 09 Jan 2023, 11:37 |
| Q3 2022 | 317 | $457,090,003 | +$44,848,615 | -$17,392,957 | +$27,455,658 | VEA, VUG, VTV, VOT, IDEV | 13F-HR | 11 Oct 2022, 16:46 |
| Q2 2022 | 322 | $463,773,003 | +$49,937,928 | -$20,163,236 | +$29,774,692 | VTV, VEA, VUG, VOT, VOE | 13F-HR | 06 Jul 2022, 12:35 |
| Q1 2022 | 328 | $512,398,000 | +$113,109,504 | -$11,270,618 | +$101,838,886 | VTV, VEA, VUG, VOE, IDEV | 13F-HR | 08 Apr 2022, 16:16 |
| Q4 2021 | 307 | $428,620,000 | +$19,258,658 | -$4,635,659 | +$14,622,999 | VTV, VEA, VUG, VOE, VOT | 13F-HR | 14 Jan 2022, 13:23 |
| Q3 2021 | 303 | $390,148,000 | +$256,490,753 | -$7,860,293 | +$248,630,460 | VTV, VEA, VUG, VOE, VOT | 13F-HR | 20 Oct 2021, 10:19 |
| Q2 2021 | 302 | $142,558,000 | +$9,603,185 | -$14,007,750 | -$4,404,565 | XLK, IWB, IVV, XLY, AMZN | 13F-HR | 14 Jul 2021, 12:46 |
| Q1 2021 | 331 | $138,720,000 | +$21,098,897 | -$17,405,275 | +$3,693,622 | XLK, IWB, IVV, XLY, AMZN | 13F-HR | 08 Apr 2021, 14:59 |
| Q4 2020 | 279 | $126,543,000 | +$5,678,900 | -$8,511,474 | -$2,832,574 | XLK, XLY, IVV, AMZN, XLF | 13F-HR | 12 Jan 2021, 09:54 |
| Q3 2020 | 302 | $118,881,000 | +$16,066,020 | -$5,919,270 | +$10,146,750 | XLK, AMZN, IVV, XLF, XLY | 13F-HR | 06 Oct 2020, 12:19 |
| Q2 2020 | 287 | $105,177,000 | +$12,456,173 | -$13,703,395 | -$1,247,222 | XLK, AMZN, IVV, XLF, XLY | 13F-HR | 17 Jul 2020, 09:17 |
| Q1 2020 | 275 | $90,686,000 | +$5,370,252 | -$6,011,268 | -$641,016 | XLK, XLP, XLV, AMZN, XLF | 13F-HR | 07 Apr 2020, 10:48 |
| Q4 2019 | 277 | $113,731,000 | +$5,938,466 | -$5,387,891 | +$550,575 | XLK, XLF, IVV, XLV, XLP | 13F-HR | 07 Jan 2020, 12:58 |
| Q3 2019 | 309 | $105,882,000 | +$6,351,830 | -$9,970,857 | -$3,619,027 | XLF, XLK, AMZN, IVV, BRKB | 13F-HR | 09 Oct 2019, 11:59 |
| Q2 2019 | 287 | $108,602,000 | +$23,540,018 | -$83,015,271 | -$59,475,253 | XLF, AMZN, IVV, BRKB, XLI | 13F-HR | 08 Jul 2019, 11:06 |
| Q1 2019 | 320 | $171,493,000 | +$29,288,383 | -$58,464,513 | -$29,176,130 | XLF, AMT, AAPL, AMZN, BA | 13F-HR | 08 Apr 2019, 17:08 |
| Q4 2018 | 308 | $179,666,000 | +$48,850,635 | -$29,851,199 | +$18,999,436 | IYG, XLF, AMZN, AMT, MSFT | 13F-HR | 22 Jan 2019, 14:25 |
| Q3 2018 | 325 | $221,521,000 | +$12,757,226 | -$8,736,258 | +$4,020,968 | AMZN, AAPL, MU, EMN, BKNG | 13F-HR | 09 Oct 2018, 09:04 |
| Q2 2018 | 344 | $218,554,000 | +$47,563,464 | -$86,621,789 | -$39,058,325 | AMZN, MU, AAPL, AMT, EMN | 13F-HR | 10 Jul 2018, 15:42 |
| Q1 2018 | 339 | $270,778,000 | +$138,655,678 | -$101,380,324 | +$37,275,354 | AGG, MUB, TWX, AMZN, EMN | 13F-HR | 09 Apr 2018, 12:41 |
| Q4 2017 | 362 | $242,039,000 | +$68,797,059 | -$15,894,666 | +$52,902,393 | BND, TWX, WDC, AMZN, JPM | Restatement | 09 Mar 2018, 15:58 |
| Q3 2017 | 299 | $181,724,000 | +$15,565,572 | -$49,138,880 | -$33,573,308 | WDC, JPM, AMZN, BRKB, WFC | 13F-HR | 11 Oct 2017, 18:03 |
| Q2 2017 | 315 | $216,272,000 | +$27,336,485 | -$28,697,310 | -$1,360,825 | JPM, WFC, BRKB, MRK, WDC | 13F-HR | 07 Jul 2017, 15:51 |
| Q1 2017 | 329 | $212,549,002 | +$28,475,165 | -$12,912,357 | +$15,562,808 | JPM, WFC, BRKB, T, MRK | 13F-HR | 06 Apr 2017, 15:27 |
| Q4 2016 | 354 | $196,733,000 | +$7,908,718 | -$45,892,501 | -$37,983,783 | JPM, WFC, TWX, QCOM, BRKB | 13F-HR | 12 Jan 2017, 08:51 |
| Q3 2016 | 387 | $227,923,076 | +$75,041,250 | -$95,721,891 | -$20,680,641 | JPM, QCOM, CSCO, T, WFC | 13F-HR | 19 Oct 2016, 10:05 |
| Q2 2016 | 343 | $261,758,000 | +$42,423,051 | -$1,833,253 | +$40,589,798 | IWV, IJH, VEA, JNJ, JPM | 13F-HR | 08 Jul 2016, 16:41 |
| Q1 2016 | 336 | $218,591,000 | +$30,751,546 | -$27,414,451 | +$3,337,095 | VEA, AAPL, JPM, JNJ, PEP | 13F-HR | 08 Apr 2016, 12:40 |
| Q4 2015 | 342 | $215,998,639 | +$49,470,299 | -$13,425,478 | +$36,044,821 | VEA, HYG, JPM, AAPL, JNJ | 13F-HR | 25 Jan 2016, 17:22 |
| Q3 2015 | 360 | $176,214,000 | +$51,386,265 | -$19,539,369 | +$31,846,896 | VEA, IFGL, AAPL, JPM, JNJ | 13F-HR | 13 Oct 2015, 09:02 |
| Q2 2015 | 352 | $160,052,000 | +$36,609,759 | -$23,493,002 | +$13,116,757 | IFGL, AAPL, JPM, XOM, GEXXXX | 13F-HR | 10 Jul 2015, 12:10 |
| Q1 2015 | 288 | $158,249,000 | $0 | IFGL, AAPL, VEA, XLF, XOM | 13F-HR | 07 May 2015, 12:26 |