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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 135 | $554M | +$29.8M | -$18.2M | +$11.6M | SCHG, SCHB, AGG, DGRO, IGM | 13F-HR | 11/5/2025, 05:54 PM |
| Q2 2025 | 127 | $510M | +$28.4M | -$10.1M | +$18.2M | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 7/10/2025, 02:53 PM |
| Q1 2025 | 119 | $459M | +$19.5M | -$10.9M | +$8.6M | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 4/8/2025, 10:49 AM |
| Q4 2024 | 119 | $464M | +$116M | -$4.6M | +$111M | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 1/28/2025, 04:10 PM |
| Q3 2024 | 115 | $453M | +$63.3M | -$48M | +$15.3M | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 10/18/2024, 10:08 AM |
| Q2 2024 | 98 | $416M | +$32.4M | -$9.87M | +$22.5M | SCHG, SCHD, SCHB, AGG, DGRO | 13F-HR | 7/10/2024, 02:59 PM |
| Q1 2024 | 90 | $388M | +$33M | -$4.13M | +$28.8M | SCHG, SCHD, SCHB, AGG, DGRO | 13F-HR | 4/10/2024, 03:22 PM |
| Q4 2023 | 81 | $351M | +$12M | -$947K | +$11M | SCHG, SCHD, SCHB, AGG, DGRO | 13F-HR | 2/1/2024, 11:46 AM |
| Q3 2023 | 83 | $311M | +$30.9M | -$11.8M | +$19.2M | SCHG, SCHD, AGG, SCHB, DGRO | 13F-HR | 11/13/2023, 07:37 AM |
| Q2 2023 | 79 | $299M | +$18.3M | -$3.17M | +$15.1M | SCHG, SCHD, SCHB, DGRO, AGG | 13F-HR | 7/28/2023, 09:43 AM |
| Q1 2023 | 72 | $270M | +$23.2M | -$517K | +$22.7M | SCHG, SCHD, SCHB, DGRO, AGG | 13F-HR | 5/10/2023, 01:50 PM |
| Q4 2022 | 71 | $242M | +$11.7M | -$1.8M | +$9.87M | SCHD, SCHG, SCHB, DGRO, AGG | 13F-HR | 2/15/2023, 04:28 PM |
| Q3 2022 | 62 | $215M | +$29.8M | -$765K | +$29.1M | SCHD, SCHG, SCHB, DGRO, AGG | 13F-HR | 11/8/2022, 03:12 PM |
| Q2 2022 | 63 | $203M | +$10.6M | -$3.99M | +$6.65M | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 8/9/2022, 04:53 PM |
| Q1 2022 | 66 | $235M | +$44.9M | -$534K | +$44.4M | SCHD, SCHG, SCHB, AGG, IGM | 13F-HR | 5/6/2022, 02:56 PM |
| Q4 2021 | 63 | $231M | +$9.01M | -$6.37M | +$2.65M | SCHD, SCHG, SCHB, AGG, IGM | 13F-HR | 1/31/2022, 03:30 PM |
| Q3 2021 | 62 | $213M | +$6.51M | -$693K | +$5.82M | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 11/15/2021, 04:05 PM |
| Q2 2021 | 62 | $209M | +$12.3M | -$3.56M | +$8.7M | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 8/2/2021, 12:11 PM |
| Q1 2021 | 63 | $189M | +$12.1M | -$30.6M | -$18.5M | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 5/7/2021, 09:57 AM |
| Q4 2020 | 65 | $196M | +$3.69M | -$1M | +$2.68M | SCHD, SCHB, SCHG, AGG, VTI | 13F-HR | 2/4/2021, 09:49 AM |
| Q3 2020 | 61 | $174M | +$44.8M | -$7.52M | +$37.2M | SCHD, SCHB, AGG, SCHG, VTI | 13F-HR | 11/3/2020, 08:47 AM |
| Q2 2020 | 58 | $129M | +$8.1M | -$1.26M | +$6.84M | SCHD, SCHB, SCHG, VEA, VTI | 13F-HR | 8/14/2020, 10:33 AM |
| Q1 2020 | 55 | $105M | +$13.7M | -$2.24M | +$11.5M | SCHD, SCHB, SCHG, VEA, VTI | 13F-HR | 5/4/2020, 10:46 AM |
| Q4 2019 | 66 | $124M | +$11.5M | -$5.48M | +$6.03M | SCHD, SCHB, VEA, VTI, SCHG | 13F-HR | 1/27/2020, 11:01 AM |
| Q3 2019 | 60 | $112M | +$9.65M | -$6.03M | +$3.62M | SCHD, SCHB, VEA, VTI, IJR | 13F-HR | 11/1/2019, 10:21 AM |
| Q2 2019 | 56 | $107M | +$14.1M | -$25.2M | -$11.1M | SCHB, SCHD, VEA, VTI, IJR | 13F-HR | 7/15/2019, 02:15 PM |
| Q1 2019 | 53 | $117M | +$12.5M | -$5.63M | +$6.89M | MINT, SCHB, SCHD, VEA, VTI | 13F-HR | 5/7/2019, 09:35 PM |
| Q4 2018 | 54 | $101M | +$15.9M | -$5.54M | +$10.3M | MINT, SCHB, VEA, VTI, IJR | 13F-HR | 2/14/2019, 04:58 PM |
| Q3 2018 | 55 | $98.3M | +$11.8M | -$3.4M | +$8.44M | MINT, SCHB, VEA, IJR, VTI | 13F-HR | 11/14/2018, 01:40 PM |
| Q2 2018 | 91 | $111M | +$35.6M | -$12.7M | +$22.9M | MINT, SCHB, VEA, IJR, VTI | 13F-HR | 8/14/2018, 12:53 PM |
| Q1 2018 | 91 | $102M | +$23M | -$2.67M | +$20.3M | BND, VEA, VTI, IJR, GUNR | 13F-HR | 5/14/2018, 03:19 PM |
| Q4 2017 | 96 | $94M | VTI, BND, IJR, BRKB, VEA | 13F-HR | 5/14/2018, 02:34 PM |