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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 77 | $546M | +$8.78M | -$3.1M | +$5.68M | TJX, IVV, AAPL, IJR, MSFT | 13F-HR | 11/6/2025, 04:56 PM |
| Q2 2025 | 70 | $470M | +$28.1M | -$12.5M | +$15.6M | TJX, IVV, IJR, AAPL, MSFT | 13F-HR | 8/12/2025, 12:14 PM |
| Q1 2025 | 79 | $442M | +$32.6M | -$5.58M | +$27M | TJX, IVV, IJR, AAPL, MSFT | 13F-HR | 4/23/2025, 03:40 PM |
| Q4 2024 | 74 | $415M | +$27.6M | -$5.94M | +$21.7M | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 2/4/2025, 11:20 AM |
| Q3 2024 | 78 | $383M | +$4.44M | -$3.6M | +$835K | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 10/24/2024, 04:47 PM |
| Q2 2024 | 73 | $359M | +$3.17M | -$10.7M | -$7.57M | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 8/2/2024, 02:07 PM |
| Q1 2024 | 69 | $342M | +$6.48M | -$15.2M | -$8.7M | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 4/22/2024, 10:27 AM |
| Q4 2023 | 66 | $326M | +$25.4M | -$4.61M | +$20.8M | TJX, IVV, IGSB, AAPL, SUB | 13F-HR | 1/29/2024, 09:22 AM |
| Q3 2023 | 61 | $287M | +$6.03M | -$10.2M | -$4.21M | TJX, IVV, IGSB, AAPL, SUB | 13F-HR | 10/30/2023, 10:17 AM |
| Q2 2023 | 61 | $283M | +$4.27M | -$1.45M | +$2.82M | TJX, IVV, AAPL, SUB, IGSB | 13F-HR | 7/31/2023, 12:38 PM |
| Q1 2023 | 59 | $260M | +$2.47M | -$7.23M | -$4.77M | TJX, IVV, SUB, AAPL, IGSB | 13F-HR | 5/1/2023, 05:05 PM |
| Q4 2022 | 69 | $294M | +$36.6M | -$1.16M | +$35.4M | TJX, GVI, IVV, IWD, SUB | 13F-HR | 1/31/2023, 11:07 AM |
| Q3 2022 | 55 | $210M | +$37.8M | -$1.19M | +$36.6M | TJX, IVV, SUB, AAPL, IGSB | 13F-HR | 11/14/2022, 11:27 AM |
| Q2 2022 | 62 | $186M | +$22.3M | -$2.89M | +$19.4M | TJX, EFV, SUB, IVV, AAPL | 13F-HR | 8/12/2022, 09:33 AM |
| Q1 2022 | 59 | $191M | +$24.9M | -$7.43M | +$17.4M | TJX, IVV, AAPL, IGSB, SUB | 13F-HR | 5/11/2022, 03:57 PM |
| Q4 2021 | 74 | $217M | +$13.1M | -$41M | -$27.9M | TJX, IVV, SUB, MUB, AAPL | 13F-HR | 2/11/2022, 09:31 AM |
| Q3 2021 | 69 | $217M | +$201M | -$133M | +$67.8M | TJX, SUB, MUB, IVV, AAPL | Restatement | 11/23/2021, 06:42 AM |
| Q2 2021 | 96 | $149M | +$138M | -$172M | -$34.1M | PDBC, IEF, MTUM, TIP, GLD | Restatement | 8/16/2021, 03:50 PM |
| Q1 2021 | 27 | $182M | +$3.99M | -$3.68M | +$303K | TJX, IVV, AAPL, AMZN, MSFT | 13F-HR | 5/17/2021, 07:56 AM |
| Q4 2020 | 27 | $154M | +$609K | -$411K | +$198K | TJX, IVV, AAPL, AMZN, SUB | 13F-HR | 2/11/2021, 04:15 PM |
| Q3 2020 | 29 | $157M | +$3.96M | -$493K | +$3.46M | TJX, IVV, AAPL, AMZN, MSFT | 13F-HR | 11/13/2020, 02:31 PM |
| Q2 2020 | 24 | $145M | TJX, IVV, AMZN, SUB, MSFT | 13F-HR | 8/13/2020, 07:54 PM | |||
| Q1 2020 | 9 | $5.92M | AAPL, AMZN, MSFT, PYPL, VZ | 13F-HR | 5/14/2020, 06:27 PM | |||
| Q4 2019 | 26 | $163M | +$2.75M | -$2.05K | +$2.75M | TJX, IVV, AAPL, AMZN, BRKB | 13F-HR | 2/12/2020, 02:42 PM |
| Q3 2019 | 23 | $147M | +$2.09M | -$383K | +$1.7M | TJX, IVV, AAPL, AMZN, BRKB | 13F-HR | 11/5/2019, 01:57 PM |
| Q2 2019 | 20 | $139M | +$2.85M | +$2.85M | TJX, IVV, AMZN, AAPL, BRKB | 13F-HR | 8/13/2019, 05:49 PM | |
| Q1 2019 | 121 | $141M | +$9.44M | -$11.2M | -$1.71M | TJX, IVV, AMZN, AAPL, BRKB | 13F-HR | 5/14/2019, 09:56 PM |
| Q4 2018 | 10 | $120M | TJX, IVV, BRKB, AAPL, VWO | 13F-HR | 2/14/2019, 08:21 PM |