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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 70 | $570,828,266 | +$11,958,259 | -$6,699,867 | +$5,258,392 | VCRB, VUG, VYM, BSV, IEFA | 13F-HR | 14 Oct 2025, 14:46 |
| Q2 2025 | 70 | $539,404,237 | +$11,638,404 | -$6,139,694 | +$5,498,710 | VCRB, VUG, VYM, BSV, IEFA | 13F-HR | 17 Jul 2025, 18:58 |
| Q1 2025 | 69 | $502,023,776 | +$23,862,456 | -$25,717,597 | -$1,855,141 | VCRB, VYM, VUG, BSV, IEFA | 13F-HR | 16 Apr 2025, 13:52 |
| Q4 2024 | 70 | $512,088,150 | +$124,915,761 | -$80,366,315 | +$44,549,446 | VUG, VYM, VCRB, BSV, IEFA | 13F-HR | 16 Jan 2025, 16:22 |
| Q3 2024 | 53 | $488,928,899 | +$6,853,709 | -$5,335,365 | +$1,518,344 | BND, VUG, VYM, BSV, IEFA | 13F-HR | 09 Oct 2024, 12:12 |
| Q2 2024 | 53 | $466,139,498 | +$5,986,531 | -$6,674,660 | -$688,129 | BND, VUG, VYM, BSV, IEFA | 13F-HR | 09 Oct 2024, 12:12 |
| Q1 2024 | 54 | $461,108,242 | +$8,953,830 | -$9,814,488 | -$860,658 | BND, VUG, VYM, BSV, IEFA | 13F-HR | 09 Oct 2024, 12:12 |
| Q4 2023 | 54 | $440,321,272 | +$7,304,796 | -$2,505,115 | +$4,799,681 | BND, VUG, VYM, BSV, IEFA | 13F-HR | 09 Oct 2024, 12:12 |
| Q3 2023 | 50 | $401,925,721 | +$9,104,396 | -$5,712,442 | +$3,391,954 | BND, VUG, VYM, BSV, IEFA | 13F-HR | 09 Oct 2024, 12:12 |
| Q2 2023 | 54 | $412,450,717 | +$17,844,568 | -$11,302,014 | +$6,542,554 | BND, VUG, VYM, BSV, IEFA | 13F-HR | 09 Oct 2024, 12:12 |
| Q1 2023 | 49 | $391,808,458 | +$13,023,802 | -$7,409,646 | +$5,614,156 | BND, VUG, VYM, BSV, VIG | 13F-HR | 09 Oct 2024, 12:12 |
| Q4 2022 | 48 | $368,897,494 | +$37,595,637 | -$33,860,940 | +$3,734,697 | BND, VYM, VUG, BSV, VIG | 13F-HR | 09 Oct 2024, 12:09 |
| Q3 2022 | 47 | $349,203,407 | +$11,456,565 | -$9,846,146 | +$1,610,419 | BND, VYM, VUG, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q2 2022 | 47 | $366,137,463 | +$17,268,965 | -$9,763,925 | +$7,505,040 | BND, VYM, VUG, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q1 2022 | 50 | $411,126,593 | +$25,872,350 | -$1,957,111 | +$23,915,239 | BND, VUG, VYM, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q4 2021 | 47 | $422,495,410 | +$10,107,035 | -$2,114,070 | +$7,992,965 | BND, VUG, VYM, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q3 2021 | 45 | $397,709,781 | +$7,533,452 | -$3,534,468 | +$3,998,984 | BND, VUG, VYM, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q2 2021 | 45 | $397,288,153 | +$21,903,635 | -$2,803,724 | +$19,099,911 | BND, VUG, VYM, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q1 2021 | 44 | $361,031,797 | +$12,654,123 | -$4,520,330 | +$8,133,793 | BND, VUG, VYM, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q4 2020 | 45 | $345,475,660 | +$20,672,529 | -$8,669,555 | +$12,002,974 | BND, VUG, VYM, BSV, VEA | 13F-HR | 09 Oct 2024, 12:09 |
| Q3 2020 | 40 | $308,233,035 | +$13,604,485 | -$8,225,280 | +$5,379,205 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q2 2020 | 41 | $288,530,587 | +$4,158,139 | -$4,861,969 | -$703,830 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q1 2020 | 40 | $256,269,937 | +$7,514,520 | -$3,695,840 | +$3,818,680 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q4 2019 | 41 | $290,454,284 | +$4,082,826 | -$3,452,276 | +$630,550 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q3 2019 | 38 | $277,093,109 | +$4,895,087 | -$3,936,422 | +$958,665 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q2 2019 | 39 | $274,458,138 | +$10,217,709 | -$8,525,330 | +$1,692,379 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q1 2019 | 37 | $265,858,232 | +$9,231,223 | -$7,240,416 | +$1,990,807 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q4 2018 | 39 | $243,474,100 | +$12,888,181 | -$9,558,837 | +$3,329,344 | BND, VUG, VYM, BSV, VEA | 13F-HR | 18 Oct 2024, 14:35 |
| Q3 2018 | 37 | $262,506,686 | $0 | $0 | $0 | BND, VUG, VYM, VEA, BSV | 13F-HR | 18 Oct 2024, 14:35 |