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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 88 | $276M | +$6.3M | -$4.68M | +$1.62M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 10/15/2025, 03:37 PM |
| Q2 2025 | 81 | $259M | +$5.21M | -$3.23M | +$1.97M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 7/10/2025, 10:54 AM |
| Q1 2025 | 80 | $233M | +$1.21M | -$3.78M | -$2.58M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 4/8/2025, 02:38 PM |
| Q4 2024 | 81 | $239M | +$34.3M | -$2.19M | +$32.1M | VTI, SCHG, PM, SCHB, VBR | 13F-HR | 2/4/2025, 04:00 PM |
| Q3 2024 | 82 | $235M | +$7.73M | -$833K | +$6.9M | VTI, SCHG, PM, SCHB, VBR | 13F-HR | 2/4/2025, 03:58 PM |
| Q2 2024 | 80 | $212M | +$5.83M | -$2.47M | +$3.37M | VTI, SCHG, PM, SCHB, VBR | 13F-HR | 2/4/2025, 03:57 PM |
| Q1 2024 | 77 | $207M | +$5.57M | -$6.93M | -$1.36M | VTI, SCHG, PM, SCHB, VBR | 13F-HR | 2/4/2025, 03:54 PM |
| Q4 2023 | 80 | $194M | +$4.74M | -$4.69M | +$47.7K | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 2/4/2025, 03:08 PM |
| Q3 2023 | 75 | $175M | +$4.55M | -$2.7M | +$1.86M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 2/4/2025, 03:06 PM |
| Q2 2023 | 76 | $182M | +$3.44M | -$3.49M | -$48.7K | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 2/4/2025, 03:04 PM |
| Q1 2023 | 77 | $172M | +$4.71M | -$2.33M | +$2.38M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 2/4/2025, 03:02 PM |
| Q4 2022 | 74 | $163M | +$8.74M | -$4.58M | +$4.16M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 2/4/2025, 01:12 PM |
| Q3 2022 | 66 | $145M | +$5.39M | -$2.95M | +$2.44M | VTI, PM, SCHG, SCHB, VBR | 13F-HR | 2/4/2025, 01:09 PM |
| Q2 2022 | 68 | $151M | +$54.5M | -$796K | +$53.7M | VTI, PM, SCHG, SCHB, SCHV | 13F-HR | 2/4/2025, 01:01 PM |
| Q1 2022 | 35 | $117M | +$14.3M | -$2.02M | +$12.3M | VTI, SCHG, SCHB, SCHV, VBR | 13F-HR | 2/4/2025, 12:56 PM |
| Q4 2021 | 35 | $122M | $0 | $0 | VTI, SCHG, SCHB, SCHV, VBR | 13F-HR | 2/4/2025, 12:07 PM |