Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2023 | 288 | 1,190,183 | EA SERIES TRUST, VOO, VEA, VTV | 13F-HR | 2/9/2024 | 000195175724000235 |
Q3 2023 | 295 | 1,157,861 | EA SERIES TRUST, VOO, VEA, VTV | 13F-HR | 11/8/2023 | 000195175723000691 |
Q2 2023 | 341 | 1,231,519 | VOO, VTV, VEA, ABBV | 13F-HR | 8/8/2023 | 000195175723000489 |
Q1 2023 | 341 | 1,084,334 | VOO, VEA, ABBV, ABT | 13F-HR | 5/10/2023 | 000195175723000278 |
Q4 2022 | 342 | 1,157,393 | VOO, ABT, VEA, VWO | 13F-HR | 2/3/2023 | 000195175723000104 |
Q3 2022 | 324 | 1,007,427 | VOO, VWO, VTV, ABT | 13F-HR | 10/28/2022 | 000175141222000007 |
Q2 2022 | 334 | 995,519 | VOO, VTV, VBR, MSFT | 13F-HR | 7/26/2022 | 000175141222000006 |
Q1 2022 | 342 | 1,139,992 | VOO, VTV, MSFT, AAPL | 13F-HR | 5/9/2022 | 000175141222000005 |
Q4 2021 | 364 | 1,353,752 | VOO, VEA, MSFT, XLK | 13F-HR | 1/25/2022 | 000175141222000002 |
Q3 2021 | 347 | 1,213,153 | VOO, MSFT, XLK, AAPL | 13F-HR | 11/3/2021 | 000175141221000007 |
Q2 2021 | 348 | 1,213,864 | VOO, MSFT, XLK, AAPL | RESTATEMENT | 7/29/2021 | 000175141221000005 |
Q1 2021 | 333 | 1,085,638 | VOO, MSFT, XLK, VEA | 13F-HR | 5/10/2021 | 000175141221000003 |
Q4 2020 | 349 | 1,158,664 | VOO, TSLA puts, MSFT, XLK | 13F-HR | 2/10/2021 | 000175141221000002 |
Q3 2020 | 325 | 920,870 | VOO, MSFT, XLK, AAPL | 13F-HR | 11/12/2020 | 000175141220000006 |
Q2 2020 | 281 | 851,400 | VOO, MSFT, VEA, AAPL | 13F-HR | 8/4/2020 | 000175141220000005 |
Q1 2020 | 248 | 755,114 | VOO, SPY, VEA, XLK | 13F-HR | 4/29/2020 | 000175141220000003 |
Q4 2019 | 272 | 1,057,024 | VOO, XLK, VEA, SPY | 13F-HR | 2/6/2020 | 000175141220000002 |
Q3 2019 | 251 | 969,208 | VOO, XLK, VEA, SPY | 13F-HR | 10/25/2019 | 000175141219000006 |
Q2 2019 | 214 | 740,577 | VOO, VEA, XLK, IWB | 13F-HR | 8/8/2019 | 000175141219000005 |
Q1 2019 | 218 | 741,046 | VOO, VEA, XLK, IWB | NEW HOLDINGS | 6/21/2019 | 000175141219000004 |
Q1 2019 | 184 | 676,255 | VOO, VEA, XLK, IWB | 13F-HR | 5/14/2019 | 000175141219000003 |
Q4 2018 | 301 | 1,375,648 | VTI, ABBV, XLK, ABT | 13F-HR | 2/13/2019 | 000175141219000002 |