Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SCHG SCHWAB STRATEGIC TR	17.1M	$556.7M	4.5%	—	$31.82	+3.34%	2 qtrs	Increased 62
QQQM INVESCO EXCH TRADED FD TR II	2.1M	$540.4M	4.4%	—	$246.17	+3.60%	2 qtrs	Decreased 0
VUG VANGUARD INDEX FDS	1.1M	$530.7M	4.3%	—	$475.67	+3.37%	14 qtrs	Increased 58
SPYG SPDR SERIES TRUST	4.4M	$473.8M	3.8%	—	$103.90	+3.45%	2 qtrs	Decreased 0
AGG ISHARES TR	4.6M	$458.7M	3.7%	—	$95.27	+4.76%	23 qtrs	Increased 57
VGT VANGUARD WORLD FD	553,542	$417.2M	3.4%	—	$743.15	+2.39%	2 qtrs	Increased 60
IEFA ISHARES TR	4.5M	$399M	3.2%	—	$85.55	+5.05%	2 qtrs	Increased 61
MGK VANGUARD WORLD FD	875,123	$361.2M	2.9%	—	$400.82	+3.79%	2 qtrs	Increased 56
FELG FIDELITY COVINGTON TRUST	8.6M	$360M	2.9%	—	$40.96	+2.61%	2 qtrs	Increased 56
VYM VANGUARD WHITEHALL FDS	2.3M	$332.2M	2.7%	—	$139.73	+3.45%	2 qtrs	Increased 55
SPYM SPDR SERIES TRUST	4.1M	$328.2M	2.6%	—	$77.84	+3.83%	2 qtrs	Unchanged 0
SPMO INVESCO EXCH TRADED FD TR II	2.5M	$293M	2.4%	—	$120.42	-0.06%	2 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	4.6M	$285M	2.3%	—	$58.72	+6.93%	2 qtrs	Decreased 0
SPDW SPDR INDEX SHS FDS	6.3M	$280.9M	2.3%	—	$41.89	+6.47%	2 qtrs	Decreased 0
VOT VANGUARD INDEX FDS	984,312	$274.8M	2.2%	—	$292.26	-3.47%	2 qtrs	Increased 56
IWP ISHARES TR	2M	$272.9M	2.2%	—	$142.77	-2.98%	2 qtrs	Increased 56
IEMG ISHARES INC	4M	$272.1M	2.2%	—	$64.69	+4.17%	2 qtrs	Increased 55
RWL INVESCO EXCH TRADED FD TR II	2.3M	$260M	2.1%	—	$110.04	+4.81%	2 qtrs	Increased 53
SPYV SPDR SERIES TRUST	4.5M	$253.6M	2.0%	—	$54.85	+4.28%	2 qtrs	Unchanged 0
SCHV SCHWAB STRATEGIC TR	8.5M	$252.2M	2.0%	—	$28.88	+3.33%	2 qtrs	Increased 53
SPHQ INVESCO EXCHANGE TRADED FD T	3.3M	$251.2M	2.0%	—	$72.71	+4.17%	2 qtrs	Unchanged 0
IMCG ISHARES TR	3.1M	$246M	2.0%	—	$82.52	-2.14%	2 qtrs	Decreased 0
INTF ISHARES TR	6.4M	$240.6M	1.9%	—	$35.30	+7.37%	2 qtrs	Decreased 0
AVDE AMERICAN CENTY ETF TR	2.9M	$239.5M	1.9%	—	$77.74	+6.43%	2 qtrs	Decreased 0
GSIE GOLDMAN SACHS ETF TR	5.4M	$233.1M	1.9%	—	$40.76	+5.86%	2 qtrs	Decreased 0
Showing 25 of 55 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

AGGISHARES TR

Q3 2025 → Q4 2025+1.6M shares+$163.3M

VUGVANGUARD INDEX FDS

Q3 2025 → Q4 2025+1.1M shares+$527M

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer