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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 68 | $153,359,810 | +$43,438,205 | -$15,990,525 | +$27,447,680 | AGG, BSV, VV, VEA, VB | 13F-HR | 09 Jan 2024, 18:02 |
| Q3 2023 | 59 | $117,120,536 | +$4,015,441 | -$2,992,387 | +$1,023,054 | AGG, BSV, VV, VB, SCHP | 13F-HR | 13 Nov 2023, 18:21 |
| Q2 2023 | 58 | $122,858,605 | +$2,828,312 | -$4,139,928 | -$1,311,616 | AGG, VV, BSV, VB, SCHP | 13F-HR | 28 Jul 2023, 11:58 |
| Q1 2023 | 59 | $122,459,395 | +$3,447,675 | -$7,784,326 | -$4,336,651 | AGG, BSV, VV, SCHP, VEA | 13F-HR | 11 May 2023, 19:49 |
| Q4 2022 | 63 | $124,263,613 | +$17,000,747 | -$11,918,680 | +$5,082,067 | AGG, BSV, VV, SCHP, VEA | 13F-HR | 30 Jan 2023, 17:00 |
| Q3 2022 | 61 | $114,469,000 | +$11,093,325 | -$6,956,904 | +$4,136,421 | BSV, AGG, VV, SCHP, FNDC | 13F-HR | 03 Nov 2022, 17:17 |
| Q2 2022 | 62 | $118,811,000 | +$16,602,939 | -$19,000,271 | -$2,397,332 | AGG, BSV, VV, SCHP, FNDC | 13F-HR | 01 Aug 2022, 18:58 |
| Q1 2022 | 67 | $138,486,000 | +$4,349,084 | -$4,930,917 | -$581,833 | AGG, SCHP, VV, FNDC, VWO | 13F-HR | 19 Apr 2022, 18:55 |
| Q4 2021 | 70 | $148,207,000 | +$4,324,243 | -$11,512,136 | -$7,187,893 | AGG, VV, SCHP, FNDC, VWO | 13F-HR | 11 Jan 2022, 20:50 |
| Q3 2021 | 85 | $158,322,000 | +$4,656,676 | -$16,249,902 | -$11,593,226 | AGG, VV, SCHP, FNDC, VWO | 13F-HR | 12 Oct 2021, 15:24 |
| Q2 2021 | 83 | $171,814,000 | +$19,553,991 | -$3,529,263 | +$16,024,728 | AGG, VCIT, VV, SCHP, VWO | 13F-HR | 13 Aug 2021, 15:42 |
| Q1 2021 | 64 | $150,312,000 | +$11,656,917 | -$3,460,815 | +$8,196,102 | AGG, VCIT, VV, SCHP, VWO | 13F-HR | 14 Apr 2021, 13:04 |
| Q4 2020 | 61 | $139,707,000 | +$1,211,501 | -$2,846,377 | -$1,634,876 | AGG, VCIT, VV, VWO, SCHP | 13F-HR | 02 Feb 2021, 18:56 |
| Q3 2020 | 59 | $130,933,000 | +$9,881,579 | -$15,373,019 | -$5,491,440 | AGG, VCIT, SCHP, VV, VWO | 13F-HR | 12 Nov 2020, 10:13 |
| Q2 2020 | 54 | $132,837,000 | +$14,084,260 | -$5,384,353 | +$8,699,907 | AGG, BNDX, VCIT, SCHP, VV | 13F-HR | 25 Sep 2020, 19:18 |
| Q1 2020 | 47 | $114,207,000 | +$59,298 | -$35,963,069 | -$35,903,771 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 13 Apr 2020, 19:22 |
| Q4 2019 | 60 | $174,087,433 | +$4,893,343 | -$3,902,894 | +$990,449 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 30 Jan 2020, 11:44 |
| Q3 2019 | 57 | $170,967,000 | +$2,108,476 | -$2,053,152 | +$55,324 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 23 Oct 2019, 17:28 |
| Q2 2019 | 58 | $170,107,000 | +$17,454,836 | -$2,623,876 | +$14,830,960 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 18 Jul 2019, 12:00 |
| Q1 2019 | 49 | $151,333,000 | +$12,628,149 | -$2,411,984 | +$10,216,165 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 15 May 2019, 18:51 |
| Q4 2018 | 44 | $134,065,000 | +$20,204,571 | -$7,606,789 | +$12,597,782 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 29 Jan 2019, 15:11 |
| Q3 2018 | 42 | $128,054,000 | $0 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 05 Nov 2018, 16:30 |