| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 26 | $523M | +$14.1M | -$9.46M | +$4.62M | BND, IVV, IJH, VB, VEA | 13F-HR | 1/27/2025, 12:16 PM |
| Q3 2024 | 24 | $529M | +$4.48M | -$869K | +$3.61M | BND, IVV, IJH, VB, VEA | 13F-HR | 10/31/2024, 11:46 AM |
| Q2 2024 | 24 | $493M | +$5.75M | -$2.15M | +$3.6M | BND, IVV, IJH, VB, VEA | 13F-HR | 8/12/2024, 11:40 AM |
| Q1 2024 | 24 | $493M | +$85.3M | -$84.5K | +$85.3M | BND, IVV, IJH, VB, VEA | 13F-HR | 5/14/2024, 01:04 PM |
| Q4 2023 | 25 | $432M | +$9.69M | -$890K | +$8.8M | BND, IJH, IVV, VB, VEA | 13F-HR | 2/14/2024, 05:24 PM |
| Q3 2023 | 23 | $412M | +$5.02M | -$1.23M | +$3.79M | BND, IJH, IVV, VB, VEA | 13F-HR | 11/13/2023, 11:07 AM |
| Q2 2023 | 22 | $376M | +$20.5M | -$3.39M | +$17.1M | BND, IJH, IVV, VEA, VTI | 13F-HR | 7/19/2023, 05:25 PM |
| Q1 2023 | 21 | $335M | +$38.6M | -$18.7M | +$20M | IJH, IVV, VB, VEA, VNQ | 13F-HR | 5/8/2023, 11:52 AM |
| Q4 2022 | 22 | $347M | BND, IVV, VB, IJH, VEA | 13F-HR | 1/26/2023, 04:22 PM | |||
| Q3 2022 | 28 | $347M | +$14.8M | -$127K | +$14.6M | BND, IVV, VB, IJH, VEA | 13F-HR | 10/13/2022, 12:13 PM |
| Q2 2022 | 25 | $354M | +$4.73M | -$1.24M | +$3.49M | BND, IVV, VB, IJH, VEA | 13F-HR | 7/11/2022, 01:30 PM |
| Q1 2022 | 26 | $406M | +$8.41M | -$4.88M | +$3.53M | IVV, BND, VB, IJH, VEA | 13F-HR | 4/26/2022, 01:52 PM |
| Q4 2021 | 29 | $428M | +$26.9M | -$16.3K | +$26.9M | IVV, BND, VB, IJH, VEA | 13F-HR | 2/11/2022, 06:02 PM |
| Q3 2021 | 17 | $382M | +$6.84M | -$1.89M | +$4.94M | IVV, VB, BND, IJH, VEA | 13F-HR | 11/10/2021, 05:37 PM |
| Q2 2021 | 17 | $383M | +$16.4M | -$3.76M | +$12.6M | IVV, VB, BND, IJH, VEA | 13F-HR | 8/11/2021, 01:48 PM |
| Q1 2021 | 20 | $352M | +$16.9M | -$6.26M | +$10.6M | IVV, VB, BND, IJH, VEA | 13F-HR | 5/13/2021, 01:08 PM |
| Q4 2020 | 20 | $324M | +$8.08M | -$1.07M | +$7.01M | IVV, VB, BND, IJH, VEA | 13F-HR | 2/9/2021, 03:51 PM |
| Q3 2020 | 18 | $279M | +$38M | -$109K | +$37.8M | IVV, VB, BND, IJH, VTI | 13F-HR | 10/8/2020, 05:50 PM |
| Q2 2020 | 17 | $230M | +$18.9M | -$11.3M | +$7.52M | IVV, VB, IJH, BND, VEA | 13F-HR | 8/6/2020, 05:51 PM |
| Q1 2020 | 17 | $191M | +$1.82M | +$1.82M | VB, IVV, BND, VEA, IJH | 13F-HR | 6/30/2020, 06:12 PM | |
| Q4 2019 | 17 | $241M | +$6.53M | -$12.4K | +$6.51M | VB, IVV, VEA, IJH, BND | 13F-HR | 6/30/2020, 06:05 PM |
| Q3 2019 | 17 | $222M | +$62.1M | +$62.1M | VB, IVV, VEA, IJH, BND | 13F-HR | 6/30/2020, 05:54 PM | |
| Q2 2019 | 17 | $160M | +$15.6M | -$5.14M | +$10.5M | VB, IVV, BND, VEA, IJH | 13F-HR | 6/30/2020, 05:44 PM |
| Q1 2019 | 17 | $153M | +$10.8M | -$267K | +$10.5M | VB, IVV, BND, IJH, VEA | 13F-HR | 7/1/2020, 12:13 PM |
| Q4 2018 | 15 | $91.4M | IVV, BND, VEA, VWO, VNQ | 13F-HR | 7/1/2020, 12:06 PM | |||
| Q3 2018 | 19 | $146M | +$29.3M | +$29.3M | VB, IVV, IJH, BND, VEA | 13F-HR | 6/30/2020, 04:57 PM | |
| Q2 2018 | 16 | $114M | +$4.31M | -$5.06K | +$4.31M | VB, IVV, IJH, VEA, BND | 13F-HR | 6/30/2020, 04:50 PM |
| Q1 2018 | 30 | $115M | +$15.6M | -$12.4M | +$3.21M | VB, IVV, IJH, VEA, VWO | 13F-HR | 6/30/2020, 04:41 PM |
| Q4 2017 | 20 | $114M | VB, IVV, IJH, VEA, BND | 13F-HR | 6/30/2020, 04:24 PM |