| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 237 | $941M | +$87.3M | -$54.1M | +$33.1M | VOO, VUG, MGK, VEA, VTV | 13F-HR | 1/22/2025, 08:54 AM |
| Q3 2024 | 239 | $913M | +$115M | -$57.9M | +$57.5M | VOO, VUG, VEA, MGK, VTV | 13F-HR | 10/21/2024, 12:30 PM |
| Q2 2024 | 234 | $820M | +$69.4M | -$32.5M | +$36.9M | VOO, VUG, VEA, SHY, MGK | 13F-HR | 7/22/2024, 06:25 PM |
| Q1 2024 | 241 | $779M | +$82.8M | -$46.5M | +$36.2M | VOO, VUG, VEA, SHY, MGK | 13F-HR | 4/22/2024, 05:49 PM |
| Q4 2023 | 233 | $693M | +$122M | -$90.8M | +$31.5M | VOO, VUG, VEA, MGK, VTV | 13F-HR | 1/10/2024, 05:07 PM |
| Q3 2023 | 248 | $607M | +$175M | -$261M | -$86.3M | SHY, VOO, VUG, VEA, MGK | 13F-HR | 10/24/2023, 05:35 PM |
| Q2 2023 | 253 | $721M | +$319M | -$174M | +$145M | VOO, MGK, VUG, VEA, VTV | 13F-HR | 8/14/2023, 05:15 PM |
| Q1 2023 | 235 | $553M | +$97M | -$21.9M | +$75.2M | SHY, VOO, TLT, MGK, VEA | 13F-HR | 4/27/2023, 02:24 PM |
| Q4 2022 | 227 | $482M | +$90.4M | -$73M | +$17.4M | TLT, VOO, VEA, MGV, MGK | 13F-HR | 1/19/2023, 06:24 PM |
| Q3 2022 | 172 | $444M | +$66.6M | -$54.8M | +$11.8M | SHY, VOO, VEA, VUG, TLT | 13F-HR | 10/27/2022, 04:03 PM |
| Q2 2022 | 203 | $500M | +$44M | -$5.04M | +$39M | SHY, VOO, VEA, TIP, VUG | 13F-HR | 8/15/2022, 05:23 PM |
| Q1 2022 | 188 | $529M | +$123M | -$27.3M | +$96M | SHY, VOO, VUG, VEA, TIP | 13F-HR | 4/28/2022, 04:15 PM |
| Q4 2021 | 185 | $515M | +$75.2M | -$18M | +$57.1M | TLT, VOO, SHY, LQD, VUG | 13F-HR | 1/26/2022, 01:40 PM |
| Q3 2021 | 179 | $456M | +$44.2M | -$20.4M | +$23.8M | TLT, VOO, LQD, MGK, BNDX | 13F-HR | 10/19/2021, 01:31 PM |
| Q2 2021 | 183 | $435M | +$101M | -$69.6M | +$31.5M | TLT, VOO, LQD, MGK, BNDX | 13F-HR | 7/22/2021, 01:31 PM |
| Q1 2021 | 192 | $385M | +$68.3M | -$39.6M | +$28.7M | SHY, VOO, MGK, BNDX, IWB | 13F-HR | 4/14/2021, 01:37 PM |
| Q4 2020 | 187 | $347M | +$139M | -$88.6M | +$50.6M | IWB, MGK, VOO, BNDX, MGV | 13F-HR | 1/13/2021, 04:21 PM |
| Q3 2020 | 177 | $296M | +$47.2M | -$9.37M | +$37.8M | IWB, EMB, EFA, EEM, VUG | 13F-HR | 10/14/2020, 01:57 PM |
| Q2 2020 | 168 | $265M | +$50.7M | -$25.4M | +$25.4M | IWB, EMB, EFA, EEM, BSV | 13F-HR | 8/4/2020, 12:15 PM |
| Q1 2020 | 149 | $218M | +$19.3M | -$2.43M | +$16.9M | IWB, EFA, EMB, EEM, GVI | 13F-HR | 4/13/2020, 01:31 PM |
| Q4 2019 | 161 | $242M | +$31.9M | -$4.02M | +$27.8M | IWB, EFA, EMB, EEM, RSP | 13F-HR | 1/22/2020, 05:16 PM |
| Q3 2019 | 157 | $209M | +$34.6M | -$6.36M | +$28.3M | IWB, EFA, EMB, EEM, RSP | 13F-HR | 10/25/2019, 10:51 AM |
| Q2 2019 | 150 | $183M | +$46.1M | -$2.29M | +$43.8M | IWB, EFA, EMB, EEM, USMV | 13F-HR | 7/23/2019, 12:30 PM |
| Q1 2019 | 133 | $146M | +$31M | -$3.75M | +$27.3M | IWB, EFA, EMB, EEM, USMV | 13F-HR | 4/30/2019, 03:50 PM |
| Q4 2018 | 111 | $111M | IWB, EFA, EMB, EEM, USMV | 13F-HR | 2/8/2019, 01:52 PM |