| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2021 | 54 | $229M | +$10.9M | -$2.69M | +$8.18M | AGG, IJH, IVE, IVW, IEFA | 13F-HR | 2/7/2022, 07:04 PM |
| Q3 2021 | 45 | $224M | +$5.13M | -$2.87M | +$2.26M | AGG, IJH, IVE, IVW, IEFA | 13F-HR | 11/15/2021, 04:19 PM |
| Q2 2021 | 46 | $225M | +$58.8M | -$56.7M | +$2.09M | AGG, IJH, IVE, IVW, IEFA | 13F-HR | 8/10/2021, 05:17 PM |
| Q1 2021 | 46 | $215M | +$15.7M | -$1.53M | +$14.2M | AGG, IVE, SHY, EFAV, IJH | 13F-HR | 5/14/2021, 10:34 AM |
| Q4 2020 | 39 | $194M | +$20M | -$4.98M | +$15M | AGG, IVE, SHY, EFAV, IVW | 13F-HR | 2/4/2021, 08:48 AM |
| Q3 2020 | 34 | $172M | +$5.65M | -$753K | +$4.9M | AGG, SHY, IVE, EFAV, IVW | 13F-HR | 11/9/2020, 07:30 PM |
| Q2 2020 | 33 | $166M | +$34.5M | -$20.6M | +$14M | AGG, SHY, IVE, EFAV, IVW | 13F-HR | 7/31/2020, 10:06 AM |
| Q1 2020 | 32 | $142M | +$15.1M | -$2.1M | +$13M | AGG, IVE, IJH, EFAV, IVW | 13F-HR | 5/14/2020, 12:10 PM |
| Q4 2019 | 35 | $154M | +$11.1M | -$1.41M | +$9.65M | AGG, IVE, IJH, EFAV, IVW | 13F-HR | 1/10/2020, 06:21 PM |
| Q3 2019 | 35 | $139M | +$12.9M | -$1.44M | +$11.5M | AGG, IVE, IJH, EFAV, IVW | 13F-HR | 10/15/2019, 11:11 AM |
| Q2 2019 | 36 | $133M | +$2.44M | -$141K | +$2.3M | IVE, IJH, AGG, EFAV, IVW | 13F-HR | 7/30/2019, 05:39 PM |
| Q1 2019 | 36 | $129M | +$15.9M | -$10.2M | +$5.68M | IVE, IJH, AGG, EFAV, IVW | 13F-HR | 4/16/2019, 02:05 PM |
| Q4 2018 | 30 | $114M | IVE, AGG, IVW, IJH, EFAV | 13F-HR | 2/6/2019, 07:18 AM |