| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 81 | $169M | +$14.1M | -$2.92M | +$11.2M | USMV, AGG, IUSG, JPST, GSIE | 13F-HR | 10/22/2020, 11:21 AM |
| Q2 2020 | 358 | $167M | +$24M | -$5.85M | +$18.2M | USMV, AGG, IUSG, JPST, GSIE | 13F-HR | 7/20/2020, 09:55 AM |
| Q1 2020 | 75 | $143M | +$25.5M | -$17M | +$8.48M | USMV, AGG, JPST, IUSG, IGSB | 13F-HR | 5/14/2020, 07:27 AM |
| Q4 2019 | 84 | $165M | USMV, AGG, JPST, QUAL, VIG | 13F-HR | 2/11/2020, 01:58 PM |