| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 118 | $280M | +$27.9M | -$3.84M | +$24.1M | BND, VCIT, VUG, VEU, IVV | 13F-HR | 4/18/2025, 05:57 PM |
| Q4 2024 | 122 | $259M | +$32.2M | -$3.74M | +$28.5M | BND, VUG, VCIT, VEU, IJH | 13F-HR | 1/24/2025, 08:17 PM |
| Q3 2024 | 41 | $249M | +$31.6M | -$26.4M | +$5.13M | BND, VCIT, VUG, VEU, SCHM | 13F-HR | 10/17/2024, 11:38 AM |
| Q2 2024 | 116 | $232M | +$6.82M | -$2.62M | +$4.2M | BND, BSV, VUG, SCHM, VEU | 13F-HR | 7/17/2024, 03:24 PM |
| Q1 2024 | 113 | $227M | +$6.58M | -$1.29M | +$5.29M | BND, BSV, VUG, SCHM, VEU | 13F-HR | 4/16/2024, 02:47 PM |
| Q4 2023 | 114 | $217M | +$40.5M | -$5.4M | +$35.1M | BND, BSV, VUG, VEU, SCHM | 13F-HR | 1/22/2024, 08:00 PM |
| Q3 2023 | 124 | $168M | +$2.71M | -$2.29M | +$427K | BND, BSV, VEU, SCHM, VUG | 13F-HR | 10/20/2023, 06:26 PM |
| Q2 2023 | 127 | $174M | +$2.87M | -$125K | +$2.75M | BND, BSV, VEU, SCHM, VUG | 13F-HR | 7/20/2023, 04:32 PM |
| Q1 2023 | 118 | $166M | +$5.4M | -$1.07M | +$4.33M | BND, BSV, VEU, SCHM, VUG | 13F-HR | 4/18/2023, 09:49 PM |
| Q4 2022 | 118 | $155M | +$8.73M | -$2.25M | +$6.48M | BND, BSV, VEU, SCHM, VTEB | 13F-HR | 1/20/2023, 08:24 PM |
| Q3 2022 | 113 | $140M | +$13.4M | -$229K | +$13.1M | BND, BSV, SCHM, VEU, VTEB | 13F-HR | 10/18/2022, 07:26 PM |
| Q2 2022 | 122 | $134M | +$16.2M | -$1.01M | +$15.2M | BSV, BND, SCHM, VTEB, VUG | 13F-HR | 7/11/2022, 05:18 PM |
| Q1 2022 | 120 | $137M | +$3.41M | -$208K | +$3.2M | BSV, BND, SCHM, VUG, IWD | 13F-HR | 4/28/2022, 05:22 PM |
| Q4 2021 | 120 | $142M | +$2.29M | -$131K | +$2.16M | BSV, BND, SCHM, VUG, IWD | 13F-HR | 1/24/2022, 05:17 PM |
| Q3 2021 | 131 | $134M | +$12.9M | -$3.21M | +$9.74M | BSV, BND, SCHM, VUG, IWD | 13F-HR | 10/19/2021, 01:36 PM |
| Q2 2021 | 114 | $126M | +$9.16M | -$684K | +$8.47M | BSV, BND, SCHM, VT, VUG | 13F-HR | 7/16/2021, 03:03 PM |
| Q1 2021 | 71 | $113M | +$6.22M | -$188K | +$6.03M | BND, BSV, SCHM, VT, IWD | 13F-HR | 4/22/2021, 09:24 PM |
| Q4 2020 | 64 | $102M | BND, BSV, SCHM, IWD, VUG | 13F-HR | 1/27/2021, 07:30 PM |