| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 87 | $139M | +$32.4M | -$29.8M | +$2.64M | AGG, VTI, SHY, SPDW, IJH | 13F-HR | 4/17/2025, 09:54 AM |
| Q4 2024 | 92 | $138M | +$8.46M | -$8.99M | -$528K | AGG, SPDW, SHY, VTI, IJH | 13F-HR | 1/28/2025, 12:29 PM |
| Q3 2024 | 92 | $139M | +$20.7M | -$14.3M | +$6.42M | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 10/23/2024, 05:08 PM |
| Q2 2024 | 83 | $128M | +$9.71M | -$129K | +$9.59M | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 8/1/2024, 06:00 PM |
| Q1 2024 | 81 | $114M | +$21.3M | -$13.9M | +$7.36M | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 4/26/2024, 12:33 PM |
| Q4 2023 | 82 | $108M | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 2/9/2024, 03:50 PM |