| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2019 | 106 | $299M | +$18.8M | -$38.5M | -$19.6M | AGG, IVW, IYW, BIV, GSY | 13F-HR | 7/29/2019, 11:54 AM |
| Q1 2019 | 107 | $310M | +$56.3M | -$70.5M | -$14.2M | AGG, IVW, IYW, BIV, GSY | 13F-HR | 5/3/2019, 05:51 PM |
| Q4 2018 | 101 | $299M | +$69.7M | -$66.5M | +$3.21M | SCHR, IVW, AGG, BIV, GSY | 13F-HR | 2/11/2019, 08:50 PM |
| Q3 2018 | 103 | $324M | +$5.7M | -$14.9M | -$9.2M | AGG, IVW, BIV, IWM, IYW | 13F-HR | 11/14/2018, 03:07 PM |
| Q2 2018 | 241 | $323M | +$22.3M | -$17.3M | +$5.01M | AGG, IVW, BIV, IWM, IYW | 13F-HR | 8/8/2018, 11:42 AM |
| Q1 2018 | 253 | $314M | +$10.3M | -$11M | -$669K | AGG, IVW, BIV, IWM, GSY | 13F-HR | 5/14/2018, 09:07 AM |
| Q4 2017 | 263 | $320M | +$9.8M | -$2.92M | +$6.89M | AGG, IVW, BIV, IWM, GSY | Restatement | 2/14/2018, 11:07 AM |
| Q3 2017 | 110 | $304M | +$6.46M | -$9.81M | -$3.35M | AGG, IVW, BIV, IWM, GSY | Restatement | 11/9/2017, 04:05 PM |
| Q2 2017 | 271 | $302M | +$3.44M | -$7.67M | -$4.24M | AGG, IVW, BIV, IWM, GSY | 13F-HR | 8/8/2017, 10:48 AM |
| Q1 2017 | 271 | $301M | +$6.95M | -$6.48M | +$462K | AGG, IVW, BIV, IWM, GSY | 13F-HR | 5/12/2017, 04:55 PM |
| Q4 2016 | 301 | $293M | +$15.8M | -$7.56M | +$8.2M | AGG, IVW, BIV, IWM, GSY | 13F-HR | 2/14/2017, 10:16 AM |
| Q3 2016 | 115 | $276M | +$14.2M | -$10.5M | +$3.7M | AGG, IVW, BIV, IWM, GSY | 13F-HR | 11/23/2016, 01:58 PM |
| Q2 2016 | 125 | $279M | +$21.1M | -$24.5M | -$3.44M | AGG, BIV, IVW, IWM, GSY | 13F-HR | 8/10/2016, 12:52 PM |
| Q1 2016 | 363 | $290M | +$14.5M | -$10.1M | +$4.43M | AGG, MBTF, BIV, IVW, IWM | 13F-HR | 4/12/2016, 04:15 PM |
| Q4 2015 | 311 | $278M | +$8.92M | -$10.5M | -$1.59M | AGG, BIV, IVW, IWM, MBTF | 13F-HR | 1/12/2016, 07:21 PM |
| Q3 2015 | 310 | $273M | +$5.12M | -$11.4M | -$6.31M | AGG, BIV, IVW, IWM, MBTF | 13F-HR | 10/27/2015, 07:21 PM |
| Q2 2015 | 309 | $295M | +$19.5M | -$10.8M | +$8.72M | AGG, IVW, BIV, IWM, VYM | 13F-HR | 7/22/2015, 09:26 PM |
| Q1 2015 | 315 | $290M | +$6.18M | -$15M | -$8.81M | AGG, IVW, IWM, BIV, VYM | 13F-HR | 4/28/2015, 03:13 PM |
| Q4 2014 | 315 | $295M | +$23.2M | -$9.45M | +$13.7M | AGG, IVW, IWM, BIV, VYM | Restatement | 4/2/2015, 05:42 PM |
| Q3 2014 | 131 | $274M | +$8.53M | -$33.4M | -$24.9M | AGG, IVW, IWM, BIV, VYM | 13F-HR | 11/12/2014, 07:57 AM |
| Q2 2014 | 304 | $299M | +$15.9M | -$11.7M | +$4.13M | AGG, IVW, IWM, LZB, BIV | 13F-HR | 7/31/2014, 04:23 PM |
| Q1 2014 | 304 | $300M | +$45.2M | -$9.88M | +$35.4M | AGG, LZB, IWM, IVW, EEM | 13F-HR | 4/16/2014, 07:42 PM |
| Q4 2013 | 290 | $257M | $0 | $0 | AGG, IWM, IVW, EEM, VYM | 13F-HR | 1/6/2014, 09:51 AM |