| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 88 | $194M | +$13.5M | -$14.1M | -$579K | VGSH, TLT, SHY, AGG, IVV | 13F-HR | 2/11/2025, 04:17 PM |
| Q3 2024 | 89 | $201M | +$20.3M | -$20M | +$317K | VGSH, SHY, TLT, AGG, IWD | 13F-HR | 11/6/2024, 02:06 PM |
| Q2 2024 | 86 | $193M | +$6.01M | -$7.11M | -$1.1M | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 8/6/2024, 05:20 PM |
| Q1 2024 | 83 | $195M | +$8.11M | -$1.62M | +$6.49M | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 5/6/2024, 02:54 PM |
| Q4 2023 | 78 | $183M | +$10.5M | -$12.1M | -$1.63M | VGSH, SHY, IWD, AGG, IVV | 13F-HR | 2/12/2024, 04:50 PM |
| Q3 2023 | 81 | $176M | +$22.7M | -$27.1M | -$4.41M | VGSH, SHY, IWD, AGG, BIL | 13F-HR | 11/14/2023, 02:48 PM |
| Q2 2023 | 95 | $184M | +$26.6M | -$6.97M | +$19.6M | VGSH, SHY, IBTE, IWD, BIL | 13F-HR | 8/4/2023, 01:31 PM |
| Q1 2023 | 91 | $162M | +$2.22M | -$5.99M | -$3.77M | SHY, VGSH, IBTE, IWD, BIL | 13F-HR | 5/11/2023, 10:35 AM |
| Q4 2022 | 94 | $162M | +$28.2M | -$18.8M | +$9.36M | SHY, VGSH, IBTE, IWD, BIL | 13F-HR | 2/7/2023, 04:26 PM |
| Q3 2022 | 81 | $148M | +$3.81M | -$3.21M | +$600K | SHY, VGSH, IWD, IWF, BIL | 13F-HR | 11/14/2022, 01:49 PM |
| Q2 2022 | 82 | $153M | +$8.47M | -$13.7M | -$5.18M | SHY, VGSH, IWD, IWF, BIL | 13F-HR | 8/9/2022, 01:36 PM |
| Q1 2022 | 90 | $169M | +$13.6M | -$14.3M | -$683K | SHY, VGSH, IWD, IWF, IWS | 13F-HR | 5/6/2022, 09:08 AM |
| Q4 2021 | 81 | $176M | +$51.2M | -$48.7M | +$2.44M | SHY, VGSH, IWF, IWD, IWP | 13F-HR | 2/1/2022, 05:24 PM |
| Q3 2021 | 76 | $169M | +$3.51M | -$10.8M | -$7.32M | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 11/4/2021, 10:05 AM |
| Q2 2021 | 79 | $177M | +$5.14M | -$4.34M | +$797K | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 8/4/2021, 02:57 PM |
| Q1 2021 | 72 | $171M | +$8.64M | -$8.04M | +$599K | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 4/29/2021, 03:59 PM |
| Q4 2020 | 76 | $170M | +$60.1M | -$53.1M | +$7M | SHY, SCHR, IWF, IWP, IWD | 13F-HR | 1/29/2021, 10:30 AM |
| Q3 2020 | 66 | $161M | +$9.89M | -$2.07M | +$7.82M | SHY, BIL, IWF, IWP, IWD | 13F-HR | 10/20/2020, 01:43 PM |
| Q2 2020 | 66 | $151M | +$11.2M | -$5.65M | +$5.51M | SHY, BIL, IWF, IWP, TLT | 13F-HR | 7/21/2020, 10:46 AM |
| Q1 2020 | 67 | $136M | +$29.3M | -$38.1M | -$8.8M | SHY, BIL, IWF, TLT, IWD | 13F-HR | 5/5/2020, 04:52 PM |
| Q4 2019 | 92 | $152M | +$12.1M | -$5.03M | +$7.12M | SHY, TLT, IWD, IWF, IWP | 13F-HR | 2/7/2020, 01:52 PM |
| Q3 2019 | 82 | $141M | +$7.59M | -$5.76M | +$1.84M | SHY, TLT, IWD, IWF, IWP | 13F-HR | 10/31/2019, 12:53 PM |
| Q2 2019 | 87 | $139M | +$8.22M | -$4.45M | +$3.77M | SHY, TLT, IWD, IWF, IWP | 13F-HR | 7/9/2019, 04:56 PM |
| Q1 2019 | 87 | $130M | +$30.2M | -$27.1M | +$3.19M | SHY, TLT, IWD, IWF, IWP | 13F-HR | 5/13/2019, 04:32 PM |
| Q4 2018 | 80 | $118M | +$40.8M | -$54.7M | -$13.9M | SHY, IWD, IWF, IWP, IEFA | 13F-HR | 2/25/2019, 09:37 AM |
| Q3 2018 | 86 | $148M | +$12.7M | -$14.4M | -$1.67M | VCSH, IWD, IWF, IWP, IEFA | 13F-HR | 11/2/2018, 12:09 PM |
| Q2 2018 | 80 | $144M | +$9.17M | -$4M | +$5.16M | VCSH, IEFA, IWD, IWF, IWP | 13F-HR | 8/10/2018, 09:41 AM |
| Q1 2018 | 79 | $139M | +$20.6M | -$15.3M | +$5.31M | VCSH, IEFA, IWD, IWF, IWP | 13F-HR | 5/3/2018, 01:44 PM |
| Q4 2017 | 72 | $136M | +$8.67M | -$12.5M | -$3.81M | IEFA, IWD, IWF, VCLT, VCSH | 13F-HR | 2/12/2018, 02:37 PM |
| Q3 2017 | 74 | $135M | +$6.98M | -$5.82M | +$1.16M | IEFA, IWD, VCLT, IWF, VCSH | 13F-HR | 10/25/2017, 05:34 PM |
| Q2 2017 | 78 | $131M | +$21.3M | -$23M | -$1.73M | IEFA, IWD, VCLT, IWF, VCSH | 13F-HR | 8/1/2017, 09:45 AM |
| Q1 2017 | 79 | $131M | +$9.29M | -$6.5M | +$2.79M | SHY, IWD, VCSH, IEFA, IWF | 13F-HR | 5/3/2017, 11:38 AM |
| Q4 2016 | 69 | $123M | +$17.5M | -$57.1M | -$39.6M | SHY, IWD, VCSH, IEFA, IWF | 13F-HR | 2/7/2017, 12:49 PM |
| Q3 2016 | 88 | $161M | +$23M | -$126M | -$103M | SHY, VCSH, IWP, IWS, IWF | 13F-HR | 10/25/2016, 03:17 PM |
| Q2 2016 | 115 | $260M | +$14M | -$19.8M | -$5.84M | BJRI, SHY, IWS, IWD, IWP | 13F-HR | 8/12/2016, 10:51 AM |
| Q1 2016 | 112 | $255M | +$88M | -$45.2M | +$42.8M | BJRI, SHY, IWP, IWF, IWS | 13F-HR | 5/12/2016, 12:41 PM |
| Q4 2015 | 105 | $211M | +$50.6M | -$12.3M | +$38.3M | BJRI, TLT, SHY, IWF, IWP | 13F-HR | 2/4/2016, 03:22 PM |
| Q3 2015 | 102 | $172M | +$51.9M | -$76M | -$24.1M | TLT, SHY, IWF, IWP, BRKA | 13F-HR | 11/3/2015, 02:08 PM |
| Q2 2015 | 106 | $209M | +$29.3M | -$30.9M | -$1.57M | SHY, IWP, IWF, IEFA, BRKA | 13F-HR | 8/5/2015, 09:07 AM |
| Q1 2015 | 109 | $212M | +$68.3M | -$62.7M | +$5.58M | SHY, IWP, IWF, BRKA, SH | 13F-HR | 4/24/2015, 02:26 PM |
| Q4 2014 | 110 | $205M | +$31.5M | -$66.1M | -$34.6M | VCSH, IWP, IWF, TLT, BRKA | 13F-HR | 2/12/2015, 03:37 PM |
| Q3 2014 | 113 | $232M | $0 | $0 | BRKA, VCSH, IWF, IWP, SPDW | 13F-HR | 11/14/2014, 10:41 AM | |
| Q2 2014 | 113 | $239M | +$7.32M | -$12.8M | -$5.51M | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 8/14/2014, 04:20 PM |
| Q1 2014 | 114 | $235M | +$39.3M | -$11.1M | +$28.2M | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 5/15/2014, 10:59 AM |
| Q4 2013 | 91 | $202M | $0 | $0 | VCSH, BRKA, IWP, IWF, SPDW | 13F-HR | 2/4/2014, 09:28 AM |