| 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 | 42 | $1.56B | +$251M | -$7.23M | +$243M | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 1/21/2025, 11:45 AM |
| Q3 2024 | 44 | $1.54B | +$95.5M | -$8.58M | +$87M | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 10/24/2024, 05:54 PM |
| Q2 2024 | 23 | $1.38B | +$18.6M | -$6.76M | +$11.9M | IVV, IWB, SCHK, FBND, JCPB | 13F-HR | 7/12/2024, 03:05 PM |
| Q1 2024 | 25 | $1.36B | +$347M | -$260M | +$86.2M | IVV, IWB, SCHK, FBND, JCPB | 13F-HR | 4/12/2024, 02:16 PM |
| Q4 2023 | 22 | $1.26B | +$14.4M | -$8.21M | +$6.2M | SCHK, IWB, FBND, JCPB, SCHM | 13F-HR | 1/23/2024, 02:03 PM |
| Q3 2023 | 19 | $1.14B | +$127M | -$125M | +$1.94M | SCHK, IWB, FBND, JCPB, SCHM | 13F-HR | 10/24/2023, 09:30 PM |
| Q2 2023 | 19 | $1.18B | +$10.9M | -$4.08M | +$6.86M | SCHK, IWB, JPST, JCPB, SCHM | 13F-HR | 7/17/2023, 09:48 PM |
| Q1 2023 | 19 | $1.12B | +$77.5M | -$52M | +$25.6M | SCHK, IWB, JPST, JCPB, SCHM | 13F-HR | 4/11/2023, 03:25 PM |
| Q4 2022 | 19 | $1.05B | +$74.8M | -$44.6M | +$30.2M | SCHK, JPST, IWB, SCHM, IJH | 13F-HR | 1/17/2023, 09:37 PM |
| Q3 2022 | 19 | $963M | +$264M | -$87.2M | +$176M | SCHK, JPST, IWB, SCHM, IJH | 13F-HR | 10/11/2022, 08:03 PM |
| Q2 2022 | 19 | $818M | +$150M | -$26.7M | +$123M | SCHK, IWB, SCHM, SCHG, JPST | 13F-HR | 7/22/2022, 04:11 PM |
| Q1 2022 | 16 | $838M | +$101M | -$16.9M | +$83.7M | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 4/27/2022, 05:16 PM |
| Q4 2021 | 19 | $872M | +$18.4M | -$8.8M | +$9.57M | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 1/18/2022, 06:46 PM |
| Q3 2021 | 17 | $797M | +$12.2M | -$6.76M | +$5.4M | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 10/15/2021, 03:53 PM |
| Q2 2021 | 16 | $797M | +$4.69M | -$11.5M | -$6.81M | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 7/13/2021, 08:41 PM |
| Q1 2021 | 15 | $749M | +$3.45M | -$61.4M | -$58M | IWB, SCHK, IJH, SCHG, SCHM | 13F-HR | 4/20/2021, 03:13 PM |
| Q4 2020 | 13 | $753M | +$2.27M | -$12.5M | -$10.2M | IWB, SCHK, SCHG, IJH, SCHM | 13F-HR | 1/29/2021, 11:23 AM |
| Q3 2020 | 13 | $654M | +$874K | -$8.17M | -$7.3M | IWB, SCHK, SCHG, IJH, SCHM | 13F-HR | 10/14/2020, 12:17 PM |
| Q2 2020 | 13 | $612M | +$71.2M | -$133M | -$61.6M | IWB, SCHK, IJH, SCHG, SCHM | 13F-HR | 7/27/2020, 05:34 PM |
| Q1 2020 | 11 | $551M | +$72.7M | -$19M | +$53.7M | SCHK, IWB, IJH, SCHM, SCHA | 13F-HR | 4/9/2020, 09:23 AM |
| Q4 2019 | 13 | $659M | +$5.48M | -$4.9M | +$575K | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 1/30/2020, 12:04 PM |
| Q3 2019 | 12 | $611M | +$56.5M | -$2.36M | +$54.1M | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 10/9/2019, 03:55 PM |
| Q2 2019 | 12 | $555M | +$27.4M | -$2.55M | +$24.8M | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 7/16/2019, 07:46 PM |
| Q1 2019 | 11 | $514M | +$64.1M | -$63.1M | +$1.03M | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 4/22/2019, 04:53 PM |
| Q4 2018 | 18 | $455M | +$57.7M | -$23.5M | +$34.2M | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 2/5/2019, 05:40 PM |
| Q3 2018 | 12 | $499M | +$67.9M | -$18.8M | +$49.1M | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 10/10/2018, 05:06 PM |
| Q2 2018 | 13 | $426M | +$15.9M | -$13.4M | +$2.47M | IWB, SCHK, IJH, SCHM, IWM | 13F-HR | 7/16/2018, 01:24 PM |
| Q1 2018 | 13 | $408M | +$58.3M | -$61.7M | -$3.39M | IWB, IJH, SCHK, SCHM, IWM | 13F-HR | 4/20/2018, 08:17 AM |
| Q4 2017 | 11 | $416M | +$4.13M | -$4.84M | -$712K | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 1/18/2018, 01:16 PM |
| Q3 2017 | 10 | $393M | +$1.03M | -$36.3M | -$35.3M | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 10/12/2017, 10:07 AM |
| Q2 2017 | 10 | $414M | +$5.19M | -$1.69K | +$5.19M | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 7/25/2017, 08:37 AM |
| Q1 2017 | 10 | $398M | +$3.07M | -$3.32M | -$249K | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 4/18/2017, 08:57 PM |
| Q4 2016 | 79 | $381M | +$2.89M | -$5.14M | -$2.26M | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 2/3/2017, 07:15 PM |
| Q3 2016 | 12 | $367M | +$25.2M | -$8.81M | +$16.4M | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 10/18/2016, 09:48 AM |
| Q2 2016 | 9 | $338M | +$1.19M | -$4.8M | -$3.61M | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 8/4/2016, 03:41 PM |
| Q1 2016 | 7 | $333M | +$13.1M | -$40.3M | -$27.2M | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 5/4/2016, 07:20 PM |
| Q4 2015 | 11 | $356M | +$82.4M | $0 | +$82.4M | IWB, IJH, SCHM, IWM, EFA | 13F-HR | 2/8/2016, 06:36 PM |
| Q3 2015 | 7 | $262M | +$38.6M | -$382K | +$38.3M | IWB, IJH, SCHM, IWM, SPY | 13F-HR | 11/5/2015, 08:55 PM |
| Q2 2015 | 7 | $244M | +$4.31M | -$821K | +$3.49M | IWB, IJH, IWM, SCHM, VTI | 13F-HR | 7/17/2015, 05:17 PM |
| Q1 2015 | 7 | $241M | +$2.76M | -$45.5M | -$42.8M | IWB, IWM, IJH, SCHM, VTI | 13F-HR | 4/9/2015, 08:37 PM |
| Q4 2014 | 8 | $279M | +$71.6M | -$5.54M | +$66.1M | IWB, IXUS, IWM, IJH, SCHM | 13F-HR | 1/23/2015, 09:13 PM |
| Q3 2014 | 6 | $206M | +$247K | -$2.25M | -$2M | IWB, IXUS, IWM, VTI, SPY | 13F-HR | 10/24/2014, 06:13 PM |
| Q2 2014 | 5 | $213M | +$33K | -$2.26M | -$2.23M | IWB, IXUS, IWM, VTI, SPY | 13F-HR | 7/28/2014, 03:46 PM |
| Q1 2014 | 5 | $206M | +$59.5M | -$52.5M | +$7.01M | IWB, IXUS, IWM, VTI, SPY | 13F-HR | 4/29/2014, 06:23 PM |
| Q4 2013 | 7 | $197M | $0 | $0 | IWB, HDV, IWM, VWO, IXUS | 13F-HR | 1/28/2014, 06:49 PM |