| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2018 | 129 | $252M | +$203M | -$254M | -$50.3M | SHY, SCHO, VGSH, BLV, BIV | 13F-HR | 1/11/2019, 10:48 AM |
| Q3 2018 | 289 | $312M | +$35.6M | -$31.9M | +$3.72M | HYG, JNK, AGG, IEI, VGT | 13F-HR | 10/5/2018, 02:08 PM |
| Q2 2018 | 273 | $299M | +$34.3M | -$52.8M | -$18.5M | HYG, JNK, SHY, AGG, IEI | 13F-HR | 7/24/2018, 04:46 PM |
| Q1 2018 | 268 | $310M | +$28.3M | -$65.1M | -$36.8M | HYG, IEI, JNK, AGG, SHY | 13F-HR | 4/13/2018, 03:46 PM |
| Q4 2017 | 273 | $359M | +$84M | -$75.9M | +$8.15M | HYG, JNK, AGG, IEI, VFH | 13F-HR | 1/11/2018, 04:19 PM |
| Q3 2017 | 247 | $344M | +$25.8M | -$32.4M | -$6.57M | HYG, JNK, AGG, IEI, IEF | 13F-HR | 11/21/2017, 01:57 PM |
| Q2 2017 | 192 | $343M | +$51.9M | -$32.5M | +$19.4M | HYG, IEI, JNK, AGG, IEF | 13F-HR | 7/18/2017, 03:12 PM |
| Q1 2017 | 86 | $323M | +$28.6M | -$19.3M | +$9.23M | HYG, AGG, IEI, JNK, IEF | 13F-HR | 4/13/2017, 03:58 PM |
| Q4 2016 | 87 | $307M | +$78.1M | -$61.3M | +$16.8M | AGG, HYG, IEI, JNK, IJH | 13F-HR | 1/19/2017, 04:45 PM |
| Q3 2016 | 89 | $289M | +$52.8M | -$53.6M | -$725K | IEI, AGG, HYG, JNK, IWM | 13F-HR | 11/4/2016, 03:11 PM |
| Q2 2016 | 78 | $282M | +$20.5M | -$28.3M | -$7.79M | AGG, IEI, BLV, HYG, BIV | 13F-HR | 7/14/2016, 03:22 PM |
| Q1 2016 | 110 | $283M | +$183M | -$50.3M | +$133M | AGG, IEI, BLV, BIV, BSV | 13F-HR | 4/14/2016, 12:07 PM |
| Q4 2015 | 49 | $147M | +$48.9M | -$40.6M | +$8.39M | IEI, AGG, IVV, BSV, BIV | 13F-HR | 1/21/2016, 11:40 AM |
| Q3 2015 | 31 | $140M | +$95.5M | -$253M | -$158M | SHY, IEI, IEF, AGG, BIV | 13F-HR | 10/16/2015, 01:52 PM |
| Q2 2015 | 106 | $299M | +$31.4M | -$46.3M | -$14.9M | IWM, IJH, HYG, AGG, IEI | 13F-HR | 7/20/2015, 01:11 PM |
| Q1 2015 | 108 | $318M | +$68.3M | -$66.6M | +$1.69M | IWM, HYG, IVV, IJH, JNK | 13F-HR | 4/9/2015, 05:12 PM |
| Q4 2014 | 179 | $316M | +$135M | -$195M | -$60.3M | IEF, IVV, IWM, IJH, IEI | 13F-HR | 2/4/2015, 04:49 PM |
| Q3 2014 | 120 | $363M | +$76M | -$129M | -$52.6M | IJH, IVV, IWM, HYG, JNK | 13F-HR | 10/30/2014, 03:46 PM |
| Q2 2014 | 413 | $427M | +$170M | -$191M | -$21.2M | IVV, IEF, IJH, IWM, HYG | 13F-HR | 8/7/2014, 03:12 PM |
| Q1 2014 | 105 | $424M | $0 | $0 | IVV, IWM, SSO, UWM, HYG | New Holdings | 4/30/2014, 06:30 PM | |
| Q1 2014 | 109 | $424M | +$200M | -$160M | +$39.8M | IVV, IWM, SSO, UWM, HYG | 13F-HR | 4/30/2014, 12:33 PM |
| Q4 2013 | 56 | $376M | $0 | $0 | IVV, IJH, MVV, SSO, HYG | 13F-HR | 1/24/2014, 03:11 PM |