Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 324 | $1.26B | +$117M | -$82.5M | +$34.9M | VTI, SCHX, VEU, PDP, SPLV | 13F-HR | 11/4/2024, 10:57 AM |
Q2 2024 | 339 | $1.16B | +$74.6M | -$26.1M | +$48.6M | VTI, SCHX, VEU, SPY, PDP | 13F-HR | 7/23/2024, 12:42 PM |
Q1 2024 | 433 | $1.13B | +$135M | -$77.1M | +$57.9M | VTI, SCHX, VEU, SPY, PDP | 13F-HR | 5/8/2024, 10:45 AM |
Q4 2023 | 489 | $1.05B | +$127M | -$112M | +$14.8M | VTI, SCHX, VEU, SPY, IGSB | 13F-HR | 2/1/2024, 04:54 PM |
Q3 2023 | 594 | $946M | +$117M | -$87.8M | +$28.8M | VTI, SCHX, SPY, PDP, IGSB | 13F-HR | 11/3/2023, 01:53 PM |
Q2 2023 | 856 | $962M | +$148M | -$50.7M | +$96.8M | VTI, SCHX, SPY, IGSB, VEU | 13F-HR | 8/3/2023, 01:33 PM |
Q1 2023 | 887 | $846M | +$95.1M | -$73.7M | +$21.4M | VTI, IGSB, SPY, SCHX, BND | 13F-HR | 5/1/2023, 03:39 PM |
Q4 2022 | 828 | $802M | +$98.6M | -$157M | -$58.6M | VTI, IGSB, SPY, SCHX, BND | 13F-HR | 2/6/2023, 07:26 PM |
Q3 2022 | 422 | $800M | +$131M | -$63.4M | +$67.8M | VTI, IGSB, SPY, SPLV, BND | 13F-HR | 10/25/2022, 03:48 PM |
Q2 2022 | 364 | $781M | +$103M | -$166M | -$62.9M | VTI, SPY, IGSB, BND, SCHX | 13F-HR | 7/26/2022, 03:57 PM |
Q1 2022 | 372 | $943M | +$198M | -$146M | +$51.9M | VTI, SPY, IGSB, SPLV, PDP | 13F-HR | 5/10/2022, 12:02 PM |
Q4 2021 | 358 | $944M | +$130M | -$88.3M | +$41.5M | VTI, PDP, SPLV, SPY, IGSB | 13F-HR | 1/26/2022, 02:32 PM |
Q3 2021 | 348 | $855M | +$59.6M | -$37.2M | +$22.4M | VTI, SPY, PDP, IGSB, SPLV | 13F-HR | 11/8/2021, 02:27 PM |
Q2 2021 | 341 | $844M | +$90.1M | -$42.9M | +$47.2M | VTI, SPY, PDP, SPLV, IGSB | 13F-HR | 7/28/2021, 12:46 PM |
Q1 2021 | 320 | $763M | +$113M | -$89.7M | +$23.1M | SPY, PDP, VTI, SPLV, IGSB | 13F-HR | 5/10/2021, 12:01 PM |
Q4 2020 | 326 | $714M | +$82.1M | -$51.4M | +$30.7M | PDP, SPY, SPLV, VTI, IGSB | 13F-HR | 2/4/2021, 04:14 PM |
Q3 2020 | 324 | $623M | +$173M | -$158M | +$15.1M | PDP, SPLV, SPY, IGSB, VTI | 13F-HR | 11/4/2020, 02:23 PM |
Q2 2020 | 365 | $586M | +$140M | -$145M | -$5.37M | BIL, AGG, SPY, IGSB, VTI | 13F-HR | 8/5/2020, 04:23 PM |
Q1 2020 | 345 | $540M | +$241M | -$221M | +$20.7M | AGG, BIL, SPIP, SPAB, SPTI | 13F-HR | 5/8/2020, 03:54 PM |
Q4 2019 | 302 | $604M | +$48.2M | -$18.7M | +$29.6M | PDP, SPLV, SPY, QTEC, FXL | 13F-HR | 1/10/2020, 04:35 PM |
Q3 2019 | 274 | $552M | +$50.4M | -$49.5M | +$907K | SPLV, PDP, SPY, QTEC, FDN | 13F-HR | 10/15/2019, 11:57 AM |
Q2 2019 | 344 | $548M | +$62.9M | -$53.5M | +$9.42M | PDP, SPLV, SPY, FDN, QTEC | 13F-HR | 8/20/2019, 02:01 PM |
Q1 2019 | 325 | $524M | +$22.3M | -$20M | +$2.31M | PDP, SPLV, SPY, FDN, QTEC | 13F-HR | 4/25/2019, 01:48 PM |
Q4 2018 | 320 | $473M | +$71.5M | -$76.4M | -$4.93M | SPLV, PDP, SPY, FDN, IGSB | 13F-HR | 1/22/2019, 02:03 PM |
Q3 2018 | 313 | $527M | +$83.5M | -$32.4M | +$51.1M | PDP, SPLV, SPY, IGIB, FDN | 13F-HR | 10/19/2018, 03:00 PM |
Q2 2018 | 297 | $492M | +$148M | -$139M | +$8.26M | PDP, SPLV, IGIB, SPY, FDN | 13F-HR | 7/23/2018, 04:45 PM |
Q1 2018 | 328 | $460M | +$50.3M | -$9.27M | +$41M | AGG, PDP, SPLV, SPY, FDN | 13F-HR | 4/24/2018, 11:53 AM |
Q4 2017 | 328 | $437M | +$25.2M | -$28.1M | -$2.83M | AGG, PDP, SPLV, SPY, JNK | 13F-HR | 1/29/2018, 12:30 PM |
Q3 2017 | 327 | $271M | +$19.1M | -$20.1M | -$1.08M | PDP, SPLV, JNK, FDN, QTEC | 13F-HR | 11/7/2017, 10:25 AM |
Q2 2017 | 315 | $412M | +$15.1M | -$21.5M | -$6.38M | AGG, PDP, SPLV, SPY, TOTL | 13F-HR | 8/3/2017, 10:48 AM |
Q1 2017 | 319 | $419M | +$68.6M | -$64.6M | +$3.97M | AGG, PDP, SPLV, SPY, TOTL | 13F-HR | 4/19/2017, 11:11 AM |
Q4 2016 | 322 | $401M | +$79.6M | -$107M | -$27.3M | AGG, SPLV, PDP, SPY, FXN | 13F-HR | 2/1/2017, 02:47 PM |
Q3 2016 | 467 | $435M | +$166M | -$132M | +$34.5M | AGG, PDP, SPLV, FDN, FXN | 13F-HR | 11/2/2016, 11:09 AM |
Q2 2016 | 336 | $420M | +$174M | -$112M | +$62.2M | AGG, BWX, EBND, PSK, TFI | 13F-HR | 7/25/2016, 11:20 AM |
Q1 2016 | 392 | $349M | +$148M | -$158M | -$9.37M | AGG, SPTL, TFI, SPIB, PSK | 13F-HR | 4/27/2016, 10:52 AM |
Q4 2015 | 344 | $357M | +$31.2M | -$20.5M | +$10.8M | AGG, SPLV, PDP, FDN, FXG | 13F-HR | 1/21/2016, 04:17 PM |
Q3 2015 | 317 | $339M | +$46.3M | -$30.6M | +$15.7M | AGG, SPLV, PDP, FXD, FXG | 13F-HR | 10/19/2015, 06:00 PM |
Q2 2015 | 348 | $337M | +$62.5M | -$44.2M | +$18.3M | AGG, PDP, SPLV, FBT, FXH | 13F-HR | 7/21/2015, 01:52 PM |
Q1 2015 | 320 | $326M | +$46.7M | -$25.1M | +$21.6M | AGG, PDP, SPLV, SPTL, FBT | 13F-HR | 4/7/2015, 02:21 PM |
Q4 2014 | 324 | $297M | +$60.6M | -$48.9M | +$11.7M | AGG, SPTL, PDP, SPLV, SRLN | 13F-HR | 1/13/2015, 01:34 PM |
Q3 2014 | 327 | $281M | +$29.7M | -$21.9M | +$7.78M | AGG, SPTL, SRLN, IBCE, SPLV | 13F-HR | 10/6/2014, 09:46 AM |
Q2 2014 | 284 | $279M | +$52.3M | -$28.9M | +$23.4M | AGG, SRLN, SPTL, IBCE, VTI | 13F-HR | 7/8/2014, 11:00 AM |
Q1 2014 | 237 | $248M | +$70.2M | -$32.3M | +$37.9M | SRLN, AGG, FLOT, VTI, IBCE | 13F-HR | 4/8/2014, 02:27 PM |
Q4 2013 | 238 | $207M | $0 | $0 | FLOT, SRLN, AGG, BSCJ, IBCE | 13F-HR | 1/6/2014, 01:29 PM |