| 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 | 751 | $1.2B | +$93.6M | -$125M | -$31.5M | SPY, DUHP, VTV, DFIC, IVLU | 13F-HR | 2/13/2025, 04:05 PM |
| Q3 2024 | 758 | $1.26B | +$140M | -$171M | -$30.4M | SPY, DUHP, VTV, BIL, DFIC | 13F-HR | 11/13/2024, 04:23 PM |
| Q2 2024 | 772 | $1.22B | +$152M | -$177M | -$24.2M | SPY, BIL, DUHP, VTV, FJAN | 13F-HR | 8/13/2024, 05:04 PM |
| Q1 2024 | 786 | $1.25B | +$128M | -$162M | -$34.2M | BIL, SPY, DUHP, VTV, FJAN | 13F-HR | 5/14/2024, 10:22 AM |
| Q4 2023 | 744 | $1.23B | +$442M | -$104M | +$338M | BIL, SPY, DUHP, VTV, FMAY | 13F-HR | 2/14/2024, 10:20 AM |
| Q3 2023 | 674 | $817M | +$143M | -$182M | -$38.3M | BIL, SPY, FTEC, AGG, AAPL | 13F-HR | 11/13/2023, 01:12 PM |
| Q2 2023 | 698 | $891M | +$172M | -$188M | -$16M | SPY, BIL, TLT, AAPL, SGOL | 13F-HR | 8/14/2023, 06:01 AM |
| Q1 2023 | 697 | $885M | +$200M | -$233M | -$32.8M | TLT, BIL, SPY, AAPL, FHLC | 13F-HR | 5/15/2023, 11:35 AM |
| Q4 2022 | 702 | $888M | +$96.2M | -$134M | -$38.2M | BIL, TLT, VDE, FHLC, RSPT | 13F-HR | 2/14/2023, 02:14 PM |
| Q3 2022 | 722 | $867M | +$102M | -$119M | -$16.6M | BIL, TLT, VDE, FHLC, AAPL | 13F-HR | 10/24/2022, 04:43 PM |
| Q2 2022 | 728 | $937M | +$147M | -$190M | -$42.6M | TLT, BIL, FHLC, AAPL, VDE | 13F-HR | 8/8/2022, 03:07 PM |
| Q1 2022 | 773 | $1.11B | +$232M | -$416M | -$185M | TLT, BIL, VDE, AAPL, RSPT | 13F-HR | 5/16/2022, 11:13 AM |
| Q4 2021 | 860 | $1.36B | +$175M | -$167M | +$8.3M | TLT, BIL, AAPL, PDP, MDYV | 13F-HR | 2/14/2022, 02:58 PM |
| Q3 2021 | 811 | $1.31B | +$184M | -$209M | -$24.6M | TLT, VDE, FNCL, PDP, MDYV | 13F-HR | 11/12/2021, 12:32 PM |
| Q2 2021 | 868 | $1.34B | +$150M | -$161M | -$10.6M | TLT, FNCL, MDYV, BIL, VNQ | 13F-HR | 8/11/2021, 06:13 PM |
| Q1 2021 | 836 | $1.29B | +$522M | -$173M | +$349M | TLT, FNCL, MDYV, BIL, VNQ | 13F-HR | 5/14/2021, 01:07 PM |
| Q4 2020 | 612 | $910M | +$167M | -$248M | -$81.6M | TLT, BIV, VPU, LQD, HYG | 13F-HR | 2/11/2021, 02:05 PM |
| Q3 2020 | 553 | $919M | +$109M | -$128M | -$19.6M | IEI, TLT, BND, SHY, FTEC | 13F-HR | 11/9/2020, 06:30 PM |
| Q2 2020 | 563 | $918M | +$145M | -$88.8M | +$56.6M | IEI, BND, SHY, TLT, VPU | 13F-HR | 8/10/2020, 02:14 PM |
| Q1 2020 | 665 | $463M | $0 | $0 | BND, SHY, TLT, SJNK, LQD | 13F-HR | 5/12/2020, 05:21 PM | |
| Q4 2019 | 663 | $1.13B | +$260M | -$320M | -$59.8M | IJH, BND, SHY, SPY, EFA | 13F-HR | 1/24/2020, 02:44 PM |
| Q3 2019 | 683 | $1.15B | +$152M | -$201M | -$49.3M | IEI, BND, VNQ, TIP, AGG | 13F-HR | 11/5/2019, 04:42 PM |
| Q2 2019 | 684 | $1.19B | +$245M | -$386M | -$141M | IEI, BND, SPY, BWX, HYG | 13F-HR | 7/18/2019, 04:08 PM |
| Q1 2019 | 680 | $1.25B | +$308M | -$463M | -$155M | MDY, VNQ, SPY, BND, JNK | 13F-HR | 4/18/2019, 01:28 PM |
| Q4 2018 | 758 | $1.29B | +$397M | -$560M | -$163M | MDY, BND, GBIL, HYG, LQD | 13F-HR | 1/25/2019, 01:08 PM |
| Q3 2018 | 899 | $1.59B | +$101M | -$215M | -$113M | IEI, VNQ, SPY, TIP, HYG | 13F-HR | 10/16/2018, 06:57 PM |
| Q2 2018 | 947 | $1.66B | +$588M | -$908M | -$320M | IEI, VNQ, PDBC, TIP, HYG | 13F-HR | 7/27/2018, 01:48 PM |
| Q1 2018 | 1,110 | $1.96B | +$331M | -$314M | +$16.3M | MDY, GBIL, PDBC, BIL, HYG | 13F-HR | 4/6/2018, 02:42 PM |
| Q4 2017 | 1,128 | $1.96B | +$536M | -$457M | +$78.6M | MDY, SPY, PDBC, BIL, HYG | 13F-HR | 1/25/2018, 05:13 PM |
| Q3 2017 | 1,093 | $1.82B | +$226M | -$211M | +$14.4M | IEI, EFA, PDBC, HYG, BIL | 13F-HR | 10/3/2017, 10:38 AM |
| Q2 2017 | 1,059 | $1.76B | +$414M | -$407M | +$6.55M | IEI, EFA, SPY, TUZ, HYG | 13F-HR | 7/14/2017, 10:31 AM |
| Q1 2017 | 1,050 | $1.72B | +$306M | -$236M | +$70.2M | MDY, SPY, IEI, EFA, HYG | 13F-HR | 5/1/2017, 05:49 PM |
| Q4 2016 | 975 | $1.59B | +$534M | -$479M | +$54.3M | MDY, SPY, IEI, PDBC, TUZ | 13F-HR | 1/4/2017, 07:37 PM |
| Q3 2016 | 889 | $1.56B | +$280M | -$208M | +$72.3M | IEI, TUZ, BOND, HYG, SPY | 13F-HR | 10/4/2016, 05:21 PM |
| Q2 2016 | 835 | $1.47B | +$474M | -$424M | +$49.6M | IEI, VNQ, PDBC, TUZ, BOND | 13F-HR | 7/14/2016, 11:22 AM |
| Q1 2016 | 821 | $1.38B | +$269M | -$238M | +$31M | MDY, VNQ, AGG, BOND, TUZ | 13F-HR | 4/8/2016, 01:44 PM |
| Q4 2015 | 776 | $1.32B | +$605M | -$524M | +$81.5M | MDY, VNQ, SPY, GSLC, IEI | 13F-HR | 1/5/2016, 01:25 PM |
| Q3 2015 | 682 | $610M | $0 | $0 | AGG, SPNS, BLT, IHG, R297 | 13F-HR | 10/13/2015, 12:58 PM | |
| Q2 2015 | 681 | $967M | +$309M | -$240M | +$69.5M | IEI, EFA, QQQ, SPY, BOND | 13F-HR | 8/4/2015, 07:50 PM |
| Q1 2015 | 634 | $907M | +$256M | -$133M | +$123M | MDY, VNQ, EFA, QQQ, SPY | 13F-HR | 5/14/2015, 03:54 PM |
| Q4 2014 | 587 | $770M | +$316M | -$125M | +$191M | MDY, SPY, VNQ, QQQ, PCY | 13F-HR | 2/13/2015, 05:40 PM |
| Q3 2014 | 493 | $567M | +$114M | -$132M | -$18.1M | IEI, SPY, VNQ, TUZ, BIL | 13F-HR | 11/12/2014, 06:41 PM |
| Q2 2014 | 498 | $595M | +$248M | -$128M | +$120M | IEI, BIL, SPY, VNQ, TUZ | 13F-HR | 8/14/2014, 07:01 PM |
| Q1 2014 | 434 | $468M | +$137M | -$78.7M | +$58M | MDY, BIL, BND, VNQ, SPY | 13F-HR | 5/14/2014, 03:17 PM |
| Q4 2013 | 435 | $403M | $0 | $0 | MDY, EFA, SPY, BOND, HYG | 13F-HR | 2/12/2014, 05:11 PM |