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 | 29 | $482M | +$54.3M | -$18.9M | +$35.4M | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 2/7/2025, 12:16 PM |
Q3 2024 | 53 | $507M | +$24.3M | -$1.79M | +$22.5M | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 10/28/2024, 03:14 PM |
Q2 2024 | 27 | $463M | +$13.8M | -$4.52M | +$9.29M | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 7/18/2024, 12:06 PM |
Q1 2024 | 29 | $452M | +$22M | -$5.76M | +$16.2M | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 5/6/2024, 11:02 AM |
Q4 2023 | 27 | $426M | +$14M | -$11.4M | +$2.57M | SCHP, USIG, BNDX, MBB, VTI | 13F-HR | 2/2/2024, 09:52 AM |
Q3 2023 | 28 | $398M | +$9.92M | -$23.4M | -$13.5M | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 10/26/2023, 06:57 PM |
Q2 2023 | 32 | $426M | +$6.31M | -$7.54M | -$1.23M | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 8/3/2023, 02:03 PM |
Q1 2023 | 32 | $424M | +$18.2M | -$2.07M | +$16.2M | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 4/14/2023, 02:04 PM |
Q4 2022 | 32 | $403M | +$18.7M | -$15.5M | +$3.23M | SCHP, USIG, BNDX, MBB, STIP | 13F-HR | 2/1/2023, 06:47 PM |
Q3 2022 | 43 | $389M | +$24.4M | -$9.95M | +$14.4M | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 11/7/2022, 12:23 PM |
Q2 2022 | 47 | $396M | +$113M | -$55.6M | +$57.2M | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 8/4/2022, 12:58 PM |
Q1 2022 | 43 | $374M | +$98.6M | -$48M | +$50.6M | BNDX, SCHZ, SCHP, USIG, MBB | 13F-HR | 5/18/2022, 09:47 AM |
Q4 2021 | 43 | $352M | +$38.8M | -$1.42M | +$37.4M | BNDX, SCHZ, BIV, VTI, MTUM | 13F-HR | 2/11/2022, 10:59 AM |
Q3 2021 | 44 | $307M | +$13.2M | -$526K | +$12.7M | BNDX, SCHZ, VTI, SCHP, MTUM | 13F-HR | 11/9/2021, 09:08 AM |
Q2 2021 | 44 | $296M | +$17.4M | -$2.22M | +$15.2M | BNDX, SCHZ, VTI, STIP, SCHP | 13F-HR | 7/29/2021, 12:39 PM |
Q1 2021 | 42 | $272M | +$8.28M | -$4.83M | +$3.45M | BNDX, SCHZ, VTI, STIP, SCHP | 13F-HR | 5/14/2021, 06:41 PM |
Q4 2020 | 43 | $268M | +$16.4M | -$3.36M | +$13M | BNDX, SCHZ, VTI, STIP, SCHP | 13F-HR | 2/24/2021, 02:10 PM |
Q3 2020 | 37 | $244M | +$9.69M | -$5.28M | +$4.4M | BNDX, SCHZ, STIP, SCHX, VTI | 13F-HR | 11/6/2020, 08:27 AM |
Q2 2020 | 36 | $233M | +$13.7M | -$8.6M | +$5.14M | BNDX, SCHZ, VOO, SCHX, BIV | 13F-HR | 8/12/2020, 11:32 AM |
Q1 2020 | 34 | $210M | +$7.57M | -$18.6M | -$11M | BNDX, SCHZ, VOO, SCHX, BIV | 13F-HR | 5/7/2020, 08:21 AM |
Q4 2019 | 40 | $237M | +$14.2M | -$10.8M | +$3.41M | BNDX, SCHZ, VOO, SCHX, BIV | 13F-HR | 2/12/2020, 02:35 PM |
Q3 2019 | 35 | $232M | +$10.4M | -$16.6M | -$6.2M | SCHZ, BNDX, VOO, BIV, SCHX | 13F-HR | 10/28/2019, 10:34 AM |
Q2 2019 | 33 | $234M | +$8.67M | -$1.67M | +$7M | SCHZ, BNDX, VOO, BIV, SCHX | 13F-HR | 8/7/2019, 10:51 AM |
Q1 2019 | 32 | $221M | +$5.92M | -$2.54M | +$3.38M | SCHZ, BNDX, VOO, BIV, SCHX | 13F-HR | 5/1/2019, 10:34 AM |
Q4 2018 | 30 | $206M | +$21.1M | -$22.7M | -$1.52M | SCHZ, BNDX, BIV, VOO, SCHX | 13F-HR | 2/6/2019, 10:13 AM |
Q3 2018 | 29 | $216M | +$9.06M | -$6.05M | +$3.01M | SCHZ, BNDX, VOO, BND, SCHX | 13F-HR | 10/29/2018, 12:06 PM |
Q2 2018 | 30 | $211M | +$13.2M | -$12.7M | +$507K | SCHZ, BNDX, VOO, AGG, BND | 13F-HR | 8/7/2018, 02:28 PM |
Q1 2018 | 31 | $210M | +$16.9M | -$682K | +$16.2M | SCHZ, BNDX, AGG, VOO, BND | 13F-HR | 5/11/2018, 01:49 PM |
Q4 2017 | 29 | $196M | +$14.7M | -$1.97M | +$12.7M | SCHZ, BNDX, AGG, VOO, BND | 13F-HR | 2/13/2018, 10:24 AM |
Q3 2017 | 27 | $181M | +$24.1M | -$4.2M | +$19.9M | SCHZ, BNDX, VOO, BND, AGG | 13F-HR | 11/1/2017, 11:15 AM |
Q2 2017 | 26 | $160M | +$5.68M | -$2.9M | +$2.78M | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 8/11/2017, 03:36 PM |
Q1 2017 | 26 | $155M | +$9.72M | -$976K | +$8.74M | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 5/4/2017, 02:44 PM |
Q4 2016 | 26 | $145M | +$5.23M | -$2.84M | +$2.39M | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 2/6/2017, 11:45 AM |
Q3 2016 | 78 | $145M | +$3.84M | -$2.78M | +$1.05M | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 11/14/2016, 09:26 AM |
Q2 2016 | 84 | $143M | +$4.46M | -$1.19M | +$3.28M | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 8/11/2016, 12:08 PM |
Q1 2016 | 78 | $137M | +$6.21M | -$3.72M | +$2.49M | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 5/13/2016, 01:43 PM |
Q4 2015 | 83 | $131M | +$5.03M | -$2.19M | +$2.83M | SCHZ, BNDX, BND, VOO, VTIP | 13F-HR | 2/12/2016, 02:50 PM |
Q3 2015 | 74 | $128M | +$12.8M | -$4.83M | +$7.97M | SCHZ, BNDX, BND, VOO, VTIP | 13F-HR | 11/6/2015, 10:33 AM |
Q2 2015 | 71 | $121M | +$19.5M | -$5.8M | +$13.7M | SCHZ, BNDX, BND, VTIP, VTI | 13F-HR | 8/24/2015, 06:40 PM |
Q1 2015 | 33 | $110M | +$21.5M | -$10.7M | +$10.9M | SCHZ, BNDX, VTIP, BND, VTI | 13F-HR | 5/13/2015, 07:55 PM |
Q4 2014 | 72 | $97.9M | +$8.71M | -$30.3M | -$21.6M | BNDX, SCHZ, VTIP, BND, VTI | 13F-HR | 2/13/2015, 10:24 AM |
Q3 2014 | 71 | $114M | $0 | $0 | BNDX, SCHZ, VTIP, BND, VWOB | 13F-HR | 11/21/2014, 02:07 PM |