| 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 | 1,944 | $1.46B | +$44.4M | -$35M | +$9.4M | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 1/30/2025, 05:59 PM |
| Q3 2024 | 1,962 | $1.49B | +$163M | -$14.4M | +$149M | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 10/25/2024, 05:27 PM |
| Q2 2024 | 1,983 | $1.27B | +$25.5M | -$24.9M | +$626K | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 7/15/2024, 02:05 PM |
| Q1 2024 | 2,007 | $1.26B | +$78.9M | -$30.5M | +$48.4M | DFAX, DFAC, DFUS, IWB, AGG | 13F-HR | 4/30/2024, 01:58 PM |
| Q4 2023 | 1,995 | $1.18B | +$64.6M | -$47M | +$17.6M | DFAX, DFAC, DFUS, IWB, AGG | 13F-HR | 2/7/2024, 02:45 PM |
| Q3 2023 | 1,970 | $1.06B | +$31.7M | -$36.2M | -$4.47M | DFAX, DFAC, DFUS, IWB, MUB | 13F-HR | 11/2/2023, 02:30 PM |
| Q2 2023 | 1,974 | $1.11B | +$26.2M | -$15M | +$11.2M | DFAX, DFAC, DFUS, AGG, IWB | 13F-HR | 8/7/2023, 01:56 PM |
| Q1 2023 | 1,952 | $1.06B | +$15.3M | -$19.1M | -$3.84M | DFAX, DFAC, DFUS, AGG, IWB | 13F-HR | 4/19/2023, 04:02 PM |
| Q4 2022 | 1,943 | $1.02B | +$77.4M | -$40.3M | +$37.1M | DFAX, DFAC, DFUS, AGG, MUB | 13F-HR | 2/13/2023, 12:18 PM |
| Q3 2022 | 1,713 | $912M | +$41.5M | -$16.7M | +$24.8M | DFAX, DFAC, DFUS, AGG, MUB | 13F-HR | 10/20/2022, 08:15 PM |
| Q2 2022 | 1,708 | $947M | +$76.1M | -$42.7M | +$33.4M | DFAX, DFAC, DFUS, MUB, AGG | 13F-HR | 8/2/2022, 03:01 PM |
| Q1 2022 | 1,800 | $1.06B | +$79.7M | -$24.1M | +$55.6M | DFAX, DFAC, DFUS, IWB, AGG | 13F-HR | 5/2/2022, 04:50 PM |
| Q4 2021 | 1,685 | $1.06B | +$44.8M | -$18.5M | +$26.3M | DFAX, DFUS, DFAC, IWB, AGG | 13F-HR | 2/3/2022, 05:12 PM |
| Q3 2021 | 826 | $974M | +$326M | -$18.6M | +$307M | DFAX, DFUS, DFAC, IWB, AGG | 13F-HR | 11/8/2021, 06:20 PM |
| Q2 2021 | 590 | $670M | +$170M | -$15.6M | +$154M | DFUS, DFAC, IWB, AGG, IJR | 13F-HR | 8/4/2021, 03:40 PM |
| Q1 2021 | 581 | $490M | +$14.4M | -$27.5M | -$13.1M | IWB, AGG, IJR, BRKB, IJH | 13F-HR | 4/28/2021, 12:25 PM |
| Q4 2020 | 567 | $476M | +$16.5M | -$11.5M | +$4.99M | IWB, AGG, IJR, BRKB, IJH | 13F-HR | 2/1/2021, 05:03 PM |
| Q3 2020 | 551 | $421M | +$29.6M | -$9.89M | +$19.7M | IWB, AGG, BRKB, IJR, SPLV | 13F-HR | 10/28/2020, 02:57 PM |
| Q2 2020 | 521 | $386M | +$24.6M | -$15M | +$9.59M | IWB, AGG, IJR, BRKB, SPLV | 13F-HR | 8/5/2020, 04:26 PM |
| Q1 2020 | 496 | $333M | +$29M | -$15.4M | +$13.6M | IWB, AGG, BRKB, IJR, SPLV | 13F-HR | 4/29/2020, 12:56 PM |
| Q4 2019 | 509 | $406M | +$9.86M | -$16.5M | -$6.64M | IWB, IJR, AGG, BRKB, IJH | 13F-HR | 2/3/2020, 02:34 PM |
| Q3 2019 | 515 | $392M | +$4.61M | -$9.91M | -$5.3M | IWB, IJR, AGG, BRKB, IJH | 13F-HR | 10/30/2019, 05:54 PM |
| Q2 2019 | 456 | $395M | +$12.9M | -$10.6M | +$2.32M | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 8/6/2019, 12:38 PM |
| Q1 2019 | 458 | $384M | +$5.15M | -$29.3M | -$24.1M | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 4/23/2019, 04:16 PM |
| Q4 2018 | 446 | $373M | +$45.3M | -$16.7M | +$28.6M | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 1/25/2019, 09:09 PM |
| Q3 2018 | 520 | $388M | +$8.03M | -$14.3M | -$6.31M | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 11/9/2018, 03:09 PM |
| Q2 2018 | 454 | $380M | +$33.6M | -$36.4M | -$2.72M | IWB, IJR, BRKB, IJH, AGG | 13F-HR | 7/25/2018, 05:31 PM |
| Q1 2018 | 516 | $379M | +$11.5M | -$30.5M | -$19M | IJR, IWB, BRKB, IJH, AGG | 13F-HR | 4/26/2018, 05:18 PM |
| Q4 2017 | 527 | $408M | +$18.7M | -$7.05M | +$11.7M | IWB, IJR, BRKB, IJH, AGG | 13F-HR | 1/30/2018, 06:30 PM |
| Q3 2017 | 437 | $387M | +$18.7M | -$8.4M | +$10.3M | IWB, IJR, BRKB, IJH, AGG | 13F-HR | 10/20/2017, 11:22 AM |
| Q2 2017 | 409 | $364M | +$24.4M | -$46.5M | -$22.1M | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 7/28/2017, 10:48 AM |
| Q1 2017 | 435 | $337M | $0 | $0 | IWB, BRKB, IJH, AGG, PRF | 13F-HR | 4/24/2017, 12:40 PM | |
| Q4 2016 | 435 | $369M | +$37.2M | -$26.3M | +$10.8M | IJR, IWB, BRKB, IJH, AGG | 13F-HR | 1/30/2017, 12:31 PM |
| Q3 2016 | 476 | $350M | +$22.8M | -$42.9M | -$20.2M | IJR, IWB, BRKB, AGG, IJH | 13F-HR | 10/26/2016, 12:14 PM |
| Q2 2016 | 494 | $362M | +$29M | -$16.2M | +$12.8M | IJR, IWB, BRKB, AGG, IJH | 13F-HR | 7/25/2016, 05:26 PM |
| Q1 2016 | 622 | $339M | +$7.85M | -$21M | -$13.1M | IJR, IWB, BRKB, AGG, PRF | 13F-HR | 4/22/2016, 06:06 PM |
| Q4 2015 | 531 | $347M | +$129M | -$15.9M | +$113M | IJR, IWB, BRKB, AGG, PRF | 13F-HR | 2/2/2016, 05:41 PM |
| Q3 2015 | 473 | $227M | +$56.5M | -$6.88M | +$49.6M | BRKB, PRF, PRFZ, VTI, DTD | 13F-HR | 10/27/2015, 03:43 PM |
| Q2 2015 | 504 | $195M | +$7.06M | -$17M | -$9.98M | PRF, PRFZ, VTI, DTD, XLE | 13F-HR | 7/31/2015, 05:23 PM |
| Q1 2015 | 504 | $209M | +$13.3M | -$5.18M | +$8.13M | BRKB, PRF, PRFZ, VTI, DTD | 13F-HR | 4/28/2015, 11:25 AM |
| Q4 2014 | 518 | $629M | +$25.6M | -$5.67M | +$19.9M | BRKA, BRKB, PRF, PRFZ, VTI | 13F-HR | 1/22/2015, 06:24 PM |
| Q3 2014 | 483 | $572M | +$9.49M | -$8.5M | +$988K | BRKA, BRKB, PRF, PRFZ, DTD | 13F-HR | 10/29/2014, 02:05 PM |
| Q2 2014 | 471 | $546M | +$398M | -$38.7M | +$359M | BRKA, BRKB, PRF, PRFZ, DTD | 13F-HR | 7/29/2014, 02:43 PM |
| Q1 2014 | 112 | $181M | +$7.23M | -$58.6M | -$51.4M | PRFZ, DTD, VTI, PRF, EPD | 13F-HR | 4/16/2014, 05:52 PM |
| Q4 2013 | 128 | $230M | $0 | $0 | VTI, DTD, BRKB, PRFZ, VEA | 13F-HR | 1/14/2014, 11:57 AM |