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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 49 | $595M | +$15.5M | -$8.5M | +$7M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 10/6/2025, 03:32 PM |
| Q2 2025 | 47 | $555M | +$61.4M | -$3.97M | +$57.5M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 7/2/2025, 02:42 PM |
| Q1 2025 | 47 | $455M | +$2.6M | -$42.8M | -$40.2M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 4/8/2025, 03:23 PM |
| Q4 2024 | 47 | $515M | +$18.3M | -$9.96M | +$8.3M | VTI, BND, IAGG, SPDW, SPTM | 13F-HR | 1/27/2025, 08:49 AM |
| Q3 2024 | 47 | $514M | +$41.2M | -$13M | +$28.2M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 10/7/2024, 08:56 AM |
| Q2 2024 | 47 | $455M | +$13M | -$3.51M | +$9.45M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 7/10/2024, 05:07 PM |
| Q1 2024 | 46 | $442M | +$20.5M | -$8.71M | +$11.7M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 4/11/2024, 09:18 AM |
| Q4 2023 | 43 | $379M | $0 | $0 | VTI, BND, SPDW, IAGG, SPTS | 13F-HR | 1/8/2024, 03:21 PM | |
| Q3 2023 | 43 | $379M | +$11M | -$8.81M | +$2.22M | VTI, BND, SPDW, IAGG, SPTS | 13F-HR | 10/10/2023, 10:49 AM |
| Q2 2023 | 41 | $391M | +$31.3M | -$1.6M | +$29.7M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 7/6/2023, 10:49 AM |
| Q1 2023 | 40 | $348M | +$832K | -$6.02M | -$5.19M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 4/4/2023, 02:22 PM |
| Q4 2022 | 40 | $337M | +$24M | -$187K | +$23.8M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 1/10/2023, 01:16 PM |
| Q3 2022 | 37 | $298M | +$9.57M | -$2.81M | +$6.76M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 10/13/2022, 02:20 PM |
| Q2 2022 | 39 | $311M | +$42.6M | -$39.1M | +$3.5M | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 7/12/2022, 01:29 PM |
| Q1 2022 | 40 | $349M | +$12.9M | -$3.15M | +$9.79M | VTI, SPAB, SPDW, IAGG, SPTM | 13F-HR | 4/12/2022, 01:17 PM |
| Q4 2021 | 39 | $341M | +$12.2M | -$2.63M | +$9.61M | VTI, SPAB, SPDW, IAGG, SPTM | 13F-HR | 1/18/2022, 01:39 PM |
| Q3 2021 | 40 | $335M | +$9.09M | -$1.59M | +$7.5M | VTI, SPAB, SPDW, IAGG, SPTS | 13F-HR | 10/7/2021, 02:14 PM |
| Q2 2021 | 37 | $331M | +$15M | -$7.84M | +$7.2M | VTI, SPAB, SPDW, IAGG, SPTM | 13F-HR | 7/13/2021, 10:35 AM |
| Q1 2021 | 37 | $307M | +$43M | -$14.4M | +$28.6M | VTI, SPAB, SPDW, SPTM, IAGG | 13F-HR | 4/19/2021, 10:01 AM |
| Q4 2020 | 35 | $269M | +$49M | -$42.8M | +$6.24M | VTI, SPTM, SPAB, SPDW, IAGG | 13F-HR | 1/12/2021, 08:35 AM |
| Q3 2020 | 36 | $237M | +$13.6M | -$8.67M | +$4.88M | SPTM, VTI, SPAB, SPDW, IAGG | 13F-HR | 10/20/2020, 10:45 AM |
| Q2 2020 | 34 | $221M | +$7.61M | -$861K | +$6.75M | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 7/6/2020, 02:43 PM |
| Q1 2020 | 32 | $184M | +$5.01M | -$2.85M | +$2.16M | SPTM, SPAB, IAGG, SPDW, VTI | 13F-HR | 4/13/2020, 10:09 AM |
| Q4 2019 | 31 | $224M | +$6.24M | -$605K | +$5.64M | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 1/6/2020, 11:40 AM |
| Q3 2019 | 29 | $207M | +$6.4M | -$3.02M | +$3.38M | SPTM, SPAB, SPDW, IAGG, VTI | 13F-HR | 10/8/2019, 11:38 AM |
| Q2 2019 | 33 | $204M | +$10.6M | -$2.24M | +$8.38M | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 7/9/2019, 09:34 AM |
| Q1 2019 | 32 | $191M | +$9.03M | -$15.8M | -$6.76M | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 4/11/2019, 10:43 AM |
| Q4 2018 | 29 | $168M | +$9.39M | -$6.97M | +$2.42M | SPTM, SPAB, SPDW, IAGG, VTI | 13F-HR | 1/10/2019, 11:44 AM |
| Q3 2018 | 30 | $184M | +$26.5M | -$7.01M | +$19.5M | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 10/3/2018, 11:43 AM |
| Q1 2018 | 28 | $160M | +$7.45M | -$3.74M | +$3.71M | SPTM, SPAB, VTI, SPDW, IAGG | Restatement | 4/10/2018, 09:40 AM |
| Q4 2017 | 29 | $157M | +$111M | -$108M | +$2.59M | SPTM, SPAB, VTI, SPDW, IAGG | 13F-HR | 1/9/2018, 03:01 PM |
| Q3 2017 | 21 | $150M | +$2.03M | -$622K | +$1.4M | VTI, VEU, BND, BNDX, VXF | 13F-HR | 10/12/2017, 12:46 PM |
| Q2 2017 | 21 | $144M | +$5.81M | -$1.52M | +$4.29M | VTI, VEU, BND, BNDX, VXF | 13F-HR | 7/7/2017, 12:11 PM |
| Q1 2017 | 21 | $129M | +$6.31M | -$1.52M | +$4.79M | VTI, VEU, BND, BNDX, VXF | 13F-HR | 4/6/2017, 10:06 AM |
| Q4 2016 | 21 | $126M | +$4.47M | -$1.69M | +$2.78M | VTI, VEU, BND, BNDX, VXF | 13F-HR | 1/12/2017, 09:08 AM |
| Q3 2016 | 23 | $123M | +$6.83M | -$678K | +$6.15M | VTI, VEU, BND, BNDX, VXF | 13F-HR | 10/11/2016, 12:52 PM |
| Q2 2016 | 24 | $114M | +$7.59M | -$3.11M | +$4.48M | VTI, VEU, BND, BNDX, VXF | 13F-HR | 7/11/2016, 01:58 PM |
| Q1 2016 | 24 | $108M | +$9.98M | -$4.49M | +$5.49M | VTI, VEU, BND, BNDX, BSV | 13F-HR | 4/7/2016, 01:15 PM |
| Q4 2015 | 18 | $99.3M | +$4.27M | -$5.57M | -$1.3M | VTI, VEU, BND, BNDX, BSV | 13F-HR | 1/7/2016, 03:33 PM |
| Q3 2015 | 23 | $98.3M | +$3.33M | -$1.77M | +$1.56M | VTI, VEU, BND, BNDX, BSV | 13F-HR | 10/9/2015, 10:50 AM |
| Q2 2015 | 26 | $107M | +$10.2M | -$7.6M | +$2.59M | VTI, VEU, BND, BNDX, DJP | 13F-HR | 7/13/2015, 11:31 AM |
| Q1 2015 | 25 | $105M | +$11.1M | -$8.63M | +$2.47M | VTI, VEU, BND, BNDX, DJP | 13F-HR | 4/15/2015, 04:16 PM |
| Q4 2014 | 27 | $99M | $0 | $0 | VTI, VEU, BND, BNDX, BSV | 13F-HR | 1/21/2015, 02:08 PM |