| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2021 | 86 | $530M | +$20.4M | -$18.2M | +$2.23M | IWB, SCZ, AGG, EFV, SCHD | 13F-HR | 11/12/2021, 02:48 PM |
| Q2 2021 | 81 | $535M | +$20.9M | -$6.16M | +$14.7M | IWB, SCZ, EFV, AGG, META | 13F-HR | 8/13/2021, 02:54 PM |
| Q1 2021 | 76 | $488M | +$134M | -$16.7M | +$117M | IWB, SCZ, EFV, AGG, META | 13F-HR | 5/17/2021, 05:12 PM |
| Q4 2020 | 30 | $353M | +$10M | -$6.18M | +$3.83M | IWB, SCZ, EFV, AGG, EFA | 13F-HR | 2/11/2021, 09:29 AM |
| Q3 2020 | 28 | $305M | +$9.91M | -$12.4M | -$2.47M | IWB, SCZ, EFV, EFA, AGG | 13F-HR | 11/13/2020, 03:14 PM |
| Q2 2020 | 27 | $286M | +$15M | -$47.8M | -$32.7M | IWB, EFV, SCZ, EFA, IWO | 13F-HR | 8/13/2020, 01:59 PM |
| Q1 2020 | 25 | $266M | +$7.29M | -$19.9M | -$12.6M | IWB, EFV, SCZ, IWO, VWO | 13F-HR | 5/13/2020, 03:49 PM |
| Q4 2019 | 26 | $365M | +$14.3M | -$863K | +$13.4M | IWB, EFV, SCZ, IWO, VWO | 13F-HR | 2/3/2020, 04:30 PM |
| Q3 2019 | 25 | $325M | +$2.28M | -$3.56M | -$1.29M | IWB, EFV, SCZ, IWO, VWO | 13F-HR | 11/4/2019, 03:04 PM |
| Q2 2019 | 24 | $328M | +$6.1M | -$583K | +$5.52M | IWB, EFV, SCZ, IWO, VWO | 13F-HR | 8/7/2019, 11:54 AM |
| Q1 2019 | 24 | $316M | +$11.7M | -$4.38M | +$7.28M | IWB, EFV, SCZ, IWO, VWO | 13F-HR | 5/10/2019, 12:15 PM |
| Q4 2018 | 24 | $275M | +$69.5M | -$27M | +$42.5M | IWB, EFV, SCZ, IWO, VWO | 13F-HR | 2/8/2019, 02:42 PM |
| Q3 2018 | 22 | $272M | +$2.57M | -$3.47M | -$903K | IWB, EFV, IWO, RWO, VWO | 13F-HR | 11/2/2018, 12:02 PM |
| Q2 2018 | 20 | $263M | +$6.93M | -$428K | +$6.51M | IWB, EFV, IWO, RWO, VWO | 13F-HR | 8/3/2018, 02:01 PM |
| Q1 2018 | 19 | $254M | +$6.37M | -$1.74M | +$4.63M | IWB, EFV, IWO, RWO, VWO | 13F-HR | 5/15/2018, 02:19 PM |
| Q4 2017 | 19 | $252M | +$829K | -$7.88M | -$7.05M | IWB, EFV, IWO, RWO, VWO | 13F-HR | 2/14/2018, 12:18 PM |
| Q3 2017 | 21 | $249M | +$5.65M | -$196K | +$5.46M | IWB, EFV, IWO, RWO, VWO | 13F-HR | 11/8/2017, 03:59 PM |
| Q2 2017 | 19 | $234M | +$10.5M | -$3.27M | +$7.27M | IWB, EFV, IWO, RWO, VWO | 13F-HR | 8/4/2017, 03:23 PM |
| Q1 2017 | 20 | $220M | +$79.8M | -$2.32M | +$77.5M | IWB, EFV, IWO, RWO, VWO | 13F-HR | 5/10/2017, 04:56 PM |
| Q4 2016 | 17 | $136M | +$6.07M | -$703K | +$5.37M | IWB, RWO, VWO, IWS, VNQ | 13F-HR | 2/2/2017, 02:57 PM |
| Q3 2016 | 17 | $128M | +$769K | -$2.25M | -$1.48M | IWB, RWO, VWO, IWS, VNQ | 13F-HR | 11/7/2016, 03:10 PM |
| Q2 2016 | 17 | $126M | +$2.21M | -$8.25M | -$6.03M | IWB, RWO, IWS, VWO, VNQ | 13F-HR | 8/12/2016, 02:31 PM |
| Q1 2016 | 21 | $129M | +$6.53M | -$25.8M | -$19.3M | IWB, RWO, IWS, VWO, VNQ | 13F-HR | 5/12/2016, 03:18 PM |
| Q4 2015 | 21 | $146M | +$23.9M | -$1.71M | +$22.1M | IWB, IWS, VWO, RWO, EFA | 13F-HR | 2/9/2016, 01:30 PM |
| Q3 2015 | 21 | $118M | +$10.8M | -$908K | +$9.92M | IWB, IWS, RWO, VWO, IWO | 13F-HR | 11/9/2015, 04:43 PM |
| Q2 2015 | 20 | $118M | $0 | $0 | IWB, IWS, VWO, IWO, IWF | 13F-HR | 8/14/2015, 02:53 PM |