| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2016 | 6 | $54.8M | +$12.6M | -$23M | -$10.3M | AGG, IJR, EFAV, ONEQ, TLT | 13F-HR | 11/2/2016, 04:46 PM |
| Q2 2016 | 6 | $64.5M | +$46M | -$2.49M | +$43.5M | AGG, EFAV, IJR, TLT, IEF | 13F-HR | 8/15/2016, 10:37 AM |
| Q1 2016 | 3 | $20.8M | +$6.75M | -$55.1M | -$48.4M | EFAV, IEF, TLT | 13F-HR | 5/12/2016, 01:48 PM |
| Q4 2015 | 4 | $68.8M | $0 | $0 | IJH, SCZ, EFAV, IEF | 13F-HR | 2/11/2016, 04:01 PM |