| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 131 | $365M | +$15.3M | -$91.3M | -$76M | AGG, VV, VTEB, VXUS, IJR | 13F-HR | 10/10/2024, 06:00 PM |
| Q2 2024 | 122 | $424M | +$23.3M | -$41.5M | -$18.1M | ADM, AGG, VXUS, VV, VTEB | 13F-HR | 7/9/2024, 08:15 PM |
| Q1 2024 | 122 | $444M | +$8.37M | -$6.21M | +$2.16M | ADM, VXUS, AGG, VTEB, VV | 13F-HR | 4/10/2024, 03:55 PM |
| Q4 2023 | 117 | $440M | +$12.9M | -$7.37M | +$5.51M | ADM, VXUS, AGG, VTEB, VV | 13F-HR | 1/11/2024, 06:20 PM |
| Q3 2023 | 108 | $415M | +$10.8M | -$15M | -$4.18M | ADM, VXUS, AGG, VTEB, VV | 13F-HR | 10/13/2023, 07:10 PM |
| Q2 2023 | 108 | $430M | +$970K | -$15.6M | -$14.7M | ADM, VXUS, AGG, VV, VTEB | 13F-HR | 7/13/2023, 05:30 PM |
| Q1 2023 | 109 | $442M | +$85M | -$97.4M | -$12.3M | ADM, VXUS, AGG, VV, VTEB | 13F-HR | 4/26/2023, 07:21 PM |
| Q4 2022 | 111 | $459M | +$10.7M | -$31.6M | -$20.9M | ADM, VXUS, SPSB, SHM, VV | 13F-HR | 1/19/2023, 04:38 PM |
| Q3 2022 | 116 | $441M | +$5.98M | -$48.6M | -$42.6M | ADM, VXUS, SPSB, SHM, SPY | 13F-HR | 10/27/2022, 07:03 PM |
| Q2 2022 | 150 | $506M | +$5.1M | -$153M | -$148M | ADM, VXUS, SPSB, SHM, SPY | 13F-HR | 9/12/2022, 09:11 PM |
| Q1 2022 | 202 | $736M | +$48M | -$54.6M | -$6.54M | ADM, SPY, VXUS, SPSB, VV | 13F-HR | 9/12/2022, 08:43 PM |
| Q4 2021 | 202 | $741M | +$12.7M | -$24.8M | -$12.1M | ADM, SPY, VXUS, SPSB, VV | 13F-HR | 9/12/2022, 05:35 PM |
| Q3 2021 | 200 | $709M | +$99.9M | -$31.8M | +$68M | ADM, SPY, VXUS, SPSB, VV | 13F-HR | 9/12/2022, 04:57 PM |
| Q2 2021 | 209 | $651M | +$30.3M | -$16.3M | +$14M | SPY, VXUS, SPSB, VV, SHM | 13F-HR | 9/10/2021, 05:21 PM |
| Q1 2021 | 205 | $611M | +$44.2M | -$37.3M | +$6.84M | SPY, VXUS, SPSB, VV, SHM | 13F-HR | 9/10/2021, 05:54 PM |
| Q4 2020 | 195 | $582M | +$312M | -$3.42M | +$309M | SPY, VXUS, SPSB, AGG, SHM | 13F-HR | 9/17/2021, 05:47 PM |
| Q3 2020 | 93 | $252M | +$21M | -$31.2M | -$10.2M | VXUS, SPSB, SHM, VV, FIXD | 13F-HR | 10/20/2020, 06:14 PM |
| Q2 2020 | 104 | $252M | $0 | $0 | VXUS, SPSB, SHM, VV, VXF | 13F-HR | 7/21/2020, 03:51 PM |