| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 83 | $128M | +$9.77M | -$129K | +$9.64M | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 8/1/2024, 06:00 PM |
| Q1 2024 | 82 | $114M | +$21.3M | -$13.9M | +$7.36M | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 4/26/2024, 12:33 PM |
| Q4 2023 | 82 | $108M | $0 | $0 | AGG, SPDW, SHY, IJH, VTI | 13F-HR | 2/9/2024, 03:50 PM |