| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 53 | $489M | +$6.85M | -$5.34M | +$1.52M | BND, VUG, VYM, BSV, IEFA | 13F-HR | 10/9/2024, 12:12 PM |
| Q2 2024 | 53 | $466M | +$5.99M | -$6.67M | -$688K | BND, VUG, VYM, BSV, IEFA | 13F-HR | 10/9/2024, 12:12 PM |
| Q1 2024 | 54 | $461M | +$8.95M | -$9.81M | -$861K | BND, VUG, VYM, BSV, IEFA | 13F-HR | 10/9/2024, 12:12 PM |
| Q4 2023 | 54 | $440M | +$7.3M | -$2.51M | +$4.8M | BND, VUG, VYM, BSV, IEFA | 13F-HR | 10/9/2024, 12:12 PM |
| Q3 2023 | 50 | $402M | +$9.1M | -$5.71M | +$3.39M | BND, VUG, VYM, BSV, IEFA | 13F-HR | 10/9/2024, 12:12 PM |
| Q2 2023 | 54 | $412M | +$17.8M | -$11.3M | +$6.54M | BND, VUG, VYM, BSV, IEFA | 13F-HR | 10/9/2024, 12:12 PM |
| Q1 2023 | 49 | $392M | +$13M | -$7.41M | +$5.61M | BND, VUG, VYM, BSV, VIG | 13F-HR | 10/9/2024, 12:12 PM |
| Q4 2022 | 48 | $369M | +$37.6M | -$33.9M | +$3.7M | BND, VYM, VUG, BSV, VIG | 13F-HR | 10/9/2024, 12:09 PM |
| Q3 2022 | 47 | $349M | +$11.5M | -$9.45M | +$2.01M | BND, VYM, VUG, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q2 2022 | 47 | $366M | +$17.3M | -$9.76M | +$7.49M | BND, VYM, VUG, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q1 2022 | 50 | $411M | +$25.9M | -$1.96M | +$23.9M | BND, VUG, VYM, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q4 2021 | 47 | $422M | +$10.1M | -$2.11M | +$7.99M | BND, VUG, VYM, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q3 2021 | 45 | $398M | +$7.53M | -$3.53M | +$4M | BND, VUG, VYM, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q2 2021 | 45 | $397M | +$21.8M | -$2.48M | +$19.4M | BND, VUG, VYM, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q1 2021 | 44 | $358M | +$12.6M | -$4.47M | +$8.16M | BND, VUG, VYM, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |
| Q4 2020 | 45 | $343M | $0 | $0 | BND, VUG, VYM, BSV, VEA | 13F-HR | 10/9/2024, 12:09 PM |