| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 62 | 77,264 | VNQ, SPY, VO, SDY | 13F-HR | 2/7/2024 | 000117266124000535 |
| Q3 2023 | 57 | 69,992 | VNQ, SPY, VO, SDY | 13F-HR | 11/13/2023 | 000117266123003750 |
| Q2 2023 | 55 | 71,628 | VNQ, SPY, VO, SDY | 13F-HR | 8/9/2023 | 000117266123002835 |
| Q1 2023 | 86 | 102,338 | VNQ, EMB, SPY, VO | 13F-HR | 5/12/2023 | 000117266123002047 |
| Q4 2022 | 93 | 106,483 | VNQ, EMB, SPY, VO | 13F-HR | 2/14/2023 | 000117266123000861 |
| Q3 2022 | 98 | 149,162 | VOO calls, IWM puts, VNQ, EMB | 13F-HR | 11/1/2022 | 000160658722002082 |
| Q2 2022 | 87 | 110,518 | VNQ, EMB, SPY, VO | 13F-HR | 8/12/2022 | 000160658722001750 |
| Q1 2022 | 92 | 130,868 | VNQ, EMB, SPY, QQQ | RESTATEMENT | 5/31/2022 | 000160658722001238 |
| Q4 2021 | 99 | 136,788 | VNQ, EMB, SPY, VO | RESTATEMENT | 5/31/2022 | 000160658722001236 |