| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 40 | 245,069 | DFGR, SCHP, IEF, DFAC | 13F-HR | 4/11/2025 | 000195175725000314 |
| Q4 2024 | 42 | 233,132 | VNQ, SCHP, IEF, DFAC | 13F-HR | 1/17/2025 | 000195175725000068 |
| Q3 2024 | 41 | 234,434 | VNQ, SCHP, IEF, DFAC | 13F-HR | 10/7/2024 | 000195175724000982 |
| Q2 2024 | 41 | 205,868 | VNQ, SCHP, IEF, DFAC | 13F-HR | 8/1/2024 | 000195175724000607 |
| Q1 2024 | 41 | 198,528 | VNQ, SCHP, IEF, DFAC | 13F-HR | 4/18/2024 | 000195175724000323 |
| Q4 2023 | 43 | 189,188 | VNQ, SCHP, IEF, DFAC | 13F-HR | 1/22/2024 | 000195175724000085 |
| Q3 2023 | 37 | 171,138 | VNQ, SCHP, IEF, DFAC | 13F-HR | 10/25/2023 | 000195175723000617 |
| Q2 2023 | 35 | 147,963 | VNQ, SCHP, IEF, VTI | 13F-HR | 7/13/2023 | 000195175723000340 |
| Q1 2023 | 31 | 124,281 | VNQ, SCHP, IEF, VTI | 13F-HR | 4/20/2023 | 000195175723000187 |
| Q4 2022 | 30 | 115,340 | VNQ, SCHP, IEF, VTI | RESTATEMENT | 6/13/2023 | 000195175723000320 |
| Q3 2022 | 25 | 102,293 | VNQ, SCHP, IEF, VTI | 13F-HR | 10/17/2022 | 000190858522000004 |
| Q2 2022 | 26 | 109,531 | VNQ, SCHP, IEF, VTI | 13F-HR | 7/12/2022 | 000190858522000003 |
| Q1 2022 | 26 | 129,552 | VNQ, IEF, TIP, SCHP | 13F-HR | 4/29/2022 | 000190858522000002 |
| Q4 2021 | 24 | 134,085 | VNQ, TIP, IEF, VTI | 13F-HR | 2/2/2022 | 000190858522000001 |