Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2023 | 52 | 229,187 | VNQ, VTEB, SCHO, MUB | 13F-HR | 7/28/2023 | 000121465923010162 |
Q4 2022 | 53 | 219,773 | VNQ, VTEB, SCHO, MUB | 13F-HR | 7/28/2023 | 000121465923010161 |
Q3 2022 | 47 | 189,248 | VNQ, VTEB, SCHO, AVUS | 13F-HR | 7/28/2023 | 000121465923010160 |
Q2 2022 | 49 | 196,399 | VNQ, VTEB, SCHO, DFAC | 13F-HR | 7/28/2023 | 000121465923010159 |
Q1 2022 | 47 | 186,618 | VNQ, VTEB, SCHO, SCHB | 13F-HR | 7/28/2023 | 000121465923010158 |
Q4 2021 | 48 | 176,539 | VNQ, VTEB, SCHO, SCHB | 13F-HR | 7/28/2023 | 000121465923010157 |