| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 65 | 286,469 | VNQ, VTEB, DFAC, SCHO | 13F-HR | 11/15/2024 | 000121465924019247 |
| Q2 2024 | 66 | 269,408 | VNQ, VTEB, DFAC, SCHO | 13F-HR | 9/25/2024 | 000121465924016718 |
| Q1 2024 | 59 | 255,507 | VNQ, VTEB, DFAC, SCHO | 13F-HR | 9/25/2024 | 000121465924016716 |
| Q4 2023 | 54 | 246,240 | VNQ, VTEB, SCHO, DFAC | 13F-HR | 9/25/2024 | 000121465924016714 |
| Q3 2023 | 54 | 223,631 | VNQ, VTEB, SCHO, DFAC | 13F-HR | 9/25/2024 | 000121465924016712 |
| Q2 2023 | 52 | 235,513 | VNQ, VTEB, SCHO, DFAC | 13F-HR | 9/25/2024 | 000121465924016710 |
| 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 |