| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 181 | 328,756 | VOO, VEA, WMT, NXRT | 13F-HR | 10/20/2026 | 000195175726001706 |
| Q2 2026 | 177 | 320,578 | VOO, VEA, WMT, EXE | 13F-HR | 7/24/2026 | 000195175726001061 |
| Q1 2026 | 176 | 297,339 | VOO, WMT, VEA, TPL | 13F-HR | 5/8/2026 | 000195175726000807 |
| Q4 2025 | 169 | 292,354 | VOO, ARE, WMT, VEA | 13F-HR | 2/19/2026 | 000195175726000482 |