CIK: 0001791126 | SUN CITY, AZ
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 135 | $336.4M | 2026-11-04 | SEC ↗ | |
| 13F-HR | 133 | $325.5M | 2026-08-05 | SEC ↗ | |
| 13F-HR | 124 | $269.5M | 2026-05-01 | SEC ↗ | |
| 13F-HR | 126 | $265.9M | 2026-02-05 | SEC ↗ | |
| 13F-HR | 111 | $263.1M | 2025-11-13 | SEC ↗ | |
| 13F-HR | 107 | $234.4M | 2025-07-28 | SEC ↗ | |
| 13F-HR | 94 | $194.2M | 2025-03-18 | SEC ↗ | |
| 13F-HR | 89 | $176.0M | 2024-10-04 | SEC ↗ | |
| 13F-HR | 84 | $171.2M | 2024-08-14 | SEC ↗ | |
| 13F-HR | 76 | $144.4M | 2024-04-25 | SEC ↗ | |
| 13F-HR | 75 | $152.3M | 2024-01-25 | SEC ↗ | |
| 13F-HR | 73 | $148.7M | 2023-11-14 | SEC ↗ | |
| 13F-HR | 84 | $178.0M | 2023-08-10 | SEC ↗ | |
| 13F-HR | 78 | $163.1M | 2023-06-26 | SEC ↗ | |
| 13F-HR | 84 | $164.5M | 2023-01-25 | SEC ↗ | |
| 13F-HR | 86 | $168.5K | 2022-10-12 | SEC ↗ | |
| 13F-HR | 85 | $142.0K | 2022-08-04 | SEC ↗ | |
| 13F-HR | 94 | $192.9K | 2022-04-21 | SEC ↗ | |
| 13F-HR | 94 | $13.1M | 2022-02-07 | SEC ↗ | |
| 13F-HR | 109 | $209.8K | 2021-10-26 | SEC ↗ | |
| 13F-HR | 117 | $175.0K | 2021-08-13 | SEC ↗ | |
| 13F-HR | 107 | $1.1M | 2021-04-19 | SEC ↗ | |
| 13F-HR | 89 | $1.3M | 2021-01-19 | SEC ↗ | |
| 13F-HR | 80 | $1.4M | 2020-10-16 | SEC ↗ | |
| 13F-HR | 82 | $96.6K | 2020-07-29 | SEC ↗ | |
| 13F-HR | 61 | $61.8K | 2020-05-14 | SEC ↗ |