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CIK 0001250731 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARDENT HEALTH INC | COM | $682.1M | 58.8%Prev: 67.7% | 77,246,499 SH | Decreased |
| EQUITY LIFESTYLE PPTYS INC | COM | $31.8M | 2.7%Prev: 3.0% | 524,368 SH | Decreased-232,013 SH |
| EQUITY RESIDENTIAL | SH BEN INT | $42.9M | 3.7%Prev: 4.0% | 680,019 SH | Decreased-255,496 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $84.9M | 7.3%Prev: 5.5% | 1,865,494 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $40.0M | 3.4%Prev: 2.6% | 594,544 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.4M | 1.1%Prev: 0.4% | 19,821 SH | Increased+9,540 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $181.1M | 15.6%Prev: 11.7% | 540,160 SH | Increased+1,545 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.8M | 0.2%Prev: 0.1% | 34,383 SH | Increased+16,488 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $54.7M | 4.7%Prev: 3.3% | 874,885 SH | Increased+47,518 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $10.4M | 0.9%Prev: 0.7% | 78,063 SH | Increased+621 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $18.4M | 1.6%Prev: 1.1% | 64,079 SH | Increased+605 SH |
| 13F-HR |
| 0000905148-26-003724 |
| $1.45B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000905148-25-002948 | $1.63B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002374 | $1.18B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000905148-25-001724 | $1.61B | View |