Civic Intelligence

Estes Evans Charitable Trust

EIN 92-6314836 • Dodge City, KS

Pub. 78 Eligible
PO Box 339Dodge City, KS 67801
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$48,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

64th percentile

8.0%

Faster asset growth than 64% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-5.8%

Faster revenue growth than 25% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,370,952

Up $473,934 (+8.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,370,952

Up $473,934 (+8.0%) from 2024

Revenue

Down

$688,484

Down $42,045 (-5.8%) from 2024

Expenses

Down

$568,515

Down $12,887 (-2.2%) from 2024

Net Income

Down

$119,969

Down $29,158 (-20%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $5,441,376Liabilities 2023: $0Net Assets 2023: $5,441,3762023Assets 2024: $5,897,018Liabilities 2024: $0Net Assets 2024: $5,897,0182024Assets 2025: $6,370,952Liabilities 2025: $0Net Assets 2025: $6,370,9522025

Highlighted filing

2025

Assets$6,370,952
Liabilities$0
Net Assets$6,370,952

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2023: $1,039,178Expenses 2023: $563,963Net Income 2023: $475,2152023Revenue 2024: $730,529Expenses 2024: $581,402Net Income 2024: $149,1272024Revenue 2025: $688,484Expenses 2025: $568,515Net Income 2025: $119,9692025

Highlighted filing

2025

Revenue$688,484
Expenses$568,515
Net Income$119,969

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 12, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lu Ann WetmoreTrusteePT$48,000-$48,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe First Christian ChurchOperating grant-Minneola, KS, US$72,044
Paid GrantAmerican Bible SocietyOperating grant-Philedelphia, PA, US$36,022
Paid GrantAmerican Cancer SocietyOperating grant-Oklahoma City, OK, US$36,022
Paid GrantAmerican Heart AssociationOperating grant-St Petersburg, FL, US$36,022
Paid GrantCerebral Palsy Research FoundationOperating grant-Wichita, KS, US$36,021
Paid GrantChristian Evangelizers Association AKA Revival FiresOperating grant-Branson West, MO, US$36,021
Paid GrantHeartspring FKA Institute of LogopedicsOperating grant-Wichita, KS, US$36,021
Paid GrantManhattan Bible CollegeOpearting grant-Manhattan, KS, US$36,021
Paid GrantSalvation ArmyOperating grant-Hoffman Estates, IL, US$36,021
Paid GrantThe Arthritis FoundationOperating grant-Atlanta, GA, US$36,021
Filing and Contact Details

Filer

Filer Name
Estes Evans Charitable Trust
EIN
92-6314836
Phone
6207890888
Address
PO Box 339, Dodge City, KS 67801

Signing Officer

Name
Lu Ann Wetmore
Title
Trustee
Phone
6207890888
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Kennedy McKee & Company LLP
Address
PO Box 1477, Dodge City, KS 67801-1477
Preparer
John Hendrickson
Phone
6202273135
Raw XML AppendixShowing 400 of 728 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0908
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0227
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0247599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt278829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt386558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt480199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5114001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt654624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt754327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt873756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt951264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1067140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11186815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12112430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1384641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1483511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1588348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1680888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1793970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18108298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1943833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2079014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2173680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2281670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2358382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2489650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2579839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2678296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2796477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28252612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2978782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3074585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31104877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32127398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0247599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt179986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt278829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt386558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt480199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5114001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt654624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt754327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt873756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt951264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1067140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11186815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12112430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1384641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1483511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1588348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1680888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1793970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18108298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1943833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2079014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2173680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2281670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2358382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2489650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2579839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2678296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2796477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28252612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2978782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3074585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31104877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32127398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Schwab ST US Treas Principal
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P Biotech ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Abbvie Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Amazon Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Caterpillar
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Cheniere Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Costco Wholesale Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8International Bus Mach Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Nvidia Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Plantir Tech Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Tesla Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Truist Financial Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Valero Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Walmart Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WEC Energy Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Schwab Govt Money Mkt Investor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Alphabet Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ARM Hldgs PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20iShares Russell Mid Cap Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Palo Alto Networks
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Snap On Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Baker Hughes Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Bank of America
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Constellation Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Duke Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27IES Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Ishares 7-10 Yr Treasury Bond ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Nucor Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Sanmina Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Southern Copper Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Vanguard Mortgage Backed Sec ET
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt063885
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0146203
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt083
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0379724
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01889
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0591784
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0591784
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0227
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0681
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0908
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0146203
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0396236
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0396236
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt063885
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt063885
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0119969
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0476424
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0476424
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01349344
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0290
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0871
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01161
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0146203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0542388
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0379724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt079525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt079561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015054
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017729
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0412553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0146096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0568515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0688484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0688484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0146096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0172279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt333674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt718409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt814638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt912392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1213327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1465781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1545966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1632600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1767170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1833205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1967764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2092372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21141000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22272450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2372529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2476483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2563612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt330470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-5597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt730515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt840529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1431041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-13728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-12291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-8717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt188102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1923215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-1028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-23726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-3402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-1627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt255158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt330470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-5597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt730515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt840529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1431041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-13728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-12291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-8717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt188102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1923215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-1028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-23726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-3402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-1627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt255158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt062134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt332626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt734664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt858938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt921227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1320929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1436371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1552053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1633675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1723883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1875272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1956420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2066736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2168646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22137598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23272530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2470902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2581641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2664000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Reliance Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Truist Finl Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Millrose PPTS Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Palantir Technologies
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Chevron Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Costco Whsl Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6IBM Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Nvidia
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Palantir Technologies
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Telsa Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Truist Finl Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11United Rentals
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Walmart
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Microsoft
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Nvidia
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Boise Cascade
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Lennar Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Lennar Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Select STR Financia SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19United Rentals
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Kimberly Clark
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21Halliburton
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22Kensington Managed Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23Schwab ST US Treas ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24EOG Resources
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25Select STR Financia SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26Nextera
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202025-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212025-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222025-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242025-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0146203
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0119969
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0353965
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06370952
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05897018
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06370952
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0577182
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0577182
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0577182
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0584721
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07539
IRS990PF/DistributableAmountGrp/TotalTaxAmt07539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.