13F-HR filed by Peterson Financial Group, Inc.
Peterson Financial Group, Inc. filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-06, with 430 holding rows worth $25,982,797.
- Accession
- 0001903905-24-000014
- Filer
- CIK 1903905
- Filed
- 2024-11-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 430 entries on the cover page, a total value of $25,982,797 stated on the cover page (in dollars after the unit check, H1), rows summing to $25,982,797 with VALUE read as dollars as filed, 13F file number 028-21545. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 10,765 | $2,368,775 | dollars as filed | |
| ISHARES TR | 464289420 | RUS TP200 VL ETF | 17,565 | $1,427,518 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 7,479 | $805,132 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 13,621 | $783,628 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 14,057 | $663,653 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 5,017 | $663,555 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,834 | $660,248 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 11,332 | $650,568 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,501 | $645,901 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 11,829 | $621,961 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 9,041 | $460,009 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 9,569 | $447,259 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 6,846 | $413,656 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,504 | $411,003 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H591 | CMN | 6,743 | $362,585 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 6,143 | $362,557 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 3,714 | $360,086 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 3,689 | $352,240 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 673 | $328,350 | dollars as filed | |
| Deere & Company | 244199105 | COM | 776 | $323,701 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 4,477 | $317,124 | dollars as filed | |
| iShares Global 100 ETF | 464287572 | SHS | 3,096 | $306,962 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 3,029 | $289,311 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,432 | $284,630 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,620 | $282,877 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 5,618 | $282,126 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,122 | $272,713 | dollars as filed | |
| VTI | 922908769 | COM | 962 | $272,343 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 3,031 | $270,860 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 553 | $254,390 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,399 | $244,285 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,070 | $236,614 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,875 | $227,716 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,369 | $221,920 | dollars as filed | |
| STARBOARD INVT TR | 85521B742 | ADAPTIVE ALPHA | 6,786 | $195,793 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 6,322 | $188,965 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 1,745 | $176,761 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 2,809 | $172,854 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 318 | $167,799 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 330 | $163,181 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 4,610 | $155,403 | dollars as filed | |
| PROSHARES TR | 74347R842 | PSHS ULTRUSS2000 | 3,421 | $146,873 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 971 | $143,002 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,623 | $139,599 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 3,073 | $138,026 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,007 | $137,661 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 789 | $136,579 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R402 | MORTGAGE ETF | 2,567 | $129,365 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 1,080 | $129,122 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 2,171 | $118,596 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 314 | $118,151 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 355 | $114,228 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 1,559 | $105,256 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 3,379 | $98,197 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 2,128 | $97,643 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 564 | $93,533 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 3,102 | $91,239 | dollars as filed | |
| RADNET INC | 750491102 | COM | 1,299 | $90,138 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 520 | $88,432 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 1,059 | $88,148 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 150 | $87,743 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 456 | $84,911 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 1,196 | $83,824 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 263 | $82,647 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 1,463 | $77,235 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 390 | $76,998 | dollars as filed | |
| SPY | 78462F103 | SHS | 134 | $76,721 | dollars as filed | |
| CSW INDUSTRIALS INC | 126402106 | COM | 196 | $71,983 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 1,177 | $71,441 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 364 | $70,565 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 123 | $70,422 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 173 | $70,106 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 1,517 | $68,768 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 119 | $67,950 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 137 | $67,477 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 249 | $65,559 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 1,097 | $61,971 | dollars as filed | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 881 | $61,899 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 328 | $58,692 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 192 | $58,400 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 1,826 | $56,319 | dollars as filed | |
| KLA CORP | 482480100 | COM | 73 | $56,231 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 349 | $53,716 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 1,099 | $53,367 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 481 | $52,570 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 468 | $52,333 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 438 | $51,292 | dollars as filed | |
| FMC CORP COM NEW | 302491303 | Stock | 770 | $50,741 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 180 | $49,846 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 288 | $49,615 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 1,918 | $48,717 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 124 | $47,664 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 80 | $46,292 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 238 | $45,572 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 97 | $45,485 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 254 | $45,465 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 215 | $45,395 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 409 | $44,593 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 85 | $44,313 | dollars as filed | |
| STANDEX INTL CORP | 854231107 | COM | 241 | $44,013 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 188 | $43,328 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 580 | $42,343 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 1,566 | $41,742 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N782 | CMN | 596 | $41,621 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,855 | $40,813 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 797 | $40,661 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 319 | $40,095 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 1,046 | $39,421 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 177 | $39,039 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 196 | $38,948 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 303 | $37,065 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 1,256 | $36,515 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 316 | $35,873 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 134 | $35,153 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 537 | $34,774 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 420 | $33,694 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 103 | $33,144 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 385 | $33,091 | dollars as filed | |
| CUBESMART COM | 229663109 | REIT | 609 | $32,799 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 130 | $32,045 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 276 | $31,518 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 188 | $30,563 | dollars as filed | |
| BALL CORP | 058498106 | COM | 448 | $30,424 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 368 | $30,372 | dollars as filed | |
| VGT | 92204A702 | SHS | 51 | $29,734 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 627 | $29,544 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 145 | $28,717 | dollars as filed | |
| General Electric Company | 369604301 | COM | 150 | $28,347 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 208 | $28,148 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 466 | $27,821 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 44 | $27,155 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 30 | $26,715 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N632 | ENHANCED INM ETF | 1,136 | $26,629 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 96 | $26,379 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 324 | $26,162 | dollars as filed | |
| ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF | 02072L433 | UIE | 797 | $24,549 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 666 | $24,238 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X830 | SHARES FREE CASH | 723 | $24,063 | dollars as filed | |
| VWO | 922042858 | SHS | 498 | $23,829 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 909 | $23,645 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 375 | $23,284 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C820 | BLOOMBERG SEVEN | 472 | $23,161 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 93 | $22,685 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 102 | $22,680 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 421 | $22,571 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 555 | $22,497 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 168 | $21,180 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 108 | $20,577 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 75 | $20,544 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 486 | $20,283 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 97 | $20,137 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 53 | $19,951 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 123 | $19,777 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 91 | $19,447 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459Y207 | NASDAQ 100 EQ WT | 215 | $19,393 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 154 | $18,714 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 279 | $18,370 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 68 | $18,329 | dollars as filed | |
| Linde plc | G54950103 | COM | 38 | $18,190 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 81 | $18,182 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 348 | $18,021 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 202 | $17,890 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 80 | $17,681 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 343 | $16,945 | dollars as filed | |
| SPDW | 78463X889 | COM | 448 | $16,816 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 32 | $16,600 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 125 | $16,391 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 138 | $16,209 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 166 | $15,120 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 51 | $14,465 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H179 | CMN | 1,020 | $14,222 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 20 | $14,185 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 145 | $13,905 | dollars as filed | |
| INVENTRUST PPTYS CORP COM NEW | 46124J201 | REIT | 489 | $13,873 | dollars as filed | |
| IJH | 464287507 | COM | 222 | $13,866 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 183 | $13,696 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 131 | $13,562 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 227 | $13,539 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 389 | $13,442 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 271 | $13,385 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 209 | $13,091 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 284 | $13,004 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 327 | $12,963 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 184 | $12,828 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 90 | $12,690 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 63 | $12,369 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 81 | $12,189 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 549 | $12,124 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U505 | FT VEST UQ EQT | 274 | $11,996 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 86 | $11,994 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X202 | EURO STOXX 50 | 224 | $11,903 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 13 | $11,832 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 139 | $11,686 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 280 | $11,561 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 313 | $11,414 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 1,315 | $11,414 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 66 | $11,207 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 112 | $10,751 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 200 | $10,690 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 375 | $10,654 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 173 | $10,586 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 102 | $10,577 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 363 | $10,514 | dollars as filed | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 171 | $10,489 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 60 | $10,398 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 20 | $10,356 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 202 | $10,272 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33734K109 | COM SHS | 98 | $10,209 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 759 | $10,189 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 62 | $10,173 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 283 | $10,161 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 130 | $10,069 | dollars as filed | |
| FIRST TRUST TCW OPPORTUNISTIC | 33740F805 | TCW OPPORTUNIS | 222 | $10,033 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 39 | $10,021 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 257 | $9,480 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 16 | $9,407 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 97 | $9,301 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 100 | $9,274 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 36 | $9,179 | dollars as filed | |
| Intel Corp | 458140100 | COM | 390 | $9,142 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 88 | $8,986 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 166 | $8,742 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 43 | $8,697 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 149 | $8,670 | dollars as filed | |
| IDACORP INC | 451107106 | COM | 84 | $8,609 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 71 | $8,604 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 264 | $8,582 | dollars as filed | |
| Southern Company | 842587107 | COM | 95 | $8,567 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 109 | $8,557 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 101 | $8,531 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 94 | $8,524 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 282 | $8,284 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 226 | $8,185 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 56 | $8,182 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092329 | CMN | 265 | $8,117 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 66 | $8,021 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078100 | COM | 28 | $8,008 | dollars as filed | |
| BARRICK GOLD CORP | 067901108 | COM | 400 | $7,956 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 126 | $7,926 | dollars as filed | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 236 | $7,792 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 86 | $7,651 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 54 | $7,634 | dollars as filed | |
| CORNING INC | 219350105 | COM | 168 | $7,585 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 301 | $7,564 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H278 | MAIN THEMATC IN | 419 | $7,456 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 37 | $7,337 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 175 | $7,319 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 47 | $7,019 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 73 | $6,968 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 66 | $6,962 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 78 | $6,955 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 27 | $6,892 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 21 | $6,882 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 169 | $6,863 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 19 | $6,813 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 138 | $6,730 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 76 | $6,692 | dollars as filed | |
| KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | 500767736 | ETF | 343 | $6,610 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 69 | $6,582 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 19 | $6,479 | dollars as filed | |
| PIMCO EQUITY SER | 72202L389 | RAFI DYN EMERG | 302 | $6,399 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 500 | $6,385 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 120 | $6,356 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 429 | $6,312 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 96 | $6,245 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 47 | $6,167 | dollars as filed | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 65 | $6,043 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 165 | $6,036 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 105 | $5,999 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 134 | $5,972 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 65 | $5,961 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 172 | $5,945 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 81 | $5,932 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 49 | $5,877 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 43 | $5,833 | dollars as filed | |
| CNA FINL CORP | 126117100 | COM | 118 | $5,779 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 246 | $5,763 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 35 | $5,757 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 48 | $5,732 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 200 | $5,656 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 321 | $5,633 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 488 | $5,632 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 20 | $5,510 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 36 | $5,491 | dollars as filed | |
| FIRST TRUST HIGH YIELD LONG/SH | 33738D408 | FIRST TR TA HIYL | 131 | $5,491 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 43 | $5,453 | dollars as filed | |
| UNUM GROUP COM | 91529Y106 | Stock | 91 | $5,382 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 37 | $5,314 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 11 | $5,249 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 158 | $5,240 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 36 | $5,018 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 6 | $5,014 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 33 | $5,007 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 85 | $5,003 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 51 | $4,968 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 10 | $4,964 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 55 | $4,833 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 78 | $4,810 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 136 | $4,733 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 337 | $4,730 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 22 | $4,720 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 64 | $4,720 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 41 | $4,677 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 66 | $4,649 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 25 | $4,621 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 49 | $4,609 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 12 | $4,540 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 58 | $4,366 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 84 | $4,329 | dollars as filed | |
| DBX ETF TR | 233051101 | XTRACK MSCI EMRG | 163 | $4,290 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 41 | $4,273 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1 | $4,237 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 21 | $4,224 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 34 | $4,047 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 95 | $4,044 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 24 | $4,043 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 21 | $3,989 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 30 | $3,862 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 72 | $3,854 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 35 | $3,838 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 27 | $3,812 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 13 | $3,709 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 90 | $3,695 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 83 | $3,689 | dollars as filed | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 184 | $3,669 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 18 | $3,566 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 71 | $3,384 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 20 | $3,352 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 60 | $3,332 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 34 | $3,302 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 78 | $3,284 | dollars as filed | |
| ISHARES TR | 46435G433 | MSCI USA SMCP MN | 80 | $3,252 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 92 | $3,244 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 39 | $3,235 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 8 | $3,229 | dollars as filed | |
| ISHARES INC | 464286285 | JP MRGN EM HI BD | 82 | $3,211 | dollars as filed | |
| Boeing Company | 097023105 | COM | 21 | $3,193 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 78 | $3,191 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 31 | $3,169 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 187 | $3,140 | dollars as filed | |
| ISHARES TR | 46434V100 | 0-5YR INVT GR CP | 62 | $3,110 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 31 | $3,041 | dollars as filed | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 41 | $3,025 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 10 | $2,981 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 93 | $2,926 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 45 | $2,923 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 53 | $2,886 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 32 | $2,833 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 18 | $2,822 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 119 | $2,776 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 78 | $2,734 | dollars as filed | |
| CNH INDL N V SHS | N20944109 | Stock | 233 | $2,586 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 22 | $2,556 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 22 | $2,537 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 86 | $2,500 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 43 | $2,485 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 41 | $2,478 | dollars as filed | |
| UBIQUITI INC | 90353W103 | COM | 11 | $2,447 | dollars as filed | |
| UGI CORP NEW COM | 902681105 | Stock | 97 | $2,420 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 31 | $2,419 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 120 | $2,415 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 101 | $2,321 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 30 | $2,287 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 23 | $2,153 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 9 | $2,133 | dollars as filed | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 30 | $2,090 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 9 | $2,062 | dollars as filed | |
| ISHARES FALLEN ANGELS USD BOND ETF | 46435G474 | ETF | 72 | $1,958 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 37 | $1,912 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 8 | $1,754 | dollars as filed | |
| PAN AMERN SILVER CORP | 697900108 | COM | 79 | $1,649 | dollars as filed | |
| ERIE INDTY CO CL A | 29530P102 | Stock | 3 | $1,619 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 21 | $1,604 | dollars as filed | |
| PHINIA INC | 71880K101 | COMMON STOCK | 34 | $1,581 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 10 | $1,571 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 18 | $1,450 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 13 | $1,414 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 138 | $1,383 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 9 | $1,370 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 70 | $1,342 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 28 | $1,322 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 15 | $1,312 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 13 | $1,303 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 12 | $1,268 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 62 | $1,262 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 6 | $1,210 | dollars as filed | |
| COMERICAINC | 200340107 | COM | 19 | $1,164 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 49 | $1,161 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 23 | $1,147 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 23 | $1,140 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 8 | $1,135 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 10 | $1,112 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 13 | $1,090 | dollars as filed | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 8 | $1,083 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 13 | $1,041 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 8 | $1,016 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 112 | $1,006 | dollars as filed | |
| PROSHARES TR | 74347G440 | BITCOIN ETF | 49 | $949 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4 | $903 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 12 | $902 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 42 | $846 | dollars as filed | |
| ISHARES TR | 464289479 | CORE LT USDB ETF | 15 | $807 | dollars as filed | |
| FISERV INC | 337738108 | COM | 4 | $719 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 87 | $718 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 4 | $696 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 3 | $631 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 53 | $621 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 12 | $620 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5 | $544 | dollars as filed | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 11 | $514 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 9 | $478 | dollars as filed | |
| SASOL LTD | 803866300 | SPONSORED ADR | 65 | $439 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 9 | $394 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 3 | $381 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 3 | $379 | dollars as filed | |
| SPDR Portfolio Mortgage Backed Bond ETF | 78464A383 | SHS | 17 | $376 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 63 | $346 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 2 | $295 | dollars as filed | |
| SPDR SERIES TRUST | 78464A797 | ST STR SP BANK | 5 | $264 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 9 | $252 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 1 | $218 | dollars as filed | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 2 | $218 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N865 | CMN | 3 | $175 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1 | $174 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 3 | $127 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 1 | $125 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 1 | $99 | dollars as filed | |
| SSGA ACTIVE TR | 78470P846 | SPDR BLACKSTONE | 3 | $96 | dollars as filed | |
| ISHARES CMBS ETF | 46429B366 | CMBS ETF | 2 | $81 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 1 | $16 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001903905-24-000014 | this filing | 2024-11-06 | acceptance time not in the bulk data set |