13F-HR filed by RIVERSEDGE ADVISORS, LLC
RIVERSEDGE ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-16, with 216 holding rows worth $617,735,642.
- Accession
- 0002085853-26-000385
- Filer
- CIK 1787663
- Filed
- 2026-04-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 216 entries on the cover page, a total value of $617,735,642 stated on the cover page (in dollars after the unit check, H1), rows summing to $617,735,642 with VALUE read as dollars as filed, 13F file number 028-19585. 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 |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | 922908744 | SHS | 375,036 | $73,581,979 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 628,470 | $52,521,224 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 147,593 | $44,108,230 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 554,605 | $40,841,111 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 330,316 | $32,341,262 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 1,089,602 | $26,967,657 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 458,387 | $25,935,514 | dollars as filed | |
| Apple Inc | 037833100 | COM | 92,530 | $23,483,090 | dollars as filed | |
| VWO | 922042858 | SHS | 381,766 | $20,634,466 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 272,425 | $17,457,012 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 330,131 | $16,470,235 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 170,734 | $15,456,521 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 30,792 | $13,449,572 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 221,434 | $11,906,506 | dollars as filed | |
| GRAYSCALE BITCOIN MINI TR ET | 389930207 | SHS NEW | 370,049 | $11,097,770 | dollars as filed | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 100,236 | $10,198,030 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 67,078 | $8,338,458 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 43,282 | $8,306,619 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 82,771 | $6,669,687 | dollars as filed | |
| VANECK ETF TRUST | 92189F130 | REAL ASSETS ETF | 159,702 | $6,501,468 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 134,062 | $6,441,659 | dollars as filed | |
| Fidelity Enhanced Small Cap ETF | 31609A206 | SHS | 169,186 | $6,429,068 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 35,650 | $6,217,313 | dollars as filed | |
| IVLU | 46435G409 | COM | 150,014 | $5,952,556 | dollars as filed | |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 22,236 | $5,092,826 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 106,246 | $4,983,996 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 13,058 | $3,755,014 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,787 | $3,622,868 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 16,707 | $3,479,640 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 22,522 | $3,294,518 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 10,697 | $3,233,113 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 60,149 | $2,876,325 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,276 | $2,660,975 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 79,585 | $2,427,334 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,291 | $2,149,494 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,266 | $1,939,451 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 8,701 | $1,890,201 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 49,178 | $1,811,702 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,860 | $1,806,705 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,862 | $1,643,113 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 42,356 | $1,627,318 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,006 | $1,467,990 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 12,827 | $1,450,817 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 13,189 | $1,400,023 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,001 | $1,395,893 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,358 | $1,353,453 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,331 | $1,333,635 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,762 | $1,323,550 | dollars as filed | |
| PUTNAM ETF TRUST | 746729789 | FRAN MU HI YI ET | 114,093 | $1,315,492 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 3,557 | $1,116,259 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 5,335 | $1,103,736 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,419 | $1,089,092 | dollars as filed | |
| FRANKLIN LIBERTY HIGH YIELD | 35473P629 | LIBERTY HI YLD | 44,345 | $1,070,488 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 2,367 | $1,032,604 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 16,987 | $1,030,262 | dollars as filed | |
| VTI | 922908769 | COM | 3,164 | $1,015,103 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,601 | $1,000,752 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,337 | $981,520 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | ETF | 7,803 | $971,161 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 17,398 | $858,951 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,899 | $857,447 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 34,077 | $845,101 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,525 | $784,892 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,303 | $778,046 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,288 | $769,810 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 823 | $756,971 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 9,816 | $756,912 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 565 | $746,269 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,290 | $711,641 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 3,887 | $692,347 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,178 | $658,241 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 5,781 | $655,647 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 11,972 | $602,453 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 7,226 | $596,073 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 2,752 | $587,992 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 2,481 | $572,838 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4,374 | $548,762 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 2,763 | $544,919 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,670 | $544,303 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 2,144 | $534,028 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3,318 | $529,913 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,458 | $528,210 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,461 | $525,075 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,841 | $522,450 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 1,456 | $518,693 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 370 | $510,226 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 1,067 | $506,227 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 10,226 | $498,517 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 6,788 | $496,746 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 27,692 | $486,548 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 780 | $471,285 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 6,798 | $469,946 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 9,707 | $464,263 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,453 | $457,142 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 961 | $454,784 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 985 | $454,075 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 4,881 | $453,933 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,545 | $450,572 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 510 | $445,179 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 15,298 | $443,481 | dollars as filed | |
| Intel Corp | 458140100 | COM | 9,944 | $438,836 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 2,658 | $430,011 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 8,496 | $426,488 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 3,939 | $426,397 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 3,827 | $424,032 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,263 | $415,398 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,838 | $409,942 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,215 | $403,501 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 472 | $399,010 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 3,102 | $391,938 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,127 | $386,822 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 3,049 | $385,028 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 1,772 | $379,739 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 90 | $378,929 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 3,531 | $376,069 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 5,629 | $374,216 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,249 | $371,810 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 2,653 | $358,765 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,688 | $356,487 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 990 | $354,093 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 2,979 | $350,360 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 20,522 | $348,258 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,363 | $347,636 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,404 | $346,906 | dollars as filed | |
| NORTHERN TR CORP COM | 665859104 | Stock | 2,484 | $346,692 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 543 | $344,990 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 8,806 | $343,346 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,842 | $337,707 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,776 | $336,800 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 3,601 | $336,009 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 6,423 | $334,057 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 1,234 | $333,785 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 29,287 | $330,357 | dollars as filed | |
| SPY | 78462F103 | SHS | 506 | $328,948 | dollars as filed | |
| UBIQUITI INC | 90353W103 | COM | 415 | $327,970 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,211 | $327,552 | dollars as filed | |
| SYNCHRONYFINL | 87165B103 | STOK | 4,790 | $325,816 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,498 | $322,112 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,434 | $321,292 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 824 | $319,902 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 1,544 | $318,203 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 329 | $316,415 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 4,347 | $316,201 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 3,430 | $315,800 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,729 | $315,421 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,646 | $313,895 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,225 | $313,263 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 919 | $300,644 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,698 | $294,518 | dollars as filed | |
| Linde plc | G54950103 | COM | 578 | $286,549 | dollars as filed | |
| HURON CONSULTING GROUP INC | 447462102 | COM | 2,234 | $284,813 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 3,478 | $284,222 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 8,608 | $283,637 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 3,047 | $281,269 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 1,529 | $280,312 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 359 | $277,378 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 8,314 | $272,200 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 380 | $269,215 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,727 | $268,245 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 4,563 | $266,479 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,089 | $264,714 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 987 | $263,282 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 1,983 | $262,113 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 514 | $257,022 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 346 | $255,616 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 590 | $255,176 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 1,250 | $249,988 | dollars as filed | |
| ABRDN PRECIOUS METALS BASKET | 003263100 | PHYSCL PRECS MET | 1,139 | $249,122 | dollars as filed | |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 05946K101 | ADR | 11,478 | $248,613 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,325 | $247,338 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 3,310 | $246,595 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 456 | $245,337 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 3,242 | $244,155 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 871 | $243,101 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 4,149 | $242,592 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 4,443 | $241,077 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,914 | $235,001 | dollars as filed | |
| KLA CORP | 482480100 | COM | 159 | $234,113 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 960 | $232,805 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 3,947 | $232,005 | dollars as filed | |
| PINNACLE FINL PARTNERS INC | 72348N109 | COM | 2,680 | $230,855 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,384 | $229,781 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 4,202 | $227,496 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 230 | $225,455 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 1,057 | $224,083 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 913 | $222,936 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 4,722 | $221,934 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 2,369 | $221,004 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 1,857 | $220,277 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,903 | $218,794 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 2,685 | $215,847 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 13,497 | $214,737 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 10,325 | $213,728 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 4,141 | $212,806 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,035 | $210,550 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 6,239 | $209,194 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,082 | $208,644 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,982 | $207,218 | dollars as filed | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 10,489 | $207,158 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 914 | $206,686 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 953 | $206,448 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 696 | $206,336 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 427 | $205,041 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,849 | $204,929 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 1,618 | $204,774 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 1,551 | $204,329 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 1,190 | $203,740 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 1,127 | $202,860 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 3,669 | $202,492 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 1,449 | $201,878 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 699 | $200,739 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 21,284 | $168,995 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 29,445 | $148,108 | dollars as filed | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 32,307 | $117,921 | dollars as filed | |
| ADT INC DEL COM | 00090Q103 | Stock | 14,159 | $93,025 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 21,937 | $64,056 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000385 | this filing | 2026-04-16 | acceptance time not in the bulk data set |