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Ayalon Insurance Comp Ltd.

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13F filer, CIK 1642216, Ramat Gan, Israel

Ayalon Insurance Comp Ltd. reported $412,070,000 across 58 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 59.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-26-000122

Period
2025-12-31
Reported value
$412M
Holdings
58
Top 10 weight
59.71%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLKadded+126,567$18.2M
VOOadded+21,537$13.5M
IEMGadded+94,255$6.34M
XLUadded+102,508$4.38M
SPYadded+5,817$3.98M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XLPreduced-123,797-$9.61M
XLYreduced-51,400-$6.14M
XLVreduced-8,900-$1.38M
XLREreduced-23,000-$928K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001178913-26-000122, largest first. % of portfolio is the value over $412,070,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219,717 shares; 2025Q1: 231,050 shares; 2025Q2: 231,772 shares; 2025Q3: 280,571 shares; 2025Q4: 296,297 shares 296,297$41.9M10.17%+15,726Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,824 shares; 2025Q1: 126,375 shares; 2025Q2: 126,567 shares; 2025Q3: 126,567 shares; 2025Q4: 253,134 shares 253,134$36.4M8.84%+126,567Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,085 shares; 2025Q1: 23,481 shares; 2025Q2: 24,171 shares; 2025Q3: 38,602 shares; 2025Q4: 44,419 shares 44,419$30.4M7.37%+5,817Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,190 shares; 2025Q1: 15,495 shares; 2025Q2: 17,035 shares; 2025Q3: 20,035 shares; 2025Q4: 41,572 shares 41,572$26.1M6.33%+21,537Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,525 shares; 2025Q1: 181,525 shares; 2025Q2: 181,676 shares; 2025Q3: 181,676 shares; 2025Q4: 181,676 shares 181,676$21.4M5.19%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,734 shares; 2025Q1: 137,899 shares; 2025Q2: 138,069 shares; 2025Q3: 138,069 shares; 2025Q4: 129,169 shares 129,169$20M4.85%-8,900Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,355 shares; 2025Q1: 131,180 shares; 2025Q2: 135,200 shares; 2025Q3: 195,520 shares; 2025Q4: 289,775 shares 289,775$19.5M4.73%+94,255Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,309 shares; 2025Q1: 164,759 shares; 2025Q2: 214,717 shares; 2025Q3: 211,062 shares; 2025Q4: 236,812 shares 236,812$17.2M4.18%+25,750Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,662 shares; 2025Q1: 128,081 shares; 2025Q2: 128,081 shares; 2025Q3: 128,081 shares; 2025Q4: 128,081 shares 128,081$17.1M4.15%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306,869 shares; 2025Q1: 316,634 shares; 2025Q2: 316,634 shares; 2025Q3: 293,449 shares; 2025Q4: 293,449 shares 293,449$16.1M3.9%0Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,322 shares; 2025Q1: 84,208 shares; 2025Q2: 85,078 shares; 2025Q3: 85,802 shares; 2025Q4: 86,137 shares 86,137$12.4M3.01%+335Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,523 shares; 2025Q1: 63,523 shares; 2025Q2: 62,858 shares; 2025Q3: 62,858 shares; 2025Q4: 71,718 shares 71,718$11.1M2.7%+8,860Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,137 shares; 2025Q1: 39,358 shares; 2025Q2: 39,358 shares; 2025Q3: 39,358 shares; 2025Q4: 39,358 shares 39,358$10.7M2.6%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,156 shares; 2025Q1: 62,725 shares; 2025Q2: 62,725 shares; 2025Q3: 49,603 shares; 2025Q4: 49,603 shares 49,603$9.25M2.25%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,390 shares; 2025Q1: 17,345 shares; 2025Q2: 17,160 shares; 2025Q3: 17,159 shares; 2025Q4: 17,159 shares 17,159$8.3M2.01%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,153 shares; 2025Q1: 53,705 shares; 2025Q2: 53,705 shares; 2025Q3: 70,008 shares; 2025Q4: 172,516 shares 172,516$7.37M1.79%+102,508Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,501 shares; 2025Q1: 18,501 shares; 2025Q2: 18,501 shares; 2025Q3: 18,501 shares; 2025Q4: 18,501 shares 18,501$6.66M1.62%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,518 shares; 2025Q1: 7,621 shares; 2025Q2: 7,636 shares; 2025Q3: 8,958 shares; 2025Q4: 8,958 shares 8,958$5.5M1.34%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,014 shares; 2025Q1: 23,798 shares; 2025Q2: 23,798 shares; 2025Q3: 23,797 shares; 2025Q4: 23,797 shares 23,797$5.49M1.33%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,245 shares; 2025Q1: 60,245 shares; 2025Q2: 60,245 shares; 2025Q3: 60,245 shares; 2025Q4: 120,490 shares 120,490$5.46M1.33%+60,245Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,928 shares; 2025Q1: 6,620 shares; 2025Q2: 7,301 shares; 2025Q3: 7,559 shares; 2025Q4: 7,919 shares 7,919$5.42M1.32%+360Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,879 shares; 2025Q1: 21,545 shares; 2025Q2: 21,545 shares; 2025Q3: 17,110 shares; 2025Q4: 17,110 shares 17,110$5.36M1.3%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,760 shares; 2025Q1: 57,760 shares; 2025Q2: 57,760 shares; 2025Q3: 57,760 shares; 2025Q4: 57,760 shares 57,760$5.28M1.28%0Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,474 shares; 2025Q1: 107,474 shares; 2025Q2: 107,474 shares; 2025Q3: 107,474 shares; 2025Q4: 107,474 shares 107,474$4.51M1.09%0Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,604 shares; 2025Q1: 101,345 shares; 2025Q2: 101,345 shares; 2025Q3: 130,879 shares; 2025Q4: 107,879 shares 107,879$4.35M1.06%-23,000Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,545 shares; 2025Q1: 29,808 shares; 2025Q2: 29,808 shares; 2025Q3: 30,236 shares; 2025Q4: 30,236 shares 30,236$4.34M1.05%0Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,454 shares; 2025Q1: 39,955 shares; 2025Q2: 40,145 shares; 2025Q3: 40,254 shares; 2025Q4: 40,584 shares 40,584$4.2M1.02%+330Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,510 shares; 2025Q1: 10,511 shares; 2025Q2: 10,511 shares; 2025Q3: 7,215 shares; 2025Q4: 7,215 shares 7,215$3.47M0.84%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,188 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 11,130 shares; 2025Q4: 13,230 shares 13,230$3.26M0.79%+2,100Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,230 shares; 2025Q1: 16,230 shares; 2025Q2: 16,230 shares; 2025Q3: 16,230 shares; 2025Q4: 16,230 shares 16,230$3.24M0.79%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 4,246 shares 4,246$3.2M0.78%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,552 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 9,772 shares; 2025Q4: 14,172 shares 14,172$3.11M0.75%+4,400Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,456 shares; 2025Q1: 14,456 shares; 2025Q2: 14,456 shares; 2025Q3: 14,456 shares; 2025Q4: 14,456 shares 14,456$3.1M0.75%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,021 shares; 2025Q1: 26,021 shares; 2025Q2: 26,021 shares; 2025Q3: 26,021 shares; 2025Q4: 26,021 shares 26,021$3.04M0.74%0Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,589 shares; 2025Q1: 30,589 shares; 2025Q2: 30,589 shares; 2025Q3: 30,589 shares; 2025Q4: 30,589 shares 30,589$2.96M0.72%0Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,356 shares; 2025Q1: 12,356 shares; 2025Q2: 12,356 shares; 2025Q3: 12,356 shares; 2025Q4: 12,356 shares 12,356$2.84M0.69%0Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,764 shares; 2025Q1: 39,764 shares; 2025Q2: 39,764 shares; 2025Q3: 39,764 shares; 2025Q4: 39,764 shares 39,764$2.51M0.61%0Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,531 shares; 2025Q1: 5,531 shares; 2025Q2: 5,531 shares; 2025Q3: 5,531 shares; 2025Q4: 5,531 shares 5,531$2.46M0.6%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,799 shares; 2025Q2: 28,799 shares; 2025Q3: 28,799 shares; 2025Q4: 28,799 shares 28,799$1.79M0.43%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,519 shares; 2025Q1: 30,009 shares; 2025Q2: 30,009 shares; 2025Q3: 30,009 shares; 2025Q4: 30,009 shares 30,009$1.65M0.4%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,819 shares; 2025Q1: 32,897 shares; 2025Q2: 32,897 shares; 2025Q3: 32,897 shares; 2025Q4: 34,294 shares 34,294$1.53M0.37%+1,397Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,826 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,826 shares; 2025Q4: 11,826 shares 11,826$1.53M0.37%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,122 shares; 2025Q1: 12,122 shares; 2025Q2: 12,122 shares; 2025Q3: 12,122 shares; 2025Q4: 12,122 shares 12,122$1.29M0.31%0Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,758 shares; 2025Q1: 4,758 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares 4,758$1.28M0.31%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,660 shares; 2025Q4: 15,660 shares 15,660$1.26M0.3%0Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares; 2025Q4: 10,080 shares 10,080$1.03M0.25%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,163 shares; 2025Q1: 59,294 shares; 2025Q2: 59,035 shares; 2025Q3: 59,035 shares; 2025Q4: 7,635 shares 7,635$912K0.22%-51,400Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,057 shares; 2025Q1: 85,057 shares; 2025Q2: 85,057 shares; 2025Q3: 85,057 shares; 2025Q4: 85,057 shares 85,057$888K0.22%0Timeline
RZVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares 7,023$835K0.2%0Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,293 shares; 2025Q1: 7,293 shares; 2025Q2: 7,293 shares; 2025Q3: 7,293 shares; 2025Q4: 7,293 shares 7,293$754K0.18%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares 1,863$536K0.13%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,304 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,071 shares; 2025Q4: 6,071 shares 6,071$496K0.12%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,287 shares; 2025Q1: 129,192 shares; 2025Q2: 129,192 shares; 2025Q3: 129,192 shares; 2025Q4: 5,395 shares 5,395$419K0.1%-123,797Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,169 shares; 2025Q1: 10,169 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,169 shares 10,169$310K0.08%0Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares 2,425$256K0.06%0Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,447 shares; 2025Q1: 3,447 shares; 2025Q2: 9,047 shares; 2025Q3: 9,047 shares; 2025Q4: 9,047 shares 9,047$248K0.06%0Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060$56K0.01%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$16K<0.01%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001178913-26-000122 base2026-01-12acceptance time not in the bulk data set