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Beacon Bridge Wealth Partners, LLC

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13F filer, CIK 1965468, LOWER GWYNEDD, PA

Beacon Bridge Wealth Partners, LLC reported $351,016,307 across 105 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 41.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-26-000277

Period
2026-06-30
Reported value
$351M
Holdings
105
Top 10 weight
41.96%
New
12
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+159,737$13.8M
SPYadded+8,628$6.44M
EFGnew+45,808$5.7M
IALTnew+176,392$4.95M
GOVTadded+193,409$4.41M

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
QUALreduced-26,718-$5.86M
IEMGreduced-35,689-$2.96M
VTVreduced-13,172-$2.87M
EFVreduced-32,530-$2.49M
BINCreduced-27,595-$1.44M

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, Q2 2026

Share positions as resolved from 13F-HR 0001765380-26-000277, largest first. % of portfolio is the value over $351,016,307, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,631 shares; 2024Q4: 34,393 shares; 2025Q1: 29,900 shares; 2025Q2: 28,014 shares; 2025Q3: 28,581 shares; 2025Q4: 31,642 shares; 2026Q1: 31,968 shares; 2026Q2: 40,596 shares 40,596$30.3M8.64%+8,628Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,385 shares; 2024Q4: 171,872 shares; 2025Q1: 183,103 shares; 2025Q2: 186,031 shares; 2025Q3: 191,030 shares; 2025Q4: 236,391 shares; 2026Q1: 240,341 shares; 2026Q2: 253,037 shares 253,037$17.2M4.9%+12,696Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,366 shares; 2024Q4: 31,512 shares; 2025Q1: 33,842 shares; 2025Q2: 30,332 shares; 2025Q3: 30,902 shares; 2025Q4: 30,292 shares; 2026Q1: 30,790 shares; 2026Q2: 190,527 shares 190,527$16.4M4.68%+159,737Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,495 shares; 2024Q4: 50,595 shares; 2025Q1: 64,788 shares; 2025Q2: 68,608 shares; 2025Q3: 69,989 shares; 2025Q4: 77,041 shares; 2026Q1: 79,065 shares; 2026Q2: 65,893 shares 65,893$14.4M4.09%-13,172Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,052 shares; 2024Q4: 87,176 shares; 2025Q1: 97,442 shares; 2025Q2: 115,600 shares; 2025Q3: 118,301 shares; 2025Q4: 116,095 shares; 2026Q1: 117,514 shares; 2026Q2: 128,023 shares 128,023$13.8M3.93%+10,509Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,887 shares; 2024Q4: 19,752 shares; 2025Q1: 19,718 shares; 2025Q2: 19,408 shares; 2025Q3: 19,463 shares; 2025Q4: 19,159 shares; 2026Q1: 18,898 shares; 2026Q2: 18,555 shares 18,555$12.7M3.63%-343Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,496 shares; 2024Q4: 15,647 shares; 2025Q1: 16,084 shares; 2025Q2: 16,061 shares; 2025Q3: 16,192 shares; 2025Q4: 15,949 shares; 2026Q1: 16,246 shares; 2026Q2: 16,429 shares 16,429$12.3M3.51%+183Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,614 shares; 2024Q4: 106,485 shares; 2025Q1: 108,392 shares; 2025Q2: 106,087 shares; 2025Q3: 110,640 shares; 2025Q4: 117,744 shares; 2026Q1: 113,194 shares; 2026Q2: 115,183 shares 115,183$10.9M3.1%+1,989Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,532 shares; 2024Q4: 82,434 shares; 2025Q1: 84,781 shares; 2025Q2: 84,900 shares; 2025Q3: 85,388 shares; 2025Q4: 84,830 shares; 2026Q1: 86,328 shares; 2026Q2: 86,059 shares 86,059$10.2M2.92%-269Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,583 shares; 2024Q4: 227,658 shares; 2025Q1: 229,957 shares; 2025Q2: 226,496 shares; 2025Q3: 242,328 shares; 2025Q4: 254,119 shares; 2026Q1: 265,605 shares; 2026Q2: 266,774 shares 266,774$9.03M2.57%+1,169Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,215 shares; 2026Q1: 131,719 shares; 2026Q2: 96,030 shares 96,030$7.96M2.27%-35,689Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,791 shares; 2026Q1: 203,337 shares; 2026Q2: 314,712 shares 314,712$7.92M2.26%+111,375Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,356 shares; 2024Q4: 129,320 shares; 2025Q1: 146,680 shares; 2025Q2: 118,795 shares; 2025Q3: 124,840 shares; 2025Q4: 132,391 shares; 2026Q1: 133,518 shares; 2026Q2: 326,927 shares 326,927$7.45M2.12%+193,409Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,582 shares; 2026Q1: 146,377 shares; 2026Q2: 139,883 shares 139,883$7.37M2.1%-6,494Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238,763 shares; 2025Q4: 260,433 shares; 2026Q1: 254,793 shares; 2026Q2: 255,226 shares 255,226$7.08M2.02%+433Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,782 shares; 2024Q4: 203,807 shares; 2025Q1: 196,293 shares; 2025Q2: 211,119 shares; 2025Q3: 214,211 shares; 2025Q4: 174,021 shares; 2026Q1: 174,497 shares; 2026Q2: 292,966 shares 292,966$6.78M1.93%+118,469Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,630 shares; 2024Q4: 129,533 shares; 2025Q1: 154,548 shares; 2025Q2: 133,867 shares; 2025Q3: 134,137 shares; 2025Q4: 146,148 shares; 2026Q1: 144,646 shares; 2026Q2: 117,051 shares 117,051$6.13M1.75%-27,595Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,633 shares; 2024Q4: 40,803 shares; 2025Q1: 28,648 shares; 2025Q2: 28,746 shares; 2025Q3: 29,490 shares; 2025Q4: 2,210 shares; 2026Q1: not reported; 2026Q2: 45,808 shares 45,808$5.7M1.62%newTimeline
BDVLBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,791 shares; 2025Q4: 216,744 shares; 2026Q1: 212,183 shares; 2026Q2: 207,920 shares 207,920$5.4M1.54%-4,263Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,008 shares; 2024Q4: 172,236 shares; 2025Q1: 172,559 shares; 2025Q2: 204,119 shares; 2025Q3: 205,649 shares; 2025Q4: 174,868 shares; 2026Q1: 176,856 shares; 2026Q2: 169,913 shares 169,913$5.32M1.52%-6,943Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,662 shares; 2025Q1: 12,995 shares; 2025Q2: 12,301 shares; 2025Q3: 12,685 shares; 2025Q4: 22,617 shares; 2026Q1: 19,058 shares; 2026Q2: 15,240 shares 15,240$5.22M1.49%-3,818Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,103 shares; 2024Q4: 13,981 shares; 2025Q1: 14,995 shares; 2025Q2: 15,386 shares; 2025Q3: 15,626 shares; 2025Q4: 15,680 shares; 2026Q1: 15,825 shares; 2026Q2: 16,889 shares 16,889$5.12M1.46%+1,064Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,788 shares; 2024Q4: 43,816 shares; 2025Q1: 45,007 shares; 2025Q2: 83,390 shares; 2025Q3: 86,139 shares; 2025Q4: 92,650 shares; 2026Q1: 93,827 shares; 2026Q2: 100,772 shares 100,772$5.1M1.45%+6,945Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,418 shares; 2024Q4: 68,838 shares; 2025Q1: 61,996 shares; 2025Q2: 91,255 shares; 2025Q3: 94,303 shares; 2025Q4: 98,258 shares; 2026Q1: 98,961 shares; 2026Q2: 66,431 shares 66,431$5.09M1.45%-32,530Timeline
IALTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,392 shares 176,392$4.95M1.41%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,871 shares; 2024Q4: 110,237 shares; 2025Q1: 118,780 shares; 2025Q2: 121,311 shares; 2025Q3: 123,675 shares; 2025Q4: 125,611 shares; 2026Q1: 126,438 shares; 2026Q2: 131,105 shares 131,105$4.83M1.38%+4,667Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,842 shares; 2024Q4: 63,703 shares; 2025Q1: 63,901 shares; 2025Q2: 62,164 shares; 2025Q3: 64,918 shares; 2025Q4: 58,361 shares; 2026Q1: 63,226 shares; 2026Q2: 60,798 shares 60,798$4.61M1.31%-2,428Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,326 shares; 2026Q1: 10,383 shares; 2026Q2: 18,516 shares 18,516$4.49M1.28%+8,133Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,024 shares 80,024$4.03M1.15%newTimeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,090 shares; 2024Q4: 61,588 shares; 2025Q1: 62,463 shares; 2025Q2: 62,486 shares; 2025Q3: 62,603 shares; 2025Q4: 61,425 shares; 2026Q1: 60,318 shares; 2026Q2: 60,765 shares 60,765$3.88M1.11%+447Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,105 shares; 2026Q1: 75,617 shares; 2026Q2: 73,940 shares 73,940$3.75M1.07%-1,677Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,347 shares; 2025Q1: 42,812 shares; 2025Q2: 42,252 shares; 2025Q3: 43,837 shares; 2025Q4: 66,804 shares; 2026Q1: 66,685 shares; 2026Q2: 48,302 shares 48,302$3.65M1.04%-18,383Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,746 shares; 2024Q4: 40,224 shares; 2025Q1: 40,056 shares; 2025Q2: 37,574 shares; 2025Q3: 37,492 shares; 2025Q4: 36,943 shares; 2026Q1: 36,697 shares; 2026Q2: 35,613 shares 35,613$3.44M0.98%-1,084Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,025 shares; 2024Q4: 166,056 shares; 2025Q1: 166,246 shares; 2025Q2: 156,198 shares; 2025Q3: 119,412 shares; 2025Q4: 92,137 shares; 2026Q1: 99,033 shares; 2026Q2: 122,407 shares 122,407$3.39M0.97%+23,374Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,476 shares; 2024Q4: 32,135 shares; 2025Q1: 34,434 shares; 2025Q2: 34,827 shares; 2025Q3: 35,193 shares; 2025Q4: 31,530 shares; 2026Q1: 31,809 shares; 2026Q2: 33,625 shares 33,625$3.21M0.91%+1,816Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,168 shares; 2024Q4: 13,853 shares; 2025Q1: 13,346 shares; 2025Q2: 12,762 shares; 2025Q3: 12,071 shares; 2025Q4: 10,643 shares; 2026Q1: 9,932 shares; 2026Q2: 38,351 shares 38,351$3.09M0.88%+28,419Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,782 shares; 2026Q1: 29,609 shares; 2026Q2: 34,108 shares 34,108$3.03M0.86%+4,499Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,414 shares; 2024Q4: 14,045 shares; 2025Q1: 13,950 shares; 2025Q2: 13,410 shares; 2025Q3: 13,311 shares; 2025Q4: 13,068 shares; 2026Q1: 12,824 shares; 2026Q2: 12,778 shares 12,778$3.02M0.86%-46Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,186 shares; 2024Q4: 77,739 shares; 2025Q1: 87,375 shares; 2025Q2: 103,897 shares; 2025Q3: 108,126 shares; 2025Q4: 119,795 shares; 2026Q1: 124,549 shares; 2026Q2: 112,686 shares 112,686$2.96M0.84%-11,863Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 3,147 shares; 2025Q1: 3,282 shares; 2025Q2: 3,550 shares; 2025Q3: 3,564 shares; 2025Q4: 3,842 shares; 2026Q1: 3,896 shares; 2026Q2: 3,878 shares 3,878$2.86M0.81%-18Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,391 shares; 2024Q4: 126,242 shares; 2025Q1: 127,474 shares; 2025Q2: 120,656 shares; 2025Q3: 126,702 shares; 2025Q4: 143,847 shares; 2026Q1: 125,574 shares; 2026Q2: 121,017 shares 121,017$2.74M0.78%-4,557Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,269 shares; 2024Q4: 105,136 shares; 2025Q1: 107,538 shares; 2025Q2: 110,936 shares; 2025Q3: 113,287 shares; 2025Q4: 31,030 shares; 2026Q1: 30,846 shares; 2026Q2: 32,978 shares 32,978$2.48M0.71%+2,132Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,122 shares; 2024Q4: 24,656 shares; 2025Q1: 26,034 shares; 2025Q2: 26,317 shares; 2025Q3: 26,136 shares; 2025Q4: 26,854 shares; 2026Q1: 26,913 shares; 2026Q2: 32,188 shares 32,188$2.29M0.65%+5,275Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,409 shares 39,409$2.01M0.57%newTimeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,238 shares; 2024Q4: 20,464 shares; 2025Q1: 20,311 shares; 2025Q2: 19,634 shares; 2025Q3: 19,368 shares; 2025Q4: 17,770 shares; 2026Q1: 16,583 shares; 2026Q2: 16,506 shares 16,506$2M0.57%-77Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,880 shares; 2026Q1: 20,080 shares; 2026Q2: 19,618 shares 19,618$1.97M0.56%-462Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,965 shares; 2024Q4: 4,590 shares; 2025Q1: 4,652 shares; 2025Q2: 4,649 shares; 2025Q3: 4,763 shares; 2025Q4: 4,960 shares; 2026Q1: 4,961 shares; 2026Q2: 4,962 shares 4,962$1.87M0.53%+1Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,230 shares; 2024Q4: 82,920 shares; 2025Q1: 92,295 shares; 2025Q2: 94,627 shares; 2025Q3: 89,928 shares; 2025Q4: 34,559 shares; 2026Q1: 34,905 shares; 2026Q2: 8,187 shares 8,187$1.8M0.51%-26,718Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,096 shares; 2025Q3: 16,591 shares; 2025Q4: 23,254 shares; 2026Q1: 26,516 shares; 2026Q2: 23,798 shares 23,798$1.79M0.51%-2,718Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,006 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,728 shares; 2025Q3: 8,177 shares; 2025Q4: 8,177 shares; 2026Q1: 8,050 shares; 2026Q2: 7,946 shares 7,946$1.74M0.5%-104Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,701 shares; 2024Q4: 37,108 shares; 2025Q1: 32,818 shares; 2025Q2: 31,297 shares; 2025Q3: 31,452 shares; 2025Q4: 32,543 shares; 2026Q1: 33,081 shares; 2026Q2: 31,296 shares 31,296$1.62M0.46%-1,785Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,148 shares; 2024Q4: 33,130 shares; 2025Q1: 33,590 shares; 2025Q2: 29,961 shares; 2025Q3: 29,767 shares; 2025Q4: 37,553 shares; 2026Q1: 37,792 shares; 2026Q2: 29,990 shares 29,990$1.61M0.46%-7,802Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,863 shares; 2024Q4: 11,317 shares; 2025Q1: 11,262 shares; 2025Q2: 11,262 shares; 2025Q3: 11,479 shares; 2025Q4: 11,318 shares; 2026Q1: 11,292 shares; 2026Q2: 11,089 shares 11,089$1.53M0.43%-203Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,857 shares; 2026Q1: 9,257 shares; 2026Q2: 7,644 shares 7,644$1.46M0.41%-1,613Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,222 shares; 2024Q4: 5,922 shares; 2025Q1: 6,194 shares; 2025Q2: 6,402 shares; 2025Q3: 6,574 shares; 2025Q4: 7,011 shares; 2026Q1: 7,025 shares; 2026Q2: 7,270 shares 7,270$1.45M0.41%+245Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,344 shares; 2024Q4: 28,626 shares; 2025Q1: 31,356 shares; 2025Q2: 31,279 shares; 2025Q3: 31,557 shares; 2025Q4: 9,329 shares; 2026Q1: 9,301 shares; 2026Q2: 5,595 shares 5,595$1.41M0.4%-3,706Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 5,222 shares; 2025Q4: 7,163 shares; 2026Q1: 7,569 shares; 2026Q2: 7,366 shares 7,366$1.36M0.39%-203Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: 4,117 shares; 2025Q1: 4,109 shares; 2025Q2: 4,103 shares; 2025Q3: 4,247 shares; 2025Q4: 3,554 shares; 2026Q1: 3,560 shares; 2026Q2: 3,779 shares 3,779$1.35M0.38%+219Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,509 shares; 2024Q4: 18,420 shares; 2025Q1: 12,266 shares; 2025Q2: 12,097 shares; 2025Q3: 11,940 shares; 2025Q4: 11,179 shares; 2026Q1: 9,779 shares; 2026Q2: 15,516 shares 15,516$1.33M0.38%+5,737Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,934 shares; 2026Q1: 18,579 shares; 2026Q2: 23,586 shares 23,586$1.17M0.33%+5,007Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,656 shares; 2024Q4: 21,086 shares; 2025Q1: 21,689 shares; 2025Q2: 16,479 shares; 2025Q3: 16,594 shares; 2025Q4: 13,283 shares; 2026Q1: 13,487 shares; 2026Q2: 11,840 shares 11,840$1.17M0.33%-1,647Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,903 shares; 2024Q4: 29,222 shares; 2025Q1: 51,441 shares; 2025Q2: 44,128 shares; 2025Q3: 44,356 shares; 2025Q4: 44,347 shares; 2026Q1: 44,455 shares; 2026Q2: 37,647 shares 37,647$1.07M0.3%-6,808Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares; 2026Q2: 2,664 shares 2,664$986K0.28%+2,034Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: 2,430 shares; 2025Q2: 2,422 shares; 2025Q3: 2,537 shares; 2025Q4: 2,627 shares; 2026Q1: 2,631 shares; 2026Q2: 2,729 shares 2,729$964K0.27%+98Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,762 shares; 2024Q4: 6,211 shares; 2025Q1: 9,224 shares; 2025Q2: 10,174 shares; 2025Q3: 10,358 shares; 2025Q4: 9,528 shares; 2026Q1: 9,947 shares; 2026Q2: 9,973 shares 9,973$899K0.26%+26Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,424 shares; 2024Q4: 4,099 shares; 2025Q1: 1,963 shares; 2025Q2: 1,567 shares; 2025Q3: 1,604 shares; 2025Q4: 1,660 shares; 2026Q1: 1,915 shares; 2026Q2: 1,933 shares 1,933$813K0.23%+18Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,191 shares; 2025Q1: 2,231 shares; 2025Q2: 2,118 shares; 2025Q3: 2,183 shares; 2025Q4: 1,990 shares; 2026Q1: 1,950 shares; 2026Q2: 2,243 shares 2,243$734K0.21%+293Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,570 shares; 2024Q4: 14,419 shares; 2025Q1: 12,268 shares; 2025Q2: 12,849 shares; 2025Q3: 13,039 shares; 2025Q4: 12,144 shares; 2026Q1: 9,536 shares; 2026Q2: 9,189 shares 9,189$664K0.19%-347Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 4,202 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,259 shares; 2025Q4: 4,207 shares; 2026Q1: 4,207 shares; 2026Q2: 4,207 shares 4,207$640K0.18%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 1,805 shares; 2026Q1: 1,816 shares; 2026Q2: 1,897 shares 1,897$635K0.18%+81Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,095 shares; 2025Q1: 4,220 shares; 2025Q2: 2,162 shares; 2025Q3: 2,394 shares; 2025Q4: 2,487 shares; 2026Q1: 2,513 shares; 2026Q2: 2,631 shares 2,631$627K0.18%+118Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,740 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,758 shares; 2025Q4: 1,793 shares; 2026Q1: 1,699 shares; 2026Q2: 1,699 shares 1,699$622K0.18%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,345 shares; 2025Q2: 1,248 shares; 2025Q3: 1,443 shares; 2025Q4: 1,589 shares; 2026Q1: 1,566 shares; 2026Q2: 1,641 shares 1,641$612K0.17%+75Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: 3,254 shares; 2025Q2: 3,267 shares; 2025Q3: 3,061 shares; 2025Q4: 2,152 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares 1,152$587K0.17%0Timeline
OTFBLUE OWL TECHNOLOGY FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,545 shares; 2026Q1: 32,698 shares; 2026Q2: 53,168 shares 53,168$550K0.16%+20,470Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,545 shares; 2024Q4: 14,078 shares; 2025Q1: 13,199 shares; 2025Q2: 8,092 shares; 2025Q3: 8,092 shares; 2025Q4: 7,772 shares; 2026Q1: 7,772 shares; 2026Q2: 6,827 shares 6,827$540K0.15%-945Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,339 shares; 2024Q4: 3,339 shares; 2025Q1: 3,369 shares; 2025Q2: 3,170 shares; 2025Q3: 3,263 shares; 2025Q4: 3,342 shares; 2026Q1: 3,374 shares; 2026Q2: 3,593 shares 3,593$527K0.15%+219Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,651 shares; 2025Q1: 1,690 shares; 2025Q2: 1,696 shares; 2025Q3: 1,721 shares; 2025Q4: 1,393 shares; 2026Q1: 1,389 shares; 2026Q2: 1,411 shares 1,411$498K0.14%+22Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,985 shares; 2026Q2: 1,928 shares 1,928$492K0.14%-57Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,843 shares; 2026Q2: 2,781 shares 2,781$449K0.13%-62Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,810 shares; 2025Q1: 1,798 shares; 2025Q2: 1,397 shares; 2025Q3: 1,478 shares; 2025Q4: 1,605 shares; 2026Q1: 1,622 shares; 2026Q2: 1,740 shares 1,740$442K0.13%+118Timeline
S&P GLOBAL INCS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,061 shares 1,061$432K0.12%new
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,132 shares; 2025Q4: 7,235 shares; 2026Q1: 7,422 shares; 2026Q2: 6,406 shares 6,406$414K0.12%-1,016Timeline
NCDLNUVEEN CHURCHILL DIRECT LENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,358 shares; 2024Q4: 86,721 shares; 2025Q1: 32,432 shares; 2025Q2: 32,432 shares; 2025Q3: 32,432 shares; 2025Q4: 32,432 shares; 2026Q1: 32,432 shares; 2026Q2: 33,113 shares 33,113$411K0.12%+681Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,424 shares; 2024Q4: 4,348 shares; 2025Q1: 4,272 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares; 2025Q4: 4,643 shares; 2026Q1: 4,643 shares; 2026Q2: 4,643 shares 4,643$408K0.12%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,301 shares; 2025Q1: 2,304 shares; 2025Q2: 2,407 shares; 2025Q3: 2,357 shares; 2025Q4: 2,311 shares; 2026Q1: 2,374 shares; 2026Q2: 564 shares 564$397K0.11%-1,810Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,829 shares; 2025Q1: 1,830 shares; 2025Q2: 1,831 shares; 2025Q3: 1,946 shares; 2025Q4: 1,895 shares; 2026Q1: 1,923 shares; 2026Q2: 1,732 shares 1,732$393K0.11%-191Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,206 shares; 2025Q2: 1,207 shares; 2025Q3: 1,241 shares; 2025Q4: 1,144 shares; 2026Q1: 1,165 shares; 2026Q2: 1,145 shares 1,145$393K0.11%-20Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 1,685 shares; 2025Q1: 1,689 shares; 2025Q2: 1,695 shares; 2025Q3: 1,713 shares; 2025Q4: 1,727 shares; 2026Q1: 1,721 shares; 2026Q2: 1,723 shares 1,723$373K0.11%+2Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares; 2026Q1: 237 shares; 2026Q2: 294 shares 294$353K0.1%+57Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 588 shares; 2025Q4: 626 shares; 2026Q1: 633 shares; 2026Q2: 612 shares 612$306K0.09%-21Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,527 shares; 2024Q4: 5,527 shares; 2025Q1: 5,552 shares; 2025Q2: 5,582 shares; 2025Q3: 5,575 shares; 2025Q4: 5,221 shares; 2026Q1: 5,252 shares; 2026Q2: 5,230 shares 5,230$301K0.09%-22Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,776 shares; 2026Q1: not reported; 2026Q2: 2,504 shares 2,504$294K0.08%newTimeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares; 2026Q2: 3,217 shares 3,217$291K0.08%0Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772$280K0.08%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700$276K0.08%newTimeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,468 shares; 2024Q4: 31,824 shares; 2025Q1: 31,824 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 5,555 shares; 2026Q1: 5,555 shares; 2026Q2: 5,332 shares 5,332$270K0.08%-223Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 367 shares; 2025Q4: 457 shares; 2026Q1: 439 shares; 2026Q2: 475 shares 475$268K0.08%+36Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 845 shares; 2025Q4: 671 shares; 2026Q1: not reported; 2026Q2: 674 shares 674$252K0.07%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares; 2026Q2: 214 shares 214$251K0.07%-50Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,530 shares; 2026Q1: 3,616 shares; 2026Q2: 3,591 shares 3,591$223K0.06%-25Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,193 shares; 2026Q2: 4,193 shares 4,193$221K0.06%0Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,273 shares; 2024Q4: 6,164 shares; 2025Q1: 6,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares 4,326$206K0.06%newTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100$206K0.06%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,281 shares 1,281$202K0.06%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHRSCHWAB STRATEGIC TR38,744$965Kshares
XLVSELECT SECTOR SPDR TR4,631$679Kshares
SPGIS&P GLOBAL INC1,246$530Kshares
FISVFISERV INC5,844$326Kshares
CVXCHEVRON CORPORATION1,073$222Kshares
EEMISHARES TR3,775$214Kshares
HYSPIMCO ETF TR2,256$210Kshares
TAT&T INC7,192$208Kshares

How Q2 2026 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 0001765380-26-000277 base2026-08-05acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001765380-26-000277 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001765380-26-000151 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001765380-26-000036 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0001765380-25-000438 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0001765380-25-000264 Quarter ended 2025-06-302025-07-24acceptance time not in the bulk data set
13F-HR 0001765380-25-000186 Quarter ended 2025-03-312025-05-07acceptance time not in the bulk data set
13F-HR 0001765380-25-000037 Quarter ended 2024-12-312025-02-04acceptance time not in the bulk data set
13F-HR 0001765380-24-000431 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001765380-24-000262 Quarter ended 2024-06-302024-08-02acceptance time not in the bulk data set
13F-HR 0001765380-24-000181 Quarter ended 2024-03-312024-05-03acceptance time not in the bulk data set
13F-HR/A 0001765380-24-000098 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001765380-24-000055 Quarter ended 2023-12-312024-02-09acceptance time not in the bulk data set
13F-HR 0001765380-23-000248 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001765380-23-000138 Quarter ended 2023-06-302023-08-08acceptance time not in the bulk data set
13F-HR 0001765380-23-000111 Quarter ended 2023-03-312023-05-08acceptance time not in the bulk data set
13F-HR 0001765380-23-000048 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set