CX Institutional

13F filer, CIK 1737089, AUBURN, IN

CX Institutional reported $2,649,126,000 across 1,202 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-15. Its ten largest share positions make up 22.65% of the portfolio.

Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001737089-25-000005

Period: 2025-03-31
Reported value: $2.65B
Holdings: 1,202
Top 10 weight: 22.65%
New: 672
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
NFRAadded	+280,570	$16.2M
IWFadded	+40,504	$14.6M
IUSGadded	+112,903	$14.3M
SCHWadded	+171,615	$13.4M
PAVEadded	+335,530	$12.7M

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

Security	Shares change	Approx. value
IEFAreduced	-429,264	-$32.5M
SGOVreduced	-280,352	-$28.2M
BRK-Bexited	-33,541	-$15.2M
HEFAreduced	-390,432	-$14.2M
CIBRreduced	-187,382	-$11.8M

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, Q1 2025

Share positions as resolved from 13F-HR 0001737089-25-000005, largest first. % of portfolio is the value over $2,649,126,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IEFAISHARES TR	1,491,967	$113M	4.26%	-429,264	Timeline
SPTISPDR SERIES TRUST	2,043,626	$58.4M	2.2%	-143,177	Timeline
JAAAJANUS DETROIT STR TR	1,150,408	$58.3M	2.2%	+66,706	Timeline
VOVANGUARD INDEX FDS	224,464	$58.1M	2.19%	+27,360	Timeline
IVEISHARES TR	281,643	$53.7M	2.03%	+49,292	Timeline
MGKVANGUARD WORLD FD	170,735	$52.7M	1.99%	+5,152	Timeline
IVVISHARES TR	92,636	$52.1M	1.96%	-379	Timeline
IUSGISHARES TR	407,174	$51.7M	1.95%	+112,903	Timeline
IWFISHARES TR	142,684	$51.5M	1.94%	+40,504	Timeline
SCHVSCHWAB STRATEGIC TR	1,909,279	$50.7M	1.92%	+66,136	Timeline
VBVANGUARD INDEX FDS	226,214	$50.2M	1.89%	+46,334	Timeline
SPBOSPDR SERIES TRUST	1,673,235	$48.6M	1.83%	-103,594	Timeline
TLTISHARES TR	528,487	$48.1M	1.82%	+62,905	Timeline
SGOVISHARES TR	442,313	$44.5M	1.68%	-280,352	Timeline
IWDISHARES TR	225,186	$42.4M	1.6%	+31,560	Timeline
AAPLAPPLE INC	189,978	$42.2M	1.59%	+13,013	Timeline
SPMBSPDR SERIES TRUST	1,822,471	$40.2M	1.52%	-143,715	Timeline
ITMVANECK ETF TRUST	749,499	$34.1M	1.29%	+11,142	Timeline
MSFTMICROSOFT CORP	84,176	$31.6M	1.19%	+5,774	Timeline
TAXFAMERICAN CENTY ETF TR	637,723	$31.6M	1.19%	+18,960	Timeline
HEFAISHARES TR	843,256	$30.6M	1.16%	-390,432	Timeline
BNDXVANGUARD CHARLOTTE FDS	615,639	$30.1M	1.13%	-34,621	Timeline
MUBISHARES TR	274,717	$29M	1.09%	+53,575	Timeline
VTEBVANGUARD MUN BD FDS	577,148	$28.6M	1.08%	+113,472	Timeline
NVDANVIDIA CORPORATION	245,716	$26.6M	1.01%	+38,873	Timeline
SPYGSPDR SERIES TRUST	282,830	$22.7M	0.86%	+61,798	Timeline
LLYELI LILLY & CO	27,223	$22.5M	0.85%	+3,600	Timeline
AMZNAMAZON COM INC	115,942	$22.1M	0.83%	+8,137	Timeline
SHYISHARES TR	260,857	$21.6M	0.81%	-17,618	Timeline
VVISA INC	59,788	$21M	0.79%	+7,821	Timeline
METAMETA PLATFORMS INC	35,807	$20.6M	0.78%	+6,168	Timeline
GOOGLALPHABET INC	132,271	$20.5M	0.77%	+15,775	Timeline
NFRAFLEXSHARES TR	340,883	$19.6M	0.74%	+280,570	Timeline
TSLATESLA INC	75,329	$19.5M	0.74%	+29,450	Timeline
PZAINVESCO EXCH TRADED FD TR II	787,564	$18.1M	0.68%	+27,067	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	32,387	$18.1M	0.68%	-6,876	Timeline
PAVEGLOBAL X FDS	461,893	$17.4M	0.66%	+335,530	Timeline
PGPROCTER & GAMBLE CO	97,150	$16.6M	0.62%	-5,751	Timeline
AVGOBROADCOM INC	95,581	$16M	0.6%	+15,508	Timeline
VVVANGUARD INDEX FDS	62,122	$16M	0.6%	+2,940	Timeline
RSPINVESCO EXCHANGE TRADED FD T	86,883	$15.1M	0.57%	-230	Timeline
VTVVANGUARD INDEX FDS	84,382	$14.6M	0.55%	+13,530	Timeline
ABBVABBVIE INC	69,458	$14.6M	0.55%	-811	Timeline
SCHWCHARLES SCHWAB CORP (THE)	180,913	$14.2M	0.53%	+171,615	Timeline
HONHONEYWELL INTL INC	66,728	$14.1M	0.53%	+21,061	Timeline
QEFASPDR INDEX SHS FDS	178,529	$14.1M	0.53%	-25,374	Timeline
IGFISHARES TR	256,191	$14M	0.53%	+184,175	Timeline
UNPUNION PAC CORP	57,801	$13.7M	0.52%	+16,905	Timeline
SPYVSPDR SERIES TRUST	258,652	$13.2M	0.5%	-11,314	Timeline
FISVFISERV INC	59,738	$13.2M	0.5%	+10,340	Timeline
XOMEXXON MOBIL CORP	108,067	$12.9M	0.49%	-4,073	Timeline
XLKSELECT SECTOR SPDR TR	61,936	$12.8M	0.48%	+8,830	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	93,971	$12.3M	0.47%	+35,892	Timeline
VUGVANGUARD INDEX FDS	32,801	$12.2M	0.46%	+7,896	Timeline
AMGNAMGEN INC	37,026	$11.5M	0.44%	-3,410	Timeline
MRKMERCK & CO INC	125,365	$11.3M	0.42%	+106,247	Timeline
SHMSPDR SERIES TRUST	231,742	$11M	0.42%	+2,481	Timeline
IVWISHARES TR	117,599	$10.9M	0.41%	+4,876	Timeline
PEPPEPSICO INC	70,846	$10.6M	0.4%	+26,812	Timeline
AXPAMERICAN EXPRESS CO	39,379	$10.6M	0.4%	+3,072	Timeline
MAMASTERCARD INCORPORATED	19,093	$10.5M	0.4%	+9,460	Timeline
JNJJOHNSON & JOHNSON	62,134	$10.3M	0.39%	+3,821	Timeline
VTIVANGUARD INDEX FDS	37,326	$10.3M	0.39%	+15,129	Timeline
CATCATERPILLAR INC	30,918	$10.2M	0.38%	+5,523	Timeline
IJHISHARES TR	167,962	$9.8M	0.37%	+19,944	Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	79,859	$9.66M	0.36%	+23,369	Timeline
SDYSPDR SERIES TRUST	67,119	$9.11M	0.34%	-4,432	Timeline
MCDMCDONALDS CORP	29,134	$9.1M	0.34%	-34	Timeline
UNHUNITEDHEALTH GROUP INC	16,565	$8.68M	0.33%	+5,712	Timeline
ABTABBOTT LABORATORIES	64,772	$8.59M	0.32%	+50,529	Timeline
MRSHMARSH & MCLENNAN COS INC	34,852	$8.51M	0.32%	+1,648	Timeline
RTXRTX CORPORATION	62,892	$8.33M	0.31%	-2,258	Timeline
CVXCHEVRON CORPORATION	49,676	$8.31M	0.31%	-7,681	Timeline
TMUST-MOBILE US INC	31,144	$8.31M	0.31%	-1,653	Timeline
MLNVANECK ETF TRUST	472,312	$8.21M	0.31%	-3,182	Timeline
DLNWISDOMTREE TR	102,701	$8.15M	0.31%	-5,327	Timeline
HDHOME DEPOT INC	21,946	$8.04M	0.3%	-9,059	Timeline
ADPAUTOMATIC DATA PROCESSING IN	25,961	$7.93M	0.3%	+56	Timeline
BMYBRISTOL-MYERS SQUIBB CO	126,845	$7.74M	0.29%	-8,445	Timeline
GILDGILEAD SCIENCES INC	68,647	$7.69M	0.29%	+4,360	Timeline
CSCOCISCO SYS INC	123,637	$7.63M	0.29%	-13,973	Timeline
DONWISDOMTREE TR	153,470	$7.6M	0.29%	-1,022	Timeline
SCHFSCHWAB STRATEGIC TR	384,099	$7.6M	0.29%	-1,609	Timeline
MOALTRIA GROUP INC	121,928	$7.32M	0.28%	-3,560	Timeline
AGGISHARES TR	73,179	$7.24M	0.27%	+50,449	Timeline
HCAHCA HEALTHCARE INC	20,726	$7.16M	0.27%	+5,019	Timeline
TJXTJX COS INC NEW	58,517	$7.13M	0.27%	+1,046	Timeline
IDVISHARES TR	226,881	$7.04M	0.27%	-48,873	Timeline
COSTCOSTCO WHOLESALE CORPORATION	7,213	$6.82M	0.26%	-413	Timeline
CITHE CIGNA GROUP	20,577	$6.77M	0.26%	-12,112	Timeline
GEGE AEROSPACE	33,821	$6.77M	0.26%	+25,727	Timeline
VBRVANGUARD INDEX FDS	35,917	$6.69M	0.25%	+8,392	Timeline
XLCSELECT SECTOR SPDR TR	69,106	$6.67M	0.25%	+13,253	Timeline
LMTLOCKHEED MARTIN CORP	14,851	$6.63M	0.25%	-3,734	Timeline
WMTWALMART INC	74,651	$6.55M	0.25%	-8,465	Timeline
VOTVANGUARD INDEX FDS	26,654	$6.52M	0.25%	+2,161	Timeline
VOEVANGUARD INDEX FDS	40,294	$6.47M	0.24%	+4,751	Timeline
VBKVANGUARD INDEX FDS	25,463	$6.41M	0.24%	+5,761	Timeline
COPCONOCOPHILLIPS	58,845	$6.18M	0.23%	-5,147	Timeline
EOGEOG RES INC	47,694	$6.12M	0.23%	+35,130	Timeline
JPMJPMORGAN CHASE & CO	24,610	$6.04M	0.23%	+1,073	Timeline
FXLFIRST TR EXCHANGE-TRADED FD	45,023	$5.95M	0.22%	new	Timeline
METMETLIFE INC	73,059	$5.87M	0.22%	+5,054	Timeline
CMCSACOMCAST CORP NEW	158,719	$5.86M	0.22%	+6,379	Timeline
INTUINTUIT	9,465	$5.81M	0.22%	+7,687	Timeline
IJRISHARES TR	55,410	$5.79M	0.22%	+4,007	Timeline
SPGIS&P GLOBAL INC	11,192	$5.69M	0.21%	+9,385	Timeline
SPEMSPDR INDEX SHS FDS	144,395	$5.68M	0.21%	+23,739	Timeline
GWXSPDR INDEX SHS FDS	177,420	$5.67M	0.21%	0	Timeline
GOOGALPHABET INC	36,201	$5.66M	0.21%	+1,917	Timeline
DEDEERE & CO	12,016	$5.64M	0.21%	+10,290	Timeline
GIISPDR INDEX SHS FDS	90,322	$5.6M	0.21%	+37,859	Timeline
OKEONEOK INC NEW	56,271	$5.58M	0.21%	+428	Timeline
CLCOLGATE PALMOLIVE CO	59,286	$5.55M	0.21%	+54,747	Timeline
DFASDIMENSIONAL ETF TRUST	89,891	$5.37M	0.2%	+4,152	Timeline
IYFISHARES TR	47,085	$5.31M	0.2%	+23,890	Timeline
ACNACCENTURE PLC IRELAND	16,995	$5.3M	0.2%	-4,126	Timeline
QCOMQUALCOMM INC	34,421	$5.29M	0.2%	-838	Timeline
LOWLOWES COS INC	22,348	$5.21M	0.2%	+398	Timeline
ADBEADOBE INC	13,510	$5.18M	0.2%	+10,914	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	80,545	$5.07M	0.19%	-187,382	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	10,156	$5.05M	0.19%	+196	Timeline
BLOKAMPLIFY ETF TR	131,196	$4.84M	0.18%	-249,476	Timeline
COFCAPITAL ONE FINL CORP	26,952	$4.83M	0.18%	-4,583	Timeline
SCHESCHWAB STRATEGIC TR	174,090	$4.8M	0.18%	0	Timeline
HYMBSPDR SERIES TRUST	189,223	$4.77M	0.18%	-60	Timeline
UPSUNITED PARCEL SVCS INC	43,013	$4.73M	0.18%	-1,154	Timeline
AMPAMERIPRISE FINL INC	9,514	$4.61M	0.17%	+8,840	Timeline
PYPLPAYPAL HLDGS INC	69,784	$4.55M	0.17%	+61,797	Timeline
FTECFIDELITY COVINGTON TRUST	27,248	$4.39M	0.17%	+6,189	Timeline
MCKMCKESSON CORP	6,435	$4.33M	0.16%	-6,479	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	34,768	$4.32M	0.16%	new	Timeline
NKENIKE INC	67,432	$4.28M	0.16%	-3,724	Timeline
VOYAVOYA FINANCIAL INC	63,141	$4.28M	0.16%	new	Timeline
CORCENCORA INC	15,016	$4.18M	0.16%	+5,674	Timeline
WMWASTE MGMT INC DEL	17,400	$4.03M	0.15%	+206	Timeline
SCHBSCHWAB STRATEGIC TR	180,537	$3.89M	0.15%	+136,189	Timeline
AONAON PLC	9,545	$3.81M	0.14%	-451	Timeline
XLFSELECT SECTOR SPDR TR	76,375	$3.8M	0.14%	+43,501	Timeline
GDGENERAL DYNAMICS CORP	13,868	$3.78M	0.14%	+3,091	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	108,147	$3.62M	0.14%	+4,668	Timeline
MDLZMONDELEZ INTL INC	51,605	$3.5M	0.13%	-33,487	Timeline
USMVISHARES TR	36,757	$3.44M	0.13%	-1,840	Timeline
EEFTEURONET WORLDWIDE INC	31,876	$3.41M	0.13%	-12,188	Timeline
CUBECUBESMART	76,402	$3.26M	0.12%	new	Timeline
INGRINGREDION INC	23,504	$3.18M	0.12%	+23,311	Timeline
KRESPDR SERIES TRUST	55,101	$3.13M	0.12%	-64,034	Timeline
SIRISIRIUSXM HOLDINGS INC	138,649	$3.13M	0.12%	+138,601	Timeline
SMMDISHARES TR	49,208	$3.08M	0.12%	+15,754	Timeline
XLBSELECT SECTOR SPDR TR	35,423	$3.05M	0.11%	+7,254	Timeline
XLUSELECT SECTOR SPDR TR	38,458	$3.03M	0.11%	+6,603	Timeline
DFAIDIMENSIONAL ETF TRUST	96,643	$3.02M	0.11%	-98,858	Timeline
KOCOCA COLA CO	40,493	$2.9M	0.11%	-84,821	Timeline
VYMVANGUARD WHITEHALL FDS	22,477	$2.9M	0.11%	-9,873	Timeline
REYNREYNOLDS CONSUMER PRODS INC	119,406	$2.85M	0.11%	new	Timeline
KRKROGER CO	41,599	$2.82M	0.11%	-5,897	Timeline
XLISELECT SECTOR SPDR TR	21,293	$2.79M	0.11%	+15,927	Timeline
XLVSELECT SECTOR SPDR TR	18,747	$2.74M	0.1%	-3,775	Timeline
FCNFTI CONSULTING INC	16,660	$2.73M	0.1%	new	Timeline
TAT&T INC	96,478	$2.73M	0.1%	-236,486	Timeline
TFISPDR SERIES TRUST	60,145	$2.71M	0.1%	+55,839	Timeline
YELPYELP INC	72,614	$2.69M	0.1%	new	Timeline
CACICACI INTL INC	7,301	$2.68M	0.1%	new	Timeline
KWRQUAKER HOUGHTON	20,996	$2.6M	0.1%	new	Timeline
ENVAENOVA INTL INC	26,857	$2.59M	0.1%	-12,467	Timeline
NULVNUSHARES ETF TR	63,845	$2.58M	0.1%	-605	Timeline
HRMYHARMONY BIOSCIENCES HLDGS IN	77,867	$2.58M	0.1%	new	Timeline
IYJISHARES TR	19,784	$2.58M	0.1%	+1,252	Timeline
GIIIG III APPAREL GROUP LTD	94,021	$2.57M	0.1%	new	Timeline
FXRFIRST TR EXCHANGE-TRADED FD	36,811	$2.56M	0.1%	new	Timeline
TBILRBB FD INC	51,095	$2.56M	0.1%	new	Timeline
BROBROWN & BROWN INC	20,282	$2.52M	0.1%	+630	Timeline
CRICARTERS INC	61,646	$2.52M	0.1%	new	Timeline
XLPSELECT SECTOR SPDR TR	30,634	$2.5M	0.09%	+2,802	Timeline
APOGAPOGEE ENTERPRISES INC	53,926	$2.5M	0.09%	new	Timeline
LITGLOBAL X FDS	64,159	$2.49M	0.09%	-65,717	Timeline
DXCDXC TECHNOLOGY CO	144,426	$2.46M	0.09%	+144,374	Timeline
ICLNISHARES TR	211,077	$2.41M	0.09%	-220,932	Timeline
XLRESELECT SECTOR SPDR TR	56,942	$2.38M	0.09%	+10,065	Timeline
AMPHAMPHASTAR PHARMACEUTICALS IN	82,147	$2.38M	0.09%	new	Timeline
NFLXNETFLIX INC.	2,552	$2.38M	0.09%	-44	Timeline
VHTVANGUARD WORLD FD	8,952	$2.37M	0.09%	+1,856	Timeline
BFHBREAD FINANCIAL HOLDINGS INC	47,296	$2.37M	0.09%	+46,979	Timeline
FDISFIDELITY COVINGTON TRUST	27,552	$2.33M	0.09%	+7,651	Timeline
LRCXLAM RESEARCH CORP	31,181	$2.27M	0.09%	+2,450	Timeline
TDWTIDEWATER INC NEW	53,462	$2.26M	0.09%	new	Timeline
BKNGBOOKING HOLDINGS INC	490	$2.25M	0.09%	-1	Timeline
ORCLORACLE CORP	16,114	$2.25M	0.09%	+737	Timeline
NUENUCOR CORP	18,334	$2.21M	0.08%	+5,358	Timeline
SPMDSPDR SERIES TRUST	42,703	$2.19M	0.08%	new	Timeline
GSGOLDMAN SACHS GROUP INC	3,985	$2.18M	0.08%	-598	Timeline
CVSCVS HEALTH CORP	31,162	$2.11M	0.08%	-69,625	Timeline
VDEVANGUARD WORLD FD	16,234	$2.11M	0.08%	-10,845	Timeline
SYYSYSCO CORP	27,101	$2.03M	0.08%	+12,217	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	18,740	$1.94M	0.07%	new	Timeline
VTVANGUARD INTL EQUITY INDEX F	16,654	$1.93M	0.07%	+1	Timeline
DRIVGLOBAL X FDS	91,241	$1.93M	0.07%	-153,044	Timeline
MR COOPER GROUP INCMR COOPER GROUP INC	16,091	$1.92M	0.07%	-120
JPSTJ P MORGAN EXCHANGE TRADED F	37,119	$1.88M	0.07%	new	Timeline
EAGGISHARES TR	39,287	$1.86M	0.07%	+21,256	Timeline
VOOVANGUARD INDEX FDS	3,621	$1.86M	0.07%	+1,810	Timeline
XLYSELECT SECTOR SPDR TR	9,197	$1.82M	0.07%	+956	Timeline
EMREMERSON ELEC CO	16,498	$1.81M	0.07%	+7	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,156	$1.78M	0.07%	+31	Timeline
EFAISHARES TR	21,678	$1.77M	0.07%	+621	Timeline
FXDFIRST TR EXCHANGE-TRADED FD	30,349	$1.76M	0.07%	new	Timeline
PHPARKER-HANNIFIN CORP	2,830	$1.72M	0.06%	+464	Timeline
IATISHARES TR	36,530	$1.7M	0.06%	-17,352	Timeline
DRIDARDEN RESTAURANTS INC	8,122	$1.69M	0.06%	+355	Timeline
QQQINVESCO QQQ TR	3,460	$1.62M	0.06%	-37	Timeline
IDRVISHARES TR	55,347	$1.62M	0.06%	-114,129	Timeline
AMDADVANCED MICRO DEVICES INC	15,680	$1.61M	0.06%	+995	Timeline
DGXQUEST DIAGNOSTICS INC	9,499	$1.61M	0.06%	+366	Timeline
MPCMARATHON PETE CORP	10,946	$1.59M	0.06%	-32,634	Timeline
STLDSTEEL DYNAMICS INC	12,659	$1.58M	0.06%	+346	Timeline
DSIISHARES TR	15,364	$1.57M	0.06%	+2,687	Timeline
NULGNUSHARES ETF TR	20,082	$1.57M	0.06%	+3,766	Timeline
RSRELIANCE INC	5,417	$1.56M	0.06%	+704	Timeline
CRMSALESFORCE INC	5,785	$1.55M	0.06%	-73	Timeline
NXSTNEXSTAR MEDIA GROUP INC	8,505	$1.52M	0.06%	+6,926	Timeline
PGRPROGRESSIVE CORP	5,362	$1.52M	0.06%	+302	Timeline
PFGCPERFORMANCE FOOD GROUP CO	19,137	$1.5M	0.06%	-445	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	52,437	$1.5M	0.06%	-225,755	Timeline
JCIJOHNSON CONTROLS INTERNATION	18,672	$1.5M	0.06%	-4,965	Timeline
SYKSTRYKER CORPORATION	4,015	$1.5M	0.06%	-95	Timeline
HIIHUNTINGTON INGALLS INDS INC	7,291	$1.49M	0.06%	new	Timeline
LENLENNAR CORP	12,914	$1.48M	0.06%	+2,156	Timeline
IWMISHARES TR	7,420	$1.48M	0.06%	-40	Timeline
KLACKLA CORP	2,154	$1.47M	0.06%	-290	Timeline
MDYVSPDR SERIES TRUST	18,859	$1.45M	0.05%	+4,328	Timeline
VPUVANGUARD WORLD FD	8,469	$1.45M	0.05%	-1,957	Timeline
WFCWELLS FARGO & CO	20,144	$1.45M	0.05%	-289	Timeline
SLVMSYLVAMO CORP	21,133	$1.42M	0.05%	+1,748	Timeline
ATOATMOS ENERGY CORP	9,144	$1.41M	0.05%	-2,250	Timeline
PMPHILIP MORRIS INTL INC	8,893	$1.41M	0.05%	+373	Timeline
IJKISHARES TR	16,663	$1.39M	0.05%	+4,550	Timeline
DEMWISDOMTREE TR	32,806	$1.38M	0.05%	-2,117	Timeline
GENGEN DIGITAL INC	50,686	$1.34M	0.05%	+1,989	Timeline
ROPROPER TECHNOLOGIES INC	2,265	$1.34M	0.05%	+282	Timeline
LINLINDE PLC	2,853	$1.33M	0.05%	+150	Timeline
BACBANK OF AMER CORP	31,711	$1.32M	0.05%	-1,457	Timeline
BBYBEST BUY INC	17,693	$1.3M	0.05%	-2,831	Timeline
SHWSHERWIN WILLIAMS CO	3,719	$1.3M	0.05%	-8	Timeline
CBOECBOE GLOBAL MKTS INC	5,664	$1.28M	0.05%	+757	Timeline
FNFFIDELITY NATL FINL INC	19,678	$1.28M	0.05%	-4,849	Timeline
REZISHARES TR	14,810	$1.28M	0.05%	+1,630	Timeline
SNXTD SYNNEX CORPORATION	11,977	$1.25M	0.05%	+118	Timeline
GLDMWORLD GOLD TR	19,744	$1.22M	0.05%	new	Timeline
EFXEQUIFAX INC	4,962	$1.21M	0.05%	+178	Timeline
RBARB GLOBAL INC	11,781	$1.18M	0.04%	-5,351	Timeline
VEAVANGUARD TAX-MANAGED FDS	23,104	$1.17M	0.04%	-18,663	Timeline
NVSNOVARTIS AG	10,365	$1.16M	0.04%	-174	Timeline
VEUVANGUARD INTL EQUITY INDEX F	18,856	$1.14M	0.04%	-10,334	Timeline
DGDOLLAR GEN CORP	12,976	$1.14M	0.04%	new	Timeline
VZVERIZON COMMUNICATIONS INC	24,860	$1.13M	0.04%	-14,902	Timeline
RSPFINVESCO EXCHANGE TRADED FD T	15,391	$1.12M	0.04%	new	Timeline
UBERUBER TECHNOLOGIES INC	15,279	$1.11M	0.04%	+5,535	Timeline
LVHDLEGG MASON ETF INVT	26,631	$1.09M	0.04%	0	Timeline
VMCVULCAN MATLS CO	4,484	$1.05M	0.04%	+504	Timeline
ALLALLSTATE CORP	4,991	$1.03M	0.04%	-25,838	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,935	$1.03M	0.04%	-74	Timeline
DOVDOVER CORP	5,814	$1.02M	0.04%	-129	Timeline
FXOFIRST TR EXCHANGE-TRADED FD	19,263	$1.02M	0.04%	new	Timeline
ADIANALOG DEVICES INC	5,053	$1.02M	0.04%	+191	Timeline
CBCHUBB LIMITED	3,367	$1.02M	0.04%	+488	Timeline
IYWISHARES TR	7,218	$1.01M	0.04%	-1,261	Timeline
SPGMSPDR INDEX SHS FDS	16,144	$1.01M	0.04%	-2,231	Timeline
GWWWW GRAINGER INC	1,014	$1M	0.04%	-25	Timeline
SCISERVICE CORP INTL	12,494	$1M	0.04%	+1,466	Timeline
FCOMFIDELITY COVINGTON TRUST	17,662	$994K	0.04%	-9,946	Timeline
XBISPDR SERIES TRUST	12,196	$989K	0.04%	0	Timeline
FXGFIRST TR EXCHANGE-TRADED FD	15,134	$989K	0.04%	+15,013	Timeline
CCITIGROUP INC	13,680	$971K	0.04%	-180	Timeline
JJACOBS SOLUTIONS INC	7,861	$950K	0.04%	+799	Timeline
ISRGINTUITIVE SURGICAL INC	1,873	$928K	0.04%	+48	Timeline
SUBISHARES TR	8,788	$928K	0.04%	new	Timeline
KMBKIMBERLY-CLARK CORP	6,496	$924K	0.03%	+501	Timeline
SPYDSPDR SERIES TRUST	20,763	$919K	0.03%	+19,691	Timeline
AZOAUTOZONE INC	241	$919K	0.03%	+37	Timeline
NOWSERVICENOW INC	1,149	$915K	0.03%	+63	Timeline
DISDISNEY WALT CO	9,220	$910K	0.03%	-52	Timeline
SNPSSYNOPSYS INC	2,088	$895K	0.03%	-396	Timeline
NEENEXTERA ENERGY INC	12,611	$894K	0.03%	+2,499	Timeline
MSMORGAN STANLEY	7,561	$882K	0.03%	-43	Timeline
BSXBOSTON SCIENTIFIC CORP	8,695	$877K	0.03%	-1,550	Timeline
BYDBOYD GAMING CORP	13,294	$875K	0.03%	-250	Timeline
VOXVANGUARD WORLD FD	5,883	$873K	0.03%	-263	Timeline
VMIVALMONT INDS INC	3,054	$872K	0.03%	-12	Timeline
WHWYNDHAM HOTELS & RESORTS INC	9,639	$872K	0.03%	-665	Timeline
VRTXVERTEX PHARMACEUTICALS INC	1,787	$866K	0.03%	+148	Timeline
USBUS BANCORP	20,514	$866K	0.03%	-3,899	Timeline
IEMGISHARES INC	16,012	$864K	0.03%	-181	Timeline
FDXFEDEX CORP	3,522	$859K	0.03%	+800	Timeline
RVTYREVVITY INC	8,069	$854K	0.03%	+47	Timeline
AMATAPPLIED MATLS INC	5,858	$850K	0.03%	-25,546	Timeline
SUSBISHARES TR	33,816	$845K	0.03%	+13,383	Timeline
DOXAMDOCS LTD	9,229	$844K	0.03%	new	Timeline
RSPGINVESCO EXCHANGE TRADED FD T	10,142	$830K	0.03%	new	Timeline
URTHISHARES INC	5,365	$822K	0.03%	-887	Timeline
XPHSPDR SERIES TRUST	18,641	$816K	0.03%	+8,458	Timeline
BABOEING CO	4,777	$815K	0.03%	-902	Timeline
DIVIFRANKLIN TEMPLETON ETF TR	24,775	$807K	0.03%	new	Timeline
DUKDUKE ENERGY CORP NEW	6,587	$803K	0.03%	+673	Timeline
SEMSELECT MED HLDGS CORP	47,828	$799K	0.03%	+9,924	Timeline
FRIFIRST TR EXCHANGE-TRADED FD	28,964	$797K	0.03%	new	Timeline
VWOVANGUARD INTL EQUITY INDEX F	17,513	$793K	0.03%	-533	Timeline
PFEPFIZER INC	31,235	$791K	0.03%	-19,155	Timeline
SBUXSTARBUCKS CORP	7,867	$772K	0.03%	+138	Timeline
CMECME GROUP INC	2,876	$763K	0.03%	+265	Timeline
SOSOUTHERN CO	8,109	$746K	0.03%	+634	Timeline
CPRTCOPART INC	13,082	$740K	0.03%	-142	Timeline
TXNTEXAS INSTRS INC	4,094	$736K	0.03%	+493	Timeline
PBWINVESCO EXCHANGE TRADED FD T	46,612	$734K	0.03%	new	Timeline
GBCIGLACIER BANCORP INC NEW	16,325	$722K	0.03%	0	Timeline
BNYBANK OF NY MELLON CORP	8,596	$721K	0.03%	+8	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	4,166	$719K	0.03%	+392	Timeline
BILSPDR SERIES TRUST	7,809	$716K	0.03%	-7,146	Timeline
GLWCORNING INC	15,615	$715K	0.03%	-6,245	Timeline
FICOFAIR ISAAC CORP	380	$701K	0.03%	new	Timeline
FTNTFORTINET INC	7,266	$699K	0.03%	-99	Timeline
MDTMEDTRONIC PLC	7,702	$692K	0.03%	+568	Timeline
EWJISHARES INC	10,068	$690K	0.03%	-73,827	Timeline
ZTSZOETIS INC	4,185	$689K	0.03%	-3,117	Timeline
ETNEATON CORP PLC	2,529	$688K	0.03%	-38	Timeline
MUMICRON TECHNOLOGY INC	7,854	$682K	0.03%	+1,027	Timeline
DHRDANAHER CORP DEL	3,304	$677K	0.03%	+334	Timeline
AEPAMERICAN ELEC PWR CO INC	5,988	$654K	0.02%	+2,427	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,486	$646K	0.02%	+622	Timeline
STTSTATE STR CORP	7,220	$646K	0.02%	-509	Timeline
VDCVANGUARD WORLD FD	2,929	$641K	0.02%	-4,933	Timeline
NUDMNUSHARES ETF TR	19,990	$637K	0.02%	-15,672	Timeline
XLESELECT SECTOR SPDR TR	6,731	$629K	0.02%	-171	Timeline
CARRCARRIER GLOBAL CORPORATION	9,875	$626K	0.02%	-3,737	Timeline
AJGGALLAGHER ARTHUR J & CO	1,769	$611K	0.02%	+154	Timeline
ANETARISTA NETWORKS INC	7,593	$588K	0.02%	-344	Timeline
ITWILLINOIS TOOL WKS INC	2,303	$571K	0.02%	+138	Timeline
MSIMOTOROLA SOLUTIONS INC	1,304	$571K	0.02%	+110	Timeline
RSGREPUBLIC SVCS INC	2,346	$568K	0.02%	+228	Timeline
IAUISHARES GOLD TR	9,548	$563K	0.02%	-3,584	Timeline
CMICUMMINS INC	1,788	$560K	0.02%	-14	Timeline
GLDSPDR GOLD TR	1,925	$555K	0.02%	+635	Timeline
AIGAMERICAN INTL GROUP INC	6,376	$554K	0.02%	+1,049	Timeline
GEVGE VERNOVA INC	1,807	$552K	0.02%	-51	Timeline
DHID R HORTON INC	4,296	$546K	0.02%	+115	Timeline
MMM3M CO	3,665	$538K	0.02%	+44	Timeline
WMBWILLIAMS COS INC	9,003	$538K	0.02%	+506	Timeline
HIGHARTFORD INSURANCE GROUP INC	4,309	$533K	0.02%	-1,405	Timeline
BITOPROSHARES TR	28,422	$521K	0.02%	+8,678	Timeline
NXPINXP SEMICONDUCTORS N V	2,727	$518K	0.02%	-749	Timeline
SAPSAP SE	1,923	$516K	0.02%	0	Timeline
EWGISHARES INC	13,882	$515K	0.02%	-104,259	Timeline
APHAMPHENOL CORP	7,834	$514K	0.02%	-181	Timeline
WELLWELLTOWER INC	3,334	$511K	0.02%	+405	Timeline
PCARPACCAR INC	5,241	$510K	0.02%	-6,588	Timeline
NOCNORTHROP GRUMMAN CORP	987	$505K	0.02%	+198	Timeline
AMTAMERICAN TOWER CORP	2,315	$504K	0.02%	+639	Timeline
FANGDIAMONDBACK ENERGY INC	3,139	$502K	0.02%	new	Timeline
MCOMOODYS CORP	1,076	$501K	0.02%	-37	Timeline
ECLECOLAB INC	1,974	$501K	0.02%	+178	Timeline
KKELLANOVA	6,063	$500K	0.02%	+557	Timeline
FLGBFRANKLIN TEMPLETON ETF TR	17,294	$496K	0.02%	-134,727	Timeline
RCLROYAL CARIBBEAN GROUP	2,389	$491K	0.02%	+12	Timeline
AFLAFLAC INC	4,416	$491K	0.02%	+463	Timeline
ITOTISHARES TR	4,019	$490K	0.02%	new	Timeline
PAYXPAYCHEX INC	3,172	$489K	0.02%	+327	Timeline
KMIKINDER MORGAN INC DEL	17,027	$486K	0.02%	+1,366	Timeline
VLOVALERO ENERGY CORP	3,669	$485K	0.02%	-4,959	Timeline
SLBSLB LIMITED	11,580	$484K	0.02%	+1,210	Timeline
EWLISHARES INC	9,354	$484K	0.02%	-75,129	Timeline
JUNIPER NETWORKS INCJUNIPER NETWORKS INC	13,379	$484K	0.02%	+1,691
XELXCEL ENERGY INC	6,826	$483K	0.02%	+822	Timeline
TTTRANE TECHNOLOGIES PLC	1,427	$481K	0.02%	+97	Timeline
VCRVANGUARD WORLD FD	1,473	$479K	0.02%	-56	Timeline
IHFISHARES TR	9,080	$479K	0.02%	+8,480	Timeline
DVNDEVON ENERGY CORP NEW	12,692	$475K	0.02%	+7,018	Timeline
FFORD MTR CO	47,232	$474K	0.02%	+20,789	Timeline
TRVTRAVELERS COMPANIES INC	1,792	$474K	0.02%	-20,505	Timeline
TPRTAPESTRY INC	6,717	$473K	0.02%	-74	Timeline
HSYHERSHEY CO	2,758	$472K	0.02%	new	Timeline
GMGENERAL MTRS CO	10,033	$472K	0.02%	-101,498	Timeline
CRLCHARLES RIV LABS INTL INC	3,119	$469K	0.02%	-113	Timeline
KIESPDR SERIES TRUST	7,708	$467K	0.02%	+7,256	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,833	$466K	0.02%	+42	Timeline
YUMYUM BRANDS INC	2,942	$463K	0.02%	+413	Timeline
AORISHARES TR	8,037	$463K	0.02%	new	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,566	$462K	0.02%	+230	Timeline
TELTE CONNECTIVITY PLC	3,270	$462K	0.02%	-383	Timeline
HESS CORPHESS CORP	2,890	$462K	0.02%	+755
FISFIDELITY NATL INFORMATION SV	6,177	$461K	0.02%	+700	Timeline
VISVANGUARD WORLD FD	1,862	$461K	0.02%	-17,998	Timeline
BXBLACKSTONE INC	3,293	$460K	0.02%	-153	Timeline
CSXCSX CORP	15,618	$460K	0.02%	-3,367	Timeline
PNCPNC FINL SVCS GROUP INC	2,616	$460K	0.02%	+126	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	29,558	$456K	0.02%	-59,179	Timeline
OTISOTIS WORLDWIDE CORP	4,422	$456K	0.02%	+576	Timeline
PSXPHILLIPS 66	3,642	$450K	0.02%	+469	Timeline
BLKBLACKROCK INC	471	$446K	0.02%	+29	Timeline
GPCGENUINE PARTS CO	3,714	$442K	0.02%	+789	Timeline
NUSCNUSHARES ETF TR	11,490	$441K	0.02%	+565	Timeline
ITAISHARES TR	2,870	$439K	0.02%	+2,771	Timeline
CLXCLOROX CO DEL	2,964	$436K	0.02%	+136	Timeline
PSAPUBLIC STORAGE	1,454	$435K	0.02%	+188	Timeline
INTCINTEL CORP	19,045	$433K	0.02%	+11,405	Timeline
TLNTALEN ENERGY CORP	2,137	$427K	0.02%	0	Timeline
XTISHARES TR	7,302	$420K	0.02%	-2,103	Timeline
GRMNGARMIN LTD	1,929	$419K	0.02%	+105	Timeline
CTASCINTAS CORP	2,038	$419K	0.02%	+40	Timeline
CHTRCHARTER COMMUNICATIONS INC	1,130	$416K	0.02%	+122	Timeline
TRMBTRIMBLE INC	6,315	$415K	0.02%	-53	Timeline
HLTHILTON WORLDWIDE HLDGS INC	1,819	$414K	0.02%	-39	Timeline
FXZFIRST TR EXCHANGE-TRADED FD	7,428	$412K	0.02%	new	Timeline
BGBUNGE GLOBAL SA	5,372	$411K	0.02%	new	Timeline
GRABGRAB HOLDINGS LIMITED	89,995	$408K	0.02%	0	Timeline
GBILGOLDMAN SACHS ETF TR	4,052	$406K	0.02%	+287	Timeline
PRUPRUDENTIAL FINL INC	3,624	$405K	0.02%	-40,100	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	8,037	$404K	0.02%	+685	Timeline
FCXFREEPORT MCMORAN INC	10,658	$404K	0.02%	-3,153	Timeline
MARMARRIOTT INTL INC NEW	1,696	$404K	0.02%	-60	Timeline
MNSTMONSTER BEVERAGE CORP NEW	6,885	$403K	0.02%	+416	Timeline
ESGUISHARES TR	3,262	$398K	0.02%	new	Timeline
BIVVANGUARD BD INDEX FDS	5,183	$397K	0.01%	new	Timeline
HWMHOWMET AEROSPACE INC	3,003	$390K	0.01%	+254	Timeline
CEGCONSTELLATION ENERGY CORP	1,925	$388K	0.01%	-184	Timeline
CTVACORTEVA INC	6,123	$385K	0.01%	+1,560	Timeline
VRSKVERISK ANALYTICS INC	1,283	$382K	0.01%	+177	Timeline
EAELECTRONIC ARTS INC	2,632	$380K	0.01%	+210	Timeline
FASTFASTENAL CO	4,851	$376K	0.01%	+462	Timeline
LYVLIVE NATION ENTERTAINMENT IN	2,882	$376K	0.01%	-72	Timeline
BSVVANGUARD BD INDEX FDS	4,787	$375K	0.01%	new	Timeline
CAHCARDINAL HEALTH INC	2,722	$375K	0.01%	+466	Timeline
CCLCARNIVAL CORP	19,215	$375K	0.01%	+31	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	2,186	$373K	0.01%	+120
KDPKEURIG DR PEPPER INC	10,799	$370K	0.01%	+2,265	Timeline
LUVSOUTHWEST AIRLS CO	10,981	$369K	0.01%	new	Timeline
BKRBAKER HUGHES COMPANY	8,396	$369K	0.01%	+134	Timeline
SCHDSCHWAB STRATEGIC TR	13,143	$367K	0.01%	new	Timeline
LNGCHENIERE ENERGY INC	1,583	$366K	0.01%	new	Timeline
EBAYEBAY INC.	5,409	$366K	0.01%	+590	Timeline
OMCOMNICOM GROUP INC	4,394	$364K	0.01%	+281	Timeline
RTHVANECK ETF TRUST	1,599	$361K	0.01%	new	Timeline
ORLYOREILLY AUTOMOTIVE INC	251	$360K	0.01%	-10	Timeline
URIUNITED RENTALS INC	571	$358K	0.01%	+55	Timeline
AFGAMERICAN FINANCIAL GROUP INC	2,717	$357K	0.01%	new	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	1,474	$357K	0.01%	+3	Timeline
LKFNLAKELAND FINL CORP	6,000	$357K	0.01%	0	Timeline
DDDUPONT DE NEMOURS INC	4,760	$356K	0.01%	+501	Timeline
VRSNVERISIGN INC	1,399	$355K	0.01%	+226	Timeline
EWSISHARES INC	14,923	$355K	0.01%	-155,155	Timeline
ROSTROSS STORES INC	2,772	$354K	0.01%	+194	Timeline
AAGILENT TECHNOLOGIES INC	2,986	$349K	0.01%	-282	Timeline
VAWVANGUARD WORLD FD	1,840	$347K	0.01%	-1,139	Timeline
RMDRESMED INC	1,530	$342K	0.01%	+97	Timeline
OXYOCCIDENTAL PETE CORP	6,869	$339K	0.01%	+2,534	Timeline
AIQGLOBAL X FDS	9,300	$338K	0.01%	0	Timeline
BDXBECTON DICKINSON & CO	1,473	$337K	0.01%	+227	Timeline
MASMASCO CORP	4,842	$337K	0.01%	+349	Timeline
ARTYISHARES TR	10,675	$336K	0.01%	+2,759	Timeline
TFCTRUIST FINL CORP	8,174	$336K	0.01%	-132	Timeline
DDOMINION ENERGY INC	5,944	$333K	0.01%	+802	Timeline
NZFNUVEEN MUN CR INCOME FD	27,200	$333K	0.01%	new	Timeline
ITGARTNER INC	782	$328K	0.01%	-422	Timeline
ADSKAUTODESK INC	1,250	$327K	0.01%	-124	Timeline
NSCNORFOLK SOUTHN CORP	1,376	$326K	0.01%	-1,196	Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	1,563	$324K	0.01%	+236	Timeline
PLDPROLOGIS INC.	2,889	$323K	0.01%	+51	Timeline
SYFSYNCHRONY FINANCIAL	6,087	$322K	0.01%	+332	Timeline
KHCKRAFT HEINZ CO	10,583	$322K	0.01%	new	Timeline
NEMNEWMONT CORP	6,657	$321K	0.01%	+1,483	Timeline
EDCONSOLIDATED EDISON INC	2,844	$315K	0.01%	new	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	3,893	$314K	0.01%	+281	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	928	$314K	0.01%	+133	Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATI	1,111	$314K	0.01%	+81	Timeline
WRBBERKLEY W R CORP	4,391	$312K	0.01%	+850	Timeline
RJFRAYMOND JAMES FINL INC	2,216	$308K	0.01%	-107	Timeline
VEEVVEEVA SYS INC	1,331	$308K	0.01%	new	Timeline
HBANHUNTINGTON BANCSHARES INC	20,337	$305K	0.01%	+1,145	Timeline
SPDWSPDR INDEX SHS FDS	8,357	$304K	0.01%	-4,185	Timeline
ACGLARCH CAP GROUP LTD	3,163	$304K	0.01%	-48,558	Timeline
IUSVISHARES TR	3,283	$303K	0.01%	+53	Timeline
HRHEALTHCARE RLTY TR	17,776	$300K	0.01%	0	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	3,907	$299K	0.01%	-57	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	1,320	$297K	0.01%	new	Timeline
EQIXEQUINIX INC	362	$295K	0.01%	-10	Timeline
TDGTRANSDIGM GROUP INC	213	$295K	0.01%	+38	Timeline
RSPMINVESCO EXCHANGE TRADED FD T	9,291	$295K	0.01%	new	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	1,961	$294K	0.01%	-910	Timeline
WBDWARNER BROS DISCOVERY INC	27,324	$293K	0.01%	+1,465	Timeline
JNKSPDR SERIES TRUST	3,078	$293K	0.01%	-264	Timeline
DGROISHARES TR	4,671	$289K	0.01%	new	Timeline
HASHASBRO INC	4,698	$289K	0.01%	+807	Timeline
CNCCENTENE CORP DEL	4,764	$289K	0.01%	+807	Timeline
FITBFIFTH THIRD BANCORP	7,310	$287K	0.01%	+9	Timeline
TSNTYSON FOODS INC	4,461	$285K	0.01%	+806	Timeline
FLTWFRANKLIN TEMPLETON ETF TR	6,602	$285K	0.01%	new	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	2,510	$284K	0.01%	+174	Timeline
EWEDWARDS LIFESCIENCES CORP	3,898	$283K	0.01%	-70	Timeline
PANWPALO ALTO NETWORKS INC	1,650	$282K	0.01%	-38	Timeline
ERIEERIE INDTY CO	672	$282K	0.01%	new	Timeline
RLIRLI CORP	3,501	$281K	0.01%	new	Timeline
AMEAMETEK INC	1,628	$280K	0.01%	-14	Timeline

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
BRK-BBERKSHIRE HATHAWAY INC DEL	33,541	$15.2M	shares
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	shares
MEDPMEDPACE HLDGS INC	833	$277K	shares
RDNRADIAN GROUP INC	8,233	$261K	shares
ILMNILLUMINA INC	1,633	$218K	shares

How Q1 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).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001737089-25-000005	base		2025-04-15	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC