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DecisionMap Wealth Management, LLC

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13F filer, CIK 2001526, GREAT FALLS, VA

DecisionMap Wealth Management, LLC reported $145,809,639 across 123 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-30. Its ten largest share positions make up 36.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002001526-25-000008

Period
2025-06-30
Reported value
$146M
Holdings
123
Top 10 weight
36.19%
New
12
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ZTSnew+3,805$593K
FBTCadded+6,085$572K
LLYadded+666$519K
PGadded+3,019$481K
IVVadded+559$347K

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
PEPexited-3,681-$552K
WMTreduced-5,174-$506K
NKEexited-7,480-$475K
UNHexited-766-$401K
VNQexited-2,611-$236K

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 2025

Share positions as resolved from 13F-HR 0002001526-25-000008, largest first. % of portfolio is the value over $145,809,639, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,008 shares; 2025Q1: 16,156 shares; 2025Q2: 16,715 shares 16,715$10.4M7.12%+559Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,332 shares; 2025Q1: 80,095 shares; 2025Q2: 82,477 shares 82,477$7.86M5.39%+2,382Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,731 shares; 2025Q1: 64,761 shares; 2025Q2: 64,095 shares 64,095$5.35M3.67%-666Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,731 shares; 2025Q1: 96,468 shares; 2025Q2: 99,426 shares 99,426$5.2M3.57%+2,958Timeline
ABFLABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,994 shares; 2025Q1: 62,360 shares; 2025Q2: 65,020 shares 65,020$4.6M3.16%+2,660Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,726 shares; 2025Q1: 114,578 shares; 2025Q2: 116,282 shares 116,282$4.41M3.03%+1,704Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,650 shares; 2025Q1: 7,755 shares; 2025Q2: 7,891 shares 7,891$3.93M2.69%+136Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,768 shares; 2025Q1: 60,318 shares; 2025Q2: 62,887 shares 62,887$3.78M2.59%+2,569Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,068 shares; 2025Q1: 91,234 shares; 2025Q2: 87,301 shares 87,301$3.69M2.53%-3,933Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,551 shares; 2025Q1: 6,508 shares; 2025Q2: 6,274 shares 6,274$3.56M2.44%-234Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,144 shares; 2025Q1: 21,721 shares; 2025Q2: 22,090 shares 22,090$3.49M2.39%+369Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,355 shares; 2025Q1: 30,213 shares; 2025Q2: 36,298 shares 36,298$3.41M2.34%+6,085Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,922 shares; 2025Q1: 15,299 shares; 2025Q2: 14,652 shares 14,652$3.01M2.06%-647Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,938 shares; 2025Q1: 30,329 shares; 2025Q2: 29,897 shares 29,897$2.97M2.03%-432Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,496 shares; 2025Q1: 38,336 shares; 2025Q2: 38,466 shares 38,466$2.72M1.87%+130Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,272 shares; 2025Q1: 48,184 shares; 2025Q2: 48,363 shares 48,363$2.56M1.75%+179Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,215 shares; 2025Q1: 21,855 shares; 2025Q2: 23,260 shares 23,260$2.54M1.74%+1,405Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,930 shares; 2025Q1: 23,718 shares; 2025Q2: 24,520 shares 24,520$2.3M1.58%+802Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,480 shares; 2025Q1: 24,393 shares; 2025Q2: 24,150 shares 24,150$2.27M1.56%-243Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,053 shares; 2025Q1: 46,801 shares; 2025Q2: 46,213 shares 46,213$2.11M1.45%-588Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,375 shares; 2025Q1: 6,684 shares; 2025Q2: 6,316 shares 6,316$1.92M1.32%-368Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,876 shares; 2025Q1: 3,904 shares; 2025Q2: 3,852 shares 3,852$1.87M1.28%-52Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,326 shares; 2025Q1: 7,749 shares; 2025Q2: 7,349 shares 7,349$1.61M1.11%-400Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,116 shares; 2025Q1: 2,205 shares; 2025Q2: 2,015 shares 2,015$1.49M1.02%-190Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,455 shares; 2025Q1: 8,173 shares; 2025Q2: 8,517 shares 8,517$1.48M1.01%+344Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,441 shares; 2025Q1: 6,136 shares; 2025Q2: 9,155 shares 9,155$1.46M1%+3,019Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,520 shares; 2025Q1: 31,428 shares; 2025Q2: 28,936 shares 28,936$1.39M0.95%-2,492Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,538 shares; 2025Q1: 7,311 shares; 2025Q2: 7,827 shares 7,827$1.38M0.95%+516Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,264 shares; 2025Q1: 12,955 shares; 2025Q2: 13,148 shares 13,148$1.35M0.93%+193Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,034 shares; 2025Q2: 24,444 shares 24,444$1.28M0.88%+410Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,992 shares; 2025Q1: 13,192 shares; 2025Q2: 13,006 shares 13,006$1.27M0.87%-186Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,655 shares; 2025Q1: 3,574 shares; 2025Q2: 3,510 shares 3,510$1.25M0.85%-64Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,079 shares; 2025Q1: 22,115 shares; 2025Q2: 22,501 shares 22,501$1.19M0.81%+386Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,881 shares; 2025Q1: 1,873 shares; 2025Q2: 1,858 shares 1,858$1.15M0.79%-15Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,813 shares; 2025Q1: 2,817 shares; 2025Q2: 2,839 shares 2,839$1.15M0.79%+22Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,817 shares; 2025Q1: 18,817 shares; 2025Q2: 18,817 shares 18,817$1.06M0.73%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,992 shares; 2025Q1: 36,595 shares; 2025Q2: 36,130 shares 36,130$1.06M0.72%-465Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 562 shares; 2025Q1: 598 shares; 2025Q2: 1,264 shares 1,264$985K0.68%+666Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,117 shares; 2025Q1: 10,074 shares; 2025Q2: 10,960 shares 10,960$967K0.66%+886Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 3,376 shares; 2025Q2: 3,490 shares 3,490$962K0.66%+114Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,514 shares; 2025Q1: 2,509 shares; 2025Q2: 2,619 shares 2,619$960K0.66%+110Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,970 shares; 2025Q1: 10,030 shares; 2025Q2: 10,007 shares 10,007$951K0.65%-23Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,540 shares; 2025Q1: 5,005 shares; 2025Q2: 4,192 shares 4,192$916K0.63%-813Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,263 shares; 2025Q1: 8,406 shares; 2025Q2: 8,390 shares 8,390$877K0.6%-16Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,971 shares; 2025Q1: 2,957 shares; 2025Q2: 3,007 shares 3,007$872K0.6%+50Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,330 shares; 2025Q1: 5,818 shares; 2025Q2: 5,620 shares 5,620$858K0.59%-198Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,349 shares; 2025Q1: 34,048 shares; 2025Q2: 33,312 shares 33,312$825K0.57%-736Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,703 shares; 2025Q1: 55,754 shares; 2025Q2: 50,842 shares 50,842$816K0.56%-4,912Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,641 shares; 2025Q1: 10,074 shares; 2025Q2: 10,538 shares 10,538$815K0.56%+464Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,212 shares; 2025Q1: 34,127 shares; 2025Q2: 34,040 shares 34,040$811K0.56%-87Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,631 shares; 2025Q1: 2,947 shares; 2025Q2: 2,508 shares 2,508$797K0.55%-439Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,006 shares; 2025Q1: 11,741 shares; 2025Q2: 12,538 shares 12,538$767K0.53%+797Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,645 shares; 2025Q1: 4,434 shares; 2025Q2: 4,238 shares 4,238$749K0.51%-196Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,899 shares; 2025Q1: 6,225 shares; 2025Q2: 5,855 shares 5,855$726K0.5%-370Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,485 shares; 2025Q1: 1,696 shares; 2025Q2: 1,812 shares 1,812$701K0.48%+116Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,240 shares; 2025Q1: 2,174 shares; 2025Q2: 2,324 shares 2,324$695K0.48%+150Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,071 shares; 2025Q1: 5,242 shares; 2025Q2: 4,571 shares 4,571$667K0.46%-671Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,182 shares; 2025Q2: 2,266 shares 2,266$661K0.45%+84Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,767 shares; 2025Q1: 6,884 shares; 2025Q2: 7,174 shares 7,174$657K0.45%+290Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,320 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares 2,315$648K0.44%0Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,855 shares; 2025Q1: 20,399 shares; 2025Q2: 25,426 shares 25,426$640K0.44%+5,027
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,884 shares; 2025Q1: 3,589 shares; 2025Q2: 3,544 shares 3,544$629K0.43%-45Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,256 shares; 2025Q1: 5,280 shares; 2025Q2: 5,527 shares 5,527$608K0.42%+247Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,493 shares; 2025Q1: 28,296 shares; 2025Q2: 27,412 shares 27,412$606K0.42%-884Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,646 shares; 2025Q1: 18,542 shares; 2025Q2: 24,605 shares 24,605$597K0.41%+6,063Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 729 shares; 2025Q1: 746 shares; 2025Q2: 743 shares 743$595K0.41%-3Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares 3,805$593K0.41%newTimeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,705 shares; 2025Q1: 7,366 shares; 2025Q2: 8,418 shares 8,418$581K0.4%+1,052Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,241 shares; 2025Q2: 6,327 shares 6,327$575K0.39%+86Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,939 shares; 2025Q1: 16,724 shares; 2025Q2: 22,555 shares 22,555$573K0.39%+5,831Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,393 shares; 2025Q1: 17,307 shares; 2025Q2: 23,389 shares 23,389$568K0.39%+6,082Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,878 shares; 2025Q1: 17,235 shares; 2025Q2: 23,611 shares 23,611$551K0.38%+6,376Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,936 shares; 2025Q1: 9,681 shares; 2025Q2: 9,002 shares 9,002$551K0.38%-679
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,595 shares; 2025Q1: 18,336 shares; 2025Q2: 24,974 shares 24,974$549K0.38%+6,638Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,933 shares; 2025Q1: 6,107 shares; 2025Q2: 6,287 shares 6,287$548K0.38%+180Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 401 shares 401$537K0.37%+14Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,767 shares; 2025Q1: 4,843 shares; 2025Q2: 5,448 shares 5,448$523K0.36%+605Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,188 shares; 2025Q1: 22,217 shares; 2025Q2: 22,407 shares 22,407$515K0.35%+190Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,738 shares; 2025Q1: 4,279 shares; 2025Q2: 5,067 shares 5,067$511K0.35%+788Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,668 shares; 2025Q1: 16,634 shares; 2025Q2: 23,770 shares 23,770$500K0.34%+7,136Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,021 shares; 2025Q1: 963 shares; 2025Q2: 947 shares 947$439K0.3%-16Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,588 shares; 2025Q2: 8,481 shares 8,481$425K0.29%+893Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 742 shares; 2025Q1: 766 shares; 2025Q2: 754 shares 754$424K0.29%-12Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 421 shares; 2025Q2: 410 shares 410$406K0.28%-11Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,656 shares; 2025Q1: 13,244 shares; 2025Q2: 13,244 shares 13,244$366K0.25%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,737 shares; 2025Q1: 2,697 shares; 2025Q2: 2,698 shares 2,698$364K0.25%+1Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,179 shares; 2025Q1: 3,303 shares; 2025Q2: 2,648 shares 2,648$361K0.25%-655Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,176 shares; 2025Q1: 5,835 shares; 2025Q2: 7,110 shares 7,110$349K0.24%+1,275Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,517 shares; 2025Q1: 8,697 shares; 2025Q2: 3,523 shares 3,523$345K0.24%-5,174Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,918 shares; 2025Q1: 12,918 shares; 2025Q2: 15,639 shares 15,639$343K0.24%+2,721Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,194 shares; 2025Q1: 14,194 shares; 2025Q2: 17,228 shares 17,228$342K0.23%+3,034Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,181 shares; 2025Q1: 1,378 shares; 2025Q2: 1,150 shares 1,150$339K0.23%-228Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,503 shares; 2025Q1: 1,418 shares; 2025Q2: 1,345 shares 1,345$319K0.22%-73Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 809 shares; 2025Q1: 786 shares; 2025Q2: 795 shares 795$308K0.21%+9Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,742 shares 3,742$300K0.21%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,379 shares; 2025Q2: 1,300 shares 1,300$299K0.21%-79Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,776 shares; 2025Q2: 2,667 shares 2,667$288K0.2%-109Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 779 shares; 2025Q1: 744 shares; 2025Q2: 726 shares 726$287K0.2%-18Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 509 shares; 2025Q2: 598 shares 598$281K0.19%+89Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,405 shares; 2025Q1: 6,522 shares; 2025Q2: 6,165 shares 6,165$280K0.19%-357Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,699 shares; 2025Q1: 1,924 shares; 2025Q2: 1,948 shares 1,948$279K0.19%+24Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,566 shares; 2025Q1: 1,514 shares; 2025Q2: 1,422 shares 1,422$277K0.19%-92Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 338 shares 338$266K0.18%newTimeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,002 shares; 2025Q2: 11,672 shares 11,672$261K0.18%+2,670Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,563 shares 11,563$260K0.18%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,444 shares; 2025Q1: 4,359 shares; 2025Q2: 4,169 shares 4,169$259K0.18%-190Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 354 shares 354$251K0.17%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,875 shares; 2025Q1: 1,955 shares; 2025Q2: 1,995 shares 1,995$246K0.17%+40Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 757 shares 757$241K0.17%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 761 shares; 2025Q1: 789 shares; 2025Q2: 826 shares 826$241K0.17%+37Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,194 shares; 2025Q2: 5,160 shares 5,160$239K0.16%-34Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,909 shares; 2025Q1: 5,238 shares; 2025Q2: 4,701 shares 4,701$236K0.16%-537Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: 2,090 shares 2,090$234K0.16%+87Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547 shares; 2025Q1: 633 shares; 2025Q2: 533 shares 533$234K0.16%-100Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares 727$221K0.15%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 1,622 shares 1,622$221K0.15%-2Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 706 shares; 2025Q1: 691 shares; 2025Q2: 707 shares 707$218K0.15%+16Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,157 shares 4,157$216K0.15%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares 2,518$215K0.15%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,139 shares 1,139$211K0.14%-61Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares 199$204K0.14%newTimeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,890 shares 8,890$204K0.14%newTimeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,822 shares 9,822$201K0.14%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
PEPPEPSICO INC3,681$552Kshares
NKENIKE INC7,480$475Kshares
UNHUNITEDHEALTH GROUP INC766$401Kshares
VNQVANGUARD INDEX FDS2,611$236Kshares
SHMSPDR SERIES TRUST4,437$211Kshares
IWVISHARES TR651$207Kshares
BBAIBIGBEAR AI HLDGS INC18,000$51.5Kshares

How Q2 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 0002001526-25-000008 base2025-07-30acceptance time not in the bulk data set