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Farnam Financial LLC

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13F filer, CIK 2080267, PHOENIX, AZ

Farnam Financial LLC reported $137,140,869 across 53 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 56.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000606

Period
2026-06-30
Reported value
$137M
Holdings
53
Top 10 weight
56.39%
New
9
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+22,997$1.64M
VNQnew+14,295$1.38M
BSJRnew+34,252$765K
BSJSnew+34,724$755K
BSJQnew+32,308$742K

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
VTIreduced-6,405-$2.37M
INTCreduced-14,001-$1.95M
SCHXreduced-59,604-$1.75M
SGOVreduced-6,217-$626K
SCHBreduced-15,365-$445K

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 0001754960-26-000606, largest first. % of portfolio is the value over $137,140,869, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,142 shares; 2025Q1: 45,109 shares; 2025Q2: 82,175 shares; 2025Q3: 108,217 shares; 2025Q4: 125,909 shares; 2026Q1: 134,378 shares; 2026Q2: 157,375 shares 157,375$11.2M8.18%+22,997Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,245 shares; 2024Q4: 47,261 shares; 2025Q1: 47,736 shares; 2025Q2: 41,002 shares; 2025Q3: 40,771 shares; 2025Q4: 38,515 shares; 2026Q1: 36,240 shares; 2026Q2: 29,835 shares 29,835$11M8.05%-6,405Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,221 shares; 2024Q4: 156,695 shares; 2025Q1: 142,763 shares; 2025Q2: 139,023 shares; 2025Q3: 132,287 shares; 2025Q4: 137,728 shares; 2026Q1: 105,620 shares; 2026Q2: 99,403 shares 99,403$10M7.3%-6,217Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,275 shares; 2024Q4: 601,653 shares; 2025Q1: 611,696 shares; 2025Q2: 573,102 shares; 2025Q3: 520,427 shares; 2025Q4: 417,539 shares; 2026Q1: 364,892 shares; 2026Q2: 305,288 shares 305,288$8.98M6.55%-59,604Timeline
INTCINTEL 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: 70,027 shares; 2025Q4: 70,027 shares; 2026Q1: 65,427 shares; 2026Q2: 51,426 shares 51,426$7.18M5.24%-14,001Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,459 shares; 2024Q4: 137,708 shares; 2025Q1: 157,525 shares; 2025Q2: 189,438 shares; 2025Q3: 237,173 shares; 2025Q4: 279,818 shares; 2026Q1: 286,165 shares; 2026Q2: 310,140 shares 310,140$6.08M4.44%+23,975Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,473 shares; 2024Q4: 138,342 shares; 2025Q1: 162,251 shares; 2025Q2: 195,353 shares; 2025Q3: 235,128 shares; 2025Q4: 263,042 shares; 2026Q1: 289,886 shares; 2026Q2: 302,300 shares 302,300$5.9M4.3%+12,414Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 3,632 shares; 2025Q1: 3,999 shares; 2025Q2: 6,722 shares; 2025Q3: 8,432 shares; 2025Q4: 7,771 shares; 2026Q1: 8,218 shares; 2026Q2: 8,333 shares 8,333$5.72M4.17%+115Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,708 shares; 2024Q4: 124,053 shares; 2025Q1: 145,803 shares; 2025Q2: 175,931 shares; 2025Q3: 222,034 shares; 2025Q4: 256,323 shares; 2026Q1: 259,867 shares; 2026Q2: 279,904 shares 279,904$5.7M4.16%+20,037Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,830 shares; 2024Q4: 10,750 shares; 2025Q1: 11,465 shares; 2025Q2: 14,240 shares; 2025Q3: 27,378 shares; 2025Q4: 27,587 shares; 2026Q1: 19,103 shares; 2026Q2: 19,012 shares 19,012$5.5M4.01%-91Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,592 shares; 2024Q4: 127,456 shares; 2025Q1: 144,478 shares; 2025Q2: 189,347 shares; 2025Q3: 214,288 shares; 2025Q4: 254,999 shares; 2026Q1: 275,748 shares; 2026Q2: 295,926 shares 295,926$5.5M4.01%+20,178Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,821 shares; 2024Q4: 218,111 shares; 2025Q1: 219,385 shares; 2025Q2: 204,160 shares; 2025Q3: 194,708 shares; 2025Q4: 191,830 shares; 2026Q1: 187,528 shares; 2026Q2: 172,163 shares 172,163$4.99M3.64%-15,365Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,845 shares; 2024Q4: 21,498 shares; 2025Q1: 21,612 shares; 2025Q2: 21,932 shares; 2025Q3: 21,966 shares; 2025Q4: 48,289 shares; 2026Q1: 49,730 shares; 2026Q2: 51,429 shares 51,429$4.31M3.14%+1,699Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,447 shares; 2024Q4: 101,298 shares; 2025Q1: 117,772 shares; 2025Q2: 161,120 shares; 2025Q3: 186,590 shares; 2025Q4: 214,372 shares; 2026Q1: 228,922 shares; 2026Q2: 255,400 shares 255,400$4.25M3.1%+26,478Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 2,129 shares; 2025Q1: 3,353 shares; 2025Q2: 9,097 shares; 2025Q3: 11,319 shares; 2025Q4: 12,200 shares; 2026Q1: 12,256 shares; 2026Q2: 13,118 shares 13,118$3.98M2.9%+862Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,535 shares; 2024Q4: 89,685 shares; 2025Q1: 105,475 shares; 2025Q2: 135,393 shares; 2025Q3: 159,730 shares; 2025Q4: 179,275 shares; 2026Q1: 186,660 shares; 2026Q2: 194,069 shares 194,069$3.18M2.32%+7,409Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,164 shares; 2024Q4: 6,142 shares; 2025Q1: 6,242 shares; 2025Q2: 6,207 shares; 2025Q3: 6,002 shares; 2025Q4: 5,982 shares; 2026Q1: 5,941 shares; 2026Q2: 5,808 shares 5,808$2.91M2.12%-133Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,850 shares; 2024Q4: 62,811 shares; 2025Q1: 74,257 shares; 2025Q2: 95,853 shares; 2025Q3: 105,180 shares; 2025Q4: 115,881 shares; 2026Q1: 125,400 shares; 2026Q2: 129,178 shares 129,178$2.65M1.93%+3,778Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933 shares; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,941 shares; 2025Q3: 2,939 shares; 2025Q4: 11,899 shares; 2026Q1: 11,901 shares; 2026Q2: 12,355 shares 12,355$2.63M1.92%+454Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,450 shares; 2024Q4: 52,357 shares; 2025Q1: 56,192 shares; 2025Q2: 68,890 shares; 2025Q3: 77,727 shares; 2025Q4: 81,518 shares; 2026Q1: 92,984 shares; 2026Q2: 93,406 shares 93,406$1.97M1.43%+422Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,163 shares; 2024Q4: 12,030 shares; 2025Q1: 11,117 shares; 2025Q2: 17,344 shares; 2025Q3: 17,058 shares; 2025Q4: 16,721 shares; 2026Q1: 15,619 shares; 2026Q2: 14,308 shares 14,308$1.89M1.38%-1,311Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,078 shares; 2024Q4: 45,078 shares; 2025Q1: 56,263 shares; 2025Q2: 56,263 shares; 2025Q3: 56,263 shares; 2025Q4: 56,263 shares; 2026Q1: 58,923 shares; 2026Q2: 65,728 shares 65,728$1.55M1.13%+6,805Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,230 shares; 2024Q4: 45,230 shares; 2025Q1: 47,340 shares; 2025Q2: 47,340 shares; 2025Q3: 47,340 shares; 2025Q4: 47,340 shares; 2026Q1: 49,440 shares; 2026Q2: 62,710 shares 62,710$1.48M1.08%+13,270Timeline
VNQVANGUARD 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: not reported; 2026Q2: 14,295 shares 14,295$1.38M1.01%newTimeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,834 shares; 2024Q4: 42,534 shares; 2025Q1: 44,550 shares; 2025Q2: 51,607 shares; 2025Q3: 52,843 shares; 2025Q4: 56,104 shares; 2026Q1: 62,834 shares; 2026Q2: 62,665 shares 62,665$1.29M0.94%-169Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,349 shares; 2024Q4: 11,417 shares; 2025Q1: 14,168 shares; 2025Q2: 15,690 shares; 2025Q3: 15,718 shares; 2025Q4: 13,469 shares; 2026Q1: 13,731 shares; 2026Q2: 13,508 shares 13,508$1.15M0.84%-223Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,297 shares; 2024Q4: 9,350 shares; 2025Q1: 9,832 shares; 2025Q2: 9,787 shares; 2025Q3: 10,270 shares; 2025Q4: 9,707 shares; 2026Q1: 8,592 shares; 2026Q2: 7,035 shares 7,035$1.04M0.76%-1,557Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 4,259 shares; 2025Q1: 4,260 shares; 2025Q2: 3,805 shares; 2025Q3: 3,606 shares; 2025Q4: 3,386 shares; 2026Q1: 3,144 shares; 2026Q2: 12,244 shares 12,244$987K0.72%+9,100Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,529 shares; 2024Q4: 65,821 shares; 2025Q1: 66,056 shares; 2025Q2: 62,252 shares; 2025Q3: 62,576 shares; 2025Q4: 61,135 shares; 2026Q1: 47,430 shares; 2026Q2: 40,619 shares 40,619$940K0.69%-6,811Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 13,669 shares; 2025Q1: 13,675 shares; 2025Q2: 15,445 shares; 2025Q3: 23,171 shares; 2025Q4: 25,644 shares; 2026Q1: 28,127 shares; 2026Q2: 25,900 shares 25,900$936K0.68%-2,227Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,682 shares; 2025Q2: 2,050 shares; 2025Q3: 2,065 shares; 2025Q4: 2,269 shares; 2026Q1: 2,068 shares; 2026Q2: 2,060 shares 2,060$768K0.56%-8Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly 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: 34,252 shares 34,252$765K0.56%newTimeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly 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: 34,724 shares 34,724$755K0.55%newTimeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 8,157 shares; 2025Q3: 8,287 shares; 2025Q4: 8,622 shares; 2026Q1: 8,932 shares; 2026Q2: 9,062 shares 9,062$746K0.54%+130Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly 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: 8,582 shares; 2026Q1: not reported; 2026Q2: 32,308 shares 32,308$742K0.54%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,090 shares; 2025Q2: 3,791 shares; 2025Q3: 3,837 shares; 2025Q4: 4,598 shares; 2026Q1: 3,598 shares; 2026Q2: 3,598 shares 3,598$720K0.52%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 3,568 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 3,823 shares; 2026Q2: 3,823 shares 3,823$628K0.46%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly 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: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839$627K0.46%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly 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: 3,377 shares; 2026Q1: 3,377 shares; 2026Q2: 3,452 shares 3,452$533K0.39%+75Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly 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: 22,724 shares 22,724$480K0.35%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 10,618 shares; 2025Q2: 10,048 shares; 2025Q3: 10,162 shares; 2025Q4: 10,466 shares; 2026Q1: 1,898 shares; 2026Q2: 1,858 shares 1,858$443K0.32%-40Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 15,810 shares; 2025Q2: 15,810 shares; 2025Q3: 15,810 shares; 2025Q4: 15,810 shares; 2026Q1: 15,810 shares; 2026Q2: 15,810 shares 15,810$407K0.3%0Timeline
SCHFSCHWAB 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: 13,015 shares; 2025Q4: 13,430 shares; 2026Q1: 13,430 shares; 2026Q2: 13,430 shares 13,430$372K0.27%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800$360K0.26%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,114 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 2,776 shares; 2025Q4: 2,046 shares; 2026Q1: 1,549 shares; 2026Q2: 1,620 shares 1,620$355K0.26%+71Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly 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: 13,960 shares 13,960$327K0.24%newTimeline
IBDTISHARES 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: 12,431 shares; 2026Q2: 12,532 shares 12,532$316K0.23%+101Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 2,551 shares; 2025Q3: 1,951 shares; 2025Q4: 1,962 shares; 2026Q1: not reported; 2026Q2: 660 shares 660$278K0.2%newTimeline
ISRGINTUITIVE SURGICAL 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: 671 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671$267K0.19%0Timeline
IBDWISHARES 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: 11,665 shares; 2026Q2: 11,665 shares 11,665$243K0.18%0Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,797 shares; 2024Q4: 6,504 shares; 2025Q1: 5,041 shares; 2025Q2: 3,794 shares; 2025Q3: 2,503 shares; 2025Q4: 2,338 shares; 2026Q1: 1,148 shares; 2026Q2: 773 shares 773$227K0.17%-375Timeline
LRCXLAM RESEARCH 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: 514 shares 514$223K0.16%newTimeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly 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: 9,515 shares 9,515$219K0.16%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
IBDSISHARES TR14,390$349Kshares
VTVVANGUARD INDEX FDS1,760$345Kshares
IEFAISHARES TR3,115$282Kshares
VWOVANGUARD INTL EQUITY INDEX F5,207$281Kshares
IVVISHARES TR390$255Kshares

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 0001754960-26-000606 base2026-07-22acceptance 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 0001754960-26-000606 Quarter ended 2026-06-302026-07-22acceptance time not in the bulk data set
13F-HR 0001754960-26-000340 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0001754960-26-000113 Quarter ended 2025-12-312026-01-26acceptance time not in the bulk data set
13F-HR 0001754960-25-000706 Quarter ended 2025-09-302025-10-24acceptance time not in the bulk data set
13F-HR 0001754960-25-000585 Quarter ended 2025-03-312025-08-13acceptance time not in the bulk data set
13F-HR 0001754960-25-000586 Quarter ended 2024-12-312025-08-13acceptance time not in the bulk data set
13F-HR 0001754960-25-000587 Quarter ended 2024-09-302025-08-13acceptance time not in the bulk data set
13F-HR 0001754960-25-000584 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set