Skip to content
Disclosery

L.K. Benson & Company, P.C.

Follow

13F filer, CIK 2055235, TIMONIUM, MD

L.K. Benson & Company, P.C. reported $302,497,188 across 113 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 65.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055235-26-000002

Period
2026-03-31
Reported value
$302M
Holdings
113
Top 10 weight
65.25%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TROWadded+1,092,484$98.5M
SCHRadded+63,729$1.59M
VTIadded+3,248$1.04M
HIDEadded+40,218$965K
BNDadded+9,903$729K

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
VUGexited-448-$219K
VGSHreduced-3,703-$217K
LLYexited-190-$204K
VTEBreduced-2,251-$112K
VNQreduced-1,088-$96.5K

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 2026

Share positions as resolved from 13F-HR 0002055235-26-000002, largest first. % of portfolio is the value over $302,497,188, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 324,020 shares; 2025Q1: 323,945 shares; 2025Q2: 324,512 shares; 2025Q3: 315,841 shares; 2025Q4: 306,267 shares; 2026Q1: 1,398,751 shares 1,398,751$126M41.68%+1,092,484Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,515 shares; 2025Q1: 134,908 shares; 2025Q2: 147,005 shares; 2025Q3: 160,827 shares; 2025Q4: 163,700 shares; 2026Q1: 166,972 shares 166,972$12.9M4.26%+3,272Timeline
HIDEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155,505 shares; 2025Q1: 219,127 shares; 2025Q2: 286,047 shares; 2025Q3: 331,638 shares; 2025Q4: 431,139 shares; 2026Q1: 471,357 shares 471,357$11.3M3.74%+40,218Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,143 shares; 2025Q1: 22,303 shares; 2025Q2: 24,638 shares; 2025Q3: 24,117 shares; 2025Q4: 25,926 shares; 2026Q1: 29,174 shares 29,174$9.36M3.09%+3,248Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,389 shares; 2025Q1: 70,255 shares; 2025Q2: 86,793 shares; 2025Q3: 96,669 shares; 2025Q4: 96,604 shares; 2026Q1: 106,507 shares 106,507$7.84M2.59%+9,903Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,668 shares; 2025Q1: 98,135 shares; 2025Q2: 124,441 shares; 2025Q3: 158,267 shares; 2025Q4: 225,195 shares; 2026Q1: 288,924 shares 288,924$7.2M2.38%+63,729Timeline
CAOSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,215 shares; 2025Q1: 20,797 shares; 2025Q2: 34,741 shares; 2025Q3: 45,151 shares; 2025Q4: 69,615 shares; 2026Q1: 77,012 shares 77,012$6.99M2.31%+7,397Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277,427 shares; 2025Q1: 275,648 shares; 2025Q2: 275,051 shares; 2025Q3: 275,481 shares; 2025Q4: 272,770 shares; 2026Q1: 270,856 shares 270,856$6.7M2.22%-1,914Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,468 shares; 2025Q1: 4,481 shares; 2025Q2: 5,299 shares; 2025Q3: 8,997 shares; 2025Q4: 7,720 shares; 2026Q1: 7,775 shares 7,775$4.65M1.54%+55Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,240 shares; 2025Q1: 16,992 shares; 2025Q2: 17,428 shares; 2025Q3: 20,794 shares; 2025Q4: 19,734 shares; 2026Q1: 21,172 shares 21,172$4.36M1.44%+1,438Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,486 shares; 2025Q1: 75,330 shares; 2025Q2: 76,164 shares; 2025Q3: 76,605 shares; 2025Q4: 76,970 shares; 2026Q1: 77,113 shares 77,113$4.07M1.35%+143Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,129 shares; 2025Q1: 2,595 shares; 2025Q2: 3,628 shares; 2025Q3: 6,788 shares; 2025Q4: 6,018 shares; 2026Q1: 6,081 shares 6,081$3.97M1.31%+63Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,706 shares; 2025Q1: 54,502 shares; 2025Q2: 54,499 shares; 2025Q3: 54,585 shares; 2025Q4: 54,660 shares; 2026Q1: 54,738 shares 54,738$3.88M1.28%+78Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,383 shares; 2025Q1: 45,356 shares; 2025Q2: 59,135 shares; 2025Q3: 72,673 shares; 2025Q4: 78,202 shares; 2026Q1: 75,951 shares 75,951$3.79M1.25%-2,251Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,636 shares; 2025Q1: 8,950 shares; 2025Q2: 9,250 shares; 2025Q3: 10,133 shares; 2025Q4: 10,830 shares; 2026Q1: 11,770 shares 11,770$3.52M1.16%+940Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,445 shares; 2025Q1: 30,050 shares; 2025Q2: 30,577 shares; 2025Q3: 29,941 shares; 2025Q4: 30,175 shares; 2026Q1: 30,039 shares 30,039$3.32M1.1%-136Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,232 shares; 2025Q1: 18,511 shares; 2025Q2: 18,277 shares; 2025Q3: 16,692 shares; 2025Q4: 16,326 shares; 2026Q1: 15,932 shares 15,932$3.13M1.03%-394Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,667 shares; 2025Q1: 30,662 shares; 2025Q2: 30,268 shares; 2025Q3: 30,320 shares; 2025Q4: 31,434 shares; 2026Q1: 31,293 shares 31,293$2.65M0.88%-141Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,865 shares; 2025Q1: 88,949 shares; 2025Q2: 89,064 shares; 2025Q3: 88,802 shares; 2025Q4: 88,858 shares; 2026Q1: 88,741 shares 88,741$2.58M0.85%-117Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,738 shares; 2025Q1: 15,703 shares; 2025Q2: 19,834 shares; 2025Q3: 24,092 shares; 2025Q4: 30,746 shares; 2026Q1: 39,411 shares 39,411$2.53M0.83%+8,665Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,156 shares; 2025Q1: 48,697 shares; 2025Q2: 48,023 shares; 2025Q3: 47,947 shares; 2025Q4: 48,127 shares; 2026Q1: 46,622 shares 46,622$2.28M0.75%-1,505Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,364 shares; 2025Q1: 19,430 shares; 2025Q2: 18,630 shares; 2025Q3: 20,688 shares; 2025Q4: 22,747 shares; 2026Q1: 22,853 shares 22,853$2.27M0.75%+106Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,032 shares; 2025Q1: 84,744 shares; 2025Q2: 85,005 shares; 2025Q3: 85,661 shares; 2025Q4: 84,968 shares; 2026Q1: 85,099 shares 85,099$2.18M0.72%+131Timeline
QVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,711 shares; 2025Q1: 14,494 shares; 2025Q2: 20,118 shares; 2025Q3: 22,220 shares; 2025Q4: 33,881 shares; 2026Q1: 37,998 shares 37,998$1.98M0.65%+4,117Timeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,195 shares; 2025Q1: 9,094 shares; 2025Q2: 13,357 shares; 2025Q3: 14,942 shares; 2025Q4: 24,050 shares; 2026Q1: 27,071 shares 27,071$1.85M0.61%+3,021Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,564 shares; 2025Q1: 12,125 shares; 2025Q2: 12,410 shares; 2025Q3: 11,783 shares; 2025Q4: 12,916 shares; 2026Q1: 13,146 shares 13,146$1.82M0.6%+230Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,127 shares; 2025Q1: 47,321 shares; 2025Q2: 47,542 shares; 2025Q3: 47,755 shares; 2025Q4: 47,943 shares; 2026Q1: 48,120 shares 48,120$1.72M0.57%+177Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,834 shares; 2025Q1: 14,385 shares; 2025Q2: 14,505 shares; 2025Q3: 14,926 shares; 2025Q4: 15,443 shares; 2026Q1: 15,872 shares 15,872$1.69M0.56%+429Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 12,225 shares; 2025Q3: 12,225 shares; 2025Q4: 13,420 shares; 2026Q1: 13,420 shares 13,420$1.67M0.55%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,307 shares; 2025Q1: 21,357 shares; 2025Q2: 21,564 shares; 2025Q3: 20,807 shares; 2025Q4: 20,445 shares; 2026Q1: 20,675 shares 20,675$1.67M0.55%+230Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,499 shares; 2025Q1: 38,624 shares; 2025Q2: 30,537 shares; 2025Q3: 38,096 shares; 2025Q4: 38,544 shares; 2026Q1: 38,732 shares 38,732$1.61M0.53%+188Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,258 shares; 2025Q1: 16,251 shares; 2025Q2: 16,170 shares; 2025Q3: 15,984 shares; 2025Q4: 15,637 shares; 2026Q1: 15,508 shares 15,508$1.55M0.51%-129Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,791 shares; 2025Q1: 14,942 shares; 2025Q2: 17,258 shares; 2025Q3: 17,087 shares; 2025Q4: 16,293 shares; 2026Q1: 16,373 shares 16,373$1.28M0.42%+80Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,575 shares; 2025Q1: 44,199 shares; 2025Q2: 57,520 shares; 2025Q3: 52,793 shares; 2025Q4: 48,291 shares; 2026Q1: 47,656 shares 47,656$1.27M0.42%-635Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,436 shares; 2025Q1: 18,482 shares; 2025Q2: 17,546 shares; 2025Q3: 20,172 shares; 2025Q4: 20,236 shares; 2026Q1: 20,289 shares 20,289$1.27M0.42%+53Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,242 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 4,867 shares; 2026Q1: 4,852 shares 4,852$1.23M0.41%-15Timeline
AAUSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,439 shares; 2025Q4: 23,439 shares; 2026Q1: 23,439 shares 23,439$1.23M0.41%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,682 shares; 2025Q1: 34,413 shares; 2025Q2: 34,440 shares; 2025Q3: 34,174 shares; 2025Q4: 34,839 shares; 2026Q1: 34,839 shares 34,839$1.15M0.38%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,886 shares; 2025Q1: 44,542 shares; 2025Q2: 44,715 shares; 2025Q3: 45,285 shares; 2025Q4: 45,224 shares; 2026Q1: 45,263 shares 45,263$1.14M0.38%+39Timeline
AVMUAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,110 shares; 2025Q1: 31,215 shares; 2025Q2: 24,673 shares; 2025Q3: 23,913 shares; 2025Q4: 24,098 shares; 2026Q1: 24,639 shares 24,639$1.13M0.37%+541Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,368 shares; 2025Q1: 7,539 shares; 2025Q2: 7,681 shares; 2025Q3: 7,766 shares; 2025Q4: 7,846 shares; 2026Q1: 7,846 shares 7,846$1.12M0.37%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,362 shares; 2025Q1: 17,362 shares; 2025Q2: 17,395 shares; 2025Q3: 17,453 shares; 2025Q4: 19,568 shares; 2026Q1: 21,981 shares 21,981$1.1M0.36%+2,413Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,958 shares; 2025Q1: 3,806 shares; 2025Q2: 3,784 shares; 2025Q3: 4,169 shares; 2025Q4: 4,172 shares; 2026Q1: 4,162 shares 4,162$1.09M0.36%-10Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,439 shares; 2025Q1: 4,473 shares; 2025Q2: 5,769 shares; 2025Q3: 5,782 shares; 2025Q4: 5,153 shares; 2026Q1: 5,165 shares 5,165$1.07M0.35%+12Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,088 shares; 2025Q1: 14,087 shares; 2025Q2: 13,889 shares; 2025Q3: 13,860 shares; 2025Q4: 12,623 shares; 2026Q1: 11,535 shares 11,535$1.02M0.34%-1,088Timeline
IVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,086 shares; 2025Q2: 16,047 shares; 2025Q3: 17,948 shares; 2025Q4: 27,896 shares; 2026Q1: 30,027 shares 30,027$1.02M0.34%+2,131Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,118 shares; 2025Q3: 13,146 shares; 2025Q4: 13,395 shares; 2026Q1: 13,407 shares 13,407$1.01M0.33%+12Timeline
IMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,523 shares; 2025Q2: 12,550 shares; 2025Q3: 14,055 shares; 2025Q4: 22,887 shares; 2026Q1: 24,288 shares 24,288$967K0.32%+1,401Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,915 shares; 2025Q1: 12,139 shares; 2025Q2: 14,206 shares; 2025Q3: 14,676 shares; 2025Q4: 17,574 shares; 2026Q1: 17,435 shares 17,435$953K0.31%-139Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 3,078 shares; 2025Q4: 7,231 shares; 2026Q1: 9,039 shares 9,039$910K0.3%+1,808Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,442 shares; 2025Q1: 12,196 shares; 2025Q2: 14,611 shares; 2025Q3: 14,611 shares; 2025Q4: 18,338 shares; 2026Q1: 18,389 shares 18,389$884K0.29%+51Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324$861K0.28%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,664 shares; 2025Q1: 5,147 shares; 2025Q2: 5,152 shares; 2025Q3: 5,157 shares; 2025Q4: 9,344 shares; 2026Q1: 10,322 shares 10,322$852K0.28%+978Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,586 shares; 2025Q1: 11,637 shares; 2025Q2: 11,730 shares; 2025Q3: 11,134 shares; 2025Q4: 11,142 shares; 2026Q1: 11,147 shares 11,147$851K0.28%+5Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,692 shares; 2025Q1: 16,064 shares; 2025Q2: 15,540 shares; 2025Q3: 15,568 shares; 2025Q4: 15,596 shares; 2026Q1: 15,596 shares 15,596$843K0.28%0Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,647 shares; 2025Q1: 16,094 shares; 2025Q2: 15,785 shares; 2025Q3: 15,981 shares; 2025Q4: 16,185 shares; 2026Q1: 16,263 shares 16,263$829K0.27%+78Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,567 shares; 2025Q4: 7,630 shares; 2026Q1: 7,644 shares 7,644$811K0.27%+14Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,644 shares; 2025Q1: 13,648 shares; 2025Q2: 10,505 shares; 2025Q3: 10,511 shares; 2025Q4: 10,272 shares; 2026Q1: 16,673 shares 16,673$797K0.26%+6,401Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,315 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022$748K0.25%0Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,370 shares; 2025Q1: 26,360 shares; 2025Q2: 26,530 shares; 2025Q3: 26,631 shares; 2025Q4: 26,626 shares; 2026Q1: 26,725 shares 26,725$744K0.25%+99Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,472 shares; 2025Q1: 14,541 shares; 2025Q2: 14,693 shares; 2025Q3: 16,264 shares; 2025Q4: 29,866 shares; 2026Q1: 30,018 shares 30,018$729K0.24%+152Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,954 shares; 2025Q1: 13,992 shares; 2025Q2: 14,029 shares; 2025Q3: 14,068 shares; 2025Q4: 14,109 shares; 2026Q1: 14,148 shares 14,148$714K0.24%+39Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$658K0.22%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,467 shares; 2025Q1: 5,483 shares; 2025Q2: 5,536 shares; 2025Q3: 5,699 shares; 2025Q4: 5,887 shares; 2026Q1: 5,897 shares 5,897$656K0.22%+10Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,684 shares; 2025Q1: 1,249 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,143 shares; 2026Q1: 1,494 shares 1,494$643K0.21%+351Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620$635K0.21%0Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,074 shares; 2025Q1: 5,568 shares; 2025Q2: 7,595 shares; 2025Q3: 8,596 shares; 2025Q4: 7,517 shares; 2026Q1: 7,871 shares 7,871$609K0.2%+354Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,173 shares; 2025Q1: 3,173 shares; 2025Q2: 4,359 shares; 2025Q3: 4,359 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares 3,292$559K0.18%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 7,011 shares; 2025Q3: 11,236 shares; 2025Q4: 14,289 shares; 2026Q1: 14,241 shares 14,241$555K0.18%-48Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,194 shares; 2025Q1: 23,344 shares; 2025Q2: 23,628 shares; 2025Q3: 20,103 shares; 2025Q4: 20,493 shares; 2026Q1: 20,620 shares 20,620$551K0.18%+127Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,763 shares; 2025Q1: 4,768 shares; 2025Q2: 5,948 shares; 2025Q3: 6,246 shares; 2025Q4: 5,706 shares; 2026Q1: 5,711 shares 5,711$527K0.17%+5Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,007 shares; 2025Q1: 5,010 shares; 2025Q2: 5,034 shares; 2025Q3: 5,059 shares; 2025Q4: 5,142 shares; 2026Q1: 5,159 shares 5,159$522K0.17%+17Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 6,166 shares 6,166$510K0.17%+3,092Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,365 shares 10,365$491K0.16%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,387 shares; 2025Q1: 3,391 shares; 2025Q2: 2,819 shares; 2025Q3: 2,336 shares; 2025Q4: 2,175 shares; 2026Q1: 2,177 shares 2,177$468K0.15%+2Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,007 shares; 2025Q1: 8,537 shares; 2025Q2: 8,866 shares; 2025Q3: 8,866 shares; 2025Q4: 8,866 shares; 2026Q1: 8,866 shares 8,866$467K0.15%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares 4,785$465K0.15%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,199 shares; 2025Q1: 1,223 shares; 2025Q2: 1,080 shares; 2025Q3: 1,056 shares; 2025Q4: 956 shares; 2026Q1: 956 shares 956$458K0.15%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,364 shares; 2025Q1: 11,389 shares; 2025Q2: 11,476 shares; 2025Q3: 11,557 shares; 2025Q4: 13,468 shares; 2026Q1: 13,487 shares 13,487$457K0.15%+19Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,572 shares; 2025Q1: 2,751 shares; 2025Q2: 2,870 shares; 2025Q3: 2,981 shares; 2025Q4: 3,053 shares; 2026Q1: 3,055 shares 3,055$452K0.15%+2Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,080 shares; 2025Q1: 11,131 shares; 2025Q2: 11,212 shares; 2025Q3: 11,291 shares; 2025Q4: 11,392 shares; 2026Q1: 7,689 shares 7,689$450K0.15%-3,703Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 7,140 shares; 2026Q1: 7,140 shares 7,140$437K0.14%0Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,108 shares; 2025Q1: 27,704 shares; 2025Q2: 27,704 shares; 2025Q3: 27,704 shares; 2025Q4: 28,254 shares; 2026Q1: 28,254 shares 28,254$424K0.14%0Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 3,481 shares; 2025Q2: 3,574 shares; 2025Q3: 3,600 shares; 2025Q4: 3,604 shares; 2026Q1: 3,605 shares 3,605$419K0.14%+1Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,902 shares; 2025Q3: 1,827 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares 1,892$411K0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325$390K0.13%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,835 shares; 2025Q1: 1,843 shares; 2025Q2: 1,762 shares; 2025Q3: 1,766 shares; 2025Q4: 1,362 shares; 2026Q1: 1,349 shares 1,349$387K0.13%-13Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,349 shares 1,349$387K0.13%+11Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577$385K0.13%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,830 shares; 2025Q1: 7,588 shares; 2025Q2: 8,197 shares; 2025Q3: 13,461 shares; 2025Q4: 13,448 shares; 2026Q1: 10,827 shares 10,827$379K0.13%-2,621Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,890 shares; 2025Q4: 71,990 shares; 2026Q1: 71,990 shares 71,990$357K0.12%0Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,946 shares; 2025Q1: 4,951 shares; 2025Q2: 4,958 shares; 2025Q3: 4,964 shares; 2025Q4: 4,972 shares; 2026Q1: 4,979 shares 4,979$329K0.11%+7Timeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,098 shares; 2025Q1: 9,098 shares; 2025Q2: 9,132 shares; 2025Q3: 8,897 shares; 2025Q4: 8,982 shares; 2026Q1: 8,985 shares 8,985$325K0.11%+3Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 558 shares 558$322K0.11%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,180 shares; 2025Q1: 7,187 shares; 2025Q2: 6,995 shares; 2025Q3: 6,998 shares; 2025Q4: 6,979 shares; 2026Q1: 6,979 shares 6,979$315K0.1%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,815 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 2,817 shares; 2026Q1: 2,392 shares 2,392$306K0.1%-425Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968$287K0.09%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,914 shares; 2025Q1: 3,914 shares; 2025Q2: 3,914 shares; 2025Q3: 3,676 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares 3,747$285K0.09%0Timeline
TBUXT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,571 shares; 2025Q1: 5,571 shares; 2025Q2: 5,571 shares; 2025Q3: 5,571 shares; 2025Q4: 5,571 shares; 2026Q1: 5,571 shares 5,571$277K0.09%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,670 shares; 2025Q4: 7,097 shares; 2026Q1: 7,115 shares 7,115$276K0.09%+18Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,435 shares; 2026Q1: 7,435 shares 7,435$273K0.09%0Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,791 shares 3,791$267K0.09%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares 2,484$255K0.08%0Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,598 shares; 2025Q1: 4,635 shares; 2025Q2: 4,673 shares; 2025Q3: 4,713 shares; 2025Q4: 4,751 shares; 2026Q1: 4,790 shares 4,790$250K0.08%+39Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares 2,542$247K0.08%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,616 shares 2,616$237K0.08%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares 2,562$235K0.08%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,860 shares 1,860$224K0.07%newTimeline
TGRWT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,488 shares; 2026Q1: 5,488 shares 5,488$222K0.07%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087$216K0.07%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,510 shares; 2025Q4: 3,162 shares; 2026Q1: 3,169 shares 3,169$214K0.07%+7Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,592 shares; 2026Q1: 2,610 shares 2,610$201K0.07%+18Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,495 shares; 2025Q2: 14,035 shares; 2025Q3: 14,035 shares; 2025Q4: 14,035 shares; 2026Q1: 15,405 shares 15,405$131K0.04%+1,370Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VUGVANGUARD INDEX FDS448$219Kshares
LLYELI LILLY & CO190$204Kshares

How Q1 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 0002055235-26-000002 base2026-04-21acceptance time not in the bulk data set