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Opulen Financial Group LLC

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13F filer, CIK 2055099, ARLINGTON, VA

Opulen Financial Group LLC reported $142,100,573 across 114 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 48.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055099-26-000002

Period
2026-03-31
Reported value
$142M
Holdings
114
Top 10 weight
48.74%
New
9
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSUnew+22,715$933K
SCHDadded+21,404$657K
DFAXadded+18,265$620K
IVVadded+864$564K
BSCZnew+26,974$554K

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
HDexited-680-$234K
VOOVexited-1,024-$210K
DIAexited-435-$209K
AMZNreduced-982-$205K
EMQQreduced-6,065-$201K

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 0002055099-26-000002, largest first. % of portfolio is the value over $142,100,573, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 490,503 shares; 2025Q1: 504,648 shares; 2025Q2: 503,342 shares; 2025Q3: 511,992 shares; 2025Q4: 544,113 shares; 2026Q1: 565,517 shares 565,517$17.4M12.21%+21,404Timeline
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: 22,934 shares; 2025Q1: 22,690 shares; 2025Q2: 22,976 shares; 2025Q3: 22,699 shares; 2025Q4: 23,381 shares; 2026Q1: 23,488 shares 23,488$15.3M10.75%+107Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180,162 shares; 2025Q1: 185,505 shares; 2025Q2: 184,963 shares; 2025Q3: 186,268 shares; 2025Q4: 187,673 shares; 2026Q1: 185,932 shares 185,932$8.6M6.05%-1,741Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,656 shares; 2025Q1: 6,835 shares; 2025Q2: 7,102 shares; 2025Q3: 7,053 shares; 2025Q4: 7,777 shares; 2026Q1: 8,641 shares 8,641$5.64M3.97%+864Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,573 shares; 2025Q1: 24,604 shares; 2025Q2: 24,551 shares; 2025Q3: 24,043 shares; 2025Q4: 22,267 shares; 2026Q1: 21,285 shares 21,285$4.43M3.12%-982Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,166 shares; 2025Q1: 20,228 shares; 2025Q2: 20,249 shares; 2025Q3: 20,256 shares; 2025Q4: 20,292 shares; 2026Q1: 20,488 shares 20,488$4.22M2.97%+196Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,227 shares; 2025Q1: 6,452 shares; 2025Q2: 6,031 shares; 2025Q3: 6,241 shares; 2025Q4: 6,450 shares; 2026Q1: 6,663 shares 6,663$3.98M2.8%+213Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,740 shares; 2025Q1: 135,498 shares; 2025Q2: 144,540 shares; 2025Q3: 169,725 shares; 2025Q4: 185,626 shares; 2026Q1: 206,535 shares 206,535$3.45M2.43%+20,909Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,124 shares; 2025Q1: 129,490 shares; 2025Q2: 133,979 shares; 2025Q3: 150,199 shares; 2025Q4: 161,452 shares; 2026Q1: 173,869 shares 173,869$3.24M2.28%+12,417Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120,351 shares; 2025Q1: 131,232 shares; 2025Q2: 136,106 shares; 2025Q3: 161,674 shares; 2025Q4: 167,474 shares; 2026Q1: 185,982 shares 185,982$3.06M2.15%+18,508Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,872 shares; 2025Q1: 13,173 shares; 2025Q2: 13,360 shares; 2025Q3: 13,614 shares; 2025Q4: 13,704 shares; 2026Q1: 13,806 shares 13,806$3M2.11%+102Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,661 shares; 2025Q1: 110,330 shares; 2025Q2: 116,587 shares; 2025Q3: 127,877 shares; 2025Q4: 134,094 shares; 2026Q1: 144,619 shares 144,619$2.95M2.08%+10,525Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 87,809 shares; 2025Q1: 90,976 shares; 2025Q2: 95,613 shares; 2025Q3: 114,200 shares; 2025Q4: 120,718 shares; 2026Q1: 128,823 shares 128,823$2.65M1.87%+8,105Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,710 shares; 2025Q1: 4,689 shares; 2025Q2: 4,821 shares; 2025Q3: 4,425 shares; 2025Q4: 4,475 shares; 2026Q1: 4,342 shares 4,342$2.51M1.76%-133Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,270 shares; 2025Q1: 99,389 shares; 2025Q2: 105,069 shares; 2025Q3: 111,357 shares; 2025Q4: 113,417 shares; 2026Q1: 123,328 shares 123,328$2.42M1.7%+9,911Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,602 shares; 2025Q1: 106,654 shares; 2025Q2: 108,996 shares; 2025Q3: 115,236 shares; 2025Q4: 118,752 shares; 2026Q1: 120,318 shares 120,318$2.35M1.65%+1,566Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,876 shares; 2025Q1: 6,987 shares; 2025Q2: 6,904 shares; 2025Q3: 7,127 shares; 2025Q4: 7,143 shares; 2026Q1: 7,150 shares 7,150$2.16M1.52%+7Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,351 shares; 2025Q1: 6,447 shares; 2025Q2: 6,927 shares; 2025Q3: 6,812 shares; 2025Q4: 7,155 shares; 2026Q1: 7,147 shares 7,147$1.87M1.32%-8Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,900 shares; 2025Q1: 5,881 shares; 2025Q2: 6,114 shares; 2025Q3: 6,067 shares; 2025Q4: 6,353 shares; 2026Q1: 6,377 shares 6,377$1.83M1.29%+24Timeline
DFAXDIMENSIONAL 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: 7,718 shares; 2025Q4: 28,941 shares; 2026Q1: 47,206 shares 47,206$1.6M1.13%+18,265Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,911 shares; 2025Q1: 48,093 shares; 2025Q2: 52,576 shares; 2025Q3: 69,208 shares; 2025Q4: 70,038 shares; 2026Q1: 72,833 shares 72,833$1.54M1.08%+2,795Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,756 shares; 2025Q1: 5,624 shares; 2025Q2: 7,616 shares; 2025Q3: 7,139 shares; 2025Q4: 7,684 shares; 2026Q1: 8,067 shares 8,067$1.41M0.99%+383Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,771 shares; 2025Q1: 19,843 shares; 2025Q2: 19,766 shares; 2025Q3: 19,743 shares; 2025Q4: 19,879 shares; 2026Q1: 19,966 shares 19,966$1.4M0.99%+87Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,675 shares; 2025Q1: 6,682 shares; 2025Q2: 6,922 shares; 2025Q3: 6,900 shares; 2025Q4: 6,994 shares; 2026Q1: 7,031 shares 7,031$1.35M0.95%+37Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,316 shares; 2025Q1: 3,317 shares; 2025Q2: 3,956 shares; 2025Q3: 4,543 shares; 2025Q4: 4,859 shares; 2026Q1: 5,184 shares 5,184$1.32M0.93%+325Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,718 shares; 2025Q1: 4,777 shares; 2025Q2: 5,690 shares; 2025Q3: 5,550 shares; 2025Q4: 5,519 shares; 2026Q1: 5,514 shares 5,514$1.31M0.92%-5Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,100 shares; 2025Q1: 6,156 shares; 2025Q2: 6,205 shares; 2025Q3: 6,234 shares; 2025Q4: 6,259 shares; 2026Q1: 6,402 shares 6,402$1.23M0.86%+143Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,300 shares; 2025Q1: 3,205 shares; 2025Q2: 3,108 shares; 2025Q3: 3,132 shares; 2025Q4: 3,154 shares; 2026Q1: 3,531 shares 3,531$1.13M0.8%+377Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,149 shares; 2025Q1: 10,429 shares; 2025Q2: 10,154 shares; 2025Q3: 10,212 shares; 2025Q4: 10,229 shares; 2026Q1: 10,242 shares 10,242$1.06M0.75%+13Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,145 shares; 2025Q2: 30,302 shares; 2025Q3: 30,386 shares; 2025Q4: 31,160 shares; 2026Q1: 32,660 shares 32,660$1.02M0.72%+1,500Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,569 shares; 2025Q1: 28,880 shares; 2025Q2: 27,652 shares; 2025Q3: 26,973 shares; 2025Q4: 25,911 shares; 2026Q1: 23,995 shares 23,995$963K0.68%-1,916Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,779 shares; 2025Q1: 6,928 shares; 2025Q2: 6,928 shares; 2025Q3: 6,978 shares; 2025Q4: 7,605 shares; 2026Q1: 7,622 shares 7,622$947K0.67%+17Timeline
DFSUDIMENSIONAL 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: not reported; 2026Q1: 22,715 shares 22,715$933K0.66%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,970 shares; 2025Q2: 2,035 shares; 2025Q3: 2,011 shares; 2025Q4: 2,004 shares; 2026Q1: 2,006 shares 2,006$876K0.62%+2Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,107 shares; 2025Q1: 1,154 shares; 2025Q2: 1,162 shares; 2025Q3: 1,167 shares; 2025Q4: 1,363 shares; 2026Q1: 1,354 shares 1,354$835K0.59%-9Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,336 shares; 2025Q1: 1,347 shares; 2025Q2: 1,836 shares; 2025Q3: 1,901 shares; 2025Q4: 2,062 shares; 2026Q1: 2,233 shares 2,233$827K0.58%+171Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,361 shares; 2025Q1: 13,274 shares; 2025Q2: 16,108 shares; 2025Q3: 16,168 shares; 2025Q4: 16,747 shares; 2026Q1: 16,956 shares 16,956$819K0.58%+209Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,365 shares; 2025Q1: 32,007 shares; 2025Q2: 32,330 shares; 2025Q3: 32,044 shares; 2025Q4: 31,863 shares; 2026Q1: 31,311 shares 31,311$802K0.56%-552Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 12,157 shares; 2025Q2: 12,237 shares; 2025Q3: 12,315 shares; 2025Q4: 12,388 shares; 2026Q1: 12,344 shares 12,344$791K0.56%-44Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,439 shares; 2025Q1: 8,431 shares; 2025Q2: 8,149 shares; 2025Q3: 7,152 shares; 2025Q4: 9,286 shares; 2026Q1: 9,213 shares 9,213$769K0.54%-73Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,885 shares; 2025Q1: 9,751 shares; 2025Q2: 9,576 shares; 2025Q3: 9,651 shares; 2025Q4: 9,670 shares; 2026Q1: 10,141 shares 10,141$762K0.54%+471Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,241 shares; 2025Q1: 8,908 shares; 2025Q2: 8,992 shares; 2025Q3: 9,369 shares; 2025Q4: 9,865 shares; 2026Q1: 10,218 shares 10,218$752K0.53%+353Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,593 shares; 2025Q1: 30,551 shares; 2025Q2: 30,124 shares; 2025Q3: 29,339 shares; 2025Q4: 29,085 shares; 2026Q1: 30,038 shares 30,038$750K0.53%+953Timeline
DFICDIMENSIONAL 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: 17,080 shares; 2025Q4: 18,509 shares; 2026Q1: 18,787 shares 18,787$668K0.47%+278Timeline
CNRGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,579 shares; 2025Q1: 12,490 shares; 2025Q2: 11,355 shares; 2025Q3: 10,889 shares; 2025Q4: 8,754 shares; 2026Q1: 7,186 shares 7,186$649K0.46%-1,568Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,621 shares; 2025Q1: 6,490 shares; 2025Q2: 7,194 shares; 2025Q3: 7,395 shares; 2025Q4: 7,676 shares; 2026Q1: 6,477 shares 6,477$644K0.45%-1,199Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,916 shares; 2025Q1: 2,923 shares; 2025Q2: 2,924 shares; 2025Q3: 2,937 shares; 2025Q4: 2,951 shares; 2026Q1: 2,964 shares 2,964$637K0.45%+13Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,743 shares; 2025Q1: 16,306 shares; 2025Q2: 16,019 shares; 2025Q3: 16,042 shares; 2025Q4: 15,126 shares; 2026Q1: 15,377 shares 15,377$617K0.43%+251Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,074 shares; 2025Q1: 32,509 shares; 2025Q2: 32,818 shares; 2025Q3: 32,888 shares; 2025Q4: 33,404 shares; 2026Q1: 33,848 shares 33,848$601K0.42%+444Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,348 shares; 2025Q1: 3,348 shares; 2025Q2: 3,356 shares; 2025Q3: 3,356 shares; 2025Q4: 3,384 shares; 2026Q1: 3,384 shares 3,384$581K0.41%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,430 shares; 2025Q1: 7,455 shares; 2025Q2: 7,477 shares; 2025Q3: 7,499 shares; 2025Q4: 7,521 shares; 2026Q1: 7,540 shares 7,540$577K0.41%+19Timeline
DFASDIMENSIONAL 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: 5,299 shares; 2026Q1: 8,028 shares 8,028$571K0.4%+2,729Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,050 shares; 2025Q1: 4,057 shares; 2025Q2: 4,056 shares; 2025Q3: 4,186 shares; 2025Q4: 4,245 shares; 2026Q1: 4,255 shares 4,255$562K0.4%+10Timeline
DFEMDIMENSIONAL 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: 9,083 shares; 2025Q4: 12,355 shares; 2026Q1: 16,247 shares 16,247$561K0.4%+3,892Timeline
BSCZINVESCO EXCH TRD SLF IDX FDQuarterly 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: 26,974 shares 26,974$554K0.39%newTimeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,491 shares; 2025Q1: 8,502 shares; 2025Q2: 8,504 shares; 2025Q3: 8,646 shares; 2025Q4: 8,669 shares; 2026Q1: 8,691 shares 8,691$548K0.39%+22Timeline
VTVVANGUARD 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: 2,454 shares; 2025Q3: 2,456 shares; 2025Q4: 2,463 shares; 2026Q1: 2,467 shares 2,467$484K0.34%+4Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 975 shares; 2025Q1: 904 shares; 2025Q2: 999 shares; 2025Q3: 1,147 shares; 2025Q4: 1,219 shares; 2026Q1: 1,288 shares 1,288$479K0.34%+69Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,116 shares; 2025Q1: 5,174 shares; 2025Q2: 5,162 shares; 2025Q3: 5,204 shares; 2025Q4: 5,316 shares; 2026Q1: 5,374 shares 5,374$477K0.34%+58Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,992 shares; 2025Q1: 4,996 shares; 2025Q2: 5,002 shares; 2025Q3: 5,120 shares; 2025Q4: 5,129 shares; 2026Q1: 5,133 shares 5,133$476K0.34%+4Timeline
GOOGLALPHABET 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: 1,290 shares; 2025Q3: 1,515 shares; 2025Q4: 1,550 shares; 2026Q1: 1,605 shares 1,605$461K0.32%+55Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,304 shares; 2025Q1: 7,329 shares; 2025Q2: 7,357 shares; 2025Q3: 7,260 shares; 2025Q4: 7,638 shares; 2026Q1: 7,772 shares 7,772$460K0.32%+134Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 555 shares; 2025Q1: 566 shares; 2025Q2: 726 shares; 2025Q3: 744 shares; 2025Q4: 775 shares; 2026Q1: 803 shares 803$459K0.32%+28Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,028 shares; 2025Q1: 5,028 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 5,210 shares; 2026Q1: 5,210 shares 5,210$435K0.31%0Timeline
GOOGALPHABET 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: 1,112 shares; 2025Q4: 1,322 shares; 2026Q1: 1,505 shares 1,505$432K0.3%+183Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,904 shares; 2025Q1: 5,107 shares; 2025Q2: 5,151 shares; 2025Q3: 5,179 shares; 2025Q4: 5,115 shares; 2026Q1: 5,133 shares 5,133$430K0.3%+18Timeline
AVGOBROADCOM 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: 857 shares; 2025Q3: 1,146 shares; 2025Q4: 1,258 shares; 2026Q1: 1,376 shares 1,376$426K0.3%+118Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,465 shares; 2025Q2: 15,677 shares; 2025Q3: 16,483 shares; 2025Q4: 16,674 shares; 2026Q1: 19,495 shares 19,495$404K0.28%+2,821Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,374 shares; 2025Q1: 8,385 shares; 2025Q2: 7,517 shares; 2025Q3: 6,719 shares; 2025Q4: 6,181 shares; 2026Q1: 6,198 shares 6,198$403K0.28%+17Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,466 shares; 2025Q1: 1,489 shares; 2025Q2: 1,403 shares; 2025Q3: 1,405 shares; 2025Q4: 2,981 shares; 2026Q1: 3,034 shares 3,034$403K0.28%+53Timeline
MYCFSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,016 shares; 2025Q1: 15,126 shares; 2025Q2: 10,259 shares; 2025Q3: 10,376 shares; 2025Q4: 16,399 shares; 2026Q1: 15,913 shares 15,913$399K0.28%-486Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,747 shares; 2025Q1: 7,119 shares; 2025Q2: 7,385 shares; 2025Q3: 7,962 shares; 2025Q4: 8,068 shares; 2026Q1: 8,120 shares 8,120$386K0.27%+52Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,323 shares; 2025Q1: 3,331 shares; 2025Q2: 3,337 shares; 2025Q3: 3,341 shares; 2025Q4: 3,348 shares; 2026Q1: 3,358 shares 3,358$361K0.25%+10Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,734 shares; 2025Q1: 8,507 shares; 2025Q2: 8,012 shares; 2025Q3: 7,024 shares; 2025Q4: 6,694 shares; 2026Q1: 6,016 shares 6,016$352K0.25%-678Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,538 shares; 2025Q1: 3,538 shares; 2025Q2: 3,577 shares; 2025Q3: 3,677 shares; 2025Q4: 3,747 shares; 2026Q1: 3,667 shares 3,667$351K0.25%-80Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 3,702 shares; 2025Q3: 3,682 shares; 2025Q4: 3,734 shares; 2026Q1: 3,734 shares 3,734$348K0.25%0Timeline
SCHBSCHWAB STRATEGIC 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: 13,772 shares 13,772$346K0.24%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 337 shares; 2025Q3: 338 shares; 2025Q4: 3,214 shares; 2026Q1: 3,543 shares 3,543$341K0.24%+329Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,531 shares; 2025Q1: 6,543 shares; 2025Q2: 6,562 shares; 2025Q3: 7,085 shares; 2025Q4: 7,185 shares; 2026Q1: 7,202 shares 7,202$339K0.24%+17Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,702 shares; 2025Q1: 7,569 shares; 2025Q2: 7,589 shares; 2025Q3: 7,723 shares; 2025Q4: 7,748 shares; 2026Q1: 7,474 shares 7,474$326K0.23%-274Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743$317K0.22%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,415 shares; 2025Q1: 9,426 shares; 2025Q2: 9,632 shares; 2025Q3: 10,140 shares; 2025Q4: 9,812 shares; 2026Q1: 10,686 shares 10,686$310K0.22%+874Timeline
XITKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,099 shares; 2025Q1: 3,073 shares; 2025Q2: 3,016 shares; 2025Q3: 2,890 shares; 2025Q4: 2,625 shares; 2026Q1: 2,096 shares 2,096$307K0.22%-529Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,426 shares; 2025Q1: 12,510 shares; 2025Q2: 12,599 shares; 2025Q3: 12,689 shares; 2025Q4: 12,772 shares; 2026Q1: 12,862 shares 12,862$304K0.21%+90Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,307 shares; 2025Q1: 11,507 shares; 2025Q2: 10,588 shares; 2025Q3: 9,951 shares; 2025Q4: 10,097 shares; 2026Q1: 9,420 shares 9,420$290K0.2%-677Timeline
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: 730 shares; 2025Q3: 888 shares; 2025Q4: 961 shares; 2026Q1: 985 shares 985$290K0.2%+24Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,262 shares; 2025Q1: 2,280 shares; 2025Q2: 2,349 shares; 2025Q3: 2,419 shares; 2025Q4: 2,502 shares; 2026Q1: 2,502 shares 2,502$287K0.2%0Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,505 shares; 2025Q1: 19,437 shares; 2025Q2: 18,288 shares; 2025Q3: 16,916 shares; 2025Q4: 14,679 shares; 2026Q1: 8,614 shares 8,614$285K0.2%-6,065Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,077 shares; 2025Q1: 5,085 shares; 2025Q2: 5,098 shares; 2025Q3: 5,238 shares; 2025Q4: 5,071 shares; 2026Q1: 4,368 shares 4,368$270K0.19%-703Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,406 shares; 2025Q1: 5,406 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,773 shares; 2026Q1: 3,888 shares 3,888$266K0.19%+115Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,115 shares; 2025Q1: 7,420 shares; 2025Q2: 7,078 shares; 2025Q3: 7,230 shares; 2025Q4: 7,183 shares; 2026Q1: 5,362 shares 5,362$261K0.18%-1,821Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 683 shares; 2025Q4: 690 shares; 2026Q1: 714 shares 714$255K0.18%+24Timeline
BSSXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,264 shares; 2025Q1: 9,337 shares; 2025Q2: 9,420 shares; 2025Q3: 9,499 shares; 2025Q4: 9,578 shares; 2026Q1: 9,655 shares 9,655$245K0.17%+77Timeline
AMDADVANCED MICRO DEVICES 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: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,196 shares 1,196$243K0.17%+29Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,492 shares; 2025Q1: 2,698 shares; 2025Q2: 2,065 shares; 2025Q3: 2,072 shares; 2025Q4: 2,079 shares; 2026Q1: 2,085 shares 2,085$238K0.17%+6Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,192 shares; 2025Q1: 3,193 shares; 2025Q2: 3,194 shares; 2025Q3: 3,211 shares; 2025Q4: 3,229 shares; 2026Q1: 3,246 shares 3,246$237K0.17%+17Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 456 shares; 2025Q4: 485 shares; 2026Q1: 495 shares 495$237K0.17%+10Timeline
EFAISHARES 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: 2,442 shares; 2025Q3: 2,386 shares; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares 2,430$236K0.17%0Timeline
VXUSVANGUARD STAR 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: 2,947 shares; 2025Q3: 2,987 shares; 2025Q4: 3,000 shares; 2026Q1: 3,020 shares 3,020$233K0.16%+20Timeline
DFUSDIMENSIONAL 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: not reported; 2026Q1: 3,230 shares 3,230$229K0.16%newTimeline
VTEBVANGUARD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,570 shares 4,570$228K0.16%newTimeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,194 shares; 2025Q1: 1,195 shares; 2025Q2: 1,196 shares; 2025Q3: 1,199 shares; 2025Q4: 1,203 shares; 2026Q1: 949 shares 949$228K0.16%-254Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,564 shares; 2025Q1: 8,633 shares; 2025Q2: 8,708 shares; 2025Q3: 8,782 shares; 2025Q4: 8,850 shares; 2026Q1: 8,920 shares 8,920$222K0.16%+70Timeline
ISCGISHARES 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: 4,006 shares; 2025Q4: 4,014 shares; 2026Q1: 4,020 shares 4,020$220K0.16%+6Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,254 shares; 2025Q2: 9,310 shares; 2025Q3: 9,364 shares; 2025Q4: 9,414 shares; 2026Q1: 9,464 shares 9,464$218K0.15%+50Timeline
XOMEXXON MOBIL CORPQuarterly 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: 1,276 shares 1,276$216K0.15%newTimeline
DFSIDIMENSIONAL 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: not reported; 2026Q1: 5,097 shares 5,097$216K0.15%newTimeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,645 shares; 2025Q2: 9,705 shares; 2025Q3: 9,762 shares; 2025Q4: 9,815 shares; 2026Q1: 9,868 shares 9,868$215K0.15%+53Timeline
SMMDISHARES 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: 2,791 shares; 2025Q4: 2,762 shares; 2026Q1: 2,768 shares 2,768$211K0.15%+6Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,684 shares; 2025Q1: 8,736 shares; 2025Q2: 8,790 shares; 2025Q3: 8,844 shares; 2025Q4: 8,896 shares; 2026Q1: 8,947 shares 8,947$209K0.15%+51Timeline
JNJJOHNSON & JOHNSONQuarterly 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: 854 shares 854$209K0.15%newTimeline
TJXTJX COS INC NEWQuarterly 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: 1,305 shares 1,305$208K0.15%newTimeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,512 shares; 2025Q2: 8,566 shares; 2025Q3: 8,617 shares; 2025Q4: 8,666 shares; 2026Q1: 8,715 shares 8,715$206K0.15%+49Timeline
LLYELI LILLY & 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: 209 shares; 2026Q1: 223 shares 223$205K0.14%+14Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
HDHOME DEPOT INC680$234Kshares
VOOVVANGUARD ADMIRAL FDS INC1,024$210Kshares
DIASTATE STR SPDR DOW JONES IND435$209Kshares

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 0002055099-26-000002 base2026-04-29acceptance time not in the bulk data set