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Partners in Financial Planning

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13F filer, CIK 2054264, SALEM, VA

Partners in Financial Planning reported $590,600,139 across 115 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 69.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002054264-26-000001

Period
2025-12-31
Reported value
$591M
Holdings
115
Top 10 weight
69.64%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDXadded+87,137$4.21M
BNDadded+18,689$1.38M
BSVadded+8,265$651K
VTVadded+3,401$650K
MUBadded+5,329$571K

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
VUGreduced-4,898-$2.39M
SPYVreduced-8,185-$465K
IWFreduced-529-$250K
VOEexited-1,353-$236K
MOexited-3,400-$225K

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, Q4 2025

Share positions as resolved from 13F-HR 0002054264-26-000001, largest first. % of portfolio is the value over $590,600,139, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,122 shares; 2024Q4: 853,864 shares; 2025Q1: 865,458 shares; 2025Q2: 900,028 shares; 2025Q3: 965,626 shares; 2025Q4: 984,315 shares 984,315$72.9M12.34%+18,689Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,090 shares; 2024Q4: 143,602 shares; 2025Q1: 144,647 shares; 2025Q2: 142,109 shares; 2025Q3: 138,916 shares; 2025Q4: 134,018 shares 134,018$65.4M11.07%-4,898Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,875 shares; 2024Q4: 294,554 shares; 2025Q1: 304,252 shares; 2025Q2: 300,550 shares; 2025Q3: 301,476 shares; 2025Q4: 304,877 shares 304,877$58.2M9.86%+3,401Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,049 shares; 2024Q4: 940,126 shares; 2025Q1: 972,076 shares; 2025Q2: 1,020,401 shares; 2025Q3: 1,076,345 shares; 2025Q4: 1,163,482 shares 1,163,482$56.2M9.52%+87,137Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,270 shares; 2024Q4: 764,163 shares; 2025Q1: 818,537 shares; 2025Q2: 778,594 shares; 2025Q3: 775,066 shares; 2025Q4: 777,465 shares 777,465$48.6M8.22%+2,399Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,288 shares; 2024Q4: 420,233 shares; 2025Q1: 432,149 shares; 2025Q2: 448,864 shares; 2025Q3: 457,164 shares; 2025Q4: 465,429 shares 465,429$36.7M6.21%+8,265Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,698 shares; 2024Q4: 93,677 shares; 2025Q1: 98,388 shares; 2025Q2: 100,573 shares; 2025Q3: 100,216 shares; 2025Q4: 101,609 shares 101,609$21.5M3.64%+1,393Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,675 shares; 2024Q4: 63,212 shares; 2025Q1: 65,179 shares; 2025Q2: 66,568 shares; 2025Q3: 66,338 shares; 2025Q4: 66,046 shares 66,046$20M3.38%-292Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,176 shares; 2024Q4: 298,956 shares; 2025Q1: 312,440 shares; 2025Q2: 305,905 shares; 2025Q3: 304,473 shares; 2025Q4: 307,263 shares 307,263$16.5M2.8%+2,790Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,223 shares; 2024Q4: 102,045 shares; 2025Q1: 106,343 shares; 2025Q2: 107,052 shares; 2025Q3: 105,931 shares; 2025Q4: 106,656 shares 106,656$15.3M2.59%+725Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,764 shares; 2024Q4: 147,789 shares; 2025Q1: 151,063 shares; 2025Q2: 153,331 shares; 2025Q3: 155,388 shares; 2025Q4: 155,736 shares 155,736$13.8M2.33%+348Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,558 shares; 2024Q4: 215,265 shares; 2025Q1: 213,941 shares; 2025Q2: 286,814 shares; 2025Q3: 286,527 shares; 2025Q4: 290,406 shares 290,406$12.9M2.18%+3,879Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,636 shares; 2024Q4: 35,977 shares; 2025Q1: 36,135 shares; 2025Q2: 36,169 shares; 2025Q3: 35,665 shares; 2025Q4: 35,535 shares 35,535$11.9M2.02%-130Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,818 shares; 2024Q4: 208,982 shares; 2025Q1: 217,100 shares; 2025Q2: 238,192 shares; 2025Q3: 225,063 shares; 2025Q4: 230,186 shares 230,186$11.6M1.96%+5,123Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,422 shares; 2024Q4: 84,962 shares; 2025Q1: 84,273 shares; 2025Q2: 91,451 shares; 2025Q3: 97,955 shares; 2025Q4: 100,240 shares 100,240$10.7M1.81%+2,285Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,495 shares; 2024Q4: 68,050 shares; 2025Q1: 80,307 shares; 2025Q2: 80,364 shares; 2025Q3: 88,946 shares; 2025Q4: 93,834 shares 93,834$7.86M1.33%+4,888Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 10,617 shares; 2025Q1: 10,630 shares; 2025Q2: 10,616 shares; 2025Q3: 10,610 shares; 2025Q4: 10,575 shares 10,575$6.63M1.12%-35Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,842 shares; 2024Q4: 35,518 shares; 2025Q1: 45,202 shares; 2025Q2: 44,517 shares; 2025Q3: 50,484 shares; 2025Q4: 55,813 shares 55,813$5.98M1.01%+5,329Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 32,559 shares; 2025Q1: 31,755 shares; 2025Q2: 43,245 shares; 2025Q3: 42,781 shares; 2025Q4: 42,929 shares 42,929$4.58M0.78%+148Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,226 shares; 2024Q4: 14,260 shares; 2025Q1: 14,308 shares; 2025Q2: 14,308 shares; 2025Q3: 14,113 shares; 2025Q4: 14,162 shares 14,162$4.11M0.7%+49Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,462 shares; 2024Q4: 47,116 shares; 2025Q1: 47,243 shares; 2025Q2: 77,848 shares; 2025Q3: 78,150 shares; 2025Q4: 69,965 shares 69,965$3.97M0.67%-8,185Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,524 shares; 2024Q4: 48,264 shares; 2025Q1: 48,274 shares; 2025Q2: 50,997 shares; 2025Q3: 50,954 shares; 2025Q4: 50,388 shares 50,388$3.91M0.66%-566Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 16,832 shares; 2025Q1: 16,146 shares; 2025Q2: 16,167 shares; 2025Q3: 16,029 shares; 2025Q4: 15,915 shares 15,915$3.33M0.56%-114Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,896 shares; 2024Q4: 64,126 shares; 2025Q1: 64,126 shares; 2025Q2: 69,372 shares; 2025Q3: 68,714 shares; 2025Q4: 68,367 shares 68,367$3.2M0.54%-347Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,014 shares; 2024Q4: 53,580 shares; 2025Q1: 59,358 shares; 2025Q2: 57,565 shares; 2025Q3: 58,343 shares; 2025Q4: 59,439 shares 59,439$2.97M0.5%+1,096Timeline
VFMFVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,096 shares; 2024Q4: 20,903 shares; 2025Q1: 20,619 shares; 2025Q2: 20,019 shares; 2025Q3: 19,917 shares; 2025Q4: 19,646 shares 19,646$2.96M0.5%-271Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,885 shares; 2024Q4: 25,544 shares; 2025Q1: 26,073 shares; 2025Q2: 31,136 shares; 2025Q3: 31,249 shares; 2025Q4: 31,389 shares 31,389$2.86M0.48%+140Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,826 shares; 2024Q4: 8,850 shares; 2025Q1: 8,863 shares; 2025Q2: 8,863 shares; 2025Q3: 8,876 shares; 2025Q4: 8,673 shares 8,673$2.73M0.46%-203Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 8,402 shares; 2025Q1: 8,402 shares; 2025Q2: 8,833 shares; 2025Q3: 9,383 shares; 2025Q4: 9,376 shares 9,376$2.71M0.46%-7Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,620 shares; 2024Q4: 93,263 shares; 2025Q1: 81,883 shares; 2025Q2: 99,985 shares; 2025Q3: 101,619 shares; 2025Q4: 102,333 shares 102,333$2.64M0.45%+714Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,996 shares; 2024Q4: 29,330 shares; 2025Q1: 28,778 shares; 2025Q2: 28,996 shares; 2025Q3: 28,778 shares; 2025Q4: 27,125 shares 27,125$2M0.34%-1,653Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 6,528 shares; 2025Q3: 6,528 shares; 2025Q4: 6,541 shares 6,541$1.78M0.3%+13Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 10,890 shares; 2025Q1: 10,805 shares; 2025Q2: 18,483 shares; 2025Q3: 18,508 shares; 2025Q4: 18,671 shares 18,671$1.76M0.3%+163Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,966 shares; 2025Q1: 6,977 shares; 2025Q2: 6,941 shares; 2025Q3: 6,812 shares; 2025Q4: 6,702 shares 6,702$1.73M0.29%-110Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,840 shares; 2025Q3: 3,841 shares; 2025Q4: 3,312 shares 3,312$1.57M0.27%-529Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,670 shares; 2024Q4: 12,551 shares; 2025Q1: 12,623 shares; 2025Q2: 12,623 shares; 2025Q3: 13,194 shares; 2025Q4: 12,623 shares 12,623$1.52M0.26%-571Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,136 shares; 2024Q4: 50,946 shares; 2025Q1: 49,929 shares; 2025Q2: 47,863 shares; 2025Q3: 48,132 shares; 2025Q4: 50,653 shares 50,653$1.48M0.25%+2,521Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,544 shares; 2024Q4: 18,773 shares; 2025Q1: 17,814 shares; 2025Q2: 17,947 shares; 2025Q3: 18,034 shares; 2025Q4: 18,101 shares 18,101$1.41M0.24%+67Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,231 shares; 2024Q4: 18,634 shares; 2025Q1: 18,834 shares; 2025Q2: 19,160 shares; 2025Q3: 18,536 shares; 2025Q4: 18,517 shares 18,517$1.4M0.24%-19Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares 3,061$1.38M0.23%0Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,155 shares; 2024Q4: 31,328 shares; 2025Q1: 30,432 shares; 2025Q2: 29,568 shares; 2025Q3: 29,138 shares; 2025Q4: 29,976 shares 29,976$1.37M0.23%+838Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 5,897 shares; 2025Q4: 5,911 shares 5,911$1.36M0.23%+14Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,209 shares; 2024Q4: 20,477 shares; 2025Q1: 20,014 shares; 2025Q2: 19,449 shares; 2025Q3: 19,195 shares; 2025Q4: 19,180 shares 19,180$1.33M0.23%-15Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,219 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,593 shares 2,593$1.25M0.21%+24Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,504 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,143 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares 6,970$1.18M0.2%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 7,633 shares; 2025Q4: 7,633 shares 7,633$1.16M0.2%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 18,961 shares; 2025Q1: 18,993 shares; 2025Q2: 19,016 shares; 2025Q3: 19,065 shares; 2025Q4: 19,107 shares 19,107$1.14M0.19%+42Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,566 shares; 2025Q1: 7,486 shares; 2025Q2: 4,954 shares; 2025Q3: 4,954 shares; 2025Q4: 5,033 shares 5,033$1.12M0.19%+79Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 11,166 shares; 2025Q1: 11,026 shares; 2025Q2: 11,060 shares; 2025Q3: 11,610 shares; 2025Q4: 11,659 shares 11,659$1.12M0.19%+49Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,584 shares; 2025Q1: 11,584 shares; 2025Q2: 11,584 shares; 2025Q3: 11,584 shares; 2025Q4: 11,584 shares 11,584$988K0.17%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,417 shares 1,417$970K0.16%+1Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 4,149 shares; 2025Q1: 4,150 shares; 2025Q2: 4,151 shares; 2025Q3: 4,153 shares; 2025Q4: 4,160 shares 4,160$875K0.15%+7Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 1,674 shares 1,674$841K0.14%+5Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,642 shares; 2025Q1: 20,685 shares; 2025Q2: 21,001 shares; 2025Q3: 20,844 shares; 2025Q4: 20,871 shares 20,871$826K0.14%+27Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,579 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,581 shares; 2025Q4: 2,631 shares 2,631$826K0.14%+50Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,898 shares; 2024Q4: 26,869 shares; 2025Q1: 26,920 shares; 2025Q2: 27,171 shares; 2025Q3: 24,729 shares; 2025Q4: 24,881 shares 24,881$814K0.14%+152Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 8,777 shares; 2025Q1: 8,777 shares; 2025Q2: 8,893 shares; 2025Q3: 8,893 shares; 2025Q4: 9,056 shares 9,056$810K0.14%+163Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,382 shares; 2025Q1: 3,778 shares; 2025Q2: 2,556 shares; 2025Q3: 2,584 shares; 2025Q4: 2,586 shares 2,586$797K0.13%+2Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,680 shares; 2024Q4: 13,680 shares; 2025Q1: 14,808 shares; 2025Q2: 14,808 shares; 2025Q3: 14,808 shares; 2025Q4: 14,808 shares 14,808$729K0.12%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,432 shares; 2025Q1: 2,433 shares; 2025Q2: 2,449 shares; 2025Q3: 2,299 shares; 2025Q4: 2,312 shares 2,312$724K0.12%+13Timeline
NKSHNATIONAL BANKSHARES INC VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,580 shares; 2024Q4: 14,580 shares; 2025Q1: 14,580 shares; 2025Q2: 16,011 shares; 2025Q3: 21,431 shares; 2025Q4: 21,431 shares 21,431$719K0.12%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,108 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,275 shares 6,275$699K0.12%+44Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares 4,066$652K0.11%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 919 shares; 2025Q3: 920 shares; 2025Q4: 922 shares 922$628K0.11%+2Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 2,142 shares 2,142$615K0.1%+1,428Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 838 shares; 2025Q1: 936 shares; 2025Q2: 924 shares; 2025Q3: 930 shares; 2025Q4: 930 shares 930$608K0.1%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,487 shares; 2025Q1: 4,017 shares; 2025Q2: 4,023 shares; 2025Q3: 4,030 shares; 2025Q4: 4,038 shares 4,038$579K0.1%+8Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,816 shares; 2024Q4: 15,816 shares; 2025Q1: 15,816 shares; 2025Q2: 15,816 shares; 2025Q3: 15,816 shares; 2025Q4: 15,816 shares 15,816$573K0.1%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 5,666 shares; 2025Q1: 5,656 shares; 2025Q2: 5,671 shares; 2025Q3: 5,687 shares; 2025Q4: 5,708 shares 5,708$570K0.1%+21Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,349 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350$567K0.1%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,690 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares 2,590$536K0.09%0Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,553 shares; 2025Q4: 7,073 shares 7,073$534K0.09%+3,520Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 8,871 shares; 2025Q1: 7,976 shares; 2025Q2: 7,976 shares; 2025Q3: 7,976 shares; 2025Q4: 7,976 shares 7,976$508K0.09%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares 1,612$493K0.08%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,549 shares; 2025Q3: 14,655 shares; 2025Q4: 14,750 shares 14,750$480K0.08%+95Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,143 shares; 2024Q4: 5,905 shares; 2025Q1: 5,906 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,888 shares 5,888$467K0.08%0Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,368 shares; 2025Q1: 12,368 shares; 2025Q2: 12,368 shares; 2025Q3: 12,368 shares; 2025Q4: 12,368 shares 12,368$454K0.08%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares 2,163$444K0.08%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 3,840 shares; 2025Q1: 3,590 shares; 2025Q2: 3,592 shares; 2025Q3: 3,595 shares; 2025Q4: 3,597 shares 3,597$443K0.08%+2Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600$441K0.07%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,404 shares; 2025Q4: 3,204 shares 3,204$439K0.07%-200Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 9,446 shares; 2025Q1: 9,462 shares; 2025Q2: 9,542 shares; 2025Q3: 9,562 shares; 2025Q4: 8,729 shares 8,729$436K0.07%-833Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,888 shares; 2025Q4: 1,888 shares 1,888$432K0.07%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,449 shares; 2025Q3: 12,504 shares; 2025Q4: 12,558 shares 12,558$413K0.07%+54Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 2,910 shares; 2025Q3: 2,911 shares; 2025Q4: 2,914 shares 2,914$411K0.07%+3Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,333 shares; 2025Q3: 12,363 shares; 2025Q4: 12,403 shares 12,403$409K0.07%+40Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617$407K0.07%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,645 shares 1,645$399K0.07%+100Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares 1,111$385K0.07%0Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares 4,831$376K0.06%newTimeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,379 shares; 2025Q4: 1,313 shares 1,313$367K0.06%-66Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 5,422 shares; 2025Q1: 5,428 shares; 2025Q2: 5,435 shares; 2025Q3: 5,442 shares; 2025Q4: 5,453 shares 5,453$360K0.06%+11Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares 2,799$351K0.06%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,345 shares; 2025Q1: 5,345 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 6,131 shares 6,131$335K0.06%+780Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 3,631 shares 3,631$318K0.05%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 13,282 shares; 2025Q1: 12,854 shares; 2025Q2: 12,986 shares; 2025Q3: 13,118 shares; 2025Q4: 13,294 shares 13,294$311K0.05%+176Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,317 shares 1,317$301K0.05%+1Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,396 shares; 2025Q1: 1,365 shares; 2025Q2: 1,369 shares; 2025Q3: 1,372 shares; 2025Q4: 1,373 shares 1,373$291K0.05%+1Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares; 2025Q4: 1,577 shares 1,577$289K0.05%+18Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$278K0.05%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 2,853 shares; 2025Q1: 2,844 shares; 2025Q2: 2,294 shares; 2025Q3: 2,296 shares; 2025Q4: 2,297 shares 2,297$276K0.05%+1Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,379 shares; 2025Q4: 2,919 shares 2,919$261K0.04%+540Timeline
CARECARTER BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,653 shares; 2024Q4: 14,547 shares; 2025Q1: 14,547 shares; 2025Q2: 14,547 shares; 2025Q3: 14,547 shares; 2025Q4: 12,862 shares 12,862$253K0.04%-1,685Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares 4,045$243K0.04%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,738 shares 3,738$241K0.04%newTimeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611$236K0.04%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares; 2025Q3: 3,474 shares; 2025Q4: 3,479 shares 3,479$234K0.04%+5Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,269 shares; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,259 shares; 2025Q4: 1,261 shares 1,261$228K0.04%+2Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares 280$227K0.04%0Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,225 shares; 2025Q4: 6,238 shares 6,238$220K0.04%+13Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 8,835 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 8,604 shares; 2025Q4: 8,604 shares 8,604$214K0.04%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,525 shares 3,525$211K0.04%newTimeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525$211K0.04%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares 2,386$208K0.04%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,655 shares 1,655$200K0.03%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
VOEVANGUARD INDEX FDS1,353$236Kshares
MOALTRIA GROUP INC3,400$225Kshares
MDLZMONDELEZ INTL INC3,556$222Kshares
DDOMINION ENERGY INC3,273$200Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002054264-26-000001 base2026-02-02acceptance time not in the bulk data set