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rebel Financial LLC

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13F filer, CIK 2077940, GROVEPORT, OH

rebel Financial LLC reported $234,053,380 across 65 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-03-27. Its ten largest share positions make up 45.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002077940-26-000001

Period
2025-12-31
Reported value
$234M
Holdings
65
Top 10 weight
45.61%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYVadded+275,418$15.6M
AGGadded+141,986$14.2M
SCHVadded+468,644$13.9M
VUGadded+24,447$11.9M
BIVadded+144,040$11.2M

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

None.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002077940-26-000001, largest first. % of portfolio is the value over $234,053,380, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 266,579 shares; 2025Q3: 0 shares; 2025Q4: 275,418 shares 275,418$15.6M6.69%+275,418Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 131,214 shares; 2025Q3: 0 shares; 2025Q4: 141,986 shares 141,986$14.2M6.06%+141,986Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 477,459 shares; 2025Q3: 0 shares; 2025Q4: 468,644 shares 468,644$13.9M5.93%+468,644Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,652 shares; 2025Q3: 0 shares; 2025Q4: 24,447 shares 24,447$11.9M5.1%+24,447Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 136,077 shares; 2025Q3: 0 shares; 2025Q4: 144,040 shares 144,040$11.2M4.79%+144,040Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 241,232 shares; 2025Q3: 0 shares; 2025Q4: 237,698 shares 237,698$10.6M4.52%+237,698Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 147,756 shares; 2025Q3: 0 shares; 2025Q4: 175,141 shares 175,141$8.46M3.62%+175,141Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 101,168 shares; 2025Q3: 0 shares; 2025Q4: 99,792 shares 99,792$8.23M3.52%+99,792Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 85,502 shares; 2025Q3: 0 shares; 2025Q4: 82,407 shares 82,407$6.35M2.71%+82,407Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 267,556 shares; 2025Q3: 0 shares; 2025Q4: 279,541 shares 279,541$6.3M2.69%+279,541Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 130,634 shares; 2025Q3: 0 shares; 2025Q4: 129,147 shares 129,147$6.18M2.64%+129,147Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 119,697 shares; 2025Q3: 0 shares; 2025Q4: 113,971 shares 113,971$6.13M2.62%+113,971Timeline
GRNBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 214,842 shares; 2025Q3: 0 shares; 2025Q4: 232,929 shares 232,929$5.67M2.42%+232,929Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39,940 shares; 2025Q3: 0 shares; 2025Q4: 40,831 shares 40,831$5.59M2.39%+40,831Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 230,338 shares; 2025Q3: 0 shares; 2025Q4: 237,905 shares 237,905$5.08M2.17%+237,905Timeline
SPWOSP FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 179,919 shares; 2025Q3: 0 shares; 2025Q4: 174,674 shares 174,674$4.77M2.04%+174,674Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 181,204 shares; 2025Q3: 0 shares; 2025Q4: 183,684 shares 183,684$4.74M2.03%+183,684Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 104,466 shares; 2025Q3: 0 shares; 2025Q4: 101,204 shares 101,204$4.49M1.92%+101,204Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 112,614 shares; 2025Q3: 0 shares; 2025Q4: 118,492 shares 118,492$4.36M1.86%+118,492Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 71,998 shares; 2025Q3: 0 shares; 2025Q4: 70,539 shares 70,539$4.04M1.73%+70,539Timeline
SPSKTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 212,431 shares; 2025Q3: 0 shares; 2025Q4: 217,515 shares 217,515$3.97M1.7%+217,515Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 58,765 shares; 2025Q3: 0 shares; 2025Q4: 59,634 shares 59,634$3.92M1.67%+59,634Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 91,145 shares; 2025Q3: 0 shares; 2025Q4: 86,244 shares 86,244$3.89M1.66%+86,244Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 59,822 shares; 2025Q3: 0 shares; 2025Q4: 60,159 shares 60,159$3.73M1.59%+60,159Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,577 shares; 2025Q3: 0 shares; 2025Q4: 13,260 shares 13,260$3.7M1.58%+13,260Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,105 shares; 2025Q3: 0 shares; 2025Q4: 47,084 shares 47,084$3.65M1.56%+47,084Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 141,741 shares; 2025Q3: 0 shares; 2025Q4: 146,985 shares 146,985$3.59M1.53%+146,985Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,794 shares; 2025Q3: 0 shares; 2025Q4: 34,270 shares 34,270$3.49M1.49%+34,270Timeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 68,541 shares; 2025Q3: 0 shares; 2025Q4: 67,043 shares 67,043$3.42M1.46%+67,043Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 84,809 shares; 2025Q3: 0 shares; 2025Q4: 77,389 shares 77,389$3.42M1.46%+77,389Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,240 shares; 2025Q3: 0 shares; 2025Q4: 15,962 shares 15,962$3.38M1.44%+15,962Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38,379 shares; 2025Q3: 0 shares; 2025Q4: 35,998 shares 35,998$3.34M1.43%+35,998Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,963 shares; 2025Q3: 0 shares; 2025Q4: 16,611 shares 16,611$2.95M1.26%+16,611Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,152 shares; 2025Q3: 0 shares; 2025Q4: 9,752 shares 9,752$2.95M1.26%+9,752Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,826 shares; 2025Q3: 0 shares; 2025Q4: 55,450 shares 55,450$2.55M1.09%+55,450Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 60,222 shares; 2025Q3: 0 shares; 2025Q4: 59,724 shares 59,724$2.54M1.09%+59,724Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,618 shares; 2025Q3: 0 shares; 2025Q4: 26,332 shares 26,332$2.5M1.07%+26,332Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 91,643 shares; 2025Q3: 0 shares; 2025Q4: 99,045 shares 99,045$2.14M0.91%+99,045Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,911 shares; 2025Q3: 0 shares; 2025Q4: 10,707 shares 10,707$2.04M0.87%+10,707Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,992 shares; 2025Q3: 0 shares; 2025Q4: 13,688 shares 13,688$1.46M0.62%+13,688Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,094 shares; 2025Q3: 0 shares; 2025Q4: 31,596 shares 31,596$1.25M0.53%+31,596Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,542 shares; 2025Q3: 0 shares; 2025Q4: 28,401 shares 28,401$1.11M0.47%+28,401Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,010 shares; 2025Q3: 0 shares; 2025Q4: 21,642 shares 21,642$1.03M0.44%+21,642Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,361 shares; 2025Q3: 0 shares; 2025Q4: 15,756 shares 15,756$938K0.4%+15,756Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,777 shares 37,777$845K0.36%newTimeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,762 shares; 2025Q3: 0 shares; 2025Q4: 25,724 shares 25,724$838K0.36%+25,724Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,057 shares; 2025Q3: 0 shares; 2025Q4: 19,372 shares 19,372$668K0.29%+19,372Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 13,577 shares 13,577$639K0.27%+13,577Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 7,612 shares 7,612$638K0.27%+7,612Timeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,177 shares; 2025Q3: 0 shares; 2025Q4: 5,785 shares 5,785$556K0.24%+5,785Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,469 shares; 2025Q3: 0 shares; 2025Q4: 16,765 shares 16,765$552K0.24%+16,765Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,164 shares; 2025Q3: 0 shares; 2025Q4: 3,251 shares 3,251$497K0.21%+3,251Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,379 shares; 2025Q3: 0 shares; 2025Q4: 6,797 shares 6,797$466K0.2%+6,797Timeline
EEMXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,777 shares; 2025Q3: 0 shares; 2025Q4: 9,948 shares 9,948$424K0.18%+9,948Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,683 shares; 2025Q3: 0 shares; 2025Q4: 7,119 shares 7,119$395K0.17%+7,119Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,473 shares 15,473$388K0.17%newTimeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,342 shares; 2025Q3: 0 shares; 2025Q4: 4,595 shares 4,595$378K0.16%+4,595Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,477 shares; 2025Q3: 0 shares; 2025Q4: 4,608 shares 4,608$368K0.16%+4,608Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,208 shares; 2025Q3: 0 shares; 2025Q4: 1,237 shares 1,237$336K0.14%+1,237Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,849 shares; 2025Q3: 0 shares; 2025Q4: 3,341 shares 3,341$331K0.14%+3,341Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,612 shares; 2025Q3: 0 shares; 2025Q4: 7,667 shares 7,667$251K0.11%+7,667Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,171 shares; 2025Q3: 0 shares; 2025Q4: 3,171 shares 3,171$235K0.1%+3,171Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,847 shares; 2025Q3: 0 shares; 2025Q4: 4,869 shares 4,869$233K0.1%+4,869Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 325 shares; 2025Q3: 0 shares; 2025Q4: 298 shares 298$204K0.09%+298Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,759 shares 13,759$27.9K0.01%newTimeline

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 0002077940-26-000001 base2026-03-27acceptance time not in the bulk data set