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SUTTON PLACE INVESTORS LLC

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13F filer, CIK 1930301, ARMONK, NY

SUTTON PLACE INVESTORS LLC reported $166,167,710 across 118 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 42.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000909

Period
2025-06-30
Reported value
$166M
Holdings
118
Top 10 weight
42.26%
New
16
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
THROnew+26,994$960K
EFVadded+13,036$828K
IEMGadded+12,858$772K
TJXnew+4,928$609K
XTENadded+12,617$582K

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
SPYMreduced-26,975-$1.96M
EMXCexited-13,723-$756K
UNHexited-956-$501K
IUSBreduced-10,513-$486K
EFGreduced-3,799-$425K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000909, largest first. % of portfolio is the value over $166,167,710, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,364 shares; 2024Q4: 169,492 shares; 2025Q1: 170,098 shares; 2025Q2: 170,180 shares 170,180$11.4M6.86%+82Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,701 shares; 2024Q4: 256,663 shares; 2025Q1: 255,600 shares; 2025Q2: 263,777 shares 263,777$9.12M5.49%+8,177Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,761 shares; 2024Q4: 232,785 shares; 2025Q1: 231,555 shares; 2025Q2: 234,158 shares 234,158$8.39M5.05%+2,603Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,439 shares; 2024Q4: 190,724 shares; 2025Q1: 189,793 shares; 2025Q2: 180,979 shares 180,979$7.65M4.6%-8,814Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,285 shares; 2024Q4: 135,757 shares; 2025Q1: 128,307 shares; 2025Q2: 101,332 shares 101,332$7.37M4.43%-26,975Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares 10$7.29M4.39%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,911 shares; 2024Q4: 42,911 shares; 2025Q1: 43,152 shares; 2025Q2: 43,045 shares 43,045$5.81M3.5%-107Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,524 shares; 2024Q4: 178,136 shares; 2025Q1: 178,229 shares; 2025Q2: 181,273 shares 181,273$5.25M3.16%+3,044Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,122 shares; 2025Q1: 9,764 shares; 2025Q2: 9,785 shares 9,785$4.29M2.58%+21Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,710 shares; 2024Q4: 35,251 shares; 2025Q1: 18,640 shares; 2025Q2: 17,811 shares 17,811$3.65M2.2%-829Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 7,822 shares; 2025Q1: 6,669 shares; 2025Q2: 7,146 shares 7,146$3.55M2.14%+477Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,469 shares; 2024Q4: 14,730 shares; 2025Q1: 16,789 shares; 2025Q2: 17,457 shares 17,457$3.19M1.92%+668Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,598 shares; 2024Q4: 16,028 shares; 2025Q1: 16,819 shares; 2025Q2: 18,884 shares 18,884$2.98M1.8%+2,065Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,225 shares; 2024Q4: 38,172 shares; 2025Q1: 31,212 shares; 2025Q2: 44,248 shares 44,248$2.81M1.69%+13,036Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,081 shares; 2024Q4: 25,181 shares; 2025Q1: 27,375 shares; 2025Q2: 27,491 shares 27,491$2.58M1.56%+116Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,122 shares; 2024Q4: 29,122 shares; 2025Q1: 29,122 shares; 2025Q2: 29,010 shares 29,010$2.46M1.48%-112Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,499 shares; 2024Q4: 24,058 shares; 2025Q1: 24,641 shares; 2025Q2: 20,975 shares 20,975$2.31M1.39%-3,666Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,569 shares; 2024Q4: 39,863 shares; 2025Q1: 40,884 shares; 2025Q2: 42,204 shares 42,204$2.3M1.38%+1,320Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,995 shares; 2024Q4: 115,978 shares; 2025Q1: 115,978 shares; 2025Q2: 119,647 shares 119,647$2.27M1.37%+3,669Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 18,892 shares; 2025Q1: 19,988 shares; 2025Q2: 20,192 shares 20,192$2.26M1.36%+204Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,831 shares; 2024Q4: 15,047 shares; 2025Q1: 6,550 shares; 2025Q2: 7,064 shares 7,064$2.05M1.23%+514Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 8,190 shares; 2025Q1: 7,548 shares; 2025Q2: 9,318 shares 9,318$2.04M1.23%+1,770Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,908 shares; 2024Q4: 31,550 shares; 2025Q1: 31,941 shares; 2025Q2: 31,666 shares 31,666$2.02M1.21%-275Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,220 shares; 2024Q4: 20,220 shares; 2025Q1: 20,220 shares; 2025Q2: 20,314 shares 20,314$1.92M1.16%+94Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,225 shares; 2025Q1: 8,852 shares; 2025Q2: 9,480 shares 9,480$1.85M1.11%+628Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,126 shares; 2024Q4: 39,758 shares; 2025Q1: 40,167 shares; 2025Q2: 38,544 shares 38,544$1.85M1.11%-1,623Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,572 shares; 2024Q4: 52,835 shares; 2025Q1: 49,840 shares; 2025Q2: 39,327 shares 39,327$1.82M1.09%-10,513Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,853 shares; 2025Q1: 2,912 shares; 2025Q2: 2,932 shares 2,932$1.81M1.09%+20Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,865 shares; 2024Q4: 88,065 shares; 2025Q1: 85,850 shares; 2025Q2: 73,638 shares 73,638$1.71M1.03%-12,212Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 7,862 shares; 2025Q1: 13,479 shares; 2025Q2: 26,337 shares 26,337$1.58M0.95%+12,858Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,038 shares; 2025Q1: 1,753 shares; 2025Q2: 2,037 shares 2,037$1.5M0.9%+284Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 23,097 shares; 2025Q1: 15,035 shares; 2025Q2: 11,236 shares 11,236$1.26M0.76%-3,799Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,416 shares; 2024Q4: 15,394 shares; 2025Q1: 15,336 shares; 2025Q2: 16,334 shares 16,334$1.22M0.74%+998Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,864 shares; 2025Q1: 2,303 shares; 2025Q2: 2,510 shares 2,510$1.22M0.73%+207Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,915 shares; 2024Q4: 17,218 shares; 2025Q1: 17,247 shares; 2025Q2: 17,385 shares 17,385$1.21M0.73%+138Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,556 shares; 2025Q2: 26,173 shares 26,173$1.21M0.73%+12,617Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,246 shares; 2024Q4: 39,241 shares; 2025Q1: 39,241 shares; 2025Q2: 38,372 shares 38,372$1.19M0.72%-869Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,611 shares; 2024Q4: 16,611 shares; 2025Q1: 18,350 shares; 2025Q2: 27,109 shares 27,109$1.16M0.7%+8,759Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 16,885 shares; 2025Q1: 10,611 shares; 2025Q2: 10,532 shares 10,532$1.14M0.68%-79Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 2,348 shares; 2025Q1: 2,867 shares; 2025Q2: 3,487 shares 3,487$1.11M0.67%+620Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,311 shares; 2025Q1: 5,311 shares; 2025Q2: 5,311 shares 5,311$1.09M0.65%0Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 31,911 shares; 2025Q1: 31,902 shares; 2025Q2: 36,049 shares 36,049$1.06M0.64%+4,147Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,873 shares; 2025Q1: 3,070 shares; 2025Q2: 3,845 shares 3,845$1.06M0.64%+775Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,683 shares; 2025Q1: 6,706 shares; 2025Q2: 6,062 shares 6,062$1.05M0.63%-644Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,639 shares; 2025Q2: 19,586 shares 19,586$1.02M0.61%+6,947Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,395 shares; 2025Q2: 3,230 shares 3,230$983K0.59%-165Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,994 shares 26,994$960K0.58%newTimeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 10,115 shares; 2025Q1: 11,072 shares; 2025Q2: 11,074 shares 11,074$953K0.57%+2Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 6,109 shares; 2025Q1: 4,400 shares; 2025Q2: 5,247 shares 5,247$925K0.56%+847Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,951 shares; 2025Q1: 4,965 shares; 2025Q2: 4,965 shares 4,965$878K0.53%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 11,674 shares; 2025Q1: 9,679 shares; 2025Q2: 9,166 shares 9,166$861K0.52%-513Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 13,028 shares; 2025Q1: 13,172 shares; 2025Q2: 12,635 shares 12,635$828K0.5%-537Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 8,537 shares; 2025Q1: 8,677 shares; 2025Q2: 8,860 shares 8,860$808K0.49%+183Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,016 shares; 2025Q1: 5,771 shares; 2025Q2: 5,764 shares 5,764$780K0.47%-7Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,273 shares; 2024Q4: 12,758 shares; 2025Q1: 9,322 shares; 2025Q2: 9,153 shares 9,153$764K0.46%-169Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 376 shares; 2025Q1: 438 shares; 2025Q2: 545 shares 545$730K0.44%+107Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,818 shares; 2024Q4: 23,024 shares; 2025Q1: 23,108 shares; 2025Q2: 27,044 shares 27,044$726K0.44%+3,936Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,642 shares; 2024Q4: 13,730 shares; 2025Q1: 13,922 shares; 2025Q2: 13,312 shares 13,312$703K0.42%-610Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,985 shares; 2025Q1: 5,906 shares; 2025Q2: 6,015 shares 6,015$677K0.41%+109Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 14,899 shares; 2025Q1: 12,784 shares; 2025Q2: 12,195 shares 12,195$666K0.4%-589Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 30,156 shares; 2025Q1: 30,165 shares; 2025Q2: 30,611 shares 30,611$627K0.38%+446Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,780 shares; 2025Q1: 3,184 shares; 2025Q2: 3,530 shares 3,530$626K0.38%+346Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,155 shares; 2024Q4: 17,382 shares; 2025Q1: not reported; 2025Q2: 4,928 shares 4,928$609K0.37%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 6,049 shares; 2025Q1: 3,944 shares; 2025Q2: 5,529 shares 5,529$578K0.35%+1,585Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,217 shares 4,217$572K0.34%-7Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,935 shares 10,935$559K0.34%newTimeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,414 shares; 2025Q1: 14,591 shares; 2025Q2: 19,853 shares 19,853$556K0.33%+5,262Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,649 shares; 2025Q1: 7,172 shares; 2025Q2: 7,418 shares 7,418$515K0.31%+246Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,938 shares; 2025Q1: 16,938 shares; 2025Q2: 16,851 shares 16,851$503K0.3%-87Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,947 shares; 2025Q1: 1,647 shares; 2025Q2: 1,659 shares 1,659$489K0.29%+12Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,924 shares; 2025Q1: 3,289 shares; 2025Q2: 3,098 shares 3,098$473K0.28%-191Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,019 shares; 2025Q1: 1,166 shares; 2025Q2: 1,309 shares 1,309$465K0.28%+143Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 2,456 shares; 2025Q1: 1,666 shares; 2025Q2: 1,764 shares 1,764$454K0.27%+98Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,603 shares; 2024Q4: 17,530 shares; 2025Q1: not reported; 2025Q2: 5,709 shares 5,709$452K0.27%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 700 shares; 2025Q1: 658 shares; 2025Q2: 691 shares 691$429K0.26%+33Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,365 shares; 2024Q4: 8,867 shares; 2025Q1: 8,855 shares; 2025Q2: 8,540 shares 8,540$425K0.26%-315Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 7,662 shares; 2025Q1: 8,471 shares; 2025Q2: 8,970 shares 8,970$424K0.26%+499Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 4,912 shares; 2025Q1: 4,200 shares; 2025Q2: 4,339 shares 4,339$424K0.26%+139Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,781 shares; 2025Q1: 10,726 shares; 2025Q2: 8,114 shares 8,114$398K0.24%-2,612Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,253 shares; 2025Q1: 515 shares; 2025Q2: 507 shares 507$395K0.24%-8Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 9,233 shares; 2025Q1: 8,466 shares; 2025Q2: 7,539 shares 7,539$393K0.24%-927Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,468 shares 13,468$389K0.23%newTimeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,223 shares; 2025Q1: 7,482 shares; 2025Q2: 7,087 shares 7,087$380K0.23%-395Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 296 shares; 2025Q1: 344 shares; 2025Q2: 376 shares 376$372K0.22%+32Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 9,275 shares; 2025Q1: 8,409 shares; 2025Q2: 8,034 shares 8,034$371K0.22%-375Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 548 shares; 2025Q1: 634 shares; 2025Q2: 650 shares 650$365K0.22%+16Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,144 shares; 2025Q1: 7,443 shares; 2025Q2: 5,517 shares 5,517$361K0.22%-1,926Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 577 shares; 2025Q2: 649 shares 649$358K0.22%+72Timeline
BBMCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,504 shares; 2025Q1: 3,694 shares; 2025Q2: 3,629 shares 3,629$354K0.21%-65Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 8,657 shares; 2025Q1: 7,987 shares; 2025Q2: 7,460 shares 7,460$351K0.21%-527Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,470 shares; 2025Q1: 1,518 shares; 2025Q2: 1,533 shares 1,533$347K0.21%+15Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 1,835 shares 1,835$334K0.2%+341Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,656 shares; 2025Q1: 8,805 shares; 2025Q2: 10,454 shares 10,454$314K0.19%+1,649Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,299 shares; 2025Q1: 757 shares; 2025Q2: 813 shares 813$298K0.18%+56Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,869 shares; 2025Q1: 8,033 shares; 2025Q2: 8,610 shares 8,610$283K0.17%+577Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 913 shares; 2025Q2: 913 shares 913$277K0.17%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,224 shares 2,224$276K0.17%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 515 shares 515$273K0.16%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,246 shares 1,246$272K0.16%newTimeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,725 shares; 2025Q1: 2,579 shares; 2025Q2: 2,558 shares 2,558$272K0.16%-21Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares 1,300$271K0.16%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares 1,974$269K0.16%newTimeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares 947$262K0.16%0Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,375 shares; 2025Q1: 6,440 shares; 2025Q2: 6,567 shares 6,567$258K0.16%+127Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares 3,201$256K0.15%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,048 shares; 2025Q2: 8,855 shares 8,855$256K0.15%+807Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,085 shares; 2024Q4: 24,965 shares; 2025Q1: 24,299 shares; 2025Q2: 23,504 shares 23,504$255K0.15%-795Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,068 shares; 2025Q2: 7,423 shares 7,423$244K0.15%+355Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 8,361 shares; 2025Q1: 8,833 shares; 2025Q2: 9,659 shares 9,659$234K0.14%+826Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 4,431 shares; 2025Q1: 1,657 shares; 2025Q2: 1,604 shares 1,604$230K0.14%-53Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,847 shares; 2024Q4: 12,967 shares; 2025Q1: 1,269 shares; 2025Q2: 1,426 shares 1,426$227K0.14%+157Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares 786$214K0.13%newTimeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,509 shares 2,509$212K0.13%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares 2,241$209K0.13%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,530 shares; 2025Q1: not reported; 2025Q2: 2,931 shares 2,931$207K0.12%newTimeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,096 shares; 2024Q4: 7,096 shares; 2025Q1: not reported; 2025Q2: 6,945 shares 6,945$204K0.12%newTimeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,348 shares; 2025Q2: 2,176 shares 2,176$202K0.12%-172Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares 3,165$200K0.12%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
EMXCISHARES INC13,723$756Kshares
UNHUNITEDHEALTH GROUP INC956$501Kshares
HEFAISHARES TR9,076$329Kshares
ABBVABBVIE INC1,084$227Kshares

How Q2 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 0001951757-25-000909 base2025-07-22acceptance time not in the bulk data set