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tru Independence LLC

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13F filer, CIK 1785445, PORTLAND, OR

tru Independence LLC reported $228,659,103 across 108 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 64.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001785445-26-000003

Period
2026-06-30
Reported value
$229M
Holdings
108
Top 10 weight
64.41%
New
8
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGTadded+22,628$2.7M
FBNDadded+41,520$1.89M
FTCSadded+13,849$1.3M
HGERadded+14,986$440K
CGGRadded+9,033$426K

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
FESMreduced-8,775-$424K
BITWexited-4,870-$217K
JPMreduced-638-$209K
PFEexited-7,163-$201K
QGRWreduced-3,019-$199K

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 2026

Share positions as resolved from 13F-HR 0001785445-26-000003, largest first. % of portfolio is the value over $228,659,103, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,468 shares; 2024Q4: 316,069 shares; 2025Q1: 451,863 shares; 2025Q2: 460,781 shares; 2025Q3: 480,264 shares; 2025Q4: 508,034 shares; 2026Q1: 528,063 shares; 2026Q2: 534,791 shares 534,791$23.7M10.37%+6,728Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,061 shares; 2024Q4: 146,903 shares; 2025Q1: 212,635 shares; 2025Q2: 221,996 shares; 2025Q3: 233,631 shares; 2025Q4: 247,244 shares; 2026Q1: 257,442 shares; 2026Q2: 260,568 shares 260,568$21.1M9.24%+3,126Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,375 shares; 2024Q4: 265,082 shares; 2025Q1: 304,190 shares; 2025Q2: 317,663 shares; 2025Q3: 339,126 shares; 2025Q4: 375,741 shares; 2026Q1: 394,207 shares; 2026Q2: 435,727 shares 435,727$19.8M8.67%+41,520Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,792 shares; 2024Q4: 138,248 shares; 2025Q1: 150,353 shares; 2025Q2: 153,760 shares; 2025Q3: 163,905 shares; 2025Q4: 177,567 shares; 2026Q1: 185,321 shares; 2026Q2: 199,170 shares 199,170$18.7M8.18%+13,849Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,110 shares; 2024Q4: 480,755 shares; 2025Q1: 359,175 shares; 2025Q2: 362,105 shares; 2025Q3: 376,356 shares; 2025Q4: 389,220 shares; 2026Q1: 385,357 shares; 2026Q2: 387,793 shares 387,793$16M7%+2,436Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,007 shares; 2024Q4: 155,118 shares; 2025Q1: 177,138 shares; 2025Q2: 176,087 shares; 2025Q3: 179,080 shares; 2025Q4: 183,393 shares; 2026Q1: 199,034 shares; 2026Q2: 196,015 shares 196,015$12.9M5.66%-3,019Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,843 shares; 2025Q2: 161,996 shares; 2025Q3: 173,932 shares; 2025Q4: 195,358 shares; 2026Q1: 214,628 shares; 2026Q2: 223,661 shares 223,661$10.6M4.62%+9,033Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,281 shares; 2024Q4: 34,783 shares; 2025Q1: 34,982 shares; 2025Q2: 38,021 shares; 2025Q3: 38,322 shares; 2025Q4: 38,206 shares; 2026Q1: 35,352 shares; 2026Q2: 35,424 shares 35,424$10.3M4.48%+72Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166,663 shares; 2025Q2: 201,657 shares; 2025Q3: 221,520 shares; 2025Q4: 262,957 shares; 2026Q1: 231,524 shares; 2026Q2: 246,510 shares 246,510$7.23M3.16%+14,986Timeline
XCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,150 shares; 2025Q2: 145,724 shares; 2025Q3: 155,649 shares; 2025Q4: 177,948 shares; 2026Q1: 205,292 shares; 2026Q2: 218,648 shares 218,648$6.93M3.03%+13,356Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 4,448 shares; 2025Q1: 51,827 shares; 2025Q2: 53,398 shares; 2025Q3: 53,681 shares; 2025Q4: 54,527 shares; 2026Q1: 51,836 shares; 2026Q2: 51,864 shares 51,864$6.91M3.02%+28Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,362 shares; 2025Q3: 94,425 shares; 2025Q4: 125,563 shares; 2026Q1: 131,354 shares; 2026Q2: 122,579 shares 122,579$5.92M2.59%-8,775Timeline
INCOCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,068 shares; 2025Q2: 56,975 shares; 2025Q3: 62,365 shares; 2025Q4: 70,265 shares; 2026Q1: 85,265 shares; 2026Q2: 91,235 shares 91,235$5.44M2.38%+5,970Timeline
HISFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,515 shares; 2024Q4: 56,646 shares; 2025Q1: 55,303 shares; 2025Q2: 58,583 shares; 2025Q3: 60,023 shares; 2025Q4: 65,472 shares; 2026Q1: 70,968 shares; 2026Q2: 76,080 shares 76,080$3.37M1.47%+5,112Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 3,803 shares; 2025Q1: 3,808 shares; 2025Q2: 3,812 shares; 2025Q3: 3,802 shares; 2025Q4: 3,660 shares; 2026Q1: 3,368 shares; 2026Q2: 25,996 shares 25,996$3.11M1.36%+22,628Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,663 shares; 2024Q4: 3,510 shares; 2025Q1: 3,491 shares; 2025Q2: 3,424 shares; 2025Q3: 4,003 shares; 2025Q4: 4,237 shares; 2026Q1: 4,091 shares; 2026Q2: 4,017 shares 4,017$3.01M1.32%-74Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,769 shares; 2024Q4: 39,471 shares; 2025Q1: 40,710 shares; 2025Q2: 42,219 shares; 2025Q3: 42,524 shares; 2025Q4: 43,936 shares; 2026Q1: 52,951 shares; 2026Q2: 56,398 shares 56,398$2.85M1.25%+3,447Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,334 shares; 2024Q4: 10,425 shares; 2025Q1: 10,438 shares; 2025Q2: 11,618 shares; 2025Q3: 13,470 shares; 2025Q4: 15,392 shares; 2026Q1: 7,376 shares; 2026Q2: 7,338 shares 7,338$2.74M1.2%-38Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 3,534 shares; 2025Q1: 3,544 shares; 2025Q2: 3,558 shares; 2025Q3: 3,740 shares; 2025Q4: 4,962 shares; 2026Q1: 4,784 shares; 2026Q2: 4,736 shares 4,736$2.37M1.04%-48Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,838 shares; 2025Q2: 12,502 shares; 2025Q3: 15,625 shares; 2025Q4: 14,751 shares; 2026Q1: 17,000 shares; 2026Q2: 16,834 shares 16,834$1.48M0.65%-166Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,327 shares; 2025Q1: 1,353 shares; 2025Q2: 2,984 shares; 2025Q3: 3,250 shares; 2025Q4: 3,262 shares; 2026Q1: 3,419 shares; 2026Q2: 3,426 shares 3,426$1.27M0.55%+7Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,548 shares; 2024Q4: 33,543 shares; 2025Q1: 32,601 shares; 2025Q2: 31,666 shares; 2025Q3: 31,382 shares; 2025Q4: 30,628 shares; 2026Q1: 27,989 shares; 2026Q2: 26,030 shares 26,030$1.25M0.55%-1,959Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,677 shares; 2024Q4: 31,039 shares; 2025Q1: 30,573 shares; 2025Q2: 30,776 shares; 2025Q3: 30,572 shares; 2025Q4: 29,883 shares; 2026Q1: 29,137 shares; 2026Q2: 28,915 shares 28,915$1.25M0.55%-222Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 3,975 shares; 2025Q1: 3,938 shares; 2025Q2: 4,196 shares; 2025Q3: 4,617 shares; 2025Q4: 5,052 shares; 2026Q1: 5,803 shares; 2026Q2: 5,975 shares 5,975$1.2M0.52%+172Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,854 shares; 2024Q4: 29,231 shares; 2025Q1: 28,990 shares; 2025Q2: 28,417 shares; 2025Q3: 28,253 shares; 2025Q4: 27,606 shares; 2026Q1: 4,200 shares; 2026Q2: 3,562 shares 3,562$1.17M0.51%-638Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,643 shares; 2024Q4: 3,426 shares; 2025Q1: 3,447 shares; 2025Q2: 3,428 shares; 2025Q3: 4,039 shares; 2025Q4: 4,610 shares; 2026Q1: 4,466 shares; 2026Q2: 4,514 shares 4,514$1.08M0.47%+48Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,699 shares; 2024Q4: 182,018 shares; 2025Q1: 182,756 shares; 2025Q2: 179,262 shares; 2025Q3: 177,096 shares; 2025Q4: 169,859 shares; 2026Q1: 19,175 shares; 2026Q2: 18,645 shares 18,645$1.06M0.46%-530Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,852 shares; 2024Q4: 18,262 shares; 2025Q1: 18,300 shares; 2025Q2: 18,345 shares; 2025Q3: 18,388 shares; 2025Q4: 18,422 shares; 2026Q1: 18,457 shares; 2026Q2: 18,490 shares 18,490$1.02M0.44%+33Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,203 shares; 2025Q1: 4,213 shares; 2025Q2: 4,616 shares; 2025Q3: 4,635 shares; 2025Q4: 4,673 shares; 2026Q1: 4,647 shares; 2026Q2: 4,662 shares 4,662$1.02M0.44%+15Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,395 shares; 2025Q1: 2,408 shares; 2025Q2: 2,414 shares; 2025Q3: 2,440 shares; 2025Q4: 3,478 shares; 2026Q1: 3,490 shares; 2026Q2: 3,536 shares 3,536$956K0.42%+46Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,085 shares; 2024Q4: 7,131 shares; 2025Q1: 7,761 shares; 2025Q2: 8,370 shares; 2025Q3: 11,091 shares; 2025Q4: 11,204 shares; 2026Q1: 24,227 shares; 2026Q2: 25,162 shares 25,162$955K0.42%+935Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,356 shares; 2024Q4: 14,232 shares; 2025Q1: 13,939 shares; 2025Q2: 13,370 shares; 2025Q3: 15,166 shares; 2025Q4: 13,352 shares; 2026Q1: 11,325 shares; 2026Q2: 10,752 shares 10,752$891K0.39%-573Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,109 shares; 2024Q4: 6,113 shares; 2025Q1: 6,116 shares; 2025Q2: 6,120 shares; 2025Q3: 6,401 shares; 2025Q4: 6,403 shares; 2026Q1: 6,431 shares; 2026Q2: 6,281 shares 6,281$864K0.38%-150Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,930 shares; 2024Q4: 18,983 shares; 2025Q1: 19,020 shares; 2025Q2: 17,217 shares; 2025Q3: 17,243 shares; 2025Q4: 17,102 shares; 2026Q1: 17,111 shares; 2026Q2: 17,084 shares 17,084$831K0.36%-27Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,698 shares; 2025Q1: 1,680 shares; 2025Q2: 1,770 shares; 2025Q3: 1,956 shares; 2025Q4: 2,052 shares; 2026Q1: 2,267 shares; 2026Q2: 2,324 shares 2,324$830K0.36%+57Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,356 shares; 2024Q4: 10,162 shares; 2025Q1: 9,012 shares; 2025Q2: 8,332 shares; 2025Q3: 7,691 shares; 2025Q4: 7,679 shares; 2026Q1: 7,305 shares; 2026Q2: 7,277 shares 7,277$756K0.33%-28Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,803 shares; 2024Q4: 9,868 shares; 2025Q1: 9,531 shares; 2025Q2: 9,491 shares; 2025Q3: 10,571 shares; 2025Q4: 10,449 shares; 2026Q1: 8,210 shares; 2026Q2: 7,637 shares 7,637$738K0.32%-573Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,465 shares; 2024Q4: 104,824 shares; 2025Q1: 28,823 shares; 2025Q2: 28,013 shares; 2025Q3: 27,988 shares; 2025Q4: 26,299 shares; 2026Q1: 19,894 shares; 2026Q2: 17,507 shares 17,507$731K0.32%-2,387Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,109 shares; 2025Q1: 3,147 shares; 2025Q2: 3,202 shares; 2025Q3: 3,220 shares; 2025Q4: 3,217 shares; 2026Q1: 3,187 shares; 2026Q2: 3,199 shares 3,199$642K0.28%+12Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,476 shares; 2024Q4: 12,753 shares; 2025Q1: 12,863 shares; 2025Q2: 13,068 shares; 2025Q3: 13,286 shares; 2025Q4: 13,478 shares; 2026Q1: 14,869 shares; 2026Q2: 14,301 shares 14,301$636K0.28%-568Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,571 shares; 2024Q4: 19,614 shares; 2025Q1: 19,614 shares; 2025Q2: 17,503 shares; 2025Q3: 17,617 shares; 2025Q4: 18,108 shares; 2026Q1: 18,014 shares; 2026Q2: 18,014 shares 18,014$624K0.27%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 2,624 shares; 2025Q1: 2,603 shares; 2025Q2: 2,463 shares; 2025Q3: 2,498 shares; 2025Q4: 2,597 shares; 2026Q1: 1,096 shares; 2026Q2: 1,106 shares 1,106$623K0.27%+10Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 910 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 878 shares; 2026Q2: 885 shares 885$608K0.27%+7Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,561 shares; 2024Q4: 242,276 shares; 2025Q1: 30,721 shares; 2025Q2: 25,116 shares; 2025Q3: 23,434 shares; 2025Q4: 17,661 shares; 2026Q1: 15,348 shares; 2026Q2: 14,664 shares 14,664$590K0.26%-684Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 1,136 shares; 2025Q4: 1,377 shares; 2026Q1: 1,526 shares; 2026Q2: 1,538 shares 1,538$581K0.25%+12Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,254 shares; 2025Q1: 2,260 shares; 2025Q2: 2,266 shares; 2025Q3: 2,193 shares; 2025Q4: 2,097 shares; 2026Q1: 1,549 shares; 2026Q2: 1,541 shares 1,541$555K0.24%-8Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,594 shares; 2024Q4: 2,735 shares; 2025Q1: 2,737 shares; 2025Q2: 3,043 shares; 2025Q3: 3,142 shares; 2025Q4: 3,437 shares; 2026Q1: 1,566 shares; 2026Q2: 1,566 shares 1,566$553K0.24%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 3,009 shares; 2025Q1: 3,012 shares; 2025Q2: 3,018 shares; 2025Q3: 2,868 shares; 2025Q4: 5,702 shares; 2026Q1: 4,875 shares; 2026Q2: 4,554 shares 4,554$534K0.23%-321Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,436 shares; 2024Q4: 4,454 shares; 2025Q1: 4,470 shares; 2025Q2: 4,490 shares; 2025Q3: 4,334 shares; 2025Q4: 4,123 shares; 2026Q1: 3,660 shares; 2026Q2: 3,277 shares 3,277$520K0.23%-383Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,871 shares; 2024Q4: 9,902 shares; 2025Q1: 9,924 shares; 2025Q2: 9,952 shares; 2025Q3: 9,978 shares; 2025Q4: 10,004 shares; 2026Q1: 10,028 shares; 2026Q2: 10,028 shares 10,028$518K0.23%0Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,393 shares; 2025Q1: 3,398 shares; 2025Q2: 3,395 shares; 2025Q3: 3,397 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares; 2026Q2: 3,225 shares 3,225$515K0.23%-23Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 922 shares; 2025Q1: 923 shares; 2025Q2: 963 shares; 2025Q3: 961 shares; 2025Q4: 960 shares; 2026Q1: 981 shares; 2026Q2: 5,891 shares 5,891$507K0.22%+4,910Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,717 shares; 2024Q4: 3,958 shares; 2025Q1: 4,259 shares; 2025Q2: 4,009 shares; 2025Q3: 4,050 shares; 2025Q4: 4,851 shares; 2026Q1: 6,041 shares; 2026Q2: 5,946 shares 5,946$490K0.21%-95Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: 3,642 shares; 2025Q1: 3,657 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares; 2025Q4: 3,685 shares; 2026Q1: 3,670 shares; 2026Q2: 3,689 shares 3,689$486K0.21%+19Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 348 shares; 2025Q1: 351 shares; 2025Q2: 357 shares; 2025Q3: 351 shares; 2025Q4: 376 shares; 2026Q1: 393 shares; 2026Q2: 398 shares 398$477K0.21%+5Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,203 shares; 2026Q2: 2,206 shares 2,206$469K0.21%+3Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 630 shares 630$464K0.2%-20Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,479 shares; 2025Q1: 2,487 shares; 2025Q2: 2,448 shares; 2025Q3: 2,457 shares; 2025Q4: 2,502 shares; 2026Q1: 2,486 shares; 2026Q2: 2,491 shares 2,491$461K0.2%+5Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,837 shares; 2025Q1: 1,840 shares; 2025Q2: 1,906 shares; 2025Q3: 2,312 shares; 2025Q4: 2,323 shares; 2026Q1: 1,928 shares; 2026Q2: 1,934 shares 1,934$458K0.2%+6Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: 858 shares; 2025Q1: 860 shares; 2025Q2: 870 shares; 2025Q3: 872 shares; 2025Q4: 875 shares; 2026Q1: 890 shares; 2026Q2: 888 shares 888$452K0.2%-2Timeline
TPCTUTOR PERINI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,360 shares; 2026Q1: 5,360 shares; 2026Q2: 5,360 shares 5,360$445K0.19%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,133 shares; 2024Q4: 12,178 shares; 2025Q1: 12,011 shares; 2025Q2: 11,895 shares; 2025Q3: 11,042 shares; 2025Q4: 10,082 shares; 2026Q1: 7,991 shares; 2026Q2: 8,013 shares 8,013$430K0.19%+22Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 6,811 shares; 2025Q1: 6,811 shares; 2025Q2: 6,719 shares; 2025Q3: 6,336 shares; 2025Q4: 5,846 shares; 2026Q1: 5,769 shares; 2026Q2: 4,664 shares 4,664$427K0.19%-1,105Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 867 shares; 2025Q2: 868 shares; 2025Q3: 870 shares; 2025Q4: 865 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864$424K0.19%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,472 shares; 2024Q4: 18,308 shares; 2025Q1: 19,107 shares; 2025Q2: 19,314 shares; 2025Q3: 19,469 shares; 2025Q4: 19,437 shares; 2026Q1: 1,589 shares; 2026Q2: 1,648 shares 1,648$415K0.18%+59Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067 shares; 2024Q4: 1,984 shares; 2025Q1: 2,072 shares; 2025Q2: 3,094 shares; 2025Q3: 2,812 shares; 2025Q4: 2,980 shares; 2026Q1: 2,876 shares; 2026Q2: 3,023 shares 3,023$413K0.18%+147Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,814 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,774 shares; 2025Q4: 1,774 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546$409K0.18%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,514 shares; 2026Q1: 10,514 shares; 2026Q2: 10,514 shares 10,514$408K0.18%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,881 shares 2,881$402K0.18%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 577 shares; 2025Q1: 809 shares; 2025Q2: 831 shares; 2025Q3: 869 shares; 2025Q4: 868 shares; 2026Q1: 940 shares; 2026Q2: 954 shares 954$401K0.18%+14Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,827 shares; 2024Q4: 125,022 shares; 2025Q1: 46,419 shares; 2025Q2: 24,229 shares; 2025Q3: 20,075 shares; 2025Q4: 15,697 shares; 2026Q1: 14,625 shares; 2026Q2: 14,411 shares 14,411$390K0.17%-214Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,308 shares; 2024Q4: 16,587 shares; 2025Q1: 16,662 shares; 2025Q2: 16,726 shares; 2025Q3: 17,604 shares; 2025Q4: 17,110 shares; 2026Q1: 17,037 shares; 2026Q2: 16,922 shares 16,922$377K0.16%-115Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,770 shares; 2024Q4: 8,810 shares; 2025Q1: 8,810 shares; 2025Q2: 8,822 shares; 2025Q3: 8,838 shares; 2025Q4: 8,874 shares; 2026Q1: 7,622 shares; 2026Q2: 7,631 shares 7,631$376K0.16%+9Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 1,000 shares; 2026Q2: 1,003 shares 1,003$366K0.16%+3Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 7,309 shares; 2025Q1: 7,358 shares; 2025Q2: 7,459 shares; 2025Q3: 7,757 shares; 2025Q4: 7,804 shares; 2026Q1: 7,845 shares; 2026Q2: 7,277 shares 7,277$363K0.16%-568Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 339 shares 339$361K0.16%-84Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,106 shares; 2025Q4: 1,036 shares; 2026Q1: 1,039 shares; 2026Q2: 4,163 shares 4,163$335K0.15%+3,124Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 2,028 shares; 2025Q1: 791 shares; 2025Q2: 527 shares; 2025Q3: 556 shares; 2025Q4: 490 shares; 2026Q1: 478 shares; 2026Q2: 444 shares 444$332K0.15%-34Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,343 shares; 2024Q4: 3,348 shares; 2025Q1: 3,358 shares; 2025Q2: 3,371 shares; 2025Q3: 3,620 shares; 2025Q4: 3,633 shares; 2026Q1: 3,544 shares; 2026Q2: 3,545 shares 3,545$331K0.14%+1Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 1,428 shares; 2025Q4: 1,430 shares; 2026Q1: 1,484 shares; 2026Q2: 1,594 shares 1,594$329K0.14%+110Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,629 shares; 2025Q3: 3,668 shares; 2025Q4: 3,637 shares; 2026Q1: 3,642 shares; 2026Q2: 3,644 shares 3,644$327K0.14%+2Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 660 shares; 2025Q2: 687 shares; 2025Q3: 713 shares; 2025Q4: 882 shares; 2026Q1: 905 shares; 2026Q2: 926 shares 926$318K0.14%+21Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,546 shares; 2024Q4: 24,712 shares; 2025Q1: 24,206 shares; 2025Q2: 23,936 shares; 2025Q3: 25,256 shares; 2025Q4: 24,980 shares; 2026Q1: 1,387 shares; 2026Q2: 1,249 shares 1,249$317K0.14%-138Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,497 shares; 2026Q1: 5,458 shares; 2026Q2: 5,443 shares 5,443$289K0.13%-15Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: 2,572 shares; 2025Q3: 2,551 shares; 2025Q4: 2,541 shares; 2026Q1: 2,529 shares; 2026Q2: 2,509 shares 2,509$288K0.13%-20Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,934 shares; 2026Q1: 2,726 shares; 2026Q2: 2,909 shares 2,909$284K0.12%+183Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,389 shares; 2025Q4: 1,716 shares; 2026Q1: 1,717 shares; 2026Q2: 1,718 shares 1,718$282K0.12%+1Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: not reported; 2026Q1: 3,434 shares; 2026Q2: 3,648 shares 3,648$262K0.11%+214Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 1,355 shares; 2026Q1: 1,357 shares; 2026Q2: 1,370 shares 1,370$260K0.11%+13Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,209 shares; 2024Q4: 79,322 shares; 2025Q1: 79,659 shares; 2025Q2: 76,615 shares; 2025Q3: 75,545 shares; 2025Q4: 72,955 shares; 2026Q1: not reported; 2026Q2: 2,153 shares 2,153$253K0.11%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,932 shares; 2025Q1: 1,952 shares; 2025Q2: 2,023 shares; 2025Q3: 2,207 shares; 2025Q4: 1,940 shares; 2026Q1: 1,928 shares; 2026Q2: 1,945 shares 1,945$246K0.11%+17Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 2,130 shares; 2026Q1: 2,165 shares; 2026Q2: 2,150 shares 2,150$244K0.11%-15Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,852 shares; 2026Q1: 1,799 shares; 2026Q2: 1,735 shares 1,735$237K0.1%-64Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,666 shares; 2024Q4: 48,603 shares; 2025Q1: 50,977 shares; 2025Q2: 50,671 shares; 2025Q3: 51,886 shares; 2025Q4: 50,544 shares; 2026Q1: 1,883 shares; 2026Q2: 1,829 shares 1,829$235K0.1%-54Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares 650$233K0.1%newTimeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,309 shares; 2025Q1: 1,316 shares; 2025Q2: 1,304 shares; 2025Q3: 1,310 shares; 2025Q4: 1,248 shares; 2026Q1: 998 shares; 2026Q2: 1,003 shares 1,003$226K0.1%+5Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242 shares; 2026Q2: 238 shares 238$223K0.1%-4Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,005 shares; 2025Q3: 6,212 shares; 2025Q4: 6,009 shares; 2026Q1: 6,009 shares; 2026Q2: 6,009 shares 6,009$222K0.1%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,971 shares 5,971$220K0.1%newTimeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares; 2026Q1: not reported; 2026Q2: 3,546 shares 3,546$216K0.09%newTimeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,213 shares; 2025Q1: 4,474 shares; 2025Q2: 4,468 shares; 2025Q3: 2,664 shares; 2025Q4: 2,643 shares; 2026Q1: 2,640 shares; 2026Q2: 2,632 shares 2,632$216K0.09%-8Timeline
OTFBLUE OWL TECHNOLOGY FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,224 shares; 2026Q2: 20,365 shares 20,365$211K0.09%+7,141Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 398 shares 398$206K0.09%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 1,251 shares; 2025Q4: 1,364 shares; 2026Q1: 1,393 shares; 2026Q2: 1,409 shares 1,409$206K0.09%+16Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,492 shares; 2026Q2: 1,507 shares 1,507$204K0.09%+15Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 4,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,896 shares 2,896$202K0.09%newTimeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,090 shares 2,090$202K0.09%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,859 shares; 2024Q4: 31,673 shares; 2025Q1: 31,928 shares; 2025Q2: 32,543 shares; 2025Q3: 32,646 shares; 2025Q4: 33,164 shares; 2026Q1: 1,211 shares; 2026Q2: 1,207 shares 1,207$200K0.09%-4Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
BITWBITWISE 10 CRYPTO INDEX ETF4,870$217Kshares
PFEPFIZER INC7,163$201Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001785445-26-000003 base2026-08-10acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001785445-26-000003 Quarter ended 2026-06-302026-08-10acceptance time not in the bulk data set
13F-HR 0001785445-26-000002 Quarter ended 2026-03-312026-04-22acceptance time not in the bulk data set
13F-HR 0001785445-26-000001 Quarter ended 2025-12-312026-01-22acceptance time not in the bulk data set
13F-HR 0001785445-25-000011 Quarter ended 2025-09-302025-10-23acceptance time not in the bulk data set
13F-HR 0001785445-25-000009 Quarter ended 2025-06-302025-07-15acceptance time not in the bulk data set
13F-HR 0001785445-25-000005 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001785445-25-000001 Quarter ended 2024-12-312025-01-22acceptance time not in the bulk data set
13F-HR 0001785445-24-000008 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001785445-24-000003 Quarter ended 2024-06-302024-08-06acceptance time not in the bulk data set
13F-HR 0001785445-24-000002 Quarter ended 2024-03-312024-04-18acceptance time not in the bulk data set
13F-HR 0001785445-24-000001 Quarter ended 2023-12-312024-01-10acceptance time not in the bulk data set
13F-HR 0001785445-23-000003 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001849561-23-000005 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001785445-23-000002 Quarter ended 2023-03-312023-04-25acceptance time not in the bulk data set
13F-HR 0001785445-23-000001 Quarter ended 2022-12-312023-01-30acceptance time not in the bulk data set
13F-HR 0001785445-22-000005 Quarter ended 2022-09-302022-11-03acceptance time not in the bulk data set
13F-HR 0001785445-22-000004 Quarter ended 2022-06-302022-08-04acceptance time not in the bulk data set
13F-HR 0001785445-22-000002 Quarter ended 2022-03-312022-04-28acceptance time not in the bulk data set
13F-HR 0001785445-22-000001 Quarter ended 2021-12-312022-01-21acceptance time not in the bulk data set
13F-HR 0001785445-21-000009 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001785445-21-000008 Quarter ended 2021-06-302021-08-03acceptance time not in the bulk data set
13F-HR 0001785445-21-000004 Quarter ended 2021-03-312021-05-20acceptance time not in the bulk data set
13F-HR 0001785445-21-000001 Quarter ended 2020-12-312021-03-09acceptance time not in the bulk data set
13F-HR 0001785445-20-000005 Quarter ended 2020-09-302020-11-19acceptance time not in the bulk data set
13F-HR 0001785445-20-000004 Quarter ended 2020-06-302020-08-19acceptance time not in the bulk data set
13F-HR 0001785445-20-000003 Quarter ended 2020-03-312020-05-19acceptance time not in the bulk data set
13F-HR 0001785445-20-000001 Quarter ended 2019-12-312020-05-19acceptance time not in the bulk data set