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Wiser Wealth Management, Inc

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13F filer, CIK 1573263, MARIETTA, GA

Wiser Wealth Management, Inc reported $463,740,838 across 58 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 86.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573263-26-000003

Period
2026-03-31
Reported value
$464M
Holdings
58
Top 10 weight
86.44%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+11,012$6.58M
JCPBadded+95,806$4.51M
BNDXadded+34,757$1.67M
SLQDadded+28,416$1.43M
BITBadded+37,883$1.39M

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
ORCLexited-1,277-$249K
FETHexited-7,411-$219K
UNHexited-621-$205K
VXUSreduced-1,728-$133K
IJRreduced-641-$79.7K

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001573263-26-000003, largest first. % of portfolio is the value over $463,740,838, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,884 shares; 2024Q4: 220,533 shares; 2025Q1: 220,752 shares; 2025Q2: 232,397 shares; 2025Q3: 231,835 shares; 2025Q4: 233,095 shares; 2026Q1: 244,107 shares 244,107$146M31.45%+11,012Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930,987 shares; 2024Q4: 891,562 shares; 2025Q1: 949,295 shares; 2025Q2: 985,192 shares; 2025Q3: 1,120,590 shares; 2025Q4: 1,189,548 shares; 2026Q1: 1,285,354 shares 1,285,354$60.5M13.05%+95,806Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,112 shares; 2024Q4: 538,150 shares; 2025Q1: 559,193 shares; 2025Q2: 585,007 shares; 2025Q3: 607,303 shares; 2025Q4: 611,360 shares; 2026Q1: 618,310 shares 618,310$39.6M8.54%+6,950Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,679 shares; 2024Q4: 34,932 shares; 2025Q1: 36,103 shares; 2025Q2: 41,451 shares; 2025Q3: 37,383 shares; 2025Q4: 36,989 shares; 2026Q1: 38,762 shares 38,762$27M5.83%+1,773Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,672 shares; 2024Q4: 371,727 shares; 2025Q1: 389,788 shares; 2025Q2: 402,027 shares; 2025Q3: 449,115 shares; 2025Q4: 462,972 shares; 2026Q1: 491,388 shares 491,388$24.8M5.35%+28,416Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,812 shares; 2024Q4: 382,185 shares; 2025Q1: 375,519 shares; 2025Q2: 398,643 shares; 2025Q3: 452,587 shares; 2025Q4: 470,587 shares; 2026Q1: 505,344 shares 505,344$24.3M5.24%+34,757Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,926 shares; 2024Q4: 394,432 shares; 2025Q1: 378,878 shares; 2025Q2: 356,450 shares; 2025Q3: 369,827 shares; 2025Q4: 376,069 shares; 2026Q1: 388,027 shares 388,027$24.3M5.23%+11,958Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,289 shares; 2024Q4: 190,009 shares; 2025Q1: 198,314 shares; 2025Q2: 201,675 shares; 2025Q3: 219,060 shares; 2025Q4: 227,356 shares; 2026Q1: 243,468 shares 243,468$19.1M4.12%+16,112Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,443 shares; 2024Q4: 122,650 shares; 2025Q1: 126,303 shares; 2025Q2: 141,586 shares; 2025Q3: 147,385 shares; 2025Q4: 148,795 shares; 2026Q1: 154,363 shares 154,363$17.7M3.82%+5,568Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,708 shares; 2024Q4: 28,710 shares; 2025Q1: 31,273 shares; 2025Q2: 30,684 shares; 2025Q3: 28,953 shares; 2025Q4: 26,785 shares; 2026Q1: 27,009 shares 27,009$17.6M3.8%+224Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,390 shares; 2024Q4: 145,252 shares; 2025Q1: 149,336 shares; 2025Q2: 148,013 shares; 2025Q3: 151,543 shares; 2025Q4: 149,031 shares; 2026Q1: 148,367 shares 148,367$10.9M2.36%-664Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,839 shares; 2024Q4: 45,307 shares; 2025Q1: 78,360 shares; 2025Q2: 77,610 shares; 2025Q3: 83,211 shares; 2025Q4: 91,437 shares; 2026Q1: 94,866 shares 94,866$4.75M1.02%+3,429Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 27,662 shares; 2025Q1: 34,968 shares; 2025Q2: 42,101 shares; 2025Q3: 45,516 shares; 2025Q4: 59,655 shares; 2026Q1: 97,538 shares 97,538$3.59M0.77%+37,883Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 22,594 shares; 2025Q1: 24,412 shares; 2025Q2: 27,778 shares; 2025Q3: 27,332 shares; 2025Q4: 28,027 shares; 2026Q1: 27,386 shares 27,386$3.4M0.73%-641Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 10,448 shares; 2025Q1: 10,833 shares; 2025Q2: 11,282 shares; 2025Q3: 11,794 shares; 2025Q4: 11,980 shares; 2026Q1: 12,303 shares 12,303$3.12M0.67%+323Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,398 shares; 2025Q1: 9,309 shares; 2025Q2: 9,275 shares; 2025Q3: 9,123 shares; 2025Q4: 9,115 shares; 2026Q1: 9,117 shares 9,117$2.72M0.59%+2Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,230 shares; 2024Q4: 24,021 shares; 2025Q1: 24,824 shares; 2025Q2: 24,774 shares; 2025Q3: 22,169 shares; 2025Q4: 22,837 shares; 2026Q1: 25,380 shares 25,380$2.3M0.5%+2,543Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 9,052 shares; 2025Q1: 9,498 shares; 2025Q2: 10,751 shares; 2025Q3: 11,388 shares; 2025Q4: 11,814 shares; 2026Q1: 12,844 shares 12,844$2.24M0.48%+1,030Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 16,490 shares; 2025Q1: 15,618 shares; 2025Q2: 15,476 shares; 2025Q3: 18,815 shares; 2025Q4: 19,810 shares; 2026Q1: 19,973 shares 19,973$2.13M0.46%+163Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,701 shares; 2025Q1: 5,301 shares; 2025Q2: 4,266 shares; 2025Q3: 4,106 shares; 2025Q4: 3,815 shares; 2026Q1: 6,320 shares 6,320$2.03M0.44%+2,505Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 3,086 shares; 2025Q1: 3,190 shares; 2025Q2: 3,560 shares; 2025Q3: 4,178 shares; 2025Q4: 4,353 shares; 2026Q1: 4,561 shares 4,561$1.69M0.36%+208Timeline
ETHWBITWISE ETHEREUM ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 23,595 shares; 2025Q1: 32,941 shares; 2025Q2: 47,062 shares; 2025Q3: 49,228 shares; 2025Q4: 60,413 shares; 2026Q1: 108,395 shares 108,395$1.63M0.35%+47,982Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,415 shares; 2025Q1: 4,528 shares; 2025Q2: 4,616 shares; 2025Q3: 4,442 shares; 2025Q4: 4,397 shares; 2026Q1: 4,839 shares 4,839$1.59M0.34%+442Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,448 shares; 2025Q1: 1,967 shares; 2025Q2: 2,050 shares; 2025Q3: 2,045 shares; 2025Q4: 2,036 shares; 2026Q1: 2,329 shares 2,329$1.51M0.33%+293Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 3,543 shares; 2025Q1: 3,647 shares; 2025Q2: 3,573 shares; 2025Q3: 4,686 shares; 2025Q4: 4,795 shares; 2026Q1: 5,062 shares 5,062$1.46M0.31%+267Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 31,700 shares; 2025Q1: 32,630 shares; 2025Q2: 35,153 shares; 2025Q3: 21,616 shares; 2025Q4: 19,770 shares; 2026Q1: 18,042 shares 18,042$1.39M0.3%-1,728Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,848 shares; 2025Q1: 7,058 shares; 2025Q2: 5,520 shares; 2025Q3: 5,236 shares; 2025Q4: 5,332 shares; 2026Q1: 6,207 shares 6,207$1.33M0.29%+875Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,724 shares; 2025Q1: 3,889 shares; 2025Q2: 4,070 shares; 2025Q3: 4,789 shares; 2025Q4: 5,009 shares; 2026Q1: 5,579 shares 5,579$1.16M0.25%+570Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,220 shares; 2025Q4: 4,300 shares; 2026Q1: 4,355 shares 4,355$1.06M0.23%+55Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 1,857 shares; 2025Q2: 2,165 shares; 2025Q3: 5,095 shares; 2025Q4: 4,987 shares; 2026Q1: 4,987 shares 4,987$1.04M0.22%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,598 shares; 2025Q1: 1,719 shares; 2025Q2: 1,937 shares; 2025Q3: 2,204 shares; 2025Q4: 2,165 shares; 2026Q1: 2,364 shares 2,364$732K0.16%+199Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 765 shares; 2025Q1: 835 shares; 2025Q2: 928 shares; 2025Q3: 1,084 shares; 2025Q4: 1,117 shares; 2026Q1: 1,155 shares 1,155$661K0.14%+38Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 5,953 shares; 2025Q4: 5,885 shares; 2026Q1: 6,056 shares 6,056$643K0.14%+171Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,399 shares; 2025Q2: 1,692 shares; 2025Q3: 1,897 shares; 2025Q4: 1,951 shares; 2026Q1: 2,210 shares 2,210$634K0.14%+259Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,310 shares; 2025Q1: 3,331 shares; 2025Q2: 5,864 shares; 2025Q3: 4,604 shares; 2025Q4: 4,735 shares; 2026Q1: 4,854 shares 4,854$603K0.13%+119Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 13,275 shares; 2025Q1: 13,232 shares; 2025Q2: 5,876 shares; 2025Q3: 5,897 shares; 2025Q4: 6,010 shares; 2026Q1: 6,025 shares 6,025$582K0.13%+15Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,138 shares 7,138$536K0.12%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,114 shares; 2025Q1: 1,133 shares; 2025Q2: 1,278 shares; 2025Q3: 1,251 shares; 2025Q4: 1,331 shares; 2026Q1: 1,432 shares 1,432$532K0.11%+101Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 741 shares; 2025Q1: 820 shares; 2025Q2: 863 shares; 2025Q3: 1,162 shares; 2025Q4: 991 shares; 2026Q1: 1,101 shares 1,101$528K0.11%+110Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 9,679 shares; 2025Q1: 8,037 shares; 2025Q2: 7,457 shares; 2025Q3: 6,775 shares; 2025Q4: 6,207 shares; 2026Q1: 6,099 shares 6,099$482K0.1%-108Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,277 shares; 2025Q1: 1,334 shares; 2025Q2: 1,511 shares; 2025Q3: 1,705 shares; 2025Q4: 1,743 shares; 2026Q1: 1,635 shares 1,635$481K0.1%-108Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares; 2026Q1: 5,862 shares 5,862$465K0.1%+2,237Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 294 shares; 2025Q1: 316 shares; 2025Q2: 312 shares; 2025Q3: 475 shares; 2025Q4: 453 shares; 2026Q1: 483 shares 483$444K0.1%+30Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,900 shares; 2025Q1: 1,945 shares; 2025Q2: 1,911 shares; 2025Q3: 2,326 shares; 2025Q4: 2,421 shares; 2026Q1: 2,554 shares 2,554$433K0.09%+133Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,675 shares; 2025Q1: 2,665 shares; 2025Q2: 2,504 shares; 2025Q3: 2,407 shares; 2025Q4: 2,719 shares; 2026Q1: 2,915 shares 2,915$421K0.09%+196Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,480 shares; 2026Q1: 5,329 shares 5,329$405K0.09%+849Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 785 shares; 2025Q2: 903 shares; 2025Q3: 1,241 shares; 2025Q4: 1,267 shares; 2026Q1: 1,263 shares 1,263$382K0.08%-4Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,661 shares 5,661$334K0.07%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,059 shares; 2025Q1: 1,057 shares; 2025Q2: 1,092 shares; 2025Q3: 1,064 shares; 2025Q4: 1,098 shares; 2026Q1: 1,106 shares 1,106$317K0.07%+8Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares; 2026Q1: 4,541 shares 4,541$314K0.07%+12Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 245 shares; 2025Q2: 266 shares; 2025Q3: 279 shares; 2025Q4: 2,649 shares; 2026Q1: 2,915 shares 2,915$280K0.06%+266Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,600 shares; 2025Q4: 1,707 shares; 2026Q1: 1,562 shares 1,562$258K0.06%-145Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 226 shares; 2025Q4: not reported; 2026Q1: 246 shares 246$245K0.05%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,139 shares 8,139$236K0.05%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 471 shares; 2025Q4: 469 shares; 2026Q1: 452 shares 452$226K0.05%-17Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,425 shares; 2025Q1: 8,468 shares; 2025Q2: 8,283 shares; 2025Q3: 8,420 shares; 2025Q4: 8,592 shares; 2026Q1: 8,640 shares 8,640$211K0.05%+48Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480 shares 480$210K0.05%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,256 shares 1,256$201K0.04%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ORCLORACLE CORP1,277$249Kshares
FETHFIDELITY ETHEREUM FD7,411$219Kshares
UNHUNITEDHEALTH GROUP INC621$205Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001573263-26-000003 base2026-04-13acceptance time not in the bulk data set