CIK 1842667
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 84.57% | 109 |
| Software | 1.79% | 6 |
| Technology Hardware & Equipment | 1.39% | 4 |
| Software & IT Services | 1.39% | 3 |
| Specialty Retail | 1.37% | 4 |
| Pharmaceuticals & Biotechnology | 1.26% | 8 |
| Banks | 1.26% | 8 |
| Semiconductors & Semiconductor Equipment | 1.23% | 3 |
| Oil, Gas & Consumable Fuels | 0.81% | 4 |
| Electrical Equipment & Components | 0.56% | 2 |
| Aerospace & Defense | 0.53% | 4 |
| Insurance | 0.50% | 3 |
| Metals & Mining | 0.48% | 3 |
| Diversified Telecommunication Services | 0.36% | 2 |
| Automobiles & Components | 0.35% | 2 |
| Tobacco | 0.30% | 1 |
| Commercial Services & Supplies | 0.27% | 2 |
| Utilities | 0.26% | 2 |
| Hotels, Restaurants & Leisure | 0.22% | 1 |
| Machinery | 0.21% | 1 |
| Distributors | 0.18% | 1 |
| Beverages | 0.17% | 1 |
| Capital Markets | 0.14% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.13% | 1 |
| Food & Staples Retailing | 0.11% | 1 |
| Household Durables | 0.11% | 1 |
| Airlines | 0.04% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST STATE STREET SPD | Unclassified | 9.27% |
| 2 | VOOV | VANGUARD ADMIRAL FDS INC | Unclassified | 6.16% |
| 3 | GOVT | ISHARES TR | Unclassified | 4.26% |
| 4 | IVE | ISHARES TR | Unclassified | 3.95% |
| 5 | SPYM | SPDR SERIES TRUST | Unclassified | 3.03% |
| 6 | VOE | VANGUARD INDEX FDS | Unclassified | 2.59% |
| 7 | IVV | ISHARES TR | Unclassified | 2.29% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | Unclassified | 2.10% |
| 9 | IJS | ISHARES TR | Unclassified | 2.07% |
| 10 | MBB | ISHARES TR | Unclassified | 1.98% |
71/179 names classified · sector 15.8% of weight · industry 15.4% · mkt cap 15.7%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 15.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 15% of book weight classified — the grid is NOT representative of the whole book.
Classified: 14.5% of book weight (63/179 names) · unclassified 85.5%: SPYG, VOOV, GOVT, IVE, SPYM, VOE, IVV, VCIT, IJS, MBB +106 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST STATE STREET SPD | 268,942 | $26M | 9.3% | ADD 22% |
| 2 | VOOVVANGUARD ADMIRAL FDS INC | 85,908 | $18M | 6.2% | NEW |
| 3 | GOVTISHARES TR | 527,899 | $12M | 4.3% | TRIM −15% |
| 4 | IVEISHARES TR | 53,138 | $11M | 3.9% | TRIM −56% |
| 5 | SPYMSPDR SERIES TRUST | 112,461 | $9M | 3.0% | ADD 9% |
| 6 | VOEVANGUARD INDEX FDS | 39,962 | $7M | 2.6% | ADD 137% |
| 7 | IVVISHARES TR | 9,957 | $7M | 2.3% | TRIM −36% |
| 8 | VCITVANGUARD SCOTTSDALE FDS | 72,079 | $6M | 2.1% | ADD 29% |
| 9 | IJSISHARES TR | 49,583 | $6M | 2.1% | ADD 2% |
| 10 | MBBISHARES TR | 59,368 | $6M | 2.0% | ADD 54% |
| 11 | LQDISHARES TR | 46,420 | $5M | 1.8% | ADD 22% |
| 12 | FLGBFRANKLIN TEMPLETON ETF TR | 141,104 | $5M | 1.7% | HOLD |
| 13 | BNDVANGUARD BD INDEX FDS | 65,988 | $5M | 1.7% | ADD 2% |
| 14 | FLJPFRANKLIN TEMPLETON ETF TR | 133,960 | $5M | 1.7% | HOLD |
| 15 | IJTISHARES TR | 33,116 | $5M | 1.7% | ADD 12% |
| 16 | GLDSPDR GOLD TR | 10,963 | $5M | 1.7% | TRIM −14% |
| 17 | VWOBVANGUARD WHITEHALL FDS | 70,882 | $5M | 1.6% | ADD 10% |
| 18 | EFVISHARES TR | 53,505 | $4M | 1.4% | TRIM −11% |
| 19 | SCYBSCHWAB STRATEGIC TR | 148,677 | $4M | 1.4% | ADD 97% |
| 20 | IEMGISHARES INC | 51,416 | $4M | 1.3% | TRIM −27% |
| 21 | EWPISHARES INC | 66,016 | $4M | 1.3% | HOLD |
| 22 | VCSHVANGUARD SCOTTSDALE FDS | 42,530 | $3M | 1.2% | TRIM −11% |
| 23 | EWGISHARES INC MSCI GERMANY ETF | 83,062 | $3M | 1.2% | HOLD |
| 24 | JPIBJ P MORGAN EXCHANGE TRADED F | 68,209 | $3M | 1.1% | NEW |
| 25 | FLCHFRANKLIN TEMPLETON ETF TR | 129,857 | $3M | 1.0% | ADD 2% |
| 26 | AAPLAPPLE INC | 11,342 | $3M | 1.0% | ADD 8% |
| 27 | FLBRFRANKLIN TEMPLETON ETF TR | 120,487 | $3M | 1.0% | HOLD |
| 28 | EFGISHARES TR | 25,558 | $3M | 1.0% | TRIM −26% |
| 29 | MSFTMICROSOFT CORP | 7,585 | $3M | 1.0% | HOLD |
| 30 | NVDANVIDIA CORPORATION | 14,448 | $3M | 0.9% | HOLD |
| 31 | XLKSELECT SECTOR SPDR TR | 18,706 | $2M | 0.9% | TRIM −6% |
| 32 | BSVVANGUARD BD INDEX FDS | 30,694 | $2M | 0.8% | HOLD |
| 33 | SPMDSPDR SERIES TRUST | 37,760 | $2M | 0.8% | ADD 4% |
| 34 | IWFISHARES TR | 4,758 | $2M | 0.7% | HOLD |
| 35 | AMZNAMAZON COM INC | 9,083 | $2M | 0.7% | HOLD |
| 36 | IEFAISHARES TR | 20,704 | $2M | 0.7% | TRIM −15% |
| 37 | GOOGALPHABET INC | 6,454 | $2M | 0.7% | HOLD |
| 38 | EWWISHARES INC MSCI MEXICO ETF | 23,656 | $2M | 0.6% | HOLD |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 26,244 | $2M | 0.6% | ADD 4% |
| 40 | FLKRFRANKLIN TEMPLETON ETF TR | 40,478 | $2M | 0.6% | TRIM −8% |
| 41 | IWDISHARES TR | 7,528 | $2M | 0.6% | HOLD |
| 42 | GCOWPacer Global Cash Cows Dividend ETF | 31,921 | $1M | 0.5% | ADD 6% |
| 43 | VCLTVANGUARD SCOTTSDALE FDS | 19,351 | $1M | 0.5% | ADD 9% |
| 44 | BRK.ABERKSHIRE HATHAWAY INC DEL | 2 | $1M | 0.5% | HOLD |
| 45 | MEARISHARES U S ETF TR | 27,196 | $1M | 0.5% | ADD 13% |
| 46 | XLFSELECT SECTOR SPDR TR | 27,728 | $1M | 0.5% | TRIM −2% |
| 47 | IVWISHARES TR | 11,770 | $1M | 0.5% | ADD 4% |
| 48 | IJHISHARES TR | 19,241 | $1M | 0.5% | ADD 2% |
| 49 | WMTWALMART INC | 10,169 | $1M | 0.4% | ADD 25% |
| 50 | IWOISHARES TR | 3,955 | $1M | 0.4% | ADD 4% |
| 51 | VTELVANGUARD MUN BD FDS | 11,965 | $1M | 0.4% | NEW |
| 52 | TIPISHARES TR | 10,418 | $1M | 0.4% | TRIM −16% |
| 53 | GOOGLALPHABET INC | 3,918 | $1M | 0.4% | HOLD |
| 54 | BRK.BBERKSHIRE HATHAWAY INC DEL | 2,214 | $1M | 0.4% | HOLD |
| 55 | USRTISHARES TR | 16,855 | $997,647 | 0.4% | ADD 33% |
| 56 | NOBLPROSHARES TR | 9,355 | $991,737 | 0.3% | HOLD |
| 57 | XLVSELECT SECTOR SPDR TR | 6,764 | $991,670 | 0.3% | HOLD |
| 58 | INMUBLACKROCK ETF TRUST II | 41,467 | $991,476 | 0.3% | ADD 13% |
| 59 | XLCSELECT SECTOR SPDR TR | 8,933 | $990,312 | 0.3% | TRIM −2% |
| 60 | RSPINVESCO EXCHANGE TRADED FD T | 5,131 | $984,764 | 0.3% | ADD 10% |
| 61 | METAMETA PLATFORMS INC | 1,709 | $977,770 | 0.3% | HOLD |
| 62 | IWNISHARES TR | 5,133 | $973,165 | 0.3% | ADD 4% |
| 63 | RECSCOLUMBIA ETF TR I | 24,482 | $954,320 | 0.3% | HOLD |
| 64 | IJRISHARES TR | 7,663 | $952,561 | 0.3% | TRIM −16% |
| 65 | FBNDFIDELITY TOTAL BOND ETF | 20,840 | $950,719 | 0.3% | ADD 14% |
| 66 | XOMEXXON MOBIL CORP | 5,560 | $943,383 | 0.3% | HOLD |
| 67 | VTEBVANGUARD MUN BD FDS | 17,919 | $893,979 | 0.3% | NEW |
| 68 | GEGE AEROSPACE | 3,140 | $891,038 | 0.3% | HOLD |
| 69 | JNJJOHNSON & JOHNSON | 3,600 | $879,910 | 0.3% | HOLD |
| 70 | MOALTRIA GROUP INC | 13,057 | $861,631 | 0.3% | ADD 76% |
| 71 | FLMIFRANKLIN TEMPLETON ETF TR | 34,306 | $850,446 | 0.3% | ADD 13% |
| 72 | ZETAZETA GLOBAL HOLDINGS CORP | 51,735 | $823,621 | 0.3% | HOLD |
| 73 | MRSHMARSH & MCLENNAN COS INC | 4,460 | $773,587 | 0.3% | ADD 9% |
| 74 | PFFISHARES TR | 24,123 | $731,409 | 0.3% | TRIM −3% |
| 75 | COWZPACER FDS TR | 11,322 | $708,319 | 0.2% | HOLD |
| 76 | JSIJANUS DETROIT STR TR | 13,691 | $705,771 | 0.2% | TRIM −27% |
| 77 | AGGISHARES TR | 7,012 | $696,036 | 0.2% | ADD 14% |
| 78 | GEVGE VERNOVA INC | 791 | $690,464 | 0.2% | HOLD |
| 79 | SPYSTATE STR SPDR S&P 500 ETF T | 1,049 | $681,931 | 0.2% | TRIM −13% |
| 80 | POCTINNOVATOR S&P 500 POWER BUFFER ETF | 15,604 | $672,688 | 0.2% | HOLD |
| 81 | ICVTISHARES TR CONV BD ETF | 6,435 | $655,019 | 0.2% | NEW |
| 82 | TSLATESLA INC | 1,748 | $649,819 | 0.2% | HOLD |
| 83 | RPRXROYALTY PHARMA PLC | 13,530 | $649,034 | 0.2% | HOLD |
| 84 | XLPSELECT SECTOR SPDR TR | 7,756 | $635,797 | 0.2% | HOLD |
| 85 | VTIVANGUARD INDEX FDS | 1,974 | $633,388 | 0.2% | HOLD |
| 86 | MCDMCDONALDS CORP | 2,035 | $632,458 | 0.2% | HOLD |
| 87 | CMBSISHARES TR | 12,846 | $625,986 | 0.2% | ADD 18% |
| 88 | XLYSELECT SECTOR SPDR TR | 5,718 | $623,148 | 0.2% | TRIM −3% |
| 89 | PJANINNOVATOR ETFS TRUST | 13,483 | $621,971 | 0.2% | ADD 150% |
| 90 | EDIVSPDR INDEX SHS FDS | 15,537 | $613,415 | 0.2% | ADD 17% |
| 91 | CATCATERPILLAR INC | 853 | $604,316 | 0.2% | ADD 134% |
| 92 | NEMNEWMONT CORP | 5,549 | $600,679 | 0.2% | TRIM −7% |
| 93 | TLTISHARES TR | 6,928 | $600,616 | 0.2% | TRIM −47% |
| 94 | CCITIGROUP INC | 5,157 | $584,855 | 0.2% | ADD 58% |
| 95 | LLYELI LILLY & CO | 629 | $578,535 | 0.2% | HOLD |
| 96 | XLESELECT SECTOR SPDR TR | 9,142 | $560,039 | 0.2% | TRIM −3% |
| 97 | BACBANK AMERICA CORP | 11,396 | $555,538 | 0.2% | ADD 4% |
| 98 | IOCTINNOVATOR ETFS TRUST | 15,790 | $553,440 | 0.2% | HOLD |
| 99 | AVGOBROADCOM INC | 1,765 | $546,285 | 0.2% | ADD 9% |
| 100 | PDECINNOVATOR ETFS TRUST | 12,470 | $529,975 | 0.2% | HOLD |
| 101 | MELIMERCADOLIBRE INC | 306 | $529,080 | 0.2% | HOLD |
| 102 | QQQINVESCO QQQ TR | 915 | $528,382 | 0.2% | TRIM −8% |
| 103 | VZVERIZON COMMUNICATIONS INC | 10,478 | $526,011 | 0.2% | ADD 72% |
| 104 | COPCONOCOPHILLIPS | 3,936 | $519,552 | 0.2% | NEW |
| 105 | JPMJPMORGAN CHASE & CO | 1,760 | $517,708 | 0.2% | TRIM −2% |
| 106 | MCKMCKESSON CORP | 592 | $512,293 | 0.2% | HOLD |
| 107 | XLISELECT SECTOR SPDR TR | 3,126 | $505,568 | 0.2% | TRIM −4% |
| 108 | TAT&T INC | 17,213 | $499,005 | 0.2% | ADD 5% |
| 109 | VOOVANGUARD INDEX FDS | 822 | $491,113 | 0.2% | TRIM −2% |
| 110 | PEPPEPSICO INC | 3,148 | $488,854 | 0.2% | ADD 7% |
| 111 | COSTCOSTCO WHSL CORP NEW | 488 | $486,573 | 0.2% | NEW |
| 112 | HIIHUNTINGTON INGALLS INDS INC | 1,267 | $481,333 | 0.2% | TRIM −35% |
| 113 | VWOVANGUARD INTL EQUITY INDEX F | 8,771 | $474,084 | 0.2% | ADD 14% |
| 114 | PFEBINNOVATOR ETFS TRUST | 11,804 | $473,340 | 0.2% | ADD 16% |
| 115 | CSCOCISCO SYS INC | 6,063 | $470,428 | 0.2% | HOLD |
| 116 | SPSMSPDR SERIES TRUST | 9,370 | $452,737 | 0.2% | ADD 22% |
| 117 | VTRSVIATRIS INC | 33,501 | $452,602 | 0.2% | TRIM −10% |
| 118 | GLTRABRDN PRECIOUS METALS BASKET | 2,039 | $445,970 | 0.2% | HOLD |
| 119 | CRMSALESFORCE INC | 2,387 | $445,581 | 0.2% | HOLD |
| 120 | LHXL3HARRIS TECHNOLOGIES INC | 1,284 | $443,173 | 0.2% | ADD 2% |
| 121 | INTCINTEL CORP | 9,795 | $432,253 | 0.2% | NEW |
| 122 | DVNDEVON ENERGY CORP NEW | 8,583 | $431,897 | 0.2% | TRIM −2% |
| 123 | QDPLPACER FDS TR | 10,667 | $428,168 | 0.2% | ADD 17% |
| 124 | USBUS BANCORP | 8,133 | $422,997 | 0.1% | ADD 15% |
| 125 | JPSTJ P MORGAN EXCHANGE TRADED F | 8,257 | $417,887 | 0.1% | TRIM −16% |
| 126 | EXCEXELON CORP | 8,480 | $415,690 | 0.1% | NEW |
| 127 | PFEPFIZER INC | 14,792 | $415,349 | 0.1% | HOLD |
| 128 | SMHVANECK ETF TRUST | 1,078 | $413,305 | 0.1% | HOLD |
| 129 | EVSDMORGAN STANLEY ETF TRUST | 8,086 | $411,901 | 0.1% | ADD 14% |
| 130 | ORCLORACLE CORP | 2,759 | $405,876 | 0.1% | ADD 21% |
| 131 | BNDXVANGUARD CHARLOTTE FDS | 8,440 | $405,546 | 0.1% | ADD 15% |
| 132 | CVXCHEVRON CORP NEW | 1,958 | $405,169 | 0.1% | ADD 8% |
| 133 | WFCWELLS FARGO CO NEW | 4,925 | $392,079 | 0.1% | HOLD |
| 134 | XLUSELECT SECTOR SPDR TR | 8,479 | $389,101 | 0.1% | TRIM −2% |
| 135 | GSGOLDMAN SACHS GROUP INC | 455 | $384,925 | 0.1% | HOLD |
| 136 | NUENUCOR CORP | 2,272 | $384,195 | 0.1% | NEW |
| 137 | MRKMERCK & CO INC | 3,161 | $380,235 | 0.1% | ADD 10% |
| 138 | YEARAB Ultra Short Income ETF | 7,483 | $377,688 | 0.1% | ADD 25% |
| 139 | HPEHEWLETT PACKARD ENTERPRISE C | 15,631 | $372,174 | 0.1% | ADD 9% |
| 140 | BABOEING CO | 1,868 | $371,788 | 0.1% | NEW |
| 141 | FITBFIFTH THIRD BANCORP | 7,963 | $369,961 | 0.1% | HOLD |
| 142 | SCCOSOUTHERN COPPER CORP | 2,140 | $368,208 | 0.1% | TRIM −9% |
| 143 | RFREGIONS FINANCIAL CORP NEW | 13,942 | $364,165 | 0.1% | HOLD |
| 144 | MTBM & T BK CORP | 1,756 | $363,000 | 0.1% | HOLD |
| 145 | GLDMWORLD GOLD TR | 3,913 | $362,696 | 0.1% | ADD 21% |
| 146 | HSTHOST HOTELS & RESORTS INC | 18,765 | $359,537 | 0.1% | HOLD |
| 147 | IJKISHARES TR | 3,562 | $358,408 | 0.1% | ADD 14% |
| 148 | FFORD MTR CO | 30,635 | $353,530 | 0.1% | HOLD |
| 149 | AIGAMERICAN INTL GROUP INC | 4,507 | $339,152 | 0.1% | ADD 12% |
| 150 | UGIUGI CORP NEW | 9,211 | $335,465 | 0.1% | TRIM −3% |
| 151 | SPYVSPDR SERIES TRUST | 5,754 | $325,539 | 0.1% | HOLD |
| 152 | CVSCVS HEALTH CORP | 4,503 | $323,405 | 0.1% | HOLD |
| 153 | LNCLINCOLN NATL CORP IND | 9,050 | $321,275 | 0.1% | ADD 8% |
| 154 | AOSSMITH A O CORP | 4,860 | $320,468 | 0.1% | NEW |
| 155 | XBISPDR SERIES TRUST | 2,502 | $319,519 | 0.1% | NEW |
| 156 | SNOWSNOWFLAKE INC | 2,037 | $307,220 | 0.1% | HOLD |
| 157 | IYWISHARES TR | 1,680 | $304,786 | 0.1% | HOLD |
| 158 | NOCTINNOVATOR ETFS TRUST | 5,293 | $298,340 | 0.1% | HOLD |
| 159 | EVTRMORGAN STANLEY ETF TRUST | 5,791 | $293,868 | 0.1% | HOLD |
| 160 | SAPSAP SE | 1,711 | $292,940 | 0.1% | HOLD |
| 161 | VONEVanguard Russell 1000 ETF | 900 | $265,608 | 0.1% | HOLD |
| 162 | IJJISHARES TR | 1,998 | $264,735 | 0.1% | ADD 22% |
| 163 | QYLDGLOBAL X FDS | 15,278 | $262,015 | 0.1% | ADD 23% |
| 164 | VGTVANGUARD WORLD FD | 369 | $257,354 | 0.1% | HOLD |
| 165 | EEMVISHARES INC | 3,844 | $248,845 | 0.1% | HOLD |
| 166 | IBMINTERNATIONAL BUSINESS MACHS | 998 | $241,857 | 0.1% | TRIM −6% |
| 167 | HDHOME DEPOT INC | 718 | $236,143 | 0.1% | TRIM −2% |
| 168 | VVISA INC | 777 | $234,799 | 0.1% | TRIM −5% |
| 169 | AKREPROFESIONALLY MANAGED PORTFO | 4,260 | $225,141 | 0.1% | NEW |
| 170 | NLRVANECK ETF TRUST | 1,679 | $223,626 | 0.1% | HOLD |
| 171 | RTXRTX CORPORATION | 1,147 | $221,256 | 0.1% | NEW |
| 172 | USMVISHARES TR | 2,351 | $218,032 | 0.1% | HOLD |
| 173 | ABBVABBVIE INC | 986 | $214,445 | 0.1% | TRIM −8% |
| 174 | VSSVANGUARD INTL EQUITY INDEX F | 1,452 | $211,687 | 0.1% | NEW |
| 175 | VXUSVANGUARD STAR FDS | 2,713 | $209,199 | 0.1% | NEW |
| 176 | ARKKARK ETF TR | 3,033 | $204,972 | 0.1% | HOLD |
| 177 | OTFBLUE OWL TECHNOLOGY FINANCE | 12,773 | $158,263 | 0.1% | NEW |
| 178 | VLRSCONTROLADORA VUELA COMP DE A | 15,000 | $108,600 | 0.0% | HOLD |
| 179 | GOSSGOSSAMER BIO INC | 10,000 | $3,285 | 0.0% | HOLD |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| SPYGSPDR SERIES TRUST STATE STREET SPD | 299K | 313K | 264K | 217K | 220K | 269K | $26M |
| VOOVVANGUARD ADMIRAL FDS INC | — | — | — | — | — | 86K | $18M |
| GOVTISHARES TR | 266K | 282K | 541K | 587K | 624K | 528K | $12M |
| IVEISHARES TR | 144K | 152K | 144K | 121K | 121K | 53K | $11M |
| SPYMSPDR SERIES TRUST | 100K | 104K | 106K | 209K | 103K | 112K | $9M |
| VOEVANGUARD INDEX FDS | 4K | 4K | 14K | 18K | 17K | 40K | $7M |
| IVVISHARES TR | 21K | 22K | 18K | 16K | 16K | 10K | $7M |
| VCITVANGUARD SCOTTSDALE FDS | 99K | 103K | 65K | 55K | 56K | 72K | $6M |
| IJSISHARES TR | 3K | 3K | 51K | 48K | 48K | 50K | $6M |
| MBBISHARES TR | — | — | 19K | 28K | 39K | 59K | $6M |
| LQDISHARES TR | 26K | 28K | 30K | 36K | 38K | 46K | $5M |
| FLGBFRANKLIN TEMPLETON ETF TR | — | — | 153K | 134K | 139K | 141K | $5M |
| BNDVANGUARD BD INDEX FDS | 64K | 65K | 65K | 65K | 65K | 66K | $5M |
| FLJPFRANKLIN TEMPLETON ETF TR | — | — | 147K | 128K | 132K | 134K | $5M |
| IJTISHARES TR | — | — | 32K | 28K | 29K | 33K | $5M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.
