CIK 1973259
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 | 55.18% | 96 |
| Commercial Services & Supplies | 4.77% | 6 |
| Technology Hardware & Equipment | 4.47% | 6 |
| Specialty Retail | 3.86% | 4 |
| Pharmaceuticals & Biotechnology | 3.85% | 7 |
| Software | 3.67% | 4 |
| Insurance | 2.98% | 3 |
| Software & IT Services | 2.48% | 3 |
| Capital Markets | 2.28% | 3 |
| Banks | 2.14% | 2 |
| Diversified Telecommunication Services | 1.87% | 2 |
| Aerospace & Defense | 1.79% | 2 |
| Food & Staples Retailing | 1.65% | 1 |
| Beverages | 1.64% | 1 |
| Chemicals | 1.47% | 1 |
| Textiles, Apparel & Luxury Goods | 1.31% | 1 |
| Media & Entertainment | 1.30% | 2 |
| Utilities | 0.91% | 3 |
| Agricultural Products | 0.71% | 1 |
| Semiconductors & Semiconductor Equipment | 0.62% | 5 |
| Automobiles & Components | 0.28% | 2 |
| Machinery | 0.22% | 2 |
| Metals & Mining | 0.17% | 1 |
| Oil, Gas & Consumable Fuels | 0.14% | 2 |
| Paper & Forest Products | 0.09% | 1 |
| Tobacco | 0.07% | 2 |
| Hotels, Restaurants & Leisure | 0.04% | 1 |
| Health Care Equipment & Supplies | 0.03% | 1 |
| Electrical Equipment & Components | 0.03% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IVV | ISHARES TR | Unclassified | 10.00% |
| 2 | BOND | PIMCO ETF TR | Unclassified | 7.16% |
| 3 | AGG | ISHARES TR | Unclassified | 4.99% |
| 4 | SPYG | SPDR SERIES TRUST STATE STREET SPD | Unclassified | 3.00% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 2.99% |
| 6 | VO | VANGUARD INDEX FDS | Unclassified | 2.51% |
| 7 | AAPL | Apple Inc. | Information Technology | 2.41% |
| 8 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | Unclassified | 2.37% |
| 9 | VNLA | JANUS DETROIT STR TR | Unclassified | 2.30% |
| 10 | MSFT | MICROSOFT CORP | Information Technology | 2.09% |
71/166 names classified · sector 44.9% of weight · industry 44.8% · mkt cap 44.7%; 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: 44.9% of the book is sector-classified (unclassified names shown, never dropped).
Only 44% of book weight classified — the grid is NOT representative of the whole book.
Classified: 44.5% of book weight (67/166 names) · unclassified 55.5%: IVV, BOND, AGG, SPYG, VEA, VO, DGRO, VNLA, XONE, GLDM +89 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 | IVVISHARES TR | 124,038 | $81M | 10.0% | ADD 6% |
| 2 | BONDPIMCO ETF TR | 628,413 | $58M | 7.2% | ADD 8% |
| 3 | AGGISHARES TR | 406,755 | $40M | 5.0% | ADD 10% |
| 4 | SPYGSPDR SERIES TRUST STATE STREET SPD | 248,326 | $24M | 3.0% | ADD 5% |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 377,312 | $24M | 3.0% | ADD 3% |
| 6 | VOVANGUARD INDEX FDS | 70,754 | $20M | 2.5% | ADD 3% |
| 7 | AAPLAPPLE INC | 76,803 | $19M | 2.4% | ADD 2% |
| 8 | DGROISHARES CORE DIVIDEND GROWTH ETF | 273,737 | $19M | 2.4% | ADD 4% |
| 9 | VNLAJANUS DETROIT STR TR | 380,404 | $19M | 2.3% | ADD 26% |
| 10 | MSFTMICROSOFT CORP | 45,731 | $17M | 2.1% | ADD 22% |
| 11 | GOOGLALPHABET INC | 57,395 | $17M | 2.0% | HOLD |
| 12 | JPMJPMORGAN CHASE & CO | 55,900 | $16M | 2.0% | ADD 3% |
| 13 | AMZNAMAZON COM INC | 78,403 | $16M | 2.0% | ADD 4% |
| 14 | XONEBONDBLOXX ETF TRUST | 317,960 | $16M | 1.9% | ADD 22% |
| 15 | VZVERIZON COMMUNICATIONS INC | 295,354 | $15M | 1.8% | HOLD |
| 16 | GLDMWORLD GOLD TR | 156,013 | $14M | 1.8% | HOLD |
| 17 | LMTLOCKHEED MARTIN CORP | 23,600 | $14M | 1.8% | TRIM −7% |
| 18 | WMTWALMART INC | 112,799 | $14M | 1.7% | TRIM −8% |
| 19 | AMGNAMGEN INC | 38,153 | $13M | 1.7% | TRIM −3% |
| 20 | KRKROGER CO | 184,801 | $13M | 1.7% | ADD 4% |
| 21 | KOCOCA COLA CO | 175,083 | $13M | 1.6% | HOLD |
| 22 | MRKMERCK & CO INC | 110,123 | $13M | 1.6% | TRIM −19% |
| 23 | WMWASTE MGMT INC DEL | 57,107 | $13M | 1.6% | ADD 2% |
| 24 | HPQHP INC | 679,225 | $13M | 1.6% | NEW |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 256,712 | $13M | 1.6% | TRIM −10% |
| 26 | UNHUNITEDHEALTH GROUP INC | 47,578 | $13M | 1.6% | ADD 34% |
| 27 | INTUINTUIT | 27,926 | $12M | 1.5% | ADD 55% |
| 28 | PYPLPAYPAL HLDGS INC | 263,519 | $12M | 1.5% | ADD 1162% |
| 29 | PGPROCTER AND GAMBLE CO | 82,449 | $12M | 1.5% | ADD 5% |
| 30 | MINTPIMCO ETF TR | 118,279 | $12M | 1.5% | ADD 21% |
| 31 | VVISA INC | 36,881 | $11M | 1.4% | ADD 6% |
| 32 | TIPISHARES TR | 100,838 | $11M | 1.4% | TRIM −3% |
| 33 | PVHPVH CORPORATION | 151,558 | $11M | 1.3% | NEW |
| 34 | IJRISHARES TR | 82,644 | $10M | 1.3% | ADD 3% |
| 35 | JSIJANUS DETROIT STR TR | 196,474 | $10M | 1.3% | TRIM −13% |
| 36 | GSGOLDMAN SACHS GROUP INC | 11,935 | $10M | 1.2% | ADD 3% |
| 37 | AVEMAMERICAN CENTY ETF TR | 123,608 | $10M | 1.2% | ADD 3% |
| 38 | ALLALLSTATE CORP | 47,960 | $10M | 1.2% | ADD 3% |
| 39 | CMCSACOMCAST CORP NEW | 333,974 | $10M | 1.2% | ADD 3% |
| 40 | LAZLAZARD INC | 189,103 | $8M | 1.0% | ADD 4% |
| 41 | SRESEMPRA | 71,144 | $7M | 0.9% | ADD 3% |
| 42 | CALMCal-Maine Foods, Inc. | 72,415 | $6M | 0.7% | ADD 9% |
| 43 | AVIGAMERICAN CENTY ETF TR | 130,675 | $5M | 0.7% | TRIM −5% |
| 44 | SGOVISHARES TR | 53,782 | $5M | 0.7% | ADD 20% |
| 45 | QQQINVESCO QQQ TR | 5,524 | $3M | 0.4% | TRIM −16% |
| 46 | NVDANVIDIA CORPORATION | 14,075 | $2M | 0.3% | HOLD |
| 47 | METAMETA PLATFORMS INC | 3,632 | $2M | 0.3% | ADD 4% |
| 48 | SPYSTATE STR SPDR S&P 500 ETF T | 3,106 | $2M | 0.2% | TRIM −5% |
| 49 | HYGISHARES TR | 22,005 | $2M | 0.2% | NEW |
| 50 | IEFISHARES TR | 18,167 | $2M | 0.2% | TRIM −5% |
| 51 | MBBISHARES TR | 17,851 | $2M | 0.2% | NEW |
| 52 | MUNIPIMCO Intermediate Muni Bd Actv - ETF | 31,608 | $2M | 0.2% | ADD 86% |
| 53 | DELLDELL TECHNOLOGIES INC | 9,956 | $2M | 0.2% | ADD 6% |
| 54 | LQDISHARES TR | 14,695 | $2M | 0.2% | TRIM −5% |
| 55 | EXELEXELIXIS INC | 37,332 | $2M | 0.2% | ADD 4% |
| 56 | FLMIFRANKLIN TEMPLETON ETF TR | 64,489 | $2M | 0.2% | ADD 91% |
| 57 | CATCATERPILLAR INC | 2,238 | $2M | 0.2% | TRIM −27% |
| 58 | JAZZJAZZ PHARMACEUTICALS PLC | 8,124 | $2M | 0.2% | ADD 3% |
| 59 | GOOGALPHABET INC | 5,150 | $1M | 0.2% | TRIM −18% |
| 60 | NUENUCOR CORP | 8,323 | $1M | 0.2% | ADD 2% |
| 61 | IVWISHARES TR | 12,369 | $1M | 0.2% | TRIM −5% |
| 62 | CSG SYS INTL INC | 17,487 | $1M | 0.2% | ADD 3% |
| 63 | GLGLOBE LIFE INC | 9,619 | $1M | 0.2% | ADD 4% |
| 64 | UBERUBER TECHNOLOGIES INC | 18,312 | $1M | 0.2% | ADD 8% |
| 65 | FTNTFORTINET INC | 15,929 | $1M | 0.2% | ADD 5% |
| 66 | GLDSPDR GOLD TR | 3,007 | $1M | 0.2% | TRIM −10% |
| 67 | EEMISHARES TR | 22,376 | $1M | 0.2% | TRIM −9% |
| 68 | VUGVANGUARD INDEX FDS | 2,892 | $1M | 0.2% | TRIM −8% |
| 69 | IJSISHARES TR | 10,625 | $1M | 0.2% | NEW |
| 70 | CLSCELESTICA INC | 4,429 | $1M | 0.2% | ADD 6% |
| 71 | FFORD MTR CO | 102,215 | $1M | 0.1% | ADD 5% |
| 72 | PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 42,758 | $1M | 0.1% | NEW |
| 73 | TSLATESLA INC | 2,875 | $1M | 0.1% | ADD 20% |
| 74 | DNOVFIRST TR EXCHNG TRADED FD VI | 22,292 | $1M | 0.1% | HOLD |
| 75 | VTVVANGUARD INDEX FDS | 5,385 | $1M | 0.1% | TRIM −8% |
| 76 | BNDVANGUARD BD INDEX FDS | 13,634 | $1M | 0.1% | TRIM −46% |
| 77 | IYZISHARES TR | 24,720 | $971,995 | 0.1% | TRIM −10% |
| 78 | NFLXNETFLIX INC | 9,423 | $906,021 | 0.1% | ADD 16% |
| 79 | WFCWELLS FARGO CO NEW | 11,222 | $893,348 | 0.1% | NEW |
| 80 | IYWISHARES TR | 4,811 | $872,814 | 0.1% | TRIM −6% |
| 81 | IYMISHARES TR | 4,861 | $855,156 | 0.1% | NEW |
| 82 | DFEBFIRST TR EXCHNG TRADED FD VI | 17,714 | $839,112 | 0.1% | ADD 3% |
| 83 | MELIMERCADOLIBRE INC | 470 | $812,639 | 0.1% | ADD 5% |
| 84 | IYHISHARES TR | 12,547 | $773,406 | 0.1% | NEW |
| 85 | AVGOBROADCOM INC | 2,414 | $747,038 | 0.1% | ADD 27% |
| 86 | MUBISHARES TR | 6,872 | $729,413 | 0.1% | ADD 116% |
| 87 | DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | 15,407 | $724,725 | 0.1% | HOLD |
| 88 | GPKGRAPHIC PACKAGING HLDG CO | 70,539 | $701,159 | 0.1% | ADD 11% |
| 89 | DJANFIRST TR EXCHNG TRADED FD VI | 15,782 | $671,208 | 0.1% | ADD 39% |
| 90 | BNDXVANGUARD CHARLOTTE FDS | 13,869 | $666,407 | 0.1% | TRIM −5% |
| 91 | IWMISHARES TR | 2,613 | $648,081 | 0.1% | TRIM −5% |
| 92 | SDYSPDR SER TR | 4,420 | $645,055 | 0.1% | TRIM −36% |
| 93 | TAXXBONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | 12,593 | $636,657 | 0.1% | ADD 44% |
| 94 | BSVVANGUARD BD INDEX FDS | 8,060 | $632,013 | 0.1% | TRIM −6% |
| 95 | DDECFIRST TR EXCHNG TRADED FD VI | 13,984 | $619,212 | 0.1% | HOLD |
| 96 | CVXCHEVRON CORP NEW | 2,869 | $593,621 | 0.1% | TRIM −29% |
| 97 | OCTMFIRST TR EXCHNG TRADED FD VI | 18,140 | $590,094 | 0.1% | HOLD |
| 98 | DJULFIRST TR EXCHNG TRADED FD VI | 12,455 | $582,147 | 0.1% | HOLD |
| 99 | VWOVANGUARD INTL EQUITY INDEX F | 10,668 | $576,613 | 0.1% | TRIM −7% |
| 100 | DMARFIRST TR EXCHNG TRADED FD VI | 13,431 | $569,474 | 0.1% | HOLD |
| 101 | XOMEXXON MOBIL CORP | 3,320 | $563,311 | 0.1% | TRIM −8% |
| 102 | JNJJOHNSON & JOHNSON | 2,183 | $533,693 | 0.1% | TRIM −17% |
| 103 | HDHOME DEPOT INC | 1,576 | $518,373 | 0.1% | TRIM −22% |
| 104 | DOCTFIRST TR EXCHNG TRADED FD VI | 11,691 | $507,718 | 0.1% | HOLD |
| 105 | DAPRFIRST TR EXCHNG TRADED FD VI | 12,728 | $506,121 | 0.1% | HOLD |
| 106 | IMCGISHARES TR | 6,248 | $492,155 | 0.1% | TRIM −33% |
| 107 | XLESELECT SECTOR SPDR TR | 7,981 | $488,887 | 0.1% | TRIM −10% |
| 108 | LLYELI LILLY & CO | 495 | $455,340 | 0.1% | TRIM −4% |
| 109 | FFEBFIRST TR EXCHNG TRADED FD VI | 8,011 | $447,415 | 0.1% | TRIM −4% |
| 110 | VBVANGUARD INDEX FDS | 1,627 | $426,026 | 0.1% | TRIM −24% |
| 111 | IBMINTERNATIONAL BUSINESS MACHS | 1,738 | $421,349 | 0.1% | HOLD |
| 112 | DAUGFIRST TR EXCHNG TRADED FD VI | 9,527 | $414,925 | 0.1% | HOLD |
| 113 | DMAYFIRST TR EXCHNG TRADED FD VI | 9,060 | $407,048 | 0.1% | HOLD |
| 114 | TLTISHARES TR | 4,536 | $393,215 | 0.0% | TRIM −4% |
| 115 | SHOPSHOPIFY INC | 3,234 | $383,617 | 0.0% | ADD 126% |
| 116 | FEBMFIRST TR EXCHNG TRADED FD VI | 12,590 | $381,735 | 0.0% | ADD 29% |
| 117 | COSTCOSTCO WHSL CORP NEW | 382 | $380,614 | 0.0% | ADD 27% |
| 118 | ABBVABBVIE INC | 1,727 | $375,536 | 0.0% | TRIM −6% |
| 119 | FJULFIRST TR EXCHNG TRADED FD VI | 6,731 | $368,320 | 0.0% | HOLD |
| 120 | VTIVANGUARD INDEX FDS | 1,146 | $367,611 | 0.0% | TRIM −8% |
| 121 | XLPSELECT SECTOR SPDR TR | 4,337 | $355,559 | 0.0% | TRIM −7% |
| 122 | SPYMSPDR SERIES TRUST | 4,594 | $351,647 | 0.0% | TRIM −4% |
| 123 | FAPRFIRST TR EXCHNG TRADED FD VI | 7,811 | $350,758 | 0.0% | HOLD |
| 124 | DECMFIRST TR EXCHNG TRADED FD VI | 10,400 | $339,747 | 0.0% | TRIM −13% |
| 125 | SCHDSCHWAB STRATEGIC TR | 11,033 | $338,479 | 0.0% | TRIM −8% |
| 126 | SPDWSPDR INDEX SHS FDS | 7,296 | $333,082 | 0.0% | TRIM −2% |
| 127 | SECTNORTHERN LTS FD TR IV | 5,475 | $330,639 | 0.0% | HOLD |
| 128 | VMBSVANGUARD SCOTTSDALE FDS | 6,990 | $328,195 | 0.0% | TRIM −6% |
| 129 | CSCOCISCO SYS INC | 4,172 | $323,686 | 0.0% | TRIM −98% |
| 130 | MCDMCDONALDS CORP | 1,023 | $317,909 | 0.0% | ADD 44% |
| 131 | AMDADVANCED MICRO DEVICES INC | 1,561 | $317,554 | 0.0% | NEW |
| 132 | BIVVANGUARD BD INDEX FDS | 4,080 | $314,907 | 0.0% | TRIM −6% |
| 133 | BLVVANGUARD BD INDEX FDS | 4,546 | $312,687 | 0.0% | TRIM −6% |
| 134 | MOALTRIA GROUP INC | 4,736 | $312,546 | 0.0% | HOLD |
| 135 | BRK.BBERKSHIRE HATHAWAY INC DEL | 637 | $305,250 | 0.0% | TRIM −9% |
| 136 | HOODROBINHOOD MKTS INC | 4,386 | $303,950 | 0.0% | NEW |
| 137 | ORCLORACLE CORP | 2,020 | $297,167 | 0.0% | NEW |
| 138 | SPABSPDR SERIES TRUST | 11,513 | $294,963 | 0.0% | ADD 4% |
| 139 | MAMASTERCARD INCORPORATED | 582 | $290,817 | 0.0% | ADD 12% |
| 140 | TAT&T INC | 9,878 | $286,369 | 0.0% | TRIM −18% |
| 141 | FMARFT VEST US EQUITY BUFFER ETF - MARCH | 5,821 | $282,260 | 0.0% | HOLD |
| 142 | MARMFIRST TR EXCHNG TRADED FD VI | 8,400 | $281,232 | 0.0% | HOLD |
| 143 | QJUNFIRST TR EXCHNG TRADED FD VI | 8,915 | $278,549 | 0.0% | HOLD |
| 144 | REZIShares Residential Real Estate Capped ETF | 3,241 | $269,684 | 0.0% | TRIM −35% |
| 145 | NOCNORTHROP GRUMMAN CORP | 395 | $269,677 | 0.0% | HOLD |
| 146 | FNOVFIRST TR EXCHNG TRADED FD VI | 4,935 | $263,508 | 0.0% | HOLD |
| 147 | FDECFIRST TR EXCHNG TRADED FD VI | 5,230 | $260,036 | 0.0% | HOLD |
| 148 | KMIKINDER MORGAN INC DEL | 7,587 | $254,384 | 0.0% | TRIM −13% |
| 149 | DSEPFIRST TR EXCHNG TRADED FD VI | 5,783 | $254,230 | 0.0% | HOLD |
| 150 | FJUNFIRST TR EXCHNG TRADED FD VI | 4,497 | $254,094 | 0.0% | HOLD |
| 151 | PULSPGIM ETF TR | 4,922 | $243,623 | 0.0% | HOLD |
| 152 | PMPHILIP MORRIS INTL INC | 1,470 | $243,131 | 0.0% | NEW |
| 153 | HIMUBLACKROCK ETF TRUST II | 5,030 | $241,346 | 0.0% | NEW |
| 154 | NOVMFIRST TR EXCHNG TRADED FD VI | 7,180 | $234,889 | 0.0% | HOLD |
| 155 | LRCXLAM RESEARCH CORP | 1,086 | $232,035 | 0.0% | TRIM −18% |
| 156 | AEPAMERICAN ELEC PWR CO INC | 1,766 | $231,487 | 0.0% | TRIM −14% |
| 157 | VOOVANGUARD INDEX FDS | 385 | $230,105 | 0.0% | HOLD |
| 158 | JMUBJPMORGAN MUNICIPAL ETF | 4,578 | $228,854 | 0.0% | HOLD |
| 159 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 676 | $228,299 | 0.0% | TRIM −15% |
| 160 | SHYGISHARES TR | 5,384 | $227,808 | 0.0% | HOLD |
| 161 | ISRGINTUITIVE SURGICAL INC | 490 | $225,885 | 0.0% | TRIM −38% |
| 162 | AUGMFIRST TR EXCHNG TRADED FD VI | 6,366 | $215,638 | 0.0% | HOLD |
| 163 | JUNMFIRST TR EXCHNG TRADED FD VI | 6,230 | $213,688 | 0.0% | HOLD |
| 164 | GEGE AEROSPACE | 742 | $210,600 | 0.0% | TRIM −5% |
| 165 | FJANFIRST TR EXCHNG TRADED FD VI | 3,982 | $200,733 | 0.0% | NEW |
| 166 | PGXINVESCO EXCH TRADED FD TR II | 10,065 | $109,508 | 0.0% | TRIM −94% |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| IVVISHARES TR | 44K | 81K | 93K | 103K | 117K | 124K | $81M |
| BONDPIMCO ETF TR | — | 314K | 375K | 414K | 581K | 628K | $58M |
| AGGISHARES TR | 178K | 411K | 435K | 455K | 368K | 407K | $40M |
| SPYGSPDR SERIES TRUST STATE STREET SPD | — | 24K | 24K | 104K | 235K | 248K | $24M |
| VEAVANGUARD TAX-MANAGED FDS | 94K | 221K | 269K | 313K | 365K | 377K | $24M |
| VOVANGUARD INDEX FDS | 52K | 69K | 80K | 88K | 69K | 71K | $20M |
| AAPLAPPLE INC | 60K | 67K | 77K | 77K | 75K | 77K | $19M |
| DGROISHARES CORE DIVIDEND GROWTH ETF | 152K | 116K | 133K | 149K | 263K | 274K | $19M |
| VNLAJANUS DETROIT STR TR | 291K | 278K | 331K | 323K | 301K | 380K | $19M |
| MSFTMICROSOFT CORP | 27K | 31K | 34K | 35K | 38K | 46K | $17M |
| GOOGLALPHABET INC | 63K | 68K | 78K | 77K | 57K | 57K | $17M |
| JPMJPMORGAN CHASE & CO | 41K | 41K | 52K | 53K | 55K | 56K | $16M |
| AMZNAMAZON COM INC | 58K | 61K | 69K | 72K | 75K | 78K | $16M |
| XONEBONDBLOXX ETF TRUST | — | 233K | 287K | 281K | 261K | 318K | $16M |
| VZVERIZON COMMUNICATIONS INC | 214K | 237K | 263K | 265K | 294K | 295K | $15M |
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.
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