A
301trades · $4.4M est.
0%
disclosed on time · 301 late, worst 29d over
$6.7Mest. assets · Nominee 278 (09/29/2025)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| VXUS Vanguard Total International Stock Index Fund ETF Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VWO VanguardEmerging Markets Stock Index Fund ETF Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $15K – $50K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VGT Vanguard Information Technology Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | 18d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| VEA Vanguard Developed Markets Index Fund ETF Shares | Sell | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| VEA Vanguard Developed Markets Index Fund ETF Shares | Sell | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| IUSV iShares Core S&P US Value ETF | Sell | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| IUSV iShares Core S&P US Value ETF | Sell | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| IUSG iShares Core S&P US Growth ETF | Sell | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| IUSG iShares Core S&P US Growth ETF | Sell | $1K – $15K | Self | Feb 2, 2026 | 19d late filing ↗ |
| RBGLY Reckitt Benckiser Group | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| XOM Exxon Mobil Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| XEL Xcel Energy, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WY Weyerhaeuser Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WTW Willis Towers Watson Public Limited Company Ordinary Shares | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WTM White Mountains Insurance Group Ltd. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WST West Pharmaceutical Services, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WMMVY Wal - Mart de Mexico SPN ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WK Workiva, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WFC Wells Fargo & Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| WDAY Workday, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VZ Verizon Communications, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VZ Verizon Communications, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VXUS Vanguard Total International Stock Index Fund ETF Shares | Buy | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VXUS Vanguard Total International Stock Index Fund ETF Shares | Buy | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VXUS Vanguard Total International Stock Index Fund ETF Shares | Buy | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VXUS Vanguard Total International Stock Index Fund ETF Shares | Buy | $50K – $100K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Buy | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $100K – $250K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $100K – $250K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $100K – $250K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $250K – $500K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VRTX Vertex Pharmaceuticals, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VRSK Verisk Analytics, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VRSK Verisk Analytics, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VGT Vanguard Information Technology Index Fund ETF Class Shares | Buy | $50K – $100K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VEEV Veeva Systems, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| V Visa, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| V Visa, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| UOLGY UOL Group Ltd ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| UNH UnitedHealth Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| UL Unilever PLC Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| UHS Universal Health Services, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TYL Tyler Technologies, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TXN Texas Instruments Incorporated | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TXN Texas Instruments Incorporated | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TWST Twist Bioscience Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TRU TransUnion | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TRU TransUnion | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TRMB Trimble, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TMO Thermo Fisher Scientific, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TJX The TJX Cos., Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TJX The TJX Cos., Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| TEL TE Connectivity Ltd. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| T AT&T Inc | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| STE STERIS Plc | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SPGI S&P Global, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SPGI S&P Global, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SOMLY SECOM Co Ltd ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SNOW Snowflake Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SMPNY Sompo Holdings Inc ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SMNNY Shimano Inc ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SMCAY SMC Corp ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SLB SLB Ltd | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SHW The Sherwin-Williams Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SHEL Shell PLC | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SBUX Starbucks Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SBUX Starbucks Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| SAP SAP SE ADS | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| RSI Rush Street Interactive Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| RRX Regal Rexnord Corporation Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ROST Ross Stores, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ROL Rollins, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| RNR RenaissanceRe Holdings Ltd. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| RBA RB Global Inc | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PWCDF Power Corporation of Canada | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PSTG Pure Storage, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PRVA Privia Health Group Inc. Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PROSY Prosus NV ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PPL PPL Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PPG PPG Industries, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PM Philip Morris International, Inc. | Sell | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PGR Progressive Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PEP PepsiCo, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PEG Public Service Enterprise Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| PDFS PDF Solutions, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| OTIS Otis Worldwide Corporation Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ORLY O'Reilly Automotive, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ORI Old Republic International Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ORCL Oracle Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| OKE ONEOK, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NVS Novartis AG Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NTR Nutrien Ltd. Common Shares | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NSRGY Nestle SA ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NOW ServiceNow, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NOV National Oilwell Varco, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NEM Newmont Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MSI Motorola Solutions, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MSADY MS&AD Insurance Group Holdings Inc ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MS Morgan Stanley | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MOD Modine Manufacturing Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MO Altria Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MLM Martin Marietta Materials, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MLI Mueller Industries, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MKL Markel Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MKKGY Merck KGaA ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MIELY Mitsubishi Electric Corp ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MEDP Medpace Holdings, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MDT Medtronic Plc | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MA Mastercard, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| MA Mastercard, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| LYG Lloyds Banking Group Plc American Depositary Shares | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| LVMUY Lvmh Moet Hennessy Louis Vuitton SE ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| LRCX Lam Research Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| LOPE Grand Canyon Education, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| LLY Eli Lilly & Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| LECO Lincoln Electric Holdings, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| KWR Quaker Chemical Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| KR The Kroger Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| KO The Coca-Cola Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| KNSL Kinsale Capital Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| JPM JPMorgan Chase & Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| JNJ Johnson & Johnson | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| JMHLY Jardine Matheson Holdings Ltd ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| IWM iShares Russell 2000 ETF | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| IWM iShares Russell 2000 ETF | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| IT Gartner, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| INTU Intuit, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| INTU Intuit, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| IMO Imperial Oil Limited Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| IFF International Flavors & Fragrances, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| IDXX IDEXX Laboratories, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ICE Intercontinental Exchange, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| HON Honeywell International, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| HLN Haleon plc American Depositary Shares (Each representing two Ordinary Shares) | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| HEINY Heineken NV ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| HEI HEICO Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| HCA HCA Healthcare, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GWRE Guidewire Software, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GLOB Globant S.A. Common Shares | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GLD SPDR Gold Shares | Sell | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| GDDY GoDaddy, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FRPT Freshpet Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FNV Franco-Nevada Corporation | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FND Floor & Decor Holdings, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FIVE Five Below, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FICO Fair Isaac Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FAST Fastenal Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| FANUY Fanuc Corp ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| EXPD Expeditors International of Washington, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| EXC Exelon Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| EVR Evercore, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| EQR Equity Residential | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ENSG The Ensign Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ENB Enbridge Inc Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ELV Elevance Health Inc. Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| EFX Equifax, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| EBAY eBay, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DUK Duke Energy Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DTE DTE Energy Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DT Dynatrace Inc. Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DOCS Doximity Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DIS The Walt Disney Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DIA SPDR Dow Jones Industrial Average ETF Trust | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DIA SPDR Dow Jones Industrial Average ETF Trust | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DHR Danaher Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DHR Danaher Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DG Dollar General Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| DANOY Danone SA ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CVX Chevron Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CVX Chevron Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CTAS Cintas Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CSL Carlisle Cos., Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CSGP CoStar Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CRM salesforce.com, inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CPRT Copart, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| COP ConocoPhillips | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CNP CenterPoint Energy, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CMI Cummins, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CME CME Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CMCSA Comcast Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CL Colgate-Palmolive Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CINF Cincinnati Financial Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CHTR Charter Communications, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CHRW C.H. Robinson Worldwide, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CG The Carlyle Group Inc. Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CFRUY Compagnie Financiere Richemont SA ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CDW CDW Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CCJ Cameco Corporation Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| CASY Casey's General Stores, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BTI British American Tobacco Industries p.l.c. Common Stock ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BRKB Berkshire Hathaway Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BR Broadridge Financial Solutions, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BK The Bank of New York Mellon Corporation | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BIO Bio-Rad Laboratories Inc Class A | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BDX Becton, Dickinson and Company | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BAH Booz Allen Hamilton Holding Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BAESY Bae Systems PLC | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| BA Boeing Co | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| B Barrick Mining Corp | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AXP American Express Co. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AWK American Water Works Co., Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AVGO Broadcom, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AVGO Broadcom, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ATO Atmos Energy Corp. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AON Aon Plc | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AME AMETEK, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AMAT Applied Materials, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ALL Allstate Corp | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ALKT Alkami Technology Inc. Common Stock | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AIG American International Group, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AEP American Electric Power Co., Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ADSK Autodesk, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ADI Analog Devices, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ACN Accenture Plc | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ABT Abbott Laboratories | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ABEV Ambev SA | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| ABBV AbbVie, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| AAGIY AIA Group Ltd ADR | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| A Agilent Technologies, Inc. | Sell | $1K – $15K | Self | Jan 30, 2026 | 22d late filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $250K – $500K | Self | Jan 28, 2026 | 24d late filing ↗ |
| T AT&T Inc | Sell | $1K – $15K | Self | Jan 28, 2026 | 24d late filing ↗ |
| ORCL Oracle Corp. | Sell | $1K – $15K | Self | Jan 28, 2026 | 24d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $50K – $100K | Self | Jan 28, 2026 | 24d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Jan 28, 2026 | 24d late filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $15K – $50K | Self | Jan 28, 2026 | 24d late filing ↗ |
| GOOGL Alphabet Inc Class A | Sell | $1K – $15K | Self | Jan 28, 2026 | 24d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $15K – $50K | Self | Jan 28, 2026 | 24d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Jan 28, 2026 | 24d late filing ↗ |
| TTTXX Treasury Trust Fund Institutional Shares | Sell | $50K – $100K | Self | Jan 28, 2026 | 24d late filing ↗ |
| TTTXX Treasury Trust Fund Institutional Shares | Sell | $50K – $100K | Self | Jan 28, 2026 | 24d late filing ↗ |
| LEWISVILLE TEX INDPT SCH DIST UNLTD TAX PSF GTD JUL20 05.000%AUG15 2026 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| FLORIDA ST BRD ED PUB ED CAP OUTLAY REF BDS SER B SEP17 05.000%JUN01 2027 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| NY ST DORM AUTH SLS TAX REV BDS SER C PRF28 JUL18 05.000%MAR15 2029 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| MAINE ST GO BDS SER B JUN19 05.000%JUN01 2028 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| LOWER COLO RIV AT TEX TRANS RV REF BDS LCRA MAY20 05.000%MAY15 2030 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| OHIO ST ADULT CORRECTIONAL CAP FACS B NOV17 05.000%OCT01 2030 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| WASHINGTON ST VARIOUS PURP GO BDS SER C FEB19 05.000%FEB01 2033 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| CENTRAL PUGET SOUND WA RTA REV IMPT REF BDS 1 S NOV21 05.000%NOV01 2034 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| MICHIGAN FIN AUTH REV HOSP REF BDS BHSH SER A MAY22 05.000%APR15 2037 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2033 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| NEW YORK ST URBAN DEV CORP REV PERS INCOME E DEC20 05.000%MAR15 2031 bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| NORTH CAROLINA ST GO REF BDS SER A MAR16 05.000%JUN01 2028 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| TEXAS A & M UNIV REV FING SYS BDS SER E DEC17 05.000%MAY15 2027 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| OHIO ST HWY CAP IMPT GO BDS W JUN20 05.000%MAY01 2031 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| UNIVERSITY UTAH UNIV REV GEN BDS SER A DEC19 05.000%AUG01 2032 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| UNIV CALIF REGTS MED CTR POOLED REV BDS SER P MAY22 05.000%MAY15 2037 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| DISTRICT COLUMBIA GO BDS SER A FEB19 05.000%OCT15 2034 | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| MARYLAND ST TRANSN AUTH TRANSN FACS PRJS REV JUN20 05.000%JUL01 2035 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2029 Bond | Sell | $1K – $15K | Self | Jan 23, 2026 | 29d late filing ↗ |
Asset holdings
Nominee 278 (09/29/2025) · filed Sep 29, 2025| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 261 | $3.9M |
| Employment assets | 178 | $1.7M |
| Spouse's assets | 76 | $1.1M |
All positions
514 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl | Spouse's assets | Spouse | $250K – $500K | — |
| BlackRock Liquidity Funds Treasury Trust Fund Institutional Shares TTTXX | Other assets | — | $250K – $500K | $5K – $15K |
| Ivy Hill Advisors, LLC (Public Affairs Consulting) | Employment assets | Self | $100K – $250K | — |
| Fidelity 500 Index Fund | Spouse's assets | Spouse | $100K – $250K | — |
| Northwestern Mutual Insurance 1 (Whole) | Other assets | — | $100K – $250K | — |
| Northwestern Mutual Insurance 2 (Whole) | Other assets | — | $100K – $250K | — |
| Invesco NASDAQ 100 ETF QQQM | Employment assets | Self | $50K – $100K | — |
| NVIDIA Corp. NVDA | Other assets | — | $50K – $100K | — |
| T Rowe Price Tax-Efficient Equity Fund PREFX | Other assets | — | $50K – $100K | — |
| Hamilton Lane Private Assets Fund Class R XHLRX | Other assets | — | $50K – $100K | $1K – $2.5K |
| Blackstone Real Estate Income Trust Inc Class S Brokerage Class | Other assets | — | $50K – $100K | Capital Gains · $1K – $2.5K |
| Partners Group Private Equity Master Fund LLC Class A | Other assets | — | $50K – $100K | $1K – $2.5K |
| NY Life Insurance (Whole) | Other assets | — | $50K – $100K | — |
| NY Life Insurance (Whole) | Other assets | — | $50K – $100K | — |
| JPMorgan US Equity Fund Class R6 Shares JUEMX | Other assets | — | $50K – $100K | — |
| JPMorgan US Equity Fund Class R6 Shares JUEMX | Other assets | — | $50K – $100K | — |
| Coller Secondaries Private Equity Opportunities Fund | Other assets | — | $50K – $100K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $15K – $50K | — |
| NVIDIA Corp. NVDA | Employment assets | Self | $15K – $50K | — |
| SPDR Gold Shares GLD | Employment assets | Self | $15K – $50K | — |
| NVIDIA Corp. NVDA | Employment assets | Self | $15K – $50K | — |
| Alphabet, Inc. GOOG | Other assets | — | $15K – $50K | — |
| Amazon.com, Inc. AMZN | Other assets | — | $15K – $50K | — |
| Apple, Inc. AAPL | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Meta Platforms Inc. Class A Common Stock META | Other assets | — | $15K – $50K | — |
| Microsoft Corp. MSFT | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Starwood Real Estate Income Trust Inc Class S Brokerage Class | Other assets | — | $15K – $50K | Nondividend distributions · $1.4K |
| Blackstone Private Credit Fund Class S | Other assets | — | $15K – $50K | $1K – $2.5K |
| TPG Twin Brook Capital Income Fund Class S | Other assets | — | $15K – $50K | $1K – $2.5K |
| Blue Owl Credit Income CORP. Class S | Other assets | — | $15K – $50K | $1K – $2.5K |
| Blue Owl Technology Finance CORP. | Other assets | — | $15K – $50K | $1K – $2.5K |
| NB Crossroads Private Markets Fund VII LP | Other assets | — | $15K – $50K | — |
| Amazon.com, Inc. AMZN | Other assets | — | $15K – $50K | — |
| KKR Real Estate Select Trust INC. Class U | Other assets | — | $15K – $50K | $201 – $1K |
| KKR Infrastructure Conglomerate LLC Class U | Other assets | — | $15K – $50K | Capital Gains Dividends Interest · $201 – $1K |
| New York N Y GO BDS Ser C OCT20 05.000%AUG01 2034 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Broward CNTY Fla Tourist Dev Tax Rev BDS DEC21 05.000%SEP01 2032 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Texas WTR Dev BRD Rev St Revolving FD Rev BDS JUN20 05.000%AUG01 2027 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | Other assets | — | $15K – $50K | $1K – $2.5K |
| The Flagship Real Estate Fund | Other assets | — | $15K – $50K | — |
| Residential rental property, Washington D.C. | Other assets | — | $15K – $50K | — |
| Oaktree Strategic Credit Fund | Other assets | — | $15K – $50K | — |
| Abbott Laboratories ABT | Employment assets | Self | $1K – $15K | — |
| ACV Auctions Inc. Class A Common Stock ACVA | Employment assets | Self | $1K – $15K | — |
| Advanced Drainage Systems, Inc. WMS | Employment assets | Self | $1K – $15K | — |
| Advanced Micro Devices, Inc. AMD | Employment assets | Self | $1K – $15K | — |
| Agilent Technologies, Inc. A | Employment assets | Self | $1K – $15K | — |
| Alphabet Inc SHS CL A GOOGL | Employment assets | Self | $1K – $15K | — |
| Amazon.com, Inc. AMZN | Employment assets | Self | $1K – $15K | — |
| Apple, Inc. AAPL | Employment assets | Self | $1K – $15K | — |
| Baldwin Insurance GRP Inc BWIN | Employment assets | Self | $1K – $15K | — |
| The Brink's Co. BCO | Employment assets | Self | $1K – $15K | — |
| Broadcom, Inc. AVGO | Employment assets | Self | $1K – $15K | — |
| Cameco Corporation Common Stock CCJ | Employment assets | Self | $1K – $15K | — |
| The Carlyle Group Inc. Common Stock CG | Employment assets | Self | $1K – $15K | — |
| Chipotle Mexican Grill, Inc. CMG | Employment assets | Self | $1K – $15K | — |
| Clearwater Analytics Holdings Inc. Class A Common Stock CWAN | Employment assets | Self | $1K – $15K | — |
| Confluent Inc. Class A Common Stock CFLT | Employment assets | Self | $1K – $15K | — |
| Copart, Inc. CPRT | Employment assets | Self | $1K – $15K | — |
| Doximity Inc. Class A Common Stock DOCS | Employment assets | Self | $1K – $15K | — |
| Dynatrace Inc. Common Stock DT | Employment assets | Self | $1K – $15K | — |
| Evercore, Inc. EVR | Employment assets | Self | $1K – $15K | — |
| Hammond PWR Sol A Subvtg HMDPF | Employment assets | Self | $1K – $15K | — |
| IDEXX Laboratories, Inc. IDXX | Employment assets | Self | $1K – $15K | — |
| Intuit, Inc. INTU | Employment assets | Self | $1K – $15K | — |
| Mastercard, Inc. MA | Employment assets | Self | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | Employment assets | Self | $1K – $15K | — |
| Modine Manufacturing Co. MOD | Employment assets | Self | $1K – $15K | — |
| Montrose Environmental Group Inc. Common Stock MEG | Employment assets | Self | $1K – $15K | — |
| Oracle Corp. ORCL | Employment assets | Self | $1K – $15K | — |
| Pure Storage, Inc. PSTG | Employment assets | Self | $1K – $15K | — |
| Q2 Holdings, Inc. QTWO | Employment assets | Self | $1K – $15K | — |
| ServiceNow, Inc. NOW | Employment assets | Self | $1K – $15K | — |
| TransUnion TRU | Employment assets | Self | $1K – $15K | — |
| Tyler Technologies, Inc. TYL | Employment assets | Self | $1K – $15K | — |
| UnitedHealth Group, Inc. UNH | Employment assets | Self | $1K – $15K | — |
| Verra Mobility Corp. VRRM | Employment assets | Self | $1K – $15K | — |
| Walmart, Inc. WMT | Employment assets | Self | $1K – $15K | — |
| West Pharmaceutical Services, Inc. WST | Employment assets | Self | $1K – $15K | — |
| Aia Group LTD AAGIY | Employment assets | Self | $1K – $15K | — |
| Alphabet, Inc. GOOG | Employment assets | Self | $1K – $15K | — |
| Ambev SA ABEV | Employment assets | Self | $1K – $15K | — |
| American Express Co. AXP | Employment assets | Self | $1K – $15K | — |
| Bae Systems PLC SPN ADR BAESY | Employment assets | Self | $1K – $15K | — |
| The Bank of New York Mellon Corporation BK | Employment assets | Self | $1K – $15K | — |
| Barrick Mining Corp B | Employment assets | Self | $1K – $15K | — |
| Becton, Dickinson and Company BDX | Employment assets | Self | $1K – $15K | — |
| BIO-Rad Laboratories, Inc. BIO | Employment assets | Self | $1K – $15K | — |
| British American Tobacco Industries p.l.c. Common Stock ADR BTI | Employment assets | Self | $1K – $15K | — |
| C.H. Robinson Worldwide, Inc. CHRW | Employment assets | Self | $1K – $15K | — |
| Compagnie Financiere Richemont CFRUY | Employment assets | Self | $1K – $15K | — |
| Colgate-Palmolive Co. CL | Employment assets | Self | $1K – $15K | — |
| Comcast Corp. CMCSA | Employment assets | Self | $1K – $15K | — |
| Cummins, Inc. CMI | Employment assets | Self | $1K – $15K | — |
| Danone-spons ADR DANOY | Employment assets | Self | $1K – $15K | — |
| Dollar General Corp. DG | Employment assets | Self | $1K – $15K | — |
| Elevance Health Inc. Common Stock ELV | Employment assets | Self | $1K – $15K | — |
| Equity Residential EQR | Employment assets | Self | $1K – $15K | — |
| Expeditors International of Washington, Inc. EXPD | Employment assets | Self | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Employment assets | Self | $1K – $15K | — |
| Fanuc Ltd-unsp FANUY | Employment assets | Self | $1K – $15K | — |
| Fomento Economico Mexicano S.A.B. de C.V. Common Stock FMX | Employment assets | Self | $1K – $15K | — |
| Haleon plc American Depositary Shares (Each representing two Ordinary Shares) HLN | Employment assets | Self | $1K – $15K | — |
| HCA Healthcare, Inc. HCA | Employment assets | Self | $1K – $15K | — |
| Imperial Oil Limited Common Stock IMO | Employment assets | Self | $1K – $15K | — |
| Lloyds Banking Group Plc American Depositary Shares LYG | Employment assets | Self | $1K – $15K | — |
| LVMH Moet Hennessy Louis Vuitton ADR LVMUY | Employment assets | Self | $1K – $15K | — |
| Medtronic Plc MDT | Employment assets | Self | $1K – $15K | — |
| Merck Kgaa-adr MKKGY | Employment assets | Self | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | Employment assets | Self | $1K – $15K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $1K – $15K | — |
| Mitsubishi Elec ADR MIELY | Employment assets | Self | $1K – $15K | — |
| MS&AD Insurance Group HLDGS MSADY | Employment assets | Self | $1K – $15K | — |
| Newmont Corp. NEM | Employment assets | Self | $1K – $15K | — |
| Oracle Corp. ORCL | Employment assets | Self | $1K – $15K | — |
| Otis Worldwide Corporation Common Stock OTIS | Employment assets | Self | $1K – $15K | — |
| Philip Morris International, Inc. PM | Employment assets | Self | $1K – $15K | — |
| Power Corporation Of Candada LTD PWCDF | Employment assets | Self | $1K – $15K | — |
| Prosus N V PROSY | Employment assets | Self | $1K – $15K | — |
| Reckitt Benckiser Group RBGLY | Employment assets | Self | $1K – $15K | — |
| Salesforce INC. CRM | Employment assets | Self | $1K – $15K | — |
| Schlumberger NV SLB | Employment assets | Self | $1K – $15K | — |
| Secom Co LTD ADR SOMLY | Employment assets | Self | $1K – $15K | — |
| Shell PLC SHEL | Employment assets | Self | $1K – $15K | — |
| Shimano Inc ADR SMNNY | Employment assets | Self | $1K – $15K | — |
| SMC Corp Japan SMCAY | Employment assets | Self | $1K – $15K | — |
| Sompo Holdings, INC. SMPNY | Employment assets | Self | $1K – $15K | — |
| SPDR Bloomberg 1-3 Month T-Bill ETF BIL | Employment assets | Self | $1K – $15K | — |
| Taiwan Semiconductor Manufacturing Company Ltd. TSM | Employment assets | Self | $1K – $15K | — |
| Texas Instruments Incorporated TXN | Employment assets | Self | $1K – $15K | — |
| Unilever PLC Common Stock UL | Employment assets | Self | $1K – $15K | — |
| Universal Health Services, Inc. UHS | Employment assets | Self | $1K – $15K | — |
| Uol Group LTD Spon ADR UOLGY | Employment assets | Self | $1K – $15K | — |
| Wheaton Precious Metals Corp Common Shares (Canada) WPM | Employment assets | Self | $1K – $15K | — |
| Willis Towers Watson Public Limited Company Ordinary Shares WTW | Employment assets | Self | $1K – $15K | — |
| Allstate Corp Del Com ALL | Employment assets | Self | $1K – $15K | — |
| Altria Group, Inc. MO | Employment assets | Self | $1K – $15K | — |
| American International Group, Inc. AIG | Employment assets | Self | $1K – $15K | — |
| American Water Works Co., Inc. AWK | Employment assets | Self | $1K – $15K | — |
| American Electric Power Co., Inc. AEP | Employment assets | Self | $1K – $15K | — |
| AT&T INC. T | Employment assets | Self | $1K – $15K | — |
| Atmos Energy Corp. ATO | Employment assets | Self | $1K – $15K | — |
| CenterPoint Energy, Inc. CNP | Employment assets | Self | $1K – $15K | — |
| Cigna Corp. CI | Employment assets | Self | $1K – $15K | — |
| Cincinnati Financial Corp. CINF | Employment assets | Self | $1K – $15K | — |
| CME Group, Inc. CME | Employment assets | Self | $1K – $15K | — |
| The Coca-Cola Co. KO | Employment assets | Self | $1K – $15K | — |
| Diageo plc Common Stock DEO | Employment assets | Self | $1K – $15K | — |
| DTE Energy Co. DTE | Employment assets | Self | $1K – $15K | — |
| Duke Energy Corp. DUK | Employment assets | Self | $1K – $15K | — |
| Enbridge Inc Common Stock ENB | Employment assets | Self | $1K – $15K | — |
| Exelon Corporation EXC | Employment assets | Self | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Employment assets | Self | $1K – $15K | — |
| Johnson & Johnson JNJ | Employment assets | Self | $1K – $15K | — |
| The Kroger Co. KR | Employment assets | Self | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | Employment assets | Self | $1K – $15K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $1K – $15K | — |
| NextEra Energy, Inc. NEE | Employment assets | Self | $1K – $15K | — |
| Novartis AG Common Stock NVS | Employment assets | Self | $1K – $15K | — |
| Philip Morris International, Inc. PM | Employment assets | Self | $1K – $15K | — |
| PPL Corp. PPL | Employment assets | Self | $1K – $15K | — |
| Progressive Corp. PGR | Employment assets | Self | $1K – $15K | — |
| Verizon Communications, Inc. VZ | Employment assets | Self | $1K – $15K | — |
| Visa, Inc. V | Employment assets | Self | $1K – $15K | — |
| Xcel Energy, Inc. XEL | Employment assets | Self | $1K – $15K | — |
| Alkami Technology Inc. Common Stock ALKT | Employment assets | Self | $1K – $15K | — |
| Alphabet Inc SHS CL A GOOGL | Employment assets | Self | $1K – $15K | — |
| Alphabet, Inc. GOOG | Employment assets | Self | $1K – $15K | — |
| Amazon.com, Inc. AMZN | Employment assets | Self | $1K – $15K | — |
| Analog Devices, Inc. ADI | Employment assets | Self | $1K – $15K | — |
| Cintas Corp. CTAS | Employment assets | Self | $1K – $15K | — |
| CoStar Group, Inc. CSGP | Employment assets | Self | $1K – $15K | — |
| Danaher Corp. DHR | Employment assets | Self | $1K – $15K | — |
| The Ensign Group, Inc. ENSG | Employment assets | Self | $1K – $15K | — |
| Fair Isaac Corp. FICO | Employment assets | Self | $1K – $15K | — |
| Fastenal Co. FAST | Employment assets | Self | $1K – $15K | — |
| Five Below, Inc. FIVE | Employment assets | Self | $1K – $15K | — |
| Floor & Decor Holdings, Inc. FND | Employment assets | Self | $1K – $15K | — |
| Freshpet Inc. FRPT | Employment assets | Self | $1K – $15K | — |
| Globant S.A. Common Shares GLOB | Employment assets | Self | $1K – $15K | — |
| Grand Canyon Education, Inc. LOPE | Employment assets | Self | $1K – $15K | — |
| Guidewire Software, Inc. GWRE | Employment assets | Self | $1K – $15K | — |
| HEICO Corp. HEI | Employment assets | Self | $1K – $15K | — |
| IDEXX Laboratories, Inc. IDXX | Employment assets | Self | $1K – $15K | — |
| Kinsale Capital Group, Inc. KNSL | Employment assets | Self | $1K – $15K | — |
| Medpace Holdings, Inc. MEDP | Employment assets | Self | $1K – $15K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $1K – $15K | — |
| Motorola Solutions, Inc. MSI | Employment assets | Self | $1K – $15K | — |
| Netflix, Inc. NFLX | Employment assets | Self | $1K – $15K | — |
| Paycom Software, Inc. PAYC | Employment assets | Self | $1K – $15K | — |
| Paylocity Holding Corp. PCTY | Employment assets | Self | $1K – $15K | — |
| Privia Health Group Inc. Common Stock PRVA | Employment assets | Self | $1K – $15K | — |
| RB Global Inc. RBA | Employment assets | Self | $1K – $15K | — |
| Rollins, Inc. ROL | Employment assets | Self | $1K – $15K | — |
| S&P Global, Inc. SPGI | Employment assets | Self | $1K – $15K | — |
| Salesforce Inc. CRM | Employment assets | Self | $1K – $15K | — |
| ServiceNow, Inc. NOW | Employment assets | Self | $1K – $15K | — |
| Starbucks Corp. SBUX | Employment assets | Self | $1K – $15K | — |
| Synopsys, Inc. SNPS | Employment assets | Self | $1K – $15K | — |
| Tesla, Inc. TSLA | Employment assets | Self | $1K – $15K | — |
| Tyler Technologies, Inc. TYL | Employment assets | Self | $1K – $15K | — |
| UnitedHealth Group, Inc. UNH | Employment assets | Self | $1K – $15K | — |
| Veeva Systems, Inc. VEEV | Employment assets | Self | $1K – $15K | — |
| Verisk Analytics, Inc. VRSK | Employment assets | Self | $1K – $15K | — |
| Visa, Inc. V | Employment assets | Self | $1K – $15K | — |
| West Pharmaceutical Services, Inc. WST | Employment assets | Self | $1K – $15K | — |
| Workiva, Inc. WK | Employment assets | Self | $1K – $15K | — |
| Alphabet, Inc. GOOG | Spouse's assets | Spouse | $1K – $15K | — |
| AMETEK, Inc. AME | Spouse's assets | Spouse | $1K – $15K | — |
| Autodesk, Inc. ADSK | Spouse's assets | Spouse | $1K – $15K | — |
| Booz Allen Hamilton Holding Corp. BAH | Spouse's assets | Spouse | $1K – $15K | — |
| Broadridge Financial Solutions, Inc. BR | Spouse's assets | Spouse | $1K – $15K | — |
| Carlisle Cos., Inc. CSL | Spouse's assets | Spouse | $1K – $15K | — |
| CDW Corp. CDW | Spouse's assets | Spouse | $1K – $15K | — |
| Danaher Corp. DHR | Spouse's assets | Spouse | $1K – $15K | — |
| Equifax, Inc. EFX | Spouse's assets | Spouse | $1K – $15K | — |
| Fiserv, Inc. FISV | Spouse's assets | Spouse | $1K – $15K | — |
| Gartner, Inc. IT | Spouse's assets | Spouse | $1K – $15K | — |
| GoDaddy, Inc. GDDY | Spouse's assets | Spouse | $1K – $15K | — |
| Markel Corp. MKL | Spouse's assets | Spouse | $1K – $15K | — |
| Martin Marietta Materials, Inc. MLM | Spouse's assets | Spouse | $1K – $15K | — |
| O'reilly Automotive INC. ORLY | Spouse's assets | Spouse | $1K – $15K | — |
| Ross Stores, Inc. ROST | Spouse's assets | Spouse | $1K – $15K | — |
| S&P Global, Inc. SPGI | Spouse's assets | Spouse | $1K – $15K | — |
| The Sherwin-Williams Co. SHW | Spouse's assets | Spouse | $1K – $15K | — |
| STERIS Plc (Ireland) STE | Spouse's assets | Spouse | $1K – $15K | — |
| Thermo Fisher Scientific, Inc. TMO | Spouse's assets | Spouse | $1K – $15K | — |
| The TJX Cos., Inc. TJX | Spouse's assets | Spouse | $1K – $15K | — |
| TransUnion TRU | Spouse's assets | Spouse | $1K – $15K | — |
| Trimble, Inc. TRMB | Spouse's assets | Spouse | $1K – $15K | — |
| Verisk Analytics, Inc. VRSK | Spouse's assets | Spouse | $1K – $15K | — |
| Visa, Inc. V | Spouse's assets | Spouse | $1K – $15K | — |
| White Mountains Insurance Group Ltd. WTM | Spouse's assets | Spouse | $1K – $15K | — |
| Abbott Laboratories ABT | Spouse's assets | Spouse | $1K – $15K | — |
| Alphabet Inc SHS CL A GOOGL | Spouse's assets | Spouse | $1K – $15K | — |
| Alphabet, Inc. GOOG | Spouse's assets | Spouse | $1K – $15K | — |
| Amazon.com, Inc. AMZN | Spouse's assets | Spouse | $1K – $15K | — |
| American Express Co. AXP | Spouse's assets | Spouse | $1K – $15K | — |
| American Tower Corporation (REIT) AMT | Spouse's assets | Spouse | $1K – $15K | — |
| Aon Plc AON | Spouse's assets | Spouse | $1K – $15K | — |
| Apple, Inc. AAPL | Spouse's assets | Spouse | $1K – $15K | — |
| BlackRock, Inc. BLK | Spouse's assets | Spouse | $1K – $15K | — |
| Boeing Co BA | Spouse's assets | Spouse | $1K – $15K | — |
| Broadcom, Inc. AVGO | Spouse's assets | Spouse | $1K – $15K | — |
| Chevron Corp. CVX | Spouse's assets | Spouse | $1K – $15K | — |
| ConocoPhillips COP | Spouse's assets | Spouse | $1K – $15K | — |
| Dell Technologies, Inc. DELL | Spouse's assets | Spouse | $1K – $15K | — |
| The Walt Disney Co. DIS | Spouse's assets | Spouse | $1K – $15K | — |
| DTE Energy Co. DTE | Spouse's assets | Spouse | $1K – $15K | — |
| eBay, Inc. EBAY | Spouse's assets | Spouse | $1K – $15K | — |
| Electronic Arts, Inc. EA | Spouse's assets | Spouse | $1K – $15K | — |
| Eli Lilly & Co. LLY | Spouse's assets | Spouse | $1K – $15K | — |
| Honeywell International, Inc. HON | Spouse's assets | Spouse | $1K – $15K | — |
| Intuit, Inc. INTU | Spouse's assets | Spouse | $1K – $15K | — |
| JPMorgan Chase & Co. JPM | Spouse's assets | Spouse | $1K – $15K | — |
| Mastercard, Inc. MA | Spouse's assets | Spouse | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | Spouse's assets | Spouse | $1K – $15K | — |
| Microsoft Corp. MSFT | Spouse's assets | Spouse | $1K – $15K | — |
| NVIDIA Corp. NVDA | Spouse's assets | Spouse | $1K – $15K | — |
| Pinterest, Inc. PINS | Spouse's assets | Spouse | $1K – $15K | — |
| Procter & Gamble Co. PG | Spouse's assets | Spouse | $1K – $15K | — |
| Public Service Enterprise Group, Inc. PEG | Spouse's assets | Spouse | $1K – $15K | — |
| RTX Corporation Common Stock RTX | Spouse's assets | Spouse | $1K – $15K | — |
| S&P Global, Inc. SPGI | Spouse's assets | Spouse | $1K – $15K | — |
| The Charles Schwab Corp. SCHW | Spouse's assets | Spouse | $1K – $15K | — |
| Synopsys, Inc. SNPS | Spouse's assets | Spouse | $1K – $15K | — |
| T-Mobile US, Inc. TMUS | Spouse's assets | Spouse | $1K – $15K | — |
| TE Connectivity Ltd. TEL | Spouse's assets | Spouse | $1K – $15K | — |
| Tesla, Inc. TSLA | Spouse's assets | Spouse | $1K – $15K | — |
| Uber Technologies, Inc. UBER | Spouse's assets | Spouse | $1K – $15K | — |
| Vertex Pharmaceuticals, Inc. VRTX | Spouse's assets | Spouse | $1K – $15K | — |
| Visa, Inc. V | Spouse's assets | Spouse | $1K – $15K | — |
| Walmart, Inc. WMT | Spouse's assets | Spouse | $1K – $15K | — |
| Wells Fargo & Co. WFC | Spouse's assets | Spouse | $1K – $15K | — |
| Zimmer Biomet Holdings, Inc. ZBH | Spouse's assets | Spouse | $1K – $15K | — |
| Abbott Laboratories ABT | Other assets | — | $1K – $15K | — |
| AbbVie, Inc. ABBV | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Accenture Plc ACN | Other assets | — | $1K – $15K | — |
| Adobe, Inc. ADBE | Other assets | — | $1K – $15K | — |
| Advanced Micro Devices, Inc. AMD | Other assets | — | $1K – $15K | — |
| Aflac, Inc. AFL | Other assets | — | $1K – $15K | — |
| Alphabet, Inc. Cl A GOOGL | Other assets | — | $1K – $15K | — |
| American Express Co. AXP | Other assets | — | $1K – $15K | — |
| Ameren Corp. AEE | Other assets | — | $1K – $15K | — |
| American Tower Corporation (REIT) AMT | Other assets | — | $1K – $15K | — |
| Ameriprise Financial, Inc. AMP | Other assets | — | $1K – $15K | — |
| Amgen Inc. AMGN | Other assets | — | $1K – $15K | — |
| American Electric Power Co., Inc. AEP | Other assets | — | $1K – $15K | — |
| Applied Materials, Inc. AMAT | Other assets | — | $1K – $15K | — |
| Arista Networks, Inc. ANET | Other assets | — | $1K – $15K | — |
| AT&T, Inc. T | Other assets | — | $1K – $15K | — |
| Automatic Data Processing, Inc. ADP | Other assets | — | $1K – $15K | — |
| Baker Hughes Co BKR | Other assets | — | $1K – $15K | — |
| The Bank of New York Mellon Corporation BK | Other assets | — | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Other assets | — | $1K – $15K | — |
| BlackRock, Inc. BLK | Other assets | — | $1K – $15K | — |
| Broadcom, Inc. AVGO | Other assets | — | $1K – $15K | — |
| Capital One Financial Corp. COF | Other assets | — | $1K – $15K | — |
| Carnival Corp. CCL | Other assets | — | $1K – $15K | — |
| Caterpillar, Inc. CAT | Other assets | — | $1K – $15K | — |
| CBRE Group, Inc. CBRE | Other assets | — | $1K – $15K | — |
| Cigna Corp. CI | Other assets | — | $1K – $15K | — |
| Cloudflare Inc. Class A Common Stock NET | Other assets | — | $1K – $15K | — |
| The Coca-Cola Co. KO | Other assets | — | $1K – $15K | — |
| Colgate-Palmolive Co. CL | Other assets | — | $1K – $15K | — |
| Comcast Corp. CMCSA | Other assets | — | $1K – $15K | — |
| Constellation Energy Corporation Common Stock CEG | Other assets | — | $1K – $15K | — |
| Corteva, Inc. CTVA | Other assets | — | $1K – $15K | — |
| Costco Wholesale Corp. COST | Other assets | — | $1K – $15K | — |
| Deere & Co. DE | Other assets | — | $1K – $15K | — |
| Diamondback Energy, Inc. FANG | Other assets | — | $1K – $15K | — |
| The Walt Disney Co. DIS | Other assets | — | $1K – $15K | — |
| Dollar General Corp. DG | Other assets | — | $1K – $15K | — |
| Duke Energy Corp. DUK | Other assets | — | $1K – $15K | — |
| DuPont de Nemours, Inc. DD | Other assets | — | $1K – $15K | — |
| Eaton Corp. Plc ETN | Other assets | — | $1K – $15K | — |
| Electronic Arts, Inc. EA | Other assets | — | $1K – $15K | — |
| Eli Lilly & Co. LLY | Other assets | — | $1K – $15K | — |
| Entergy Corp. ETR | Other assets | — | $1K – $15K | — |
| EOG Resources, Inc. EOG | Other assets | — | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Other assets | — | $1K – $15K | — |
| FedEx Corp. FDX | Other assets | — | $1K – $15K | — |
| Fifth Third Bancorp FITB | Other assets | — | $1K – $15K | — |
| Arthur J. Gallagher & Co. AJG | Other assets | — | $1K – $15K | — |
| Garmin Ltd. GRMN | Other assets | — | $1K – $15K | — |
| GE Aerospace GE | Other assets | — | $1K – $15K | — |
| GE Vernova, Inc. GEV | Other assets | — | $1K – $15K | — |
| General Mills, Inc. GIS | Other assets | — | $1K – $15K | — |
| General Motors Co. GM | Other assets | — | $1K – $15K | — |
| Halliburton Co. HAL | Other assets | — | $1K – $15K | — |
| The Home Depot, Inc. HD | Other assets | — | $1K – $15K | — |
| Honeywell International, Inc. HON | Other assets | — | $1K – $15K | — |
| Illinois Tool Works, Inc. ITW | Other assets | — | $1K – $15K | — |
| Insulet Corp. PODD | Other assets | — | $1K – $15K | — |
| Intuit, Inc. INTU | Other assets | — | $1K – $15K | — |
| Intuitive Surgical, Inc. ISRG | Other assets | — | $1K – $15K | — |
| IQVIA Holdings, Inc. IQV | Other assets | — | $1K – $15K | — |
| Johnson & Johnson JNJ | Other assets | — | $1K – $15K | — |
| JPMorgan Chase & Co. JPM | Other assets | — | $1K – $15K | — |
| KeyCorp KEY | Other assets | — | $1K – $15K | — |
| KKR & Co., Inc. KKR | Other assets | — | $1K – $15K | — |
| KLA Corp. KLAC | Other assets | — | $1K – $15K | — |
| Lam Research Corp. LRCX | Other assets | — | $1K – $15K | — |
| Lennar Corp. LEN | Other assets | — | $1K – $15K | — |
| Lockheed Martin Corp. LMT | Other assets | — | $1K – $15K | — |
| Loews Corp. L | Other assets | — | $1K – $15K | — |
| Lowe's Companies, Inc. LOW | Other assets | — | $1K – $15K | — |
| L3Harris Technologies, Inc. LHX | Other assets | — | $1K – $15K | — |
| Marsh & McLennan Cos., Inc. MMC | Other assets | — | $1K – $15K | — |
| Mastercard, Inc. MA | Other assets | — | $1K – $15K | — |
| McDonald's Corp. MCD | Other assets | — | $1K – $15K | — |
| McKesson Corp. MCK | Other assets | — | $1K – $15K | — |
| Micron Technology, Inc. MU | Other assets | — | $1K – $15K | — |
| Mondelez International, Inc. MDLZ | Other assets | — | $1K – $15K | — |
| Moody's Corp. MCO | Other assets | — | $1K – $15K | — |
| Morgan Stanley MS | Other assets | — | $1K – $15K | — |
| MSCI, Inc. MSCI | Other assets | — | $1K – $15K | — |
| Netflix, Inc. NFLX | Other assets | — | $1K – $15K | — |
| NextEra Energy, Inc. NEE | Other assets | — | $1K – $15K | — |
| Northrop Grumman Corp. NOC | Other assets | — | $1K – $15K | — |
| O'Reilly Automotive, Inc. ORLY | Other assets | — | $1K – $15K | — |
| Oracle Corp. ORCL | Other assets | — | $1K – $15K | — |
| PACCAR, Inc. PCAR | Other assets | — | $1K – $15K | — |
| Palantir Technologies Inc. Class A Common Stock PLTR | Other assets | — | $1K – $15K | — |
| Parker-Hannifin Corp. PH | Other assets | — | $1K – $15K | — |
| Paychex, Inc. PAYX | Other assets | — | $1K – $15K | — |
| Paycom Software, Inc. PAYC | Other assets | — | $1K – $15K | — |
| Philip Morris International, Inc. PM | Other assets | — | $1K – $15K | — |
| Phillips 66 PSX | Other assets | — | $1K – $15K | — |
| The PNC Financial Services Group, Inc. PNC | Other assets | — | $1K – $15K | — |
| Procter & Gamble Co. PG | Other assets | — | $1K – $15K | — |
| Progressive Corp. PGR | Other assets | — | $1K – $15K | — |
| Prologis, Inc. PLD | Other assets | — | $1K – $15K | — |
| Public Service Enterprise Group, Inc. PEG | Other assets | — | $1K – $15K | — |
| QUALCOMM, Inc. QCOM | Other assets | — | $1K – $15K | — |
| Regeneron Pharmaceuticals, Inc. REGN | Other assets | — | $1K – $15K | — |
| Republic Services, Inc. RSG | Other assets | — | $1K – $15K | — |
| ResMed, Inc. RMD | Other assets | — | $1K – $15K | — |
| Royal Caribbean Cruises Ltd. RCL | Other assets | — | $1K – $15K | — |
| RTX Corporation Common Stock RTX | Other assets | — | $1K – $15K | — |
| S&P Global, Inc. SPGI | Other assets | — | $1K – $15K | — |
| Salesforce, inc. CRM | Other assets | — | $1K – $15K | — |
| The Charles Schwab Corp. SCHW | Other assets | — | $1K – $15K | — |
| ServiceNow, Inc. NOW | Other assets | — | $1K – $15K | — |
| Starbucks Corp. SBUX | Other assets | — | $1K – $15K | — |
| Stryker Corp. SYK | Other assets | — | $1K – $15K | — |
| Synchrony Financial SYF | Other assets | — | $1K – $15K | — |
| T-Mobile US, Inc. TMUS | Other assets | — | $1K – $15K | — |
| Tesla, Inc. TSLA | Other assets | — | $1K – $15K | — |
| Texas Instruments Incorporated TXN | Other assets | — | $1K – $15K | — |
| Thermo Fisher Scientific, Inc. TMO | Other assets | — | $1K – $15K | — |
| The TJX Cos., Inc. TJX | Other assets | — | $1K – $15K | — |
| Trane Technologies plc TT | Other assets | — | $1K – $15K | — |
| Uber Technologies, Inc. UBER | Other assets | — | $1K – $15K | — |
| Union Pacific Corp. UNP | Other assets | — | $1K – $15K | — |
| UnitedHealth Group, Inc. UNH | Other assets | — | $1K – $15K | — |
| U.S. Bancorp USB | Other assets | — | $1K – $15K | — |
| Verizon Communications, Inc. VZ | Other assets | — | $1K – $15K | — |
| Visa, Inc. V | Other assets | — | $1K – $15K | — |
| Vistra Corp. VST | Other assets | — | $1K – $15K | — |
| Walmart, Inc. WMT | Other assets | — | $1K – $15K | — |
| Wells Fargo & Co. WFC | Other assets | — | $1K – $15K | — |
| Welltower, Inc. WELL | Other assets | — | $1K – $15K | — |
| The Williams Cos., Inc. WMB | Other assets | — | $1K – $15K | — |
| Workday, Inc. WDAY | Other assets | — | $1K – $15K | — |
| Zions Bancorporation NA ZION | Other assets | — | $1K – $15K | — |
| Zoetis, Inc. ZTS | Other assets | — | $1K – $15K | — |
| ARK Innovation ETF ARKK | Other assets | — | $1K – $15K | — |
| The Bank of Nova Scotia Noted Linked to Euro STOXX 50 Index | Other assets | — | $1K – $15K | — |
| SPDR Dow Jones Industrial Average ETF Trust DIA | Other assets | — | $1K – $15K | — |
| SPDR S&P 500 ETF Trust SPY | Other assets | — | $1K – $15K | — |
| Invesco QQQ Trust, Series 1 QQQ | Other assets | — | $1K – $15K | — |
| Ohio St HWY Cap Impt GO BDS W JUN20 05.000%MAY01 2031 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| District Columbia GO BDS Ser A FEB19 05.000%OCT15 2034 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Washington St Various Purp GO BDS Ser C FEB19 05.000%FEB01 2033 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Maine St GO BDS Ser B JUN19 05.000%JUN01 2028 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Florida St BRD ED Pub ED Cap Outlay Ref BDS Ser B SEP17 05.000%JUN01 2027 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| LEWISVILLE TEX INDPT SCH DIST UNLTD TAX PSF GTD JUL20 05.000%AUG15 2026 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| North Carolina St GO Ref BDS Ser A MAR16 05.000%JUN01 2028 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Central Puget Sound WA Rta Rev Impt Ref BDS 1 S NOV21 05.000%NOV01 2034 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| MARYLAND ST TRANSN AUTH TRANSN FACS PRJS REV JUN20 05.000%JUL01 2035 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2033 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| University Utah Univ Rev Gen BDS Ser A DEC19 05.000%AUG01 2032 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| NEW YORK ST URBAN DEV CORP REV PERS INCOME E DEC20 05.000%MAR15 2031 bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Lower Colo Riv At Tex Trans RV Ref BDS Lcra MAY20 05.000%MAY15 2030 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2029 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Michigan Fin Auth Rev Hosp Ref BDS BHSH Ser A MAY22 05.000%APR15 2037 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| OHIO ST ADULT CORRECTIONAL CAP FACS B NOV17 05.000%OCT01 2030 Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Texas A & M Univ Rev Fing SYS BDS Ser E DEC17 05.000%MAY15 2027 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Univ Calif Regts Med CTR Pooled Rev BDS Ser P MAY22 05.000%MAY15 2037 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Nebraska Pub PWR Dist Rev Gen Rev BDS Ser A-1 FEB15 05.000%JAN01 2026 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| NY St Dorm Auth SLS Tax Rev BDS Ser C PRF28 JUL18 05.000%MAR15 2029 | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Candian Imperial Bank of Commerce structured note, Linked to the SP500 | Other assets | — | $1K – $15K | — |
| Bank of American structured note, Linked to Palantir | Other assets | — | $1K – $15K | — |
| Bank of Nova Scotia structured note, Linked to the Dow Jones Industrial Average | Other assets | — | $1K – $15K | — |
| Canadian Imperial Bank of Commerce structured note, Linked to the Dow Jones Industrial Average | Other assets | — | $1K – $15K | — |
| Canadian Imperial Bank of Commerce structured note, Linked to the Dow Jones Industrial Average | Other assets | — | $1K – $15K | — |
| Bank of Nova Scotia structured note, Linked to the Dow Jones Industrial Average | Other assets | — | $1K – $15K | — |
| Bank of Nova Scotia structured note, Linked to the SP500 | Other assets | — | $1K – $15K | — |
| Canadian Imperial Bank of Commerce structured note, Linked to the R2000 | Other assets | — | $1K – $15K | — |
| Canadian Imperial Bank of Commerce structured note, Linked to the SP500 | Other assets | — | $1K – $15K | — |
| Bank of America structured note, Linked to the Dow Jones Industrial Average | Other assets | — | $1K – $15K | — |
| HSBC structured note, Linked to Nvidia | Other assets | — | $1K – $15K | — |
| The Innovation Fund ARKVX | Other assets | — | $1K – $15K | — |
| The Income Real Estate Fund | Other assets | — | $1K – $15K | — |
| Rise Company Corp. | Other assets | — | $1K – $15K | — |
| NVIDIA Corp. NVDA | Other assets | — | $1K – $15K | — |
| Microsoft Corp. MSFT | Other assets | — | $1K – $15K | — |
| Mastercard, Inc. MA | Other assets | — | $1K – $15K | — |
| S&P Global, Inc. SPGI | Other assets | — | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | Other assets | — | $1K – $15K | — |
| TransDigm Group, Inc. TDG | Other assets | — | $1K – $15K | — |
| Uranium Energy Corp. UEC | Other assets | — | $1K – $15K | — |
| Amazon.com, Inc. AMZN | Other assets | — | $1K – $15K | — |
| Broadcom, Inc. AVGO | Other assets | — | $1K – $15K | — |
| Ciena Corp. CIEN | Other assets | — | $1K – $15K | — |
| ServiceNow, Inc. NOW | Other assets | — | $1K – $15K | — |
| T-Mobile US, Inc. TMUS | Other assets | — | $1K – $15K | — |
| Thermo Fisher Scientific, Inc. TMO | Other assets | — | $1K – $15K | — |
| Alphabet, Inc. GOOG | Other assets | — | $1K – $15K | — |
| The Charles Schwab Corp. SCHW | Other assets | — | $1K – $15K | — |
| Uber Technologies, Inc. UBER | Other assets | — | $1K – $15K | — |
| iSHARES ETHEREUM TRUST ETF ETHA | Other assets | — | $1K – $15K | — |
| iSHARES BITCOIN TR ETF IBIT | Other assets | — | $1K – $15K | — |
| Safran SA SAFRY | Other assets | — | $1K – $15K | — |
| GE Aerospace GE | Other assets | — | $1K – $15K | — |
| Carlyle Tactical Private Credit Fund TAKNX | Other assets | — | $1K – $15K | — |
| iShares Core S&P 500 ETF IVV | Other assets | — | $1K – $15K | — |
| Vanguard Dividend Appreciation Index Fund ETF Class Shares VIG | Other assets | — | $1K – $15K | — |
| ARK Venture Fund ARKVX | Other assets | — | $1K – $15K | — |
| Apollo Diversified Credit Fund CRDIX | Other assets | — | $1K – $15K | — |
| Apollo Diversified Real Estate Fund GRIFX | Other assets | — | $1K – $15K | — |
| Automated Bonds (Underlying Assets Not Reportable) | Other assets | — | $1K – $15K | — |
| Gabelli US Treasury Money Market Fund Class AAA Shares GABXX | Other assets | — | $1K – $15K | — |
| Vanguard FTSE Developed Markets Fund ETF Shares VEA | Other assets | — | $1K – $15K | — |
| iShares Core S&P US Value ETF IUSV | Other assets | — | $1K – $15K | — |
| iShares Core S&P US Growth ETF IUSG | Other assets | — | $1K – $15K | — |
| Vanguard FTSE Developed Markets Index Fund ETF Shares VEA | Other assets | — | $1K – $15K | — |
| iShares Core S&P US Value ETF IUSV | Other assets | — | $1K – $15K | — |
| iShares Core S&P US Growth ETF IUSG | Other assets | — | $1K – $15K | — |
| Blue Owl Technology Finance Corp OTF | Other assets | — | $1K – $15K | — |
| Emergent BioSolutions, Inc. EBS | Other assets | — | $1K – $15K | — |
| Nuveen AMT-Free Municipal Credit Income Fund NVG | Other assets | — | $1K – $15K | — |
| Common Values PAC | Employment assets | Self | — | Salary · $40K |
| Roth IRA | Employment assets | Self | — | — |
| IRA #2 | Employment assets | Self | — | — |
| William Blair All Cap Growth Sma | Employment assets | Self | — | — |
| First Eagle Global ADR Sma | Employment assets | Self | — | — |
| GQG Partners US Equity Sma | Employment assets | Self | — | — |
| Riverbridge All Cap Growth Sma | Employment assets | Self | — | — |
| Johns Hopkins Community Physicians | Spouse's assets | Spouse | — | salary, bonus |
| IRA | Spouse's assets | Spouse | — | — |
| Morgan Stanley ATLANTA CAPITAL HIGH QUALITY SELECT EQ | Spouse's assets | Spouse | — | — |
| Columbia Contrarian Core Sma | Spouse's assets | Spouse | — | — |
| Johns Hopkins Health System Corporation 403b | Spouse's assets | Spouse | — | — |
| Sibley Memorial Hospital 401k | Spouse's assets | Spouse | — | — |
| Goldman Sachs Tax Advantged Core S&P 500 | Other assets | — | — | — |
| Fundrise | Other assets | — | — | — |
| Titan Invest | Other assets | — | — | — |
| Flagship Fund | Other assets | — | — | — |
| Crypto Fund | Other assets | — | — | — |
| Offshore Fund | Other assets | — | — | — |
| Opportunities Fund | Other assets | — | — | — |
| Automated Stocks Fund | Other assets | — | — | — |
| 201 8th Street LLC | Other assets | — | — | — |
| DC IRA × 2 | Other assets | — | $0 est. | — |
| D.C. College Savings 529 Plan (DC #1) | Other assets | — | — | — |
| DC College Savings Plan (DC #2) | Other assets | — | — | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.