Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Vanguard Global ex-U.S. Real Estate ETF
Aug 1, 2025
$1,001 - $15,000
Since public−7.8%S&P +15.4%
Buy
Schwab U.S. TIPS ETF
Aug 1, 2025
$1,001 - $15,000
Since public−4.7%S&P +15.4%
Buy
Nvidia Corp
Aug 22, 2025
$1,001 - $15,000
Since public+25.8%S&P +15.4%
Buy
New World Fund Inc. Cl R-6
Aug 14, 2025
$15,001 - $50,000
Since public+16.5%S&P +15.4%
Buy
New World Fund Inc. Cl R-6
Aug 7, 2025
$15,001 - $50,000
Since public+16.5%S&P +15.4%
Buy
New World Fund Inc. Cl R-6
Aug 1, 2025
$1,001 - $15,000
Since public+16.5%S&P +15.4%
Buy
Eli Lilly and Company
Aug 22, 2025
$1,001 - $15,000
Since public+50.3%S&P +15.4%
Buy
Eli Lilly and Company
Aug 11, 2025
$1,001 - $15,000
Since public+50.3%S&P +15.4%
Buy
Janus Henderson Mortgage-Backed Securities ETF
Aug 1, 2025
$1,001 - $15,000
Since public−4.4%S&P +15.4%
Buy
iShares Russell 2000 ETF
Aug 1, 2025
$1,001 - $15,000
Since public+21.4%S&P +15.4%
Buy
iShares 7-10 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−5.4%S&P +15.4%
Buy
iShares 1-3 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−1.6%S&P +15.4%
Buy
iShares 10-20 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−7.4%S&P +15.4%
Buy
iShares CMBS Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−2.2%S&P +15.4%
Buy
iShares 3-7 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−3.8%S&P +15.4%
Buy
iShares 20+ Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−9.4%S&P +15.4%
Buy
iShares MBS ETF
Aug 1, 2025
$1,001 - $15,000
Since public−3.7%S&P +15.4%
Buy
iShares Agency Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−2.3%S&P +15.4%
Buy
Goldman Sachs ActiveBeta Emerging Markets Equity E
Aug 1, 2025
$1,001 - $15,000
Since public+29.1%S&P +15.4%
Buy
Westwood Smallcap Fund Class Y
Aug 1, 2025
$1,001 - $15,000
Since public+1.5%S&P +15.4%
Buy
Advanced Micro Devices, Inc. - Common Stock
Aug 7, 2025
$1,001 - $15,000
Since public+223.3%S&P +15.4%