| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 3 | 390,465 | VOO, VXUS, OFFERPAD SOLUTIONS INC | 13F-HR | 8/10/2026 | 000119312526342498 |
| Q1 2026 | 3 | 369,849 | VOO, VXUS, OPAD | 13F-HR | 5/12/2026 | 000119312526219599 |
| Q4 2025 | 3 | 373,378 | VOO, VXUS, OPAD | 13F-HR | 2/11/2026 | 000119312526046672 |
| Q3 2025 | 3 | 305,107 | VOO, VXUS, OPAD | 13F-HR | 11/10/2025 | 000119312525274386 |
| Q2 2025 | 3 | 293,600 | VOO, VXUS, OPAD | 13F-HR | 8/11/2025 | 000095012325007470 |
| Q1 2025 | 3 | 269,181 | VOO, VXUS, OPAD | 13F-HR | 5/12/2025 | 000095012325004673 |
| Q4 2024 | 3 | 291,696 | VOO, VXUS, OPAD | 13F-HR | 2/11/2025 | 000095012325001585 |
| Q3 2024 | 3 | 305,229 | VOO, VXUS, OPAD | 13F-HR | 11/12/2024 | 000095012324010983 |
| Q2 2024 | 4 | 296,071 | VOO, VXUS, OPAD, COMP | 13F-HR | 8/12/2024 | 000095012324007892 |
| Q1 2024 | 4 | 320,503 | VOO, VXUS, OPAD, COMP | 13F-HR | 5/13/2024 | 000095012324004656 |
| Q4 2023 | 4 | 343,857 | VOO, VXUS, OPAD, COMP | RESTATEMENT | 4/15/2024 | 000095012324003287 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Offerpad Solutions Inc.
13D/A
OPAD · 67623L109
|
10.8% |
2/25/2026
Event 2/24/2026
|