|
Q3 2026
|
525 |
100,350
|
AMG PANTHEON CREDIT SOLUTIONS FUND CLASS S, OUNZ, AQR DIVERSIFYING STRATEGIES FUND CLASS I, VTI
|
13F-HR
|
10/26/2026 |
000202357026000005 |
|
Q2 2026
|
170 |
11,336
|
SPY, SPYM, VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT), WEITZ CORE PLUS INCOME FUND INST'L CLASS
|
13F-HR
|
7/24/2026 |
000202357026000004 |
|
Q1 2026
|
171 |
11,264
|
SPY, SPYM, VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT), WEITZ CORE PLUS INCOME FUND INST'L CLASS
|
13F-HR
|
5/7/2026 |
000202357026000002 |
|
Q4 2025
|
169 |
12,391
|
SPY, SPYM, VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT), WEITZ CORE PLUS INCOME FUND INST'L CLASS
|
13F-HR
|
2/6/2026 |
000202357026000001 |
|
Q3 2025
|
179 |
11,192
|
SPY, SPYM, WEITZ CORE PLUS INCOME FUND INST'L CLASS, VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT)
|
13F-HR
|
11/12/2025 |
000202357025000007 |
|
Q2 2025
|
1,268 |
236,859
|
VOO, ICSH, BIL, SGOV
|
13F-HR
|
8/13/2025 |
000202357025000005 |
|
Q1 2025
|
1,303 |
223,917
|
BSV, ICSH, BIL, SGOV
|
13F-HR
|
5/5/2025 |
000202357025000002 |
|
Q4 2024
|
1,701 |
295,229
|
SPY, ICSH, BIL, SGOV
|
13F-HR
|
2/13/2025 |
000202357025000001 |