Greenspring Advisors, LLC

CIK 0001922200 • 5 13F filings • Apr 14, 2025 – Aug 11, 2026

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Filer information

Filed by: Greenspring Advisors, LLC, CEO
Address: One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204
Phone: 443-564-4600
AUM: $1.63B

AUM over time

$1.80B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.63B279 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$11.4M	0.7%	351,668 SH	New
ABBOTT LABS	COM	$412K	0.0%	3,291 SH	New
ABBVIE INC	COM	$1.4M	0.1%Prev: 0.1%	6,023 SH	Increased+3,512 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$542K	0.0%	2,021 SH	New
ACNB CORP	COM	$340K	0.0%Prev: 0.1%	7,022 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$404K	0.0%	1,885 SH	New
AERCAP HOLDINGS NV	SHS	$849K	0.1%	5,904 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$349K	0.0%	2,383 SH	New
ALPHABET INC	CAP STK CL A	$6.1M	0.4%Prev: 0.1%	19,447 SH	Increased+16,514 SH
ALPHABET INC	CAP STK CL C	$3.9M	0.2%	12,504 SH	New
ALPS ETF TR	ALERIAN MLP	$1.6M	0.1%	34,489 SH	New
AMAZON COM INC	COM	$6.9M	0.4%Prev: 0.2%	29,997 SH	Increased+25,338 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$15.0M	0.9%	174,276 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.5M	0.4%Prev: 0.2%	84,061 SH	Increased+71,275 SH
AMERICAN CENTY ETF TR	AVANTIS RESPON U	$3.2M	0.2%	42,183 SH	New
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$3.0M	0.2%	41,327 SH	New
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$4.4M	0.3%Prev: 0.2%	75,242 SH	Increased+56,139 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$6.5M	0.4%Prev: 0.2%	78,353 SH	Increased+67,089 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.7M	0.3%Prev: 0.3%	60,695 SH	Increased+43,874 SH
AMERICAN CENTY ETF TR	US EQT ETF	$21.7M	1.3%Prev: 3.3%	194,101 SH	Increased+21,666 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.3M	0.3%Prev: 0.4%	57,374 SH	Increased+25,736 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.9M	0.5%Prev: 0.5%	77,553 SH	Increased+48,568 SH
AMERICAN EXPRESS CO	COM	$518K	0.0%	1,401 SH	New
AMERIPRISE FINL INC	COM	$305K	0.0%	621 SH	New
AMGEN INC	COM	$2.0M	0.1%Prev: 0.3%	6,120 SH	Increased+120 SH
AON PLC	SHS CL A	$821K	0.1%Prev: 0.1%	2,326 SH	Increased+1,456 SH
APPLE INC	COM	$16.3M	1.0%Prev: 1.5%	59,774 SH	Increased+25,569 SH
APPLIED MATLS INC	COM	$427K	0.0%	1,663 SH	New
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$290K	0.0%	18,021 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$829K	0.1%	775 SH	New
AT&T INC	COM	$299K	0.0%Prev: 0.0%	12,057 SH	Increased+4,819 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$241K	0.0%	10,325 SH	New
BANCO SANTANDER SA	ADR	$460K	0.0%	39,258 SH	New
BANK AMERICA CORP	COM	$703K	0.0%	12,788 SH	New
BANK NOVA SCOTIA HALIFAX	COM	$262K	0.0%	3,551 SH	New
BARCLAYS PLC	ADR	$305K	0.0%	11,979 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.0%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	0.2%Prev: 0.4%	8,087 SH	Increased+4,133 SH
BROADCOM INC	COM	$2.0M	0.1%Prev: 0.2%	5,732 SH	Increased+2,702 SH
CANADIAN NATL RY CO	COM	$272K	0.0%	2,748 SH	New
CAPITAL ONE FINL CORP	COM	$1.5M	0.1%Prev: 0.1%	6,259 SH	Increased+4,241 SH
CAPITOL FED FINL INC	COM	$78K	0.0%	11,431 SH	New
CBRE GROUP INC	CL A	$290K	0.0%	1,802 SH	New
CHEVRON CORP NEW	COM	$764K	0.0%	5,016 SH	New
CIA ENERGETICA DE MINAS GERA	SP ADR N-V PFD	$30K	0.0%	14,832 SH	New
CIENA CORP	COM NEW	$260K	0.0%	1,111 SH	New
CINTAS CORP	COM	$268K	0.0%	1,425 SH	New
CISCO SYS INC	COM	$632K	0.0%	8,204 SH	New
COCA COLA CO	COM	$1.1M	0.1%Prev: 0.1%	16,257 SH	Increased+9,027 SH
COMFORT SYS USA INC	COM	$279K	0.0%	299 SH	New
COMPANHIA PARANAENSE DE ENER	SPONSORED ADS	$128K	0.0%	13,506 SH	New
CONSTELLATION ENERGY CORP	COM	$305K	0.0%	862 SH	New
CORNING INC	COM	$440K	0.0%Prev: 0.1%	5,023 SH	Increased+723 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.1%Prev: 0.1%	2,318 SH	Increased+1,542 SH
DANAHER CORPORATION	COM	$491K	0.0%	2,147 SH	New
DEUTSCHE BANK A G	NAMEN AKT	$271K	0.0%	7,037 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.9M	0.2%	91,670 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$6.2M	0.4%Prev: 1.0%	149,790 SH	Increased+16,374 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$76.1M	4.7%Prev: 2.4%	2,300,755 SH	Increased+1,879,297 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.0M	0.1%Prev: 0.0%	31,396 SH	Increased+22,734 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.0M	0.3%Prev: 0.1%	188,081 SH	Increased+159,170 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$252K	0.0%Prev: 0.0%	4,859 SH	Increased+198 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$666K	0.0%	16,032 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$9.1M	0.6%Prev: 1.5%	211,590 SH	Increased+7,177 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.3M	0.1%Prev: 0.3%	45,314 SH	Increased+14,477 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.7M	0.2%Prev: 0.3%	71,001 SH	Increased+31,926 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$154.4M	9.5%Prev: 4.5%	4,481,545 SH	Increased+3,704,401 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$871K	0.1%Prev: 0.1%	22,930 SH	Increased+12,167 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.1M	0.1%Prev: 0.1%	45,115 SH	Increased+30,089 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$546K	0.0%	7,419 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$524.7M	32.2%Prev: 51.9%	13,253,011 SH	Increased+5,647,549 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$38.7M	2.4%Prev: 0.2%	521,482 SH	Increased+507,016 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$42.2M	2.6%	1,109,388 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.5M	0.6%Prev: 0.2%	203,801 SH	Increased+172,290 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$376K	0.0%	16,406 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.0M	0.2%Prev: 0.1%	57,226 SH	Increased+45,367 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.7M	0.1%Prev: 0.1%	51,373 SH	Increased+34,882 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.3M	0.1%Prev: 0.1%	30,441 SH	Increased+17,674 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.5M	0.3%Prev: 0.1%	92,673 SH	Increased+84,124 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$10.9M	0.7%Prev: 0.1%	147,189 SH	Increased+143,024 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$70.8M	4.3%Prev: 11.2%	2,162,647 SH	Increased+146,033 SH
DR REDDYS LABS LTD	ADR	$310K	0.0%	22,050 SH	New
EA SERIES TRUST	CAMBRIA GLOBAL	$2.7M	0.2%	53,121 SH	New
ELI LILLY & CO	COM	$3.3M	0.2%Prev: 0.1%	3,041 SH	Increased+2,541 SH
EMCOR GROUP INC	COM	$450K	0.0%	736 SH	New
ENEL CHILE S.A.	SPONSORED ADR	$78K	0.0%	19,345 SH	New
EVERCORE INC	CLASS A	$280K	0.0%	823 SH	New
EXXON MOBIL CORP	COM	$1.0M	0.1%	8,438 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$422K	0.0%	9,172 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$744K	0.0%	2,765 SH	New
FLEXSHARES TR	M STAR DEV MKT	$336K	0.0%	3,625 SH	New
FLEXSHARES TR	MORNSTAR USMKT	$6.2M	0.4%	24,809 SH	New
FLEXSHARES TR	MSTAR EMKT FAC	$1.1M	0.1%	17,084 SH	New
GE AEROSPACE	COM NEW	$1.9M	0.1%Prev: 0.0%	6,194 SH	Increased+5,421 SH
GE VERNOVA INC	COM	$1.2M	0.1%	1,887 SH	New
GENPACT LIMITED	SHS	$262K	0.0%	5,592 SH	New
GERDAU SA	SPON ADR REP PFD	$40K	0.0%	10,906 SH	New
GILEAD SCIENCES INC	COM	$464K	0.0%	3,778 SH	New
GLOBAL X FDS	GLBL X MLP ETF	$11.5M	0.7%Prev: 0.0%	236,859 SH	Increased+232,631 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$255K	0.0%Prev: 0.0%	6,132 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$1.5M	0.1%	1,683 SH	New
HDFC BANK LTD	SPONSORED ADS	$444K	0.0%	12,158 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$580K	0.0%	2,018 SH	New
HOME DEPOT INC	COM	$1.1M	0.1%Prev: 0.0%	3,182 SH	Increased+2,532 SH
HSBC HLDGS PLC	SPON ADR NEW	$365K	0.0%	4,634 SH	New
ICICI BANK LIMITED	ADR	$382K	0.0%	12,809 SH	New
ICL GROUP LTD	SHS	$71K	0.0%	12,343 SH	New
INFOSYS LTD	SPONSORED ADR	$325K	0.0%	18,249 SH	New
ING GROEP N.V.	SPONSORED ADR	$300K	0.0%	10,697 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.1%	4,891 SH	New
INTUIT	COM	$295K	0.0%	445 SH	New
INVESCO CURRENCYSHARES EURO	EURO SHS	$538K	0.0%Prev: 0.1%	4,964 SH	Increased+496 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$372K	0.0%	1,472 SH	New
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$267K	0.0%	4,234 SH	New
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$339K	0.0%	5,700 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.1%Prev: 0.0%	1,690 SH	Increased+1,354 SH
ISHARES GOLD TR	ISHARES NEW	$1.2M	0.1%	14,884 SH	New
ISHARES INC	CORE MSCI EMKT	$5.6M	0.3%	82,810 SH	New
ISHARES INC	EM MKT SM-CP ETF	$1.1M	0.1%	15,789 SH	New
ISHARES INC	MSCI CDA ETF	$1.1M	0.1%	19,793 SH	New
ISHARES TR	0-3 MNTH TREASRY	$5.9M	0.4%Prev: 0.6%	58,767 SH	Increased+27,727 SH
ISHARES TR	0-5 YR TIPS ETF	$4.0M	0.2%Prev: 0.1%	39,271 SH	Increased+35,707 SH
ISHARES TR	1 3 YR TREAS BD	$5.8M	0.4%Prev: 0.3%	70,454 SH	Increased+47,552 SH
ISHARES TR	3 7 YR TREAS BD	$1.5M	0.1%Prev: 0.1%	12,475 SH	Increased+8,686 SH
ISHARES TR	3YRTB ETF	$251K	0.0%	3,339 SH	New
ISHARES TR	CORE INTL AGGR	$4.9M	0.3%Prev: 0.3%	98,040 SH	Increased+66,934 SH
ISHARES TR	CORE MSCI EAFE	$10.2M	0.6%Prev: 0.1%	114,419 SH	Increased+108,198 SH
ISHARES TR	CORE MSCI INTL	$3.4M	0.2%Prev: 0.3%	41,518 SH	Increased+19,986 SH
ISHARES TR	CORE S&P MCP ETF	$2.2M	0.1%Prev: 0.1%	34,090 SH	Increased+29,135 SH
ISHARES TR	CORE S&P SCP ETF	$683K	0.0%	5,682 SH	New
ISHARES TR	CORE S&P US VLU	$325K	0.0%	3,173 SH	New
ISHARES TR	CORE S&P500 ETF	$2.5M	0.2%Prev: 0.3%	3,645 SH	Increased+1,404 SH
ISHARES TR	CORE US AGGBD ET	$88.2M	5.4%Prev: 5.7%	883,168 SH	Increased+559,683 SH
ISHARES TR	EAFE SML CP ETF	$298K	0.0%	3,850 SH	New
ISHARES TR	ESG AWR MSCI USA	$661K	0.0%	4,436 SH	New
ISHARES TR	ESG AWR US AGRGT	$702K	0.0%	14,674 SH	New
ISHARES TR	EXPANDED TECH	$661K	0.0%Prev: 0.1%	6,255 SH	Increased+3,323 SH
ISHARES TR	EXPND TEC SC ETF	$594K	0.0%Prev: 0.1%	4,597 SH	Increased+1,779 SH
ISHARES TR	GLOBAL REIT ETF	$3.3M	0.2%Prev: 0.2%	131,407 SH	Increased+85,273 SH
ISHARES TR	IBONDS 27 ETF	$250K	0.0%	10,316 SH	New
ISHARES TR	IBONDS DEC2026	$261K	0.0%	10,758 SH	New
ISHARES TR	ISHARES SEMICDTR	$1.6M	0.1%	5,296 SH	New
ISHARES TR	JPMORGAN USD EMG	$650K	0.0%	6,749 SH	New
ISHARES TR	MBS ETF	$687K	0.0%Prev: 0.0%	7,216 SH	Increased+4,985 SH
ISHARES TR	MORNINGSTAR GRWT	$1.4M	0.1%	13,565 SH	New
ISHARES TR	MSCI EAFE ETF	$951K	0.1%	9,899 SH	New
ISHARES TR	MSCI EMG MKT ETF	$363K	0.0%	6,641 SH	New
ISHARES TR	MSCI USA QLT FCT	$272K	0.0%	1,368 SH	New
ISHARES TR	NATIONAL MUN ETF	$5.2M	0.3%Prev: 0.4%	48,602 SH	Increased+29,609 SH
ISHARES TR	RUS 1000 ETF	$1.8M	0.1%	4,800 SH	New
ISHARES TR	RUS 1000 GRW ETF	$8.2M	0.5%Prev: 0.5%	17,394 SH	Increased+11,743 SH
ISHARES TR	RUS 1000 VAL ETF	$1.5M	0.1%Prev: 0.1%	6,942 SH	Increased+4,902 SH
ISHARES TR	RUS 2000 GRW ETF	$299K	0.0%	924 SH	New
ISHARES TR	RUS 2000 VAL ETF	$1.2M	0.1%	6,734 SH	New
ISHARES TR	RUSSELL 3000 ETF	$21.0M	1.3%	54,247 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.1%Prev: 0.0%	12,044 SH	Increased+10,364 SH
ISHARES TR	S&P MC 400GR ETF	$586K	0.0%	6,046 SH	New
ISHARES TR	SELECT US REIT	$949K	0.1%	15,908 SH	New
ISHARES TR	SHRT NAT MUN ETF	$4.4M	0.3%Prev: 0.4%	40,866 SH	Increased+21,461 SH
ISHARES TR	SP SMCP600VL ETF	$682K	0.0%Prev: 0.1%	5,993 SH	Increased+1,543 SH
ISHARES TR	TIPS BD ETF	$3.4M	0.2%Prev: 0.0%	30,709 SH	Increased+28,363 SH
ISHARES TR	TRUST ISHARE 0-1	$4.2M	0.3%	37,682 SH	New
ISHARES TR	U.S. FINLS ETF	$296K	0.0%Prev: 0.1%	2,298 SH	Decreased-370 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.1%Prev: 0.1%	6,890 SH	Increased+5,089 SH
ISHARES TR	U.S. UTILITS ETF	$280K	0.0%Prev: 0.1%	2,587 SH	Decreased-336 SH
ISHARES TR	US INDUSTRIALS	$284K	0.0%	1,918 SH	New
ISHARES TR	US TELECOM ETF	$368K	0.0%Prev: 0.1%	10,861 SH	Increased
JOHNSON & JOHNSON	COM	$1.5M	0.1%	7,353 SH	New
JPMORGAN CHASE & CO.	COM	$3.5M	0.2%Prev: 0.1%	10,845 SH	Increased+9,386 SH
KOREA ELEC PWR CORP	SPONSORED ADR	$224K	0.0%	13,597 SH	New
LAM RESEARCH CORP	COM NEW	$297K	0.0%	1,738 SH	New
LG DISPLAY CO LTD	SPONS ADR REP	$184K	0.0%	43,693 SH	New
LIFE360 INC	COM	$21.7M	1.3%	338,637 SH	New
LIGHTWAVE LOGIC INC	COM	$232K	0.0%Prev: 0.0%	71,725 SH	Decreased+5,000 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$308K	0.0%	58,039 SH	New
MARRIOTT INTL INC NEW	CL A	$751K	0.0%	2,420 SH	New
MASTERCARD INCORPORATED	CL A	$741K	0.0%	1,298 SH	New
MCDONALDS CORP	COM	$408K	0.0%	1,335 SH	New
MCKESSON CORP	COM	$313K	0.0%	381 SH	New
MEDICAL PPTYS TRUST INC	COM	$58K	0.0%	11,590 SH	New
MERCK & CO INC	COM	$757K	0.0%	7,195 SH	New
META PLATFORMS INC	CL A	$3.3M	0.2%Prev: 0.0%	5,006 SH	Increased+4,711 SH
MICRON TECHNOLOGY INC	COM	$257K	0.0%	901 SH	New
MICROSOFT CORP	COM	$11.8M	0.7%Prev: 0.6%	24,368 SH	Increased+17,337 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$250K	0.0%	34,112 SH	New
MORGAN STANLEY	COM NEW	$412K	0.0%	2,320 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$304K	0.0%	793 SH	New
NETFLIX INC	COM	$1.1M	0.1%	11,324 SH	New
NIOCORP DEVS LTD	COM NEW	$116K	0.0%Prev: 0.0%	21,852 SH	Increased+9,952 SH
NOKIA CORP	SPONSORED ADR	$103K	0.0%	15,871 SH	New
NOMURA HLDGS INC	SPONSORED ADR	$124K	0.0%	14,839 SH	New
NOVARTIS AG	SPONSORED ADR	$592K	0.0%	4,296 SH	New
NVIDIA CORPORATION	COM	$8.2M	0.5%Prev: 0.2%	43,872 SH	Increased+38,625 SH
ORACLE CORP	COM	$1.4M	0.1%Prev: 0.2%	7,439 SH	Increased+3,992 SH
PALANTIR TECHNOLOGIES INC	CL A	$652K	0.0%	3,667 SH	New
PHILIP MORRIS INTL INC	COM	$255K	0.0%	1,587 SH	New
PIMCO MUN INCOME FD II	COM	$102K	0.0%	13,589 SH	New
PLANET LABS PBC	COM CL A	$230K	0.0%Prev: 0.0%	11,662 SH	Increased-5,000 SH
PNC FINL SVCS GROUP INC	COM	$265K	0.0%	1,272 SH	New
PRICE T ROWE GROUP INC	COM	$1.6M	0.1%Prev: 0.3%	15,446 SH	Decreased+20 SH
PROCTER AND GAMBLE CO	COM	$872K	0.1%Prev: 0.0%	6,084 SH	Increased+4,577 SH
PROGRESSIVE CORP	COM	$257K	0.0%	1,130 SH	New
PROSHARES TR	PSHS ULT S&P 500	$587K	0.0%	10,126 SH	New
QUALCOMM INC	COM	$680K	0.0%	3,975 SH	New
QUEST DIAGNOSTICS INC	COM	$424K	0.0%Prev: 0.1%	2,442 SH	Increased+524 SH
RTX CORPORATION	COM	$593K	0.0%	3,231 SH	New
S&P GLOBAL INC	COM	$280K	0.0%Prev: 0.0%	535 SH	Increased+105 SH
SALESFORCE INC	COM	$519K	0.0%	1,959 SH	New
SAP SE	SPON ADR	$414K	0.0%	1,703 SH	New
SCHWAB CHARLES CORP	COM	$349K	0.0%	3,495 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.3M	0.1%	48,080 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$5.9M	0.4%Prev: 0.3%	221,688 SH	Increased+159,742 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$250K	0.0%	1,737 SH	New
SHELL PLC	SPON ADS	$623K	0.0%	8,483 SH	New
SHINHAN FINANCIAL GROUP CO L	SPN ADR RESTRD	$252K	0.0%	4,691 SH	New
SPDR GOLD TR	GOLD SHS	$557K	0.0%	1,405 SH	New
SPDR INDEX SHS FDS	S&P EMKTSC ETF	$962K	0.1%Prev: 0.0%	14,658 SH	Increased+10,690 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.5M	0.3%Prev: 0.0%	8,027 SH	Increased+7,692 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.2M	0.1%	17,362 SH	New
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$303K	0.0%	15,685 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.3M	0.1%	7,693 SH	New
TESLA INC	COM	$1.9M	0.1%Prev: 0.0%	4,246 SH	Increased+3,616 SH
THERMO FISHER SCIENTIFIC INC	COM	$294K	0.0%	508 SH	New
TJX COS INC NEW	COM	$606K	0.0%	3,944 SH	New
TRANE TECHNOLOGIES PLC	SHS	$337K	0.0%Prev: 0.1%	865 SH	Decreased+17 SH
TRUIST FINL CORP	COM	$530K	0.0%	10,769 SH	New
TURKCELL ILETISIM HIZMETLERI	SPON ADR NEW	$63K	0.0%	11,537 SH	New
UBS GROUP AG	SHS	$301K	0.0%	6,496 SH	New
ULTRAPAR PARTICIPACOES SA	SP ADR REP COM	$59K	0.0%	15,548 SH	New
UNITED MICROELECTRONICS CORP	SPON ADR NEW	$204K	0.0%	26,013 SH	New
UNITED RENTALS INC	COM	$286K	0.0%	353 SH	New
UNITEDHEALTH GROUP INC	COM	$1.1M	0.1%	3,403 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.6M	0.2%	33,444 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$19.3M	1.2%Prev: 1.0%	261,126 SH	Increased+183,482 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$3.2M	0.2%Prev: 0.1%	64,315 SH	Increased+55,242 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.0M	0.8%Prev: 0.3%	268,293 SH	Increased+232,285 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$838K	0.1%	4,008 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.4M	0.2%Prev: 0.1%	6,890 SH	Increased+5,990 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.1M	0.1%Prev: 0.1%	6,761 SH	Increased+4,777 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$388K	0.0%	1,391 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$358K	0.0%	2,018 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$763K	0.0%Prev: 0.0%	2,630 SH	Increased+1,757 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.4M	0.2%	38,775 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.7M	0.3%	7,428 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.1%Prev: 0.1%	9,423 SH	Increased+6,198 SH
VANGUARD INDEX FDS	SMALL CP ETF	$380K	0.0%Prev: 0.0%	1,475 SH	Increased+580 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$530K	0.0%	1,755 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$14.1M	0.9%Prev: 1.1%	42,182 SH	Increased+23,197 SH
VANGUARD INDEX FDS	VALUE ETF	$2.1M	0.1%Prev: 0.0%	10,785 SH	Increased+9,399 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.7M	0.2%Prev: 0.1%	48,625 SH	Increased+44,732 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.5M	0.2%	46,545 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$291K	0.0%	2,031 SH	New
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.9M	0.1%Prev: 0.1%	42,005 SH	Increased+35,479 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.5M	0.2%	25,084 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.8M	0.1%	36,139 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.1%	20,493 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$16.3M	1.0%Prev: 0.3%	194,428 SH	Increased+175,192 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.9M	0.2%Prev: 0.1%	64,974 SH	Increased+55,044 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.1M	0.1%	23,801 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.0M	0.1%	17,808 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$20.5M	1.3%Prev: 0.5%	256,891 SH	Increased+219,967 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$258K	0.0%	2,791 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$9.2M	0.6%	30,543 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.4M	0.3%Prev: 0.2%	19,859 SH	Increased+13,998 SH
VANGUARD STAR FDS	VG TL INTL STK F	$491K	0.0%	6,506 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.4M	0.3%Prev: 0.1%	70,717 SH	Increased+63,971 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.0M	0.2%	44,535 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$259K	0.0%	1,802 SH	New
VANGUARD WORLD FD	ESG INTL STK ETF	$251K	0.0%Prev: 0.0%	3,511 SH	Increased+209 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.1M	0.1%Prev: 0.2%	9,130 SH	Increased+932 SH
VANGUARD WORLD FD	INF TECH ETF	$389K	0.0%Prev: 0.1%	516 SH	Increased+40 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$718K	0.0%	1,739 SH	New
VERIZON COMMUNICATIONS INC	COM	$343K	0.0%	8,410 SH	New
VISA INC	COM CL A	$1.4M	0.1%Prev: 0.1%	3,972 SH	Increased+2,806 SH
WALMART INC	COM	$1.2M	0.1%Prev: 0.1%	10,782 SH	Increased+7,782 SH
WELLS FARGO CO NEW	COM	$1.2M	0.1%	12,570 SH	New
WIPRO LTD	SPON ADR 1 SH	$256K	0.0%	90,099 SH	New
WOODWARD INC	COM	$691K	0.0%	2,286 SH	New
WOORI FINL GROUP INC	SPONSORED ADS	$365K	0.0%	6,202 SH	New

Sold (vs prior filing)

FISERV INC — $232K
ISHARES TR — $1.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002085853-26-000234	$1.63B	View
Oct 22, 2025	Q3 2025	13F-HR	0002085853-25-000136	$565.5M	View
Aug 11, 2026	Q2 2026