| Nvidia Corp |
NVDA |
STOCK |
Purchase
|
Aug. 22, 2025 |
$1,001 - $15,000 |
| Eli Lilly and Company |
LLY |
STOCK |
Purchase
|
Aug. 22, 2025 |
$1,001 - $15,000 |
| New World Fund Inc. Cl R-6 |
NWSFX |
FUND |
Purchase
|
Aug. 14, 2025 |
$15,001 - $50,000 |
| Eli Lilly and Company |
LLY |
STOCK |
Purchase
|
Aug. 11, 2025 |
$1,001 - $15,000 |
| New World Fund Inc. Cl R-6 |
NWSFX |
FUND |
Purchase
|
Aug. 7, 2025 |
$15,001 - $50,000 |
| Advanced Micro Devices, Inc. - Common Stock |
AMD |
STOCK |
Purchase
|
Aug. 7, 2025 |
$1,001 - $15,000 |
| iShares 1-3 Year Treasury Bond ETF |
SHY |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares 10-20 Year Treasury Bond ETF |
TLT |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares CMBS Bond ETF |
CMBS |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares 3-7 Year Treasury Bond ETF |
IEI |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares 20+ Year Treasury Bond ETF |
TLT |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares MBS ETF |
IMB |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares Agency Bond ETF |
AGGE |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Goldman Sachs ActiveBeta Emerging Markets Equity E |
GSEMX |
FUND |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Westwood Smallcap Fund Class Y |
WSSYX |
FUND |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares 7-10 Year Treasury Bond ETF |
IEF |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Schwab U.S. TIPS ETF |
SCHP |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| New World Fund Inc. Cl R-6 |
NWSFX |
FUND |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Janus Henderson Mortgage-Backed Securities ETF |
JMB |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares Russell 2000 ETF |
IWM |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Vanguard Global ex-U.S. Real Estate ETF |
VNQI |
ETF |
Purchase
|
Aug. 1, 2025 |
$1,001 - $15,000 |