| UBER TECHNOLOGIES INC |
UBER |
STOCK |
PURCHASE
|
|
none |
| LLM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$500,001-$1,000,000 |
| HARDING LOEVNER INTL |
|
FUND |
PURCHASE
|
|
Over $500,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| VANGUARD TOTAL STOCK |
VTSAX |
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| Mays-Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
|
$500,001-$1,000,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| CONNECTICUT ST SPL TAX |
|
BOND |
PURCHASE
|
|
$50,001-100,000 |
| CONNECTICUT ST SPL TAX |
|
BOND |
PURCHASE
|
|
$15,001-50,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| BOOKING HOLDINGS INC |
BKNG |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| DFA EMERGING MARKETS |
DFEM |
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| HARDING LOEVNER INTL |
|
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| HARDING LOEVNER INTL |
|
FUND |
PURCHASE
|
|
$15,001-$25,000 |
| HARDING LOEVNER INTL |
|
FUND |
PURCHASE
|
|
$250,001-$500,000 |
| DIMENSIONAL INTL CORE |
DFON |
FUND |
PURCHASE
|
|
Over $500,000 |
| Mays-Allocate LP |
|
FUND |
PURCHASE
|
|
$100,001-$250,000 |
| SIEMENS ENERGY AG-UNSP |
ENR |
STOCK |
PURCHASE
|
|
$100,001-$250,000 |
| CENCORA INC |
COR |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| MERCK AND CO INC SHS |
MRK |
STOCK |
PURCHASE
|
|
$50,001-$100,000 |
| CENCORA INC |
COR |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| ALLY FINL INC |
ALLY |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| TYSON FOODS INC CL A |
TSN |
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| GLOBAL PAY SYS INC GEORGIA |
|
PRIVATE EQUITY |
PURCHASE
|
|
$50,001-$100,000 |
| BAXTER INTERNTL INC |
BAX |
STOCK |
PURCHASE
|
|
$250,001-$500,000 |
| ALEXANDRIA REAL EST EQTS |
ARE |
REAL ESTATE |
PURCHASE
|
|
$250,001-$500,000 |
| NEW JERSEY ST HEA STUD |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| KING CNTY WASH SWR REV |
|
BOND |
PURCHASE
|
|
$50,001-100,000 |
| NORTH RAYMOND OHIO CITY |
|
BOND |
PURCHASE
|
|
$50,001-100,000 |
| OSWEGO ILL GO BDS 2016 |
|
BOND |
PURCHASE
|
|
none |
| CLARK CNTY NV EDU GOST DIST |
|
BOND |
PURCHASE
|
|
$50,001-100,000 |
| CHERRY CREEK COLO SD NO 50 |
|
BOND |
PURCHASE
|
|
$1,000-15,000 |
| CONNECTICUT ST SPL TAX |
|
BOND |
PURCHASE
|
|
$50,001-100,000 |
| Mays-Allocate LP |
|
FUND |
PURCHASE
|
Dec. 29, 2025 |
$100,001-$250,000 |
| LONDON STOCK EX GRP ADR SPON |
LSE |
STOCK |
PURCHASE
|
Dec. 27, 2025 |
none |
| LKCM Headwater Investments IV LP |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 26, 2025 |
$500,001-$1,000,000 |
| Mueller Water Products Inc |
MWA |
STOCK |
PURCHASE
|
Dec. 26, 2025 |
$500,001-$1,000,000 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF |
VTI |
ETF |
PURCHASE
|
Dec. 24, 2025 |
$1,000-$15,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 24, 2025 |
$15,001-$25,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 24, 2025 |
$250,001-$500,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 23, 2025 |
$250,001-$500,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 23, 2025 |
$1,000,001-$5,000,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 23, 2025 |
Over $500,000 |
| Mays-Allocate LP |
|
FUND |
PURCHASE
|
Dec. 23, 2025 |
$500,001-$1,000,000 |
| VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES |
VTSAX |
FUND |
PURCHASE
|
Dec. 23, 2025 |
$15,001-$25,000 |
| LONDON STOCK EX GRP ADR SPON |
LSE |
STOCK |
PURCHASE
|
Dec. 23, 2025 |
$1,000-15,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 23, 2025 |
$250,001-$500,000 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND INSTL SHARES |
VTSMX |
FUND |
PURCHASE
|
Dec. 23, 2025 |
$250,001-$500,000 |
| DFA International Core ETF |
DFIC |
ETF |
PURCHASE
|
Dec. 23, 2025 |
Over $1,000,000 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND FD ADMIRAL SHARES |
VTSAX |
FUND |
PURCHASE
|
Dec. 23, 2025 |
$250,001-$500,000 |
| Harding Loevner International Eq Instl |
HLNIX |
FUND |
PURCHASE
|
Dec. 22, 2025 |
Over $500,000 |
| Harding Loevner International Eq Instl |
HLNIX |
FUND |
PURCHASE
|
Dec. 22, 2025 |
Over $500,000 |
| Harding Loewner International Eq Instl |
|
FUND |
PURCHASE
|
Dec. 22, 2025 |
$1,000,001-$5,000,000 |
| Mays-Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 22, 2025 |
$500,001-$1,000,000 |
| Harding Loevner International Eq Instl |
HLNIX |
FUND |
PURCHASE
|
Dec. 22, 2025 |
$15,001-$25,000 |
| Harding Loewner International Eq Instl |
|
FUND |
PURCHASE
|
Dec. 22, 2025 |
$100,001-$250,000 |
| Harding Loevner International Eq Instl |
HLNIX |
FUND |
PURCHASE
|
Dec. 22, 2025 |
$250,001-$500,000 |
| SAP-SE-SPONSORED ADR |
SAP |
STOCK |
PURCHASE
|
Dec. 22, 2025 |
$100,001-$250,000 |
| Harding Loewner International Eq Instl |
|
FUND |
PURCHASE
|
Dec. 22, 2025 |
$250,001-$500,000 |
| Dawson Portfolio Finance 6 LP II |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 19, 2025 |
$500,001-$1,000,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
PURCHASE
|
Dec. 19, 2025 |
$100,001-$250,000 |
| MERCADOLIBRE INC |
MELI |
STOCK |
PURCHASE
|
Dec. 19, 2025 |
$100,001-$250,000 |
| LEE ENTY FLA SCH BRD |
|
BOND |
PURCHASE
|
Dec. 19, 2025 |
$500,001-$1,000,000 |
| BDT Capital Partners Fund 4 LP II |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 19, 2025 |
$500,001-$1,000,000 |
| Laguna Water III |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 19, 2025 |
$15,001-$25,000 |
| NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A |
NGMAX |
FUND |
PURCHASE
|
Dec. 19, 2025 |
$1,000-$15,000 |
| MERCADOLIBRE INC |
MELI |
STOCK |
PURCHASE
|
Dec. 18, 2025 |
$100,001-$250,000 |
| EQV Alpha Partners LLC |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 18, 2025 |
$500,001-$1,000,000 |
| MERCADOLIBRE INC |
MELI |
STOCK |
PURCHASE
|
Dec. 18, 2025 |
$100,001-$250,000 |
| SAP SE-SPONSORED ADR |
SAP |
STOCK |
PURCHASE
|
Dec. 17, 2025 |
$1,000-15,000 |
| FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND |
FALNX |
FUND |
PURCHASE
|
Dec. 17, 2025 |
$100,001-$250,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Dec. 17, 2025 |
$1,000-15,000 |
| ALPHABET INC-CL C |
GOOG |
STOCK |
PURCHASE
|
Dec. 17, 2025 |
none |
| Lewis & Clark |
|
nan |
PURCHASE
|
Dec. 17, 2025 |
$100,001-$250,000 |
| ALPHABET INC-CL C |
GOOG |
STOCK |
PURCHASE
|
Dec. 16, 2025 |
$1,000-15,000 |
| MERCADOLIBRE INC |
MELI |
STOCK |
PURCHASE
|
Dec. 16, 2025 |
none |
| SAP SE-SPONSORED ADR |
SAP |
STOCK |
PURCHASE
|
Dec. 16, 2025 |
$1,000-15,000 |
| VANGUARD MUNI BD TAX-EXEMPT ETF |
VTEB |
ETF |
PURCHASE
|
Dec. 16, 2025 |
$1,000-15,000 |
| Linden Structured Capital Fd II |
|
FUND |
PURCHASE
|
Dec. 16, 2025 |
$500,001-$1,000,000 |
| MERCADOLIBRE INC |
MELI |
STOCK |
PURCHASE
|
Dec. 15, 2025 |
$100,001-$250,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Dec. 15, 2025 |
$1,000-15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
PURCHASE
|
Dec. 15, 2025 |
$100,001-$250,000 |
| NEBRASKA INVT FIN AT SFH |
|
FUND |
PURCHASE
|
Dec. 12, 2025 |
$500,001-$1,000,000 |
| AERCAP HOLDINGS NV |
AER |
STOCK |
PURCHASE
|
Dec. 12, 2025 |
$1,000-15,000 |
| DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS |
DFEGX |
FUND |
PURCHASE
|
Dec. 11, 2025 |
$250,001-$500,000 |
| Mueller Water Products Inc |
MWA |
STOCK |
PURCHASE
|
Dec. 11, 2025 |
$100,001-$250,000 |
| DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS |
DFEGX |
FUND |
PURCHASE
|
Dec. 11, 2025 |
$250,001-$500,000 |
| DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS |
DFIE |
FUND |
PURCHASE
|
Dec. 11, 2025 |
$50,001-$100,000 |
| VANGUARD MUNI BND TX-EXEMPT ETF |
VTEB |
ETF |
PURCHASE
|
Dec. 11, 2025 |
$100,001-$250,000 |
| ASML HOLDING NV-NY REG SHS |
ASML |
STOCK |
PURCHASE
|
Dec. 10, 2025 |
$1,000-15,000 |
| ALPHABET INC-CL C |
GOOG |
STOCK |
PURCHASE
|
Dec. 10, 2025 |
$1,000-15,000 |
| SIEMENS ENERGY AG-UNSP |
ENR |
STOCK |
PURCHASE
|
Dec. 8, 2025 |
$100,001-$250,000 |
| Mays-Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
Dec. 8, 2025 |
none |