53 purchases · 23 sales · 76 total

Purchases

53 trades
DateSymbolAmountAsset
2026-03-31 SPGI $1,001 - $15,000 S&P Global Inc Spouse
2026-03-31 VTI $1,001 - $15,000 Vanguard Total Stock Market ETF (1) Spouse
2026-03-31 VOO $1,001 - $15,000 Vanguard S&P 500 ETF (1) Spouse
2026-03-31 VOO $15,001 - $50,000 Vanguard S&P 500 ETF Spouse
2026-03-31 VOO $1,001 - $15,000 Vanguard S&P 500 ETF Spouse
2026-03-31 VTI $1,001 - $15,000 Vanguard Total Stock Market ETF (2) Spouse
2026-03-31 EQT $15,001 - $50,000 EQT Corp Spouse
2026-03-31 VOO $1,001 - $15,000 Vanguard S&P 500 ETF (2) Spouse
2026-03-30 DFCEX $1,001 - $15,000 DFA EMERGING MARKETS CORE EQUITY PORTFOLIO Spouse
2026-03-30 DFAI $1,001 - $15,000 DIMENSIO INTER CORE EQUI ETF Spouse
2026-03-27 VTI $15,001 - $50,000 Vanguard Total Stock Market ETF Spouse
2026-03-27 VTI $1,001 - $15,000 Vanguard Total Stock Market ETF (2) Spouse
2026-03-27 BSX $1,001 - $15,000 Boston Scientific Corp Spouse
2026-03-27 VTI $1,001 - $15,000 Vanguard Total Stock Market ETF (1) Spouse
2026-03-26 DFIC $1,001 - $15,000 DIMENSIONAL INTL CR EQ 2 ETF (2) Spouse
2026-03-26 DFIC $1,001 - $15,000 DIMENSIONAL INTL CR EQ 2 ETF Spouse
2026-03-26 DFIC $1,001 - $15,000 DIMENSIONAL INTL CR EQ 2 ETF (1) Spouse
2026-03-25 AJG $15,001 - $50,000 Arthur J. Gallagher & Co Spouse
2026-03-24 VEA $1,001 - $15,000 Vanguard FTSE Developed Markets ETF Spouse
2026-03-24 SPGI $1,001 - $15,000 S&P Global Inc Spouse
2026-03-23 ARE $100,001 - $250,000 Alexandria Real Estate Equities Inc Spouse
2026-03-23 GPN $15,001 - $50,000 GLOBAL PAYMENTS Inc Spouse
2026-03-23 BAX $15,001 - $50,000 Baxter International Inc Spouse
2026-03-23 SAP $1,001 - $15,000 SAP SE Spouse
2026-03-20 IVV $1,001 - $15,000 iShares Core S&P 500 ETF (1) Spouse
2026-03-20 IVV $1,001 - $15,000 iShares Core S&P 500 ETF (2) Spouse
2026-03-20 IVV $1,001 - $15,000 iShares Core S&P 500 ETF Spouse
2026-03-20 INTU $1,001 - $15,000 Intuit Inc Spouse
2026-03-20 SPGI $1,001 - $15,000 S&P Global Inc Spouse
2026-03-19 SAP $1,001 - $15,000 SAP SE Spouse
2026-03-18 SPGI $1,001 - $15,000 S&P Global Inc Spouse
2026-03-17 SPGI $1,001 - $15,000 S&P Global Inc Spouse
2026-03-17 INTU $1,001 - $15,000 Intuit Inc Spouse
2026-03-17 MA $1,001 - $15,000 Mastercard Inc Spouse
2026-03-13 SWK $15,001 - $50,000 Stanley Black & Decker Inc Spouse
2026-03-13 GPC $15,001 - $50,000 Genuine Parts Co Spouse
2026-03-13 SPGI $15,001 - $50,000 S&P Global Inc Spouse
2026-03-12 MELI $1,001 - $15,000 MercadoLibre Inc Spouse
2026-03-12 INTU $1,001 - $15,000 Intuit Inc Spouse
2026-03-12 AJG $15,001 - $50,000 Arthur J. Gallagher & Co Spouse
2026-03-10 INTU $1,001 - $15,000 Intuit Inc Spouse
2026-03-06 SAP $1,001 - $15,000 SAP SE Spouse
2026-03-05 DHR $1,001 - $15,000 Danaher Corp Spouse
2026-03-04 IBM $15,001 - $50,000 International Business Machines Corp Spouse
2026-03-04 PAYX $100,001 - $250,000 Paychex Inc Spouse
2026-03-04 ADSK $1,001 - $15,000 AUTODESK Inc Spouse
2026-03-04 NOW $1,001 - $15,000 ServiceNow Inc Spouse
2026-03-04 AJG $15,001 - $50,000 Arthur J. Gallagher & Co Spouse
2026-03-03 NSIT $15,001 - $50,000 Insight Enterprises Inc Spouse
2026-03-02 EQH $50,001 - $100,000 Equitable Holdings Inc Spouse
2026-03-02 INTU $1,001 - $15,000 Intuit Inc Spouse
2026-03-02 MA $15,001 - $50,000 Mastercard Inc Spouse
2026-03-02 MELI $1,001 - $15,000 MercadoLibre Inc Spouse

Sales

23 trades
DateSymbolAmountAsset
2026-03-31 SHEL $15,001 - $50,000 Shell PLC Spouse
2026-03-31 WWD $1,001 - $15,000 Woodward Inc Spouse
2026-03-31 ASML $1,001 - $15,000 ASML Holding NV Spouse
2026-03-27 GEV $1,001 - $15,000 GE VERNOVA INC Spouse
2026-03-27 AMZN $1,001 - $15,000 Amazon.com Inc Spouse
2026-03-25 AON $15,001 - $50,000 Aon PLC Spouse
2026-03-23 CVX $15,001 - $50,000 Chevron Corp Spouse
2026-03-23 PEAK $100,001 - $250,000 Healthpeak Properties Inc Spouse
2026-03-23 CMCSA $1,001 - $15,000 Comcast Corp Spouse
2026-03-17 BAYRY $1,001 - $15,000 Bayer AG Spouse
2026-03-13 CVX $500,001 - $1,000,000 Chevron Corp Spouse
2026-03-12 AON $15,001 - $50,000 Aon PLC Spouse
2026-03-12 CMCSA $1,001 - $15,000 Comcast Corp Spouse
2026-03-12 HLT $15,001 - $50,000 Hilton Worldwide Holdings Inc Spouse
2026-03-11 WWD $1,001 - $15,000 Woodward Inc Spouse
2026-03-04 PLXS $50,001 - $100,000 Plexus Corp Spouse
2026-03-04 ABT $1,001 - $15,000 Abbott Laboratories Spouse
2026-03-04 AON $15,001 - $50,000 Aon PLC Spouse
2026-03-04 PTC $1,001 - $15,000 PTC Inc Spouse
2026-03-04 CVX $100,001 - $250,000 Chevron Corp Spouse
2026-03-03 AER $1,001 - $15,000 AerCap Holdings NV Spouse
2026-03-03 HLT $1,001 - $15,000 Hilton Worldwide Holdings Inc Spouse
2026-03-02 LPLA $50,001 - $100,000 LPL Financial Holdings Inc Spouse