13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0001592614-25-000004

Summary

13F filing with 302 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0001592614-25-000004

CIK

0001592614

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories23,296$3,120,2662025-Q1
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories15,677$2,099,7772025-Q1
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories495$66,3002025-Q1
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories71$9,5102025-Q1
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories1,220$163,4072025-Q1
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories830$111,1702025-Q1
EDGAR Filing Documents for 0001592614-25-000004Abbott Laboratories1,005$134,6102025-Q1
EDGAR Filing Documents for 0001592614-25-000004ABBVIE INC5,214$1,207,2502025-Q1
EDGAR Filing Documents for 0001592614-25-000004ABBVIE INC260$60,2002025-Q1
EDGAR Filing Documents for 0001592614-25-000004ABBVIE INC25$5,7882025-Q1
EDGAR Filing Documents for 0001592614-25-000004ADVANCED DRAIN SYS INC DEL4,450$617,2152025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices7,737$1,251,7692025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices12,290$1,988,3992025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices100$16,1792025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices645$104,3552025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices430$69,5702025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices25$4,0452025-Q1
EDGAR Filing Documents for 0001592614-25-000004Advanced Micro Devices540$87,3672025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN INTL GROUP INC3,000$235,6202025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC16,880$4,103,5282025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC14,227$3,458,5842025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC425$103,3172025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC47$11,4262025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC1,110$269,8412025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC835$202,9882025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC865$210,2812025-Q1
EDGAR Filing Documents for 0001592614-25-000004ALPHABET INC4,485$1,092,3222025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC14,900$3,271,5932025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC10,457$2,296,0432025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC330$72,4582025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC37$8,1242025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC700$153,6992025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC515$113,0792025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMAZON COM INC600$131,7422025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO3,530$1,172,5252025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO1,137$377,6662025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO45$14,9472025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO18$5,9792025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO133$44,1772025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO60$19,9302025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMERICAN EXPRESS CO135$44,8422025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMPHENOL CORP NEW2,746$339,8172025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC11,524$2,831,4472025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC9,723$2,388,9412025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC285$70,0242025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC40$9,8282025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC705$173,2182025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC485$119,1642025-Q1
EDGAR Filing Documents for 0001592614-25-000004ANALOG DEVICES INC520$127,7642025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC16,302$4,150,9782025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC13,072$3,328,5232025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC365$92,9402025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC35$8,9122025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC1,075$273,7272025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC605$154,0512025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLE INC650$165,5092025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC5,207$1,066,0812025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC2,145$439,1672025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC100$20,4742025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC31$6,3472025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC148$30,3022025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC115$23,5452025-Q1
EDGAR Filing Documents for 0001592614-25-000004APPLIED MATLS INC240$49,1382025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC11,980$1,601,2472025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC9,892$1,322,1652025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC350$46,7812025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC48$6,4162025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC925$123,6352025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC500$66,8302025-Q1
EDGAR Filing Documents for 0001592614-25-000004APTARGROUP INC700$93,5622025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc8,293$2,433,9952025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc7,272$2,134,3322025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc210$61,6352025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc28$8,2182025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc550$161,4252025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc370$108,5952025-Q1
EDGAR Filing Documents for 0001592614-25-000004Automatic Data Processing Inc410$120,3352025-Q1
EDGAR Filing Documents for 0001592614-25-000004BERKSHIRE HATHAWAY INC DEL2,381$1,197,0242025-Q1
EDGAR Filing Documents for 0001592614-25-000004BERKSHIRE HATHAWAY INC DEL170$85,4662025-Q1
EDGAR Filing Documents for 0001592614-25-000004CANADIAN NATL RY CO8,465$798,2492025-Q1
EDGAR Filing Documents for 0001592614-25-000004CANADIAN NATL RY CO11,655$1,099,0662025-Q1
EDGAR Filing Documents for 0001592614-25-000004CANADIAN NATL RY CO300$28,2902025-Q1
EDGAR Filing Documents for 0001592614-25-000004CANADIAN NATL RY CO570$53,7512025-Q1
EDGAR Filing Documents for 0001592614-25-000004CANADIAN NATL RY CO700$66,0102025-Q1
EDGAR Filing Documents for 0001592614-25-000004CANADIAN NATL RY CO600$56,5802025-Q1
EDGAR Filing Documents for 0001592614-25-000004Canadian Pacific Kansas City Ltd5,485$408,5782025-Q1
EDGAR Filing Documents for 0001592614-25-000004Canadian Pacific Kansas City Ltd20$1,4902025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION34,247$2,044,5462025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION14,942$892,0372025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION550$32,8352025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION107$6,3882025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION75$4,4772025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION1,300$77,6102025-Q1
EDGAR Filing Documents for 0001592614-25-000004CARRIER GLOBAL CORPORATION1,420$84,7742025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp7,830$747,5302025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp2,425$231,5152025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp140$13,3662025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp52$4,9642025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp235$22,4352025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp230$21,9582025-Q1
EDGAR Filing Documents for 0001592614-25-000004Charles Schwab Corp430$41,0522025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHEVRON CORP NEW7,035$1,092,4652025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHEVRON CORP NEW325$50,4692025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHEVRON CORP NEW3,925$609,5132025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHEVRON CORP NEW53$8,2302025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHEVRON CORP NEW670$104,0442025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHEVRON CORP NEW60$9,3172025-Q1
EDGAR Filing Documents for 0001592614-25-000004CHUBB LTD2,600$733,8502025-Q1
EDGAR Filing Documents for 0001592614-25-000004Cincinnati Financial1,500$237,1502025-Q1
EDGAR Filing Documents for 0001592614-25-000004Costco Wholesale Corp603$558,1552025-Q1
EDGAR Filing Documents for 0001592614-25-000004Costco Wholesale Corp40$37,0252025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp11,533$2,286,5332025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp7,541$1,495,0792025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp225$44,6082025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp38$7,5342025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp546$108,2502025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp460$91,2002025-Q1
EDGAR Filing Documents for 0001592614-25-000004Danaher Corp470$93,1822025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO2,788$2,127,2442025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO990$755,3702025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO35$26,7052025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO5$3,8152025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO44$33,5722025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO47$35,8612025-Q1
EDGAR Filing Documents for 0001592614-25-000004ELI LILLY & CO95$72,4852025-Q1
EDGAR Filing Documents for 0001592614-25-000004EXELIXIS INC14,500$598,8502025-Q1
EDGAR Filing Documents for 0001592614-25-000004Exxon Mobil Corporation2,025$228,3192025-Q1
EDGAR Filing Documents for 0001592614-25-000004Exxon Mobil Corporation300$33,8252025-Q1
EDGAR Filing Documents for 0001592614-25-000004Exxon Mobil Corporation1,000$112,7502025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC12,372$1,595,1222025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC11,570$1,491,7202025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC320$41,2582025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC42$5,4152025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC780$100,5652025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC590$76,0692025-Q1
EDGAR Filing Documents for 0001592614-25-000004FISERV INC670$86,3832025-Q1
EDGAR Filing Documents for 0001592614-25-000004GLOBAL PMTS INC13,300$1,104,9642025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC7,116$2,883,3322025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC4,703$1,905,6092025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC165$66,8562025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC16$6,4832025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC329$133,3082025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC220$89,1422025-Q1
EDGAR Filing Documents for 0001592614-25-000004HOME DEPOT INC275$111,4272025-Q1
EDGAR Filing Documents for 0001592614-25-000004Honeywell International1,505$316,8022025-Q1
EDGAR Filing Documents for 0001592614-25-000004ILLINOIS TOOL WORKS1,290$336,3802025-Q1
EDGAR Filing Documents for 0001592614-25-000004ILLINOIS TOOL WORKS140$36,5062025-Q1
EDGAR Filing Documents for 0001592614-25-000004INTERNATIONAL BUSINESS MACHS3,760$1,060,9222025-Q1
EDGAR Filing Documents for 0001592614-25-000004ISHARES RUSSELL 1000 GROWTH1,500$702,6152025-Q1
EDGAR Filing Documents for 0001592614-25-000004iShares Russell 3000 ETF2,102$796,5322025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson10,540$1,954,3272025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson8,828$1,636,8882025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson340$63,0432025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson34$6,3042025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson780$144,6282025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson555$102,9082025-Q1
EDGAR Filing Documents for 0001592614-25-000004Johnson & Johnson675$125,1582025-Q1
EDGAR Filing Documents for 0001592614-25-000004JPMORGAN CHASE & CO.2,103$663,3492025-Q1
EDGAR Filing Documents for 0001592614-25-000004JPMORGAN CHASE & CO.2,665$840,6212025-Q1
EDGAR Filing Documents for 0001592614-25-000004MARSH & MCLENNAN COS INC60$12,0922025-Q1
EDGAR Filing Documents for 0001592614-25-000004MARSH & MCLENNAN COS INC1,150$231,7592025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED5,161$2,935,6282025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED4,574$2,601,7372025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED105$59,7252025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED16$9,1012025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED300$170,6432025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED235$133,6702025-Q1
EDGAR Filing Documents for 0001592614-25-000004MASTERCARD INCORPORATED245$139,3582025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC25,030$1,674,7572025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC300$20,0732025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC9,695$648,6922025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC80$5,3532025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC40$2,6762025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC810$54,1972025-Q1
EDGAR Filing Documents for 0001592614-25-000004MC CORMICK & CO INC765$51,1862025-Q1
EDGAR Filing Documents for 0001592614-25-000004Merck & Co Inc5,230$438,9542025-Q1
EDGAR Filing Documents for 0001592614-25-000004Merck & Co Inc450$37,7682025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP8,535$4,420,7032025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP6,204$3,213,3622025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP190$98,4102025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP21$10,8772025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP515$266,7442025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP285$147,6162025-Q1
EDGAR Filing Documents for 0001592614-25-000004MICROSOFT CORP380$196,8212025-Q1
EDGAR Filing Documents for 0001592614-25-000004MORGAN STANLEY8,000$1,271,6802025-Q1
EDGAR Filing Documents for 0001592614-25-000004MORNINGSTAR INC1,494$346,6232025-Q1
EDGAR Filing Documents for 0001592614-25-000004NextEra Energy Inc7,356$555,3042025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION28,767$5,367,3472025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION26,349$4,916,1962025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION540$100,7532025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION82$15,3002025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION1,480$276,1382025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION1,225$228,5602025-Q1
EDGAR Filing Documents for 0001592614-25-000004NVIDIA CORPORATION1,085$202,4392025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO13,439$2,064,9022025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO9,290$1,427,4082025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO350$53,7772025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO45$6,9142025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO981$150,7312025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO560$86,0442025-Q1
EDGAR Filing Documents for 0001592614-25-000004PROCTER AND GAMBLE CO755$116,0062025-Q1
EDGAR Filing Documents for 0001592614-25-000004REGENERON PHARMACEUTICALS700$393,5892025-Q1
EDGAR Filing Documents for 0001592614-25-000004RELX PLC5,950$284,1722025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC5,842$2,041,9542025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC4,683$1,636,8492025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC130$45,4392025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC250$87,3822025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC300$104,8592025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC15$5,2432025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROCKWELL AUTOMATION INC300$104,8592025-Q1
EDGAR Filing Documents for 0001592614-25-000004S&P Global Inc800$389,3682025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC4,810$1,139,9702025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC1,042$246,9542025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC90$21,3302025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC13$3,0812025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC145$34,3652025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC130$30,8102025-Q1
EDGAR Filing Documents for 0001592614-25-000004SALESFORCE INC165$39,1052025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO51,375$2,878,0272025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO30,720$1,720,9342025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO1,000$56,0202025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO135$7,5632025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO2,185$122,4042025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO1,625$91,0322025-Q1
EDGAR Filing Documents for 0001592614-25-000004SCHNEIDER ELECTRIC SE UNSPONSO1,775$99,4352025-Q1
EDGAR Filing Documents for 0001592614-25-000004SOMNIGROUP INTERNATIONAL INC6,000$505,9802025-Q1
EDGAR Filing Documents for 0001592614-25-000004SPDR S&P 500 ETF TR140$93,2652025-Q1
EDGAR Filing Documents for 0001592614-25-000004SPDR S&P 500 ETF TR198$131,9042025-Q1
EDGAR Filing Documents for 0001592614-25-000004SPDR S&P 500 ETF TR60$39,9712025-Q1
EDGAR Filing Documents for 0001592614-25-000004SPROTT GOLD MINERS ETF3,250$201,5002025-Q1
EDGAR Filing Documents for 0001592614-25-000004Texas Instruments Inc100$18,3732025-Q1
EDGAR Filing Documents for 0001592614-25-000004Texas Instruments Inc1,000$183,7302025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc20,909$3,022,1872025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc13,865$2,004,0472025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc400$57,8162025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc72$10,4072025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc1,230$177,7842025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc610$88,1692025-Q1
EDGAR Filing Documents for 0001592614-25-000004TJX Companies Inc825$119,2452025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc12,755$1,249,6072025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc4,986$488,4782025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc150$14,6952025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc41$4,0172025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc445$43,5972025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc240$23,5132025-Q1
EDGAR Filing Documents for 0001592614-25-000004Uber Technologies Inc435$42,6172025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC6,682$2,307,2952025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC4,987$1,722,0112025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC140$48,3422025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC4$1,3812025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC191$65,9522025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC275$94,9572025-Q1
EDGAR Filing Documents for 0001592614-25-000004UNITEDHEALTH GROUP INC260$89,7782025-Q1
EDGAR Filing Documents for 0001592614-25-000004Vanguard Dividend Appreciation6,231$1,344,5872025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC4,519$1,769,8212025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC2,162$846,7262025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC70$27,4152025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC14$5,4832025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC190$74,4122025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC135$52,8712025-Q1
EDGAR Filing Documents for 0001592614-25-000004VERTEX PHARMACEUTICALS INC162$63,4462025-Q1
EDGAR Filing Documents for 0001592614-25-000004VISA INC6,349$2,167,4222025-Q1
EDGAR Filing Documents for 0001592614-25-000004VISA INC100$34,1382025-Q1
EDGAR Filing Documents for 0001592614-25-000004WABTEC3,400$681,5982025-Q1
EDGAR Filing Documents for 0001592614-25-000004WALMART INC980$100,9992025-Q1
EDGAR Filing Documents for 0001592614-25-000004WALMART INC1,197$123,3632025-Q1
EDGAR Filing Documents for 0001592614-25-000004Walker & Dunlop Inc4,800$401,3762025-Q1
EDGAR Filing Documents for 0001592614-25-000004WASTE MGMT INC DEL795$175,5602025-Q1
EDGAR Filing Documents for 0001592614-25-000004WASTE MGMT INC DEL3,347$739,1182025-Q1
EDGAR Filing Documents for 0001592614-25-000004Wells Fargo & Co4,500$377,1902025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC15,875$2,341,5622025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC10,145$1,496,3872025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC250$36,8752025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC47$6,9322025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC641$94,5472025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC600$88,5002025-Q1
EDGAR Filing Documents for 0001592614-25-000004XYLEM INC760$112,1002025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMG RIVER ROAD SMALL-MID CAP V54,113$554,1182025-Q1
EDGAR Filing Documents for 0001592614-25-000004AMG RIVER ROAD SMALL-MID CAP V183,142$1,875,3762025-Q1
EDGAR Filing Documents for 0001592614-25-000004FPA CRESCENT FUND5,135$232,7772025-Q1
EDGAR Filing Documents for 0001592614-25-000004GQG PARTNERS EMERGING MARKETS EQUITY FUND INST'L CLASS16,040$281,5092025-Q1
EDGAR Filing Documents for 0001592614-25-000004GQG PARTNERS EMERGING MARKETS EQUITY FUND INST'L CLASS98,687$1,731,9652025-Q1
EDGAR Filing Documents for 0001592614-25-000004OAKMARK INTERNATIONAL FUND INVESTOR CLASS14,221$449,0882025-Q1
EDGAR Filing Documents for 0001592614-25-000004ROBECO BOSTON PARTNERS LONG SH12,962$198,1872025-Q1
EDGAR Filing Documents for 0001592614-25-000004T ROWE PRICE INST LARGE-CAP GR7,907$752,0032025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD 500 INDEX FUND ADMIRAL CLASS800$493,8322025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD 500 INDEX FUND ADMIRAL CLASS100$61,7292025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD DIVIDEND GROWTH72,308$2,663,8192025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD EMERGING MARKETS STOC7,112$319,0412025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD EUROPEAN STOCK INDEX2,922$292,4502025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD PACIFIC STOCK INDEX F2,851$311,5342025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD SMALL-CAP INDEX FUND ADMIRAL CLASS3,918$477,2952025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD STAR FD56,436$1,728,0722025-Q1
EDGAR Filing Documents for 0001592614-25-000004VANGUARD TOTAL STOCK MARKET IN3,009$480,7422025-Q1
EDGAR Filing Documents for 0001592614-25-000004WCM FOCUSED INTERNATIONAL GROW24,100$664,4332025-Q1