LHM, INC. Historic Quarter Change: USA ETF, Reduced

LHM, INC. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, LHM, INC. opened 7 positions, added to 19, reduced 22 and sold out of 4.

Q2 2026: Stock BINC; Country of operation —; Class ISHARES FLEXIBLE; Shares before 219,984.
Q2 2026: Stock PYLD; Country of operation —; Class MULTISECTOR BD; Shares before 437,693.
Q2 2026: Stock XBI; Country of operation —; Class STATE STREET SPD; Shares before 73,760.
Q1 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 337,826.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2009224), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	219,984	207,384	-12,600	$11,423,769	$10,854,479	-$569,290	2026-08-12
Q2 2026	PYLD PIMCO ETF TR	MULTISECTOR BD	437,693	412,593	-25,100	$11,467,557	$10,941,966	-$525,591	2026-08-12
Q2 2026	XBI SPDR SERIES TRUST	STATE STREET SPD	73,760	58,514	-15,246	$9,421,365	$9,259,841	-$161,524	2026-08-12
Q1 2026	VTI VANGUARD INDEX FDS	TOTAL STK MKT	337,826	336,896	-930	$113,262,923	$108,079,606	-$5,183,317	2026-05-14
Q1 2026	XBI SPDR SERIES TRUST	STATE STREET SPD	83,738	73,760	-9,978	$10,210,174	$9,421,365	-$788,809	2026-05-14
Q1 2026	PYLD PIMCO ETF TR	MULTISECTOR BD	454,493	437,693	-16,800	$12,125,873	$11,467,557	-$658,316	2026-05-14
Q1 2026	BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	228,434	219,984	-8,450	$12,054,462	$11,423,769	-$630,693	2026-05-14
Q4 2025	VTI VANGUARD INDEX FDS	TOTAL STK MKT	390,647	337,826	-52,821	$128,553,021	$113,262,923	-$15,290,098	2026-02-10
Q4 2025	BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	436,508	228,434	-208,074	$23,239,686	$12,054,462	-$11,185,224	2026-02-10
Q4 2025	PYLD PIMCO ETF TR	MULTISECTOR BD	605,189	454,493	-150,696	$16,243,273	$12,125,873	-$4,117,400	2026-02-10
Q4 2025	KWEB KRANESHARES TRUST	CSI CHI INTERNET	226,630	197,414	-29,216	$9,520,726	$6,721,947	-$2,798,779	2026-02-10
Q3 2025	VTI VANGUARD INDEX FDS	TOTAL STK MKT	401,138	390,647	-10,491	$122,284,192	$128,553,021	+$6,268,829	2025-11-13
Q3 2025	BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	534,508	436,508	-98,000	$28,243,403	$23,239,686	-$5,003,717	2025-11-13
Q3 2025	XBI SPDR SERIES TRUST	S&P BIOTECH	142,966	119,540	-23,426	$11,856,170	$11,977,908	+$121,738	2025-11-13
Q2 2025	BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	1,197,870	534,508	-663,362	$62,744,431	$28,243,403	-$34,501,028	2025-08-14
Q2 2025	VTI VANGUARD INDEX FDS	TOTAL STK MKT	414,551	401,138	-13,413	$113,935,197	$122,284,192	+$8,348,995	2025-08-14
Q2 2025	XBI SPDR SERIES TRUST	S&P BIOTECH	143,822	142,966	-856	$11,663,964	$11,856,170	+$192,206	2025-08-14
Q1 2025	VTI VANGUARD INDEX FDS	TOTAL STK MKT	421,764	414,551	-7,213	$122,231,425	$113,935,197	-$8,296,228	2025-05-13
Q1 2025	MTBA SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	174,435	151,300	-23,135	$8,667,675	$7,586,182	-$1,081,493	2025-05-13
Q4 2024	VTI VANGUARD INDEX FDS	TOTAL STK MKT	477,654	421,764	-55,890	$135,675,655	$122,231,425	-$13,444,230	2025-02-06
Q3 2024	VTI VANGUARD INDEX FDS	TOTAL STK MKT	492,079	477,654	-14,425	$132,107,329	$135,675,655	+$3,568,326	2024-11-08
Q1 2024	VTI VANGUARD INDEX FDS	TOTAL STK MKT	444,933	366,719	-78,214	$105,547,006	$95,310,268	-$10,236,738	2024-04-24

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