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The Analysis of Acropolis Investment Management, LLC's Holdings & P&L

Currently, Acropolis Investment Management, LLC holds 384 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in VGIT (+654.2K shares, valued at $39.0M), DFCF (+588.5K shares, valued at $24.8M), JMTG (+361.0K shares, valued at $18.4M); decreased their positions in BND (-249.8K shares, valued at $18.4M), VGSH (-298.0K shares, valued at $17.4M), VMBS (-200.6K shares, valued at $9.4M); initiated new positions in URA (+5.9K shares, valued at $287.7K), POWL (+517 shares, valued at $279.7K), VSGX (+3.9K shares, valued at $278.7K).

1M P&L

+29.8M+1.49%

3M P&L

-62.1M-2.98%

HY P&L

+58.6M+2.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.7B

88.4%

2Consumer Electronics22.6M

1.2%

3Software - Infrastructure16.8M

0.9%

Top Industries by Stock Count

1N/A159 stocks

43.9%

2Specialty Industrial Machinery9 stocks

2.5%

3Aerospace & Defense8 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS570.3K shares0.32%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS2.8M shares-1.02%2026-03-312026-04-09

DFCF DIMENSIONAL ETF TRUST3.5M shares20.41%2026-03-312026-04-09

VGIT VANGUARD SCOTTSDALE FDS2.2M shares43.39%2026-03-312026-04-09

IJR ISHARES TR999.9K shares0.02%2026-03-312026-04-09

IJH ISHARES TR1.7M shares-0.32%2026-03-312026-04-09

IGIB ISHARES TR2.1M shares1.91%2026-03-312026-04-09

JMTG J P MORGAN EXCHANGE TRADED F1.7M shares26.45%2026-03-312026-04-09

Sponsored

SMLF ISHARES TR979.0K shares1.08%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS790.1K shares-24.02%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F1.0M shares0.37%2026-03-312026-04-09

VV VANGUARD INDEX FDS168.6K shares0.83%2026-03-312026-04-09

IEFA ISHARES TR449.6K shares-3.05%2026-03-312026-04-09

MTUM ISHARES TR141.9K shares1.87%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS572.9K shares-34.22%2026-03-312026-04-09

DFLV DIMENSIONAL ETF TRUST906.8K shares1.02%2026-03-312026-04-09

Sponsored

IMTM ISHARES TR633.1K shares-1.25%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST508.6K shares-2.23%2026-03-312026-04-09

VMBS VANGUARD SCOTTSDALE FDS535.8K shares-27.24%2026-03-312026-04-09

LRGF ISHARES TR357.5K shares14.47%2026-03-312026-04-09

AAPL APPLE INC89.0K shares-1.77%2026-03-312026-04-09

VCRB VANGUARD MALVERN FDS289.9K shares30.47%2026-03-312026-04-09

AVUS AMERICAN CENTY ETF TR168.0K shares2.55%2026-03-312026-04-09

IVV ISHARES TR27.6K shares-0.82%2026-03-312026-04-09

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VB VANGUARD INDEX FDS67.2K shares-1.87%2026-03-312026-04-09

IVW ISHARES TR154.0K shares-1.22%2026-03-312026-04-09

MSFT MICROSOFT CORP41.3K shares-2.09%2026-03-312026-04-09

INTF ISHARES TR363.3K shares8.83%2026-03-312026-04-09

VO VANGUARD INDEX FDS46.0K shares-0.43%2026-03-312026-04-09

WMT WALMART INC103.0K shares-1.37%2026-03-312026-04-09

IVE ISHARES TR53.9K shares1.94%2026-03-312026-04-09

IEMG ISHARES INC151.5K shares-1.57%2026-03-312026-04-09

Sponsored

PG PROCTER & GAMBLE CO66.0K shares-0.23%2026-03-312026-04-09

NVDA NVIDIA CORPORATION54.6K shares-1.80%2026-03-312026-04-09

ALPHABET INC ALPHABET INC31.8K shares1.16%2026-03-312026-04-09

VUG VANGUARD INDEX FDS20.5K shares-1.29%2026-03-312026-04-09

MUB ISHARES TR74.2K shares6.01%2026-03-312026-04-09

IEF ISHARES TR74.4K shares4.48%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.1K shares-0.12%2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS74.7K shares0.00%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC29.1K shares0.76%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO20.3K shares-1.43%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T9.1K shares0.52%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR231.6K shares-0.43%2026-03-312026-04-09

IWR ISHARES TR54.2K shares-3.12%2026-03-312026-04-09

XOM EXXON MOBIL CORP30.5K shares2.85%2026-03-312026-04-09

VTV VANGUARD INDEX FDS25.5K shares2.66%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON20.4K shares-1.66%2026-03-312026-04-09

Sponsored

IWM ISHARES TR19.0K shares0.26%2026-03-312026-04-09

V VISA INC14.4K shares-0.99%2026-03-312026-04-09

VTI VANGUARD INDEX FDS12.8K shares1.68%2026-03-312026-04-09

IWD ISHARES TR18.9K shares-3.89%2026-03-312026-04-09

EFA ISHARES TR40.8K shares-5.47%2026-03-312026-04-09

IEI ISHARES TR32.4K shares0.53%2026-03-312026-04-09

VBK VANGUARD INDEX FDS12.5K shares0.89%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR28.2K shares0.00%2026-03-312026-04-09

Sponsored

IYW ISHARES TR19.8K shares-2.76%2026-03-312026-04-09

CVX CHEVRON CORPORATION17.2K shares-3.16%2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC11.5K shares-6.21%2026-03-312026-04-09

MS MORGAN STANLEY18.4K shares-4.22%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC11.1K shares-10.49%2026-03-312026-04-09

VBR VANGUARD INDEX FDS13.6K shares1.94%2026-03-312026-04-09

AVSC AMERICAN CENTY ETF TR45.7K shares0.00%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP4.7K shares2.98%2026-03-312026-04-09

Sponsored

SXT SENSIENT TECHNOLOGIES CORP32.8K shares8.11%2026-03-312026-04-09

SCZ ISHARES TR36.0K shares-0.71%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS35.7K shares-8.28%2026-03-312026-04-09

IWB ISHARES TR7.6K shares0.00%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR4.3K shares0.09%2026-03-312026-04-09

KR KROGER CO33.8K shares-1.26%2026-03-312026-04-09

SNA SNAP ON INC6.0K shares-0.15%2026-03-312026-04-09

DE DEERE & CO3.8K shares-4.45%2026-03-312026-04-09

Sponsored

HCA HCA HEALTHCARE INC4.6K shares0.68%2026-03-312026-04-09

IWF ISHARES TR5.0K shares-1.69%2026-03-312026-04-09

ORLY OREILLY AUTOMOTIVE INC21.4K shares-0.89%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR31.8K shares-4.22%2026-03-312026-04-09

ESGU ISHARES TR13.6K shares-0.29%2026-03-312026-04-09

CAT CATERPILLAR INC2.6K shares2.09%2026-03-312026-04-09

JMBS JANUS DETROIT STR TR40.4K shares-4.65%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION1.8K shares2.41%2026-03-312026-04-09

Sponsored

ETR ENTERGY CORP NEW16.1K shares-11.93%2026-03-312026-04-09

LLY ELI LILLY & CO2.0K shares-4.73%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC14.6K shares-2.70%2026-03-312026-04-09

LOW LOWES COS INC7.5K shares-4.48%2026-03-312026-04-09

URI UNITED RENTALS INC2.4K shares-0.59%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC5.1K shares1.98%2026-03-312026-04-09

ESGD ISHARES TR17.6K shares-0.48%2026-03-312026-04-09

EFSC ENTERPRISE FINL SVCS CORP31.1K shares0.00%2026-03-312026-04-09

Sponsored

AXP AMERICAN EXPRESS CO5.4K shares-1.47%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC4.9K shares0.54%2026-03-312026-04-09

RTX RTX CORPORATION8.5K shares0.34%2026-03-312026-04-09

HD HOME DEPOT INC4.7K shares-3.02%2026-03-312026-04-09

ABBV ABBVIE INC7.0K shares-0.71%2026-03-312026-04-09

META META PLATFORMS INC2.6K shares1.73%2026-03-312026-04-09

TSLA TESLA INC4.1K shares-9.02%2026-03-312026-04-09

ALPHABET INC ALPHABET INC5.3K shares17.54%2026-03-312026-04-09

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD9.2K shares315.15%2026-03-312026-04-09

IBB ISHARES TR8.9K shares0.00%2026-03-312026-04-09

VOE VANGUARD INDEX FDS7.8K shares0.27%2026-03-312026-04-09

TJX TJX COS INC NEW8.9K shares-4.32%2026-03-312026-04-09

AVLV AMERICAN CENTY ETF TR17.6K shares-4.19%2026-03-312026-04-09

CMI CUMMINS INC2.5K shares-6.70%2026-03-312026-04-09

BA BOEING CO6.6K shares-3.32%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC25.9K shares-4.10%2026-03-312026-04-09

Sponsored

AEE AMEREN CORP11.8K shares-0.16%2026-03-312026-04-09

EA ELECTRONIC ARTS INC6.3K shares-18.66%2026-03-312026-04-09

PEP PEPSICO INC8.3K shares-4.80%2026-03-312026-04-09

AMAT APPLIED MATLS INC3.7K shares1.30%2026-03-312026-04-09

PPA INVESCO EXCHANGE TRADED FD T7.7K shares400.59%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND2.7K shares2.53%2026-03-312026-04-09

BMY BRISTOL-MYERS SQUIBB CO20.5K shares9.59%2026-03-312026-04-09

BOTZ GLOBAL X FDS36.7K shares375.08%2026-03-312026-04-09

Sponsored

EBAY EBAY INC.13.3K shares-10.86%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS13.3K shares0.00%2026-03-312026-04-09

AIQ GLOBAL X FDS25.2K shares452.85%2026-03-312026-04-09

MPC MARATHON PETE CORP4.6K shares-2.55%2026-03-312026-04-09

IJT ISHARES TR7.4K shares3.21%2026-03-312026-04-09

NSC NORFOLK SOUTHN CORP3.7K shares-0.46%2026-03-312026-04-09

AOA ISHARES TR11.9K shares5.60%2026-03-312026-04-09

EXPE EXPEDIA GROUP INC4.6K shares-2.87%2026-03-312026-04-09

Sponsored

IYF ISHARES TR8.8K shares0.00%2026-03-312026-04-09

BROADCOM INC BROADCOM INC3.1K shares-9.40%2026-03-312026-04-09

ROK ROCKWELL AUTOMATION INC2.7K shares-2.79%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.8K shares0.00%2026-03-312026-04-09

MA MASTERCARD INCORPORATED1.9K shares2.77%2026-03-312026-04-09

DSI ISHARES TR7.8K shares-1.76%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE3.2K shares0.53%2026-03-312026-04-09

IWV ISHARES TR2.4K shares0.00%2026-03-312026-04-09

Sponsored

USB US BANCORP16.6K shares-0.29%2026-03-312026-04-09

CSCO CISCO SYS INC11.1K shares11.66%2026-03-312026-04-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.3K shares-16.41%2026-03-312026-04-09

OMC OMNICOM GROUP INC11.3K shares-8.95%2026-03-312026-04-09

QCOM QUALCOMM INC6.5K shares13.43%2026-03-312026-04-09

CSX CSX CORP20.3K shares-1.00%2026-03-312026-04-09

ESML ISHARES TR17.7K shares-1.31%2026-03-312026-04-09

MCD MCDONALDS CORP2.7K shares-2.24%2026-03-312026-04-09

Sponsored

EMR EMERSON ELEC CO6.3K shares-6.16%2026-03-312026-04-09

ABT ABBOTT LABORATORIES8.0K shares-1.82%2026-03-312026-04-09

SHY ISHARES TR9.9K shares0.07%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC5.6K shares0.36%2026-03-312026-04-09

EEM ISHARES TR13.9K shares0.00%2026-03-312026-04-09

BAC BANK AMERICA CORP16.1K shares-6.44%2026-03-312026-04-09

MAS MASCO CORP12.5K shares-9.25%2026-03-312026-04-09

UNP UNION PAC CORP3.1K shares0.00%2026-03-312026-04-09

Sponsored

MMM 3M CO5.2K shares-7.80%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS16.1K shares-12.91%2026-03-312026-04-09

GEV GE VERNOVA INC838 shares4.62%2026-03-312026-04-09

EAGG ISHARES TR15.4K shares3.33%2026-03-312026-04-09

IWC ISHARES TR4.5K shares0.00%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR24.5K shares0.61%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-0.76%2026-03-312026-04-09

T AT&T INC23.7K shares-0.24%2026-03-312026-04-09

Sponsored

NOC NORTHROP GRUMMAN CORP1.0K shares-0.99%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F13.1K shares0.00%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST17.2K shares0.00%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR25.1K shares1.25%2026-03-312026-04-09

BUSE FIRST BUSEY CORP25.3K shares0.00%2026-03-312026-04-09

TGT TARGET CORP5.2K shares2.00%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC6.4K shares1.61%2026-03-312026-04-09

VGT VANGUARD WORLD FD893 shares0.68%2026-03-312026-04-09

Sponsored

XLF SELECT SECTOR SPDR TR12.5K shares0.03%2026-03-312026-04-09

COF CAPITAL ONE FINL CORP3.4K shares1.84%2026-03-312026-04-09

CMCSA COMCAST CORP NEW21.3K shares-2.35%2026-03-312026-04-09

SPYM SPDR SERIES TRUST8.0K shares0.01%2026-03-312026-04-09

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares-1.42%2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR7.4K shares-9.62%2026-03-312026-04-09

CEG CONSTELLATION ENERGY CORP2.2K shares-0.05%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC1.4K shares-1.38%2026-03-312026-04-09

Sponsored

ISRG INTUITIVE SURGICAL INC1.3K shares0.31%2026-03-312026-04-09

GPC GENUINE PARTS CO5.3K shares-3.91%2026-03-312026-04-09

IYH ISHARES TR9.1K shares0.00%2026-03-312026-04-09

PL PLANET LABS PBC20.0K shares0.00%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR16.4K shares-0.71%2026-03-312026-04-09

NFLX NETFLIX INC.5.6K shares7.75%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC630 shares0.00%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR3.3K shares0.00%2026-03-312026-04-09

Sponsored

AMGN AMGEN INC1.5K shares0.61%2026-03-312026-04-09

PFE PFIZER INC18.4K shares0.11%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F6.8K shares24.88%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares13.72%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC119 shares-12.50%2026-03-312026-04-09

VLO VALERO ENERGY CORP2.0K shares-9.59%2026-03-312026-04-09

DGX QUEST DIAGNOSTICS INC2.5K shares-4.51%2026-03-312026-04-09

CCJ CAMECO CORP4.4K shares-9.41%2026-03-312026-04-09

Sponsored

WFC WELLS FARGO & CO6.0K shares0.00%2026-03-312026-04-09

ESGV VANGUARD WORLD FD4.2K shares33.33%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC2.3K shares3.62%2026-03-312026-04-09

KO COCA COLA CO6.2K shares0.00%2026-03-312026-04-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares2.44%2026-03-312026-04-09

BAH BOOZ ALLEN HAMILTON HLDG COR5.8K shares0.00%2026-03-312026-04-09

VLUE ISHARES TR3.1K shares6.81%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR14.3K shares0.00%2026-03-312026-04-09

Sponsored

EATON CORP PLC EATON CORP PLC1.2K shares0.42%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR13.9K shares-7.03%2026-03-312026-04-09

DFSV DIMENSIONAL ETF TRUST12.2K shares12.87%2026-03-312026-04-09

SDY SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-04-09

SPTS SPDR SERIES TRUST14.4K shares0.00%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP4.5K shares0.00%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.9K shares-0.77%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS2.7K shares-0.07%2026-03-312026-04-09

Sponsored

NUSC NUSHARES ETF TR8.7K shares-1.08%2026-03-312026-04-09

KMB KIMBERLY-CLARK CORP4.0K shares-8.96%2026-03-312026-04-09

SBUX STARBUCKS CORP4.3K shares-1.12%2026-03-312026-04-09

VOT VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-09

VFH VANGUARD WORLD FD3.1K shares0.00%2026-03-312026-04-09

SO SOUTHERN CO3.9K shares-4.39%2026-03-312026-04-09

DG DOLLAR GEN CORP3.1K shares-10.07%2026-03-312026-04-09

MNST MONSTER BEVERAGE CORP NEW5.0K shares0.00%2026-03-312026-04-09

Sponsored

PH PARKER-HANNIFIN CORP405 shares0.00%2026-03-312026-04-09

SYY SYSCO CORP5.1K shares6.81%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC2.1K shares-4.53%2026-03-312026-04-09

HON HONEYWELL INTL INC1.5K shares1.66%2026-03-312026-04-09

EXC EXELON CORP7.0K shares50.30%2026-03-312026-04-09

LHX L3HARRIS TECHNOLOGIES INC981 shares1.55%2026-03-312026-04-09

BWXT BWX TECHNOLOGIES INC1.6K shares-8.97%2026-03-312026-04-09

SUSA ISHARES TR2.5K shares0.00%2026-03-312026-04-09

Sponsored

CRWD CROWDSTRIKE HLDGS INC856 shares2.03%2026-03-312026-04-09

TER TERADYNE INC1.1K shares-1.40%2026-03-312026-04-09

NUE NUCOR CORP2.0K shares-8.06%2026-03-312026-04-09

SPMB SPDR SERIES TRUST14.8K shares0.00%2026-03-312026-04-09

PWR QUANTA SVCS INC597 shares-4.48%2026-03-312026-04-09

SPIB SPDR SERIES TRUST9.7K shares0.00%2026-03-312026-04-09

LEU CENTRUS ENERGY CORP1.8K shares-11.70%2026-03-312026-04-09

GWW WW GRAINGER INC286 shares10.85%2026-03-312026-04-09

Sponsored

J JACOBS SOLUTIONS INC2.4K shares0.00%2026-03-312026-04-09

SOXX ISHARES TR923 shares0.00%2026-03-312026-04-09

TXN TEXAS INSTRS INC1.6K shares0.00%2026-03-312026-04-09

FAS DIREXION SHARES ETF TRUST2.5K shares0.00%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L7.9K shares0.22%2026-03-312026-04-09

OKE ONEOK INC NEW3.3K shares-0.06%2026-03-312026-04-09

AMP AMERIPRISE FINL INC672 shares0.00%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC2.6K shares0.00%2026-03-312026-04-09

Sponsored

CARR CARRIER GLOBAL CORPORATION5.3K shares-2.73%2026-03-312026-04-09

SLV ISHARES SILVER TR4.3K shares-28.30%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR9.7K shares0.00%2026-03-312026-04-09

AUPH AURINIA PHARMACEUTICALS INC19.7K shares-31.09%2026-03-312026-04-09

MO ALTRIA GROUP INC4.4K shares0.05%2026-03-312026-04-09

URA GLOBAL X FDS5.9K sharesnew addition2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF7.5K shares12.74%2026-03-312026-04-09

MBB ISHARES TR3.0K shares-35.22%2026-03-312026-04-09

Sponsored

LUV SOUTHWEST AIRLS CO7.6K shares0.00%2026-03-312026-04-09

SPMD SPDR SERIES TRUST4.8K shares13.51%2026-03-312026-04-09

INTU INTUIT654 shares0.62%2026-03-312026-04-09

POWL POWELL INDS INC517 sharesnew addition2026-03-312026-04-09

VSGX VANGUARD WORLD FD3.9K sharesnew addition2026-03-312026-04-09

SPSM SPDR SERIES TRUST5.7K shares-8.25%2026-03-312026-04-09

APH AMPHENOL CORP2.2K shares0.00%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR2.5K shares0.08%2026-03-312026-04-09

Sponsored

OKLO OKLO INC5.4K shares-10.96%2026-03-312026-04-09

AGG ISHARES TR2.6K shares-53.05%2026-03-312026-04-09

INTC INTEL CORP5.9K shares-5.79%2026-03-312026-04-09

IHI ISHARES TR4.8K shares0.00%2026-03-312026-04-09

PSX PHILLIPS 661.4K shares-31.19%2026-03-312026-04-09

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-04-09

CDW CDW CORP2.0K shares-1.77%2026-03-312026-04-09

VRT VERTIV HOLDINGS CO989 sharesnew addition2026-03-312026-04-09

Sponsored

ISHARES GOLD TR ISHARES GOLD TR2.8K shares-7.88%2026-03-312026-04-09

AVUV AMERICAN CENTY ETF TR2.2K shares-18.08%2026-03-312026-04-09

PPG PPG INDS INC2.3K shares2.60%2026-03-312026-04-09

DIS DISNEY WALT CO2.5K shares-11.22%2026-03-312026-04-09

UHS UNIVERSAL HLTH SVCS INC1.4K shares0.00%2026-03-312026-04-09

SHOP SHOPIFY INC2.0K shares0.00%2026-03-312026-04-09

TDY TELEDYNE TECHNOLOGIES INC400 shares-7.62%2026-03-312026-04-09

CRM SALESFORCE INC1.3K shares0.00%2026-03-312026-04-09

Sponsored

MCK MCKESSON CORP278 shares-4.14%2026-03-312026-04-09

EOG EOG RES INC1.7K sharesnew addition2026-03-312026-04-09

ORCL ORACLE CORP1.6K shares-31.64%2026-03-312026-04-09

DFIC DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR2.1K shares0.09%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-04-09

GILD GILEAD SCIENCES INC1.6K sharesnew addition2026-03-312026-04-09

ADBE ADOBE INC901 shares-13.61%2026-03-312026-04-09

Sponsored

DHI D R HORTON INC1.6K shares0.00%2026-03-312026-04-09

MYRG MYR GROUP INC772 sharesnew addition2026-03-312026-04-09

LULU LULULEMON ATHLETICA INC1.4K shares14.22%2026-03-312026-04-09

EMGF ISHARES INC3.6K shares0.00%2026-03-312026-04-09

IWP ISHARES TR1.7K shares0.00%2026-03-312026-04-09

PFG PRINCIPAL FINANCIAL GROUP IN2.3K shares-1.77%2026-03-312026-04-09

SCHR SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-04-09

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-04-09

Sponsored

BCO BRINKS CO2.0K shares0.00%2026-03-312026-04-09

HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2026-03-312026-04-09

DECK DECKERS OUTDOOR CORP2.1K sharesnew addition2026-03-312026-04-09

AFL AFLAC INC1.9K shares-3.32%2026-03-312026-04-09

PYPL PAYPAL HLDGS INC4.5K shares-7.59%2026-03-312026-04-09

TSCO TRACTOR SUPPLY CO4.4K shares-9.61%2026-03-312026-04-09

SKYY FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-03-312026-04-09

IUSG ISHARES TR1.3K shares0.00%2026-03-312026-04-09

Sponsored

ALL ALLSTATE CORP941 shares-8.99%2026-03-312026-04-09

SMBC SOUTHERN MO BANCORP INC3.0K sharesnew addition2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR7.7K shares0.00%2026-03-312026-04-09

HDV ISHARES TR1.4K sharesnew addition2026-03-312026-04-09

USXF ISHARES TR3.4K sharesnew addition2026-03-312026-04-09

NEE NEXTERA ENERGY INC2.0K sharesnew addition2026-03-312026-04-09

RIO RIO TINTO PLC2.0K sharesnew addition2026-03-312026-04-09

SRE SEMPRA1.9K sharesnew addition2026-03-312026-04-09

Sponsored

MTZ MASTEC INC573 sharesnew addition2026-03-312026-04-09

TE CONNECTIVITY PLC TE CONNECTIVITY PLC868 sharesnew addition2026-03-312026-04-09

HUBBELL INC HUBBELL INC368 sharesnew addition2026-03-312026-04-09

DFAI DIMENSIONAL ETF TRUST4.6K sharesnew addition2026-03-312026-04-09

ASML ASML HLDG NV134 sharesnew addition2026-03-312026-04-09

GLD SPDR GOLD TR411 sharesnew addition2026-03-312026-04-09

SPTM SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC1.5K sharesnew addition2026-03-312026-04-09

Sponsored

BP BP PLC3.7K sharesnew addition2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST2.5K sharesnew addition2026-03-312026-04-09

HAL HALLIBURTON CO4.4K sharesnew addition2026-03-312026-04-09

AEP AMERICAN ELEC PWR CO INC1.3K sharesnew addition2026-03-312026-04-09

FITB FIFTH THIRD BANCORP3.6K sharesnew addition2026-03-312026-04-09

UMBF UMB FINL CORP1.5K sharesnew addition2026-03-312026-04-09

EFX EQUIFAX INC926 shares0.00%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR1.1K shares-16.84%2026-03-312026-04-09

Sponsored

AVLC AMERICAN CENTY ETF TR2.1K sharesnew addition2026-03-312026-04-09

CACI CACI INTL INC301 sharesnew addition2026-03-312026-04-09

IJJ ISHARES TR1.2K sharesnew addition2026-03-312026-04-09

F FORD MTR CO14.1K shares0.04%2026-03-312026-04-09

SF STIFEL FINL CORP2.1K sharesnew addition2026-03-312026-04-09

ITA ISHARES TR720 sharesnew addition2026-03-312026-04-09

MDLZ MONDELEZ INTL INC2.7K sharesnew addition2026-03-312026-04-09

FLNC FLUENCE ENERGY INC11.4K shares-2.04%2026-03-312026-04-09

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40249 sharesnew addition2026-03-312026-04-09

QUAL ISHARES TR800 sharesnew addition2026-03-312026-04-09

OTIS OTIS WORLDWIDE CORP2.0K sharesnew addition2026-03-312026-04-09

CGNX COGNEX CORP3.1K sharesnew addition2026-03-312026-04-09

ITW ILLINOIS TOOL WKS INC574 sharesnew addition2026-03-312026-04-09

WDC WESTERN DIGITAL CORP543 sharesnew addition2026-03-312026-04-09

SUSC ISHARES TR6.3K sharesnew addition2026-03-312026-04-09

BHP BHP BILLITON LIMITED2.0K sharesnew addition2026-03-312026-04-09

Sponsored

SHEL SHELL PLC1.6K sharesnew addition2026-03-312026-04-09

IBDW ISHARES TR6.9K sharesnew addition2026-03-312026-04-09

IWY ISHARES TR561 sharesnew addition2026-03-312026-04-09

IJK ISHARES TR1.4K sharesnew addition2026-03-312026-04-09

COP CONOCOPHILLIPS1.0K sharesnew addition2026-03-312026-04-09

JMOM J P MORGAN EXCHANGE TRADED F2.0K sharesnew addition2026-03-312026-04-09

NOW SERVICENOW INC1.3K sharesnew addition2026-03-312026-04-09

GNRC GENERAC HLDGS INC685 sharesnew addition2026-03-312026-04-09

Sponsored

IR INGERSOLL RAND INC1.7K sharesnew addition2026-03-312026-04-09

AGCO AGCO CORP1.1K sharesnew addition2026-03-312026-04-09

FCFS FIRSTCASH HOLDINGS INC700 sharesnew addition2026-03-312026-04-09

PGR PROGRESSIVE CORP661 shares-25.31%2026-03-312026-04-09

CL COLGATE PALMOLIVE CO1.5K sharesnew addition2026-03-312026-04-09

ADSK AUTODESK INC545 sharesnew addition2026-03-312026-04-09

DHR DANAHER CORP DEL688 sharesnew addition2026-03-312026-04-09

GEHC GE HEALTHCARE TECHNOLOGIES I1.8K sharesnew addition2026-03-312026-04-09

Sponsored

EMXC ISHARES INC1.6K sharesnew addition2026-03-312026-04-09

DGRO ISHARES TR1.8K sharesnew addition2026-03-312026-04-09

AAON AAON INC1.5K sharesnew addition2026-03-312026-04-09

CNH CNH INDL N V11.3K shares4.60%2026-03-312026-04-09

KBWB INVESCO EXCH TRADED FD TR II1.6K sharesnew addition2026-03-312026-04-09

IYR ISHARES TR1.3K sharesnew addition2026-03-312026-04-09

OEF ISHARES TR387 sharesnew addition2026-03-312026-04-09

VXF VANGUARD INDEX FDS596 sharesnew addition2026-03-312026-04-09

Sponsored

VRSK VERISK ANALYTICS INC641 sharesnew addition2026-03-312026-04-09

VHT VANGUARD WORLD FD445 sharesnew addition2026-03-312026-04-09

VCR VANGUARD WORLD FD330 sharesnew addition2026-03-312026-04-09

EPP ISHARES INC2.2K sharesnew addition2026-03-312026-04-09

MSI MOTOROLA SOLUTIONS INC267 sharesnew addition2026-03-312026-04-09

NRG NRG ENERGY INC778 sharesnew addition2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-04-09

LYB LYONDELLBASELL INDUSTRIES NV1.4K sharesnew addition2026-03-312026-04-09

Sponsored

SPYG SPDR SERIES TRUST1.1K sharesnew addition2026-03-312026-04-09

SPYV SPDR SERIES TRUST1.9K sharesnew addition2026-03-312026-04-09

SNDK SANDISK CORP173 sharesnew addition2026-03-312026-04-09

SMR NUSCALE PWR CORP10.1K shares-9.04%2026-03-312026-04-09

DMXF ISHARES TR1.4K sharesnew addition2026-03-312026-04-09

KTOS KRATOS DEFENSE & SEC SOLUTIO1.5K sharesnew addition2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC217 sharesnew addition2026-03-312026-04-09

XSD SPDR SERIES TRUST325 sharesnew addition2026-03-312026-04-09

Sponsored

KMI KINDER MORGAN INC DEL3.1K sharesnew addition2026-03-312026-04-09

JCI JOHNSON CONTROLS INTERNATION801 sharesnew addition2026-03-312026-04-09

XYZ BLOCK INC1.7K sharesnew addition2026-03-312026-04-09

WEC ENERGY GROUP INC WEC ENERGY GROUP INC903 sharesnew addition2026-03-312026-04-09

GOVT ISHARES TR4.5K sharesnew addition2026-03-312026-04-09

FAST FASTENAL CO2.2K sharesnew addition2026-03-312026-04-09

IGSB ISHARES TR2.0K sharesnew addition2026-03-312026-04-09

DISV DIMENSIONAL ETF TRUST2.6K sharesnew addition2026-03-312026-04-09

Sponsored

SNOW SNOWFLAKE INC682 sharesnew addition2026-03-312026-04-09

EMN EASTMAN CHEM CO1.3K sharesnew addition2026-03-312026-04-09

ASTRAZENECA PLC ASTRAZENECA PLC516 sharesnew addition2026-03-312026-04-09

SOUN SOUNDHOUND AI INC14.2K shares6.48%2026-03-312026-04-09

GGN GAMCO GLOBAL GOLD NAT RES &15.7K shares0.00%2026-03-312026-04-09

GAB GABELLI EQUITY TR INC14.3K shares0.00%2026-03-312026-04-09

BBAI BIGBEAR AI HLDGS INC17.5K shares11.34%2026-03-312026-04-09

GABELLI EQUITY TR INC GABELLI EQUITY TR INC14.3K sharesnew addition2026-03-312026-04-09

Sponsored

VANGUARD INDEX FDS

0.32%

Shares570.3K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-1.02%

Shares2.8M

Event2026-03-31

Filed2026-04-09

DFCF

DIMENSIONAL ETF TRUST

20.41%

Shares3.5M

Event2026-03-31

Filed2026-04-09

VGIT

VANGUARD SCOTTSDALE FDS

43.39%

Shares2.2M

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

0.02%

Shares999.9K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-0.32%

Shares1.7M

Event2026-03-31

Filed2026-04-09

IGIB

ISHARES TR

1.91%

Shares2.1M

Event2026-03-31

Filed2026-04-09

JMTG

J P MORGAN EXCHANGE TRADED F

26.45%

Shares1.7M

Event2026-03-31

Filed2026-04-09

SMLF

ISHARES TR

1.08%

Shares979.0K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

-24.02%

Shares790.1K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

0.37%

Shares1.0M

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.83%

Shares168.6K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

-3.05%

Shares449.6K

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

1.87%

Shares141.9K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

-34.22%

Shares572.9K

Event2026-03-31

Filed2026-04-09

DFLV

DIMENSIONAL ETF TRUST

1.02%

Shares906.8K

Event2026-03-31

Filed2026-04-09

IMTM

ISHARES TR

-1.25%

Shares633.1K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

-2.23%

Shares508.6K

Event2026-03-31

Filed2026-04-09

VMBS

VANGUARD SCOTTSDALE FDS

-27.24%

Shares535.8K

Event2026-03-31

Filed2026-04-09

LRGF

ISHARES TR

14.47%

Shares357.5K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-1.77%

Shares89.0K

Event2026-03-31

Filed2026-04-09

VCRB

VANGUARD MALVERN FDS

30.47%

Shares289.9K

Event2026-03-31

Filed2026-04-09

AVUS

AMERICAN CENTY ETF TR

2.55%

Shares168.0K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-0.82%

Shares27.6K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-1.87%

Shares67.2K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

-1.22%

Shares154.0K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-2.09%

Shares41.3K

Event2026-03-31

Filed2026-04-09

INTF

ISHARES TR

8.83%

Shares363.3K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-0.43%

Shares46.0K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-1.37%

Shares103.0K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

1.94%

Shares53.9K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-1.57%

Shares151.5K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-0.23%

Shares66.0K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-1.80%

Shares54.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

1.16%

Shares31.8K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

-1.29%

Shares20.5K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

6.01%

Shares74.2K

Event2026-03-31

Filed2026-04-09

IEF

ISHARES TR

4.48%

Shares74.4K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-0.12%

Shares14.1K

Event2026-03-31

Filed2026-04-09

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares74.7K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.76%

Shares29.1K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-1.43%

Shares20.3K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.52%

Shares9.1K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

-0.43%

Shares231.6K

Event2026-03-31

Filed2026-04-09

IWR

ISHARES TR

-3.12%

Shares54.2K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

2.85%

Shares30.5K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

2.66%

Shares25.5K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-1.66%

Shares20.4K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

0.26%

Shares19.0K

Event2026-03-31

Filed2026-04-09

VISA INC

-0.99%

Shares14.4K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

1.68%

Shares12.8K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-3.89%

Shares18.9K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

-5.47%

Shares40.8K

Event2026-03-31

Filed2026-04-09

IEI

ISHARES TR

0.53%

Shares32.4K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

0.89%

Shares12.5K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

0.00%

Shares28.2K

Event2026-03-31

Filed2026-04-09

IYW

ISHARES TR

-2.76%

Shares19.8K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

-3.16%

Shares17.2K

Event2026-03-31

Filed2026-04-09

TRV

TRAVELERS COMPANIES INC

-6.21%

Shares11.5K

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

-4.22%

Shares18.4K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

-10.49%

Shares11.1K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

1.94%

Shares13.6K

Event2026-03-31

Filed2026-04-09

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares45.7K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

2.98%

Shares4.7K

Event2026-03-31

Filed2026-04-09

SXT

SENSIENT TECHNOLOGIES CORP

8.11%

Shares32.8K

Event2026-03-31

Filed2026-04-09

SCZ

ISHARES TR

-0.71%

Shares36.0K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

-8.28%

Shares35.7K

Event2026-03-31

Filed2026-04-09

IWB

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.09%

Shares4.3K

Event2026-03-31

Filed2026-04-09

KROGER CO

-1.26%

Shares33.8K

Event2026-03-31

Filed2026-04-09

SNA

SNAP ON INC

-0.15%

Shares6.0K

Event2026-03-31

Filed2026-04-09

DEERE & CO

-4.45%

Shares3.8K

Event2026-03-31

Filed2026-04-09

HCA

HCA HEALTHCARE INC

0.68%

Shares4.6K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-1.69%

Shares5.0K

Event2026-03-31

Filed2026-04-09

ORLY

OREILLY AUTOMOTIVE INC

-0.89%

Shares21.4K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

-4.22%

Shares31.8K

Event2026-03-31

Filed2026-04-09

ESGU

ISHARES TR

-0.29%

Shares13.6K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

2.09%

Shares2.6K

Event2026-03-31

Filed2026-04-09

JMBS

JANUS DETROIT STR TR

-4.65%

Shares40.4K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

2.41%

Shares1.8K

Event2026-03-31

Filed2026-04-09

ETR

ENTERGY CORP NEW

-11.93%

Shares16.1K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-4.73%

Shares2.0K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-2.70%

Shares14.6K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

-4.48%

Shares7.5K

Event2026-03-31

Filed2026-04-09

URI

UNITED RENTALS INC

-0.59%

Shares2.4K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

1.98%

Shares5.1K

Event2026-03-31

Filed2026-04-09

ESGD

ISHARES TR

-0.48%

Shares17.6K

Event2026-03-31

Filed2026-04-09

EFSC

ENTERPRISE FINL SVCS CORP

0.00%

Shares31.1K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

-1.47%

Shares5.4K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.54%

Shares4.9K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

0.34%

Shares8.5K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

-3.02%

Shares4.7K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-0.71%

Shares7.0K

Event2026-03-31

Filed2026-04-09