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The Analysis of Addison Advisors LLC's Holdings & P&L

Currently, Addison Advisors LLC holds 980 types of securities in its portfolio with a total value $452.4M. In the most recent quarter, they have increased their positions in VTIP (+26.4K shares, valued at $1.3M), IBCA (+42.7K shares, valued at $1.1M), VGIT (+17.7K shares, valued at $1.1M); decreased their positions in USFR (-8.2K shares, valued at $415.1K), SMLF (-2.4K shares, valued at $184.3K), NUSC (-3.9K shares, valued at $176.6K); initiated new positions in GRID (+4.6K shares, valued at $749.5K), N/A (+865 shares, valued at $170.6K), STIP (+770 shares, valued at $79.6K).

1M P&L

+8.0M+1.77%

3M P&L

-79.9M-14.72%

HY P&L

-59.5M-11.39%

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/A338.8M

78.6%

2Software - Infrastructure7.5M

1.7%

3Drug Manufacturers - General7.2M

1.7%

Top Industries by Stock Count

1N/A281 stocks

31.0%

2Software - Application31 stocks

3.4%

3Software - Infrastructure22 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTIP VANGUARD MALVERN FDS432.1K shares6.51%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS97.7K shares1.40%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS339.4K shares5.51%2026-03-312026-05-08

VLUE ISHARES TR114.8K shares-0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS35.6K shares2.41%2026-03-312026-05-08

VCRB VANGUARD MALVERN FDS176.5K shares6.37%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST273.6K shares-0.51%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS255.5K shares3.77%2026-03-312026-05-08

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VOT VANGUARD INDEX FDS38.7K shares3.66%2026-03-312026-05-08

IQLT ISHARES TR203.6K shares1.70%2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS77.2K shares1.84%2026-03-312026-05-08

DFIS DIMENSIONAL ETF TRUST199.1K shares-0.40%2026-03-312026-05-08

CGW INVESCO EXCH TRADED FD TR II101.1K shares-1.20%2026-03-312026-05-08

AAPL APPLE INC25.1K shares1.93%2026-03-312026-05-08

MSFT MICROSOFT CORP16.3K shares-0.88%2026-03-312026-05-08

BSCW INVESCO EXCH TRD SLF IDX FD290.7K shares5.91%2026-03-312026-05-08

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD361.7K shares5.61%2026-03-312026-05-08

BSCU INVESCO EXCH TRD SLF IDX FD354.2K shares7.11%2026-03-312026-05-08

BSCT INVESCO EXCH TRD SLF IDX FD311.1K shares6.24%2026-03-312026-05-08

BSCX INVESCO EXCH TRD SLF IDX FD265.9K shares6.24%2026-03-312026-05-08

BSCY INVESCO EXCH TRD SLF IDX FD269.2K shares9.89%2026-03-312026-05-08

SMLF ISHARES TR71.7K shares-3.30%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST98.0K shares0.73%2026-03-312026-05-08

IBCA ISHARES TR186.0K shares29.82%2026-03-312026-05-08

Sponsored

VGK VANGUARD INTL EQUITY INDEX F53.7K shares-0.04%2026-03-312026-05-08

LRGF ISHARES TR66.5K shares-1.02%2026-03-312026-05-08

DFSU DIMENSIONAL ETF TRUST97.6K shares2.45%2026-03-312026-05-08

DFSI DIMENSIONAL ETF TRUST92.9K shares-3.27%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.0K shares-0.07%2026-03-312026-05-08

NVDA NVIDIA CORPORATION20.7K shares1.72%2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-08

XOM EXXON MOBIL CORP21.0K shares-0.70%2026-03-312026-05-08

Sponsored

DGS WISDOMTREE TR58.0K shares3.40%2026-03-312026-05-08

SCHR SCHWAB STRATEGIC TR131.1K shares-0.69%2026-03-312026-05-08

VPL VANGUARD INTL EQUITY INDEX F32.2K shares-1.55%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR37.9K shares7.81%2026-03-312026-05-08

USFR WISDOMTREE TR59.8K shares-12.11%2026-03-312026-05-08

BSCR INVESCO EXCH TRD SLF IDX FD152.8K shares7.91%2026-03-312026-05-08

BSCS INVESCO EXCH TRD SLF IDX FD145.2K shares7.65%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO9.9K shares2.03%2026-03-312026-05-08

Sponsored

FNDA SCHWAB STRATEGIC TR88.6K shares-0.34%2026-03-312026-05-08

BSCQ INVESCO EXCH TRD SLF IDX FD147.0K shares6.80%2026-03-312026-05-08

IBIE ISHARES TR108.9K shares3.61%2026-03-312026-05-08

IBID ISHARES TR108.7K shares2.54%2026-03-312026-05-08

IBIC ISHARES TR102.7K shares-1.34%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.9K shares1.10%2026-03-312026-05-08

IBDS ISHARES TR102.8K shares11.96%2026-03-312026-05-08

IAGG ISHARES TR48.1K shares7.80%2026-03-312026-05-08

Sponsored

JNJ JOHNSON & JOHNSON9.8K shares-0.08%2026-03-312026-05-08

GMF SPDR INDEX SHS FDS16.3K shares-0.68%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE7.2K shares23.72%2026-03-312026-05-08

ESGV VANGUARD WORLD FD17.4K shares-0.20%2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.6K shares1.48%2026-03-312026-05-08

ESML ISHARES TR38.4K shares-0.27%2026-03-312026-05-08

BROADCOM INC BROADCOM INC5.5K shares-0.45%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST26.3K shares1.86%2026-03-312026-05-08

Sponsored

VO VANGUARD INDEX FDS5.4K shares-0.64%2026-03-312026-05-08

AMZN AMAZON COM INC7.4K shares3.34%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR53.9K shares-0.50%2026-03-312026-05-08

HD HOME DEPOT INC4.5K shares3.94%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.3K shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC1.7K shares19.53%2026-03-312026-05-08

NULV NUSHARES ETF TR32.1K shares18.74%2026-03-312026-05-08

EW EDWARDS LIFESCIENCES CORP18.0K shares-0.52%2026-03-312026-05-08

Sponsored

SUSA ISHARES TR10.8K shares-7.04%2026-03-312026-05-08

CAT CATERPILLAR INC2.0K shares0.10%2026-03-312026-05-08

SYK STRYKER CORPORATION4.2K shares1.58%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC4.1K shares-2.24%2026-03-312026-05-08

DLS WISDOMTREE TR16.8K shares-1.44%2026-03-312026-05-08

CSCO CISCO SYS INC16.9K shares-0.43%2026-03-312026-05-08

IWF ISHARES TR3.0K shares8.32%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS5.3K shares2.95%2026-03-312026-05-08

Sponsored

LLY ELI LILLY & CO1.4K shares0.51%2026-03-312026-05-08

VSGX VANGUARD WORLD FD17.7K shares-4.41%2026-03-312026-05-08

PG PROCTER & GAMBLE CO8.3K shares5.44%2026-03-312026-05-08

DFSE DIMENSIONAL ETF TRUST27.3K shares15.15%2026-03-312026-05-08

CVX CHEVRON CORPORATION5.2K shares5.11%2026-03-312026-05-08

ORCL ORACLE CORP7.1K shares5.32%2026-03-312026-05-08

ABBV ABBVIE INC4.8K shares0.02%2026-03-312026-05-08

PFE PFIZER INC35.6K shares-1.68%2026-03-312026-05-08

Sponsored

BAC BANK AMERICA CORP19.9K shares0.60%2026-03-312026-05-08

AGG ISHARES TR9.4K shares0.52%2026-03-312026-05-08

RTX RTX CORPORATION4.8K shares0.74%2026-03-312026-05-08

WMT WALMART INC7.4K shares0.00%2026-03-312026-05-08

IVV ISHARES TR1.4K shares-12.97%2026-03-312026-05-08

PEP PEPSICO INC5.7K shares0.12%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR1.5K shares1.44%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS2.6K shares-0.90%2026-03-312026-05-08

NUSC NUSHARES ETF TR18.6K shares-17.37%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR5.2K shares0.00%2026-03-312026-05-08

MS MORGAN STANLEY5.1K shares-0.86%2026-03-312026-05-08

MGV VANGUARD WORLD FD5.6K shares18.62%2026-03-312026-05-08

IBDY ISHARES TR31.3K shares0.97%2026-03-312026-05-08

V VISA INC2.6K shares2.80%2026-03-312026-05-08

Sponsored

KO COCA COLA CO10.2K shares-0.32%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC6.4K shares1.67%2026-03-312026-05-08

NUMV NUSHARES ETF TR19.6K shares1.34%2026-03-312026-05-08

GRID FIRST TR EXCHANGE-TRADED FD4.6K sharesnew addition2026-03-312026-05-08

DXJ WISDOMTREE TR4.7K shares0.00%2026-03-312026-05-08

QDF FLEXSHARES TR8.7K shares-2.25%2026-03-312026-05-08

AMAT APPLIED MATLS INC2.0K shares0.51%2026-03-312026-05-08

BSMU INVESCO EXCH TRD SLF IDX FD30.1K shares3.46%2026-03-312026-05-08

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD27.5K shares4.45%2026-03-312026-05-08

ESGD ISHARES TR6.7K shares0.00%2026-03-312026-05-08

FNDC SCHWAB STRATEGIC TR13.7K shares-0.33%2026-03-312026-05-08

IMCG ISHARES TR8.0K shares6.42%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC4.7K shares0.00%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC5.0K shares0.22%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares0.45%2026-03-312026-05-08

MCD MCDONALDS CORP1.9K shares-1.97%2026-03-312026-05-08

Sponsored

JVAL J P MORGAN EXCHANGE TRADED F12.1K shares-13.75%2026-03-312026-05-08

BSMT INVESCO EXCH TRD SLF IDX FD25.6K shares2.43%2026-03-312026-05-08

GLW CORNING INC4.3K shares3.80%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR4.3K shares0.00%2026-03-312026-05-08

BSMY INVESCO EXCH TRD SLF IDX FD23.4K shares0.97%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-0.66%2026-03-312026-05-08

META META PLATFORMS INC988 shares4.44%2026-03-312026-05-08

CAH CARDINAL HEALTH INC2.6K shares0.23%2026-03-312026-05-08

Sponsored

BSMW INVESCO EXCH TRD SLF IDX FD22.3K shares1.38%2026-03-312026-05-08

BSMR INVESCO EXCH TRD SLF IDX FD23.2K shares2.99%2026-03-312026-05-08

DIS DISNEY WALT CO5.6K shares-9.67%2026-03-312026-05-08

MMM 3M CO3.6K shares1.06%2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC3.2K shares-2.93%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP5.5K shares0.35%2026-03-312026-05-08

LOW LOWES COS INC2.1K shares1.76%2026-03-312026-05-08

AMGN AMGEN INC1.4K shares3.25%2026-03-312026-05-08

Sponsored

BSMV INVESCO EXCH TRD SLF IDX FD23.7K shares6.20%2026-03-312026-05-08

MCO MOODYS CORP1.1K shares-4.23%2026-03-312026-05-08

BSSX INVESCO EXCH TRD SLF IDX FD19.4K shares2.15%2026-03-312026-05-08

ESGE ISHARES INC10.7K shares-2.25%2026-03-312026-05-08

DSI ISHARES TR4.0K shares0.00%2026-03-312026-05-08

NVS NOVARTIS AG3.1K shares-0.67%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.9K shares2.11%2026-03-312026-05-08

ABT ABBOTT LABORATORIES4.5K shares-0.09%2026-03-312026-05-08

Sponsored

CVS CVS HEALTH CORP6.2K shares0.16%2026-03-312026-05-08

FNDF SCHWAB STRATEGIC TR9.0K shares-0.72%2026-03-312026-05-08

RSPT INVESCO EXCHANGE TRADED FD T9.7K shares0.00%2026-03-312026-05-08

IDXX IDEXX LABS INC776 shares0.39%2026-03-312026-05-08

IBDX ISHARES TR17.2K shares3.33%2026-03-312026-05-08

TD TORONTO DOMINION BK ONT4.6K shares-0.22%2026-03-312026-05-08

BSMQ INVESCO EXCH TRD SLF IDX FD17.8K shares2.06%2026-03-312026-05-08

GM GENERAL MTRS CO5.5K shares-0.16%2026-03-312026-05-08

Sponsored

UNP UNION PAC CORP1.7K shares-0.70%2026-03-312026-05-08

NUEM NUSHARES ETF TR11.2K shares0.00%2026-03-312026-05-08

FI FISERV INC7.3K shares-0.64%2026-03-312026-05-08

MFG MIZUHO FINANCIAL GROUP INC50.6K shares0.03%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC959 shares13.36%2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-03-312026-05-08

DE DEERE & CO695 shares0.87%2026-03-312026-05-08

MTB M & T BK CORP1.9K shares0.00%2026-03-312026-05-08

Sponsored

TSLA TESLA INC1.0K shares2.95%2026-03-312026-05-08

DGRO ISHARES TR5.3K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION370 shares5.41%2026-03-312026-05-08

NFLX NETFLIX INC.3.7K shares4.83%2026-03-312026-05-08

WDC WESTERN DIGITAL CORP1.3K shares2.57%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC418 shares1.70%2026-03-312026-05-08

T AT&T INC12.2K shares7.00%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC6.9K shares9.74%2026-03-312026-05-08

Sponsored

CRM SALESFORCE INC1.8K shares-13.71%2026-03-312026-05-08

IBDW ISHARES TR16.3K shares5.68%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC5.7K shares22.78%2026-03-312026-05-08

COP CONOCOPHILLIPS2.5K shares0.32%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP945 shares0.00%2026-03-312026-05-08

SHEL SHELL PLC3.5K shares0.03%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR12.8K shares25.80%2026-03-312026-05-08

Sponsored

ED CONSOLIDATED EDISON INC2.8K shares1.02%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP1.1K shares24.25%2026-03-312026-05-08

SLB SLB LIMITED5.9K shares0.24%2026-03-312026-05-08

IJH ISHARES TR4.4K shares15.58%2026-03-312026-05-08

STN STANTEC INC3.5K shares-0.66%2026-03-312026-05-08

CEF SPROTT ASSET MANAGEMENT LP6.1K shares-4.59%2026-03-312026-05-08

VXUS VANGUARD STAR FDS3.7K shares3.45%2026-03-312026-05-08

MCK MCKESSON CORP333 shares2.78%2026-03-312026-05-08

Sponsored

SONY SONY GROUP CORP13.7K shares0.63%2026-03-312026-05-08

SAP SAP SE1.6K shares-0.31%2026-03-312026-05-08

MA MASTERCARD INCORPORATED553 shares0.55%2026-03-312026-05-08

AVY AVERY DENNISON CORP1.6K shares0.00%2026-03-312026-05-08

DGX QUEST DIAGNOSTICS INC1.4K shares0.00%2026-03-312026-05-08

YUM YUM BRANDS INC1.8K shares-2.76%2026-03-312026-05-08

UNILEVER PLC UNILEVER PLC4.7K shares-3.00%2026-03-312026-05-08

LNT ALLIANT ENERGY CORP3.7K shares0.24%2026-03-312026-05-08

Sponsored

IBDU ISHARES TR11.5K shares2.78%2026-03-312026-05-08

SNDK SANDISK CORP416 shares-0.72%2026-03-312026-05-08

BN BROOKFIELD CORP6.5K shares0.00%2026-03-312026-05-08

ASML ASML HLDG NV200 shares4.71%2026-03-312026-05-08

EWX SPDR INDEX SHS FDS3.9K shares-35.01%2026-03-312026-05-08

OTIS OTIS WORLDWIDE CORP3.3K shares-4.62%2026-03-312026-05-08

PSX PHILLIPS 661.4K shares2.22%2026-03-312026-05-08

IBDV ISHARES TR11.5K shares2.18%2026-03-312026-05-08

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.1K shares2.46%2026-03-312026-05-08

QCOM QUALCOMM INC1.9K shares-3.12%2026-03-312026-05-08

BAX BAXTER INTL INC14.6K shares0.00%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR5.0K shares-17.96%2026-03-312026-05-08

IWD ISHARES TR1.1K shares0.00%2026-03-312026-05-08

FSLR FIRST SOLAR INC1.2K shares-1.61%2026-03-312026-05-08

EEMA ISHARES INC2.5K shares0.00%2026-03-312026-05-08

ES EVERSOURCE ENERGY3.5K shares-1.23%2026-03-312026-05-08

Sponsored

ITW ILLINOIS TOOL WKS INC917 shares9.04%2026-03-312026-05-08

EMR EMERSON ELEC CO1.8K shares0.89%2026-03-312026-05-08

AVSE AMERICAN CENTY ETF TR3.6K shares0.00%2026-03-312026-05-08

GSK PLC GSK PLC4.2K shares-1.03%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-03-312026-05-08

IWO ISHARES TR719 shares0.00%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K shares0.00%2026-03-312026-05-08

AVSD AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-05-08

Sponsored

CL COLGATE PALMOLIVE CO2.6K shares2.19%2026-03-312026-05-08

ECL ECOLAB INC831 shares8.77%2026-03-312026-05-08

HSBC HSBC HLDGS PLC2.7K shares0.42%2026-03-312026-05-08

BA BOEING CO1.1K shares1.77%2026-03-312026-05-08

AFL AFLAC INC2.0K shares0.00%2026-03-312026-05-08

BNS BANK NOVA SCOTIA B C3.1K shares2.63%2026-03-312026-05-08

IBDZ ISHARES TR8.1K shares7.62%2026-03-312026-05-08

HON HONEYWELL INTL INC934 shares-0.11%2026-03-312026-05-08

Sponsored

HEDJ WISDOMTREE TR4.0K shares0.00%2026-03-312026-05-08

XPO XPO INC1.1K shares0.00%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-3.29%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC770 shares-3.27%2026-03-312026-05-08

EZU ISHARES INC3.3K shares-2.78%2026-03-312026-05-08

ADI ANALOG DEVICES INC644 shares2.55%2026-03-312026-05-08

PICB INVESCO EXCH TRADED FD TR II8.7K shares1.04%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-08

Sponsored

IPAC ISHARES TR2.5K shares-0.78%2026-03-312026-05-08

VRSN VERISIGN INC777 shares-1.15%2026-03-312026-05-08

IVW ISHARES TR1.7K shares10.94%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC555 shares0.73%2026-03-312026-05-08

NEE NEXTERA ENERGY INC2.1K shares8.06%2026-03-312026-05-08

DAL DELTA AIR LINES INC2.9K shares0.49%2026-03-312026-05-08

RY ROYAL BK CDA1.2K shares0.26%2026-03-312026-05-08

XYL XYLEM INC1.6K shares-5.31%2026-03-312026-05-08

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LYG LLOYDS BANKING GROUP PLC35.4K shares-0.54%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO582 shares4.30%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC1.5K shares-0.59%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F3.2K shares4.40%2026-03-312026-05-08

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ASTRAZENECA PLC ASTRAZENECA PLC865 sharesnew addition2026-03-312026-05-08

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IWN ISHARES TR880 shares0.00%2026-03-312026-05-08

INTC INTEL CORP3.7K shares0.54%2026-03-312026-05-08

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IWV ISHARES TR443 shares0.00%2026-03-312026-05-08

MID AMERICAN CENTY ETF TR2.7K shares0.00%2026-03-312026-05-08

PZA INVESCO EXCH TRADED FD TR II7.1K shares0.00%2026-03-312026-05-08

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BK BANK NEW YORK MELLON CORP1.4K shares3.88%2026-03-312026-05-08

AON PLC AON PLC500 shares0.00%2026-03-312026-05-08

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XLE SELECT SECTOR SPDR TR2.6K shares2.60%2026-03-312026-05-08

WFC WELLS FARGO & CO2.0K shares10.88%2026-03-312026-05-08

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TMO THERMO FISHER SCIENTIFIC INC314 shares2.28%2026-03-312026-05-08

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FCX FREEPORT MCMORAN INC2.5K shares0.00%2026-03-312026-05-08

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RRX REGAL REXNORD CORPORATION754 shares-2.33%2026-03-312026-05-08

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BTI BRITISH AMERN TOB PLC2.1K shares0.24%2026-03-312026-05-08

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OMC OMNICOM GROUP INC1.6K shares-12.56%2026-03-312026-05-08

STLD STEEL DYNAMICS INC648 shares1.57%2026-03-312026-05-08

UNM UNUM GROUP1.6K shares-1.18%2026-03-312026-05-08

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XJH ISHARES TR700 shares0.00%2026-03-312026-05-08

CRH PLC CRH PLC298 shares7.58%2026-03-312026-05-08

WTRG ESSENTIAL UTILS INC771 shares0.00%2026-03-312026-05-08

BCS BARCLAYS PLC1.5K shares0.00%2026-03-312026-05-08

VGT VANGUARD WORLD FD44 shares-39.73%2026-03-312026-05-08

LAMR LAMAR ADVERTISING CO240 shares0.00%2026-03-312026-05-08

SGOV ISHARES TR300 sharesnew addition2026-03-312026-05-08

Sponsored

ACM AECOM353 shares-11.53%2026-03-312026-05-08

GNTX GENTEX CORP1.4K shares-1.15%2026-03-312026-05-08

CHD CHURCH & DWIGHT CO INC320 shares3.90%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC64 shares-15.79%2026-03-312026-05-08

VTIP

VANGUARD MALVERN FDS

6.51%

Shares432.1K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

1.40%

Shares97.7K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

5.51%

Shares339.4K

Event2026-03-31

Filed2026-05-08

VLUE

ISHARES TR

-0.00%

Shares114.8K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

2.41%

Shares35.6K

Event2026-03-31

Filed2026-05-08

VCRB

VANGUARD MALVERN FDS

6.37%

Shares176.5K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

-0.51%

Shares273.6K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

3.77%

Shares255.5K

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD INDEX FDS

3.66%

Shares38.7K

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

1.70%

Shares203.6K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

1.84%

Shares77.2K

Event2026-03-31

Filed2026-05-08

DFIS

DIMENSIONAL ETF TRUST

-0.40%

Shares199.1K

Event2026-03-31

Filed2026-05-08

CGW

INVESCO EXCH TRADED FD TR II

-1.20%

Shares101.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

1.93%

Shares25.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-0.88%

Shares16.3K

Event2026-03-31

Filed2026-05-08

BSCW

INVESCO EXCH TRD SLF IDX FD

5.91%

Shares290.7K

Event2026-03-31

Filed2026-05-08

BSCV

INVESCO EXCH TRD SLF IDX FD

5.61%

Shares361.7K

Event2026-03-31

Filed2026-05-08

BSCU

INVESCO EXCH TRD SLF IDX FD

7.11%

Shares354.2K

Event2026-03-31

Filed2026-05-08

BSCT

INVESCO EXCH TRD SLF IDX FD

6.24%

Shares311.1K

Event2026-03-31

Filed2026-05-08

BSCX

INVESCO EXCH TRD SLF IDX FD

6.24%

Shares265.9K

Event2026-03-31

Filed2026-05-08

BSCY

INVESCO EXCH TRD SLF IDX FD

9.89%

Shares269.2K

Event2026-03-31

Filed2026-05-08

SMLF

ISHARES TR

-3.30%

Shares71.7K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

0.73%

Shares98.0K

Event2026-03-31

Filed2026-05-08

IBCA

ISHARES TR

29.82%

Shares186.0K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares53.7K

Event2026-03-31

Filed2026-05-08

LRGF

ISHARES TR

-1.02%

Shares66.5K

Event2026-03-31

Filed2026-05-08

DFSU

DIMENSIONAL ETF TRUST

2.45%

Shares97.6K

Event2026-03-31

Filed2026-05-08

DFSI

DIMENSIONAL ETF TRUST

-3.27%

Shares92.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-0.07%

Shares8.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.72%

Shares20.7K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.70%

Shares21.0K

Event2026-03-31

Filed2026-05-08

DGS

WISDOMTREE TR

3.40%

Shares58.0K

Event2026-03-31

Filed2026-05-08

SCHR

SCHWAB STRATEGIC TR

-0.69%

Shares131.1K

Event2026-03-31

Filed2026-05-08

VPL

VANGUARD INTL EQUITY INDEX F

-1.55%

Shares32.2K

Event2026-03-31

Filed2026-05-08

XLP

SELECT SECTOR SPDR TR

7.81%

Shares37.9K

Event2026-03-31

Filed2026-05-08

USFR

WISDOMTREE TR

-12.11%

Shares59.8K

Event2026-03-31

Filed2026-05-08

BSCR

INVESCO EXCH TRD SLF IDX FD

7.91%

Shares152.8K

Event2026-03-31

Filed2026-05-08

BSCS

INVESCO EXCH TRD SLF IDX FD

7.65%

Shares145.2K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

2.03%

Shares9.9K

Event2026-03-31

Filed2026-05-08

FNDA

SCHWAB STRATEGIC TR

-0.34%

Shares88.6K

Event2026-03-31

Filed2026-05-08

BSCQ

INVESCO EXCH TRD SLF IDX FD

6.80%

Shares147.0K

Event2026-03-31

Filed2026-05-08

IBIE

ISHARES TR

3.61%

Shares108.9K

Event2026-03-31

Filed2026-05-08

IBID

ISHARES TR

2.54%

Shares108.7K

Event2026-03-31

Filed2026-05-08

IBIC

ISHARES TR

-1.34%

Shares102.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

1.10%

Shares8.9K

Event2026-03-31

Filed2026-05-08

IBDS

ISHARES TR

11.96%

Shares102.8K

Event2026-03-31

Filed2026-05-08

IAGG

ISHARES TR

7.80%

Shares48.1K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-0.08%

Shares9.8K

Event2026-03-31

Filed2026-05-08

GMF

SPDR INDEX SHS FDS

-0.68%

Shares16.3K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

23.72%

Shares7.2K

Event2026-03-31

Filed2026-05-08

ESGV

VANGUARD WORLD FD

-0.20%

Shares17.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

1.48%

Shares6.6K

Event2026-03-31

Filed2026-05-08

ESML

ISHARES TR

-0.27%

Shares38.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-0.45%

Shares5.5K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

1.86%

Shares26.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-0.64%

Shares5.4K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

3.34%

Shares7.4K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

-0.50%

Shares53.9K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

3.94%

Shares4.5K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.00%

Shares31.3K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

19.53%

Shares1.7K

Event2026-03-31

Filed2026-05-08

NULV

NUSHARES ETF TR

18.74%

Shares32.1K

Event2026-03-31

Filed2026-05-08

EDWARDS LIFESCIENCES CORP

-0.52%

Shares18.0K

Event2026-03-31

Filed2026-05-08

SUSA

ISHARES TR

-7.04%

Shares10.8K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

1.58%

Shares4.2K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.24%

Shares4.1K

Event2026-03-31

Filed2026-05-08

DLS

WISDOMTREE TR

-1.44%

Shares16.8K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-0.43%

Shares16.9K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

8.32%

Shares3.0K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

2.95%

Shares5.3K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

0.51%

Shares1.4K

Event2026-03-31

Filed2026-05-08

VSGX

VANGUARD WORLD FD

-4.41%

Shares17.7K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

5.44%

Shares8.3K

Event2026-03-31

Filed2026-05-08

DFSE

DIMENSIONAL ETF TRUST

15.15%

Shares27.3K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

5.11%

Shares5.2K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

5.32%

Shares7.1K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.02%

Shares4.8K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

-1.68%

Shares35.6K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

0.60%

Shares19.9K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

0.52%

Shares9.4K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

0.74%

Shares4.8K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-12.97%

Shares1.4K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

0.12%

Shares5.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

1.44%

Shares1.5K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-0.90%

Shares2.6K

Event2026-03-31

Filed2026-05-08

NUSC

NUSHARES ETF TR

-17.37%

Shares18.6K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

-0.86%

Shares5.1K

Event2026-03-31

Filed2026-05-08

MGV

VANGUARD WORLD FD

18.62%

Shares5.6K

Event2026-03-31

Filed2026-05-08

IBDY

ISHARES TR

0.97%

Shares31.3K

Event2026-03-31

Filed2026-05-08

VISA INC

2.80%

Shares2.6K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-0.32%

Shares10.2K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

1.67%

Shares6.4K

Event2026-03-31

Filed2026-05-08

NUMV

NUSHARES ETF TR

1.34%

Shares19.6K

Event2026-03-31

Filed2026-05-08

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares4.6K

Event2026-03-31

Filed2026-05-08

DXJ

WISDOMTREE TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

QDF

FLEXSHARES TR

-2.25%

Shares8.7K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.51%

Shares2.0K

Event2026-03-31

Filed2026-05-08

BSMU

INVESCO EXCH TRD SLF IDX FD

3.46%

Shares30.1K

Event2026-03-31

Filed2026-05-08

BSMS

INVESCO EXCH TRD SLF IDX FD

4.45%

Shares27.5K

Event2026-03-31

Filed2026-05-08

ESGD

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-08

FNDC

SCHWAB STRATEGIC TR

-0.33%

Shares13.7K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

6.42%

Shares8.0K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

0.22%

Shares5.0K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

0.45%

Shares2.9K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-1.97%

Shares1.9K

Event2026-03-31

Filed2026-05-08

JVAL

J P MORGAN EXCHANGE TRADED F

-13.75%

Shares12.1K

Event2026-03-31

Filed2026-05-08

BSMT

INVESCO EXCH TRD SLF IDX FD

2.43%

Shares25.6K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

3.80%

Shares4.3K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

BSMY

INVESCO EXCH TRD SLF IDX FD

0.97%

Shares23.4K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

-0.66%

Shares2.9K

Event2026-03-31

Filed2026-05-08