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The Analysis of Align Financial, LLC's Holdings & P&L

Currently, Align Financial, LLC holds 373 types of securities in its portfolio with a total value $175.9M. In the most recent quarter, they have increased their positions in STIP (+3.0K shares, valued at $315.2K), BYLD (+1.1K shares, valued at $25.4K), ANET (+15 shares, valued at $1.8K); decreased their positions in AVUS (-35.7M shares, valued at $4.0B), VTV (-11.1M shares, valued at $2.2B), VTI (-6.3M shares, valued at $2.0B); initiated new positions in STIP (+3.0K shares, valued at $315.2K), BYLD (+1.1K shares, valued at $25.4K), ANET (+15 shares, valued at $1.8K).

1M P&L

+2.7M+1.42%

3M P&L

+5.9M+3.12%

HY P&L

+5.9M+3.11%

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/A157.3M

89.4%

2Consumer Electronics3.5M

2.0%

3Internet Content & Information2.1M

1.2%

Top Industries by Stock Count

1N/A145 stocks

38.9%

2Software - Application13 stocks

3.5%

3Software - Infrastructure10 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AVANTIS U.S. EQUITY ETF333.3K shares-99.07%2026-03-312026-05-08

AVDE AVANTIS INTERNATIONAL EQUITY ETF170.2K shares-98.75%2026-03-312026-05-08

FBCG FIDELITY BLUE CHIP GROWTH ETF280.1K shares-98.18%2026-03-312026-05-08

AVIG AVANTIS CORE FIXED INCOME ETF331.1K shares-97.45%2026-03-312026-05-08

VTV VANGUARD VALUE ETF56.4K shares-99.49%2026-03-312026-05-08

AVEM AVANTIS EMERGING MARKETS EQUITY ETF93.2K shares-98.64%2026-03-312026-05-08

VTI VANGUARD TOTAL STOCK MARKET ETF19.5K shares-99.69%2026-03-312026-05-08

VB VANGUARD SMALL-CAP ETF17.9K shares-99.35%2026-03-312026-05-08

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AVGE AVANTIS ALL EQUITY MARKETS ETF44.5K shares-98.85%2026-03-312026-05-08

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF76.8K shares-97.31%2026-03-312026-05-08

AAPL APPLE INC COM13.7K shares-99.64%2026-03-312026-05-08

FBND FIDELITY TOTAL BOND ETF63.8K shares-97.93%2026-03-312026-05-08

BND VANGUARD TOTAL BOND MARKET ETF38.4K shares-98.15%2026-03-312026-05-08

AVMU AVANTIS CORE MUNICIPAL FIXED INCOME ETF60.0K shares-97.78%2026-03-312026-05-08

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF31.0K shares-98.63%2026-03-312026-05-08

VTEB VANGUARD TAX-EXEMPT BOND ETF38.2K shares-98.01%2026-03-312026-05-08

Sponsored

VOO VANGUARD S&P 500 ETF3.1K shares-99.84%2026-03-312026-05-08

NVDA NVIDIA CORPORATION COM10.2K shares-99.46%2026-03-312026-05-08

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF45.6K shares-97.48%2026-03-312026-05-08

VEA VANGUARD FTSE DEVELOPED MARKETS ETF25.1K shares-98.44%2026-03-312026-05-08

AMZN AMAZON COM INC COM7.3K shares-99.57%2026-03-312026-05-08

QQQ INVESCO QQQ TRUST SERIES I2.1K shares-99.84%2026-03-312026-05-08

SPY STATE STREET SPDR S&P 500 ETF1.8K shares-99.85%2026-03-312026-05-08

IVV ISHARES CORE S&P 500 ETF1.6K shares-99.85%2026-03-312026-05-08

Sponsored

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF11.3K shares-98.90%2026-03-312026-05-08

GOOGL ALPHABET INC CAP STK CL A3.4K shares-99.70%2026-03-312026-05-08

FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF28.1K shares-97.08%2026-03-312026-05-08

IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF25.0K shares-95.59%2026-03-312026-05-08

V VISA INC COM CL A2.9K shares-99.71%2026-03-312026-05-08

VUG VANGUARD GROWTH ETF1.8K shares-99.80%2026-03-312026-05-08

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4.9K shares-99.33%2026-03-312026-05-08

XOM EXXON MOBIL CORP COM3.9K shares-99.34%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC CL A1.1K shares-99.85%2026-03-312026-05-08

MSFT MICROSOFT CORP COM1.5K shares-99.80%2026-03-312026-05-08

VXF Vanguard Extended Market ETF2.6K shares-99.52%2026-03-312026-05-08

VWO VANGUARD FTSE EMERGING MARKETS ETF9.5K shares-98.21%2026-03-312026-05-08

VBR VANGUARD SMALL CAP VALUE ETF2.2K shares-99.53%2026-03-312026-05-08

IWX ISHARES RUSSELL TOP 200 VALUE ETF5.0K shares-98.83%2026-03-312026-05-08

PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF6.5K shares-98.25%2026-03-312026-05-08

GOOG ALPHABET INC CAP STK CL C1.6K shares-99.68%2026-03-312026-05-08

Sponsored

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF5.2K shares-98.08%2026-03-312026-05-08

IWF ISHARES RUSSELL 1000 GROWTH ETF996 shares-99.79%2026-03-312026-05-08

IVW ISHARES S&P 500 GROWTH ETF3.2K shares-99.19%2026-03-312026-05-08

SCHB SCHWAB U.S. BROAD MARKET ETF14.0K shares-96.19%2026-03-312026-05-08

IWD ISHARES RUSSELL 1000 VALUE ETF1.6K shares-99.52%2026-03-312026-05-08

SMMD ISHARES RUSSELL 2500 ETF4.4K shares-95.04%2026-03-312026-05-08

JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF4.9K shares-97.70%2026-03-312026-05-08

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND3.6K shares-98.86%2026-03-312026-05-08

Sponsored

LLY ELI LILLY & CO COM343 shares-99.91%2026-03-312026-05-08

STIP ISHARES 0-5 YEAR TIPS BOND ETF3.0K sharesnew addition2026-03-312026-05-08

DVY ISHARES SELECT DIVIDEND ETF2.0K shares-99.29%2026-03-312026-05-08

VBK VANGUARD SMALL-CAP GROWTH ETF956 shares-99.67%2026-03-312026-05-08

FMAO FARMERS & MERCHANTS BANCORP IN COM11.2K shares-95.95%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION COM276 shares-99.88%2026-03-312026-05-08

IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.0K shares-99.27%2026-03-312026-05-08

IEFA ISHARES CORE MSCI EAFE ETF2.9K shares-98.88%2026-03-312026-05-08

Sponsored

TSLA TESLA INC COM685 shares-99.74%2026-03-312026-05-08

WMT WALMART INC COM2.0K shares-99.10%2026-03-312026-05-08

DNP DNP SELECT INCOME FD INC COM23.6K shares-89.99%2026-03-312026-05-08

PTLC PACER TRENDPILOT US LARGE CAP ETF4.6K shares-98.20%2026-03-312026-05-08

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND3.1K shares-98.64%2026-03-312026-05-08

IWS ISHARES RUSSELL MID-CAP VALUE ETF1.6K shares-99.29%2026-03-312026-05-08

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF5.0K shares-97.75%2026-03-312026-05-08

IWM ISHARES RUSSELL 2000 ETF909 shares-99.59%2026-03-312026-05-08

Sponsored

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF2.9K shares-98.31%2026-03-312026-05-08

HD HOME DEPOT INC COM682 shares-99.71%2026-03-312026-05-08

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND4.1K shares-97.82%2026-03-312026-05-08

PG PROCTER & GAMBLE CO COM1.5K shares-99.30%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON COM892 shares-99.52%2026-03-312026-05-08

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF3.3K shares-98.32%2026-03-312026-05-08

EZM WISDOMTREE U.S. MIDCAP FUND3.1K shares-98.50%2026-03-312026-05-08

IJJ ISHARES S&P MID-CAP 400 VALUE ETF1.5K shares-99.24%2026-03-312026-05-08

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF292 shares-99.87%2026-03-312026-05-08

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST437 shares-99.79%2026-03-312026-05-08

IJR ISHARES CORE S&P SMALL CAP ETF1.6K shares-99.17%2026-03-312026-05-08

PEBO PEOPLES BANCORP INC COM5.9K shares-96.67%2026-03-312026-05-08

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.4K shares-99.47%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO COM634 shares-99.70%2026-03-312026-05-08

IUSG ISHARES CORE S&P U.S. GROWTH ETF1.2K shares-99.41%2026-03-312026-05-08

IWV ISHARES RUSSELL 3000 ETF465 shares-99.74%2026-03-312026-05-08

Sponsored

VT VANGUARD TOTAL WORLD STOCK ETF1.2K shares-99.29%2026-03-312026-05-08

ALNY ALNYLAM PHARMACEUTICALS INC COM500 shares-99.75%2026-03-312026-05-08

WEC WEC ENERGY GROUP INC COM1.4K shares-99.05%2026-03-312026-05-08

VO VANGUARD MID-CAP ETF560 shares-99.68%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC COM10.2K shares-94.24%2026-03-312026-05-08

ONOF GLOBAL X ADAPTIVE U.S. RISK MANAGEMENT ETF4.3K shares-97.34%2026-03-312026-05-08

SOR SOURCE CAPITAL COM SHS OF BEN I3.3K shares-97.81%2026-03-312026-05-08

T AT&T INC COM5.3K shares-95.97%2026-03-312026-05-08

Sponsored

EFA ISHARES MSCI EAFE ETF1.5K shares-98.96%2026-03-312026-05-08

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST238 shares-99.83%2026-03-312026-05-08

VIG VANGUARD DIVIDEND APPRECIATION ETF630 shares-99.54%2026-03-312026-05-08

LOW LOWES COS INC COM567 shares-99.59%2026-03-312026-05-08

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF900 shares-99.30%2026-03-312026-05-08

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF893 shares-99.52%2026-03-312026-05-08

GSK GSK PLC SPONSORED ADR2.3K shares-97.96%2026-03-312026-05-08

CHKP CHECK POINT SOFTWARE TECH LTD ORD900 shares-99.46%2026-03-312026-05-08

Sponsored

DFAS DIMENSIONAL U.S. SMALL CAP ETF1.8K shares-98.57%2026-03-312026-05-08

PAYC PAYCOM SOFTWARE INC COM1.0K shares-99.37%2026-03-312026-05-08

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW256 shares-99.86%2026-03-312026-05-08

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF4.8K shares-96.06%2026-03-312026-05-08

IVE ISHARES S&P 500 VALUE ETF550 shares-99.53%2026-03-312026-05-08

VOOG VANGUARD S&P 500 GROWTH ETF283 shares-99.78%2026-03-312026-05-08

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF1.4K shares-98.75%2026-03-312026-05-08

IWR ISHARES RUSSELL MIDCAP ETF1.1K shares-98.96%2026-03-312026-05-08

Sponsored

IYW ISHARES U.S. TECHNOLOGY ETF600 shares-99.50%2026-03-312026-05-08

MS MORGAN STANLEY COM NEW649 shares-99.44%2026-03-312026-05-08

DE DEERE & CO COM187 shares-99.79%2026-03-312026-05-08

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF4.3K shares-95.87%2026-03-312026-05-08

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF2.4K shares-97.47%2026-03-312026-05-08

VOOV VANGUARD S&P 500 VALUE ETF498 shares-99.51%2026-03-312026-05-08

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF904 shares-99.15%2026-03-312026-05-08

MGK VANGUARD MEGA CAP GROWTH ETF270 shares-99.83%2026-03-312026-05-08

Sponsored

SCHF SCHWAB INTERNATIONAL EQUITY ETF4.0K shares-95.84%2026-03-312026-05-08

LRCX LAM RESEARCH CORP COM NEW460 shares-99.42%2026-03-312026-05-08

ACN ACCENTURE PLC IRELAND SHS CLASS A487 shares-99.63%2026-03-312026-05-08

VGSH VANGUARD SHORT-TERM TREASURY ETF1.6K shares-98.30%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC COM570 shares-99.45%2026-03-312026-05-08

WM WASTE MGMT INC DEL COM392 shares-99.54%2026-03-312026-05-08

VOT VANGUARD MID-CAP GROWTH ETF346 shares-99.64%2026-03-312026-05-08

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF3.6K shares-95.87%2026-03-312026-05-08

Sponsored

SCHW SCHWAB CHARLES CORP COM931 shares-99.00%2026-03-312026-05-08

INTC INTEL CORP COM1.9K shares-97.29%2026-03-312026-05-08

BSV VANGUARD SHORT-TERM BOND ETF1.1K shares-98.73%2026-03-312026-05-08

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF500 shares-99.36%2026-03-312026-05-08

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF974 shares-99.05%2026-03-312026-05-08

STZ CONSTELLATION BRANDS INC CL A500 shares-99.28%2026-03-312026-05-08

SCHZ SCHWAB US AGGREGATE BOND ETF3.2K shares-95.72%2026-03-312026-05-08

MRK MERCK & CO INC COM607 shares-99.05%2026-03-312026-05-08

Sponsored

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF948 shares-98.75%2026-03-312026-05-08

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF2.1K shares-96.94%2026-03-312026-05-08

FELV FIDELITY ENHANCED LARGE CAP VALUE ETF2.0K shares-97.11%2026-03-312026-05-08

PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF2.9K shares-95.86%2026-03-312026-05-08

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF779 shares-98.88%2026-03-312026-05-08

HLN HALEON PLC SPON ADS6.8K shares-90.11%2026-03-312026-05-08

LNG CHENIERE ENERGY INC COM NEW237 shares-99.49%2026-03-312026-05-08

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF610 shares-99.65%2026-03-312026-05-08

Sponsored

CSCO CISCO SYS INC COM845 shares-98.70%2026-03-312026-05-08

IVOO VANGUARD S&P MID-CAP 400 ETF572 shares-99.11%2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V COM330 shares-99.54%2026-03-312026-05-08

ABBV ABBVIE INC COM298 shares-99.56%2026-03-312026-05-08

NEE NEXTERA ENERGY INC COM658 shares-98.75%2026-03-312026-05-08

SYK STRYKER CORPORATION COM184 shares-99.72%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L P COM1.5K shares-96.88%2026-03-312026-05-08

CVX CHEVRON CORPORATION COM271 shares-99.34%2026-03-312026-05-08

Sponsored

VFH VANGUARD FINANCIALS ETF458 shares-99.25%2026-03-312026-05-08

SOXX ISHARES SEMICONDUCTOR ETF165 shares-99.67%2026-03-312026-05-08

SBUX STARBUCKS CORP COM601 shares-98.81%2026-03-312026-05-08

PEP PEPSICO INC COM345 shares-99.30%2026-03-312026-05-08

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF360 shares-99.44%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP COM180 shares-99.65%2026-03-312026-05-08

CAH CARDINAL HEALTH INC COM244 shares-99.51%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC COM12 shares-99.98%2026-03-312026-05-08

Sponsored

QQQM INVESCO NASDAQ 100 ETF212 shares-99.60%2026-03-312026-05-08

FENY FIDELITY MSCI ENERGY INDEX ETF1.4K shares-95.96%2026-03-312026-05-08

MSCI MSCI INC COM88 shares-99.83%2026-03-312026-05-08

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF578 shares-98.71%2026-03-312026-05-08

RBC RBC BEARINGS INC COM87 shares-99.78%2026-03-312026-05-08

TJX TJX COS INC NEW COM296 shares-99.33%2026-03-312026-05-08

HON HONEYWELL INTL INC COM203 shares-99.49%2026-03-312026-05-08

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF908 shares-98.17%2026-03-312026-05-08

Sponsored

FDCF FIDELITY DISRUPTIVE COMMUNICATIONS ETF1.0K shares-97.92%2026-03-312026-05-08

VHT VANGUARD HEALTH CARE ETF155 shares-99.65%2026-03-312026-05-08

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND1.2K shares-97.00%2026-03-312026-05-08

SCZ ISHARES MSCI EAFE SMALL-CAP ETF534 shares-98.71%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC SHS100 shares-99.74%2026-03-312026-05-08

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF314 shares-99.28%2026-03-312026-05-08

SCHE SCHWAB EMERGING MARKETS EQUITY ETF1.2K shares-96.95%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC COM117 shares-99.66%2026-03-312026-05-08

Sponsored

VOE VANGUARD MID-CAP VALUE ETF218 shares-99.44%2026-03-312026-05-08

SPGI S&P GLOBAL INC COM94 shares-99.81%2026-03-312026-05-08

MCD MCDONALDS CORP COM128 shares-99.67%2026-03-312026-05-08

ORCL ORACLE CORP COM267 shares-99.49%2026-03-312026-05-08

ICE INTERCONTINENTAL EXCHANGE INC COM245 shares-99.38%2026-03-312026-05-08

CRM SALESFORCE INC COM203 shares-99.62%2026-03-312026-05-08

QCOM QUALCOMM INC COM293 shares-99.42%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP COM206 shares-99.59%2026-03-312026-05-08

Sponsored

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF777 shares-97.87%2026-03-312026-05-08

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF661 shares-98.24%2026-03-312026-05-08

KO COCA COLA CO COM477 shares-98.56%2026-03-312026-05-08

FENI FIDELITY ENHANCED INTERNATIONAL ETF960 shares-97.27%2026-03-312026-05-08

WFC WELLS FARGO & CO COM440 shares-98.93%2026-03-312026-05-08

CHD CHURCH & DWIGHT CO INC COM368 shares-98.81%2026-03-312026-05-08

COP CONOCOPHILLIPS COM259 shares-99.25%2026-03-312026-05-08

IJK ISHARES S&P MID-CAP 400 GROWTH ETF336 shares-98.97%2026-03-312026-05-08

Sponsored

VLO VALERO ENERGY CORP135 shares-99.39%2026-03-312026-05-08

UNP UNION PAC CORP COM136 shares-99.57%2026-03-312026-05-08

XBI STATE STREET SPDR S&P BIOTECH ETF253 shares-99.18%2026-03-312026-05-08

CSX CSX CORP COM777 shares-97.24%2026-03-312026-05-08

ABT ABBOTT LABORATORIES COM302 shares-99.20%2026-03-312026-05-08

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF331 shares-98.90%2026-03-312026-05-08

NVO NOVO-NORDISK A S ADR812 shares-98.03%2026-03-312026-05-08

PRI PRIMERICA INC COM119 shares-99.61%2026-03-312026-05-08

Sponsored

USB US BANCORP COM NEW567 shares-98.13%2026-03-312026-05-08

XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF90 shares-99.69%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO COM625 shares-98.00%2026-03-312026-05-08

ALGN ALIGN TECHNOLOGY INC COM165 shares-99.36%2026-03-312026-05-08

IXJ ISHARES GLOBAL HEALTHCARE ETF301 shares-98.97%2026-03-312026-05-08

GD GENERAL DYNAMICS CORP COM81 shares-99.70%2026-03-312026-05-08

ECL ECOLAB INC COM103 shares-99.62%2026-03-312026-05-08

CNI CANADIAN NATL RY CO COM264 shares-98.99%2026-03-312026-05-08

Sponsored

LEN LENNAR CORP CL A311 shares-99.03%2026-03-312026-05-08

EMR EMERSON ELEC CO COM204 shares-99.25%2026-03-312026-05-08

LMND LEMONADE INC COM416 shares-98.60%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC COM96 shares-99.82%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS COM107 shares-99.66%2026-03-312026-05-08

SCHX SCHWAB U.S. LARGE-CAP ETF1.0K shares-95.89%2026-03-312026-05-08

CAT CATERPILLAR INC COM36 shares-99.83%2026-03-312026-05-08

BYLD ISHARES YIELD OPTIMIZED BOND ETF1.1K sharesnew addition2026-03-312026-05-08

Sponsored

F FORD MTR CO COM2.2K shares-92.38%2026-03-312026-05-08

PRF INVESCO RAFI US 1000 ETF521 shares-97.87%2026-03-312026-05-08

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF352 shares-98.51%2026-03-312026-05-08

ROST ROSS STORES INC COM108 shares-99.44%2026-03-312026-05-08

MMM 3M CO COM160 shares-99.38%2026-03-312026-05-08

STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS57 shares-99.64%2026-03-312026-05-08

CCJ CAMECO CORP F204 shares-98.91%2026-03-312026-05-08

WRB BERKLEY W R CORP COM333 shares-98.57%2026-03-312026-05-08

Sponsored

DGX QUEST DIAGNOSTICS INC COM110 shares-99.42%2026-03-312026-05-08

PTY PIMCO CORPORATE & INCOME OPPOR COM1.8K shares-92.25%2026-03-312026-05-08

PAYX PAYCHEX INC COM227 shares-99.11%2026-03-312026-05-08

TTD THE TRADE DESK INC COM CL A920 shares-97.37%2026-03-312026-05-08

AVGO BROADCOM INC COM67 shares-99.68%2026-03-312026-05-08

NKE NIKE INC CL B374 shares-98.43%2026-03-312026-05-08

AMGN AMGEN INC COM56 shares-99.76%2026-03-312026-05-08

SYY SYSCO CORP COM272 shares-98.64%2026-03-312026-05-08

Sponsored

AMP AMERIPRISE FINL INC COM43 shares-99.78%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO COM60 shares-99.73%2026-03-312026-05-08

IHI ISHARES U.S. MEDICAL DEVICES ETF338 shares-98.39%2026-03-312026-05-08

SNA SNAP ON INC COM49 shares-99.71%2026-03-312026-05-08

DIS DISNEY WALT CO COM183 shares-99.12%2026-03-312026-05-08

NDSN NORDSON CORP COM66 shares-99.58%2026-03-312026-05-08

STM STMICROELECTRONICS N V NY REGISTRY500 shares-96.14%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC COM82 shares-99.53%2026-03-312026-05-08

Sponsored

MO ALTRIA GROUP INC COM250 shares-98.27%2026-03-312026-05-08

PRFZ INVESCO RAFI US 1500 SMALL-MID ETF354 shares-97.82%2026-03-312026-05-08

IR INGERSOLL RAND INC COM202 shares-98.74%2026-03-312026-05-08

QSR RESTAURANT BRANDS INTL INC COM216 shares-98.53%2026-03-312026-05-08

GNLX GENELUX CORPORATION COM6.5K shares-77.06%2026-03-312026-05-08

GE GE AEROSPACE COM NEW55 shares-99.68%2026-03-312026-05-08

MA MASTERCARD INCORPORATED CL A31 shares-99.82%2026-03-312026-05-08

CTVA CORTEVA INC COM180 shares-98.51%2026-03-312026-05-08

Sponsored

SE SEA LTD SPONSORD ADS178 shares-99.22%2026-03-312026-05-08

ASML ASML HLDG NV N Y REGISTRY SHS11 shares-99.90%2026-03-312026-05-08

KR KROGER CO COM200 shares-98.40%2026-03-312026-05-08

PFE PFIZER INC COM514 shares-97.17%2026-03-312026-05-08

SCHA SCHWAB U.S. SMALL-CAP ETF494 shares-96.49%2026-03-312026-05-08

RTX RTX CORPORATION COM74 shares-99.45%2026-03-312026-05-08

JKHY HENRY JACK & ASSOC INC COM86 shares-99.45%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC COM75 shares-99.46%2026-03-312026-05-08

Sponsored

IJH ISHARES CORE S&P MID-CAP ETF190 shares-98.48%2026-03-312026-05-08

CDW CDW CORP COM104 shares-99.27%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS100 shares-99.32%2026-03-312026-05-08

CCL CARNIVAL CORP481 shares-95.87%2026-03-312026-05-08

VRSK VERISK ANALYTICS INC COM65 shares-99.55%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP COM20 shares-99.79%2026-03-312026-05-08

GWW WW GRAINGER INC COM11 shares-99.90%2026-03-312026-05-08

CRSP CRISPR THERAPEUTICS AG NAMEN AKT250 shares-98.09%2026-03-312026-05-08

Sponsored

FSLY FASTLY INC CL A400 shares-90.18%2026-03-312026-05-08

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF375 shares-96.62%2026-03-312026-05-08

PPL PPL CORP COM294 shares-97.14%2026-03-312026-05-08

CLX CLOROX CO DEL COM107 shares-99.03%2026-03-312026-05-08

COWZ PACER US CASH COWS 100 ETF170 shares-98.34%2026-03-312026-05-08

SLB SLB LIMITED COM STK198 shares-99.26%2026-03-312026-05-08

CMCSA COMCAST CORP NEW CL A354 shares-96.65%2026-03-312026-05-08

EFX EQUIFAX INC COM55 shares-99.54%2026-03-312026-05-08

Sponsored

JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF141 shares-98.64%2026-03-312026-05-08

CG CARLYLE GROUP INC COM202 shares-98.31%2026-03-312026-05-08

GEV GE VERNOVA INC COM11 shares-99.85%2026-03-312026-05-08

TWST TWIST BIOSCIENCE CORP COM202 shares-96.85%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC COM189 shares-97.54%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC COM19 shares-99.83%2026-03-312026-05-08

BIO BIO RAD LABS INC CL A33 shares-99.67%2026-03-312026-05-08

IMFL INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF290 shares-96.64%2026-03-312026-05-08

Sponsored

PSX PHILLIPS 66 COM50 shares-99.63%2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP COM143 shares-98.86%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY A COM30 shares-99.71%2026-03-312026-05-08

MELI MERCADOLIBRE INC COM5 shares-99.95%2026-03-312026-05-08

AFL AFLAC INC COM75 shares-99.09%2026-03-312026-05-08

ADSK AUTODESK INC COM34 shares-99.66%2026-03-312026-05-08

NDAQ NASDAQ INC COM93 shares-98.97%2026-03-312026-05-08

LSTR LANDSTAR SYS INC COM49 shares-99.30%2026-03-312026-05-08

Sponsored

WINA WINMARK CORP COM18 shares-99.75%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING INC COM34 shares-99.61%2026-03-312026-05-08

O REALTY INCOME CORP COM112 shares-98.20%2026-03-312026-05-08

AMAT APPLIED MATLS INC COM20 shares-99.61%2026-03-312026-05-08

BLK BLACKROCK INC COM7 shares-99.91%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC COM50 shares-99.13%2026-03-312026-05-08

CI THE CIGNA GROUP COM24 shares-99.64%2026-03-312026-05-08

BOH BANK HAWAII CORP COM86 shares-98.54%2026-03-312026-05-08

Sponsored

SNPS SYNOPSYS INC COM16 shares-99.79%2026-03-312026-05-08

CMF ISHARES CALIFORNIA MUNI BOND ETF110 shares-98.26%2026-03-312026-05-08

EFG ISHARES MSCI EAFE GROWTH ETF54 shares-99.12%2026-03-312026-05-08

WYNN WYNN RESORTS LTD COM59 shares-99.17%2026-03-312026-05-08

TXN TEXAS INSTRS INC COM30 shares-99.42%2026-03-312026-05-08

NFLX NETFLIX INC. COM60 shares-98.93%2026-03-312026-05-08

XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF77 shares-98.57%2026-03-312026-05-08

WEN WENDYS CO COM750 shares-88.00%2026-03-312026-05-08

Sponsored

ZTS ZOETIS INC CL A44 shares-99.21%2026-03-312026-05-08

AKAM AKAMAI TECHNOLOGIES INC COM45 shares-98.85%2026-03-312026-05-08

BIIB BIOGEN INC COM28 shares-99.43%2026-03-312026-05-08

ALLE ALLEGION PLC ORD SHS33 shares-99.37%2026-03-312026-05-08

NOW SERVICENOW INC COM45 shares-99.90%2026-03-312026-05-08

TGT TARGET CORP COM38 shares-98.98%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS IN10 shares-99.78%2026-03-312026-05-08

C CITIGROUP INC COM NEW37 shares-99.14%2026-03-312026-05-08

Sponsored

FDS FACTSET RESH SYS INC COM18 shares-99.66%2026-03-312026-05-08

CME CME GROUP INC COM13 shares-99.63%2026-03-312026-05-08

SOLS SOLSTICE ADVANCED MATLS INC COM SHS50 shares-97.94%2026-03-312026-05-08

MSTR STRATEGY INC CL A NEW30 shares-99.29%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC COM NEW8 shares-99.76%2026-03-312026-05-08

ADBE ADOBE INC COM15 shares-99.71%2026-03-312026-05-08

ZBH ZIMMER BIOMET HOLDINGS INC COM40 shares-98.89%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC COM75 shares-98.29%2026-03-312026-05-08

Sponsored

GS GOLDMAN SACHS GROUP INC COM4 shares-99.89%2026-03-312026-05-08

AI C3 AI INC CL A401 shares-92.58%2026-03-312026-05-08

GDX VANECK GOLD MINERS ETF33 shares-98.83%2026-03-312026-05-08

NAD NUVEEN QUALITY MUNCP INCOME FD COM244 shares-91.68%2026-03-312026-05-08

FTMU FRANKLIN MUNICIPAL INCOME ETF359 shares-87.21%2026-03-312026-05-08

PLD PROLOGIS SHARE BENEFICIAL INT19 shares-99.22%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC CL A42 shares-98.14%2026-03-312026-05-08

KTB KONTOOR BRANDS INC COM32 shares-98.36%2026-03-312026-05-08

Sponsored

TUR ISHARES MSCI TURKEY ETF50 shares-97.09%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO COM6 shares-99.69%2026-03-312026-05-08

DHR DANAHER CORP DEL COM10 shares-99.56%2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC COM SER A69 shares-90.03%2026-03-312026-05-08

Q QNITY ELECTRONICS INC COMMON STOCK16 shares-98.77%2026-03-312026-05-08

ANET ARISTA NETWORKS INC COM SHS15 sharesnew addition2026-03-312026-05-08

PH PARKER-HANNIFIN CORP COM2 sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC CL A12 shares-99.44%2026-03-312026-05-08

Sponsored

INTU INTUIT COM4 shares-99.85%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC COM5 shares-99.98%2026-03-312026-05-08

GM GENERAL MOTORS CORP22 shares-98.77%2026-03-312026-05-08

MAR MARRIOTT INTL INC5 shares-99.68%2026-03-312026-05-08

HLT HILTON WORLDWIDE HLDGS INC COM5 shares-99.65%2026-03-312026-05-08

DD DUPONT DE NEMOURS INC COM33 shares-97.51%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC COM15 sharesnew addition2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP COM5 shares-99.64%2026-03-312026-05-08

Sponsored

NET CLOUDFLARE INC CL A COM6 shares-99.49%2026-03-312026-05-08

NRK NUVEEN NY AMT FREE COM103 shares-90.09%2026-03-312026-05-08

EBAY EBAY INC11 shares-98.85%2026-03-312026-05-08

SNOW SNOWFLAKE INC COM SHS6 shares-99.54%2026-03-312026-05-08

DASH DOORDASH INC CL A6 shares-99.56%2026-03-312026-05-08

HOOD ROBINHOOD MKTS INC COM CL A12 shares-99.12%2026-03-312026-05-08

CBRE CBRE GROUP INC A6 shares-99.38%2026-03-312026-05-08

SIRI SIRIUSXM HOLDINGS INC COMMON STOCK35 shares-95.00%2026-03-312026-05-08

Sponsored

APP APPLOVIN CORP COM CL A2 shares-99.85%2026-03-312026-05-08

RBLX ROBLOX CORP CL A14 shares-98.77%2026-03-312026-05-08

STT STATE STR CORP COM6 shares-99.22%2026-03-312026-05-08

DOC HEALTHPEAK PROPERTIES INC COM43 shares-93.78%2026-03-312026-05-08

LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C7 shares-98.80%2026-03-312026-05-08

KDP KEURIG DR PEPPER INC COM25 shares-96.43%2026-03-312026-05-08

VTRS VIATRIS INC COM48 shares-91.97%2026-03-312026-05-08

MCHP MICROCHIP TECHNOLOGY INC. COM10 shares-98.43%2026-03-312026-05-08

Sponsored

ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD74 sharesnew addition2026-03-312026-05-08

TDOC TELADOC HEALTH INC COM100 shares-85.71%2026-03-312026-05-08

REZI RESIDEO TECHNOLOGIES INC COM16 shares-97.15%2026-03-312026-05-08

VSNT VERSANT MEDIA GROUP INC COM CL A14 sharesnew addition2026-03-312026-05-08

FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C6 shares-98.98%2026-03-312026-05-08

VALE VALE S A SPONSORED ADS32 sharesnew addition2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF12 shares-93.97%2026-03-312026-05-08

LBRDK LIBERTY BROADBAND CORP COM SER C9 shares-97.94%2026-03-312026-05-08

Sponsored

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF5 shares-98.81%2026-03-312026-05-08

LLYVA LIBERTY LIVE HOLDINGS INC COM SER A3 shares-98.78%2026-03-312026-05-08

LBTYK LIBERTY GLOBAL LTD COM CL C20 shares-90.95%2026-03-312026-05-08

FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A3 shares-98.88%2026-03-312026-05-08

LBRDA LIBERTY BROADBAND CORP COM SER A3 shares-97.93%2026-03-312026-05-08

KVUE KENVUE INC COM8 shares-94.20%2026-03-312026-05-08

BATRK ATLANTA BRAVES HLDGS INC COM SER C2 shares-97.47%2026-03-312026-05-08

BATRA ATLANTA BRAVES HLDGS INC COM SER A1 shares-97.62%2026-03-312026-05-08

Sponsored

SKLZ SKILLZ INC COM CL A15 shares-76.92%2026-03-312026-05-08

GLIBK GCI LIBERTY INC COM SER C1 shares-97.30%2026-03-312026-05-08

PSKY PARAMOUNT SKYDANCE CORP COM CL B4 shares-92.59%2026-03-312026-05-08

BKKT BAKKT INC COM CL A NEW4 shares-90.00%2026-03-312026-05-08

ONL ORION PROPERTIES INC COM8 shares-55.56%2026-03-312026-05-08

AVUS

AVANTIS U.S. EQUITY ETF

-99.07%

Shares333.3K

Event2026-03-31

Filed2026-05-08

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

-98.75%

Shares170.2K

Event2026-03-31

Filed2026-05-08

FBCG

FIDELITY BLUE CHIP GROWTH ETF

-98.18%

Shares280.1K

Event2026-03-31

Filed2026-05-08

AVIG

AVANTIS CORE FIXED INCOME ETF

-97.45%

Shares331.1K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD VALUE ETF

-99.49%

Shares56.4K

Event2026-03-31

Filed2026-05-08

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-98.64%

Shares93.2K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD TOTAL STOCK MARKET ETF

-99.69%

Shares19.5K

Event2026-03-31

Filed2026-05-08

VANGUARD SMALL-CAP ETF

-99.35%

Shares17.9K

Event2026-03-31

Filed2026-05-08

AVGE

AVANTIS ALL EQUITY MARKETS ETF

-98.85%

Shares44.5K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

-97.31%

Shares76.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC COM

-99.64%

Shares13.7K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY TOTAL BOND ETF

-97.93%

Shares63.8K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD TOTAL BOND MARKET ETF

-98.15%

Shares38.4K

Event2026-03-31

Filed2026-05-08

AVMU

AVANTIS CORE MUNICIPAL FIXED INCOME ETF

-97.78%

Shares60.0K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-98.63%

Shares31.0K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-98.01%

Shares38.2K

Event2026-03-31

Filed2026-05-08

VOO

VANGUARD S&P 500 ETF

-99.84%

Shares3.1K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION COM

-99.46%

Shares10.2K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-97.48%

Shares45.6K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-98.44%

Shares25.1K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC COM

-99.57%

Shares7.3K

Event2026-03-31

Filed2026-05-08

QQQ

INVESCO QQQ TRUST SERIES I

-99.84%

Shares2.1K

Event2026-03-31

Filed2026-05-08

SPY

STATE STREET SPDR S&P 500 ETF

-99.85%

Shares1.8K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES CORE S&P 500 ETF

-99.85%

Shares1.6K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

-98.90%

Shares11.3K

Event2026-03-31

Filed2026-05-08

GOOGL

ALPHABET INC CAP STK CL A

-99.70%

Shares3.4K

Event2026-03-31

Filed2026-05-08

FIVA

FIDELITY INTERNATIONAL VALUE FACTOR ETF

-97.08%

Shares28.1K

Event2026-03-31

Filed2026-05-08

IDHQ

INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF

-95.59%

Shares25.0K

Event2026-03-31

Filed2026-05-08

VISA INC COM CL A

-99.71%

Shares2.9K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD GROWTH ETF

-99.80%

Shares1.8K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-99.33%

Shares4.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP COM

-99.34%

Shares3.9K

Event2026-03-31

Filed2026-05-08