Sponsored

The Analysis of ANDERSON HOAGLAND & CO's Holdings & P&L

Currently, ANDERSON HOAGLAND & CO holds 136 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+162.7K shares, valued at $7.6M), AVUS (+38.6K shares, valued at $4.3M), KRE (+45.4K shares, valued at $3.0M); decreased their positions in VTI (-9.8K shares, valued at $3.2M), CMI (-4.6K shares, valued at $2.4M), CAT (-2.8K shares, valued at $2.0M); initiated new positions in N/A (+162.7K shares, valued at $7.6M), KRE (+45.4K shares, valued at $3.0M), FXI (+19.8K shares, valued at $709.6K).

1M P&L

+34.0M+3.01%

3M P&L

-166.6M-12.52%

HY P&L

-99.0M-7.84%

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/A635.3M

60.6%

2Banks - Diversified50.6M

4.8%

3Semiconductors45.8M

4.4%

Top Industries by Stock Count

1N/A69 stocks

54.8%

2Drug Manufacturers - General4 stocks

3.2%

3Banks - Diversified3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR807.6K shares-1.20%2026-03-312026-04-07

EMXC ISHARES INC649.7K shares5.28%2026-03-312026-04-07

VFMF VANGUARD WELLINGTON FD307.9K shares2.43%2026-03-312026-04-07

IWM ISHARES TR189.3K shares0.35%2026-03-312026-04-07

NVDA NVIDIA CORPORATION262.3K shares-0.26%2026-03-312026-04-07

MSFT MICROSOFT CORP108.4K shares1.89%2026-03-312026-04-07

AMZN AMAZON COM INC183.4K shares2.10%2026-03-312026-04-07

VUG VANGUARD INDEX FDS79.5K shares8.58%2026-03-312026-04-07

Sponsored

VFVA VANGUARD WELLINGTON FD248.4K shares0.36%2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS403.0K shares2.18%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO85.6K shares-1.96%2026-03-312026-04-07

VFMV VANGUARD WELLINGTON FD183.5K shares4.22%2026-03-312026-04-07

VGSH VANGUARD SCOTTSDALE FDS407.5K shares10.60%2026-03-312026-04-07

VFMO VANGUARD WELLINGTON FD114.2K shares0.48%2026-03-312026-04-07

VGK VANGUARD INTL EQUITY INDEX F255.1K shares8.92%2026-03-312026-04-07

LLY ELI LILLY & CO22.0K shares6.85%2026-03-312026-04-07

Sponsored

USMV ISHARES TR210.2K shares15.77%2026-03-312026-04-07

AVUS AMERICAN CENTY ETF TR156.5K shares32.73%2026-03-312026-04-07

IVV ISHARES TR24.0K shares0.10%2026-03-312026-04-07

VTEB VANGUARD MUN BD FDS311.8K shares-1.92%2026-03-312026-04-07

SMFG SUMITOMO MITSUI FIN GRP INC725.2K shares-0.32%2026-03-312026-04-07

V VISA INC46.7K shares0.53%2026-03-312026-04-07

IEFA ISHARES TR155.2K shares1.45%2026-03-312026-04-07

EFAV ISHARES TR147.8K shares0.95%2026-03-312026-04-07

Sponsored

VWO VANGUARD INTL EQUITY INDEX F227.1K shares13.21%2026-03-312026-04-07

EEMV ISHARES INC181.3K shares11.79%2026-03-312026-04-07

CAT CATERPILLAR INC16.4K shares-14.50%2026-03-312026-04-07

BAC BANK AMERICA CORP227.5K shares0.35%2026-03-312026-04-07

EWJV ISHARES TR258.4K shares-0.61%2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE38.4K shares0.00%2026-03-312026-04-07

MTUM ISHARES TR45.2K shares19.87%2026-03-312026-04-07

VO VANGUARD INDEX FDS37.5K shares-3.94%2026-03-312026-04-07

Sponsored

GEV GE VERNOVA INC12.3K shares-0.17%2026-03-312026-04-07

CMI CUMMINS INC19.0K shares-19.35%2026-03-312026-04-07

XOM EXXON MOBIL CORP58.8K shares-12.08%2026-03-312026-04-07

AVES AMERICAN CENTY ETF TR164.1K shares6.59%2026-03-312026-04-07

USFR WISDOMTREE TR184.6K shares-3.24%2026-03-312026-04-07

SGOV ISHARES TR90.5K shares13.22%2026-03-312026-04-07

IBM INTERNATIONAL BUSINESS MACHS37.6K shares0.57%2026-03-312026-04-07

AVLV AMERICAN CENTY ETF TR108.8K shares5.88%2026-03-312026-04-07

Sponsored

VBIL VANGUARD INSTL INDEX FD112.3K shares18.15%2026-03-312026-04-07

FIX COMFORT SYS USA INC6.1K shares-5.87%2026-03-312026-04-07

AVDV AMERICAN CENTY ETF TR77.8K shares-7.35%2026-03-312026-04-07

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR162.7K sharesnew addition2026-03-312026-04-07

CITIGROUP INC CITIGROUP INC66.6K shares0.00%2026-03-312026-04-07

TFLO ISHARES TR146.0K shares0.87%2026-03-312026-04-07

VRTX VERTEX PHARMACEUTICALS INC15.7K shares0.00%2026-03-312026-04-07

ASML ASML HLDG NV5.1K shares-17.64%2026-03-312026-04-07

Sponsored

CCJ CAMECO CORP61.2K shares0.87%2026-03-312026-04-07

FCX FREEPORT MCMORAN INC109.4K shares0.00%2026-03-312026-04-07

PWR QUANTA SVCS INC11.7K shares-0.86%2026-03-312026-04-07

VLUE ISHARES TR44.7K shares-2.04%2026-03-312026-04-07

MUB ISHARES TR54.2K shares-0.93%2026-03-312026-04-07

MLI MUELLER INDS INC51.0K shares-2.98%2026-03-312026-04-07

GM GENERAL MTRS CO74.8K shares0.00%2026-03-312026-04-07

IDXX IDEXX LABS INC9.9K shares0.00%2026-03-312026-04-07

Sponsored

SUB ISHARES TR52.1K shares1.11%2026-03-312026-04-07

SOFI SOFI TECHNOLOGIES INC335.4K shares0.00%2026-03-312026-04-07

EUFN ISHARES TR151.5K shares101.83%2026-03-312026-04-07

PZA INVESCO EXCH TRADED FD TR II228.4K shares-6.44%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON21.3K shares-0.20%2026-03-312026-04-07

VTIP VANGUARD MALVERN FDS102.3K shares1.59%2026-03-312026-04-07

SCHP SCHWAB STRATEGIC TR186.2K shares0.91%2026-03-312026-04-07

BROADCOM INC BROADCOM INC15.6K shares-3.09%2026-03-312026-04-07

Sponsored

WMT WALMART INC38.0K shares-10.66%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC64.0K shares0.00%2026-03-312026-04-07

AVDE AMERICAN CENTY ETF TR54.0K shares-9.02%2026-03-312026-04-07

INDA ISHARES TR97.5K shares-6.29%2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC27.1K shares0.60%2026-03-312026-04-07

SLB SLB LIMITED82.5K shares0.00%2026-03-312026-04-07

MMM 3M CO27.8K shares-0.13%2026-03-312026-04-07

GILD GILEAD SCIENCES INC29.0K shares0.00%2026-03-312026-04-07

Sponsored

ALPHABET INC ALPHABET INC13.5K shares-1.36%2026-03-312026-04-07

INTU INTUIT8.9K shares-29.95%2026-03-312026-04-07

DAL DELTA AIR LINES INC57.7K shares-1.25%2026-03-312026-04-07

AVIV AMERICAN CENTY ETF TR51.1K shares-10.62%2026-03-312026-04-07

EQT CORP EQT CORP58.2K shares0.00%2026-03-312026-04-07

ROST ROSS STORES INC16.9K shares-0.87%2026-03-312026-04-07

SNOW SNOWFLAKE INC23.0K shares23.72%2026-03-312026-04-07

DIS DISNEY WALT CO34.8K shares0.69%2026-03-312026-04-07

Sponsored

VTI VANGUARD INDEX FDS10.4K shares-48.57%2026-03-312026-04-07

RGA REINSURANCE GROUP AMER INC16.4K shares1.89%2026-03-312026-04-07

RRC RANGE RES CORP73.1K shares0.00%2026-03-312026-04-07

AON PLC AON PLC9.9K shares1.69%2026-03-312026-04-07

DHI D R HORTON INC22.0K shares1.94%2026-03-312026-04-07

TM TOYOTA MOTOR CORP14.6K shares0.00%2026-03-312026-04-07

TBBK BANCORP INC DEL55.2K shares-1.04%2026-03-312026-04-07

KRE SPDR SERIES TRUST45.4K sharesnew addition2026-03-312026-04-07

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN43.5K shares0.00%2026-03-312026-04-07

BROS DUTCH BROS INC55.1K shares0.00%2026-03-312026-04-07

TTWO TAKE-TWO INTERACTIVE SOFTWAR14.1K shares0.00%2026-03-312026-04-07

TLH ISHARES TR25.8K shares1.30%2026-03-312026-04-07

KO COCA COLA CO32.6K shares40.59%2026-03-312026-04-07

IBB ISHARES TR14.6K shares-17.01%2026-03-312026-04-07

LNG CHENIERE ENERGY INC8.5K shares0.00%2026-03-312026-04-07

BAB INVESCO EXCH TRADED FD TR II87.2K shares4.72%2026-03-312026-04-07

Sponsored

VEU VANGUARD INTL EQUITY INDEX F28.7K shares-0.35%2026-03-312026-04-07

ABBV ABBVIE INC9.3K shares-10.25%2026-03-312026-04-07

VGIT VANGUARD SCOTTSDALE FDS33.4K shares-1.06%2026-03-312026-04-07

VB VANGUARD INDEX FDS7.4K shares0.57%2026-03-312026-04-07

SCHO SCHWAB STRATEGIC TR78.4K shares5.30%2026-03-312026-04-07

ILMN ILLUMINA INC14.6K shares0.00%2026-03-312026-04-07

CTLP CANTALOUPE INC162.5K shares0.15%2026-03-312026-04-07

IJK ISHARES TR16.6K shares0.00%2026-03-312026-04-07

Sponsored

VGUS VANGUARD INSTL INDEX FD21.9K shares292.77%2026-03-312026-04-07

GOVT ISHARES TR65.0K shares4.80%2026-03-312026-04-07

XLE SELECT SECTOR SPDR TR21.4K shares-0.00%2026-03-312026-04-07

BIV VANGUARD BD INDEX FDS15.5K shares0.00%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC1.4K shares-42.23%2026-03-312026-04-07

IJJ ISHARES TR9.0K shares0.00%2026-03-312026-04-07

IWF ISHARES TR2.8K shares-1.43%2026-03-312026-04-07

PNC PNC FINL SVCS GROUP INC5.4K shares-61.72%2026-03-312026-04-07

Sponsored

IWD ISHARES TR5.2K shares0.00%2026-03-312026-04-07

VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.00%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-03-312026-04-07

TPB TURNING PT BRANDS INC9.3K shares0.00%2026-03-312026-04-07

AAPL APPLE INC3.2K shares-44.98%2026-03-312026-04-07

IVE ISHARES TR3.6K shares0.00%2026-03-312026-04-07

DFAC DIMENSIONAL ETF TRUST19.2K shares0.00%2026-03-312026-04-07

FXI ISHARES TR19.8K sharesnew addition2026-03-312026-04-07

Sponsored

VBR VANGUARD INDEX FDS2.9K shares0.00%2026-03-312026-04-07

IWO ISHARES TR1.8K shares0.00%2026-03-312026-04-07

IWP ISHARES TR3.6K shares0.00%2026-03-312026-04-07

IWS ISHARES TR3.1K shares0.00%2026-03-312026-04-07

AVDS AMERICAN CENTY ETF TR4.9K sharesnew addition2026-03-312026-04-07

VTV VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-07

KBE SPDR SERIES TRUST5.0K shares0.57%2026-03-312026-04-07

EPD ENTERPRISE PRODS PARTNERS L7.7K shares0.00%2026-03-312026-04-07

Sponsored

LRGF ISHARES TR4.2K shares0.00%2026-03-312026-04-07

COST COSTCO WHOLESALE CORPORATION237 shares0.00%2026-03-312026-04-07

EMR EMERSON ELEC CO1.8K shares-38.47%2026-03-312026-04-07

MCK MCKESSON CORP263 shares0.00%2026-03-312026-04-07

VSS VANGUARD INTL EQUITY INDEX F1.5K shares2.31%2026-03-312026-04-07

DFUV DIMENSIONAL ETF TRUST4.3K shares0.00%2026-03-312026-04-07

CSW CSW INDUSTRIALS INC795 shares-36.14%2026-03-312026-04-07

REDWOOD TRUST INC REDWOOD TRUST INC10.0K shares0.00%2026-03-312026-04-07

Sponsored

ISHARES GOLD TR

-1.20%

Shares807.6K

Event2026-03-31

Filed2026-04-07

EMXC

ISHARES INC

5.28%

Shares649.7K

Event2026-03-31

Filed2026-04-07

VFMF

VANGUARD WELLINGTON FD

2.43%

Shares307.9K

Event2026-03-31

Filed2026-04-07

IWM

ISHARES TR

0.35%

Shares189.3K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

-0.26%

Shares262.3K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

1.89%

Shares108.4K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

2.10%

Shares183.4K

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD INDEX FDS

8.58%

Shares79.5K

Event2026-03-31

Filed2026-04-07

VFVA

VANGUARD WELLINGTON FD

0.36%

Shares248.4K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

2.18%

Shares403.0K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO

-1.96%

Shares85.6K

Event2026-03-31

Filed2026-04-07

VFMV

VANGUARD WELLINGTON FD

4.22%

Shares183.5K

Event2026-03-31

Filed2026-04-07

VGSH

VANGUARD SCOTTSDALE FDS

10.60%

Shares407.5K

Event2026-03-31

Filed2026-04-07

VFMO

VANGUARD WELLINGTON FD

0.48%

Shares114.2K

Event2026-03-31

Filed2026-04-07

VGK

VANGUARD INTL EQUITY INDEX F

8.92%

Shares255.1K

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO

6.85%

Shares22.0K

Event2026-03-31

Filed2026-04-07

USMV

ISHARES TR

15.77%

Shares210.2K

Event2026-03-31

Filed2026-04-07

AVUS

AMERICAN CENTY ETF TR

32.73%

Shares156.5K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

0.10%

Shares24.0K

Event2026-03-31

Filed2026-04-07

VTEB

VANGUARD MUN BD FDS

-1.92%

Shares311.8K

Event2026-03-31

Filed2026-04-07

SMFG

SUMITOMO MITSUI FIN GRP INC

-0.32%

Shares725.2K

Event2026-03-31

Filed2026-04-07

VISA INC

0.53%

Shares46.7K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

1.45%

Shares155.2K

Event2026-03-31

Filed2026-04-07

EFAV

ISHARES TR

0.95%

Shares147.8K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD INTL EQUITY INDEX F

13.21%

Shares227.1K

Event2026-03-31

Filed2026-04-07

EEMV

ISHARES INC

11.79%

Shares181.3K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC

-14.50%

Shares16.4K

Event2026-03-31

Filed2026-04-07

BAC

BANK AMERICA CORP

0.35%

Shares227.5K

Event2026-03-31

Filed2026-04-07

EWJV

ISHARES TR

-0.61%

Shares258.4K

Event2026-03-31

Filed2026-04-07

GE AEROSPACE

0.00%

Shares38.4K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES TR

19.87%

Shares45.2K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

-3.94%

Shares37.5K

Event2026-03-31

Filed2026-04-07

GEV

GE VERNOVA INC

-0.17%

Shares12.3K

Event2026-03-31

Filed2026-04-07

CMI

CUMMINS INC

-19.35%

Shares19.0K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

-12.08%

Shares58.8K

Event2026-03-31

Filed2026-04-07

AVES

AMERICAN CENTY ETF TR

6.59%

Shares164.1K

Event2026-03-31

Filed2026-04-07

USFR

WISDOMTREE TR

-3.24%

Shares184.6K

Event2026-03-31

Filed2026-04-07

SGOV

ISHARES TR

13.22%

Shares90.5K

Event2026-03-31

Filed2026-04-07

IBM

INTERNATIONAL BUSINESS MACHS

0.57%

Shares37.6K

Event2026-03-31

Filed2026-04-07

AVLV

AMERICAN CENTY ETF TR

5.88%

Shares108.8K

Event2026-03-31

Filed2026-04-07

VBIL

VANGUARD INSTL INDEX FD

18.15%

Shares112.3K

Event2026-03-31

Filed2026-04-07

FIX

COMFORT SYS USA INC

-5.87%

Shares6.1K

Event2026-03-31

Filed2026-04-07

AVDV

AMERICAN CENTY ETF TR

-7.35%

Shares77.8K

Event2026-03-31

Filed2026-04-07

AMERICAN CENTY ETF TR

New

Shares162.7K

Event2026-03-31

Filed2026-04-07

CITIGROUP INC

0.00%

Shares66.6K

Event2026-03-31

Filed2026-04-07

TFLO

ISHARES TR

0.87%

Shares146.0K

Event2026-03-31

Filed2026-04-07

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-07

ASML

ASML HLDG NV

-17.64%

Shares5.1K

Event2026-03-31

Filed2026-04-07

CCJ

CAMECO CORP

0.87%

Shares61.2K

Event2026-03-31

Filed2026-04-07

FCX

FREEPORT MCMORAN INC

0.00%

Shares109.4K

Event2026-03-31

Filed2026-04-07

PWR

QUANTA SVCS INC

-0.86%

Shares11.7K

Event2026-03-31

Filed2026-04-07

VLUE

ISHARES TR

-2.04%

Shares44.7K

Event2026-03-31

Filed2026-04-07

MUB

ISHARES TR

-0.93%

Shares54.2K

Event2026-03-31

Filed2026-04-07

MLI

MUELLER INDS INC

-2.98%

Shares51.0K

Event2026-03-31

Filed2026-04-07

GENERAL MTRS CO

0.00%

Shares74.8K

Event2026-03-31

Filed2026-04-07

IDXX

IDEXX LABS INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-07

SUB

ISHARES TR

1.11%

Shares52.1K

Event2026-03-31

Filed2026-04-07

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares335.4K

Event2026-03-31

Filed2026-04-07

EUFN

ISHARES TR

101.83%

Shares151.5K

Event2026-03-31

Filed2026-04-07

PZA

INVESCO EXCH TRADED FD TR II

-6.44%

Shares228.4K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

-0.20%

Shares21.3K

Event2026-03-31

Filed2026-04-07

VTIP

VANGUARD MALVERN FDS

1.59%

Shares102.3K

Event2026-03-31

Filed2026-04-07

SCHP

SCHWAB STRATEGIC TR

0.91%

Shares186.2K

Event2026-03-31

Filed2026-04-07

BROADCOM INC

-3.09%

Shares15.6K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

-10.66%

Shares38.0K

Event2026-03-31

Filed2026-04-07

UBER

UBER TECHNOLOGIES INC

0.00%

Shares64.0K

Event2026-03-31

Filed2026-04-07

AVDE

AMERICAN CENTY ETF TR

-9.02%

Shares54.0K

Event2026-03-31

Filed2026-04-07

INDA

ISHARES TR

-6.29%

Shares97.5K

Event2026-03-31

Filed2026-04-07

PANW

PALO ALTO NETWORKS INC

0.60%

Shares27.1K

Event2026-03-31

Filed2026-04-07

SLB

SLB LIMITED

0.00%

Shares82.5K

Event2026-03-31

Filed2026-04-07

MMM

3M CO

-0.13%

Shares27.8K

Event2026-03-31

Filed2026-04-07

GILD

GILEAD SCIENCES INC

0.00%

Shares29.0K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-1.36%

Shares13.5K

Event2026-03-31

Filed2026-04-07

INTU

INTUIT

-29.95%

Shares8.9K

Event2026-03-31

Filed2026-04-07

DAL

DELTA AIR LINES INC

-1.25%

Shares57.7K

Event2026-03-31

Filed2026-04-07

AVIV

AMERICAN CENTY ETF TR

-10.62%

Shares51.1K

Event2026-03-31

Filed2026-04-07

EQT CORP

0.00%

Shares58.2K

Event2026-03-31

Filed2026-04-07

ROST

ROSS STORES INC

-0.87%

Shares16.9K

Event2026-03-31

Filed2026-04-07

SNOW

SNOWFLAKE INC

23.72%

Shares23.0K

Event2026-03-31

Filed2026-04-07

DIS

DISNEY WALT CO

0.69%

Shares34.8K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

-48.57%

Shares10.4K

Event2026-03-31

Filed2026-04-07

RGA

REINSURANCE GROUP AMER INC

1.89%

Shares16.4K

Event2026-03-31

Filed2026-04-07

RRC

RANGE RES CORP

0.00%

Shares73.1K

Event2026-03-31

Filed2026-04-07

AON PLC

1.69%

Shares9.9K

Event2026-03-31

Filed2026-04-07

DHI

D R HORTON INC

1.94%

Shares22.0K

Event2026-03-31

Filed2026-04-07

TOYOTA MOTOR CORP

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-07

TBBK

BANCORP INC DEL

-1.04%

Shares55.2K

Event2026-03-31

Filed2026-04-07

KRE

SPDR SERIES TRUST

New

Shares45.4K

Event2026-03-31

Filed2026-04-07

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares43.5K

Event2026-03-31

Filed2026-04-07

BROS

DUTCH BROS INC

0.00%

Shares55.1K

Event2026-03-31

Filed2026-04-07

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-07

TLH

ISHARES TR

1.30%

Shares25.8K

Event2026-03-31

Filed2026-04-07

COCA COLA CO

40.59%

Shares32.6K

Event2026-03-31

Filed2026-04-07

IBB

ISHARES TR

-17.01%

Shares14.6K

Event2026-03-31

Filed2026-04-07

LNG

CHENIERE ENERGY INC

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-07

BAB

INVESCO EXCH TRADED FD TR II

4.72%

Shares87.2K

Event2026-03-31

Filed2026-04-07

VEU

VANGUARD INTL EQUITY INDEX F

-0.35%

Shares28.7K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC

-10.25%

Shares9.3K

Event2026-03-31

Filed2026-04-07

VGIT

VANGUARD SCOTTSDALE FDS

-1.06%

Shares33.4K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

0.57%

Shares7.4K

Event2026-03-31

Filed2026-04-07

SCHO

SCHWAB STRATEGIC TR

5.30%

Shares78.4K

Event2026-03-31

Filed2026-04-07

ILMN

ILLUMINA INC

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-07

CTLP

CANTALOUPE INC

0.15%

Shares162.5K

Event2026-03-31

Filed2026-04-07

IJK

ISHARES TR

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-07

VGUS

VANGUARD INSTL INDEX FD

292.77%

Shares21.9K

Event2026-03-31

Filed2026-04-07

GOVT

ISHARES TR

4.80%

Shares65.0K

Event2026-03-31

Filed2026-04-07

XLE

SELECT SECTOR SPDR TR

-0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-07

BIV

VANGUARD BD INDEX FDS

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC

-42.23%

Shares1.4K

Event2026-03-31

Filed2026-04-07

IJJ

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

-1.43%

Shares2.8K

Event2026-03-31

Filed2026-04-07

PNC

PNC FINL SVCS GROUP INC

-61.72%

Shares5.4K

Event2026-03-31

Filed2026-04-07

IWD

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-07

TPB

TURNING PT BRANDS INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

-44.98%

Shares3.2K

Event2026-03-31

Filed2026-04-07

IVE

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-07

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares19.2K

Event2026-03-31

Filed2026-04-07

FXI

ISHARES TR

New

Shares19.8K

Event2026-03-31

Filed2026-04-07

VBR

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-07

IWO

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-07

IWP

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-07

IWS

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-07

AVDS

AMERICAN CENTY ETF TR

New

Shares4.9K

Event2026-03-31

Filed2026-04-07

VTV

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-07

KBE

SPDR SERIES TRUST

0.57%

Shares5.0K

Event2026-03-31

Filed2026-04-07

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-07

LRGF

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares237

Event2026-03-31

Filed2026-04-07

EMR

EMERSON ELEC CO

-38.47%

Shares1.8K

Event2026-03-31

Filed2026-04-07

MCK

MCKESSON CORP

0.00%

Shares263

Event2026-03-31

Filed2026-04-07

VSS

VANGUARD INTL EQUITY INDEX F

2.31%

Shares1.5K

Event2026-03-31

Filed2026-04-07

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-07

CSW

CSW INDUSTRIALS INC

-36.14%

Shares795

Event2026-03-31

Filed2026-04-07

REDWOOD TRUST INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available