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The Analysis of Apella Capital, LLC's Holdings & P&L

Currently, Apella Capital, LLC holds 677 types of securities in its portfolio with a total value $6.7B. In the most recent quarter, they have increased their positions in DFAU (+2.0M shares, valued at $100.4M), DFCF (+1.8M shares, valued at $77.0M), DFAC (+1.8M shares, valued at $76.2M); decreased their positions in MGC (-23.8K shares, valued at $6.2M), BNDX (-108.4K shares, valued at $5.2M), IVW (-23.9K shares, valued at $3.1M); initiated new positions in BIL (+204.5K shares, valued at $18.7M), USXF (+229.2K shares, valued at $14.2M), SPTS (+387.3K shares, valued at $11.3M).

1M P&L

+78.5M+1.20%

3M P&L

-399.1M-5.67%

HY P&L

-34.2M-0.51%

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/A6.0B

91.7%

2Consumer Electronics88.0M

1.3%

3Software - Infrastructure58.2M

0.9%

Top Industries by Stock Count

1N/A361 stocks

56.7%

2Banks - Regional16 stocks

2.5%

3Utilities - Regulated Electric14 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST15.7M shares13.00%2026-03-312026-04-20

VTI VANGUARD INDEX FDS730.0K shares5.98%2026-03-312026-04-20

DFSD DIMENSIONAL ETF TRUST5.2M shares16.33%2026-03-312026-04-20

DFCF DIMENSIONAL ETF TRUST4.4M shares69.27%2026-03-312026-04-20

DFIC DIMENSIONAL ETF TRUST4.6M shares5.96%2026-03-312026-04-20

DFUS DIMENSIONAL ETF TRUST2.2M shares78.11%2026-03-312026-04-20

DUHP DIMENSIONAL ETF TRUST3.9M shares49.79%2026-03-312026-04-20

DFAT DIMENSIONAL ETF TRUST2.1M shares29.33%2026-03-312026-04-20

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BND VANGUARD BD INDEX FDS1.8M shares8.62%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS1.7M shares-0.34%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS1.7M shares0.30%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F2.0M shares4.05%2026-03-312026-04-20

DFGX DIMENSIONAL ETF TRUST2.1M shares10.09%2026-03-312026-04-20

VONE VANGUARD SCOTTSDALE FDS330.6K shares15.91%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST2.2M shares1877.68%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST1.9M shares65.39%2026-03-312026-04-20

Sponsored

AAPL APPLE INC325.6K shares27.94%2026-03-312026-04-20

AVEM AMERICAN CENTY ETF TR960.2K shares12.35%2026-03-312026-04-20

AVDE AMERICAN CENTY ETF TR757.2K shares11.01%2026-03-312026-04-20

DIHP DIMENSIONAL ETF TRUST2.0M shares56.14%2026-03-312026-04-20

DFEM DIMENSIONAL ETF TRUST1.7M shares20.78%2026-03-312026-04-20

DFNM DIMENSIONAL ETF TRUST1.3M shares93.60%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T87.7K shares3.80%2026-03-312026-04-20

DFAX DIMENSIONAL ETF TRUST1.6M shares44.81%2026-03-312026-04-20

Sponsored

MGC VANGUARD WORLD FD217.3K shares-9.85%2026-03-312026-04-20

DFUV DIMENSIONAL ETF TRUST1.1M shares45.61%2026-03-312026-04-20

DFLV DIMENSIONAL ETF TRUST1.5M shares11.06%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS81.8K shares27.69%2026-03-312026-04-20

AVDV AMERICAN CENTY ETF TR489.8K shares4.13%2026-03-312026-04-20

IUSB ISHARES TR1.1M shares35.80%2026-03-312026-04-20

ESGV VANGUARD WORLD FD413.7K shares69.15%2026-03-312026-04-20

MSFT MICROSOFT CORP121.4K shares18.26%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR487.2K shares8.79%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS975.0K shares-10.00%2026-03-312026-04-20

VTV VANGUARD INDEX FDS228.6K shares11.56%2026-03-312026-04-20

SPAB SPDR SERIES TRUST1.8M shares35.20%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST1.1M shares444.00%2026-03-312026-04-20

ISTB ISHARES TR948.5K shares16.46%2026-03-312026-04-20

SUB ISHARES TR418.5K shares1.80%2026-03-312026-04-20

VONG VANGUARD SCOTTSDALE FDS355.6K shares29.95%2026-03-312026-04-20

Sponsored

VYM VANGUARD WHITEHALL FDS275.4K shares-4.87%2026-03-312026-04-20

VO VANGUARD INDEX FDS137.6K shares1.71%2026-03-312026-04-20

VB VANGUARD INDEX FDS142.2K shares0.94%2026-03-312026-04-20

VUG VANGUARD INDEX FDS74.8K shares82.30%2026-03-312026-04-20

SPHY SPDR SERIES TRUST1.6M shares31.75%2026-03-312026-04-20

VOOG VANGUARD ADMIRAL FDS INC79.2K shares-6.32%2026-03-312026-04-20

IAGG ISHARES TR717.3K shares37.83%2026-03-312026-04-20

MTUM ISHARES TR125.6K shares-5.53%2026-03-312026-04-20

Sponsored

VBIL VANGUARD INSTL INDEX FD454.6K shares215.05%2026-03-312026-04-20

IJH ISHARES TR461.2K shares25.70%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS665.7K shares2.70%2026-03-312026-04-20

JCPB J P MORGAN EXCHANGE TRADED F646.7K shares146.53%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS375.5K shares-4.80%2026-03-312026-04-20

ALPHABET INC ALPHABET INC87.5K shares33.57%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS345.2K shares-4.34%2026-03-312026-04-20

NVDA NVIDIA CORPORATION140.5K shares35.69%2026-03-312026-04-20

Sponsored

AVLV AMERICAN CENTY ETF TR325.2K shares15.52%2026-03-312026-04-20

EMB ISHARES TR285.9K shares26.46%2026-03-312026-04-20

IWF ISHARES TR57.8K shares12.97%2026-03-312026-04-20

DFAS DIMENSIONAL ETF TRUST351.5K shares376.64%2026-03-312026-04-20

VSS VANGUARD INTL EQUITY INDEX F167.9K shares-0.53%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR40.3K shares12.80%2026-03-312026-04-20

SPIB SPDR SERIES TRUST742.1K shares32.26%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS477.9K shares10.06%2026-03-312026-04-20

Sponsored

VSGX VANGUARD WORLD FD304.1K shares94.02%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST610.1K shares298.51%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F382.6K shares9.97%2026-03-312026-04-20

MUB ISHARES TR194.9K shares7.25%2026-03-312026-04-20

AVUS AMERICAN CENTY ETF TR172.7K shares-0.41%2026-03-312026-04-20

XOM EXXON MOBIL CORP141.0K shares203.56%2026-03-312026-04-20

JSCP J P MORGAN EXCHANGE TRADED F430.7K shares-6.96%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL42.1K shares44.11%2026-03-312026-04-20

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F411.6K shares193.27%2026-03-312026-04-20

AMZN AMAZON COM INC76.6K shares68.79%2026-03-312026-04-20

VTIP VANGUARD MALVERN FDS379.9K shares-5.79%2026-03-312026-04-20

BIL SPDR SERIES TRUST204.5K sharesnew addition2026-03-312026-04-20

IBTG ISHARES TR776.7K shares1.27%2026-03-312026-04-20

DFSU DIMENSIONAL ETF TRUST395.4K shares34.19%2026-03-312026-04-20

ALPHABET INC ALPHABET INC52.0K shares36.82%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR148.6K shares-4.88%2026-03-312026-04-20

Sponsored

VXUS VANGUARD STAR FDS199.5K shares-1.71%2026-03-312026-04-20

IWD ISHARES TR72.4K shares0.75%2026-03-312026-04-20

QUAL ISHARES TR77.2K shares-3.21%2026-03-312026-04-20

BBAG J P MORGAN EXCHANGE TRADED F344.8K shares-6.49%2026-03-312026-04-20

VGSH VANGUARD SCOTTSDALE FDS271.6K shares21.72%2026-03-312026-04-20

DFSV DIMENSIONAL ETF TRUST428.7K shares759.61%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS202.3K shares5.10%2026-03-312026-04-20

VBR VANGUARD INDEX FDS64.0K shares5.51%2026-03-312026-04-20

Sponsored

IYY ISHARES TR84.8K shares-1.25%2026-03-312026-04-20

USXF ISHARES TR229.2K sharesnew addition2026-03-312026-04-20

LQD ISHARES TR123.0K shares-4.31%2026-03-312026-04-20

DFSI DIMENSIONAL ETF TRUST289.9K shares36.46%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS58.3K shares-5.71%2026-03-312026-04-20

VOE VANGUARD INDEX FDS68.1K shares-6.16%2026-03-312026-04-20

IEMG ISHARES INC162.8K shares-9.54%2026-03-312026-04-20

CMF ISHARES TR212.5K shares238.92%2026-03-312026-04-20

Sponsored

GEM GOLDMAN SACHS ETF TR246.3K shares-5.58%2026-03-312026-04-20

IJR ISHARES TR86.6K shares6.30%2026-03-312026-04-20

IMTM ISHARES TR222.0K shares-5.71%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO37.8K shares70.29%2026-03-312026-04-20

DISV DIMENSIONAL ETF TRUST277.8K shares5025.71%2026-03-312026-04-20

DFAW DIMENSIONAL ETF TRUST143.3K shares12.37%2026-03-312026-04-20

FBND FIDELITY MERRIMACK STR TR246.3K shares13.99%2026-03-312026-04-20

SPTS SPDR SERIES TRUST387.3K sharesnew addition2026-03-312026-04-20

Sponsored

USTB VICTORY PORTFOLIOS II220.0K shares12.73%2026-03-312026-04-20

ESGU ISHARES TR71.8K shares-9.76%2026-03-312026-04-20

EAGG ISHARES TR225.9K shares4.70%2026-03-312026-04-20

IVW ISHARES TR81.3K shares-22.72%2026-03-312026-04-20

VV VANGUARD INDEX FDS31.8K shares94.24%2026-03-312026-04-20

PBFR PGIM ROCK ETF TR346.1K sharesnew addition2026-03-312026-04-20

USMV ISHARES TR109.2K shares-8.08%2026-03-312026-04-20

IBB ISHARES TR57.9K shares0.60%2026-03-312026-04-20

Sponsored

EWX SPDR INDEX SHS FDS137.6K shares12.22%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON43.2K shares37.36%2026-03-312026-04-20

DFAR DIMENSIONAL ETF TRUST388.2K shares140.09%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F119.4K shares-1.99%2026-03-312026-04-20

MA MASTERCARD INCORPORATED18.5K shares6.52%2026-03-312026-04-20

DFIP DIMENSIONAL ETF TRUST227.4K shares20.51%2026-03-312026-04-20

DFGR DIMENSIONAL ETF TRUST330.2K shares2.03%2026-03-312026-04-20

PSLV SPROTT ASSET MANAGEMENT LP353.3K shares-6.42%2026-03-312026-04-20

Sponsored

EFV ISHARES TR117.3K shares-4.00%2026-03-312026-04-20

IBTH ISHARES TR410.7K shares4.08%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP27.1K shares2.33%2026-03-312026-04-20

JPST J P MORGAN EXCHANGE TRADED F178.3K shares226.93%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F57.2K shares3.04%2026-03-312026-04-20

GLD SPDR GOLD TR19.2K shares5.92%2026-03-312026-04-20

DFSB DIMENSIONAL ETF TRUST159.0K shares23.72%2026-03-312026-04-20

IWV ISHARES TR20.5K shares-22.78%2026-03-312026-04-20

Sponsored

ITOT ISHARES TR52.1K shares20.08%2026-03-312026-04-20

ESGD ISHARES TR77.9K shares-1.98%2026-03-312026-04-20

WMT WALMART INC62.6K shares209.96%2026-03-312026-04-20

VUSB VANGUARD BD INDEX FDS155.6K shares-2.30%2026-03-312026-04-20

ACWX ISHARES TR103.3K shares-4.04%2026-03-312026-04-20

DFEV DIMENSIONAL ETF TRUST184.3K sharesnew addition2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2026-03-312026-04-20

SUSB ISHARES TR281.4K shares8.19%2026-03-312026-04-20

Sponsored

VIGI VANGUARD WHITEHALL FDS74.4K sharesnew addition2026-03-312026-04-20

IWB ISHARES TR17.9K shares10.60%2026-03-312026-04-20

V VISA INC21.6K shares25.64%2026-03-312026-04-20

QLTY GMO ETF TRUST171.1K sharesnew addition2026-03-312026-04-20

TBIL RBB FD INC134.2K sharesnew addition2026-03-312026-04-20

VTES VANGUARD WELLINGTON FD65.5K shares29.81%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC42.0K shares48.73%2026-03-312026-04-20

SPDR SERIES TRUST SPDR SERIES TRUST67.3K shares-7.31%2026-03-312026-04-20

Sponsored

DMXF ISHARES TR75.7K sharesnew addition2026-03-312026-04-20

HLT HILTON WORLDWIDE HLDGS INC17.8K sharesnew addition2026-03-312026-04-20

IVV ISHARES TR8.4K shares55.52%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR239.9K shares-8.02%2026-03-312026-04-20

STLD STEEL DYNAMICS INC28.8K sharesnew addition2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS94.9K shares-0.52%2026-03-312026-04-20

HTRB HARTFORD FDS EXCHANGE TRADED165.6K shares14.62%2026-03-312026-04-20

VTEI VANGUARD MUN BD FDS55.7K shares6.94%2026-03-312026-04-20

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F69.0K sharesnew addition2026-03-312026-04-20

ACWV ISHARES INC45.5K sharesnew addition2026-03-312026-04-20

IWM ISHARES TR20.0K shares9.01%2026-03-312026-04-20

ESML ISHARES TR107.5K shares27.91%2026-03-312026-04-20

PFFD GLOBAL X FDS283.4K shares-3.81%2026-03-312026-04-20

PEP PEPSICO INC33.5K shares21.27%2026-03-312026-04-20

DFIS DIMENSIONAL ETF TRUST144.5K sharesnew addition2026-03-312026-04-20

JPLD J P MORGAN EXCHANGE TRADED F99.7K sharesnew addition2026-03-312026-04-20

Sponsored

EFAV ISHARES TR55.7K shares-10.49%2026-03-312026-04-20

CAT CATERPILLAR INC6.4K shares67.42%2026-03-312026-04-20

DUSB DIMENSIONAL ETF TRUST94.2K shares342.40%2026-03-312026-04-20

META META PLATFORMS INC6.9K shares19.54%2026-03-312026-04-20

IGSB ISHARES TR88.5K shares31.58%2026-03-312026-04-20

WST WEST PHARMACEUTICAL SVSC INC16.8K shares0.04%2026-03-312026-04-20

JEPQ J P MORGAN EXCHANGE TRADED F78.4K sharesnew addition2026-03-312026-04-20

GLDM WORLD GOLD TR47.7K shares-5.64%2026-03-312026-04-20

Sponsored

PFXF VANECK ETF TRUST248.0K shares-2.58%2026-03-312026-04-20

DFSE DIMENSIONAL ETF TRUST95.5K shares22.47%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION4.5K shares38.97%2026-03-312026-04-20

PFF ISHARES TR141.9K shares-2.36%2026-03-312026-04-20

HD HOME DEPOT INC12.7K shares90.99%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC37.1K shares152.62%2026-03-312026-04-20

IQLT ISHARES TR87.7K shares-5.58%2026-03-312026-04-20

IBTI ISHARES TR194.7K shares15.20%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC20.3K shares97.89%2026-03-312026-04-20

SHM SPDR SERIES TRUST87.3K shares0.05%2026-03-312026-04-20

SEIE SEI EXCHANGE TRADED FUNDS118.0K shares-5.74%2026-03-312026-04-20

IGF ISHARES TR61.2K shares-2.02%2026-03-312026-04-20

CVX CHEVRON CORPORATION22.3K shares29.32%2026-03-312026-04-20

MCD MCDONALDS CORP13.2K shares21.45%2026-03-312026-04-20

CGSM CAPITAL GRP FIXED INCM ETF T152.0K sharesnew addition2026-03-312026-04-20

UNP UNION PAC CORP15.9K shares25.40%2026-03-312026-04-20

Sponsored

VNQ VANGUARD INDEX FDS39.9K shares4.60%2026-03-312026-04-20

DE DEERE & CO6.5K shares0.88%2026-03-312026-04-20

LLY ELI LILLY & CO4.1K shares30.34%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR117.2K shares9.42%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS15.0K shares70.71%2026-03-312026-04-20

UAL UNITED AIRLS HLDGS INC36.9K shares0.67%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP5.6K shares279.53%2026-03-312026-04-20

MLM MARTIN MARIETTA MATLS INC6.0K shares2.43%2026-03-312026-04-20

Sponsored

TSLA TESLA INC9.3K shares83.20%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR40.5K shares22.71%2026-03-312026-04-20

PG PROCTER & GAMBLE CO25.1K shares47.57%2026-03-312026-04-20

WFC WELLS FARGO & CO45.0K shares16.63%2026-03-312026-04-20

VBK VANGUARD INDEX FDS10.9K shares116.93%2026-03-312026-04-20

ESGE ISHARES INC71.4K shares-0.21%2026-03-312026-04-20

SPYM SPDR SERIES TRUST42.8K shares4.33%2026-03-312026-04-20

PHYS SPROTT ASSET MANAGEMENT LP96.8K shares-1.93%2026-03-312026-04-20

Sponsored

MDY STATE STR SPDR S&P MIDCAP 405.3K shares-2.80%2026-03-312026-04-20

NEE NEXTERA ENERGY INC38.2K shares286.35%2026-03-312026-04-20

VTHR VANGUARD SCOTTSDALE FDS11.1K shares154.99%2026-03-312026-04-20

SHY ISHARES TR42.0K shares5.78%2026-03-312026-04-20

EEMV ISHARES INC47.8K shares-11.11%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP5.7K shares180.89%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR22.0K sharesnew addition2026-03-312026-04-20

BROADCOM INC BROADCOM INC8.0K shares35.75%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION16.5K shares49.31%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR112.7K shares5.38%2026-03-312026-04-20

BCI ABRDN ETFS132.8K shares-25.60%2026-03-312026-04-20

EMXC ISHARES INC34.9K shares61.03%2026-03-312026-04-20

ORCL ORACLE CORP17.7K shares54.99%2026-03-312026-04-20

DRTS ALPHA TAU MEDICAL LTD382.3K shares0.00%2026-03-312026-04-20

VWOB VANGUARD WHITEHALL FDS45.5K shares2.99%2026-03-312026-04-20

CALI BLACKROCK ETF TRUST II60.7K sharesnew addition2026-03-312026-04-20

Sponsored

XLK SELECT SECTOR SPDR TR19.7K shares51.14%2026-03-312026-04-20

BA BOEING CO13.6K shares38.13%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP3.1K shares1.63%2026-03-312026-04-20

DIS DISNEY WALT CO28.3K shares25.39%2026-03-312026-04-20

LDOS LEIDOS HOLDINGS INC18.8K shares39.31%2026-03-312026-04-20

DHS WISDOMTREE TR26.2K shares1092.94%2026-03-312026-04-20

VGT VANGUARD WORLD FD3.6K shares47.95%2026-03-312026-04-20

VRP INVESCO EXCH TRADED FD TR II115.6K sharesnew addition2026-03-312026-04-20

Sponsored

TXN TEXAS INSTRS INC12.1K shares46.90%2026-03-312026-04-20

SCHV SCHWAB STRATEGIC TR85.1K shares0.66%2026-03-312026-04-20

KO COCA COLA CO35.8K shares41.61%2026-03-312026-04-20

EFA ISHARES TR25.4K shares38.37%2026-03-312026-04-20

BAC BANK AMERICA CORP48.3K shares163.95%2026-03-312026-04-20

IJS ISHARES TR20.2K shares156.51%2026-03-312026-04-20

HEFA ISHARES TR57.0K shares-6.31%2026-03-312026-04-20

SO SOUTHERN CO26.5K shares43.19%2026-03-312026-04-20

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CSCO CISCO SYS INC28.6K shares27.06%2026-03-312026-04-20

ZM ZOOM COMMUNICATIONS INC28.0K shares14.11%2026-03-312026-04-20

IVE ISHARES TR11.1K shares11.76%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE7.9K shares56.29%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC8.6K shares41.70%2026-03-312026-04-20

EMR EMERSON ELEC CO16.4K shares23.18%2026-03-312026-04-20

T AT&T INC89.2K shares62.11%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS45.4K shares37.07%2026-03-312026-04-20

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TLTW ISHARES TR103.0K sharesnew addition2026-03-312026-04-20

NFLX NETFLIX INC.23.9K shares26.04%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F45.3K sharesnew addition2026-03-312026-04-20

IYW ISHARES TR10.8K shares0.96%2026-03-312026-04-20

ARKK ARK ETF TR28.4K shares0.65%2026-03-312026-04-20

IBTJ ISHARES TR102.8K shares10.77%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC39.2K shares38.51%2026-03-312026-04-20

SRLN SSGA ACTIVE ETF TR54.8K sharesnew addition2026-03-312026-04-20

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TFC TRUIST FINL CORP42.8K shares286.16%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC14.4K shares109.28%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC16.3K shares38.45%2026-03-312026-04-20

FDX FEDEX CORP5.3K shares5.04%2026-03-312026-04-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.5K shares-0.75%2026-03-312026-04-20

XYLD GLOBAL X FDS51.3K shares286.31%2026-03-312026-04-20

BSVO EA SERIES TRUST76.0K shares730.48%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC43.3K shares47.37%2026-03-312026-04-20

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AXP AMERICAN EXPRESS CO6.0K shares31.47%2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW5.3K shares148.44%2026-03-312026-04-20

RYLD GLOBAL X FDS127.2K sharesnew addition2026-03-312026-04-20

SPYV SPDR SERIES TRUST32.5K shares-6.23%2026-03-312026-04-20

OEF ISHARES TR5.5K shares139.03%2026-03-312026-04-20

SBUX STARBUCKS CORP19.0K shares12.44%2026-03-312026-04-20

AGG ISHARES TR19.0K shares19.63%2026-03-312026-04-20

TDVG T ROWE PRICE ETF INC40.1K sharesnew addition2026-03-312026-04-20

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SEIS SEI EXCHANGE TRADED FUNDS61.2K shares-2.81%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR69.7K shares3.32%2026-03-312026-04-20

SYK STRYKER CORPORATION5.3K shares9.30%2026-03-312026-04-20

VEEV VEEVA SYS INC10.9K shares-4.44%2026-03-312026-04-20

SEEM SEI EXCHANGE TRADED FUNDS49.5K shares-6.31%2026-03-312026-04-20

MO ALTRIA GROUP INC28.3K shares183.60%2026-03-312026-04-20

TOWN TOWNEBANK PORTSMOUTH VA50.1K sharesnew addition2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR39.2K sharesnew addition2026-03-312026-04-20

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OMFL INVESCO EXCH TRD SLF IDX FD27.5K shares-5.01%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR54.9K shares-2.80%2026-03-312026-04-20

D DOMINION ENERGY INC28.2K shares138.84%2026-03-312026-04-20

GEV GE VERNOVA INC1.8K shares51.82%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC13.1K shares194.96%2026-03-312026-04-20

SEIM SEI EXCHANGE TRADED FUNDS34.1K shares-2.67%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND3.5K shares19.82%2026-03-312026-04-20

VTEC VANGUARD CALIF TAX FREE FDS17.0K shares89.01%2026-03-312026-04-20

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.2K shares139.59%2026-03-312026-04-20

XLSR SSGA ACTIVE TR27.0K shares-3.79%2026-03-312026-04-20

IDEV ISHARES TR18.7K shares-1.51%2026-03-312026-04-20

HYGH ISHARES U S ETF TR19.4K shares-3.70%2026-03-312026-04-20

SEIV SEI EXCHANGE TRADED FUNDS37.9K shares-1.71%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS16.4K shares0.67%2026-03-312026-04-20

BILL HOLDINGS INC BILL HOLDINGS INC42.2K shares-3.64%2026-03-312026-04-20

HSCZ ISHARES TR37.6K shares-8.30%2026-03-312026-04-20

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CSX CSX CORP36.5K shares524.09%2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC3.2K shares11.92%2026-03-312026-04-20

INTC INTEL CORP22.4K shares43.13%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC4.1K shares330.99%2026-03-312026-04-20

EZM WISDOMTREE TR20.9K shares0.00%2026-03-312026-04-20

XERS XERIS BIOPHARMA HOLDINGS INC235.9K shares-4.07%2026-03-312026-04-20

QYLD GLOBAL X FDS83.8K sharesnew addition2026-03-312026-04-20

BAC-PL BANK AMERICA CORP1.2K sharesnew addition2026-03-312026-04-20

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WFC-PL WELLS FARGO & CO1.2K sharesnew addition2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L40.2K sharesnew addition2026-03-312026-04-20

BKLN INVESCO EXCH TRADED FD TR II70.7K sharesnew addition2026-03-312026-04-20

DOCS DOXIMITY INC58.8K shares-3.56%2026-03-312026-04-20

VXF VANGUARD INDEX FDS6.4K shares3.46%2026-03-312026-04-20

HYXF ISHARES TR30.5K sharesnew addition2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN7.1K shares59.86%2026-03-312026-04-20

ET ENERGY TRANSFER L P74.8K sharesnew addition2026-03-312026-04-20

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VLO VALERO ENERGY CORP6.3K shares199.19%2026-03-312026-04-20

JPME J P MORGAN EXCHANGE TRADED F11.6K shares-2.48%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC4.3K shares37.06%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F15.7K shares360.75%2026-03-312026-04-20

REET ISHARES TR50.7K shares-8.13%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC6.2K shares156.86%2026-03-312026-04-20

BILZ PIMCO ETF TR13.7K sharesnew addition2026-03-312026-04-20

IYR ISHARES TR13.4K shares14.61%2026-03-312026-04-20

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INMU BLACKROCK ETF TRUST II57.0K sharesnew addition2026-03-312026-04-20

AVGE AMERICAN CENTY ETF TR14.5K shares-8.02%2026-03-312026-04-20

PFE PFIZER INC49.6K shares81.09%2026-03-312026-04-20

DFGP DIMENSIONAL ETF TRUST24.9K shares55.89%2026-03-312026-04-20

NVDY TIDAL TRUST II96.6K sharesnew addition2026-03-312026-04-20

AVRE AMERICAN CENTY ETF TR28.2K shares0.10%2026-03-312026-04-20

SPMD SPDR SERIES TRUST21.1K shares169.55%2026-03-312026-04-20

ROK ROCKWELL AUTOMATION INC3.2K shares5.24%2026-03-312026-04-20

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JPIN J P MORGAN EXCHANGE TRADED F17.7K shares-2.99%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR42.5K shares163.96%2026-03-312026-04-20

CGHM CAPITAL GRP FIXED INCM ETF T50.7K sharesnew addition2026-03-312026-04-20

STWD STARWOOD PPTY TR INC71.8K sharesnew addition2026-03-312026-04-20

AMAT APPLIED MATLS INC3.3K shares124.28%2026-03-312026-04-20

DHI D R HORTON INC8.5K shares0.64%2026-03-312026-04-20

QCOM QUALCOMM INC9.3K shares36.91%2026-03-312026-04-20

WELL WELLTOWER INC6.0K shares4.14%2026-03-312026-04-20

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SPYG SPDR SERIES TRUST11.1K shares12.18%2026-03-312026-04-20

BNDW VANGUARD SCOTTSDALE FDS17.8K shares-0.68%2026-03-312026-04-20

HON HONEYWELL INTL INC5.1K shares42.59%2026-03-312026-04-20

HYMB SPDR SERIES TRUST47.4K shares-6.42%2026-03-312026-04-20

DCOR DIMENSIONAL ETF TRUST15.3K shares-3.19%2026-03-312026-04-20

AVIG AMERICAN CENTY ETF TR28.5K shares9.22%2026-03-312026-04-20

DVY ISHARES TR7.7K shares46.60%2026-03-312026-04-20

TYL TYLER TECHNOLOGIES INC3.4K shares0.26%2026-03-312026-04-20

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SAIC SCIENCE APPLICATIONS INTL CO12.3K shares43.57%2026-03-312026-04-20

EMLP FIRST TR EXCHANGE-TRADED FD27.1K shares16.49%2026-03-312026-04-20

ABT ABBOTT LABORATORIES11.8K shares28.87%2026-03-312026-04-20

PYLD PIMCO ETF TR42.6K sharesnew addition2026-03-312026-04-20

LHX L3HARRIS TECHNOLOGIES INC3.2K sharesnew addition2026-03-312026-04-20

MU MICRON TECHNOLOGY INC2.4K shares32.16%2026-03-312026-04-20

MUNI PIMCO ETF TR21.1K shares-12.36%2026-03-312026-04-20

ALL ALLSTATE CORP5.1K shares8.39%2026-03-312026-04-20

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COP CONOCOPHILLIPS9.4K shares11.77%2026-03-312026-04-20

AMGN AMGEN INC3.0K shares49.98%2026-03-312026-04-20

ADI ANALOG DEVICES INC2.9K shares32.19%2026-03-312026-04-20

WM WASTE MGMT INC DEL4.8K shares49.61%2026-03-312026-04-20

CGW INVESCO EXCH TRADED FD TR II16.1K shares-3.65%2026-03-312026-04-20

FNDX SCHWAB STRATEGIC TR36.0K shares-5.31%2026-03-312026-04-20

SUSA ISHARES TR7.4K shares11.75%2026-03-312026-04-20

TIP ISHARES TR9.5K shares8.23%2026-03-312026-04-20

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BSCS INVESCO EXCH TRD SLF IDX FD51.1K shares-3.33%2026-03-312026-04-20

IYH ISHARES TR16.7K shares3.28%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC7.8K shares40.64%2026-03-312026-04-20

VCEB VANGUARD WORLD FD16.4K shares9.85%2026-03-312026-04-20

BSCR INVESCO EXCH TRD SLF IDX FD52.6K shares-3.36%2026-03-312026-04-20

BSCQ INVESCO EXCH TRD SLF IDX FD52.9K shares-3.37%2026-03-312026-04-20

IMCB ISHARES TR11.5K shares0.00%2026-03-312026-04-20

BSCT INVESCO EXCH TRD SLF IDX FD55.0K shares-3.30%2026-03-312026-04-20

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BSCU INVESCO EXCH TRD SLF IDX FD61.2K shares-3.24%2026-03-312026-04-20

PCAR PACCAR INC8.2K shares-5.10%2026-03-312026-04-20

BE BLOOM ENERGY CORP5.0K sharesnew addition2026-03-312026-04-20

IWN ISHARES TR5.0K shares25.40%2026-03-312026-04-20

DES WISDOMTREE TR26.5K shares2.78%2026-03-312026-04-20

TPR TAPESTRY INC6.5K shares290.77%2026-03-312026-04-20

IWR ISHARES TR9.7K shares71.25%2026-03-312026-04-20

SOXX ISHARES TR2.4K shares14.49%2026-03-312026-04-20

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BK BANK NEW YORK MELLON CORP7.1K shares51.96%2026-03-312026-04-20

CRM SALESFORCE INC5.3K shares-1.81%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC8.7K shares52.94%2026-03-312026-04-20

TJX TJX COS INC NEW5.9K shares7.68%2026-03-312026-04-20

SPYD SPDR SERIES TRUST20.5K shares217.04%2026-03-312026-04-20

SCZ ISHARES TR11.0K shares155.64%2026-03-312026-04-20

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.6K sharesnew addition2026-03-312026-04-20

ELV ELEVANCE HEALTH INC FORMERLY2.9K shares43.86%2026-03-312026-04-20

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GS GOLDMAN SACHS GROUP INC995 shares120.62%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC2.3K shares61.59%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares4.75%2026-03-312026-04-20

MMM 3M CO5.7K shares105.07%2026-03-312026-04-20

MS MORGAN STANLEY4.7K shares20.92%2026-03-312026-04-20

CMI CUMMINS INC1.4K shares14.22%2026-03-312026-04-20

CMCSA COMCAST CORP NEW29.3K shares95.96%2026-03-312026-04-20

VSDA VICTORY PORTFOLIOS II15.5K shares-2.99%2026-03-312026-04-20

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IBTK ISHARES TR43.4K shares40.73%2026-03-312026-04-20

STN STANTEC INC9.3K shares0.00%2026-03-312026-04-20

LINDE PLC LINDE PLC1.7K shares211.13%2026-03-312026-04-20

LNT ALLIANT ENERGY CORP11.5K shares88.28%2026-03-312026-04-20

IEI ISHARES TR7.0K shares-2.86%2026-03-312026-04-20

CTVA CORTEVA INC10.3K shares32.88%2026-03-312026-04-20

IEF ISHARES TR8.5K sharesnew addition2026-03-312026-04-20

SEIQ SEI EXCHANGE TRADED FUNDS20.9K shares2.76%2026-03-312026-04-20

Sponsored

AVA AVISTA CORP19.2K shares0.09%2026-03-312026-04-20

ASML ASML HLDG NV538 shares8.47%2026-03-312026-04-20

ICLN ISHARES TR40.0K shares2.41%2026-03-312026-04-20

BSCV INVESCO EXCH TRD SLF IDX FD46.6K shares-4.22%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO12.8K shares55.12%2026-03-312026-04-20

KR KROGER CO11.2K shares10.03%2026-03-312026-04-20

SLV ISHARES SILVER TR10.4K shares13.58%2026-03-312026-04-20

DTE DTE ENERGY CO5.1K shares83.40%2026-03-312026-04-20

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SCHM SCHWAB STRATEGIC TR22.3K shares2.91%2026-03-312026-04-20

YUM YUM BRANDS INC4.5K shares59.15%2026-03-312026-04-20

RWO SPDR INDEX SHS FDS14.4K shares-7.48%2026-03-312026-04-20

PAA PLAINS ALL AMERN PIPELINE L33.7K sharesnew addition2026-03-312026-04-20

LOW LOWES COS INC2.8K shares65.57%2026-03-312026-04-20

IWY ISHARES TR2.5K shares41.87%2026-03-312026-04-20

GDX VANECK ETF TRUST6.8K shares38.81%2026-03-312026-04-20

HOOD ROBINHOOD MKTS INC7.5K sharesnew addition2026-03-312026-04-20

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IBIT ISHARES BITCOIN TRUST ETF15.6K shares21.88%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC1.3K shares73.66%2026-03-312026-04-20

TGT TARGET CORP5.3K sharesnew addition2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR18.6K shares11.61%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR24.0K shares30.43%2026-03-312026-04-20

EEM ISHARES TR10.4K shares40.39%2026-03-312026-04-20

IWS ISHARES TR4.2K shares16.48%2026-03-312026-04-20

SPSM SPDR SERIES TRUST12.4K shares-5.74%2026-03-312026-04-20

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VPU VANGUARD WORLD FD3.2K shares-12.17%2026-03-312026-04-20

UGI UGI CORP NEW17.2K shares-2.21%2026-03-312026-04-20

APA CORPORATION APA CORPORATION17.5K sharesnew addition2026-03-312026-04-20

DXUV DIMENSIONAL ETF TRUST9.8K shares-2.32%2026-03-312026-04-20

GLW CORNING INC3.8K shares9.07%2026-03-312026-04-20

WPM WHEATON PRECIOUS METALS CORP4.0K shares14.91%2026-03-312026-04-20

APH AMPHENOL CORP4.0K shares77.28%2026-03-312026-04-20

VMBS VANGUARD SCOTTSDALE FDS12.9K shares0.02%2026-03-312026-04-20

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EW EDWARDS LIFESCIENCES CORP7.5K shares0.83%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I2.1K shares47.58%2026-03-312026-04-20

KLAC KLA CORP336 shares40.00%2026-03-312026-04-20

VLUE ISHARES TR3.8K shares0.05%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO1.7K shares12.72%2026-03-312026-04-20

CLDX CELLDEX THERAPEUTICS INC NEW17.0K shares0.00%2026-03-312026-04-20

THC TENET HEALTHCARE CORP3.0K sharesnew addition2026-03-312026-04-20

HCA HCA HEALTHCARE INC1.2K shares93.23%2026-03-312026-04-20

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DHR DANAHER CORP DEL3.0K shares28.64%2026-03-312026-04-20

XBI SPDR SERIES TRUST4.2K shares3.91%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC3.5K sharesnew addition2026-03-312026-04-20

IWO ISHARES TR1.6K sharesnew addition2026-03-312026-04-20

NYF ISHARES TR10.6K shares2.70%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION9.3K shares37.22%2026-03-312026-04-20

WPC WP CAREY INC7.7K shares0.97%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR10.3K shares56.56%2026-03-312026-04-20

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JMST J P MORGAN EXCHANGE TRADED F11.1K shares-32.71%2026-03-312026-04-20

USHY ISHARES TR15.0K shares-15.08%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.7K shares57.40%2026-03-312026-04-20

AVXL ANAVEX LIFE SCIENCES CORP153.0K shares10.87%2026-03-312026-04-20

JAVA J P MORGAN EXCHANGE TRADED F7.4K sharesnew addition2026-03-312026-04-20

PEG PUBLIC SVC ENTERPRISE GROUP6.8K shares4.18%2026-03-312026-04-20

CB CHUBB LTD SWITZ1.7K shares92.74%2026-03-312026-04-20

PSX PHILLIPS 663.5K shares8.42%2026-03-312026-04-20

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BLACKROCK INC BLACKROCK INC524 shares126.84%2026-03-312026-04-20

SDY SPDR SERIES TRUST3.7K shares17.14%2026-03-312026-04-20

DGCB DIMENSIONAL ETF TRUST9.8K sharesnew addition2026-03-312026-04-20

VHT VANGUARD WORLD FD1.9K shares70.37%2026-03-312026-04-20

RITM RITHM CAPITAL CORP52.5K sharesnew addition2026-03-312026-04-20

CVS CVS HEALTH CORP6.8K shares37.95%2026-03-312026-04-20

HPE HEWLETT PACKARD ENTERPRISE C19.9K shares23.69%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP1.7K sharesnew addition2026-03-312026-04-20

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GBTC GRAYSCALE BITCOIN TRUST ETF8.7K sharesnew addition2026-03-312026-04-20

SMMU PIMCO ETF TR10.3K shares-2.80%2026-03-312026-04-20

PCT PURECYCLE TECHNOLOGIES INC77.0K shares17.43%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP1.7K shares13.72%2026-03-312026-04-20

DLS WISDOMTREE TR5.9K shares0.00%2026-03-312026-04-20

ADBE ADOBE INC2.1K shares38.71%2026-03-312026-04-20

F FORD MTR CO39.9K shares14.09%2026-03-312026-04-20

MCK MCKESSON CORP592 shares71.59%2026-03-312026-04-20

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PFG PRINCIPAL FINANCIAL GROUP IN5.3K shares-9.14%2026-03-312026-04-20

HDV ISHARES TR3.8K sharesnew addition2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR18.3K shares-16.98%2026-03-312026-04-20

DRI DARDEN RESTAURANTS INC2.4K shares4.36%2026-03-312026-04-20

OLED UNIVERSAL DISPLAY CORP4.9K shares128.82%2026-03-312026-04-20

HSY HERSHEY CO2.5K shares3.22%2026-03-312026-04-20

ZION ZIONS BANCORPORATION NATL AS7.5K shares0.57%2026-03-312026-04-20

DFCA DIMENSIONAL ETF TRUST9.3K shares25.21%2026-03-312026-04-20

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AFL AFLAC INC4.0K shares58.84%2026-03-312026-04-20

NIC NICOLET BANKSHARES INC2.9K sharesnew addition2026-03-312026-04-20

MGK VANGUARD WORLD FD1.1K shares71.16%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC1.1K sharesnew addition2026-03-312026-04-20

AVXC AMERICAN CENTY ETF TR5.8K shares0.00%2026-03-312026-04-20

BBVA BANCO BILBAO VIZCAYA ARGENTA18.6K shares-0.17%2026-03-312026-04-20

NVS NOVARTIS AG2.9K shares29.82%2026-03-312026-04-20

ENB ENBRIDGE INC8.3K sharesnew addition2026-03-312026-04-20

Sponsored

FLRN SPDR SERIES TRUST14.1K shares-2.46%2026-03-312026-04-20

FELC FIDELITY COVINGTON TRUST10.9K shares1.23%2026-03-312026-04-20

SHV ISHARES TR3.9K shares-38.50%2026-03-312026-04-20

OMFS INVESCO EXCH TRD SLF IDX FD8.6K shares-9.82%2026-03-312026-04-20

CRH PLC CRH PLC3.6K sharesnew addition2026-03-312026-04-20

VST VISTRA CORP2.6K shares1.35%2026-03-312026-04-20

WMB WILLIAMS COS INC5.9K shares19.47%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC886 sharesnew addition2026-03-312026-04-20

Sponsored

FNDF SCHWAB STRATEGIC TR8.0K shares9.47%2026-03-312026-04-20

AVSF AMERICAN CENTY ETF TR8.8K shares0.00%2026-03-312026-04-20

AEE AMEREN CORP3.6K shares10.72%2026-03-312026-04-20

KKR & CO INC KKR & CO INC3.9K shares-0.18%2026-03-312026-04-20

BOTZ GLOBAL X FDS10.8K shares51.29%2026-03-312026-04-20

DGRO ISHARES TR5.5K shares27.37%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC1.3K shares51.93%2026-03-312026-04-20

VGSR MANAGER DIRECTED PORTFOLIOS35.4K shares2.55%2026-03-312026-04-20

Sponsored

OXY OCCIDENTAL PETE CORP7.4K shares5.57%2026-03-312026-04-20

TFLO ISHARES TR7.9K sharesnew addition2026-03-312026-04-20

EUSB ISHARES TR9.1K sharesnew addition2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC1.4K shares22.69%2026-03-312026-04-20

DFAC

DIMENSIONAL ETF TRUST

13.00%

Shares15.7M

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

5.98%

Shares730.0K

Event2026-03-31

Filed2026-04-20

DFSD

DIMENSIONAL ETF TRUST

16.33%

Shares5.2M

Event2026-03-31

Filed2026-04-20

DFCF

DIMENSIONAL ETF TRUST

69.27%

Shares4.4M

Event2026-03-31

Filed2026-04-20

DFIC

DIMENSIONAL ETF TRUST

5.96%

Shares4.6M

Event2026-03-31

Filed2026-04-20

DFUS

DIMENSIONAL ETF TRUST

78.11%

Shares2.2M

Event2026-03-31

Filed2026-04-20

DUHP

DIMENSIONAL ETF TRUST

49.79%

Shares3.9M

Event2026-03-31

Filed2026-04-20

DFAT

DIMENSIONAL ETF TRUST

29.33%

Shares2.1M

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

8.62%

Shares1.8M

Event2026-03-31

Filed2026-04-20

BSV

VANGUARD BD INDEX FDS

-0.34%

Shares1.7M

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

0.30%

Shares1.7M

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

4.05%

Shares2.0M

Event2026-03-31

Filed2026-04-20

DFGX

DIMENSIONAL ETF TRUST

10.09%

Shares2.1M

Event2026-03-31

Filed2026-04-20

VONE

VANGUARD SCOTTSDALE FDS

15.91%

Shares330.6K

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

1877.68%

Shares2.2M

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

65.39%

Shares1.9M

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

27.94%

Shares325.6K

Event2026-03-31

Filed2026-04-20

AVEM

AMERICAN CENTY ETF TR

12.35%

Shares960.2K

Event2026-03-31

Filed2026-04-20

AVDE

AMERICAN CENTY ETF TR

11.01%

Shares757.2K

Event2026-03-31

Filed2026-04-20

DIHP

DIMENSIONAL ETF TRUST

56.14%

Shares2.0M

Event2026-03-31

Filed2026-04-20

DFEM

DIMENSIONAL ETF TRUST

20.78%

Shares1.7M

Event2026-03-31

Filed2026-04-20

DFNM

DIMENSIONAL ETF TRUST

93.60%

Shares1.3M

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

3.80%

Shares87.7K

Event2026-03-31

Filed2026-04-20

DFAX

DIMENSIONAL ETF TRUST

44.81%

Shares1.6M

Event2026-03-31

Filed2026-04-20

MGC

VANGUARD WORLD FD

-9.85%

Shares217.3K

Event2026-03-31

Filed2026-04-20

DFUV

DIMENSIONAL ETF TRUST

45.61%

Shares1.1M

Event2026-03-31

Filed2026-04-20

DFLV

DIMENSIONAL ETF TRUST

11.06%

Shares1.5M

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

27.69%

Shares81.8K

Event2026-03-31

Filed2026-04-20

AVDV

AMERICAN CENTY ETF TR

4.13%

Shares489.8K

Event2026-03-31

Filed2026-04-20

IUSB

ISHARES TR

35.80%

Shares1.1M

Event2026-03-31

Filed2026-04-20

ESGV

VANGUARD WORLD FD

69.15%

Shares413.7K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

18.26%

Shares121.4K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

8.79%

Shares487.2K

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD CHARLOTTE FDS

-10.00%

Shares975.0K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

11.56%

Shares228.6K

Event2026-03-31

Filed2026-04-20

SPAB

SPDR SERIES TRUST

35.20%

Shares1.8M

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

444.00%

Shares1.1M

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

16.46%

Shares948.5K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

1.80%

Shares418.5K

Event2026-03-31

Filed2026-04-20

VONG

VANGUARD SCOTTSDALE FDS

29.95%

Shares355.6K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-4.87%

Shares275.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.71%

Shares137.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.94%

Shares142.2K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

82.30%

Shares74.8K

Event2026-03-31

Filed2026-04-20

SPHY

SPDR SERIES TRUST

31.75%

Shares1.6M

Event2026-03-31

Filed2026-04-20

VOOG

VANGUARD ADMIRAL FDS INC

-6.32%

Shares79.2K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

37.83%

Shares717.3K

Event2026-03-31

Filed2026-04-20

MTUM

ISHARES TR

-5.53%

Shares125.6K

Event2026-03-31

Filed2026-04-20

VBIL

VANGUARD INSTL INDEX FD

215.05%

Shares454.6K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

25.70%

Shares461.2K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

2.70%

Shares665.7K

Event2026-03-31

Filed2026-04-20

JCPB

J P MORGAN EXCHANGE TRADED F

146.53%

Shares646.7K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

-4.80%

Shares375.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

33.57%

Shares87.5K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

-4.34%

Shares345.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

35.69%

Shares140.5K

Event2026-03-31

Filed2026-04-20

AVLV

AMERICAN CENTY ETF TR

15.52%

Shares325.2K

Event2026-03-31

Filed2026-04-20

EMB

ISHARES TR

26.46%

Shares285.9K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

12.97%

Shares57.8K

Event2026-03-31

Filed2026-04-20

DFAS

DIMENSIONAL ETF TRUST

376.64%

Shares351.5K

Event2026-03-31

Filed2026-04-20

VSS

VANGUARD INTL EQUITY INDEX F

-0.53%

Shares167.9K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

12.80%

Shares40.3K

Event2026-03-31

Filed2026-04-20

SPIB

SPDR SERIES TRUST

32.26%

Shares742.1K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

10.06%

Shares477.9K

Event2026-03-31

Filed2026-04-20

VSGX

VANGUARD WORLD FD

94.02%

Shares304.1K

Event2026-03-31

Filed2026-04-20

DFAE

DIMENSIONAL ETF TRUST

298.51%

Shares610.1K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

9.97%

Shares382.6K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

7.25%

Shares194.9K

Event2026-03-31

Filed2026-04-20

AVUS

AMERICAN CENTY ETF TR

-0.41%

Shares172.7K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

203.56%

Shares141.0K

Event2026-03-31

Filed2026-04-20

JSCP

J P MORGAN EXCHANGE TRADED F

-6.96%

Shares430.7K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

44.11%

Shares42.1K

Event2026-03-31

Filed2026-04-20

JPIB

J P MORGAN EXCHANGE TRADED F

193.27%

Shares411.6K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

68.79%

Shares76.6K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD MALVERN FDS

-5.79%

Shares379.9K

Event2026-03-31

Filed2026-04-20

BIL

SPDR SERIES TRUST

New

Shares204.5K

Event2026-03-31

Filed2026-04-20

IBTG

ISHARES TR

1.27%

Shares776.7K

Event2026-03-31

Filed2026-04-20

DFSU

DIMENSIONAL ETF TRUST

34.19%

Shares395.4K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

36.82%

Shares52.0K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

-4.88%

Shares148.6K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

-1.71%

Shares199.5K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

0.75%

Shares72.4K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-3.21%

Shares77.2K

Event2026-03-31

Filed2026-04-20

BBAG

J P MORGAN EXCHANGE TRADED F

-6.49%

Shares344.8K

Event2026-03-31

Filed2026-04-20

VGSH

VANGUARD SCOTTSDALE FDS

21.72%

Shares271.6K

Event2026-03-31

Filed2026-04-20

DFSV

DIMENSIONAL ETF TRUST

759.61%

Shares428.7K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

5.10%

Shares202.3K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

5.51%

Shares64.0K

Event2026-03-31

Filed2026-04-20

IYY

ISHARES TR

-1.25%

Shares84.8K

Event2026-03-31

Filed2026-04-20

USXF

ISHARES TR

New

Shares229.2K

Event2026-03-31

Filed2026-04-20

LQD

ISHARES TR

-4.31%

Shares123.0K

Event2026-03-31

Filed2026-04-20

DFSI

DIMENSIONAL ETF TRUST

36.46%

Shares289.9K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

-5.71%

Shares58.3K

Event2026-03-31

Filed2026-04-20

VOE

VANGUARD INDEX FDS

-6.16%

Shares68.1K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-9.54%

Shares162.8K

Event2026-03-31

Filed2026-04-20

CMF

ISHARES TR

238.92%

Shares212.5K

Event2026-03-31

Filed2026-04-20

GEM

GOLDMAN SACHS ETF TR

-5.58%

Shares246.3K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

6.30%

Shares86.6K

Event2026-03-31

Filed2026-04-20

IMTM

ISHARES TR

-5.71%

Shares222.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

70.29%

Shares37.8K

Event2026-03-31

Filed2026-04-20

DISV

DIMENSIONAL ETF TRUST

5025.71%

Shares277.8K

Event2026-03-31

Filed2026-04-20

DFAW

DIMENSIONAL ETF TRUST

12.37%

Shares143.3K

Event2026-03-31

Filed2026-04-20

FBND

FIDELITY MERRIMACK STR TR

13.99%

Shares246.3K

Event2026-03-31

Filed2026-04-20

SPTS

SPDR SERIES TRUST

New

Shares387.3K

Event2026-03-31

Filed2026-04-20

USTB

VICTORY PORTFOLIOS II

12.73%

Shares220.0K

Event2026-03-31

Filed2026-04-20

ESGU

ISHARES TR

-9.76%

Shares71.8K

Event2026-03-31

Filed2026-04-20

EAGG

ISHARES TR

4.70%

Shares225.9K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

-22.72%

Shares81.3K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

94.24%

Shares31.8K

Event2026-03-31

Filed2026-04-20

PBFR

PGIM ROCK ETF TR

New

Shares346.1K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

-8.08%

Shares109.2K

Event2026-03-31

Filed2026-04-20

IBB

ISHARES TR

0.60%

Shares57.9K

Event2026-03-31

Filed2026-04-20

EWX

SPDR INDEX SHS FDS

12.22%

Shares137.6K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

37.36%

Shares43.2K

Event2026-03-31

Filed2026-04-20

DFAR

DIMENSIONAL ETF TRUST

140.09%

Shares388.2K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

-1.99%

Shares119.4K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

6.52%

Shares18.5K

Event2026-03-31

Filed2026-04-20

DFIP

DIMENSIONAL ETF TRUST

20.51%

Shares227.4K

Event2026-03-31

Filed2026-04-20

DFGR

DIMENSIONAL ETF TRUST

2.03%

Shares330.2K

Event2026-03-31

Filed2026-04-20

PSLV

SPROTT ASSET MANAGEMENT LP

-6.42%

Shares353.3K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

-4.00%

Shares117.3K

Event2026-03-31

Filed2026-04-20

IBTH

ISHARES TR

4.08%

Shares410.7K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

2.33%

Shares27.1K

Event2026-03-31

Filed2026-04-20

JPST

J P MORGAN EXCHANGE TRADED F

226.93%

Shares178.3K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

3.04%

Shares57.2K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

5.92%

Shares19.2K

Event2026-03-31

Filed2026-04-20

DFSB

DIMENSIONAL ETF TRUST

23.72%

Shares159.0K

Event2026-03-31

Filed2026-04-20

IWV

ISHARES TR

-22.78%

Shares20.5K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

20.08%

Shares52.1K

Event2026-03-31

Filed2026-04-20

ESGD

ISHARES TR

-1.98%

Shares77.9K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

209.96%

Shares62.6K

Event2026-03-31

Filed2026-04-20

VUSB

VANGUARD BD INDEX FDS

-2.30%

Shares155.6K

Event2026-03-31

Filed2026-04-20

ACWX

ISHARES TR

-4.04%

Shares103.3K

Event2026-03-31

Filed2026-04-20

DFEV

DIMENSIONAL ETF TRUST

New

Shares184.3K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10

Event2026-03-31

Filed2026-04-20

SUSB

ISHARES TR

8.19%

Shares281.4K

Event2026-03-31

Filed2026-04-20

VIGI

VANGUARD WHITEHALL FDS

New

Shares74.4K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

10.60%

Shares17.9K

Event2026-03-31

Filed2026-04-20

VISA INC

25.64%

Shares21.6K

Event2026-03-31

Filed2026-04-20

QLTY

GMO ETF TRUST

New

Shares171.1K

Event2026-03-31

Filed2026-04-20

TBIL

RBB FD INC

New

Shares134.2K

Event2026-03-31

Filed2026-04-20

VTES

VANGUARD WELLINGTON FD

29.81%

Shares65.5K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

48.73%

Shares42.0K

Event2026-03-31

Filed2026-04-20

SPDR SERIES TRUST

-7.31%

Shares67.3K

Event2026-03-31

Filed2026-04-20

DMXF

ISHARES TR

New

Shares75.7K

Event2026-03-31

Filed2026-04-20

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares17.8K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

55.52%

Shares8.4K

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

-8.02%

Shares239.9K

Event2026-03-31

Filed2026-04-20

STLD

STEEL DYNAMICS INC

New

Shares28.8K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

-0.52%

Shares94.9K

Event2026-03-31

Filed2026-04-20

HTRB

HARTFORD FDS EXCHANGE TRADED

14.62%

Shares165.6K

Event2026-03-31

Filed2026-04-20

VTEI

VANGUARD MUN BD FDS

6.94%

Shares55.7K

Event2026-03-31

Filed2026-04-20

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares69.0K

Event2026-03-31

Filed2026-04-20

ACWV

ISHARES INC

New

Shares45.5K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

9.01%

Shares20.0K

Event2026-03-31

Filed2026-04-20

ESML

ISHARES TR

27.91%

Shares107.5K

Event2026-03-31

Filed2026-04-20

PFFD

GLOBAL X FDS

-3.81%

Shares283.4K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

21.27%

Shares33.5K

Event2026-03-31

Filed2026-04-20

DFIS

DIMENSIONAL ETF TRUST

New

Shares144.5K

Event2026-03-31

Filed2026-04-20

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares99.7K

Event2026-03-31

Filed2026-04-20

EFAV

ISHARES TR

-10.49%

Shares55.7K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

67.42%

Shares6.4K

Event2026-03-31

Filed2026-04-20

DUSB

DIMENSIONAL ETF TRUST

342.40%

Shares94.2K

Event2026-03-31

Filed2026-04-20

META

META PLATFORMS INC

19.54%

Shares6.9K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

31.58%

Shares88.5K

Event2026-03-31

Filed2026-04-20

WST

WEST PHARMACEUTICAL SVSC INC

0.04%

Shares16.8K

Event2026-03-31

Filed2026-04-20

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares78.4K

Event2026-03-31

Filed2026-04-20

GLDM

WORLD GOLD TR

-5.64%

Shares47.7K

Event2026-03-31

Filed2026-04-20

PFXF

VANECK ETF TRUST

-2.58%

Shares248.0K

Event2026-03-31

Filed2026-04-20

DFSE

DIMENSIONAL ETF TRUST

22.47%

Shares95.5K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

38.97%

Shares4.5K

Event2026-03-31

Filed2026-04-20

PFF

ISHARES TR

-2.36%

Shares141.9K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

90.99%

Shares12.7K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

152.62%

Shares37.1K

Event2026-03-31

Filed2026-04-20

IQLT

ISHARES TR

-5.58%

Shares87.7K

Event2026-03-31

Filed2026-04-20

IBTI

ISHARES TR

15.20%

Shares194.7K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

97.89%

Shares20.3K

Event2026-03-31

Filed2026-04-20

SHM

SPDR SERIES TRUST

0.05%

Shares87.3K

Event2026-03-31

Filed2026-04-20

SEIE

SEI EXCHANGE TRADED FUNDS

-5.74%

Shares118.0K

Event2026-03-31

Filed2026-04-20

IGF

ISHARES TR

-2.02%

Shares61.2K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

29.32%

Shares22.3K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

21.45%

Shares13.2K

Event2026-03-31

Filed2026-04-20

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares152.0K

Event2026-03-31

Filed2026-04-20

UNP

UNION PAC CORP

25.40%

Shares15.9K

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS

4.60%

Shares39.9K

Event2026-03-31

Filed2026-04-20

DEERE & CO

0.88%

Shares6.5K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

30.34%

Shares4.1K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

9.42%

Shares117.2K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

70.71%

Shares15.0K

Event2026-03-31

Filed2026-04-20

UAL

UNITED AIRLS HLDGS INC

0.67%

Shares36.9K

Event2026-03-31

Filed2026-04-20

NOC

NORTHROP GRUMMAN CORP

279.53%

Shares5.6K

Event2026-03-31

Filed2026-04-20

MLM

MARTIN MARIETTA MATLS INC

2.43%

Shares6.0K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

83.20%

Shares9.3K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

22.71%

Shares40.5K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

47.57%

Shares25.1K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

16.63%

Shares45.0K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS

116.93%

Shares10.9K

Event2026-03-31

Filed2026-04-20

ESGE

ISHARES INC

-0.21%

Shares71.4K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

4.33%

Shares42.8K

Event2026-03-31

Filed2026-04-20

PHYS

SPROTT ASSET MANAGEMENT LP

-1.93%

Shares96.8K

Event2026-03-31

Filed2026-04-20

MDY

STATE STR SPDR S&P MIDCAP 40

-2.80%

Shares5.3K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

286.35%

Shares38.2K

Event2026-03-31

Filed2026-04-20

VTHR

VANGUARD SCOTTSDALE FDS

154.99%

Shares11.1K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

5.78%

Shares42.0K

Event2026-03-31

Filed2026-04-20

EEMV

ISHARES INC

-11.11%

Shares47.8K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

180.89%

Shares5.7K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

New

Shares22.0K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

35.75%

Shares8.0K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

49.31%

Shares16.5K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

5.38%

Shares112.7K

Event2026-03-31

Filed2026-04-20

BCI

ABRDN ETFS

-25.60%

Shares132.8K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

61.03%

Shares34.9K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

54.99%

Shares17.7K

Event2026-03-31

Filed2026-04-20

DRTS

ALPHA TAU MEDICAL LTD

0.00%

Shares382.3K

Event2026-03-31

Filed2026-04-20

VWOB

VANGUARD WHITEHALL FDS

2.99%

Shares45.5K

Event2026-03-31

Filed2026-04-20

CALI

BLACKROCK ETF TRUST II

New

Shares60.7K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

51.14%

Shares19.7K

Event2026-03-31

Filed2026-04-20

BOEING CO

38.13%

Shares13.6K

Event2026-03-31

Filed2026-04-20

PARKER-HANNIFIN CORP

1.63%

Shares3.1K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

25.39%

Shares28.3K

Event2026-03-31

Filed2026-04-20

LDOS

LEIDOS HOLDINGS INC

39.31%

Shares18.8K

Event2026-03-31

Filed2026-04-20

DHS

WISDOMTREE TR

1092.94%

Shares26.2K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

47.95%

Shares3.6K

Event2026-03-31

Filed2026-04-20

VRP

INVESCO EXCH TRADED FD TR II

New

Shares115.6K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRS INC

46.90%

Shares12.1K

Event2026-03-31

Filed2026-04-20

SCHV

SCHWAB STRATEGIC TR

0.66%

Shares85.1K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

41.61%

Shares35.8K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

38.37%

Shares25.4K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

163.95%

Shares48.3K

Event2026-03-31

Filed2026-04-20

IJS

ISHARES TR

156.51%

Shares20.2K

Event2026-03-31

Filed2026-04-20

HEFA

ISHARES TR

-6.31%

Shares57.0K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

43.19%

Shares26.5K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

27.06%

Shares28.6K

Event2026-03-31

Filed2026-04-20

ZOOM COMMUNICATIONS INC

14.11%

Shares28.0K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

11.76%

Shares11.1K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

56.29%

Shares7.9K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

41.70%

Shares8.6K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

23.18%

Shares16.4K

Event2026-03-31

Filed2026-04-20

AT&T INC

62.11%

Shares89.2K

Event2026-03-31

Filed2026-04-20

SPEM

SPDR INDEX SHS FDS

37.07%

Shares45.4K

Event2026-03-31

Filed2026-04-20

TLTW

ISHARES TR

New

Shares103.0K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

26.04%

Shares23.9K

Event2026-03-31

Filed2026-04-20

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares45.3K

Event2026-03-31

Filed2026-04-20

IYW

ISHARES TR

0.96%

Shares10.8K

Event2026-03-31

Filed2026-04-20

ARKK

ARK ETF TR

0.65%

Shares28.4K

Event2026-03-31

Filed2026-04-20

IBTJ

ISHARES TR

10.77%

Shares102.8K

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC

38.51%

Shares39.2K

Event2026-03-31

Filed2026-04-20

SRLN

SSGA ACTIVE ETF TR

New

Shares54.8K

Event2026-03-31

Filed2026-04-20

TFC

TRUIST FINL CORP

286.16%

Shares42.8K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

109.28%

Shares14.4K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

38.45%

Shares16.3K

Event2026-03-31

Filed2026-04-20

FDX

FEDEX CORP

5.04%

Shares5.3K

Event2026-03-31

Filed2026-04-20

ACCENTURE PLC IRELAND

-0.75%

Shares10.5K

Event2026-03-31

Filed2026-04-20

XYLD

GLOBAL X FDS

286.31%

Shares51.3K

Event2026-03-31

Filed2026-04-20

BSVO

EA SERIES TRUST

730.48%

Shares76.0K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

47.37%

Shares43.3K

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

31.47%

Shares6.0K

Event2026-03-31

Filed2026-04-20

MAR

MARRIOTT INTL INC NEW

148.44%

Shares5.3K

Event2026-03-31

Filed2026-04-20

RYLD

GLOBAL X FDS

New

Shares127.2K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

-6.23%

Shares32.5K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

139.03%

Shares5.5K

Event2026-03-31

Filed2026-04-20

SBUX

STARBUCKS CORP

12.44%

Shares19.0K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

19.63%

Shares19.0K

Event2026-03-31

Filed2026-04-20

TDVG

T ROWE PRICE ETF INC

New

Shares40.1K

Event2026-03-31

Filed2026-04-20

SEIS

SEI EXCHANGE TRADED FUNDS

-2.81%

Shares61.2K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

3.32%

Shares69.7K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

9.30%

Shares5.3K

Event2026-03-31

Filed2026-04-20

VEEV

VEEVA SYS INC

-4.44%

Shares10.9K

Event2026-03-31

Filed2026-04-20

SEEM

SEI EXCHANGE TRADED FUNDS

-6.31%

Shares49.5K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

183.60%

Shares28.3K

Event2026-03-31

Filed2026-04-20

TOWN

TOWNEBANK PORTSMOUTH VA

New

Shares50.1K

Event2026-03-31

Filed2026-04-20

XLU

SELECT SECTOR SPDR TR

New

Shares39.2K

Event2026-03-31

Filed2026-04-20

OMFL

INVESCO EXCH TRD SLF IDX FD

-5.01%

Shares27.5K

Event2026-03-31

Filed2026-04-20

SCHA

SCHWAB STRATEGIC TR

-2.80%

Shares54.9K

Event2026-03-31

Filed2026-04-20

DOMINION ENERGY INC

138.84%

Shares28.2K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

51.82%

Shares1.8K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

194.96%

Shares13.1K

Event2026-03-31

Filed2026-04-20

SEIM

SEI EXCHANGE TRADED FUNDS

-2.67%

Shares34.1K

Event2026-03-31

Filed2026-04-20

DIA

STATE STR SPDR DOW JONES IND

19.82%

Shares3.5K

Event2026-03-31

Filed2026-04-20

VTEC

VANGUARD CALIF TAX FREE FDS

89.01%

Shares17.0K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

139.59%

Shares13.2K

Event2026-03-31

Filed2026-04-20

XLSR

SSGA ACTIVE TR

-3.79%

Shares27.0K

Event2026-03-31

Filed2026-04-20

IDEV

ISHARES TR

-1.51%

Shares18.7K

Event2026-03-31

Filed2026-04-20

HYGH

ISHARES U S ETF TR

-3.70%

Shares19.4K

Event2026-03-31

Filed2026-04-20

SEIV

SEI EXCHANGE TRADED FUNDS

-1.71%

Shares37.9K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

0.67%

Shares16.4K

Event2026-03-31

Filed2026-04-20

BILL HOLDINGS INC

-3.64%

Shares42.2K

Event2026-03-31

Filed2026-04-20

HSCZ

ISHARES TR

-8.30%

Shares37.6K

Event2026-03-31

Filed2026-04-20

CSX

CSX CORP

524.09%

Shares36.5K

Event2026-03-31

Filed2026-04-20

TRANE TECHNOLOGIES PLC

11.92%

Shares3.2K

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

43.13%

Shares22.4K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

330.99%

Shares4.1K

Event2026-03-31

Filed2026-04-20

EZM

WISDOMTREE TR

0.00%

Shares20.9K

Event2026-03-31

Filed2026-04-20

XERS

XERIS BIOPHARMA HOLDINGS INC

-4.07%

Shares235.9K

Event2026-03-31

Filed2026-04-20

QYLD

GLOBAL X FDS

New

Shares83.8K

Event2026-03-31

Filed2026-04-20

BAC-PL

BANK AMERICA CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

WFC-PL

WELLS FARGO & CO

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares40.2K

Event2026-03-31

Filed2026-04-20

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares70.7K

Event2026-03-31

Filed2026-04-20

DOCS

DOXIMITY INC

-3.56%

Shares58.8K

Event2026-03-31

Filed2026-04-20

VXF

VANGUARD INDEX FDS

3.46%

Shares6.4K

Event2026-03-31

Filed2026-04-20

HYXF

ISHARES TR

New

Shares30.5K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

59.86%

Shares7.1K

Event2026-03-31

Filed2026-04-20

ENERGY TRANSFER L P

New

Shares74.8K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

199.19%

Shares6.3K

Event2026-03-31

Filed2026-04-20

JPME

J P MORGAN EXCHANGE TRADED F

-2.48%

Shares11.6K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

37.06%

Shares4.3K

Event2026-03-31

Filed2026-04-20

VGK

VANGUARD INTL EQUITY INDEX F

360.75%

Shares15.7K

Event2026-03-31

Filed2026-04-20

REET

ISHARES TR

-8.13%

Shares50.7K

Event2026-03-31

Filed2026-04-20

PNC

PNC FINL SVCS GROUP INC

156.86%

Shares6.2K

Event2026-03-31

Filed2026-04-20

BILZ

PIMCO ETF TR

New

Shares13.7K

Event2026-03-31

Filed2026-04-20

IYR

ISHARES TR

14.61%

Shares13.4K

Event2026-03-31

Filed2026-04-20

INMU

BLACKROCK ETF TRUST II

New

Shares57.0K

Event2026-03-31

Filed2026-04-20

AVGE

AMERICAN CENTY ETF TR

-8.02%

Shares14.5K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

81.09%

Shares49.6K

Event2026-03-31

Filed2026-04-20

DFGP

DIMENSIONAL ETF TRUST

55.89%

Shares24.9K

Event2026-03-31

Filed2026-04-20

NVDY

TIDAL TRUST II

New

Shares96.6K

Event2026-03-31

Filed2026-04-20

AVRE

AMERICAN CENTY ETF TR

0.10%

Shares28.2K

Event2026-03-31

Filed2026-04-20

SPMD

SPDR SERIES TRUST

169.55%

Shares21.1K

Event2026-03-31

Filed2026-04-20

ROK

ROCKWELL AUTOMATION INC

5.24%

Shares3.2K

Event2026-03-31

Filed2026-04-20

JPIN

J P MORGAN EXCHANGE TRADED F

-2.99%

Shares17.7K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

163.96%

Shares42.5K

Event2026-03-31

Filed2026-04-20

CGHM

CAPITAL GRP FIXED INCM ETF T

New

Shares50.7K

Event2026-03-31

Filed2026-04-20

STWD

STARWOOD PPTY TR INC

New

Shares71.8K

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

124.28%

Shares3.3K

Event2026-03-31

Filed2026-04-20

DHI

D R HORTON INC

0.64%

Shares8.5K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

36.91%

Shares9.3K

Event2026-03-31

Filed2026-04-20

WELL

WELLTOWER INC

4.14%

Shares6.0K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

12.18%

Shares11.1K

Event2026-03-31

Filed2026-04-20

BNDW

VANGUARD SCOTTSDALE FDS

-0.68%

Shares17.8K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

42.59%

Shares5.1K

Event2026-03-31

Filed2026-04-20

HYMB

SPDR SERIES TRUST

-6.42%

Shares47.4K

Event2026-03-31

Filed2026-04-20

DCOR

DIMENSIONAL ETF TRUST

-3.19%

Shares15.3K

Event2026-03-31

Filed2026-04-20

AVIG

AMERICAN CENTY ETF TR

9.22%

Shares28.5K

Event2026-03-31

Filed2026-04-20

DVY

ISHARES TR

46.60%

Shares7.7K

Event2026-03-31

Filed2026-04-20

TYL

TYLER TECHNOLOGIES INC

0.26%

Shares3.4K

Event2026-03-31

Filed2026-04-20

SAIC

SCIENCE APPLICATIONS INTL CO

43.57%

Shares12.3K

Event2026-03-31

Filed2026-04-20

EMLP

FIRST TR EXCHANGE-TRADED FD

16.49%

Shares27.1K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

28.87%

Shares11.8K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

New

Shares42.6K

Event2026-03-31

Filed2026-04-20

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

32.16%

Shares2.4K

Event2026-03-31

Filed2026-04-20

MUNI

PIMCO ETF TR

-12.36%

Shares21.1K

Event2026-03-31

Filed2026-04-20

ALL

ALLSTATE CORP

8.39%

Shares5.1K

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

11.77%

Shares9.4K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

49.98%

Shares3.0K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

32.19%

Shares2.9K

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

49.61%

Shares4.8K

Event2026-03-31

Filed2026-04-20

CGW

INVESCO EXCH TRADED FD TR II

-3.65%

Shares16.1K

Event2026-03-31

Filed2026-04-20

FNDX

SCHWAB STRATEGIC TR

-5.31%

Shares36.0K

Event2026-03-31

Filed2026-04-20

SUSA

ISHARES TR

11.75%

Shares7.4K

Event2026-03-31

Filed2026-04-20

TIP

ISHARES TR

8.23%

Shares9.5K

Event2026-03-31

Filed2026-04-20

BSCS

INVESCO EXCH TRD SLF IDX FD

-3.33%

Shares51.1K

Event2026-03-31

Filed2026-04-20

IYH

ISHARES TR

3.28%

Shares16.7K

Event2026-03-31

Filed2026-04-20

AEP

AMERICAN ELEC PWR CO INC

40.64%

Shares7.8K

Event2026-03-31

Filed2026-04-20

VCEB

VANGUARD WORLD FD

9.85%

Shares16.4K

Event2026-03-31

Filed2026-04-20

BSCR

INVESCO EXCH TRD SLF IDX FD

-3.36%

Shares52.6K

Event2026-03-31

Filed2026-04-20

BSCQ

INVESCO EXCH TRD SLF IDX FD

-3.37%

Shares52.9K

Event2026-03-31

Filed2026-04-20

IMCB

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-20

BSCT

INVESCO EXCH TRD SLF IDX FD

-3.30%

Shares55.0K

Event2026-03-31

Filed2026-04-20

BSCU

INVESCO EXCH TRD SLF IDX FD

-3.24%

Shares61.2K

Event2026-03-31

Filed2026-04-20

PCAR

PACCAR INC

-5.10%

Shares8.2K

Event2026-03-31

Filed2026-04-20

BLOOM ENERGY CORP

New

Shares5.0K

Event2026-03-31

Filed2026-04-20

IWN

ISHARES TR

25.40%

Shares5.0K

Event2026-03-31

Filed2026-04-20

DES

WISDOMTREE TR

2.78%

Shares26.5K

Event2026-03-31

Filed2026-04-20

TPR

TAPESTRY INC

290.77%

Shares6.5K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

71.25%

Shares9.7K

Event2026-03-31

Filed2026-04-20

SOXX

ISHARES TR

14.49%

Shares2.4K

Event2026-03-31

Filed2026-04-20

BANK NEW YORK MELLON CORP

51.96%

Shares7.1K

Event2026-03-31

Filed2026-04-20

CRM

SALESFORCE INC

-1.81%

Shares5.3K

Event2026-03-31

Filed2026-04-20

CONSOLIDATED EDISON INC

52.94%

Shares8.7K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

7.68%

Shares5.9K

Event2026-03-31

Filed2026-04-20

SPYD

SPDR SERIES TRUST

217.04%

Shares20.5K

Event2026-03-31

Filed2026-04-20

SCZ

ISHARES TR

155.64%

Shares11.0K

Event2026-03-31

Filed2026-04-20

FERGUSON ENTERPRISES INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-20

ELV

ELEVANCE HEALTH INC FORMERLY

43.86%

Shares2.9K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

120.62%

Shares995

Event2026-03-31

Filed2026-04-20

EATON CORP PLC

61.59%

Shares2.3K

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

4.75%

Shares3.4K

Event2026-03-31

Filed2026-04-20

MMM

3M CO

105.07%

Shares5.7K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

20.92%

Shares4.7K

Event2026-03-31

Filed2026-04-20

CMI

CUMMINS INC

14.22%

Shares1.4K

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW

95.96%

Shares29.3K

Event2026-03-31

Filed2026-04-20

VSDA

VICTORY PORTFOLIOS II

-2.99%

Shares15.5K

Event2026-03-31

Filed2026-04-20

IBTK

ISHARES TR

40.73%

Shares43.4K

Event2026-03-31

Filed2026-04-20

STN

STANTEC INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-20

LINDE PLC

211.13%

Shares1.7K

Event2026-03-31

Filed2026-04-20

LNT

ALLIANT ENERGY CORP

88.28%

Shares11.5K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

-2.86%

Shares7.0K

Event2026-03-31

Filed2026-04-20

CTVA

CORTEVA INC

32.88%

Shares10.3K

Event2026-03-31

Filed2026-04-20

IEF

ISHARES TR

New

Shares8.5K

Event2026-03-31

Filed2026-04-20

SEIQ

SEI EXCHANGE TRADED FUNDS

2.76%

Shares20.9K

Event2026-03-31

Filed2026-04-20

AVA

AVISTA CORP

0.09%

Shares19.2K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG NV

8.47%

Shares538

Event2026-03-31

Filed2026-04-20

ICLN

ISHARES TR

2.41%

Shares40.0K

Event2026-03-31

Filed2026-04-20

BSCV

INVESCO EXCH TRD SLF IDX FD

-4.22%

Shares46.6K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL-MYERS SQUIBB CO

55.12%

Shares12.8K

Event2026-03-31

Filed2026-04-20

KROGER CO

10.03%

Shares11.2K

Event2026-03-31

Filed2026-04-20

SLV

ISHARES SILVER TR

13.58%

Shares10.4K

Event2026-03-31

Filed2026-04-20

DTE

DTE ENERGY CO

83.40%

Shares5.1K

Event2026-03-31

Filed2026-04-20

SCHM

SCHWAB STRATEGIC TR

2.91%

Shares22.3K

Event2026-03-31

Filed2026-04-20

YUM

YUM BRANDS INC

59.15%

Shares4.5K

Event2026-03-31

Filed2026-04-20

RWO

SPDR INDEX SHS FDS

-7.48%

Shares14.4K

Event2026-03-31

Filed2026-04-20

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares33.7K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

65.57%

Shares2.8K

Event2026-03-31

Filed2026-04-20

IWY

ISHARES TR

41.87%

Shares2.5K

Event2026-03-31

Filed2026-04-20

GDX

VANECK ETF TRUST

38.81%

Shares6.8K

Event2026-03-31

Filed2026-04-20

HOOD

ROBINHOOD MKTS INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-20

IBIT

ISHARES BITCOIN TRUST ETF

21.88%

Shares15.6K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

73.66%

Shares1.3K

Event2026-03-31

Filed2026-04-20

TGT

TARGET CORP

New

Shares5.3K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

11.61%

Shares18.6K

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

30.43%

Shares24.0K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

40.39%

Shares10.4K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

16.48%

Shares4.2K

Event2026-03-31

Filed2026-04-20

SPSM

SPDR SERIES TRUST

-5.74%

Shares12.4K

Event2026-03-31

Filed2026-04-20

VPU

VANGUARD WORLD FD

-12.17%

Shares3.2K

Event2026-03-31

Filed2026-04-20

UGI

UGI CORP NEW

-2.21%

Shares17.2K

Event2026-03-31

Filed2026-04-20

APA CORPORATION

New

Shares17.5K

Event2026-03-31

Filed2026-04-20

DXUV

DIMENSIONAL ETF TRUST

-2.32%

Shares9.8K

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

9.07%

Shares3.8K

Event2026-03-31

Filed2026-04-20

WPM

WHEATON PRECIOUS METALS CORP

14.91%

Shares4.0K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

77.28%

Shares4.0K

Event2026-03-31

Filed2026-04-20

VMBS

VANGUARD SCOTTSDALE FDS

0.02%

Shares12.9K

Event2026-03-31

Filed2026-04-20

EDWARDS LIFESCIENCES CORP

0.83%

Shares7.5K

Event2026-03-31

Filed2026-04-20

APD

AIR PRODUCTS AND CHEMICALS I

47.58%

Shares2.1K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

40.00%

Shares336

Event2026-03-31

Filed2026-04-20

VLUE

ISHARES TR

0.05%

Shares3.8K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

12.72%

Shares1.7K

Event2026-03-31

Filed2026-04-20

CLDX

CELLDEX THERAPEUTICS INC NEW

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-20

THC

TENET HEALTHCARE CORP

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

HCA

HCA HEALTHCARE INC

93.23%

Shares1.2K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

28.64%

Shares3.0K

Event2026-03-31

Filed2026-04-20

XBI

SPDR SERIES TRUST

3.91%

Shares4.2K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-20

IWO

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

NYF

ISHARES TR

2.70%

Shares10.6K

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORPORATION

37.22%

Shares9.3K

Event2026-03-31

Filed2026-04-20

WPC

WP CAREY INC

0.97%

Shares7.7K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

56.56%

Shares10.3K

Event2026-03-31

Filed2026-04-20

JMST

J P MORGAN EXCHANGE TRADED F

-32.71%

Shares11.1K

Event2026-03-31

Filed2026-04-20

USHY

ISHARES TR

-15.08%

Shares15.0K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

57.40%

Shares2.7K

Event2026-03-31

Filed2026-04-20

AVXL

ANAVEX LIFE SCIENCES CORP

10.87%

Shares153.0K

Event2026-03-31

Filed2026-04-20

JAVA

J P MORGAN EXCHANGE TRADED F

New

Shares7.4K

Event2026-03-31

Filed2026-04-20

PEG

PUBLIC SVC ENTERPRISE GROUP

4.18%

Shares6.8K

Event2026-03-31

Filed2026-04-20

CHUBB LTD SWITZ

92.74%

Shares1.7K

Event2026-03-31

Filed2026-04-20

PSX

PHILLIPS 66

8.42%

Shares3.5K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

126.84%

Shares524

Event2026-03-31

Filed2026-04-20

SDY

SPDR SERIES TRUST

17.14%

Shares3.7K

Event2026-03-31

Filed2026-04-20

DGCB

DIMENSIONAL ETF TRUST

New

Shares9.8K

Event2026-03-31

Filed2026-04-20

VHT

VANGUARD WORLD FD

70.37%

Shares1.9K

Event2026-03-31

Filed2026-04-20

RITM

RITHM CAPITAL CORP

New

Shares52.5K

Event2026-03-31

Filed2026-04-20

CVS

CVS HEALTH CORP

37.95%

Shares6.8K

Event2026-03-31

Filed2026-04-20

HPE

HEWLETT PACKARD ENTERPRISE C

23.69%

Shares19.9K

Event2026-03-31

Filed2026-04-20

NSC

NORFOLK SOUTHN CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-20

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares8.7K

Event2026-03-31

Filed2026-04-20

SMMU

PIMCO ETF TR

-2.80%

Shares10.3K

Event2026-03-31

Filed2026-04-20

PCT

PURECYCLE TECHNOLOGIES INC

17.43%

Shares77.0K

Event2026-03-31

Filed2026-04-20

CEG

CONSTELLATION ENERGY CORP

13.72%

Shares1.7K

Event2026-03-31

Filed2026-04-20

DLS

WISDOMTREE TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

38.71%

Shares2.1K

Event2026-03-31

Filed2026-04-20

FORD MTR CO

14.09%

Shares39.9K

Event2026-03-31

Filed2026-04-20

MCK

MCKESSON CORP

71.59%

Shares592

Event2026-03-31

Filed2026-04-20

PFG

PRINCIPAL FINANCIAL GROUP IN

-9.14%

Shares5.3K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

-16.98%

Shares18.3K

Event2026-03-31

Filed2026-04-20

DRI

DARDEN RESTAURANTS INC

4.36%

Shares2.4K

Event2026-03-31

Filed2026-04-20

OLED

UNIVERSAL DISPLAY CORP

128.82%

Shares4.9K

Event2026-03-31

Filed2026-04-20

HSY

HERSHEY CO

3.22%

Shares2.5K

Event2026-03-31

Filed2026-04-20

ZION

ZIONS BANCORPORATION NATL AS

0.57%

Shares7.5K

Event2026-03-31

Filed2026-04-20

DFCA

DIMENSIONAL ETF TRUST

25.21%

Shares9.3K

Event2026-03-31

Filed2026-04-20

AFL

AFLAC INC

58.84%

Shares4.0K

Event2026-03-31

Filed2026-04-20

NIC

NICOLET BANKSHARES INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-20

MGK

VANGUARD WORLD FD

71.16%

Shares1.1K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

AVXC

AMERICAN CENTY ETF TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-20

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-0.17%

Shares18.6K

Event2026-03-31

Filed2026-04-20

NVS

NOVARTIS AG

29.82%

Shares2.9K

Event2026-03-31

Filed2026-04-20

ENB

ENBRIDGE INC

New

Shares8.3K

Event2026-03-31

Filed2026-04-20

FLRN

SPDR SERIES TRUST

-2.46%

Shares14.1K

Event2026-03-31

Filed2026-04-20

FELC

FIDELITY COVINGTON TRUST

1.23%

Shares10.9K

Event2026-03-31

Filed2026-04-20

SHV

ISHARES TR

-38.50%

Shares3.9K

Event2026-03-31

Filed2026-04-20

OMFS

INVESCO EXCH TRD SLF IDX FD

-9.82%

Shares8.6K

Event2026-03-31

Filed2026-04-20

CRH PLC

New

Shares3.6K

Event2026-03-31

Filed2026-04-20

VST

VISTRA CORP

1.35%

Shares2.6K

Event2026-03-31

Filed2026-04-20

WMB

WILLIAMS COS INC

19.47%

Shares5.9K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

New

Shares886

Event2026-03-31

Filed2026-04-20

FNDF

SCHWAB STRATEGIC TR

9.47%

Shares8.0K

Event2026-03-31

Filed2026-04-20

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-20

AEE

AMEREN CORP

10.72%

Shares3.6K

Event2026-03-31

Filed2026-04-20

KKR & CO INC

-0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-20

BOTZ

GLOBAL X FDS

51.29%

Shares10.8K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

27.37%

Shares5.5K

Event2026-03-31

Filed2026-04-20

TRV

TRAVELERS COMPANIES INC

51.93%

Shares1.3K

Event2026-03-31

Filed2026-04-20

VGSR

MANAGER DIRECTED PORTFOLIOS

2.55%

Shares35.4K

Event2026-03-31

Filed2026-04-20

OXY

OCCIDENTAL PETE CORP

5.57%

Shares7.4K

Event2026-03-31

Filed2026-04-20

TFLO

ISHARES TR

New

Shares7.9K

Event2026-03-31

Filed2026-04-20

EUSB

ISHARES TR

New

Shares9.1K

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

22.69%

Shares1.4K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

SLV Call CallISHARES SILVER TR1.9K sharesnew addition2026-03-312026-04-20

XLE Call CallSELECT SECTOR SPDR TR1.5K sharesnew addition2026-03-312026-04-20

PALL Call CallABRDN PALLADIUM ETF TRUST400 sharesnew addition2026-03-312026-04-20

ENVX Call CallENOVIX CORPORATION3.3K sharesnew addition2026-03-312026-04-20

EOSE Call CallEOS ENERGY ENTERPRISES INC3.0K sharesnew addition2026-03-312026-04-20

SLV Call

ISHARES SILVER TR

New

Shares1.9K

Event2026-03-31

Filed2026-04-20

XLE Call

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

PALL Call

ABRDN PALLADIUM ETF TRUST

New

Shares400

Event2026-03-31

Filed2026-04-20

ENVX Call

ENOVIX CORPORATION

New

Shares3.3K

Event2026-03-31

Filed2026-04-20

EOSE Call

EOS ENERGY ENTERPRISES INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

Put Option Holdings

AAPL Put PutAPPLE INC4.0K sharesnew addition2026-03-312026-04-20

XLF Put PutSELECT SECTOR SPDR TR2.2K sharesnew addition2026-03-312026-04-20

TSLA Put PutTESLA INC100 sharesnew addition2026-03-312026-04-20

AAPL Put

APPLE INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-20

XLF Put

SELECT SECTOR SPDR TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-20

TSLA Put

TESLA INC

New

Shares100

Event2026-03-31

Filed2026-04-20