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The Analysis of Aprio Wealth Management, LLC's Holdings & P&L

Currently, Aprio Wealth Management, LLC holds 613 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VIG (+90.3K shares, valued at $19.4M), MCD (+41.1K shares, valued at $12.8M), MSFT (+18.7K shares, valued at $6.9M); decreased their positions in N/A (-221.3K shares, valued at $11.7M), SUSA (-15.1K shares, valued at $2.0M), EMXC (-20.5K shares, valued at $1.6M); initiated new positions in IWB (+3.0K shares, valued at $1.1M), SCHF (+42.5K shares, valued at $1.1M), JQUA (+14.9K shares, valued at $911.0K).

1M P&L

+32.9M+2.01%

3M P&L

+31.9M+1.95%

HY P&L

+127.7M+8.30%

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

Top Holding Treemap

Top Industries by Value

1N/A1.3B

77.7%

2Software - Infrastructure32.0M

2.0%

3Semiconductors29.6M

1.8%

Top Industries by Stock Count

1N/A194 stocks

39.2%

2Banks - Regional19 stocks

3.8%

3Banks - Diversified16 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUHP DIMENSIONAL ETF TRUST2.5M shares-0.24%2026-03-312026-05-11

DIHP DIMENSIONAL ETF TRUST2.4M shares1.54%2026-03-312026-05-11

CGBL CAPITAL GROUP CORE BALANCED1.9M shares5.38%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF1.5M shares12.54%2026-03-312026-05-11

EMXC ISHARES INC644.7K shares-3.09%2026-03-312026-05-11

VCRM VANGUARD MUN BD FDS631.1K shares9.01%2026-03-312026-05-11

COWZ PACER FDS TR717.2K shares1.86%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT1.3M shares1.26%2026-03-312026-05-11

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TDIV FIRST TR EXCHANGE TRADED FD388.9K shares3.26%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR433.8K shares9.80%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR660.5K shares6.92%2026-03-312026-05-11

PYLD PIMCO ETF TR1.2M shares10.45%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED F326.6K shares4.27%2026-03-312026-05-11

CGCB CAPITAL GRP FIXED INCM ETF T952.1K shares-1.81%2026-03-312026-05-11

AAPL APPLE INC97.6K shares2.23%2026-03-312026-05-11

CGMU CAPITAL GRP FIXED INCM ETF T906.1K shares11.81%2026-03-312026-05-11

Sponsored

TOLZ PROSHARES TR386.5K shares-3.68%2026-03-312026-05-11

MTBA SIMPLIFY EXCHANGE TRADED FUN463.3K shares3.57%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR410.5K shares5.92%2026-03-312026-05-11

GRID FIRST TR EXCHANGE-TRADED FD132.1K shares21.09%2026-03-312026-05-11

CGCP CAPITAL GRP FIXED INCM ETF T960.2K shares4.38%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T32.7K shares-3.55%2026-03-312026-05-11

IDGT ISHARES TR210.4K shares22.70%2026-03-312026-05-11

MSFT MICROSOFT CORP55.5K shares51.06%2026-03-312026-05-11

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VIG VANGUARD SPECIALIZED FUNDS91.7K shares6682.03%2026-03-312026-05-11

HGER HARBOR ETF TRUST622.8K shares4.07%2026-03-312026-05-11

CGHM CAPITAL GRP FIXED INCM ETF T719.2K shares11.59%2026-03-312026-05-11

TEQI T ROWE PRICE ETF INC401.7K shares2.41%2026-03-312026-05-11

TCAF T ROWE PRICE ETF INC506.1K shares6.56%2026-03-312026-05-11

NVDA NVIDIA CORPORATION101.8K shares14.18%2026-03-312026-05-11

REZ ISHARES TR206.9K shares11.45%2026-03-312026-05-11

UTES ETFIS SER TR I215.2K shares8.27%2026-03-312026-05-11

Sponsored

JPSE J P MORGAN EXCHANGE TRADED F316.6K shares2.02%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS306.3K shares69.76%2026-03-312026-05-11

MCD MCDONALDS CORP44.8K shares1110.78%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F265.4K shares92.64%2026-03-312026-05-11

FHLC FIDELITY COVINGTON TRUST186.2K shares34.80%2026-03-312026-05-11

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO246.3K shares-47.32%2026-03-312026-05-11

AMZN AMAZON COM INC57.7K shares4.56%2026-03-312026-05-11

ALPHABET INC ALPHABET INC38.9K shares2.91%2026-03-312026-05-11

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DBND DOUBLELINE ETF TRUST230.8K shares4.12%2026-03-312026-05-11

XC WISDOMTREE TR321.7K shares8.44%2026-03-312026-05-11

IVV ISHARES TR15.1K shares18.40%2026-03-312026-05-11

BROADCOM INC BROADCOM INC30.9K shares14.67%2026-03-312026-05-11

IGF ISHARES TR140.0K shares26.12%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.6K shares-3.68%2026-03-312026-05-11

DGRO ISHARES TR130.8K shares5.20%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR15.7K shares4.26%2026-03-312026-05-11

Sponsored

MINT PIMCO ETF TR88.4K shares66.19%2026-03-312026-05-11

AVSC AMERICAN CENTY ETF TR136.1K shares4.94%2026-03-312026-05-11

ALPHABET INC ALPHABET INC28.9K shares0.72%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F132.3K shares6.54%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO25.4K shares-1.12%2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR149.6K shares72.83%2026-03-312026-05-11

CGNG CAPITAL GROUP NEW GEOGRAPHY220.5K shares18.42%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE155.8K shares4.20%2026-03-312026-05-11

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TSM TAIWAN SEMICONDUCTOR MANUFAC19.6K shares16.70%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS10.9K shares12.67%2026-03-312026-05-11

LLY ELI LILLY & CO6.9K shares83.44%2026-03-312026-05-11

SDVY FIRST TR EXCHANGE TRADED FD160.8K shares-3.47%2026-03-312026-05-11

XOM EXXON MOBIL CORP36.7K shares-0.39%2026-03-312026-05-11

IEFA ISHARES TR68.3K shares-3.95%2026-03-312026-05-11

CSCO CISCO SYS INC77.5K shares-1.20%2026-03-312026-05-11

IWD ISHARES TR27.7K shares6.64%2026-03-312026-05-11

Sponsored

VOT VANGUARD INDEX FDS23.0K shares-7.53%2026-03-312026-05-11

HDEF DBX ETF TR180.8K shares5.41%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST150.5K shares7.91%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION5.8K shares8.33%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS63.4K shares-10.84%2026-03-312026-05-11

CVX CHEVRON CORPORATION26.6K shares165.35%2026-03-312026-05-11

WMT WALMART INC44.0K shares33.53%2026-03-312026-05-11

META META PLATFORMS INC9.5K shares1.14%2026-03-312026-05-11

Sponsored

IWF ISHARES TR12.6K shares5.20%2026-03-312026-05-11

IJH ISHARES TR79.0K shares-5.80%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON21.7K shares42.93%2026-03-312026-05-11

TUA SIMPLIFY EXCHANGE TRADED FUN233.1K shares-21.14%2026-03-312026-05-11

TSLA TESLA INC12.6K shares1.87%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR42.2K shares3.05%2026-03-312026-05-11

HD HOME DEPOT INC13.9K shares16.30%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares-14.29%2026-03-312026-05-11

Sponsored

MERCK & CO INC MERCK & CO INC35.7K shares2.87%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO70.5K shares36.43%2026-03-312026-05-11

SOXX ISHARES TR12.8K shares16.11%2026-03-312026-05-11

CGGE CAPITAL GROUP GLOBAL EQUITY129.4K shares0.06%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF102.7K shares92.97%2026-03-312026-05-11

VTI VANGUARD INDEX FDS12.2K shares-9.39%2026-03-312026-05-11

V VISA INC12.6K shares-4.21%2026-03-312026-05-11

FTSM FIRST TR EXCHANGE-TRADED FD62.6K shares-4.92%2026-03-312026-05-11

Sponsored

KO COCA COLA CO47.0K shares20.41%2026-03-312026-05-11

DFAR DIMENSIONAL ETF TRUST144.8K shares-2.36%2026-03-312026-05-11

VO VANGUARD INDEX FDS11.8K shares938.05%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC9.6K shares25.82%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.8K shares6.41%2026-03-312026-05-11

PFF ISHARES TR101.6K shares2.55%2026-03-312026-05-11

GLW CORNING INC22.3K shares11.29%2026-03-312026-05-11

CGGO CAPITAL GROUP GBL GROWTH EQT85.5K shares-0.27%2026-03-312026-05-11

Sponsored

GLD SPDR GOLD TR6.4K shares-3.92%2026-03-312026-05-11

BAC BANK AMERICA CORP56.1K shares-1.98%2026-03-312026-05-11

AVRE AMERICAN CENTY ETF TR60.5K shares-1.19%2026-03-312026-05-11

EYLD CAMBRIA ETF TR64.2K shares6.14%2026-03-312026-05-11

RTX RTX CORPORATION13.6K shares1.78%2026-03-312026-05-11

PG PROCTER & GAMBLE CO17.8K shares53.91%2026-03-312026-05-11

NFLX NETFLIX INC.26.0K shares-5.84%2026-03-312026-05-11

TCHP T ROWE PRICE ETF INC56.1K shares0.25%2026-03-312026-05-11

Sponsored

IWR ISHARES TR24.9K shares535.66%2026-03-312026-05-11

SUSA ISHARES TR18.1K shares-45.34%2026-03-312026-05-11

ASML ASML HLDG NV1.8K shares13.71%2026-03-312026-05-11

ATR APTARGROUP INC18.5K shares-0.63%2026-03-312026-05-11

CGIC CAPITAL GROUP INTERNATIONAL70.1K shares8.55%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR75.5K shares-4.68%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC45.9K shares29.95%2026-03-312026-05-11

IHAK ISHARES TR52.6K shares-1.37%2026-03-312026-05-11

Sponsored

HYMB SPDR SERIES TRUST91.6K shares3.60%2026-03-312026-05-11

ABBV ABBVIE INC10.3K shares-1.52%2026-03-312026-05-11

T AT&T INC77.0K shares27.08%2026-03-312026-05-11

GILD GILEAD SCIENCES INC15.9K shares29.53%2026-03-312026-05-11

PEP PEPSICO INC14.0K shares39.18%2026-03-312026-05-11

MA MASTERCARD INCORPORATED4.3K shares-9.98%2026-03-312026-05-11

CAT CATERPILLAR INC3.1K shares11.00%2026-03-312026-05-11

COP CONOCOPHILLIPS16.0K shares5.25%2026-03-312026-05-11

Sponsored

SO SOUTHERN CO21.7K shares5.82%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST29.4K shares0.44%2026-03-312026-05-11

MEAR ISHARES U S ETF TR41.2K shares1.94%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC12.5K shares43.44%2026-03-312026-05-11

VSDM VANGUARD MUN BD FDS26.9K shares0.00%2026-03-312026-05-11

WM WASTE MGMT INC DEL8.8K shares34.87%2026-03-312026-05-11

JMST J P MORGAN EXCHANGE TRADED F39.6K shares0.00%2026-03-312026-05-11

AMAT APPLIED MATLS INC5.9K shares13.98%2026-03-312026-05-11

Sponsored

VEA VANGUARD TAX-MANAGED FDS30.6K shares52.07%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC2.3K shares7.70%2026-03-312026-05-11

VHT VANGUARD WORLD FD7.0K shares0.09%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.6K shares31.60%2026-03-312026-05-11

VUG VANGUARD INDEX FDS4.3K shares34.84%2026-03-312026-05-11

EFV ISHARES TR25.5K shares9.80%2026-03-312026-05-11

RY ROYAL BK CDA11.4K shares2.71%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC16.2K shares17.33%2026-03-312026-05-11

Sponsored

PLTR PALANTIR TECHNOLOGIES INC12.4K shares19.46%2026-03-312026-05-11

IVW ISHARES TR15.8K shares0.94%2026-03-312026-05-11

IEMG ISHARES INC25.1K shares-5.71%2026-03-312026-05-11

AGG ISHARES TR17.6K shares60.32%2026-03-312026-05-11

HSBC HSBC HLDGS PLC20.4K shares3.17%2026-03-312026-05-11

VOX VANGUARD WORLD FD9.3K shares-7.02%2026-03-312026-05-11

MO ALTRIA GROUP INC25.1K shares-5.55%2026-03-312026-05-11

CGMM CAPITAL GROUP EQUITY ETF TR55.8K shares36.91%2026-03-312026-05-11

Sponsored

IGSB ISHARES TR30.9K shares-8.70%2026-03-312026-05-11

ORCL ORACLE CORP10.7K shares4.47%2026-03-312026-05-11

WFC WELLS FARGO & CO19.4K shares70.58%2026-03-312026-05-11

VB VANGUARD INDEX FDS5.9K shares45.86%2026-03-312026-05-11

TJX TJX COS INC NEW9.5K shares15.85%2026-03-312026-05-11

NCDL NUVEEN CHURCHILL DIRECT LEND116.4K shares1.18%2026-03-312026-05-11

IYW ISHARES TR8.1K shares14.71%2026-03-312026-05-11

QCOM QUALCOMM INC11.0K shares82.23%2026-03-312026-05-11

Sponsored

ABT ABBOTT LABORATORIES13.7K shares-6.82%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS5.6K shares16.84%2026-03-312026-05-11

IWM ISHARES TR5.4K shares0.35%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP6.3K shares16.38%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR51.0K shares383.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC15.0K shares-10.10%2026-03-312026-05-11

PPA INVESCO EXCHANGE TRADED FD T7.8K shares-4.87%2026-03-312026-05-11

SHEL SHELL PLC13.9K shares59.35%2026-03-312026-05-11

Sponsored

PLD PROLOGIS INC.9.7K shares19.21%2026-03-312026-05-11

UNP UNION PAC CORP5.3K shares14.29%2026-03-312026-05-11

ESGD ISHARES TR13.3K shares-0.35%2026-03-312026-05-11

NVS NOVARTIS AG8.3K shares13.23%2026-03-312026-05-11

IJR ISHARES TR10.1K shares137.39%2026-03-312026-05-11

PHM PULTE GROUP INC10.7K shares-0.98%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS15.9K shares207.72%2026-03-312026-05-11

MS MORGAN STANLEY7.5K shares7.69%2026-03-312026-05-11

Sponsored

PFE PFIZER INC43.8K shares27.76%2026-03-312026-05-11

IUSB ISHARES TR26.5K shares-10.15%2026-03-312026-05-11

DIS DISNEY WALT CO12.6K shares5.39%2026-03-312026-05-11

LOW LOWES COS INC5.1K shares15.70%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC20.7K shares0.01%2026-03-312026-05-11

SLV ISHARES SILVER TR17.7K shares4.63%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F26.0K shares9.82%2026-03-312026-05-11

AMGN AMGEN INC3.4K shares12.49%2026-03-312026-05-11

Sponsored

AMD ADVANCED MICRO DEVICES INC5.8K shares16.63%2026-03-312026-05-11

IJK ISHARES TR11.6K shares0.03%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP1.3K shares22.00%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR8.8K shares-2.15%2026-03-312026-05-11

DE DEERE & CO2.1K shares23.37%2026-03-312026-05-11

OAKM HARRIS OAKMARK ETF TRUST42.0K shares1.69%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO3.8K shares13.07%2026-03-312026-05-11

EQIX EQUINIX INC1.2K shares269.43%2026-03-312026-05-11

Sponsored

SCHG SCHWAB STRATEGIC TR38.8K shares-6.23%2026-03-312026-05-11

SBUX STARBUCKS CORP12.6K shares230.39%2026-03-312026-05-11

HON HONEYWELL INTL INC5.0K shares41.92%2026-03-312026-05-11

NEE NEXTERA ENERGY INC12.0K shares8.67%2026-03-312026-05-11

EMLP FIRST TR EXCHANGE-TRADED FD25.4K shares0.36%2026-03-312026-05-11

SHG SHINHAN FINANCIAL GROUP CO L18.1K shares1.54%2026-03-312026-05-11

ESGU ISHARES TR7.8K shares-9.45%2026-03-312026-05-11

VTV VANGUARD INDEX FDS5.6K shares37.49%2026-03-312026-05-11

Sponsored

DVY ISHARES TR7.2K shares0.63%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.2K shares8.29%2026-03-312026-05-11

ALL ALLSTATE CORP5.2K shares5.96%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 401.7K shares5.50%2026-03-312026-05-11

ADI ANALOG DEVICES INC3.3K shares7.01%2026-03-312026-05-11

IWB ISHARES TR3.0K sharesnew addition2026-03-312026-05-11

VLO VALERO ENERGY CORP4.3K shares4.00%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR42.5K sharesnew addition2026-03-312026-05-11

Sponsored

QUAL ISHARES TR5.5K shares-7.67%2026-03-312026-05-11

EMR EMERSON ELEC CO8.0K shares29.81%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP11.1K shares0.74%2026-03-312026-05-11

IWV ISHARES TR2.7K shares0.00%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC6.3K shares49.45%2026-03-312026-05-11

CRM SALESFORCE INC5.4K shares35.53%2026-03-312026-05-11

CMCSA COMCAST CORP NEW34.9K shares104.34%2026-03-312026-05-11

KB KB FINL GROUP INC10.0K shares-1.82%2026-03-312026-05-11

Sponsored

CGSM CAPITAL GRP FIXED INCM ETF T38.0K shares1.88%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC2.8K shares8.71%2026-03-312026-05-11

USFR WISDOMTREE TR19.7K shares16.40%2026-03-312026-05-11

APH AMPHENOL CORP7.8K shares4.37%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC7.5K shares4.93%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR8.8K shares1.93%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP1.6K shares49.25%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC2.0K shares13.61%2026-03-312026-05-11

Sponsored

WELL WELLTOWER INC4.9K shares23.79%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION7.3K shares0.59%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW36.6K shares-34.75%2026-03-312026-05-11

GEV GE VERNOVA INC1.1K shares95.16%2026-03-312026-05-11

FDX FEDEX CORP2.7K shares21.89%2026-03-312026-05-11

KLAC KLA CORP638 shares20.60%2026-03-312026-05-11

VALE VALE S A58.9K shares7.51%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW2.9K shares16.15%2026-03-312026-05-11

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN5.9K shares10.32%2026-03-312026-05-11

FEM FIRST TR EXCH TRD ALPHDX FD31.1K shares0.03%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO10.8K shares120.47%2026-03-312026-05-11

TAXF AMERICAN CENTY ETF TR18.2K shares0.00%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F14.9K sharesnew addition2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC4.6K sharesnew addition2026-03-312026-05-11

COF CAPITAL ONE FINL CORP4.9K shares-24.46%2026-03-312026-05-11

AMT AMERICAN TOWER CORP5.2K shares77.73%2026-03-312026-05-11

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XCEM COLUMBIA ETF TR II21.0K sharesnew addition2026-03-312026-05-11

BA BOEING CO4.3K shares23.63%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE3.0K shares82.78%2026-03-312026-05-11

USIG ISHARES TR16.7K sharesnew addition2026-03-312026-05-11

IBB ISHARES TR4.9K shares-11.58%2026-03-312026-05-11

EXPE EXPEDIA GROUP INC3.6K shares68.09%2026-03-312026-05-11

EAGG ISHARES TR17.4K shares-7.65%2026-03-312026-05-11

MPC MARATHON PETE CORP3.4K shares5.87%2026-03-312026-05-11

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VCIT VANGUARD SCOTTSDALE FDS9.9K shares19.64%2026-03-312026-05-11

HCA HCA HEALTHCARE INC1.7K shares19.33%2026-03-312026-05-11

TOTL SSGA ACTIVE ETF TR20.0K sharesnew addition2026-03-312026-05-11

WF WOORI FINL GROUP INC11.9K shares2.06%2026-03-312026-05-11

IVE ISHARES TR3.7K shares3.56%2026-03-312026-05-11

EFA ISHARES TR7.9K shares8.35%2026-03-312026-05-11

RSG REPUBLIC SVCS INC3.5K shares211.17%2026-03-312026-05-11

IBDS ISHARES TR31.6K sharesnew addition2026-03-312026-05-11

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CMI CUMMINS INC1.4K shares19.61%2026-03-312026-05-11

SPGI S&P GLOBAL INC1.8K shares-6.19%2026-03-312026-05-11

IWN ISHARES TR4.0K shares-0.10%2026-03-312026-05-11

MFC MANULIFE FINL CORP21.9K shares-1.73%2026-03-312026-05-11

HAL HALLIBURTON CO19.2K shares28.82%2026-03-312026-05-11

MUFG MITSUBISHI UFJ FINANCIAL GRO43.9K shares7.35%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC12.8K shares144.25%2026-03-312026-05-11

TIMB TIM S A27.8K shares-0.41%2026-03-312026-05-11

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MGK VANGUARD WORLD FD2.0K shares117.99%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS9.2K shares17.00%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO3.3K shares7.51%2026-03-312026-05-11

IBDR ISHARES TR29.5K sharesnew addition2026-03-312026-05-11

LINDE PLC LINDE PLC1.4K shares83.08%2026-03-312026-05-11

IBDT ISHARES TR28.2K sharesnew addition2026-03-312026-05-11

IBDU ISHARES TR30.6K sharesnew addition2026-03-312026-05-11

IBDV ISHARES TR32.5K sharesnew addition2026-03-312026-05-11

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FOXA FOX CORP12.1K shares-18.05%2026-03-312026-05-11

RIO RIO TINTO PLC7.5K shares77.75%2026-03-312026-05-11

SUSC ISHARES TR30.3K shares0.75%2026-03-312026-05-11

TFI SPDR SERIES TRUST15.4K shares-11.41%2026-03-312026-05-11

ECL ECOLAB INC2.6K shares-0.46%2026-03-312026-05-11

ENB ENBRIDGE INC12.8K shares30.51%2026-03-312026-05-11

WRB BERKLEY W R CORP10.4K shares-1.86%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC6.0K shares3.81%2026-03-312026-05-11

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IVLU ISHARES TR17.3K shares0.00%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC705 shares-1.40%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.5K shares-19.90%2026-03-312026-05-11

DB DEUTSCHE BK AG22.6K shares-6.90%2026-03-312026-05-11

IAI ISHARES TR4.1K shares-14.37%2026-03-312026-05-11

SHOP SHOPIFY INC5.6K shares-1.60%2026-03-312026-05-11

PSX PHILLIPS 663.6K shares103.02%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC2.3K shares2.35%2026-03-312026-05-11

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INTU INTUIT1.5K shares28.84%2026-03-312026-05-11

BHP BHP BILLITON LIMITED9.0K shares20.17%2026-03-312026-05-11

IRM IRON MTN INC DEL6.4K shares18.46%2026-03-312026-05-11

BBVA BANCO BILBAO VIZCAYA ARGENTA29.9K shares3.30%2026-03-312026-05-11

ROK ROCKWELL AUTOMATION INC1.8K shares197.19%2026-03-312026-05-11

DHI D R HORTON INC4.7K shares26.41%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC152 shares35.71%2026-03-312026-05-11

ETR ENTERGY CORP NEW5.7K shares19.76%2026-03-312026-05-11

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OEF ISHARES TR2.0K shares2.01%2026-03-312026-05-11

CSX CSX CORP15.3K shares8.74%2026-03-312026-05-11

SLB SLB LIMITED12.2K shares16.79%2026-03-312026-05-11

ING ING GROEP N.V.24.1K shares3.56%2026-03-312026-05-11

VIV TELEFONICA BRASIL SA39.4K shares-0.65%2026-03-312026-05-11

TXN TEXAS INSTRS INC3.2K shares34.19%2026-03-312026-05-11

IMO IMPERIAL OIL LTD4.8K shares-2.62%2026-03-312026-05-11

CB CHUBB LTD SWITZ1.9K shares2.20%2026-03-312026-05-11

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GFI GOLD FIELDS LTD13.7K shares2.88%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC2.4K shares42.69%2026-03-312026-05-11

VODAFONE GROUP PLC VODAFONE GROUP PLC40.9K shares-8.36%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares-34.51%2026-03-312026-05-11

EME EMCOR GROUP INC824 shares30.38%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC1.5K shares3.63%2026-03-312026-05-11

JIRE J P MORGAN EXCHANGE TRADED F7.9K sharesnew addition2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST16.8K sharesnew addition2026-03-312026-05-11

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UBER UBER TECHNOLOGIES INC8.2K shares38.30%2026-03-312026-05-11

BGRN ISHARES TR12.3K shares0.24%2026-03-312026-05-11

NULG NUSHARES ETF TR6.4K shares1.11%2026-03-312026-05-11

URI UNITED RENTALS INC796 shares70.45%2026-03-312026-05-11

KGC KINROSS GOLD CORP19.0K shares0.70%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC6.3K shares2.51%2026-03-312026-05-11

JIVE J P MORGAN EXCHANGE TRADED F6.7K shares8.04%2026-03-312026-05-11

DAL DELTA AIR LINES INC8.6K shares74.79%2026-03-312026-05-11

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TFC TRUIST FINL CORP12.4K shares-3.41%2026-03-312026-05-11

SPYG SPDR SERIES TRUST5.8K shares-5.91%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.0K shares0.03%2026-03-312026-05-11

O REALTY INCOME CORP9.3K shares16.94%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC4.6K shares42.83%2026-03-312026-05-11

OKE ONEOK INC NEW6.2K shares36.98%2026-03-312026-05-11

NOW SERVICENOW INC5.4K shares24.58%2026-03-312026-05-11

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC22.9K shares0.00%2026-03-312026-05-11

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AVEM AMERICAN CENTY ETF TR6.9K shares29.48%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR6.5K shares4.33%2026-03-312026-05-11

SAN BANCO SANTANDER SA49.0K shares1.35%2026-03-312026-05-11

SYF SYNCHRONY FINANCIAL8.1K shares64.17%2026-03-312026-05-11

TLT ISHARES TR6.3K shares15.85%2026-03-312026-05-11

NRG NRG ENERGY INC3.7K shares145.93%2026-03-312026-05-11

VGT VANGUARD WORLD FD771 shares2.25%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP5.6K shares124.40%2026-03-312026-05-11

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EOG EOG RES INC3.7K sharesnew addition2026-03-312026-05-11

XEL XCEL ENERGY INC6.7K shares-12.88%2026-03-312026-05-11

CME CME GROUP INC1.8K shares20.35%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP776 shares16.34%2026-03-312026-05-11

CTSH COGNIZANT TECHNOLOGY SOLUTIO8.6K shares-35.09%2026-03-312026-05-11

AFL AFLAC INC4.8K shares-5.65%2026-03-312026-05-11

BSCR INVESCO EXCH TRD SLF IDX FD26.7K shares29.18%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS5.6K sharesnew addition2026-03-312026-05-11

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ICSH ISHARES TR10.3K shares-5.64%2026-03-312026-05-11

BIIB BIOGEN INC2.9K shares46.15%2026-03-312026-05-11

FER FERROVIAL SE8.0K shares15.05%2026-03-312026-05-11

MLM MARTIN MARIETTA MATLS INC883 shares2.08%2026-03-312026-05-11

LYG LLOYDS BANKING GROUP PLC103.1K shares0.53%2026-03-312026-05-11

DHR DANAHER CORP DEL2.7K shares-6.78%2026-03-312026-05-11

HIG HARTFORD INSURANCE GROUP INC3.8K shares7.01%2026-03-312026-05-11

ITB ISHARES TR5.6K shares0.25%2026-03-312026-05-11

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CENCORA INC CENCORA INC1.6K shares-1.88%2026-03-312026-05-11

PBR PETROLEO BRASILEIRO S A24.5K shares22.88%2026-03-312026-05-11

EFG ISHARES TR4.5K shares2.20%2026-03-312026-05-11

TD TORONTO DOMINION BK ONT5.4K shares8.35%2026-03-312026-05-11

CNI CANADIAN NATL RY CO4.9K shares29.67%2026-03-312026-05-11

TOTALENERGIES SE TOTALENERGIES SE5.5K shares2.21%2026-03-312026-05-11

BSCS INVESCO EXCH TRD SLF IDX FD24.4K shares30.96%2026-03-312026-05-11

NYT NEW YORK TIMES CO MTN BE6.0K shares27.55%2026-03-312026-05-11

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BSCU INVESCO EXCH TRD SLF IDX FD29.6K shares45.53%2026-03-312026-05-11

BAP CREDICORP LTD1.5K shares3.62%2026-03-312026-05-11

USB US BANCORP9.5K shares41.18%2026-03-312026-05-11

NEM NEWMONT CORP4.6K shares30.07%2026-03-312026-05-11

WMB WILLIAMS COS INC6.8K sharesnew addition2026-03-312026-05-11

INTC INTEL CORP11.2K shares1.01%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.3K shares26.02%2026-03-312026-05-11

MMM 3M CO3.4K shares-6.98%2026-03-312026-05-11

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BK BANK NEW YORK MELLON CORP4.1K shares3.85%2026-03-312026-05-11

NET CLOUDFLARE INC2.4K shares32.34%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND1.0K shares1.17%2026-03-312026-05-11

PWR QUANTA SVCS INC877 shares18.35%2026-03-312026-05-11

TMUS T-MOBILE US INC2.3K shares69.90%2026-03-312026-05-11

ADBE ADOBE INC2.0K shares-5.49%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC1.7K shares64.63%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.1K shares19.98%2026-03-312026-05-11

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UBS UBS GROUP AG12.1K shares6.87%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F8.7K shares78.58%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC8.0K sharesnew addition2026-03-312026-05-11

IOO ISHARES TR3.9K shares2.32%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP1.8K shares71.75%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN2.3K shares18.44%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC2.6K sharesnew addition2026-03-312026-05-11

VRT VERTIV HOLDINGS CO1.9K shares41.57%2026-03-312026-05-11

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BIV VANGUARD BD INDEX FDS6.0K shares-32.67%2026-03-312026-05-11

EIX EDISON INTL6.3K shares25.69%2026-03-312026-05-11

BSCT INVESCO EXCH TRD SLF IDX FD24.8K shares34.16%2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN5.1K shares8.84%2026-03-312026-05-11

F FORD MTR CO40.0K shares73.23%2026-03-312026-05-11

CBRE CBRE GROUP INC3.4K shares-21.15%2026-03-312026-05-11

BP BP PLC9.8K shares3.12%2026-03-312026-05-11

DVN DEVON ENERGY CORP NEW9.1K shares28.89%2026-03-312026-05-11

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SYK STRYKER CORPORATION1.4K shares13.69%2026-03-312026-05-11

AWK AMERICAN WTR WKS CO INC NEW3.3K sharesnew addition2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST8.6K sharesnew addition2026-03-312026-05-11

ES EVERSOURCE ENERGY6.5K shares60.54%2026-03-312026-05-11

YUM YUM BRANDS INC2.9K shares65.04%2026-03-312026-05-11

QXO QXO INC22.9K shares24.12%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC7.7K shares-19.53%2026-03-312026-05-11

STT STATE STR CORP3.5K shares20.11%2026-03-312026-05-11

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BCS BARCLAYS PLC20.7K shares0.61%2026-03-312026-05-11

ADSK AUTODESK INC1.8K shares-0.33%2026-03-312026-05-11

PDX PIMCO DYNAMIC INCOME STRATEG19.8K shares-30.66%2026-03-312026-05-11

AHR AMERICAN HEALTHCARE REIT INC9.2K sharesnew addition2026-03-312026-05-11

MTUM ISHARES TR1.8K shares112.98%2026-03-312026-05-11

IBHF ISHARES TR18.7K shares-18.85%2026-03-312026-05-11

SUSB ISHARES TR17.1K shares-9.62%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC2.5K shares40.17%2026-03-312026-05-11

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GSK PLC GSK PLC7.7K shares11.11%2026-03-312026-05-11

SONY SONY GROUP CORP20.4K shares-28.19%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO1.6K shares90.43%2026-03-312026-05-11

EEM ISHARES TR7.4K shares32.53%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR8.5K shares-0.26%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP9.0K shares19.72%2026-03-312026-05-11

MCO MOODYS CORP959 shares-7.88%2026-03-312026-05-11

QQQI NEOS ETF TRUST8.4K shares27.60%2026-03-312026-05-11

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CBOE CBOE GLOBAL MKTS INC1.5K shares2.21%2026-03-312026-05-11

CVS CVS HEALTH CORP5.8K shares10.82%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC901 shares-3.22%2026-03-312026-05-11

RELX RELX PLC12.4K shares102.98%2026-03-312026-05-11

AIG AMERICAN INTL GROUP INC5.5K shares-7.04%2026-03-312026-05-11

CAH CARDINAL HEALTH INC1.9K shares-0.82%2026-03-312026-05-11

FE FIRSTENERGY CORP8.1K shares25.83%2026-03-312026-05-11

LDOS LEIDOS HOLDINGS INC2.6K shares-0.38%2026-03-312026-05-11

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VONG VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-05-11

IUSV ISHARES TR3.9K shares-50.29%2026-03-312026-05-11

OMC OMNICOM GROUP INC5.3K sharesnew addition2026-03-312026-05-11

D DOMINION ENERGY INC6.4K shares-1.60%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC1.1K sharesnew addition2026-03-312026-05-11

FTNT FORTINET INC4.8K shares34.54%2026-03-312026-05-11

TM TOYOTA MOTOR CORP1.9K shares26.67%2026-03-312026-05-11

ESGV VANGUARD WORLD FD3.5K shares-5.80%2026-03-312026-05-11

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IMTM ISHARES TR8.0K sharesnew addition2026-03-312026-05-11

SMFG SUMITOMO MITSUI FIN GRP INC19.4K shares11.96%2026-03-312026-05-11

AVGE AMERICAN CENTY ETF TR4.3K shares0.82%2026-03-312026-05-11

ITOT ISHARES TR2.6K sharesnew addition2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC2.3K shares25.15%2026-03-312026-05-11

EXC EXELON CORP7.7K shares38.54%2026-03-312026-05-11

HMY HARMONY GOLD MNG LTD24.4K shares-9.84%2026-03-312026-05-11

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BN BROOKFIELD CORP9.3K shares-1.31%2026-03-312026-05-11

RWL INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-05-11

SAP SAP SE2.2K shares56.10%2026-03-312026-05-11

SHV ISHARES TR3.4K shares14.22%2026-03-312026-05-11

CX CEMEX SA EURO MTN BE 144A32.6K shares12.42%2026-03-312026-05-11

ARGT GLOBAL X FDS4.0K shares-8.61%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW2.0K sharesnew addition2026-03-312026-05-11

ZTS ZOETIS INC3.1K shares8.33%2026-03-312026-05-11

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UPS UNITED PARCEL SVCS INC3.7K shares9.36%2026-03-312026-05-11

TDG TRANSDIGM GROUP INC312 shares-2.80%2026-03-312026-05-11

ASX ASE TECHNOLOGY HLDG CO LTD16.6K shares28.94%2026-03-312026-05-11

NDAQ NASDAQ INC4.2K shares22.28%2026-03-312026-05-11

UAL UNITED AIRLS HLDGS INC3.9K shares55.73%2026-03-312026-05-11

SHE SPDR SERIES TRUST2.8K shares-0.43%2026-03-312026-05-11

SPOT SPOTIFY TECHNOLOGY S A734 shares20.72%2026-03-312026-05-11

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APA CORPORATION APA CORPORATION8.3K shares-0.14%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC836 sharesnew addition2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS7.0K shares-12.93%2026-03-312026-05-11

J JACOBS SOLUTIONS INC2.7K shares8.64%2026-03-312026-05-11

BUSE FIRST BUSEY CORP13.3K shares0.00%2026-03-312026-05-11

MELI MERCADOLIBRE INC195 sharesnew addition2026-03-312026-05-11

XYL XYLEM INC2.8K shares16.63%2026-03-312026-05-11

JOYY JOYY INC5.7K shares-1.00%2026-03-312026-05-11

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL839 shares11.27%2026-03-312026-05-11

VWOB VANGUARD WHITEHALL FDS5.0K sharesnew addition2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP1.1K shares54.40%2026-03-312026-05-11

EMBJ EMBRAER S.A.5.5K shares-0.69%2026-03-312026-05-11

VTR VENTAS INC4.0K shares9.37%2026-03-312026-05-11

ZBH ZIMMER BIOMET HOLDINGS INC3.6K shares6.98%2026-03-312026-05-11

SPYV SPDR SERIES TRUST5.7K sharesnew addition2026-03-312026-05-11

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FIW FIRST TR EXCHANGE-TRADED FD3.1K shares0.03%2026-03-312026-05-11

SNDK SANDISK CORP505 sharesnew addition2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO4.4K sharesnew addition2026-03-312026-05-11

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PGR PROGRESSIVE CORP1.6K shares12.43%2026-03-312026-05-11

KT KT CORP14.7K shares0.00%2026-03-312026-05-11

MEDP MEDPACE HLDGS INC654 shares0.77%2026-03-312026-05-11

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MFG MIZUHO FINANCIAL GROUP INC39.1K shares4.78%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP1.1K sharesnew addition2026-03-312026-05-11

SU SUNCOR ENERGY INC NEW4.7K sharesnew addition2026-03-312026-05-11

MNST MONSTER BEVERAGE CORP NEW4.3K shares6.79%2026-03-312026-05-11

NUE NUCOR CORP1.8K shares19.29%2026-03-312026-05-11

CNQ CANADIAN NAT RES LTD MED TER6.3K sharesnew addition2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD4.5K shares44.40%2026-03-312026-05-11

SRE SEMPRA3.1K shares-1.44%2026-03-312026-05-11

Sponsored

TCAL T ROWE PRICE ETF INC13.6K shares34.48%2026-03-312026-05-11

GEN DIGITAL INC GEN DIGITAL INC16.1K shares14.93%2026-03-312026-05-11

EFX EQUIFAX INC1.7K shares-5.46%2026-03-312026-05-11

UMBF UMB FINL CORP2.7K shares47.85%2026-03-312026-05-11

DGRW WISDOMTREE TR3.4K sharesnew addition2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC1.4K shares31.31%2026-03-312026-05-11

IWO ISHARES TR951 shares1.06%2026-03-312026-05-11

XLRE SELECT SECTOR SPDR TR7.3K shares-3.09%2026-03-312026-05-11

Sponsored

CTVA CORTEVA INC3.5K sharesnew addition2026-03-312026-05-11

GIB CGI INC4.0K sharesnew addition2026-03-312026-05-11

CPRT COPART INC8.9K shares10.78%2026-03-312026-05-11

BMO BANK MONTREAL MEDIUM2.2K shares-5.53%2026-03-312026-05-11

CTAS CINTAS CORP1.7K shares14.84%2026-03-312026-05-11

AOA ISHARES TR3.3K shares7.18%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.9K sharesnew addition2026-03-312026-05-11

BSCQ INVESCO EXCH TRD SLF IDX FD14.6K shares0.00%2026-03-312026-05-11

Sponsored

VST VISTRA CORP1.9K shares30.23%2026-03-312026-05-11

HSY HERSHEY CO1.4K shares23.55%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR2.6K shares6.64%2026-03-312026-05-11

CEF SPROTT ASSET MANAGEMENT LP5.9K shares-3.22%2026-03-312026-05-11

DUHP

DIMENSIONAL ETF TRUST

-0.24%

Shares2.5M

Event2026-03-31

Filed2026-05-11

DIHP

DIMENSIONAL ETF TRUST

1.54%

Shares2.4M

Event2026-03-31

Filed2026-05-11

CGBL

CAPITAL GROUP CORE BALANCED

5.38%

Shares1.9M

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

12.54%

Shares1.5M

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES INC

-3.09%

Shares644.7K

Event2026-03-31

Filed2026-05-11

VCRM

VANGUARD MUN BD FDS

9.01%

Shares631.1K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

1.86%

Shares717.2K

Event2026-03-31

Filed2026-05-11

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.26%

Shares1.3M

Event2026-03-31

Filed2026-05-11

TDIV

FIRST TR EXCHANGE TRADED FD

3.26%

Shares388.9K

Event2026-03-31

Filed2026-05-11

AVLV

AMERICAN CENTY ETF TR

9.80%

Shares433.8K

Event2026-03-31

Filed2026-05-11

JAAA

JANUS DETROIT STR TR

6.92%

Shares660.5K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

10.45%

Shares1.2M

Event2026-03-31

Filed2026-05-11

JGRO

J P MORGAN EXCHANGE TRADED F

4.27%

Shares326.6K

Event2026-03-31

Filed2026-05-11

CGCB

CAPITAL GRP FIXED INCM ETF T

-1.81%

Shares952.1K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

2.23%

Shares97.6K

Event2026-03-31

Filed2026-05-11

CGMU

CAPITAL GRP FIXED INCM ETF T

11.81%

Shares906.1K

Event2026-03-31

Filed2026-05-11

TOLZ

PROSHARES TR

-3.68%

Shares386.5K

Event2026-03-31

Filed2026-05-11

MTBA

SIMPLIFY EXCHANGE TRADED FUN

3.57%

Shares463.3K

Event2026-03-31

Filed2026-05-11

ALPS ETF TR

5.92%

Shares410.5K

Event2026-03-31

Filed2026-05-11

GRID

FIRST TR EXCHANGE-TRADED FD

21.09%

Shares132.1K

Event2026-03-31

Filed2026-05-11

CGCP

CAPITAL GRP FIXED INCM ETF T

4.38%

Shares960.2K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-3.55%

Shares32.7K

Event2026-03-31

Filed2026-05-11

IDGT

ISHARES TR

22.70%

Shares210.4K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

51.06%

Shares55.5K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

6682.03%

Shares91.7K

Event2026-03-31

Filed2026-05-11

HGER

HARBOR ETF TRUST

4.07%

Shares622.8K

Event2026-03-31

Filed2026-05-11

CGHM

CAPITAL GRP FIXED INCM ETF T

11.59%

Shares719.2K

Event2026-03-31

Filed2026-05-11

TEQI

T ROWE PRICE ETF INC

2.41%

Shares401.7K

Event2026-03-31

Filed2026-05-11

TCAF

T ROWE PRICE ETF INC

6.56%

Shares506.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

14.18%

Shares101.8K

Event2026-03-31

Filed2026-05-11

REZ

ISHARES TR

11.45%

Shares206.9K

Event2026-03-31

Filed2026-05-11

UTES

ETFIS SER TR I

8.27%

Shares215.2K

Event2026-03-31

Filed2026-05-11

JPSE

J P MORGAN EXCHANGE TRADED F

2.02%

Shares316.6K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

69.76%

Shares306.3K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

1110.78%

Shares44.8K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

92.64%

Shares265.4K

Event2026-03-31

Filed2026-05-11

FHLC

FIDELITY COVINGTON TRUST

34.80%

Shares186.2K

Event2026-03-31

Filed2026-05-11

PROFESIONALLY MANAGED PORTFO

-47.32%

Shares246.3K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

4.56%

Shares57.7K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

2.91%

Shares38.9K

Event2026-03-31

Filed2026-05-11

DBND

DOUBLELINE ETF TRUST

4.12%

Shares230.8K

Event2026-03-31

Filed2026-05-11

WISDOMTREE TR

8.44%

Shares321.7K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

18.40%

Shares15.1K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

14.67%

Shares30.9K

Event2026-03-31

Filed2026-05-11

IGF

ISHARES TR

26.12%

Shares140.0K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-3.68%

Shares19.6K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

5.20%

Shares130.8K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

4.26%

Shares15.7K

Event2026-03-31

Filed2026-05-11

MINT

PIMCO ETF TR

66.19%

Shares88.4K

Event2026-03-31

Filed2026-05-11

AVSC

AMERICAN CENTY ETF TR

4.94%

Shares136.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.72%

Shares28.9K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

6.54%

Shares132.3K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-1.12%

Shares25.4K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

72.83%

Shares149.6K

Event2026-03-31

Filed2026-05-11

CGNG

CAPITAL GROUP NEW GEOGRAPHY

18.42%

Shares220.5K

Event2026-03-31

Filed2026-05-11

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.20%

Shares155.8K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

16.70%

Shares19.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

12.67%

Shares10.9K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

83.44%

Shares6.9K

Event2026-03-31

Filed2026-05-11

SDVY

FIRST TR EXCHANGE TRADED FD

-3.47%

Shares160.8K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-0.39%

Shares36.7K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

-3.95%

Shares68.3K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-1.20%

Shares77.5K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

6.64%

Shares27.7K

Event2026-03-31

Filed2026-05-11

VOT

VANGUARD INDEX FDS

-7.53%

Shares23.0K

Event2026-03-31

Filed2026-05-11

HDEF

DBX ETF TR

5.41%

Shares180.8K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

7.91%

Shares150.5K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

8.33%

Shares5.8K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

-10.84%

Shares63.4K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

165.35%

Shares26.6K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

33.53%

Shares44.0K

Event2026-03-31

Filed2026-05-11