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

Currently, Arista Wealth Management, LLC holds 253 types of securities in its portfolio with a total value $821.5M. In the most recent quarter, they have increased their positions in SCHG (+271.0K shares, valued at $7.9M), DFUS (+75.6K shares, valued at $5.4M), FNDF (+45.9K shares, valued at $2.2M); decreased their positions in VOOG (-10.8K shares, valued at $4.4M), DFAU (-75.3K shares, valued at $3.4M), DFAI (-42.1K shares, valued at $1.6M); initiated new positions in FNDF (+45.9K shares, valued at $2.2M), LRN (+17.5K shares, valued at $1.5M), MPWR (+1.3K shares, valued at $1.4M).

1M P&L

+24.6M+3.02%

3M P&L

-474.3M-36.08%

HY P&L

-437.8M-34.25%

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/A540.7M

70.4%

2Consumer Electronics18.6M

2.4%

3Semiconductors17.7M

2.3%

Top Industries by Stock Count

1N/A61 stocks

27.0%

2Software - Application13 stocks

5.8%

3Oil & Gas Midstream10 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST2.1M shares-3.51%2026-03-312026-04-30

DFSV DIMENSIONAL ETF TRUST2.1M shares1.17%2026-03-312026-04-30

VOOG VANGUARD ADMIRAL FDS INC180.0K shares-5.67%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS590.1K shares2.23%2026-03-312026-04-30

DFAI DIMENSIONAL ETF TRUST1.0M shares-3.88%2026-03-312026-04-30

VGSH VANGUARD SCOTTSDALE FDS595.6K shares2.72%2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS447.5K shares2.64%2026-03-312026-04-30

VUG VANGUARD INDEX FDS49.2K shares0.00%2026-03-312026-04-30

Sponsored

DFAE DIMENSIONAL ETF TRUST616.1K shares-3.42%2026-03-312026-04-30

AAPL APPLE INC73.4K shares-0.94%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS29.0K shares-4.65%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T26.6K shares0.05%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO40.4K shares4.67%2026-03-312026-04-30

NVDA NVIDIA CORPORATION61.7K shares-2.79%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR321.5K shares536.80%2026-03-312026-04-30

AMZN AMAZON COM INC44.8K shares12.62%2026-03-312026-04-30

Sponsored

DFAC DIMENSIONAL ETF TRUST233.5K shares-0.14%2026-03-312026-04-30

BROADCOM INC BROADCOM INC28.9K shares7.93%2026-03-312026-04-30

MSFT MICROSOFT CORP23.9K shares4.49%2026-03-312026-04-30

GBFH GBANK FINL HLDGS INC295.3K shares0.00%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION7.5K shares23.18%2026-03-312026-04-30

ALPHABET INC ALPHABET INC25.5K shares4.61%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST99.5K shares317.21%2026-03-312026-04-30

VTI VANGUARD INDEX FDS17.9K shares-0.03%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP33.1K shares0.69%2026-03-312026-04-30

IVV ISHARES TR8.4K shares0.75%2026-03-312026-04-30

VXUS VANGUARD STAR FDS69.5K shares-1.80%2026-03-312026-04-30

LLY ELI LILLY & CO5.8K shares0.76%2026-03-312026-04-30

META META PLATFORMS INC7.6K shares52.17%2026-03-312026-04-30

RTX RTX CORPORATION21.3K shares1.86%2026-03-312026-04-30

IEUR ISHARES TR50.7K shares0.00%2026-03-312026-04-30

DFAX DIMENSIONAL ETF TRUST95.5K shares2.83%2026-03-312026-04-30

Sponsored

AXP AMERICAN EXPRESS CO10.6K shares-0.44%2026-03-312026-04-30

AGG ISHARES TR30.0K shares2.97%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP4.3K shares3.13%2026-03-312026-04-30

KO COCA COLA CO38.3K shares-2.72%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP13.6K shares-17.16%2026-03-312026-04-30

SPYM SPDR SERIES TRUST35.3K shares-5.15%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC2.7K shares0.48%2026-03-312026-04-30

VBR VANGUARD INDEX FDS11.8K shares-5.02%2026-03-312026-04-30

Sponsored

CDNS CADENCE DESIGN SYSTEM INC9.2K shares0.26%2026-03-312026-04-30

NEE NEXTERA ENERGY INC27.1K shares0.00%2026-03-312026-04-30

ABBV ABBVIE INC11.5K shares0.73%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP4.1K shares-7.49%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC2.9K shares-23.41%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN11.7K shares0.14%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON9.5K shares-13.28%2026-03-312026-04-30

V VISA INC7.6K shares0.14%2026-03-312026-04-30

Sponsored

FNDF SCHWAB STRATEGIC TR45.9K sharesnew addition2026-03-312026-04-30

CSX CSX CORP50.6K shares0.21%2026-03-312026-04-30

ADBE ADOBE INC8.5K shares251.49%2026-03-312026-04-30

PFF ISHARES TR67.8K shares25.60%2026-03-312026-04-30

WMT WALMART INC16.5K shares-0.60%2026-03-312026-04-30

CSCO CISCO SYS INC25.9K shares0.57%2026-03-312026-04-30

GPI GROUP 1 AUTOMOTIVE INC6.1K shares0.00%2026-03-312026-04-30

CVX CHEVRON CORPORATION9.7K shares0.97%2026-03-312026-04-30

Sponsored

F FORD MTR CO169.7K shares0.03%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC3.9K shares36.22%2026-03-312026-04-30

USIG ISHARES TR36.8K shares0.00%2026-03-312026-04-30

DFCF DIMENSIONAL ETF TRUST43.1K shares0.00%2026-03-312026-04-30

IDEV ISHARES TR20.8K shares1.13%2026-03-312026-04-30

PFE PFIZER INC61.6K shares0.94%2026-03-312026-04-30

COP CONOCOPHILLIPS12.1K shares-17.94%2026-03-312026-04-30

WFC WELLS FARGO & CO20.0K shares44.98%2026-03-312026-04-30

Sponsored

PM PHILIP MORRIS INTL INC9.5K shares0.51%2026-03-312026-04-30

CB CHUBB LTD SWITZ4.8K shares0.00%2026-03-312026-04-30

IXUS ISHARES TR17.8K shares-0.20%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD39.1K shares-15.56%2026-03-312026-04-30

LRN STRIDE INC17.5K sharesnew addition2026-03-312026-04-30

ORCL ORACLE CORP10.4K shares136.89%2026-03-312026-04-30

PG PROCTER & GAMBLE CO10.5K shares1.04%2026-03-312026-04-30

ALPHABET INC ALPHABET INC5.2K shares-21.62%2026-03-312026-04-30

Sponsored

AMD ADVANCED MICRO DEVICES INC7.2K shares286.61%2026-03-312026-04-30

MCD MCDONALDS CORP4.7K shares-3.78%2026-03-312026-04-30

URI UNITED RENTALS INC2.0K shares0.00%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC3.1K shares55.14%2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC1.3K sharesnew addition2026-03-312026-04-30

INCY INCYTE CORP15.1K sharesnew addition2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC4.6K shares0.39%2026-03-312026-04-30

EWJ ISHARES INC16.5K shares0.00%2026-03-312026-04-30

Sponsored

MU MICRON TECHNOLOGY INC4.1K shares18.88%2026-03-312026-04-30

GM GENERAL MTRS CO18.6K shares42.73%2026-03-312026-04-30

HD HOME DEPOT INC4.1K shares1.03%2026-03-312026-04-30

COHERENT CORP COHERENT CORP5.6K sharesnew addition2026-03-312026-04-30

ATI ATI INC9.2K sharesnew addition2026-03-312026-04-30

IWF ISHARES TR3.1K shares0.00%2026-03-312026-04-30

MS MORGAN STANLEY7.9K shares65.62%2026-03-312026-04-30

HON HONEYWELL INTL INC5.5K shares0.64%2026-03-312026-04-30

Sponsored

NFLX NETFLIX INC.13.0K sharesnew addition2026-03-312026-04-30

MCK MCKESSON CORP1.4K sharesnew addition2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.5K shares-2.59%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN7.4K shares0.00%2026-03-312026-04-30

WMB WILLIAMS COS INC15.9K shares0.00%2026-03-312026-04-30

BARRICK MNG CORP BARRICK MNG CORP28.1K shares301.43%2026-03-312026-04-30

ALL ALLSTATE CORP5.5K sharesnew addition2026-03-312026-04-30

FNDE SCHWAB STRATEGIC TR29.3K sharesnew addition2026-03-312026-04-30

Sponsored

CITIGROUP INC CITIGROUP INC9.9K shares220.68%2026-03-312026-04-30

ADI ANALOG DEVICES INC3.5K shares0.29%2026-03-312026-04-30

GILD GILEAD SCIENCES INC7.9K shares0.43%2026-03-312026-04-30

CIEN CIENA CORP2.8K sharesnew addition2026-03-312026-04-30

CELESTICA INC CELESTICA INC3.6K sharesnew addition2026-03-312026-04-30

CTVA CORTEVA INC12.0K shares0.00%2026-03-312026-04-30

APRJ INNOVATOR ETFS TRUST40.7K shares29.65%2026-03-312026-04-30

ETR ENTERGY CORP NEW8.6K shares0.00%2026-03-312026-04-30

Sponsored

XLB SELECT SECTOR SPDR TR18.9K shares0.00%2026-03-312026-04-30

IWN ISHARES TR4.9K shares2.00%2026-03-312026-04-30

WLDN WILLDAN GROUP INC12.1K sharesnew addition2026-03-312026-04-30

CRM SALESFORCE INC4.9K shares-10.49%2026-03-312026-04-30

LULU LULULEMON ATHLETICA INC6.0K sharesnew addition2026-03-312026-04-30

COF CAPITAL ONE FINL CORP4.8K shares0.39%2026-03-312026-04-30

VLO VALERO ENERGY CORP3.6K shares-35.96%2026-03-312026-04-30

TTWO TAKE-TWO INTERACTIVE SOFTWAR4.4K shares0.00%2026-03-312026-04-30

Sponsored

VB VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-04-30

ITOT ISHARES TR5.7K shares0.00%2026-03-312026-04-30

VONG VANGUARD SCOTTSDALE FDS7.5K shares17.11%2026-03-312026-04-30

CRS CARPENTER TECHNOLOGY CORP2.0K sharesnew addition2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC6.6K shares1.16%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.0K shares66.67%2026-03-312026-04-30

FCFS FIRSTCASH HOLDINGS INC4.1K sharesnew addition2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR25.0K shares0.00%2026-03-312026-04-30

Sponsored

XLK SELECT SECTOR SPDR TR5.8K shares0.00%2026-03-312026-04-30

APG API GROUP CORP18.9K sharesnew addition2026-03-312026-04-30

VV VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR6.8K shares-3.43%2026-03-312026-04-30

SPOT SPOTIFY TECHNOLOGY S A1.5K sharesnew addition2026-03-312026-04-30

DLR DIGITAL RLTY TR INC4.0K shares0.35%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL21.0K shares0.92%2026-03-312026-04-30

IEMG ISHARES INC10.1K shares0.00%2026-03-312026-04-30

Sponsored

AEP AMERICAN ELEC PWR CO INC5.3K shares1.59%2026-03-312026-04-30

PAYX PAYCHEX INC7.5K shares0.00%2026-03-312026-04-30

DAL DELTA AIR LINES INC10.3K shares117.28%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares3.37%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR5.8K shares28.55%2026-03-312026-04-30

YUM YUM BRANDS INC4.1K shares0.00%2026-03-312026-04-30

DHR DANAHER CORP DEL3.3K shares2.08%2026-03-312026-04-30

VSEC VSE CORP3.4K sharesnew addition2026-03-312026-04-30

Sponsored

APP APPLOVIN CORP1.6K shares176.37%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC4.2K sharesnew addition2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC2.3K shares87.79%2026-03-312026-04-30

AMKR AMKOR TECHNOLOGY INC13.5K sharesnew addition2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST9.6K shares0.00%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC6.1K shares-24.51%2026-03-312026-04-30

BAC BANK AMERICA CORP12.2K sharesnew addition2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F10.8K shares9.59%2026-03-312026-04-30

Sponsored

SCHW SCHWAB CHARLES CORP6.1K sharesnew addition2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC7.5K shares0.00%2026-03-312026-04-30

SNX TD SYNNEX CORPORATION3.3K shares0.00%2026-03-312026-04-30

CW CURTISS WRIGHT CORP813 shares0.00%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC3.5K shares0.52%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V2.8K shares0.00%2026-03-312026-04-30

ING ING GROEP N.V.21.1K shares0.00%2026-03-312026-04-30

KGC KINROSS GOLD CORP18.0K shares80.00%2026-03-312026-04-30

Sponsored

WDC WESTERN DIGITAL CORP2.0K shares-19.95%2026-03-312026-04-30

NEM NEWMONT CORP5.0K sharesnew addition2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC4.4K sharesnew addition2026-03-312026-04-30

CL COLGATE PALMOLIVE CO6.3K shares0.00%2026-03-312026-04-30

PEP PEPSICO INC3.3K shares2.83%2026-03-312026-04-30

SPFI SOUTH PLAINS FINANCIAL INC12.2K shares0.00%2026-03-312026-04-30

RF REGIONS FINANCIAL CORP NEW19.3K shares0.00%2026-03-312026-04-30

EALT INNOVATOR ETFS TRUST14.9K shares-50.33%2026-03-312026-04-30

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.5K sharesnew addition2026-03-312026-04-30

CAT CATERPILLAR INC705 shares-45.05%2026-03-312026-04-30

BTI BRITISH AMERN TOB PLC8.4K shares0.00%2026-03-312026-04-30

DIS DISNEY WALT CO5.1K sharesnew addition2026-03-312026-04-30

TSLA TESLA INC1.3K shares-53.52%2026-03-312026-04-30

AA ALCOA CORP7.3K sharesnew addition2026-03-312026-04-30

FICO FAIR ISAAC CORP447 sharesnew addition2026-03-312026-04-30

PAAS PAN AMERN SILVER CORP8.5K sharesnew addition2026-03-312026-04-30

Sponsored

BMY BRISTOL-MYERS SQUIBB CO7.6K shares1.58%2026-03-312026-04-30

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD36.5K shares0.00%2026-03-312026-04-30

THC TENET HEALTHCARE CORP2.4K shares-0.25%2026-03-312026-04-30

MO ALTRIA GROUP INC6.9K shares0.61%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC.7.0K sharesnew addition2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR2.8K shares0.00%2026-03-312026-04-30

ARW ARROW ELECTRS INC3.0K sharesnew addition2026-03-312026-04-30

LVS LAS VEGAS SANDS CORP8.0K sharesnew addition2026-03-312026-04-30

Sponsored

THOMSON REUTERS CORP THOMSON REUTERS CORP4.8K shares0.00%2026-03-312026-04-30

EXEL EXELIXIS INC10.0K sharesnew addition2026-03-312026-04-30

PAGP PLAINS GP HLDGS L P17.6K shares0.00%2026-03-312026-04-30

MPLX MPLX LP7.3K shares0.00%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC5.7K shares0.58%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP1.5K shares0.07%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR3.7K shares0.00%2026-03-312026-04-30

MET METLIFE INC5.6K shares2.01%2026-03-312026-04-30

Sponsored

NET CLOUDFLARE INC1.9K shares0.00%2026-03-312026-04-30

TRP TC ENERGY CORP6.2K shares0.00%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS500 sharesnew addition2026-03-312026-04-30

SHOP SHOPIFY INC3.2K sharesnew addition2026-03-312026-04-30

DOV DOVER CORP1.8K shares0.00%2026-03-312026-04-30

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST16.2K shares0.00%2026-03-312026-04-30

NVO NOVO-NORDISK A S10.4K sharesnew addition2026-03-312026-04-30

IWD ISHARES TR1.8K shares0.00%2026-03-312026-04-30

Sponsored

FTAI AVIATION LTD FTAI AVIATION LTD1.5K shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC7.4K shares2.75%2026-03-312026-04-30

SYM SYMBOTIC INC7.0K sharesnew addition2026-03-312026-04-30

OLLI OLLIES BARGAIN OUTLET HLDGS4.0K sharesnew addition2026-03-312026-04-30

SNY SANOFI SA7.5K shares0.00%2026-03-312026-04-30

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.5K shares0.00%2026-03-312026-04-30

ET ENERGY TRANSFER L P18.4K shares0.00%2026-03-312026-04-30

ZECP ZACKS TRUST10.5K shares1.35%2026-03-312026-04-30

Sponsored

EPD ENTERPRISE PRODS PARTNERS L9.3K shares0.00%2026-03-312026-04-30

CCL CARNIVAL CORP13.5K shares-0.13%2026-03-312026-04-30

NCLH NORWEGIAN CRUISE LINE HLDGS18.3K shares0.00%2026-03-312026-04-30

ABT ABBOTT LABORATORIES3.3K shares-4.22%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-04-30

RIO RIO TINTO PLC3.6K shares0.00%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP5.3K shares41.51%2026-03-312026-04-30

PAA PLAINS ALL AMERN PIPELINE L14.6K shares0.00%2026-03-312026-04-30

Sponsored

EIX EDISON INTL4.3K shares0.00%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR6.2K shares-0.14%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP336 shares7.35%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR11.9K shares3.51%2026-03-312026-04-30

OKE ONEOK INC NEW3.2K shares0.00%2026-03-312026-04-30

COEUR MNG INC COEUR MNG INC15.1K sharesnew addition2026-03-312026-04-30

INTC INTEL CORP6.3K shares-61.15%2026-03-312026-04-30

TOST TOAST INC10.4K shares0.37%2026-03-312026-04-30

Sponsored

USAC USA COMPRESSION PARTNERS LP10.0K shares0.00%2026-03-312026-04-30

EFX EQUIFAX INC1.5K shares0.00%2026-03-312026-04-30

EQT CORP EQT CORP4.2K shares-58.78%2026-03-312026-04-30

GAB GABELLI EQUITY TR INC47.1K shares0.00%2026-03-312026-04-30

WES WESTERN MIDSTREAM PARTNERS L6.3K shares0.00%2026-03-312026-04-30

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-04-30

OKTA OKTA INC3.1K shares0.55%2026-03-312026-04-30

DFAR DIMENSIONAL ETF TRUST10.0K shares-1.26%2026-03-312026-04-30

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI2.5K shares0.08%2026-03-312026-04-30

VICI VICI PPTYS INC8.6K shares-0.22%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC600 shares-5.21%2026-03-312026-04-30

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN11.0K shares0.00%2026-03-312026-04-30

VGT VANGUARD WORLD FD332 shares0.00%2026-03-312026-04-30

DDOG DATADOG INC2.0K shares-0.10%2026-03-312026-04-30

IJR ISHARES TR1.8K shares0.00%2026-03-312026-04-30

PB PROSPERITY BANCSHARES INC3.4K sharesnew addition2026-03-312026-04-30

Sponsored

PSX PHILLIPS 661.3K shares-66.64%2026-03-312026-04-30

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC10.0K shares-23.08%2026-03-312026-04-30

DAVE INC DAVE INC1.3K shares0.00%2026-03-312026-04-30

RBLX ROBLOX CORP4.0K shares0.00%2026-03-312026-04-30

GWRE GUIDEWIRE SOFTWARE INC1.5K shares-18.16%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP2.8K shares0.00%2026-03-312026-04-30

NOW SERVICENOW INC2.1K shares5.07%2026-03-312026-04-30

DFAS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-04-30

Sponsored

PAVE GLOBAL X FDS4.3K shares0.00%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INC1.1K sharesnew addition2026-03-312026-04-30

IONQ IONQ INC7.5K shares-6.75%2026-03-312026-04-30

TFI SPDR SERIES TRUST4.7K shares0.00%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP2.2K shares0.00%2026-03-312026-04-30

VIGI VANGUARD WHITEHALL FDS2.4K shares0.00%2026-03-312026-04-30

HIMS HIMS & HERS HEALTH INC10.0K shares0.00%2026-03-312026-04-30

EME EMCOR GROUP INC281 sharesnew addition2026-03-312026-04-30

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD11.0K shares0.00%2026-03-312026-04-30

CNC CENTENE CORP DEL6.1K shares0.00%2026-03-312026-04-30

LYFT LYFT INC15.0K shares0.00%2026-03-312026-04-30

PAYS PAYSIGN INC29.3K shares0.00%2026-03-312026-04-30

GABELLI EQUITY TR INC GABELLI EQUITY TR INC47.1K sharesnew addition2026-03-312026-04-30

DFAU

DIMENSIONAL ETF TRUST

-3.51%

Shares2.1M

Event2026-03-31

Filed2026-04-30

DFSV

DIMENSIONAL ETF TRUST

1.17%

Shares2.1M

Event2026-03-31

Filed2026-04-30

VOOG

VANGUARD ADMIRAL FDS INC

-5.67%

Shares180.0K

Event2026-03-31

Filed2026-04-30

VCIT

VANGUARD SCOTTSDALE FDS

2.23%

Shares590.1K

Event2026-03-31

Filed2026-04-30

DFAI

DIMENSIONAL ETF TRUST

-3.88%

Shares1.0M

Event2026-03-31

Filed2026-04-30

VGSH

VANGUARD SCOTTSDALE FDS

2.72%

Shares595.6K

Event2026-03-31

Filed2026-04-30

VGIT

VANGUARD SCOTTSDALE FDS

2.64%

Shares447.5K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

0.00%

Shares49.2K

Event2026-03-31

Filed2026-04-30

DFAE

DIMENSIONAL ETF TRUST

-3.42%

Shares616.1K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-0.94%

Shares73.4K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-4.65%

Shares29.0K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.05%

Shares26.6K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

4.67%

Shares40.4K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-2.79%

Shares61.7K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

536.80%

Shares321.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

12.62%

Shares44.8K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL ETF TRUST

-0.14%

Shares233.5K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

7.93%

Shares28.9K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

4.49%

Shares23.9K

Event2026-03-31

Filed2026-04-30

GBFH

GBANK FINL HLDGS INC

0.00%

Shares295.3K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

23.18%

Shares7.5K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

4.61%

Shares25.5K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

317.21%

Shares99.5K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-0.03%

Shares17.9K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

0.69%

Shares33.1K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

0.75%

Shares8.4K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

-1.80%

Shares69.5K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.76%

Shares5.8K

Event2026-03-31

Filed2026-04-30