Sponsored

The Analysis of Armbruster Capital Management, Inc.'s Holdings & P&L

Currently, Armbruster Capital Management, Inc. holds 132 types of securities in its portfolio with a total value $610.2M. In the most recent quarter, they have increased their positions in N/A (+25.7K shares, valued at $1.9M), RPV (+15.5K shares, valued at $1.7M), VV (+3.7K shares, valued at $1.1M); decreased their positions in IVLU (-19.0K shares, valued at $753.4K), SPVU (-9.7K shares, valued at $576.3K), N/A (-705 shares, valued at $421.3K); initiated new positions in GLW (+2.8K shares, valued at $376.5K), SPHD (+4.2K shares, valued at $206.9K), BMY (+3.4K shares, valued at $205.4K).

1M P&L

+21.3M+3.67%

3M P&L

+11.2M+1.89%

HY P&L

+65.8M+12.23%

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/A527.9M

95.3%

2Oil & Gas Integrated3.1M

0.6%

3Consumer Electronics2.2M

0.4%

Top Industries by Stock Count

1N/A81 stocks

66.9%

2Drug Manufacturers - General4 stocks

3.3%

3Oil & Gas Integrated3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VFVA VANGUARD WELLINGTON FD432.0K shares0.88%2026-03-312026-04-21

MTUM ISHARES TR212.6K shares0.21%2026-03-312026-04-21

RPV INVESCO EXCHANGE TRADED FD T370.0K shares4.39%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II529.8K shares5.09%2026-03-312026-04-21

QUAL ISHARES TR170.3K shares3.28%2026-03-312026-04-21

VFQY VANGUARD WELLINGTON FD190.4K shares2.36%2026-03-312026-04-21

IVLU ISHARES TR675.1K shares-2.74%2026-03-312026-04-21

IMTM ISHARES TR452.9K shares-0.27%2026-03-312026-04-21

Sponsored

IQLT ISHARES TR468.1K shares-0.19%2026-03-312026-04-21

AVES AMERICAN CENTY ETF TR348.4K shares0.25%2026-03-312026-04-21

EFAV ISHARES TR221.4K shares0.97%2026-03-312026-04-21

USMV ISHARES TR166.1K shares1.15%2026-03-312026-04-21

XSMO INVESCO EXCHANGE TRADED FD T202.5K shares1.43%2026-03-312026-04-21

IEFA ISHARES TR157.0K shares1.14%2026-03-312026-04-21

XSLV INVESCO EXCH TRADED FD TR II260.0K shares4.61%2026-03-312026-04-21

VFMO VANGUARD WELLINGTON FD49.6K shares10.28%2026-03-312026-04-21

Sponsored

SPVU INVESCO EXCH TRADED FD TR II157.4K shares-5.80%2026-03-312026-04-21

VV VANGUARD INDEX FDS29.9K shares14.26%2026-03-312026-04-21

RZV INVESCO EXCHANGE TRADED FD T66.1K shares0.27%2026-03-312026-04-21

EMGF ISHARES INC131.2K shares-1.11%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T10.7K shares3.00%2026-03-312026-04-21

IEMG ISHARES INC93.2K shares-0.30%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR258.8K shares-0.58%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS9.8K shares-6.70%2026-03-312026-04-21

Sponsored

IJH ISHARES TR86.3K shares3.08%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST100.2K shares3.11%2026-03-312026-04-21

IVV ISHARES TR7.6K shares14.77%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS66.5K shares6.75%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR164.0K shares21.57%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR49.0K shares-2.68%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR51.0K shares0.38%2026-03-312026-04-21

VO VANGUARD INDEX FDS14.0K shares0.29%2026-03-312026-04-21

Sponsored

AVLV AMERICAN CENTY ETF TR48.9K shares1.97%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II101.2K shares-3.07%2026-03-312026-04-21

IJR ISHARES TR24.2K shares8.22%2026-03-312026-04-21

ESGV VANGUARD WORLD FD22.5K shares0.44%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares3.74%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR20.6K shares-0.37%2026-03-312026-04-21

EFIV SPDR SERIES TRUST35.6K shares11.96%2026-03-312026-04-21

AAPL APPLE INC8.7K shares2.68%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO7.1K shares0.37%2026-03-312026-04-21

SMMV ISHARES TR46.5K shares1.42%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F36.2K shares1.08%2026-03-312026-04-21

XOM EXXON MOBIL CORP11.2K shares-0.88%2026-03-312026-04-21

PAYX PAYCHEX INC20.3K shares0.53%2026-03-312026-04-21

SPSM SPDR SERIES TRUST35.7K shares2.63%2026-03-312026-04-21

AVLC AMERICAN CENTY ETF TR21.0K shares0.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR2.8K shares8.36%2026-03-312026-04-21

Sponsored

SPMD SPDR SERIES TRUST23.8K shares4.59%2026-03-312026-04-21

SPTM SPDR SERIES TRUST17.0K shares0.01%2026-03-312026-04-21

ESGD ISHARES TR13.8K shares13.12%2026-03-312026-04-21

INTF ISHARES TR33.6K shares2.52%2026-03-312026-04-21

BNL BROADSTONE NET LEASE INC70.6K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP3.2K shares-2.00%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR35.1K shares-0.34%2026-03-312026-04-21

VB VANGUARD INDEX FDS4.2K shares0.59%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.2K shares0.00%2026-03-312026-04-21

XMMO INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-03-312026-04-21

VTI VANGUARD INDEX FDS3.1K shares0.00%2026-03-312026-04-21

INTC INTEL CORP22.1K shares-1.78%2026-03-312026-04-21

BROADCOM INC BROADCOM INC3.0K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC5.6K shares0.36%2026-03-312026-04-21

EFA ISHARES TR9.3K shares29.16%2026-03-312026-04-21

Sponsored

BSV VANGUARD BD INDEX FDS11.1K shares78.48%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS9.5K shares-6.74%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.9K shares-4.01%2026-03-312026-04-21

NFG NATIONAL FUEL GAS CO8.7K shares96.82%2026-03-312026-04-21

PWB INVESCO EXCHANGE TRADED FD T6.4K shares0.00%2026-03-312026-04-21

VBR VANGUARD INDEX FDS3.6K shares-7.59%2026-03-312026-04-21

EEMV ISHARES INC12.0K shares0.00%2026-03-312026-04-21

PWV INVESCO EXCHANGE TRADED FD T10.1K shares0.00%2026-03-312026-04-21

Sponsored

AMGN AMGEN INC2.0K shares-5.49%2026-03-312026-04-21

IWV ISHARES TR1.8K shares0.60%2026-03-312026-04-21

NEE NEXTERA ENERGY INC7.3K shares-1.18%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR7.5K shares-18.65%2026-03-312026-04-21

ORCL ORACLE CORP4.4K shares0.00%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR21.9K shares-0.23%2026-03-312026-04-21

ACWV ISHARES INC5.2K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE2.2K shares0.00%2026-03-312026-04-21

Sponsored

XMVM INVESCO EXCHANGE TRADED FD T8.7K shares0.00%2026-03-312026-04-21

UNP UNION PAC CORP2.3K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC4.7K shares9.32%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F7.4K shares0.00%2026-03-312026-04-21

XAR SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-21

XSVM INVESCO EXCHANGE TRADED FD T9.1K shares0.00%2026-03-312026-04-21

WMT WALMART INC4.4K shares0.00%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF13.6K shares133.49%2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC2.2K shares1.35%2026-03-312026-04-21

KO COCA COLA CO6.2K shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC536 shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC1.4K shares-5.34%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC926 shares0.00%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR18.0K shares-6.64%2026-03-312026-04-21

IUSG ISHARES TR2.9K shares0.00%2026-03-312026-04-21

VSS VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-03-312026-04-21

Sponsored

DIA STATE STR SPDR DOW JONES IND923 shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.0K shares0.00%2026-03-312026-04-21

XJH ISHARES TR9.2K shares12.84%2026-03-312026-04-21

PG PROCTER & GAMBLE CO2.8K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION2.3K shares-4.10%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS2.7K shares12.29%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.3K shares19.91%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO1.2K shares0.00%2026-03-312026-04-21

Sponsored

AVSC AMERICAN CENTY ETF TR6.1K shares19.02%2026-03-312026-04-21

GLW CORNING INC2.8K sharesnew addition2026-03-312026-04-21

CSCO CISCO SYS INC4.8K shares-6.77%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR11.8K shares-1.25%2026-03-312026-04-21

VDC VANGUARD WORLD FD1.6K shares-5.67%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW2.2K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.5K shares25.39%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC602 shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION324 shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC1.5K shares8.41%2026-03-312026-04-21

XJR ISHARES TR7.4K shares-0.07%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.2K shares0.00%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS6.9K shares2.99%2026-03-312026-04-21

SPHQ INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-04-21

TSLA TESLA INC799 shares14.31%2026-03-312026-04-21

Sponsored

SLYV SPDR SERIES TRUST3.1K shares0.00%2026-03-312026-04-21

VXUS VANGUARD STAR FDS3.6K shares0.00%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC304 shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION1.3K shares1.60%2026-03-312026-04-21

ALL ALLSTATE CORP1.2K shares0.00%2026-03-312026-04-21

ESGE ISHARES INC5.0K shares4.17%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC3.9K shares0.00%2026-03-312026-04-21

MMM 3M CO1.5K shares0.00%2026-03-312026-04-21

Sponsored

SPHD INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO3.4K sharesnew addition2026-03-312026-04-21

LIT GLOBAL X FDS2.8K sharesnew addition2026-03-312026-04-21

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-21

VFVA

VANGUARD WELLINGTON FD

0.88%

Shares432.0K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

0.21%

Shares212.6K

Event2026-03-31

Filed2026-04-21

RPV

INVESCO EXCHANGE TRADED FD T

4.39%

Shares370.0K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

5.09%

Shares529.8K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

3.28%

Shares170.3K

Event2026-03-31

Filed2026-04-21

VFQY

VANGUARD WELLINGTON FD

2.36%

Shares190.4K

Event2026-03-31

Filed2026-04-21

IVLU

ISHARES TR

-2.74%

Shares675.1K

Event2026-03-31

Filed2026-04-21

IMTM

ISHARES TR

-0.27%

Shares452.9K

Event2026-03-31

Filed2026-04-21

IQLT

ISHARES TR

-0.19%

Shares468.1K

Event2026-03-31

Filed2026-04-21

AVES

AMERICAN CENTY ETF TR

0.25%

Shares348.4K

Event2026-03-31

Filed2026-04-21

EFAV

ISHARES TR

0.97%

Shares221.4K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

1.15%

Shares166.1K

Event2026-03-31

Filed2026-04-21

XSMO

INVESCO EXCHANGE TRADED FD T

1.43%

Shares202.5K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

1.14%

Shares157.0K

Event2026-03-31

Filed2026-04-21

XSLV

INVESCO EXCH TRADED FD TR II

4.61%

Shares260.0K

Event2026-03-31

Filed2026-04-21

VFMO

VANGUARD WELLINGTON FD

10.28%

Shares49.6K

Event2026-03-31

Filed2026-04-21

SPVU

INVESCO EXCH TRADED FD TR II

-5.80%

Shares157.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

14.26%

Shares29.9K

Event2026-03-31

Filed2026-04-21

RZV

INVESCO EXCHANGE TRADED FD T

0.27%

Shares66.1K

Event2026-03-31

Filed2026-04-21

EMGF

ISHARES INC

-1.11%

Shares131.2K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

3.00%

Shares10.7K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-0.30%

Shares93.2K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-0.58%

Shares258.8K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-6.70%

Shares9.8K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

3.08%

Shares86.3K

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

3.11%

Shares100.2K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

14.77%

Shares7.6K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

6.75%

Shares66.5K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

21.57%

Shares164.0K

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

-2.68%

Shares49.0K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

0.38%

Shares51.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.29%

Shares14.0K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

1.97%

Shares48.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

-3.07%

Shares101.2K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

8.22%

Shares24.2K

Event2026-03-31

Filed2026-04-21

ESGV

VANGUARD WORLD FD

0.44%

Shares22.5K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

3.74%

Shares4.9K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

-0.37%

Shares20.6K

Event2026-03-31

Filed2026-04-21

EFIV

SPDR SERIES TRUST

11.96%

Shares35.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

2.68%

Shares8.7K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.37%

Shares7.1K

Event2026-03-31

Filed2026-04-21

SMMV

ISHARES TR

1.42%

Shares46.5K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

1.08%

Shares36.2K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.88%

Shares11.2K

Event2026-03-31

Filed2026-04-21

PAYX

PAYCHEX INC

0.53%

Shares20.3K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

2.63%

Shares35.7K

Event2026-03-31

Filed2026-04-21

AVLC

AMERICAN CENTY ETF TR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

8.36%

Shares2.8K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

4.59%

Shares23.8K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

0.01%

Shares17.0K

Event2026-03-31

Filed2026-04-21

ESGD

ISHARES TR

13.12%

Shares13.8K

Event2026-03-31

Filed2026-04-21

INTF

ISHARES TR

2.52%

Shares33.6K

Event2026-03-31

Filed2026-04-21

BNL

BROADSTONE NET LEASE INC

0.00%

Shares70.6K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-2.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB STRATEGIC TR

-0.34%

Shares35.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.59%

Shares4.2K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-21

PARKER-HANNIFIN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP

-1.78%

Shares22.1K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.36%

Shares5.6K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

29.16%

Shares9.3K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

78.48%

Shares11.1K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

-6.74%

Shares9.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.01%

Shares2.9K

Event2026-03-31

Filed2026-04-21

NFG

NATIONAL FUEL GAS CO

96.82%

Shares8.7K

Event2026-03-31

Filed2026-04-21

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-7.59%

Shares3.6K

Event2026-03-31

Filed2026-04-21

EEMV

ISHARES INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-21

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-5.49%

Shares2.0K

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

0.60%

Shares1.8K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-1.18%

Shares7.3K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-18.65%

Shares7.5K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-0.23%

Shares21.9K

Event2026-03-31

Filed2026-04-21

ACWV

ISHARES INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

XMVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

9.32%

Shares4.7K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-21

XAR

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

133.49%

Shares13.6K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

1.35%

Shares2.2K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

0.00%

Shares536

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-5.34%

Shares1.4K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares926

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

-6.64%

Shares18.0K

Event2026-03-31

Filed2026-04-21

IUSG

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares923

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

XJH

ISHARES TR

12.84%

Shares9.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-4.10%

Shares2.3K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

12.29%

Shares2.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

19.91%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

AVSC

AMERICAN CENTY ETF TR

19.02%

Shares6.1K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-6.77%

Shares4.8K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

-1.25%

Shares11.8K

Event2026-03-31

Filed2026-04-21

VDC

VANGUARD WORLD FD

-5.67%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

25.39%

Shares1.5K

Event2026-03-31

Filed2026-04-21