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The Analysis of ASPIRIANT, LLC's Holdings & P&L

Currently, ASPIRIANT, LLC holds 338 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in VBR (+118.8K shares, valued at $25.8M), IVV (+34.0K shares, valued at $22.2M), IUSV (+100.9K shares, valued at $10.3M); decreased their positions in VTEB (-70.1K shares, valued at $3.5M), AAPL (-11.5K shares, valued at $2.9M), MSFT (-5.8K shares, valued at $2.1M); initiated new positions in RYTM (+33.0K shares, valued at $2.9M), NOC (+2.6K shares, valued at $1.8M), NN (+44.2K shares, valued at $708.2K).

1M P&L

+81.6M+2.38%

3M P&L

-27.3M-0.77%

HY P&L

+173.7M+5.20%

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/A3.0B

92.1%

2Consumer Electronics77.0M

2.4%

3Software - Infrastructure27.8M

0.8%

Top Industries by Stock Count

1N/A170 stocks

59.0%

2Drug Manufacturers - General9 stocks

3.1%

3Software - Application9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR661.9K shares5.41%2026-03-312026-05-12

VBR VANGUARD INDEX FDS1.7M shares7.33%2026-03-312026-05-12

IUSV ISHARES TR3.7M shares2.82%2026-03-312026-05-12

ACWV ISHARES INC2.4M shares1.34%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS4.2M shares-1.63%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS955.1K shares0.12%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS181.1K shares0.53%2026-03-312026-05-12

IEFA ISHARES TR986.8K shares7.77%2026-03-312026-05-12

Sponsored

EFV ISHARES TR1.1M shares-1.96%2026-03-312026-05-12

IEMG ISHARES INC1.1M shares1.85%2026-03-312026-05-12

AAPL APPLE INC271.7K shares-4.08%2026-03-312026-05-12

IWB ISHARES TR112.7K shares-1.42%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS540.9K shares2.82%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T59.1K shares-1.23%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL74.0K shares7.71%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST708.2K shares-1.38%2026-03-312026-05-12

Sponsored

FBND FIDELITY MERRIMACK STR TR749.6K shares1.89%2026-03-312026-05-12

AOR ISHARES TR509.4K shares5.84%2026-03-312026-05-12

VIOV VANGUARD ADMIRAL FDS INC306.7K shares-1.57%2026-03-312026-05-12

MUB ISHARES TR288.9K shares-4.60%2026-03-312026-05-12

VTI VANGUARD INDEX FDS94.3K shares-0.07%2026-03-312026-05-12

CRBN ISHARES TR119.3K shares2.33%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F333.0K shares-0.02%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST727.7K shares0.00%2026-03-312026-05-12

Sponsored

VB VANGUARD INDEX FDS88.4K shares8.40%2026-03-312026-05-12

AGG ISHARES TR224.4K shares16.02%2026-03-312026-05-12

FNDE SCHWAB STRATEGIC TR544.9K shares0.49%2026-03-312026-05-12

DFNM DIMENSIONAL ETF TRUST428.7K shares7.16%2026-03-312026-05-12

ALPHABET INC ALPHABET INC68.3K shares-5.46%2026-03-312026-05-12

VTV VANGUARD INDEX FDS99.4K shares-1.22%2026-03-312026-05-12

DEM WISDOMTREE TR385.1K shares-6.62%2026-03-312026-05-12

MSFT MICROSOFT CORP42.3K shares-12.06%2026-03-312026-05-12

Sponsored

PWRD TCW ETF TRUST160.0K shares8.79%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS241.0K shares1.06%2026-03-312026-05-12

IWN ISHARES TR79.9K shares-3.07%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR281.4K shares-0.35%2026-03-312026-05-12

IWM ISHARES TR55.7K shares2.39%2026-03-312026-05-12

VSS VANGUARD INTL EQUITY INDEX F92.9K shares-0.34%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR267.8K shares4.03%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST320.2K shares0.00%2026-03-312026-05-12

Sponsored

DFAT DIMENSIONAL ETF TRUST188.3K shares-1.53%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST205.8K shares0.28%2026-03-312026-05-12

ALPHABET INC ALPHABET INC37.6K shares-8.34%2026-03-312026-05-12

VOTE TCW ETF TRUST132.0K shares0.96%2026-03-312026-05-12

IDEV ISHARES TR110.7K shares7.77%2026-03-312026-05-12

IJH ISHARES TR135.1K shares-1.95%2026-03-312026-05-12

VGT VANGUARD WORLD FD12.9K shares-3.27%2026-03-312026-05-12

DLN WISDOMTREE TR93.7K shares5.43%2026-03-312026-05-12

Sponsored

EFA ISHARES TR85.6K shares2.36%2026-03-312026-05-12

NVDA NVIDIA CORPORATION47.6K shares-4.56%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST114.9K shares-0.47%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F150.7K shares7.53%2026-03-312026-05-12

IJR ISHARES TR64.5K shares0.27%2026-03-312026-05-12

IWD ISHARES TR36.5K shares-0.33%2026-03-312026-05-12

USMV ISHARES TR83.1K shares-0.13%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO25.4K shares2.64%2026-03-312026-05-12

Sponsored

IWV ISHARES TR19.9K shares-19.00%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS72.3K shares0.00%2026-03-312026-05-12

QAI NEW YORK LIFE INVESTMENTS ET196.8K shares11.77%2026-03-312026-05-12

DSI ISHARES TR54.8K shares0.00%2026-03-312026-05-12

MNA NEW YORK LIFE INVESTMENTS ET170.2K shares12.23%2026-03-312026-05-12

AMZN AMAZON COM INC28.7K shares-14.38%2026-03-312026-05-12

ITOT ISHARES TR40.2K shares0.00%2026-03-312026-05-12

XOM EXXON MOBIL CORP32.9K shares25.83%2026-03-312026-05-12

Sponsored

SUSA ISHARES TR42.0K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC9.5K shares-15.07%2026-03-312026-05-12

VUG VANGUARD INDEX FDS12.3K shares-4.51%2026-03-312026-05-12

EFAV ISHARES TR55.9K shares-14.95%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON20.6K shares3.80%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR194.4K shares-14.52%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR8.2K shares3.78%2026-03-312026-05-12

IYY ISHARES TR29.7K shares0.00%2026-03-312026-05-12

Sponsored

RY ROYAL BK CDA28.3K shares0.92%2026-03-312026-05-12

VV VANGUARD INDEX FDS14.4K shares0.03%2026-03-312026-05-12

IUSG ISHARES TR27.8K shares0.00%2026-03-312026-05-12

VUSB VANGUARD BD INDEX FDS85.6K shares-3.50%2026-03-312026-05-12

PG PROCTER & GAMBLE CO29.1K shares-7.52%2026-03-312026-05-12

CINF CINCINNATI FINL CORP26.7K shares-1.25%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS82.0K shares0.35%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.9K shares16.34%2026-03-312026-05-12

Sponsored

DBMF LITMAN GREGORY FDS TR126.5K shares-3.13%2026-03-312026-05-12

SHY ISHARES TR45.4K shares7.80%2026-03-312026-05-12

SCZ ISHARES TR46.1K shares-12.74%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-12

IWR ISHARES TR36.9K shares-6.10%2026-03-312026-05-12

TJX TJX COS INC NEW21.4K shares-3.59%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS37.2K shares-2.16%2026-03-312026-05-12

BROADCOM INC BROADCOM INC10.4K shares-13.28%2026-03-312026-05-12

Sponsored

QCOM QUALCOMM INC24.8K shares96.34%2026-03-312026-05-12

ADBE ADOBE INC12.0K shares-2.75%2026-03-312026-05-12

RYTM RHYTHM PHARMACEUTICALS INC33.0K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC17.6K shares5.86%2026-03-312026-05-12

ORCL ORACLE CORP18.5K shares-10.68%2026-03-312026-05-12

CVX CHEVRON CORPORATION12.9K shares5.30%2026-03-312026-05-12

IWF ISHARES TR6.2K shares-18.80%2026-03-312026-05-12

CSCO CISCO SYS INC34.2K shares-0.85%2026-03-312026-05-12

Sponsored

ACWI ISHARES TR17.2K shares2.39%2026-03-312026-05-12

AOM ISHARES TR49.7K shares9.84%2026-03-312026-05-12

TDG TRANSDIGM GROUP INC2.0K shares-0.05%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP23.7K shares-2.25%2026-03-312026-05-12

DGRO ISHARES TR31.6K shares4.91%2026-03-312026-05-12

SDY SPDR SERIES TRUST14.9K shares2.27%2026-03-312026-05-12

CRM SALESFORCE INC11.5K shares-0.88%2026-03-312026-05-12

EAGG ISHARES TR44.6K shares-2.93%2026-03-312026-05-12

Sponsored

ABBV ABBVIE INC9.7K shares3.10%2026-03-312026-05-12

BILL HOLDINGS INC BILL HOLDINGS INC54.4K shares-8.73%2026-03-312026-05-12

CAT CATERPILLAR INC2.9K shares12.89%2026-03-312026-05-12

EEM ISHARES TR35.4K shares-11.11%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR79.7K shares0.00%2026-03-312026-05-12

SHV ISHARES TR17.8K shares-0.56%2026-03-312026-05-12

RTX RTX CORPORATION10.1K shares6.44%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS13.1K shares1.97%2026-03-312026-05-12

Sponsored

COST COSTCO WHOLESALE CORPORATION1.9K shares-12.89%2026-03-312026-05-12

ESML ISHARES TR40.3K shares0.00%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 403.1K shares-1.92%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC15.4K shares1.65%2026-03-312026-05-12

ABT ABBOTT LABORATORIES17.7K shares5.86%2026-03-312026-05-12

WFC WELLS FARGO & CO22.7K shares4.00%2026-03-312026-05-12

VNQI VANGUARD INTL EQUITY INDEX F40.0K shares-3.27%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP2.6K sharesnew addition2026-03-312026-05-12

Sponsored

AMGN AMGEN INC5.0K shares6.44%2026-03-312026-05-12

BAC BANK AMERICA CORP35.7K shares-0.58%2026-03-312026-05-12

TSLA TESLA INC4.6K shares-5.89%2026-03-312026-05-12

VO VANGUARD INDEX FDS5.9K shares0.20%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR54.6K shares-2.11%2026-03-312026-05-12

LOW LOWES COS INC6.8K shares-6.03%2026-03-312026-05-12

MA MASTERCARD INCORPORATED3.1K shares-10.38%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO5.1K shares6.43%2026-03-312026-05-12

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.4K shares-6.75%2026-03-312026-05-12

WMT WALMART INC12.0K shares-9.07%2026-03-312026-05-12

V VISA INC4.9K shares-18.96%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS6.1K shares2.46%2026-03-312026-05-12

LLY ELI LILLY & CO1.6K shares75.50%2026-03-312026-05-12

UNP UNION PAC CORP6.0K shares-8.29%2026-03-312026-05-12

MPC MARATHON PETE CORP5.9K shares-1.50%2026-03-312026-05-12

VBK VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC4.2K shares-15.96%2026-03-312026-05-12

SDG ISHARES TR16.5K shares-12.92%2026-03-312026-05-12

DIS DISNEY WALT CO13.9K shares5.42%2026-03-312026-05-12

DIHP DIMENSIONAL ETF TRUST39.9K shares0.00%2026-03-312026-05-12

EEMV ISHARES INC19.2K shares-5.21%2026-03-312026-05-12

IWP ISHARES TR9.6K shares-30.09%2026-03-312026-05-12

GLD SPDR GOLD TR2.8K shares4.12%2026-03-312026-05-12

AOA ISHARES TR13.3K shares0.70%2026-03-312026-05-12

Sponsored

LQD ISHARES TR10.7K shares-1.54%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC2.8K shares-5.86%2026-03-312026-05-12

IWO ISHARES TR3.6K shares-3.51%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR36.2K shares-20.74%2026-03-312026-05-12

NFLX NETFLIX INC.11.2K shares-16.74%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS18.0K shares13.66%2026-03-312026-05-12

AMAT APPLIED MATLS INC3.0K shares-7.32%2026-03-312026-05-12

PAYX PAYCHEX INC11.1K shares-0.09%2026-03-312026-05-12

Sponsored

MMM 3M CO7.0K shares-2.42%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR7.5K shares-18.97%2026-03-312026-05-12

QSR RESTAURANT BRANDS INTL INC13.1K shares-0.15%2026-03-312026-05-12

KO COCA COLA CO12.6K shares-7.78%2026-03-312026-05-12

MGK VANGUARD WORLD FD2.6K shares-9.89%2026-03-312026-05-12

PFE PFIZER INC33.9K shares18.51%2026-03-312026-05-12

DVY ISHARES TR6.3K shares0.06%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE3.3K shares-26.19%2026-03-312026-05-12

Sponsored

IVE ISHARES TR4.4K shares2.43%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR36.6K shares15.67%2026-03-312026-05-12

SLGN SILGAN HLDGS INC23.1K shares-0.11%2026-03-312026-05-12

HDV ISHARES TR6.6K shares3.59%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP4.7K shares-4.72%2026-03-312026-05-12

USB US BANCORP16.6K shares-6.29%2026-03-312026-05-12

ACLX ARCELLX INC7.3K shares-7.31%2026-03-312026-05-12

QEMM SPDR INDEX SHS FDS12.1K shares0.00%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC986 shares-1.20%2026-03-312026-05-12

IJT ISHARES TR5.7K shares0.00%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR9.2K shares0.00%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL24.0K shares-6.13%2026-03-312026-05-12

IUSB ISHARES TR16.8K shares20.11%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F5.6K shares9.20%2026-03-312026-05-12

FDX FEDEX CORP2.2K shares-9.34%2026-03-312026-05-12

DHR DANAHER CORP DEL4.1K shares-9.23%2026-03-312026-05-12

Sponsored

HON HONEYWELL INTL INC3.4K shares128.56%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS12.8K shares15.04%2026-03-312026-05-12

VXF VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-05-12

ESGD ISHARES TR7.9K shares0.00%2026-03-312026-05-12

RDIV INVESCO EXCH TRADED FD TR II13.4K shares0.00%2026-03-312026-05-12

VXUS VANGUARD STAR FDS9.7K shares7.61%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC2.8K shares-8.79%2026-03-312026-05-12

PVLA PALVELLA THERAPEUTICS INC NE5.9K shares0.00%2026-03-312026-05-12

Sponsored

ESGU ISHARES TR5.1K shares-0.02%2026-03-312026-05-12

VOE VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-12

GEV GE VERNOVA INC812 shares-14.80%2026-03-312026-05-12

NN NEXTNAV INC44.2K sharesnew addition2026-03-312026-05-12

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY8.9K shares-0.19%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR22.1K shares-41.49%2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST17.3K shares0.00%2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW3.4K shares-36.95%2026-03-312026-05-12

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.4K shares8.74%2026-03-312026-05-12

BBH VANECK ETF TRUST3.3K shares-6.69%2026-03-312026-05-12

NRG NRG ENERGY INC4.3K sharesnew addition2026-03-312026-05-12

BBH TR BBH TR41.0K shares0.00%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-14.04%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC3.7K shares51.40%2026-03-312026-05-12

IDV ISHARES TR13.8K shares1.22%2026-03-312026-05-12

SPYM SPDR SERIES TRUST7.6K shares-9.21%2026-03-312026-05-12

Sponsored

LMT LOCKHEED MARTIN CORP953 shares91.37%2026-03-312026-05-12

MS MORGAN STANLEY3.5K shares-1.41%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.4K shares-2.54%2026-03-312026-05-12

DE DEERE & CO1.0K shares0.20%2026-03-312026-05-12

INTC INTEL CORP12.8K shares5.50%2026-03-312026-05-12

HBAN HUNTINGTON BANCSHARES INC35.7K shares-0.93%2026-03-312026-05-12

SOXX ISHARES TR1.7K shares13.49%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC570 shares35.39%2026-03-312026-05-12

Sponsored

UBER UBER TECHNOLOGIES INC7.6K shares-5.06%2026-03-312026-05-12

HYG ISHARES TR6.7K shares-67.09%2026-03-312026-05-12

MCD MCDONALDS CORP1.7K shares-4.61%2026-03-312026-05-12

IJJ ISHARES TR4.0K shares0.00%2026-03-312026-05-12

TIP ISHARES TR4.8K shares8.99%2026-03-312026-05-12

VAW VANGUARD WORLD FD2.3K shares-7.78%2026-03-312026-05-12

SRE SEMPRA5.3K sharesnew addition2026-03-312026-05-12

TEM TEMPUS AI INC11.4K sharesnew addition2026-03-312026-05-12

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.5K sharesnew addition2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.0K shares0.00%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR17.5K shares-0.01%2026-03-312026-05-12

COP CONOCOPHILLIPS3.8K shares0.89%2026-03-312026-05-12

AVUS AMERICAN CENTY ETF TR4.5K shares0.00%2026-03-312026-05-12

NOBL PROSHARES TR4.6K shares0.00%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC5.6K shares56.20%2026-03-312026-05-12

SO SOUTHERN CO4.9K shares10.30%2026-03-312026-05-12

Sponsored

SPSB SPDR SERIES TRUST15.8K shares5.18%2026-03-312026-05-12

TOTALENERGIES SE TOTALENERGIES SE5.2K shares9.98%2026-03-312026-05-12

VOT VANGUARD INDEX FDS1.8K shares-23.77%2026-03-312026-05-12

GSK PLC GSK PLC8.5K shares3.78%2026-03-312026-05-12

TOTL SSGA ACTIVE ETF TR11.6K shares2.84%2026-03-312026-05-12

DVN DEVON ENERGY CORP NEW9.0K sharesnew addition2026-03-312026-05-12

CMCSA COMCAST CORP NEW15.7K shares-7.53%2026-03-312026-05-12

JCI JOHNSON CONTROLS INTERNATION3.4K sharesnew addition2026-03-312026-05-12

Sponsored

NVS NOVARTIS AG2.9K shares10.15%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR14.1K shares0.00%2026-03-312026-05-12

TFC TRUIST FINL CORP9.5K shares-2.62%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR5.1K shares0.00%2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS4.3K shares11.69%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC2.6K shares65.76%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC1.2K shares-15.16%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC8.5K shares3.44%2026-03-312026-05-12

Sponsored

ESGE ISHARES INC9.3K shares0.00%2026-03-312026-05-12

QUAL ISHARES TR2.2K shares-7.99%2026-03-312026-05-12

EFG ISHARES TR3.7K shares-0.03%2026-03-312026-05-12

VIS VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-05-12

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC12.1K shares0.00%2026-03-312026-05-12

KEYS KEYSIGHT TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-12

ECL ECOLAB INC1.5K shares-0.73%2026-03-312026-05-12

SBUX STARBUCKS CORP4.4K shares-9.75%2026-03-312026-05-12

Sponsored

NEE NEXTERA ENERGY INC4.2K shares10.65%2026-03-312026-05-12

WM WASTE MGMT INC DEL1.7K shares-16.40%2026-03-312026-05-12

SPGI S&P GLOBAL INC872 sharesnew addition2026-03-312026-05-12

PH PARKER-HANNIFIN CORP412 shares-4.41%2026-03-312026-05-12

GLDM WORLD GOLD TR3.9K shares1.69%2026-03-312026-05-12

NUEM NUSHARES ETF TR9.6K shares0.00%2026-03-312026-05-12

A AGILENT TECHNOLOGIES INC3.1K sharesnew addition2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND758 shares-17.34%2026-03-312026-05-12

Sponsored

NOK NOKIA CORP43.2K shares86.48%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS7.6K shares0.00%2026-03-312026-05-12

IGSB ISHARES TR6.6K shares-2.22%2026-03-312026-05-12

VHT VANGUARD WORLD FD1.3K shares16.48%2026-03-312026-05-12

STRL STERLING INFRASTRUCTURE INC850 shares-15.00%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR14.9K shares0.00%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC3.0K shares56.17%2026-03-312026-05-12

RLJ-PA RLJ LODGING TR14.0K shares0.00%2026-03-312026-05-12

Sponsored

VGK VANGUARD INTL EQUITY INDEX F4.0K shares0.00%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2026-03-312026-05-12

MCK MCKESSON CORP375 shares-23.16%2026-03-312026-05-12

ASML ASML HLDG NV245 shares11.36%2026-03-312026-05-12

AOK ISHARES TR8.1K shares0.00%2026-03-312026-05-12

IONQ IONQ INC10.9K shares-32.77%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS3.9K shares-5.31%2026-03-312026-05-12

BA BOEING CO1.6K shares-0.06%2026-03-312026-05-12

Sponsored

RWX SPDR INDEX SHS FDS11.7K shares0.00%2026-03-312026-05-12

O REALTY INCOME CORP5.1K sharesnew addition2026-03-312026-05-12

RWR SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-05-12

MO ALTRIA GROUP INC4.5K sharesnew addition2026-03-312026-05-12

SPDN DIREXION SHARES ETF TRUST29.8K shares0.00%2026-03-312026-05-12

ENB ENBRIDGE INC5.4K shares-6.10%2026-03-312026-05-12

REET ISHARES TR11.7K shares-20.76%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR6.4K shares-8.27%2026-03-312026-05-12

Sponsored

QLC FLEXSHARES TR3.8K shares0.00%2026-03-312026-05-12

HYMB SPDR SERIES TRUST11.8K shares-80.52%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS3.7K shares-25.59%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-12

T AT&T INC9.9K sharesnew addition2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares-8.59%2026-03-312026-05-12

MET METLIFE INC4.0K shares17.49%2026-03-312026-05-12

NFG NATIONAL FUEL GAS CO3.0K shares-5.84%2026-03-312026-05-12

Sponsored

BEP BROOKFIELD RENEWABLE ENERGY8.6K shares0.00%2026-03-312026-05-12

HPE HEWLETT PACKARD ENTERPRISE C11.7K sharesnew addition2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-05-12

AMP AMERIPRISE FINL INC612 sharesnew addition2026-03-312026-05-12

TMUS T-MOBILE US INC1.3K shares-23.61%2026-03-312026-05-12

ETFS GOLD TR ETFS GOLD TR6.1K shares16.21%2026-03-312026-05-12

CB CHUBB LTD SWITZ827 shares-26.42%2026-03-312026-05-12

EWL ISHARES INC4.6K shares-6.59%2026-03-312026-05-12

Sponsored

DFAI DIMENSIONAL ETF TRUST6.9K sharesnew addition2026-03-312026-05-12

GWX SPDR INDEX SHS FDS6.3K shares0.00%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP4.1K sharesnew addition2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC1.0K shares-25.13%2026-03-312026-05-12

ESAB ESAB CORPORATION2.6K shares-37.81%2026-03-312026-05-12

SLB SLB LIMITED5.0K shares-12.64%2026-03-312026-05-12

VPL VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS330 shares-17.29%2026-03-312026-05-12

Sponsored

LINDE PLC LINDE PLC511 shares-10.19%2026-03-312026-05-12

VTEC VANGUARD CALIF TAX FREE FDS2.5K shares0.00%2026-03-312026-05-12

JEF JEFFERIES FINANCIAL GROUP IN6.1K shares-1.24%2026-03-312026-05-12

CW CURTISS WRIGHT CORP367 sharesnew addition2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GROUP3.1K sharesnew addition2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-75.79%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares10.65%2026-03-312026-05-12

BCAL CALIFORNIA BANCORP13.9K shares0.00%2026-03-312026-05-12

Sponsored

CHTR CHARTER COMMUNICATIONS INC1.1K shares-1.77%2026-03-312026-05-12

IYE ISHARES TR3.7K sharesnew addition2026-03-312026-05-12

IWS ISHARES TR1.6K shares-51.09%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR8.2K shares0.00%2026-03-312026-05-12

CMI CUMMINS INC424 sharesnew addition2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS2.7K sharesnew addition2026-03-312026-05-12

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-12

TD TORONTO DOMINION BK ONT2.4K sharesnew addition2026-03-312026-05-12

Sponsored

AIG AMERICAN INTL GROUP INC3.0K shares-3.34%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS2.0K shares-0.05%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC52 shares-24.64%2026-03-312026-05-12

GLW CORNING INC1.6K sharesnew addition2026-03-312026-05-12

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-05-12

HP INC HP INC11.2K sharesnew addition2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR1.9K shares-18.49%2026-03-312026-05-12

APD AIR PRODUCTS AND CHEMICALS I734 sharesnew addition2026-03-312026-05-12

Sponsored

URTH ISHARES INC1.2K shares-9.33%2026-03-312026-05-12

ALL ALLSTATE CORP1.0K sharesnew addition2026-03-312026-05-12

CTVA CORTEVA INC2.5K sharesnew addition2026-03-312026-05-12

IRM IRON MTN INC DEL2.0K sharesnew addition2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP775 shares-7.85%2026-03-312026-05-12

TXT TEXTRON INC2.3K sharesnew addition2026-03-312026-05-12

GUNR FLEXSHARES TR3.6K sharesnew addition2026-03-312026-05-12

XERS XERIS BIOPHARMA HOLDINGS INC20.0K shares0.00%2026-03-312026-05-12

Sponsored

ABEV AMBEV SA25.0K shares-0.59%2026-03-312026-05-12

UA UNDER ARMOUR INC10.0K sharesnew addition2026-03-312026-05-12

IVV

ISHARES TR

5.41%

Shares661.9K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

7.33%

Shares1.7M

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

2.82%

Shares3.7M

Event2026-03-31

Filed2026-05-12

ACWV

ISHARES INC

1.34%

Shares2.4M

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

-1.63%

Shares4.2M

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.12%

Shares955.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.53%

Shares181.1K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

7.77%

Shares986.8K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

-1.96%

Shares1.1M

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

1.85%

Shares1.1M

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-4.08%

Shares271.7K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

-1.42%

Shares112.7K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

2.82%

Shares540.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-1.23%

Shares59.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

7.71%

Shares74.0K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

-1.38%

Shares708.2K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

1.89%

Shares749.6K

Event2026-03-31

Filed2026-05-12

AOR

ISHARES TR

5.84%

Shares509.4K

Event2026-03-31

Filed2026-05-12

VIOV

VANGUARD ADMIRAL FDS INC

-1.57%

Shares306.7K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

-4.60%

Shares288.9K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-0.07%

Shares94.3K

Event2026-03-31

Filed2026-05-12

CRBN

ISHARES TR

2.33%

Shares119.3K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

-0.02%

Shares333.0K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares727.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

8.40%

Shares88.4K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

16.02%

Shares224.4K

Event2026-03-31

Filed2026-05-12

FNDE

SCHWAB STRATEGIC TR

0.49%

Shares544.9K

Event2026-03-31

Filed2026-05-12

DFNM

DIMENSIONAL ETF TRUST

7.16%

Shares428.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-5.46%

Shares68.3K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-1.22%

Shares99.4K

Event2026-03-31

Filed2026-05-12

DEM

WISDOMTREE TR

-6.62%

Shares385.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-12.06%

Shares42.3K

Event2026-03-31

Filed2026-05-12

PWRD

TCW ETF TRUST

8.79%

Shares160.0K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

1.06%

Shares241.0K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES TR

-3.07%

Shares79.9K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

-0.35%

Shares281.4K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

2.39%

Shares55.7K

Event2026-03-31

Filed2026-05-12

VSS

VANGUARD INTL EQUITY INDEX F

-0.34%

Shares92.9K

Event2026-03-31

Filed2026-05-12

FNDF

SCHWAB STRATEGIC TR

4.03%

Shares267.8K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares320.2K

Event2026-03-31

Filed2026-05-12

DFAT

DIMENSIONAL ETF TRUST

-1.53%

Shares188.3K

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

0.28%

Shares205.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-8.34%

Shares37.6K

Event2026-03-31

Filed2026-05-12

VOTE

TCW ETF TRUST

0.96%

Shares132.0K

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES TR

7.77%

Shares110.7K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-1.95%

Shares135.1K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

-3.27%

Shares12.9K

Event2026-03-31

Filed2026-05-12

DLN

WISDOMTREE TR

5.43%

Shares93.7K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

2.36%

Shares85.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-4.56%

Shares47.6K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

-0.47%

Shares114.9K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

7.53%

Shares150.7K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

0.27%

Shares64.5K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

-0.33%

Shares36.5K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

-0.13%

Shares83.1K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

2.64%

Shares25.4K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

-19.00%

Shares19.9K

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares72.3K

Event2026-03-31

Filed2026-05-12

QAI

NEW YORK LIFE INVESTMENTS ET

11.77%

Shares196.8K

Event2026-03-31

Filed2026-05-12

DSI

ISHARES TR

0.00%

Shares54.8K

Event2026-03-31

Filed2026-05-12

MNA

NEW YORK LIFE INVESTMENTS ET

12.23%

Shares170.2K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-14.38%

Shares28.7K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.00%

Shares40.2K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

25.83%

Shares32.9K

Event2026-03-31

Filed2026-05-12

SUSA

ISHARES TR

0.00%

Shares42.0K

Event2026-03-31

Filed2026-05-12