The Analysis of Asset Dedication, LLC's Holdings & P&L


Currently, Asset Dedication, LLC holds 1114 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BRK.B (+9.0K shares, valued at $4.3M), DFAC (+107.2K shares, valued at $4.2M), VYMI (+26.8K shares, valued at $2.5M); decreased their positions in DFUS (-367.0K shares, valued at $26.0M), DFAX (-257.9K shares, valued at $8.8M), ITOT (-59.1K shares, valued at $8.4M); initiated new positions in BRK.B (+9.0K shares, valued at $4.3M), DFSV (+7.8K shares, valued at $272.2K), AZN (+1.4K shares, valued at $270.8K).


1M P&L
+46.8M+3.00%
3M P&L
+26.8M+1.70%
HY P&L
+74.1M+4.84%

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/A1.1B
79.5%
2Semiconductors34.1M
2.4%
3Consumer Electronics18.3M
1.3%

Top Industries by Stock Count

1N/A444 stocks
40.0%
2Software - Application27 stocks
2.4%
3Utilities - Regulated Electric25 stocks
2.3%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
2.46%
Shares4.5M
Event2026-03-31
Filed2026-05-29
DFAT
DIMENSIONAL ETF TRUST
-2.30%
Shares2.5M
Event2026-03-31
Filed2026-05-29
DFEV
DIMENSIONAL ETF TRUST
-3.75%
Shares2.6M
Event2026-03-31
Filed2026-05-29
DFEM
DIMENSIONAL ETF TRUST
-5.05%
Shares2.5M
Event2026-03-31
Filed2026-05-29
DFIC
DIMENSIONAL ETF TRUST
-4.41%
Shares2.4M
Event2026-03-31
Filed2026-05-29
DFAX
DIMENSIONAL ETF TRUST
-13.19%
Shares1.7M
Event2026-03-31
Filed2026-05-29
DISV
DIMENSIONAL ETF TRUST
-1.40%
Shares1.2M
Event2026-03-31
Filed2026-05-29
BSCQ
INVESCO EXCH TRD SLF IDX FD
-4.07%
Shares1.4M
Event2026-03-31
Filed2026-05-29
DFUS
DIMENSIONAL ETF TRUST
-52.44%
Shares332.9K
Event2026-03-31
Filed2026-05-29
AAPL
APPLE INC
-25.56%
Shares71.9K
Event2026-03-31
Filed2026-05-29
BSCR
INVESCO EXCH TRD SLF IDX FD
-4.53%
Shares842.0K
Event2026-03-31
Filed2026-05-29
NVDA
NVIDIA CORPORATION
-15.19%
Shares92.1K
Event2026-03-31
Filed2026-05-29
BSCS
INVESCO EXCH TRD SLF IDX FD
-2.84%
Shares769.8K
Event2026-03-31
Filed2026-05-29
MDYV
SPDR SERIES TRUST
-34.86%
Shares151.3K
Event2026-03-31
Filed2026-05-29
BSCT
INVESCO EXCH TRD SLF IDX FD
7.02%
Shares660.3K
Event2026-03-31
Filed2026-05-29
BSCU
INVESCO EXCH TRD SLF IDX FD
11.06%
Shares717.4K
Event2026-03-31
Filed2026-05-29
MSFT
MICROSOFT CORP
-13.22%
Shares31.8K
Event2026-03-31
Filed2026-05-29
AVGO
BROADCOM INC
-4.11%
Shares34.0K
Event2026-03-31
Filed2026-05-29
SLYV
SPDR SERIES TRUST
-0.36%
Shares111.2K
Event2026-03-31
Filed2026-05-29
WMT
WALMART INC
-8.64%
Shares74.8K
Event2026-03-31
Filed2026-05-29
SCHX
SCHWAB STRATEGIC TR
1.62%
Shares361.1K
Event2026-03-31
Filed2026-05-29
BSCV
INVESCO EXCH TRD SLF IDX FD
6.02%
Shares526.2K
Event2026-03-31
Filed2026-05-29
CAT
CATERPILLAR INC
-18.10%
Shares11.5K
Event2026-03-31
Filed2026-05-29
IBTG
ISHARES TR
27.90%
Shares346.9K
Event2026-03-31
Filed2026-05-29
JPM
JPMORGAN CHASE & CO
-12.63%
Shares26.9K
Event2026-03-31
Filed2026-05-29
AMZN
AMAZON COM INC
-19.05%
Shares37.3K
Event2026-03-31
Filed2026-05-29
SCHA
SCHWAB STRATEGIC TR
4.27%
Shares261.6K
Event2026-03-31
Filed2026-05-29
DGRO
ISHARES TR
-3.78%
Shares108.4K
Event2026-03-31
Filed2026-05-29
BSCW
INVESCO EXCH TRD SLF IDX FD
13.05%
Shares358.3K
Event2026-03-31
Filed2026-05-29
XOM
EXXON MOBIL CORP
-13.02%
Shares42.4K
Event2026-03-31
Filed2026-05-29
IEFA
ISHARES TR
-1.19%
Shares78.8K
Event2026-03-31
Filed2026-05-29
FNDE
SCHWAB STRATEGIC TR
-11.10%
Shares181.9K
Event2026-03-31
Filed2026-05-29
GOOG
ALPHABET INC
-7.32%
Shares24.1K
Event2026-03-31
Filed2026-05-29
NFLX
NETFLIX INC.
-5.51%
Shares70.2K
Event2026-03-31
Filed2026-05-29
SPY
STATE STR SPDR S&P 500 ETF T
-13.88%
Shares10.4K
Event2026-03-31
Filed2026-05-29
IJJ
ISHARES TR
-1.85%
Shares50.8K
Event2026-03-31
Filed2026-05-29
AXP
AMERICAN EXPRESS CO
-10.44%
Shares21.7K
Event2026-03-31
Filed2026-05-29
BSCX
INVESCO EXCH TRD SLF IDX FD
18.83%
Shares267.4K
Event2026-03-31
Filed2026-05-29
VOO
VANGUARD INDEX FDS
-6.07%
Shares9.3K
Event2026-03-31
Filed2026-05-29
GS
GOLDMAN SACHS GROUP INC
-9.95%
Shares6.5K
Event2026-03-31
Filed2026-05-29
IBTH
ISHARES TR
22.13%
Shares241.9K
Event2026-03-31
Filed2026-05-29
IEMG
ISHARES INC
-4.51%
Shares75.2K
Event2026-03-31
Filed2026-05-29
IJS
ISHARES TR
-46.15%
Shares41.7K
Event2026-03-31
Filed2026-05-29
IDEV
ISHARES TR
12.83%
Shares58.9K
Event2026-03-31
Filed2026-05-29
BSMQ
INVESCO EXCH TRD SLF IDX FD
12.81%
Shares204.3K
Event2026-03-31
Filed2026-05-29
IBTJ
ISHARES TR
44.45%
Shares218.5K
Event2026-03-31
Filed2026-05-29
IBTI
ISHARES TR
32.04%
Shares208.4K
Event2026-03-31
Filed2026-05-29
META
META PLATFORMS INC
-8.54%
Shares8.0K
Event2026-03-31
Filed2026-05-29
IBTK
ISHARES TR
43.07%
Shares229.6K
Event2026-03-31
Filed2026-05-29
COST
COSTCO WHOLESALE CORPORATION
-15.80%
Shares4.5K
Event2026-03-31
Filed2026-05-29
V
VISA INC
-20.65%
Shares14.6K
Event2026-03-31
Filed2026-05-29
IBTM
ISHARES TR
74.06%
Shares189.0K
Event2026-03-31
Filed2026-05-29
BRK.B
BERKSHIRE HATHAWAY INC DEL
New
Shares9.0K
Event2026-03-31
Filed2026-05-29
IBTL
ISHARES TR
46.77%
Shares210.5K
Event2026-03-31
Filed2026-05-29
SCHG
SCHWAB STRATEGIC TR
11.66%
Shares142.8K
Event2026-03-31
Filed2026-05-29
VTI
VANGUARD INDEX FDS
-58.31%
Shares12.9K
Event2026-03-31
Filed2026-05-29
ITOT
ISHARES TR
-67.62%
Shares28.3K
Event2026-03-31
Filed2026-05-29
DFSI
DIMENSIONAL ETF TRUST
-15.12%
Shares92.7K
Event2026-03-31
Filed2026-05-29
JNJ
JOHNSON & JOHNSON
-7.53%
Shares15.7K
Event2026-03-31
Filed2026-05-29
ORCL
ORACLE CORP
-15.11%
Shares26.0K
Event2026-03-31
Filed2026-05-29
GOOGL
ALPHABET INC
-23.47%
Shares13.1K
Event2026-03-31
Filed2026-05-29
LLY
ELI LILLY & CO
-6.07%
Shares4.1K
Event2026-03-31
Filed2026-05-29
IBM
INTERNATIONAL BUSINESS MACHS
-17.78%
Shares15.1K
Event2026-03-31
Filed2026-05-29
SCHB
SCHWAB STRATEGIC TR
14.38%
Shares143.5K
Event2026-03-31
Filed2026-05-29
TRV
TRAVELERS COMPANIES INC
-16.66%
Shares12.3K
Event2026-03-31
Filed2026-05-29
IVE
ISHARES TR
16.00%
Shares17.0K
Event2026-03-31
Filed2026-05-29
MCD
MCDONALDS CORP
-8.84%
Shares11.3K
Event2026-03-31
Filed2026-05-29
IVV
ISHARES TR
3.06%
Shares5.3K
Event2026-03-31
Filed2026-05-29
KO
COCA COLA CO
-10.67%
Shares45.2K
Event2026-03-31
Filed2026-05-29
RTX
RTX CORPORATION
-15.86%
Shares17.5K
Event2026-03-31
Filed2026-05-29
QQQ
INVESCO QQQ TR
8.64%
Shares5.8K
Event2026-03-31
Filed2026-05-29
CSCO
CISCO SYS INC
-14.47%
Shares42.3K
Event2026-03-31
Filed2026-05-29
VEA
VANGUARD TAX-MANAGED FDS
14.31%
Shares47.7K
Event2026-03-31
Filed2026-05-29
BSCY
INVESCO EXCH TRD SLF IDX FD
34.98%
Shares147.0K
Event2026-03-31
Filed2026-05-29
HD
HOME DEPOT INC
-18.57%
Shares8.8K
Event2026-03-31
Filed2026-05-29
BSMR
INVESCO EXCH TRD SLF IDX FD
-12.24%
Shares121.7K
Event2026-03-31
Filed2026-05-29
DIA
STATE STR SPDR DOW JONES IND
1.05%
Shares6.1K
Event2026-03-31
Filed2026-05-29
VWO
VANGUARD INTL EQUITY INDEX F
8.72%
Shares52.4K
Event2026-03-31
Filed2026-05-29
DFSE
DIMENSIONAL ETF TRUST
-23.24%
Shares65.5K
Event2026-03-31
Filed2026-05-29
MA
MASTERCARD INCORPORATED
-1.73%
Shares5.5K
Event2026-03-31
Filed2026-05-29
IJT
ISHARES TR
1.91%
Shares18.7K
Event2026-03-31
Filed2026-05-29
AMGN
AMGEN INC
-30.79%
Shares7.6K
Event2026-03-31
Filed2026-05-29
DFSU
DIMENSIONAL ETF TRUST
-23.36%
Shares65.0K
Event2026-03-31
Filed2026-05-29
VTV
VANGUARD INDEX FDS
0.29%
Shares13.2K
Event2026-03-31
Filed2026-05-29
VYMI
VANGUARD WHITEHALL FDS
5740.77%
Shares27.2K
Event2026-03-31
Filed2026-05-29
BSMS
INVESCO EXCH TRD SLF IDX FD
-10.95%
Shares108.6K
Event2026-03-31
Filed2026-05-29
MMM
3M CO
-11.13%
Shares17.5K
Event2026-03-31
Filed2026-05-29
SPEM
SPDR INDEX SHS FDS
-39.33%
Shares52.2K
Event2026-03-31
Filed2026-05-29
SUSA
ISHARES TR
-2.01%
Shares18.4K
Event2026-03-31
Filed2026-05-29
CVX
CHEVRON CORPORATION
-17.37%
Shares11.7K
Event2026-03-31
Filed2026-05-29
AVUV
AMERICAN CENTY ETF TR
-5.37%
Shares21.4K
Event2026-03-31
Filed2026-05-29
HUBB
HUBBELL INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-29
IWB
ISHARES TR
13.40%
Shares6.1K
Event2026-03-31
Filed2026-05-29
PG
PROCTER & GAMBLE CO
-16.08%
Shares14.9K
Event2026-03-31
Filed2026-05-29
COHR
COHERENT CORP
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-29
DEW
WISDOMTREE TR
0.56%
Shares31.8K
Event2026-03-31
Filed2026-05-29
VUG
VANGUARD INDEX FDS
2.64%
Shares4.8K
Event2026-03-31
Filed2026-05-29
SCHD
SCHWAB STRATEGIC TR
16.93%
Shares67.8K
Event2026-03-31
Filed2026-05-29
TMUS
T-MOBILE US INC
-2.25%
Shares9.7K
Event2026-03-31
Filed2026-05-29
MRK
MERCK & CO INC
-10.49%
Shares16.8K
Event2026-03-31
Filed2026-05-29
ESML
ISHARES TR
-2.69%
Shares42.9K
Event2026-03-31
Filed2026-05-29
ABBV
ABBVIE INC
-16.39%
Shares9.0K
Event2026-03-31
Filed2026-05-29
LOW
LOWES COS INC
-4.42%
Shares8.1K
Event2026-03-31
Filed2026-05-29
IWF
ISHARES TR
-17.65%
Shares4.5K
Event2026-03-31
Filed2026-05-29
HON
HONEYWELL INTL INC
-13.13%
Shares8.4K
Event2026-03-31
Filed2026-05-29
AVEM
AMERICAN CENTY ETF TR
-0.14%
Shares23.1K
Event2026-03-31
Filed2026-05-29
SCHF
SCHWAB STRATEGIC TR
27.28%
Shares74.6K
Event2026-03-31
Filed2026-05-29
SCHV
SCHWAB STRATEGIC TR
-11.48%
Shares60.1K
Event2026-03-31
Filed2026-05-29
UNH
UNITEDHEALTH GROUP INC
-19.01%
Shares6.7K
Event2026-03-31
Filed2026-05-29
IXUS
ISHARES TR
-6.58%
Shares20.5K
Event2026-03-31
Filed2026-05-29
GILD
GILEAD SCIENCES INC
-6.82%
Shares12.5K
Event2026-03-31
Filed2026-05-29
BSMT
INVESCO EXCH TRD SLF IDX FD
8.61%
Shares75.0K
Event2026-03-31
Filed2026-05-29
T
AT&T INC
2.29%
Shares59.4K
Event2026-03-31
Filed2026-05-29
ETN
EATON CORP PLC
-8.78%
Shares4.8K
Event2026-03-31
Filed2026-05-29
DVY
ISHARES TR
3.07%
Shares11.3K
Event2026-03-31
Filed2026-05-29
MU
MICRON TECHNOLOGY INC
-20.01%
Shares5.0K
Event2026-03-31
Filed2026-05-29
DFIV
DIMENSIONAL ETF TRUST
69.32%
Shares31.8K
Event2026-03-31
Filed2026-05-29
IJR
ISHARES TR
-0.04%
Shares13.5K
Event2026-03-31
Filed2026-05-29
VYM
VANGUARD WHITEHALL FDS
93.26%
Shares11.2K
Event2026-03-31
Filed2026-05-29
IWV
ISHARES TR
14.36%
Shares4.4K
Event2026-03-31
Filed2026-05-29
GD
GENERAL DYNAMICS CORP
-6.86%
Shares4.7K
Event2026-03-31
Filed2026-05-29
VZ
VERIZON COMMUNICATIONS INC
-14.14%
Shares31.6K
Event2026-03-31
Filed2026-05-29
TLTE
FLEXSHARES TR
-6.28%
Shares23.5K
Event2026-03-31
Filed2026-05-29
BAC
BANK AMERICA CORP
-9.38%
Shares32.1K
Event2026-03-31
Filed2026-05-29
AMD
ADVANCED MICRO DEVICES INC
-1.78%
Shares7.7K
Event2026-03-31
Filed2026-05-29
DFAS
DIMENSIONAL ETF TRUST
30.76%
Shares22.0K
Event2026-03-31
Filed2026-05-29
TXN
TEXAS INSTRS INC
-6.55%
Shares7.6K
Event2026-03-31
Filed2026-05-29
BSMU
INVESCO EXCH TRD SLF IDX FD
-16.86%
Shares66.8K
Event2026-03-31
Filed2026-05-29
VSS
VANGUARD INTL EQUITY INDEX F
-4.88%
Shares9.9K
Event2026-03-31
Filed2026-05-29
IWD
ISHARES TR
-12.85%
Shares6.6K
Event2026-03-31
Filed2026-05-29
NOW
SERVICENOW INC
-4.35%
Shares13.4K
Event2026-03-31
Filed2026-05-29
FNDC
SCHWAB STRATEGIC TR
-2.65%
Shares30.2K
Event2026-03-31
Filed2026-05-29
VO
VANGUARD INDEX FDS
14.10%
Shares4.7K
Event2026-03-31
Filed2026-05-29
CL
COLGATE PALMOLIVE CO
0.71%
Shares15.7K
Event2026-03-31
Filed2026-05-29
EBAY
EBAY INC.
-3.91%
Shares14.4K
Event2026-03-31
Filed2026-05-29
C
CITIGROUP INC
-1.85%
Shares11.1K
Event2026-03-31
Filed2026-05-29
CB
CHUBB LTD SWITZ
-14.76%
Shares3.9K
Event2026-03-31
Filed2026-05-29
PEP
PEPSICO INC
-13.82%
Shares7.9K
Event2026-03-31
Filed2026-05-29
AVES
AMERICAN CENTY ETF TR
-0.68%
Shares20.4K
Event2026-03-31
Filed2026-05-29
MS
MORGAN STANLEY
-1.03%
Shares7.3K
Event2026-03-31
Filed2026-05-29
EPD
ENTERPRISE PRODS PARTNERS L
-10.53%
Shares31.4K
Event2026-03-31
Filed2026-05-29
INTC
INTEL CORP
-13.05%
Shares26.8K
Event2026-03-31
Filed2026-05-29
ITW
ILLINOIS TOOL WKS INC
-7.57%
Shares4.5K
Event2026-03-31
Filed2026-05-29
LMT
LOCKHEED MARTIN CORP
-18.91%
Shares1.9K
Event2026-03-31
Filed2026-05-29
CRM
SALESFORCE INC
5.23%
Shares6.2K
Event2026-03-31
Filed2026-05-29
SPTM
SPDR SERIES TRUST
-20.56%
Shares14.6K
Event2026-03-31
Filed2026-05-29
FNDA
SCHWAB STRATEGIC TR
-5.56%
Shares35.4K
Event2026-03-31
Filed2026-05-29
PGR
PROGRESSIVE CORP
-1.70%
Shares5.7K
Event2026-03-31
Filed2026-05-29
DIS
DISNEY WALT CO
-31.52%
Shares11.7K
Event2026-03-31
Filed2026-05-29
AVDV
AMERICAN CENTY ETF TR
-5.13%
Shares11.1K
Event2026-03-31
Filed2026-05-29
VB
VANGUARD INDEX FDS
-13.09%
Shares4.2K
Event2026-03-31
Filed2026-05-29
EMXC
ISHARES INC
-32.84%
Shares13.9K
Event2026-03-31
Filed2026-05-29
DE
DEERE & CO
-10.89%
Shares1.9K
Event2026-03-31
Filed2026-05-29
EEMV
ISHARES INC
-0.99%
Shares16.5K
Event2026-03-31
Filed2026-05-29
ESGD
ISHARES TR
-9.92%
Shares11.1K
Event2026-03-31
Filed2026-05-29
COF
CAPITAL ONE FINL CORP
-16.54%
Shares5.8K
Event2026-03-31
Filed2026-05-29
PPG
PPG INDS INC
59.71%
Shares9.9K
Event2026-03-31
Filed2026-05-29
SHW
SHERWIN WILLIAMS CO
-28.61%
Shares3.2K
Event2026-03-31
Filed2026-05-29
EFA
ISHARES TR
15.39%
Shares10.4K
Event2026-03-31
Filed2026-05-29
SCHM
SCHWAB STRATEGIC TR
537.84%
Shares31.7K
Event2026-03-31
Filed2026-05-29
BA
BOEING CO
-21.59%
Shares4.8K
Event2026-03-31
Filed2026-05-29
TSLA
TESLA INC
-8.32%
Shares2.6K
Event2026-03-31
Filed2026-05-29
NOC
NORTHROP GRUMMAN CORP
-23.54%
Shares1.4K
Event2026-03-31
Filed2026-05-29
EFV
ISHARES TR
2.38%
Shares12.6K
Event2026-03-31
Filed2026-05-29
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-29
VBR
VANGUARD INDEX FDS
-40.22%
Shares4.2K
Event2026-03-31
Filed2026-05-29
USB
US BANCORP
141.03%
Shares17.3K
Event2026-03-31
Filed2026-05-29
SAP
SAP SE
-4.35%
Shares5.3K
Event2026-03-31
Filed2026-05-29
BLK
BLACKROCK INC
-12.75%
Shares931
Event2026-03-31
Filed2026-05-29
LIN
LINDE PLC
-7.06%
Shares1.8K
Event2026-03-31
Filed2026-05-29
CMI
CUMMINS INC
0.06%
Shares1.6K
Event2026-03-31
Filed2026-05-29
GLD
SPDR GOLD TR
20.92%
Shares2.0K
Event2026-03-31
Filed2026-05-29
VIG
VANGUARD SPECIALIZED FUNDS
25.09%
Shares4.0K
Event2026-03-31
Filed2026-05-29
NKE
NIKE INC
-30.13%
Shares16.0K
Event2026-03-31
Filed2026-05-29
VEU
VANGUARD INTL EQUITY INDEX F
-21.56%
Shares11.1K
Event2026-03-31
Filed2026-05-29
SLB
SLB LIMITED
-4.19%
Shares16.1K
Event2026-03-31
Filed2026-05-29
SPLV
INVESCO EXCH TRADED FD TR II
0.00%
Shares11.2K
Event2026-03-31
Filed2026-05-29
EZM
WISDOMTREE TR
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-29
VBK
VANGUARD INDEX FDS
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-29
USCI
UNITED STS COMMODITY INDEX F
-2.93%
Shares8.4K
Event2026-03-31
Filed2026-05-29
SBUX
STARBUCKS CORP
-22.30%
Shares8.8K
Event2026-03-31
Filed2026-05-29
YUM
YUM BRANDS INC
-7.10%
Shares5.0K
Event2026-03-31
Filed2026-05-29
USMV
ISHARES TR
0.50%
Shares8.4K
Event2026-03-31
Filed2026-05-29
IYW
ISHARES TR
1.63%
Shares4.2K
Event2026-03-31
Filed2026-05-29
SCHE
SCHWAB STRATEGIC TR
0.24%
Shares22.7K
Event2026-03-31
Filed2026-05-29
EDIV
SPDR INDEX SHS FDS
-14.07%
Shares18.9K
Event2026-03-31
Filed2026-05-29
ASML
ASML HLDG NV
-2.95%
Shares560
Event2026-03-31
Filed2026-05-29
SCZ
ISHARES TR
0.53%
Shares9.3K
Event2026-03-31
Filed2026-05-29
IBIT
ISHARES BITCOIN TRUST ETF
15.02%
Shares18.9K
Event2026-03-31
Filed2026-05-29
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-29
ABT
ABBOTT LABORATORIES
-21.89%
Shares6.9K
Event2026-03-31
Filed2026-05-29
SLYG
SPDR SERIES TRUST
-0.12%
Shares7.3K
Event2026-03-31
Filed2026-05-29
TDG
TRANSDIGM GROUP INC
-2.56%
Shares608
Event2026-03-31
Filed2026-05-29
DELL
DELL TECHNOLOGIES INC
1.73%
Shares4.3K
Event2026-03-31
Filed2026-05-29
ELV
ELEVANCE HEALTH INC FORMERLY
-32.02%
Shares2.4K
Event2026-03-31
Filed2026-05-29
DHR
DANAHER CORP DEL
21.70%
Shares3.6K
Event2026-03-31
Filed2026-05-29
AVSE
AMERICAN CENTY ETF TR
0.92%
Shares10.2K
Event2026-03-31
Filed2026-05-29
VSGX
VANGUARD WORLD FD
1.52%
Shares9.4K
Event2026-03-31
Filed2026-05-29
ADBE
ADOBE INC
-17.78%
Shares2.8K
Event2026-03-31
Filed2026-05-29
ESGE
ISHARES INC
-43.36%
Shares14.7K
Event2026-03-31
Filed2026-05-29
RSPH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares21.8K
Event2026-03-31
Filed2026-05-29
DFAE
DIMENSIONAL ETF TRUST
171.92%
Shares19.2K
Event2026-03-31
Filed2026-05-29
DON
WISDOMTREE TR
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-29
MAR
MARRIOTT INTL INC NEW
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-29
MET
METLIFE INC
-0.70%
Shares9.1K
Event2026-03-31
Filed2026-05-29
PDN
INVESCO EXCH TRADED FD TR II
-3.46%
Shares14.7K
Event2026-03-31
Filed2026-05-29
TGT
TARGET CORP
248.46%
Shares5.2K
Event2026-03-31
Filed2026-05-29
PH
PARKER-HANNIFIN CORP
-3.69%
Shares679
Event2026-03-31
Filed2026-05-29
PFE
PFIZER INC
-11.81%
Shares21.0K
Event2026-03-31
Filed2026-05-29
LULU
LULULEMON ATHLETICA INC
15.14%
Shares3.8K
Event2026-03-31
Filed2026-05-29
BSMV
INVESCO EXCH TRD SLF IDX FD
-43.41%
Shares27.8K
Event2026-03-31
Filed2026-05-29
SU
SUNCOR ENERGY INC NEW
-2.95%
Shares8.8K
Event2026-03-31
Filed2026-05-29
TMO
THERMO FISHER SCIENTIFIC INC
-18.90%
Shares1.2K
Event2026-03-31
Filed2026-05-29
CI
THE CIGNA GROUP
91.28%
Shares2.1K
Event2026-03-31
Filed2026-05-29
XVV
ISHARES TR
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-29
LRCX
LAM RESEARCH CORP
-6.92%
Shares2.6K
Event2026-03-31
Filed2026-05-29
SPYM
SPDR SERIES TRUST
-15.17%
Shares7.2K
Event2026-03-31
Filed2026-05-29
QCOM
QUALCOMM INC
-0.16%
Shares4.3K
Event2026-03-31
Filed2026-05-29
ACN
ACCENTURE PLC IRELAND
139.77%
Shares2.8K
Event2026-03-31
Filed2026-05-29
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-29
PKW
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-29
Q
QNITY ELECTRONICS INC
-27.84%
Shares4.6K
Event2026-03-31
Filed2026-05-29
DFLV
DIMENSIONAL ETF TRUST
0.33%
Shares14.5K
Event2026-03-31
Filed2026-05-29
FNDF
SCHWAB STRATEGIC TR
-49.61%
Shares10.4K
Event2026-03-31
Filed2026-05-29
BSJT
INVESCO EXCH TRD SLF IDX FD
146.83%
Shares23.9K
Event2026-03-31
Filed2026-05-29
VFC
V F CORP
110.25%
Shares28.3K
Event2026-03-31
Filed2026-05-29
IAU
ISHARES GOLD TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-29
SPDW
SPDR INDEX SHS FDS
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-29
IJH
ISHARES TR
6.12%
Shares6.9K
Event2026-03-31
Filed2026-05-29
XJR
ISHARES TR
0.00%
Shares10.8K
Event2026-03-31
Filed2026-05-29
QUAL
ISHARES TR
0.74%
Shares2.4K
Event2026-03-31
Filed2026-05-29
BSMW
INVESCO EXCH TRD SLF IDX FD
-53.97%
Shares18.2K
Event2026-03-31
Filed2026-05-29
COP
CONOCOPHILLIPS
-15.32%
Shares3.4K
Event2026-03-31
Filed2026-05-29
INTU
INTUIT
-44.41%
Shares1.0K
Event2026-03-31
Filed2026-05-29
ACWV
ISHARES INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-29
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-29
IWN
ISHARES TR
54.39%
Shares2.2K
Event2026-03-31
Filed2026-05-29
AMAT
APPLIED MATLS INC
32.68%
Shares1.2K
Event2026-03-31
Filed2026-05-29
AVDE
AMERICAN CENTY ETF TR
-3.51%
Shares4.9K
Event2026-03-31
Filed2026-05-29
DFAW
DIMENSIONAL ETF TRUST
234.24%
Shares5.5K
Event2026-03-31
Filed2026-05-29
PNC
PNC FINL SVCS GROUP INC
-2.05%
Shares2.0K
Event2026-03-31
Filed2026-05-29
ISCV
ISHARES TR
0.38%
Shares5.8K
Event2026-03-31
Filed2026-05-29
PEG
PUBLIC SVC ENTERPRISE GROUP
-1.28%
Shares4.9K
Event2026-03-31
Filed2026-05-29
GWX
SPDR INDEX SHS FDS
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-29
PANW
PALO ALTO NETWORKS INC
-25.40%
Shares2.3K
Event2026-03-31
Filed2026-05-29
SDY
SPDR SERIES TRUST
-37.37%
Shares2.5K
Event2026-03-31
Filed2026-05-29
IUSV
ISHARES TR
18.22%
Shares3.6K
Event2026-03-31
Filed2026-05-29
VCIT
VANGUARD SCOTTSDALE FDS
16830.77%
Shares4.4K
Event2026-03-31
Filed2026-05-29
MDY
STATE STR SPDR S&P MIDCAP 40
-8.04%
Shares572
Event2026-03-31
Filed2026-05-29
FBTC
FIDELITY WISE ORIGIN BITCOIN
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-29
DGRS
WISDOMTREE TR
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-29
ED
CONSOLIDATED EDISON INC
-1.71%
Shares3.0K
Event2026-03-31
Filed2026-05-29
OEF
ISHARES TR
3.56%
Shares1.0K
Event2026-03-31
Filed2026-05-29
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-29
CMG
CHIPOTLE MEXICAN GRILL INC
-1.44%
Shares10.2K
Event2026-03-31
Filed2026-05-29
TRGP
TARGA RES CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-29
VOT
VANGUARD INDEX FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-29
WMB
WILLIAMS COS INC
-5.10%
Shares4.4K
Event2026-03-31
Filed2026-05-29
PFI
INVESCO EXCHANGE TRADED FD T
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-29
EMXF
ISHARES TR
0.00%
Shares6.6K
Event2026-03-31
Filed2026-05-29
XJH
ISHARES TR
-1.36%
Shares6.9K
Event2026-03-31
Filed2026-05-29
SCHC
SCHWAB STRATEGIC TR
0.00%
Shares6.6K
Event2026-03-31
Filed2026-05-29
STX
SEAGATE TECHNOLOGY HLDNGS PL
-9.90%
Shares774
Event2026-03-31
Filed2026-05-29
NEE
NEXTERA ENERGY INC
-15.30%
Shares3.3K
Event2026-03-31
Filed2026-05-29
IVW
ISHARES TR
59.34%
Shares2.6K
Event2026-03-31
Filed2026-05-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.68%
Shares872
Event2026-03-31
Filed2026-05-29
HIG
HARTFORD INSURANCE GROUP INC
-3.25%
Shares2.2K
Event2026-03-31
Filed2026-05-29
WFC
WELLS FARGO & CO
-17.06%
Shares3.6K
Event2026-03-31
Filed2026-05-29
CMCSA
COMCAST CORP NEW
-34.59%
Shares10.1K
Event2026-03-31
Filed2026-05-29
VV
VANGUARD INDEX FDS
-5.57%
Shares966
Event2026-03-31
Filed2026-05-29
SCHW
SCHWAB CHARLES CORP
21.42%
Shares3.0K
Event2026-03-31
Filed2026-05-29
PXH
INVESCO EXCH TRADED FD TR II
-3.54%
Shares10.6K
Event2026-03-31
Filed2026-05-29
NSC
NORFOLK SOUTHN CORP
0.00%
Shares967
Event2026-03-31
Filed2026-05-29
BSSX
INVESCO EXCH TRD SLF IDX FD
-68.50%
Shares10.8K
Event2026-03-31
Filed2026-05-29
BSJS
INVESCO EXCH TRD SLF IDX FD
189.61%
Shares12.6K
Event2026-03-31
Filed2026-05-29
SHOP
SHOPIFY INC
0.92%
Shares2.3K
Event2026-03-31
Filed2026-05-29
DFSV
DIMENSIONAL ETF TRUST
New
Shares7.8K
Event2026-03-31
Filed2026-05-29
AZN
ASTRAZENECA PLC
New
Shares1.4K
Event2026-03-31
Filed2026-05-29
XMLV
INVESCO EXCH TRADED FD TR II
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-29
BFOR
ALPS ETF TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-29
PRK
PARK NATL CORP
0.37%
Shares1.6K
Event2026-03-31
Filed2026-05-29
APD
AIR PRODUCTS AND CHEMICALS I
-0.11%
Shares920
Event2026-03-31
Filed2026-05-29
IYG
ISHARES TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-29
BMY
BRISTOL-MYERS SQUIBB CO
0.44%
Shares4.4K
Event2026-03-31
Filed2026-05-29
ARM
ARM HOLDINGS PLC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-29
MOAT
VANECK ETF TRUST
-49.44%
Shares2.6K
Event2026-03-31
Filed2026-05-29
SYK
STRYKER CORPORATION
-4.63%
Shares763
Event2026-03-31
Filed2026-05-29
DGRW
WISDOMTREE TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-29
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-29
VGT
VANGUARD WORLD FD
-36.20%
Shares356
Event2026-03-31
Filed2026-05-29
XLK
SELECT SECTOR SPDR TR
34.67%
Shares1.8K
Event2026-03-31
Filed2026-05-29
IJK
ISHARES TR
15.99%
Shares2.4K
Event2026-03-31
Filed2026-05-29
AHR
AMERICAN HEALTHCARE REIT INC
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-29
SNA
SNAP ON INC
0.00%
Shares667
Event2026-03-31
Filed2026-05-29
DD
DUPONT DE NEMOURS INC
-39.50%
Shares5.3K
Event2026-03-31
Filed2026-05-29
FTAI
FTAI AVIATION LTD
-22.11%
Shares951
Event2026-03-31
Filed2026-05-29
XLV
SELECT SECTOR SPDR TR
6.27%
Shares1.6K
Event2026-03-31
Filed2026-05-29
EMN
EASTMAN CHEM CO
-5.45%
Shares3.0K
Event2026-03-31
Filed2026-05-29
UNP
UNION PAC CORP
-2.31%
Shares932
Event2026-03-31
Filed2026-05-29
FNDX
SCHWAB STRATEGIC TR
-14.16%
Shares8.0K
Event2026-03-31
Filed2026-05-29
EFAV
ISHARES TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-29
FCX
FREEPORT MCMORAN INC
1130.26%
Shares3.7K
Event2026-03-31
Filed2026-05-29
SPAB
SPDR SERIES TRUST
0.00%
Shares8.6K
Event2026-03-31
Filed2026-05-29
PTNQ
PACER FDS TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-29
AVY
AVERY DENNISON CORP
-6.85%
Shares1.3K
Event2026-03-31
Filed2026-05-29
MTX
MINERALS TECHNOLOGIES INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-29
GLW
CORNING INC
-25.22%
Shares1.6K
Event2026-03-31
Filed2026-05-29
TJX
TJX COS INC NEW
-4.01%
Shares1.3K
Event2026-03-31
Filed2026-05-29
CARR
CARRIER GLOBAL CORPORATION
-13.32%
Shares3.7K
Event2026-03-31
Filed2026-05-29
PCAR
PACCAR INC
-1.51%
Shares1.8K
Event2026-03-31
Filed2026-05-29
VXF
VANGUARD INDEX FDS
1.70%
Shares959
Event2026-03-31
Filed2026-05-29
GE
GE AEROSPACE
-11.59%
Shares694
Event2026-03-31
Filed2026-05-29
PLTR
PALANTIR TECHNOLOGIES INC
-1.32%
Shares1.3K
Event2026-03-31
Filed2026-05-29
USIG
ISHARES TR
1265.34%
Shares3.8K
Event2026-03-31
Filed2026-05-29
ANET
ARISTA NETWORKS INC
-10.19%
Shares1.6K
Event2026-03-31
Filed2026-05-29
VT
VANGUARD INTL EQUITY INDEX F
-9.71%
Shares1.4K
Event2026-03-31
Filed2026-05-29
MTUM
ISHARES TR
0.00%
Shares777
Event2026-03-31
Filed2026-05-29
AVXC
AMERICAN CENTY ETF TR
-2.00%
Shares2.7K
Event2026-03-31
Filed2026-05-29
NXPI
NXP SEMICONDUCTORS N V
-3.61%
Shares935
Event2026-03-31
Filed2026-05-29
LHX
L3HARRIS TECHNOLOGIES INC
-15.42%
Shares532
Event2026-03-31
Filed2026-05-29
EES
WISDOMTREE TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-29
IBDR
ISHARES TR
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-29
BSCZ
INVESCO EXCH TRD SLF IDX FD
New
Shares8.7K
Event2026-03-31
Filed2026-05-29
ISRG
INTUITIVE SURGICAL INC
-11.03%
Shares379
Event2026-03-31
Filed2026-05-29
BOH
BANK HAWAII CORP
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-29
ORLY
OREILLY AUTOMOTIVE INC
-18.95%
Shares1.9K
Event2026-03-31
Filed2026-05-29
BSMY
INVESCO EXCH TRD SLF IDX FD
-66.56%
Shares7.1K
Event2026-03-31
Filed2026-05-29
IWM
ISHARES TR
15.32%
Shares685
Event2026-03-31
Filed2026-05-29
WM
WASTE MGMT INC DEL
-8.73%
Shares732
Event2026-03-31
Filed2026-05-29
AOR
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-29
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
ADP
AUTOMATIC DATA PROCESSING IN
-72.00%
Shares816
Event2026-03-31
Filed2026-05-29
OKE
ONEOK INC NEW
-20.09%
Shares1.8K
Event2026-03-31
Filed2026-05-29
IWR
ISHARES TR
89.06%
Shares1.7K
Event2026-03-31
Filed2026-05-29
VNQ
VANGUARD INDEX FDS
11.74%
Shares1.8K
Event2026-03-31
Filed2026-05-29
BLV
VANGUARD BD INDEX FDS
742.96%
Shares2.3K
Event2026-03-31
Filed2026-05-29
FDX
FEDEX CORP
60.71%
Shares450
Event2026-03-31
Filed2026-05-29
LQD
ISHARES TR
15766.67%
Shares1.4K
Event2026-03-31
Filed2026-05-29
CPRI
CAPRI HOLDINGS LIMITED
0.00%
Shares8.8K
Event2026-03-31
Filed2026-05-29
PSX
PHILLIPS 66
-31.87%
Shares851
Event2026-03-31
Filed2026-05-29
RPAR
TIDAL TRUST I
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-29
VDC
VANGUARD WORLD FD
856.94%
Shares689
Event2026-03-31
Filed2026-05-29
EMGF
ISHARES INC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-29
DFAI
DIMENSIONAL ETF TRUST
-87.85%
Shares4.0K
Event2026-03-31
Filed2026-05-29
IDA
IDACORP INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
XLF
SELECT SECTOR SPDR TR
-14.81%
Shares3.0K
Event2026-03-31
Filed2026-05-29
MDLZ
MONDELEZ INTL INC
-46.74%
Shares2.6K
Event2026-03-31
Filed2026-05-29
ADSK
AUTODESK INC
-10.40%
Shares620
Event2026-03-31
Filed2026-05-29
CSX
CSX CORP
-23.61%
Shares3.6K
Event2026-03-31
Filed2026-05-29
EMR
EMERSON ELEC CO
-34.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
DEXC
DIMENSIONAL ETF TRUST
-5.62%
Shares2.3K
Event2026-03-31
Filed2026-05-29
NUE
NUCOR CORP
-9.89%
Shares856
Event2026-03-31
Filed2026-05-29
DVYE
ISHARES INC
-27.39%
Shares4.0K
Event2026-03-31
Filed2026-05-29
ADI
ANALOG DEVICES INC
-19.10%
Shares432
Event2026-03-31
Filed2026-05-29
CTVA
CORTEVA INC
-29.49%
Shares1.6K
Event2026-03-31
Filed2026-05-29
ESGU
ISHARES TR
-2.44%
Shares958
Event2026-03-31
Filed2026-05-29
BP
BP PLC
-25.95%
Shares2.9K
Event2026-03-31
Filed2026-05-29
TEL
TE CONNECTIVITY PLC
-8.51%
Shares645
Event2026-03-31
Filed2026-05-29
COWZ
PACER FDS TR
1.36%
Shares2.2K
Event2026-03-31
Filed2026-05-29
AON
AON PLC
-39.85%
Shares409
Event2026-03-31
Filed2026-05-29
TFC
TRUIST FINL CORP
-3.70%
Shares2.9K
Event2026-03-31
Filed2026-05-29
VLO
VALERO ENERGY CORP
-15.40%
Shares522
Event2026-03-31
Filed2026-05-29
KR
KROGER CO
-2.68%
Shares1.8K
Event2026-03-31
Filed2026-05-29
NTES
NETEASE COM INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares100
Event2026-03-31
Filed2026-05-29
DUK
DUKE ENERGY CORP NEW
-4.51%
Shares932
Event2026-03-31
Filed2026-05-29
AGG
ISHARES TR
346.86%
Shares1.2K
Event2026-03-31
Filed2026-05-29
RBA
RB GLOBAL INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-29
SOLS
SOLSTICE ADVANCED MATLS INC
-18.63%
Shares1.6K
Event2026-03-31
Filed2026-05-29
ONTO
ONTO INNOVATION INC
0.00%
Shares579
Event2026-03-31
Filed2026-05-29
USRT
ISHARES TR
-12.18%
Shares2.0K
Event2026-03-31
Filed2026-05-29
VGUS
VANGUARD INSTL INDEX FD
New
Shares1.6K
Event2026-03-31
Filed2026-05-29
SGOL
ETFS GOLD TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-29
VCSH
VANGUARD SCOTTSDALE FDS
377.33%
Shares1.4K
Event2026-03-31
Filed2026-05-29
IWO
ISHARES TR
-7.97%
Shares358
Event2026-03-31
Filed2026-05-29
URI
UNITED RENTALS INC
185.19%
Shares154
Event2026-03-31
Filed2026-05-29
BSJQ
INVESCO EXCH TRD SLF IDX FD
21.70%
Shares4.8K
Event2026-03-31
Filed2026-05-29
KGC
KINROSS GOLD CORP
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-29
CHGX1
EA SERIES TRUST
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-29
VOOV
VANGUARD ADMIRAL FDS INC
-3.44%
Shares533
Event2026-03-31
Filed2026-05-29
VOE
VANGUARD INDEX FDS
0.00%
Shares586
Event2026-03-31
Filed2026-05-29
VIOV
VANGUARD ADMIRAL FDS INC
79.45%
Shares1.0K
Event2026-03-31
Filed2026-05-29
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares970
Event2026-03-31
Filed2026-05-29
VRTX
VERTEX PHARMACEUTICALS INC
-19.39%
Shares237
Event2026-03-31
Filed2026-05-29
SGOV
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-29
GEV
GE VERNOVA INC
-17.36%
Shares119
Event2026-03-31
Filed2026-05-29
BSJU
INVESCO EXCH TRD SLF IDX FD
New
Shares4.0K
Event2026-03-31
Filed2026-05-29
ROK
ROCKWELL AUTOMATION INC
0.35%
Shares286
Event2026-03-31
Filed2026-05-29
AVUS
AMERICAN CENTY ETF TR
15.47%
Shares918
Event2026-03-31
Filed2026-05-29
IWY
ISHARES TR
0.00%
Shares410
Event2026-03-31
Filed2026-05-29
NGG
NATIONAL GRID PLC
245.69%
Shares1.2K
Event2026-03-31
Filed2026-05-29
VXUS
VANGUARD STAR FDS
-21.13%
Shares1.3K
Event2026-03-31
Filed2026-05-29
DBC
INVESCO DB COMMDY INDX TRCK
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-29
CVS
CVS HEALTH CORP
-18.64%
Shares1.4K
Event2026-03-31
Filed2026-05-29
DIM
WISDOMTREE TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-29
NEM
NEWMONT CORP
0.00%
Shares906
Event2026-03-31
Filed2026-05-29
EEM
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-29
COR
CENCORA INC
-12.22%
Shares309
Event2026-03-31
Filed2026-05-29
VLTO
VERALTO CORP
-4.15%
Shares1.1K
Event2026-03-31
Filed2026-05-29
HYD
VANECK ETF TRUST
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-29
MELI
MERCADOLIBRE INC
0.00%
Shares55
Event2026-03-31
Filed2026-05-29
VTIP
VANGUARD MALVERN FDS
-36.87%
Shares1.9K
Event2026-03-31
Filed2026-05-29
XLP
SELECT SECTOR SPDR TR
6.57%
Shares1.2K
Event2026-03-31
Filed2026-05-29
MRVL
MARVELL TECHNOLOGY INC
-21.62%
Shares950
Event2026-03-31
Filed2026-05-29
EXPD
EXPEDITORS INTL WASH INC
0.00%
Shares651
Event2026-03-31
Filed2026-05-29
CALF
PACER FDS TR
0.92%
Shares2.1K
Event2026-03-31
Filed2026-05-29
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares228
Event2026-03-31
Filed2026-05-29
GSLC
GOLDMAN SACHS ETF TR
236.36%
Shares740
Event2026-03-31
Filed2026-05-29
B
BARRICK MNG CORP
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-29
BK
BANK NEW YORK MELLON CORP
0.00%
Shares759
Event2026-03-31
Filed2026-05-29
DSI
ISHARES TR
90.89%
Shares733
Event2026-03-31
Filed2026-05-29
OTIS
OTIS WORLDWIDE CORP
-23.75%
Shares1.1K
Event2026-03-31
Filed2026-05-29
SHEL
SHELL PLC
-2.67%
Shares946
Event2026-03-31
Filed2026-05-29
SO
SOUTHERN CO
-78.71%
Shares910
Event2026-03-31
Filed2026-05-29
ROST
ROSS STORES INC
-9.03%
Shares403
Event2026-03-31
Filed2026-05-29
MKC
MCCORMICK & CO INC
-17.66%
Shares1.7K
Event2026-03-31
Filed2026-05-29
WSM
WILLIAMS SONOMA INC
0.00%
Shares468
Event2026-03-31
Filed2026-05-29
SLV
ISHARES SILVER TR
12.35%
Shares1.2K
Event2026-03-31
Filed2026-05-29
BX
BLACKSTONE INC
-2.65%
Shares735
Event2026-03-31
Filed2026-05-29
DFUV
DIMENSIONAL ETF TRUST
0.35%
Shares1.7K
Event2026-03-31
Filed2026-05-29
IWS
ISHARES TR
0.00%
Shares573
Event2026-03-31
Filed2026-05-29
EG
EVEREST GROUP LTD
0.00%
Shares250
Event2026-03-31
Filed2026-05-29
IBB
ISHARES TR
0.00%
Shares475
Event2026-03-31
Filed2026-05-29
BKNG
BOOKING HOLDINGS INC
-24.00%
Shares19
Event2026-03-31
Filed2026-05-29
SRE
SEMPRA
0.00%
Shares818
Event2026-03-31
Filed2026-05-29
MPC
MARATHON PETE CORP
-52.01%
Shares323
Event2026-03-31
Filed2026-05-29
IBDS
ISHARES TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-29
TDIV
FIRST TR EXCHANGE TRADED FD
0.00%
Shares837
Event2026-03-31
Filed2026-05-29
APP
APPLOVIN CORP
-2.49%
Shares196
Event2026-03-31
Filed2026-05-29
IBMO
ISHARES TR
-63.67%
Shares3.0K
Event2026-03-31
Filed2026-05-29
KMI
KINDER MORGAN INC DEL
1.62%
Shares2.3K
Event2026-03-31
Filed2026-05-29
MLAB
MESA LABS INC
0.00%
Shares830
Event2026-03-31
Filed2026-05-29
EOG
EOG RES INC
0.00%
Shares507
Event2026-03-31
Filed2026-05-29
FENI
FIDELITY COVINGTON TRUST
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-29
DFAU
DIMENSIONAL ETF TRUST
-80.17%
Shares1.6K
Event2026-03-31
Filed2026-05-29
KNSL
KINSALE CAP GROUP INC
0.00%
Shares207
Event2026-03-31
Filed2026-05-29
F
FORD MTR CO
7.12%
Shares6.1K
Event2026-03-31
Filed2026-05-29
ISCF
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-29
BPRE
BLUEROCK PVT REAL ESTATE FD
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-29
IBDT
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-29
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares340
Event2026-03-31
Filed2026-05-29
PM
PHILIP MORRIS INTL INC
-5.37%
Shares405
Event2026-03-31
Filed2026-05-29
ICLN
ISHARES TR
6.24%
Shares3.7K
Event2026-03-31
Filed2026-05-29
IBTO
ISHARES TR
52.04%
Shares2.7K
Event2026-03-31
Filed2026-05-29
NOBL
PROSHARES TR
0.00%
Shares625
Event2026-03-31
Filed2026-05-29
EPP
ISHARES INC
867.72%
Shares1.2K
Event2026-03-31
Filed2026-05-29
BSJR
INVESCO EXCH TRD SLF IDX FD
44.30%
Shares2.9K
Event2026-03-31
Filed2026-05-29
BOTZ
GLOBAL X FDS
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-29
SPYV
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
WTRG
ESSENTIAL UTILS INC
-8.11%
Shares1.5K
Event2026-03-31
Filed2026-05-29
WELL
WELLTOWER INC
-23.46%
Shares310
Event2026-03-31
Filed2026-05-29
FRDM
EA SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
IWC
ISHARES TR
-0.52%
Shares380
Event2026-03-31
Filed2026-05-29
IVOV
VANGUARD ADMIRAL FDS INC
-19.56%
Shares588
Event2026-03-31
Filed2026-05-29
VTHR
VANGUARD SCOTTSDALE FDS
0.00%
Shares208
Event2026-03-31
Filed2026-05-29
IONQ
IONQ INC
1556.80%
Shares2.1K
Event2026-03-31
Filed2026-05-29
NVO
NOVO-NORDISK A S
-8.55%
Shares1.6K
Event2026-03-31
Filed2026-05-29
CAH
CARDINAL HEALTH INC
-11.15%
Shares279
Event2026-03-31
Filed2026-05-29
STE
STERIS PLC
-8.59%
Shares266
Event2026-03-31
Filed2026-05-29
ETR
ENTERGY CORP NEW
-4.74%
Shares522
Event2026-03-31
Filed2026-05-29
AXON
AXON ENTERPRISE INC
0.00%
Shares137
Event2026-03-31
Filed2026-05-29
SCCO
SOUTHERN COPPER CORP
0.60%
Shares336
Event2026-03-31
Filed2026-05-29
JQUA
J P MORGAN EXCHANGE TRADED F
0.00%
Shares940
Event2026-03-31
Filed2026-05-29
ETHE
GRAYSCALE ETHEREUM STAKING E
-3.79%
Shares3.4K
Event2026-03-31
Filed2026-05-29
BUFR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-29
QDF
FLEXSHARES TR
0.00%
Shares700
Event2026-03-31
Filed2026-05-29
VMC
VULCAN MATLS CO
-7.31%
Shares203
Event2026-03-31
Filed2026-05-29
FSTA
FIDELITY COVINGTON TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-29
ETH
GRAYSCALE ETHEREUM STAKING
7.18%
Shares2.7K
Event2026-03-31
Filed2026-05-29
ALB
ALBEMARLE CORP
0.00%
Shares303
Event2026-03-31
Filed2026-05-29
MSI
MOTOROLA SOLUTIONS INC
-24.24%
Shares125
Event2026-03-31
Filed2026-05-29
IEF
ISHARES TR
86.87%
Shares555
Event2026-03-31
Filed2026-05-29
APO
APOLLO GLOBAL MGMT INC
0.00%
Shares461
Event2026-03-31
Filed2026-05-29
EXC
EXELON CORP
-14.64%
Shares1.0K
Event2026-03-31
Filed2026-05-29
NBTB
NBT BANCORP INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-29
VTEB
VANGUARD MUN BD FDS
New
Shares1.0K
Event2026-03-31
Filed2026-05-29
INQQ
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-29
NVS
NOVARTIS AG
-23.36%
Shares328
Event2026-03-31
Filed2026-05-29
ES
EVERSOURCE ENERGY
0.00%
Shares718
Event2026-03-31
Filed2026-05-29
SLF
SUN LIFE FINANCIAL INC.
0.00%
Shares787
Event2026-03-31
Filed2026-05-29
CHTR
CHARTER COMMUNICATIONS INC
-27.33%
Shares226
Event2026-03-31
Filed2026-05-29
NOK
NOKIA CORP
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-29
SCI
SERVICE CORP INTL
0.00%
Shares586
Event2026-03-31
Filed2026-05-29
MO
ALTRIA GROUP INC
0.00%
Shares732
Event2026-03-31
Filed2026-05-29
ACHR
ARCHER AVIATION INC
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-29
DVN
DEVON ENERGY CORP NEW
0.32%
Shares949
Event2026-03-31
Filed2026-05-29
IUSG
ISHARES TR
-0.97%
Shares306
Event2026-03-31
Filed2026-05-29
DJD
INVESCO EXCHANGE TRADED FD T
0.00%
Shares791
Event2026-03-31
Filed2026-05-29
SOLV
SOLVENTUM CORP
-17.46%
Shares714
Event2026-03-31
Filed2026-05-29
PAYX
PAYCHEX INC
8.71%
Shares499
Event2026-03-31
Filed2026-05-29
WEC
WEC ENERGY GROUP INC
-14.25%
Shares391
Event2026-03-31
Filed2026-05-29
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.32%
Shares622
Event2026-03-31
Filed2026-05-29
DUHP
DIMENSIONAL ETF TRUST
0.25%
Shares1.2K
Event2026-03-31
Filed2026-05-29
ENB
ENBRIDGE INC
0.00%
Shares810
Event2026-03-31
Filed2026-05-29
MINT
PIMCO ETF TR
New
Shares435
Event2026-03-31
Filed2026-05-29
SYY
SYSCO CORP
0.00%
Shares603
Event2026-03-31
Filed2026-05-29
MRNA
MODERNA INC
0.00%
Shares843
Event2026-03-31
Filed2026-05-29
BSX
BOSTON SCIENTIFIC CORP
-28.22%
Shares679
Event2026-03-31
Filed2026-05-29
JFR
NUVEEN FLOATING RATE INCOME
New
Shares5.6K
Event2026-03-31
Filed2026-05-29
HYG
ISHARES TR
30.12%
Shares527
Event2026-03-31
Filed2026-05-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Asset Dedication, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo