Sponsored

The Analysis of Axis Wealth Partners, LLC's Holdings & P&L

Currently, Axis Wealth Partners, LLC holds 174 types of securities in its portfolio with a total value $188.1M. In the most recent quarter, they have increased their positions in SLDE (+101.8K shares, valued at $1.8M), SGOV (+6.3K shares, valued at $632.2K), FELC (+13.1K shares, valued at $475.5K); decreased their positions in XYL (-5.2K shares, valued at $615.5K), SPY (-360 shares, valued at $234.1K), IVE (-972 shares, valued at $205.2K); initiated new positions in N/A (+2.0K shares, valued at $388.6K), AVEM (+4.0K shares, valued at $324.4K), BIL (+3.1K shares, valued at $287.9K).

1M P&L

+2.1M+1.12%

3M P&L

-27.2M-12.49%

HY P&L

-17.2M-8.26%

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/A150.8M

85.4%

2Consumer Electronics3.9M

2.2%

3Insurance - Property & Casualty3.7M

2.1%

Top Industries by Stock Count

1N/A129 stocks

77.7%

2Semiconductors4 stocks

2.4%

3Banks - Diversified4 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR147.1K shares6.38%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS71.1K shares1.68%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS10.7K shares2.96%2026-03-312026-04-24

DGRW WISDOMTREE TR72.2K shares0.45%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR146.0K shares0.07%2026-03-312026-04-24

VUG VANGUARD INDEX FDS9.2K shares9.58%2026-03-312026-04-24

AAPL APPLE INC15.4K shares2.56%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST77.9K shares2.68%2026-03-312026-04-24

Sponsored

FDVV FIDELITY COVINGTON TRUST67.5K shares0.65%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST95.2K shares2.81%2026-03-312026-04-24

SLDE SLIDE INS HLDGS INC203.5K shares100.00%2026-03-312026-04-24

UITB VICTORY PORTFOLIOS II77.4K shares11.90%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS16.1K shares-0.06%2026-03-312026-04-24

SPYV SPDR SERIES TRUST55.0K shares5.76%2026-03-312026-04-24

VFLO VICTORY PORTFOLIOS II75.0K shares5.83%2026-03-312026-04-24

DEM WISDOMTREE TR58.0K shares2.44%2026-03-312026-04-24

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.4K shares-7.60%2026-03-312026-04-24

VONV VANGUARD SCOTTSDALE FDS27.8K shares4.02%2026-03-312026-04-24

IJJ ISHARES TR19.0K shares-1.95%2026-03-312026-04-24

AGG ISHARES TR23.2K shares1.30%2026-03-312026-04-24

IVW ISHARES TR20.1K shares-1.83%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST58.3K shares2.35%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS15.1K shares1.28%2026-03-312026-04-24

IVE ISHARES TR10.5K shares-8.48%2026-03-312026-04-24

Sponsored

IJH ISHARES TR31.7K shares-0.87%2026-03-312026-04-24

IJK ISHARES TR20.2K shares-3.67%2026-03-312026-04-24

VONG VANGUARD SCOTTSDALE FDS18.5K shares4.73%2026-03-312026-04-24

EFG ISHARES TR16.5K shares-3.75%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.4K shares5.02%2026-03-312026-04-24

AMZN AMAZON COM INC8.3K shares5.05%2026-03-312026-04-24

SGOV ISHARES TR17.0K shares58.77%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS25.5K shares5.61%2026-03-312026-04-24

Sponsored

XYL XYLEM INC13.6K shares-27.54%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC3.9K shares-1.58%2026-03-312026-04-24

IDV ISHARES TR34.4K shares-0.33%2026-03-312026-04-24

EFV ISHARES TR19.3K shares-9.78%2026-03-312026-04-24

SDY SPDR SERIES TRUST9.7K shares2.99%2026-03-312026-04-24

RECS COLUMBIA ETF TR I36.5K shares-1.86%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST32.8K shares13.71%2026-03-312026-04-24

DHS WISDOMTREE TR13.4K shares2.99%2026-03-312026-04-24

Sponsored

DFAS DIMENSIONAL ETF TRUST19.4K shares5.85%2026-03-312026-04-24

PEY INVESCO EXCHANGE TRADED FD T62.2K shares-1.02%2026-03-312026-04-24

USTB VICTORY PORTFOLIOS II26.1K shares24.54%2026-03-312026-04-24

EQIN COLUMBIA ETF TR I26.1K shares1.91%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS16.1K shares0.61%2026-03-312026-04-24

JGRO J P MORGAN EXCHANGE TRADED F15.0K shares9.08%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC24.7K shares-8.31%2026-03-312026-04-24

LVHI LEGG MASON ETF INVT30.2K shares16.10%2026-03-312026-04-24

Sponsored

ANGL VANECK ETF TRUST40.6K shares3.21%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-0.56%2026-03-312026-04-24

ESGU ISHARES TR7.9K shares0.97%2026-03-312026-04-24

IJR ISHARES TR8.9K shares1.38%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST17.5K shares2.92%2026-03-312026-04-24

NVDA NVIDIA CORPORATION6.1K shares7.78%2026-03-312026-04-24

FENI FIDELITY COVINGTON TRUST28.3K shares77.40%2026-03-312026-04-24

IJS ISHARES TR8.5K shares0.00%2026-03-312026-04-24

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F17.2K shares11.07%2026-03-312026-04-24

IWF ISHARES TR2.2K shares-2.04%2026-03-312026-04-24

FELC FIDELITY COVINGTON TRUST25.9K shares102.17%2026-03-312026-04-24

SPSM SPDR SERIES TRUST19.2K shares0.42%2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.2K shares5.04%2026-03-312026-04-24

IUSG ISHARES TR5.9K shares-4.95%2026-03-312026-04-24

AVSC AMERICAN CENTY ETF TR14.3K shares9.86%2026-03-312026-04-24

DUHP DIMENSIONAL ETF TRUST24.2K shares7.94%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP2.4K shares10.11%2026-03-312026-04-24

XOM EXXON MOBIL CORP5.0K shares2.19%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F17.2K shares16.79%2026-03-312026-04-24

CDC VICTORY PORTFOLIOS II10.9K shares-3.60%2026-03-312026-04-24

JPIE J P MORGAN EXCHANGE TRADED F16.4K shares3.62%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.5K shares16.73%2026-03-312026-04-24

MO ALTRIA GROUP INC11.3K shares-0.50%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI22.0K shares7.52%2026-03-312026-04-24

Sponsored

SHY ISHARES TR9.0K shares-2.15%2026-03-312026-04-24

VGIT VANGUARD SCOTTSDALE FDS11.9K shares2.96%2026-03-312026-04-24

VTV VANGUARD INDEX FDS3.6K shares10.12%2026-03-312026-04-24

HELO J P MORGAN EXCHANGE TRADED F10.5K shares15.31%2026-03-312026-04-24

VTC VANGUARD SCOTTSDALE FDS8.6K shares0.49%2026-03-312026-04-24

IJT ISHARES TR4.5K shares0.04%2026-03-312026-04-24

EFA ISHARES TR6.7K shares-15.94%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F12.0K shares3.55%2026-03-312026-04-24

Sponsored

WTMF WISDOMTREE TR16.3K shares5.55%2026-03-312026-04-24

IWD ISHARES TR3.0K shares0.34%2026-03-312026-04-24

OMFL INVESCO EXCH TRD SLF IDX FD10.4K shares4.99%2026-03-312026-04-24

IWR ISHARES TR6.3K shares1.75%2026-03-312026-04-24

IGIB ISHARES TR11.3K shares21.33%2026-03-312026-04-24

DFAU DIMENSIONAL ETF TRUST12.9K shares-2.50%2026-03-312026-04-24

VBR VANGUARD INDEX FDS2.6K shares-8.18%2026-03-312026-04-24

GSLC GOLDMAN SACHS ETF TR4.5K shares-4.37%2026-03-312026-04-24

Sponsored

VXUS VANGUARD STAR FDS7.2K shares-3.48%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS6.6K shares-0.41%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR11.8K shares-0.74%2026-03-312026-04-24

WFC WELLS FARGO & CO6.7K shares2.36%2026-03-312026-04-24

T AT&T INC18.3K shares-3.94%2026-03-312026-04-24

VBK VANGUARD INDEX FDS1.7K shares0.70%2026-03-312026-04-24

BSCQ INVESCO EXCH TRD SLF IDX FD26.6K shares-0.33%2026-03-312026-04-24

BSCR INVESCO EXCH TRD SLF IDX FD26.4K shares-0.34%2026-03-312026-04-24

Sponsored

SBND COLUMBIA ETF TR I27.5K shares2.07%2026-03-312026-04-24

BSCS INVESCO EXCH TRD SLF IDX FD25.3K shares-0.34%2026-03-312026-04-24

BSCT INVESCO EXCH TRD SLF IDX FD27.7K shares-0.34%2026-03-312026-04-24

BSCU INVESCO EXCH TRD SLF IDX FD30.8K shares-0.34%2026-03-312026-04-24

MCD MCDONALDS CORP1.7K shares1.22%2026-03-312026-04-24

BSCV INVESCO EXCH TRD SLF IDX FD29.9K shares-0.35%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS6.6K shares0.87%2026-03-312026-04-24

BAC BANK AMERICA CORP9.8K shares1.73%2026-03-312026-04-24

Sponsored

TXN TEXAS INSTRS INC2.4K shares0.42%2026-03-312026-04-24

IVV ISHARES TR712 shares-4.43%2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS9.5K shares-0.06%2026-03-312026-04-24

IEF ISHARES TR4.8K shares-2.52%2026-03-312026-04-24

LQD ISHARES TR4.1K shares-0.22%2026-03-312026-04-24

JMUB J P MORGAN EXCHANGE TRADED F9.0K shares23.97%2026-03-312026-04-24

WPC WP CAREY INC6.2K shares-11.83%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC1.6K shares-4.32%2026-03-312026-04-24

Sponsored

ITA ISHARES TR1.9K shares5.80%2026-03-312026-04-24

QCOM QUALCOMM INC3.2K shares0.65%2026-03-312026-04-24

META META PLATFORMS INC729 shares0.28%2026-03-312026-04-24

IRM IRON MTN INC DEL4.0K shares0.40%2026-03-312026-04-24

VTI VANGUARD INDEX FDS1.3K shares-6.10%2026-03-312026-04-24

ABBV ABBVIE INC1.8K shares2.53%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares0.00%2026-03-312026-04-24

CAT CATERPILLAR INC554 shares3.36%2026-03-312026-04-24

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-04-24

HYG ISHARES TR4.8K shares-9.24%2026-03-312026-04-24

UCON FIRST TR EXCHNG TRADED FD VI15.0K shares15.04%2026-03-312026-04-24

TSLA TESLA INC981 shares-2.58%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC2.4K shares4.95%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.7K shares9.90%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL718 shares7.97%2026-03-312026-04-24

MTUM ISHARES TR1.4K shares7.06%2026-03-312026-04-24

Sponsored

MUB ISHARES TR3.2K shares15.99%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR11.5K shares-1.27%2026-03-312026-04-24

DTH WISDOMTREE TR6.1K shares-4.40%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR4.0K sharesnew addition2026-03-312026-04-24

XMHQ INVESCO EXCHANGE TRADED FD T3.1K shares-20.25%2026-03-312026-04-24

ITOT ISHARES TR2.2K shares0.04%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.1K shares10.17%2026-03-312026-04-24

DFIC DIMENSIONAL ETF TRUST8.5K shares1.91%2026-03-312026-04-24

Sponsored

DLR DIGITAL RLTY TR INC1.7K shares3.85%2026-03-312026-04-24

IUSB ISHARES TR6.4K shares12.66%2026-03-312026-04-24

FLQM FRANKLIN TEMPLETON ETF TR5.4K shares-16.40%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS5.8K shares19.21%2026-03-312026-04-24

BIL SPDR SERIES TRUST3.1K sharesnew addition2026-03-312026-04-24

IEMG ISHARES INC4.1K shares-4.09%2026-03-312026-04-24

DFGP DIMENSIONAL ETF TRUST5.2K shares23.25%2026-03-312026-04-24

WTV WISDOMTREE TR2.9K sharesnew addition2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON1.1K shares5.67%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS3.1K shares-0.81%2026-03-312026-04-24

SPDR SERIES TRUST SPDR SERIES TRUST2.8K shares0.82%2026-03-312026-04-24

FESM FIDELITY COVINGTON TRUST7.0K sharesnew addition2026-03-312026-04-24

KO COCA COLA CO3.5K shares1.35%2026-03-312026-04-24

RY ROYAL BK CDA1.6K shares0.00%2026-03-312026-04-24

SUSA ISHARES TR2.0K shares-8.01%2026-03-312026-04-24

WMT WALMART INC2.0K shares8.02%2026-03-312026-04-24

Sponsored

SRLN SSGA ACTIVE ETF TR6.1K shares1.54%2026-03-312026-04-24

GOVT ISHARES TR10.6K shares0.14%2026-03-312026-04-24

BP BP PLC5.2K sharesnew addition2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS3.1K shares6.14%2026-03-312026-04-24

IQDG WISDOMTREE TR5.9K shares1.15%2026-03-312026-04-24

VO VANGUARD INDEX FDS818 shares-14.79%2026-03-312026-04-24

GLD SPDR GOLD TR537 sharesnew addition2026-03-312026-04-24

DES WISDOMTREE TR6.4K shares1.03%2026-03-312026-04-24

Sponsored

PFE PFIZER INC8.1K shares-21.89%2026-03-312026-04-24

INEQ COLUMBIA ETF TR I5.8K shares5.05%2026-03-312026-04-24

PFF ISHARES TR7.4K shares0.01%2026-03-312026-04-24

SCYB SCHWAB STRATEGIC TR8.7K shares13.14%2026-03-312026-04-24

MS MORGAN STANLEY1.4K shares2.80%2026-03-312026-04-24

IWM ISHARES TR893 shares-24.32%2026-03-312026-04-24

VOT VANGUARD INDEX FDS845 sharesnew addition2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F3.5K shares4.93%2026-03-312026-04-24

Sponsored

PM PHILIP MORRIS INTL INC1.3K sharesnew addition2026-03-312026-04-24

QYLD GLOBAL X FDS12.0K shares-0.34%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR1.9K sharesnew addition2026-03-312026-04-24

SMH VANECK ETF TRUST528 sharesnew addition2026-03-312026-04-24

MET METLIFE INC2.9K shares0.18%2026-03-312026-04-24

CRNT CERAGON NETWORKS LTD10.7K shares0.00%2026-03-312026-04-24

FBND

FIDELITY MERRIMACK STR TR

6.38%

Shares147.1K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

1.68%

Shares71.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

2.96%

Shares10.7K

Event2026-03-31

Filed2026-04-24

DGRW

WISDOMTREE TR

0.45%

Shares72.2K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

0.07%

Shares146.0K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

9.58%

Shares9.2K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

2.56%

Shares15.4K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

2.68%

Shares77.9K

Event2026-03-31

Filed2026-04-24

FDVV

FIDELITY COVINGTON TRUST

0.65%

Shares67.5K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

2.81%

Shares95.2K

Event2026-03-31

Filed2026-04-24

SLDE

SLIDE INS HLDGS INC

100.00%

Shares203.5K

Event2026-03-31

Filed2026-04-24

UITB

VICTORY PORTFOLIOS II

11.90%

Shares77.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.06%

Shares16.1K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

5.76%

Shares55.0K

Event2026-03-31

Filed2026-04-24

VFLO

VICTORY PORTFOLIOS II

5.83%

Shares75.0K

Event2026-03-31

Filed2026-04-24

DEM

WISDOMTREE TR

2.44%

Shares58.0K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-7.60%

Shares4.4K

Event2026-03-31

Filed2026-04-24

VONV

VANGUARD SCOTTSDALE FDS

4.02%

Shares27.8K

Event2026-03-31

Filed2026-04-24

IJJ

ISHARES TR

-1.95%

Shares19.0K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

1.30%

Shares23.2K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

-1.83%

Shares20.1K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

2.35%

Shares58.3K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

1.28%

Shares15.1K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-8.48%

Shares10.5K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-0.87%

Shares31.7K

Event2026-03-31

Filed2026-04-24

IJK

ISHARES TR

-3.67%

Shares20.2K

Event2026-03-31

Filed2026-04-24

VONG

VANGUARD SCOTTSDALE FDS

4.73%

Shares18.5K

Event2026-03-31

Filed2026-04-24

EFG

ISHARES TR

-3.75%

Shares16.5K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

5.02%

Shares9.4K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

5.05%

Shares8.3K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

58.77%

Shares17.0K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

5.61%

Shares25.5K

Event2026-03-31

Filed2026-04-24

XYL

XYLEM INC

-27.54%

Shares13.6K

Event2026-03-31

Filed2026-04-24

VOOG

VANGUARD ADMIRAL FDS INC

-1.58%

Shares3.9K

Event2026-03-31

Filed2026-04-24

IDV

ISHARES TR

-0.33%

Shares34.4K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

-9.78%

Shares19.3K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

2.99%

Shares9.7K

Event2026-03-31

Filed2026-04-24

RECS

COLUMBIA ETF TR I

-1.86%

Shares36.5K

Event2026-03-31

Filed2026-04-24

DFCF

DIMENSIONAL ETF TRUST

13.71%

Shares32.8K

Event2026-03-31

Filed2026-04-24

DHS

WISDOMTREE TR

2.99%

Shares13.4K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

5.85%

Shares19.4K

Event2026-03-31

Filed2026-04-24

PEY

INVESCO EXCHANGE TRADED FD T

-1.02%

Shares62.2K

Event2026-03-31

Filed2026-04-24

USTB

VICTORY PORTFOLIOS II

24.54%

Shares26.1K

Event2026-03-31

Filed2026-04-24

EQIN

COLUMBIA ETF TR I

1.91%

Shares26.1K

Event2026-03-31

Filed2026-04-24

VCSH

VANGUARD SCOTTSDALE FDS

0.61%

Shares16.1K

Event2026-03-31

Filed2026-04-24

JGRO

J P MORGAN EXCHANGE TRADED F

9.08%

Shares15.0K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-8.31%

Shares24.7K

Event2026-03-31

Filed2026-04-24

LVHI

LEGG MASON ETF INVT

16.10%

Shares30.2K

Event2026-03-31

Filed2026-04-24

ANGL

VANECK ETF TRUST

3.21%

Shares40.6K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-0.56%

Shares1.9K

Event2026-03-31

Filed2026-04-24

ESGU

ISHARES TR

0.97%

Shares7.9K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

1.38%

Shares8.9K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

2.92%

Shares17.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

7.78%

Shares6.1K

Event2026-03-31

Filed2026-04-24

FENI

FIDELITY COVINGTON TRUST

77.40%

Shares28.3K

Event2026-03-31

Filed2026-04-24

IJS

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

11.07%

Shares17.2K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

-2.04%

Shares2.2K

Event2026-03-31

Filed2026-04-24

FELC

FIDELITY COVINGTON TRUST

102.17%

Shares25.9K

Event2026-03-31

Filed2026-04-24

SPSM

SPDR SERIES TRUST

0.42%

Shares19.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

5.04%

Shares3.2K

Event2026-03-31

Filed2026-04-24

IUSG

ISHARES TR

-4.95%

Shares5.9K

Event2026-03-31

Filed2026-04-24

AVSC

AMERICAN CENTY ETF TR

9.86%

Shares14.3K

Event2026-03-31

Filed2026-04-24

DUHP

DIMENSIONAL ETF TRUST

7.94%

Shares24.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

10.11%

Shares2.4K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

2.19%

Shares5.0K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

16.79%

Shares17.2K

Event2026-03-31

Filed2026-04-24

CDC

VICTORY PORTFOLIOS II

-3.60%

Shares10.9K

Event2026-03-31

Filed2026-04-24

JPIE

J P MORGAN EXCHANGE TRADED F

3.62%

Shares16.4K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

16.73%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-0.50%

Shares11.3K

Event2026-03-31

Filed2026-04-24

BUFR

FIRST TR EXCHNG TRADED FD VI

7.52%

Shares22.0K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

-2.15%

Shares9.0K

Event2026-03-31

Filed2026-04-24

VGIT

VANGUARD SCOTTSDALE FDS

2.96%

Shares11.9K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

10.12%

Shares3.6K

Event2026-03-31

Filed2026-04-24

HELO

J P MORGAN EXCHANGE TRADED F

15.31%

Shares10.5K

Event2026-03-31

Filed2026-04-24

VTC

VANGUARD SCOTTSDALE FDS

0.49%

Shares8.6K

Event2026-03-31

Filed2026-04-24

IJT

ISHARES TR

0.04%

Shares4.5K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

-15.94%

Shares6.7K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

3.55%

Shares12.0K

Event2026-03-31

Filed2026-04-24

WTMF

WISDOMTREE TR

5.55%

Shares16.3K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

0.34%

Shares3.0K

Event2026-03-31

Filed2026-04-24

OMFL

INVESCO EXCH TRD SLF IDX FD

4.99%

Shares10.4K

Event2026-03-31

Filed2026-04-24

IWR

ISHARES TR

1.75%

Shares6.3K

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

21.33%

Shares11.3K

Event2026-03-31

Filed2026-04-24

DFAU

DIMENSIONAL ETF TRUST

-2.50%

Shares12.9K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-8.18%

Shares2.6K

Event2026-03-31

Filed2026-04-24

GSLC

GOLDMAN SACHS ETF TR

-4.37%

Shares4.5K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

-3.48%

Shares7.2K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

-0.41%

Shares6.6K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

-0.74%

Shares11.8K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

2.36%

Shares6.7K

Event2026-03-31

Filed2026-04-24

AT&T INC

-3.94%

Shares18.3K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

0.70%

Shares1.7K

Event2026-03-31

Filed2026-04-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.33%

Shares26.6K

Event2026-03-31

Filed2026-04-24

BSCR

INVESCO EXCH TRD SLF IDX FD

-0.34%

Shares26.4K

Event2026-03-31

Filed2026-04-24

SBND

COLUMBIA ETF TR I

2.07%

Shares27.5K

Event2026-03-31

Filed2026-04-24

BSCS

INVESCO EXCH TRD SLF IDX FD

-0.34%

Shares25.3K

Event2026-03-31

Filed2026-04-24

BSCT

INVESCO EXCH TRD SLF IDX FD

-0.34%

Shares27.7K

Event2026-03-31

Filed2026-04-24

BSCU

INVESCO EXCH TRD SLF IDX FD

-0.34%

Shares30.8K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

1.22%

Shares1.7K

Event2026-03-31

Filed2026-04-24

BSCV

INVESCO EXCH TRD SLF IDX FD

-0.35%

Shares29.9K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

0.87%

Shares6.6K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

1.73%

Shares9.8K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

0.42%

Shares2.4K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-4.43%

Shares712

Event2026-03-31

Filed2026-04-24

BNDX

VANGUARD CHARLOTTE FDS

-0.06%

Shares9.5K

Event2026-03-31

Filed2026-04-24

IEF

ISHARES TR

-2.52%

Shares4.8K

Event2026-03-31

Filed2026-04-24

LQD

ISHARES TR

-0.22%

Shares4.1K

Event2026-03-31

Filed2026-04-24

JMUB

J P MORGAN EXCHANGE TRADED F

23.97%

Shares9.0K

Event2026-03-31

Filed2026-04-24

WPC

WP CAREY INC

-11.83%

Shares6.2K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-4.32%

Shares1.6K

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

5.80%

Shares1.9K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

0.65%

Shares3.2K

Event2026-03-31

Filed2026-04-24