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The Analysis of BAKER TILLY WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, BAKER TILLY WEALTH MANAGEMENT, LLC holds 280 types of securities in its portfolio with a total value $411.2M. In the most recent quarter, they have increased their positions in PLTR (+40.1K shares, valued at $5.9M), PVAL (+55.7K shares, valued at $2.6M), IGV (+31.4K shares, valued at $2.5M); decreased their positions in GLD (-1.6K shares, valued at $673.8K), N/A (-1.1K shares, valued at $641.3K), ORCL (-4.0K shares, valued at $590.8K); initiated new positions in IGV (+31.4K shares, valued at $2.5M), IDEQ (+31.5K shares, valued at $1.0M), N/A (+4.5K shares, valued at $881.2K).

1M P&L

-3.4M-0.98%

3M P&L

-15.6M-4.30%

HY P&L

+2.5M+0.71%

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/A180.5M

53.8%

2Software - Infrastructure18.0M

5.4%

3Semiconductors15.3M

4.6%

Top Industries by Stock Count

1N/A88 stocks

34.6%

2Drug Manufacturers - General9 stocks

3.5%

3Semiconductors7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS55.0K shares5.91%2026-03-312026-04-10

PVAL PUTNAM ETF TRUST515.8K shares12.10%2026-03-312026-04-10

DFAT DIMENSIONAL ETF TRUST187.2K shares8.40%2026-03-312026-04-10

NVDA NVIDIA CORPORATION66.9K shares-0.49%2026-03-312026-04-10

GLDM WORLD GOLD TR100.1K shares2.71%2026-03-312026-04-10

DFIV DIMENSIONAL ETF TRUST175.3K shares3.79%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC61.5K shares187.11%2026-03-312026-04-10

IJH ISHARES TR124.8K shares20.38%2026-03-312026-04-10

Sponsored

DFUV DIMENSIONAL ETF TRUST171.7K shares3.79%2026-03-312026-04-10

DYNF BLACKROCK ETF TRUST130.3K shares16.90%2026-03-312026-04-10

AAPL APPLE INC29.8K shares5.39%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR12.6K shares-8.10%2026-03-312026-04-10

ALPHABET INC ALPHABET INC25.2K shares3.03%2026-03-312026-04-10

MSFT MICROSOFT CORP19.5K shares0.15%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.8K shares2.88%2026-03-312026-04-10

JMUB J P MORGAN EXCHANGE TRADED F130.9K shares-1.10%2026-03-312026-04-10

Sponsored

DFAC DIMENSIONAL ETF TRUST155.0K shares-4.43%2026-03-312026-04-10

AMZN AMAZON COM INC25.9K shares-7.38%2026-03-312026-04-10

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO97.1K shares0.00%2026-03-312026-04-10

META META PLATFORMS INC8.6K shares1.18%2026-03-312026-04-10

ITOT ISHARES TR34.0K shares0.32%2026-03-312026-04-10

DFUS DIMENSIONAL ETF TRUST67.4K shares0.66%2026-03-312026-04-10

GLD SPDR GOLD TR11.0K shares-12.47%2026-03-312026-04-10

TSLA TESLA INC12.2K shares6.59%2026-03-312026-04-10

Sponsored

SPYG SPDR SERIES TRUST46.3K shares67.70%2026-03-312026-04-10

VGIT VANGUARD SCOTTSDALE FDS69.2K shares12.39%2026-03-312026-04-10

IWF ISHARES TR7.9K shares3.62%2026-03-312026-04-10

VO VANGUARD INDEX FDS11.6K shares0.91%2026-03-312026-04-10

V VISA INC10.6K shares-3.22%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR30.5K shares-0.33%2026-03-312026-04-10

NFLX NETFLIX INC.30.1K shares-2.70%2026-03-312026-04-10

ALPHABET INC ALPHABET INC9.9K shares-7.48%2026-03-312026-04-10

Sponsored

XOM EXXON MOBIL CORP16.2K shares-11.67%2026-03-312026-04-10

BROADCOM INC BROADCOM INC8.8K shares-3.90%2026-03-312026-04-10

DFAS DIMENSIONAL ETF TRUST35.7K shares-1.83%2026-03-312026-04-10

IGV ISHARES TR31.4K sharesnew addition2026-03-312026-04-10

JNJ JOHNSON & JOHNSON10.1K shares-0.62%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO8.4K shares-9.42%2026-03-312026-04-10

BA BOEING CO12.3K shares-0.51%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR22.2K shares6.63%2026-03-312026-04-10

Sponsored

IVV ISHARES TR3.5K shares3.89%2026-03-312026-04-10

WMB WILLIAMS COS INC30.4K shares14.66%2026-03-312026-04-10

VBR VANGUARD INDEX FDS9.1K shares0.00%2026-03-312026-04-10

DFSD DIMENSIONAL ETF TRUST41.0K shares86.67%2026-03-312026-04-10

KO COCA COLA CO24.8K shares37.24%2026-03-312026-04-10

ORCL ORACLE CORP12.3K shares-24.64%2026-03-312026-04-10

EVTR MORGAN STANLEY ETF TRUST35.0K shares113.90%2026-03-312026-04-10

DFGR DIMENSIONAL ETF TRUST64.2K shares18.12%2026-03-312026-04-10

Sponsored

IDEV ISHARES TR19.7K shares1.70%2026-03-312026-04-10

DIS DISNEY WALT CO15.9K shares-0.38%2026-03-312026-04-10

TXN TEXAS INSTRS INC7.7K shares1.47%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC3.2K shares2.54%2026-03-312026-04-10

BIL SPDR SERIES TRUST15.5K shares25.98%2026-03-312026-04-10

JPST J P MORGAN EXCHANGE TRADED F27.8K shares111.41%2026-03-312026-04-10

VMC VULCAN MATLS CO5.0K shares-5.88%2026-03-312026-04-10

DFAE DIMENSIONAL ETF TRUST39.2K shares12.86%2026-03-312026-04-10

Sponsored

MNST MONSTER BEVERAGE CORP NEW18.2K shares1.41%2026-03-312026-04-10

PG PROCTER & GAMBLE CO9.1K shares-1.44%2026-03-312026-04-10

HLT HILTON WORLDWIDE HLDGS INC4.2K shares0.59%2026-03-312026-04-10

LLY ELI LILLY & CO1.4K shares-6.05%2026-03-312026-04-10

SHOP SHOPIFY INC10.8K shares-4.08%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T2.0K shares107.07%2026-03-312026-04-10

APD AIR PRODUCTS AND CHEMICALS I4.4K shares-11.81%2026-03-312026-04-10

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC10.9K shares92.62%2026-03-312026-04-10

Sponsored

HD HOME DEPOT INC3.6K shares1.15%2026-03-312026-04-10

AMT AMERICAN TOWER CORP6.8K shares29.65%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS23.1K shares14.95%2026-03-312026-04-10

DFAX DIMENSIONAL ETF TRUST33.2K shares0.12%2026-03-312026-04-10

UNP UNION PAC CORP4.6K shares-0.45%2026-03-312026-04-10

ABBV ABBVIE INC5.1K shares1.97%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN5.4K shares29.67%2026-03-312026-04-10

BSVO EA SERIES TRUST42.8K shares-31.89%2026-03-312026-04-10

Sponsored

SBUX STARBUCKS CORP12.0K shares-2.95%2026-03-312026-04-10

BINC BLACKROCK ETF TRUST II20.7K shares61.89%2026-03-312026-04-10

PSLV SPROTT ASSET MANAGEMENT LP43.2K shares9.62%2026-03-312026-04-10

REGN REGENERON PHARMACEUTICALS1.4K shares4.36%2026-03-312026-04-10

VICR VICOR CORP6.5K shares0.06%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP5.7K shares19.35%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC5.8K shares76.64%2026-03-312026-04-10

IDEQ LAZARD ACTIVE ETF TR31.5K sharesnew addition2026-03-312026-04-10

Sponsored

UNILEVER PLC UNILEVER PLC17.4K shares1.86%2026-03-312026-04-10

VTI VANGUARD INDEX FDS3.1K shares22.50%2026-03-312026-04-10

HELO J P MORGAN EXCHANGE TRADED F15.5K shares0.00%2026-03-312026-04-10

IEMG ISHARES INC14.0K shares0.15%2026-03-312026-04-10

CVS CVS HEALTH CORP13.4K shares1.48%2026-03-312026-04-10

CVX CHEVRON CORPORATION4.7K shares-7.74%2026-03-312026-04-10

LINDE PLC LINDE PLC1.9K shares0.42%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR30.5K shares-22.53%2026-03-312026-04-10

Sponsored

CMCSA COMCAST CORP NEW32.5K shares4.82%2026-03-312026-04-10

WMT WALMART INC7.5K shares1.35%2026-03-312026-04-10

BAC BANK AMERICA CORP19.0K shares1.49%2026-03-312026-04-10

RTX RTX CORPORATION4.8K shares-20.90%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE3.2K shares8.20%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO3.0K shares-4.40%2026-03-312026-04-10

SPDW SPDR INDEX SHS FDS19.9K shares-0.73%2026-03-312026-04-10

ADSK AUTODESK INC3.8K shares-11.61%2026-03-312026-04-10

Sponsored

SPYM SPDR SERIES TRUST11.8K shares0.24%2026-03-312026-04-10

BDX BECTON DICKINSON & CO5.7K shares0.33%2026-03-312026-04-10

CRM SALESFORCE INC4.7K shares-15.72%2026-03-312026-04-10

ASTRAZENECA PLC ASTRAZENECA PLC4.5K sharesnew addition2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC17.5K shares-19.55%2026-03-312026-04-10

SPYV SPDR SERIES TRUST15.4K shares-4.93%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares82.93%2026-03-312026-04-10

FCX FREEPORT MCMORAN INC14.7K shares-26.94%2026-03-312026-04-10

Sponsored

MET METLIFE INC12.2K shares-2.61%2026-03-312026-04-10

ORLY OREILLY AUTOMOTIVE INC9.2K shares11.36%2026-03-312026-04-10

WFC WELLS FARGO & CO10.4K shares2.60%2026-03-312026-04-10

VUG VANGUARD INDEX FDS1.9K shares-28.36%2026-03-312026-04-10

SRE SEMPRA8.4K shares-0.18%2026-03-312026-04-10

PSA PUBLIC STORAGE OPER CO3.0K shares10.82%2026-03-312026-04-10

TMUS T-MOBILE US INC3.8K shares-0.18%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC2.7K shares-2.06%2026-03-312026-04-10

Sponsored

CBRE CBRE GROUP INC5.8K shares-7.33%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS15.4K shares17.60%2026-03-312026-04-10

HLN HALEON PLC74.6K shares-1.73%2026-03-312026-04-10

WM WASTE MGMT INC DEL3.2K shares-3.27%2026-03-312026-04-10

DFAU DIMENSIONAL ETF TRUST16.2K shares15.12%2026-03-312026-04-10

CAT CATERPILLAR INC1.0K shares-5.48%2026-03-312026-04-10

HEI.A HEICO CORP NEW3.4K shares-6.02%2026-03-312026-04-10

CWI SPDR INDEX SHS FDS19.3K shares0.00%2026-03-312026-04-10

Sponsored

LYV LIVE NATION ENTERTAINMENT IN4.6K shares2.70%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC4.2K shares12.88%2026-03-312026-04-10

SDY SPDR SERIES TRUST4.7K sharesnew addition2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR26.6K shares0.12%2026-03-312026-04-10

DFSV DIMENSIONAL ETF TRUST18.8K shares-1.54%2026-03-312026-04-10

TDG TRANSDIGM GROUP INC562 shares-9.06%2026-03-312026-04-10

BN BROOKFIELD CORP16.0K shares-10.90%2026-03-312026-04-10

HON HONEYWELL INTL INC2.9K sharesnew addition2026-03-312026-04-10

Sponsored

NVS NOVARTIS AG4.2K shares3.58%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC1.4K shares-9.64%2026-03-312026-04-10

IVW ISHARES TR5.7K shares-10.10%2026-03-312026-04-10

MPC MARATHON PETE CORP2.6K shares-0.69%2026-03-312026-04-10

MA MASTERCARD INCORPORATED1.3K shares-20.97%2026-03-312026-04-10

GDX VANECK ETF TRUST6.8K shares3.13%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC5.4K sharesnew addition2026-03-312026-04-10

DFAI DIMENSIONAL ETF TRUST15.8K shares26.92%2026-03-312026-04-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-5.21%2026-03-312026-04-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.9K shares-1.52%2026-03-312026-04-10

DE DEERE & CO1.1K shares0.19%2026-03-312026-04-10

EFV ISHARES TR8.1K shares21.01%2026-03-312026-04-10

MLM MARTIN MARIETTA MATLS INC1.0K shares0.30%2026-03-312026-04-10

LHX L3HARRIS TECHNOLOGIES INC1.7K shares-20.63%2026-03-312026-04-10

CSCO CISCO SYS INC7.5K shares5.71%2026-03-312026-04-10

IJR ISHARES TR4.7K sharesnew addition2026-03-312026-04-10

Sponsored

EXPD EXPEDITORS INTL WASH INC4.0K shares0.50%2026-03-312026-04-10

VCIT VANGUARD SCOTTSDALE FDS6.9K shares-0.30%2026-03-312026-04-10

EFA ISHARES TR5.6K shares-2.25%2026-03-312026-04-10

AMP AMERIPRISE FINL INC1.2K shares-1.30%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-9.80%2026-03-312026-04-10

LOW LOWES COS INC2.2K shares6.22%2026-03-312026-04-10

AMGN AMGEN INC1.5K shares0.95%2026-03-312026-04-10

YUM YUM BRANDS INC3.4K shares1.39%2026-03-312026-04-10

Sponsored

COST COSTCO WHOLESALE CORPORATION517 shares18.31%2026-03-312026-04-10

QCOM QUALCOMM INC4.0K shares-37.96%2026-03-312026-04-10

PEP PEPSICO INC3.3K shares-0.15%2026-03-312026-04-10

VB VANGUARD INDEX FDS1.9K shares7.28%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC1.0K shares-25.68%2026-03-312026-04-10

VXUS VANGUARD STAR FDS6.4K shares-5.45%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC4.4K shares1.14%2026-03-312026-04-10

SEIC SEI INVTS CO6.3K shares3.57%2026-03-312026-04-10

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN2.5K shares1.22%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC4.0K shares-15.77%2026-03-312026-04-10

KKR & CO INC KKR & CO INC5.2K shares-11.78%2026-03-312026-04-10

VTV VANGUARD INDEX FDS2.4K shares-49.22%2026-03-312026-04-10

THE CIGNA GROUP THE CIGNA GROUP1.8K shares0.17%2026-03-312026-04-10

GEV GE VERNOVA INC533 shares-21.96%2026-03-312026-04-10

MCD MCDONALDS CORP1.5K shares2.82%2026-03-312026-04-10

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO11.6K shares5.59%2026-03-312026-04-10

Sponsored

SHYG ISHARES TR10.6K shares1.65%2026-03-312026-04-10

MSCI MSCI INC826 shares-15.80%2026-03-312026-04-10

STZ CONSTELLATION BRANDS INC2.9K shares36.46%2026-03-312026-04-10

MS MORGAN STANLEY2.7K shares-1.77%2026-03-312026-04-10

IUSV ISHARES TR4.0K shares0.00%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC422 shares4.71%2026-03-312026-04-10

ASML ASML HLDG NV307 shares-9.44%2026-03-312026-04-10

MKL MARKEL GROUP INC211 shares-9.44%2026-03-312026-04-10

Sponsored

EPAM EPAM SYS INC3.0K shares58.57%2026-03-312026-04-10

GLW CORNING INC2.9K shares-23.18%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC1.9K shares-0.37%2026-03-312026-04-10

IEFA ISHARES TR4.3K shares0.58%2026-03-312026-04-10

SCHG SCHWAB STRATEGIC TR13.4K shares-2.42%2026-03-312026-04-10

GM GENERAL MTRS CO5.1K shares4.91%2026-03-312026-04-10

IDXX IDEXX LABS INC678 shares-16.40%2026-03-312026-04-10

DFEM DIMENSIONAL ETF TRUST11.0K shares11.93%2026-03-312026-04-10

Sponsored

GILD GILEAD SCIENCES INC2.7K shares-4.91%2026-03-312026-04-10

AWK AMERICAN WTR WKS CO INC NEW2.8K shares-3.90%2026-03-312026-04-10

DMLP DORCHESTER MINERALS L P13.9K shares2.95%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares8.86%2026-03-312026-04-10

OTIS OTIS WORLDWIDE CORP4.9K sharesnew addition2026-03-312026-04-10

AME AMETEK INC1.7K shares-0.29%2026-03-312026-04-10

SPEM SPDR INDEX SHS FDS7.8K shares-18.64%2026-03-312026-04-10

SPSM SPDR SERIES TRUST7.5K shares-0.47%2026-03-312026-04-10

Sponsored

AES AES CORP25.2K shares1.02%2026-03-312026-04-10

AIG AMERICAN INTL GROUP INC4.7K shares12.80%2026-03-312026-04-10

IVE ISHARES TR1.6K shares-22.78%2026-03-312026-04-10

DOV DOVER CORP1.6K shares-3.68%2026-03-312026-04-10

CSX CSX CORP8.4K shares16.88%2026-03-312026-04-10

EFG ISHARES TR3.0K shares37.42%2026-03-312026-04-10

WAT WATERS CORP1.1K sharesnew addition2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO5.5K shares-5.00%2026-03-312026-04-10

Sponsored

ESGU ISHARES TR2.4K shares0.00%2026-03-312026-04-10

AMAT APPLIED MATLS INC923 shares12.15%2026-03-312026-04-10

BIV VANGUARD BD INDEX FDS4.1K sharesnew addition2026-03-312026-04-10

TT TRANE TECHNOLOGIES PLC753 shares5.17%2026-03-312026-04-10

GOVT ISHARES TR13.6K shares-22.70%2026-03-312026-04-10

GWW WW GRAINGER INC284 shares1.07%2026-03-312026-04-10

ADI ANALOG DEVICES INC972 shares5.77%2026-03-312026-04-10

MCHI ISHARES TR5.4K shares0.00%2026-03-312026-04-10

Sponsored

DTE DTE ENERGY CO2.1K shares-30.44%2026-03-312026-04-10

FTI TECHNIPFMC PLC4.4K shares-40.63%2026-03-312026-04-10

PFE PFIZER INC10.6K shares-6.66%2026-03-312026-04-10

CMI CUMMINS INC554 shares2.78%2026-03-312026-04-10

SPMB SPDR SERIES TRUST13.2K shares1.58%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC1.1K shares2.66%2026-03-312026-04-10

NVO NOVO-NORDISK A S7.9K shares-40.05%2026-03-312026-04-10

AEM AGNICO EAGLE MINES LTD1.4K shares8.90%2026-03-312026-04-10

Sponsored

LPLA LPL FINL HLDGS INC949 shares3.38%2026-03-312026-04-10

ARES ARES MANAGEMENT CORPORATION2.6K shares-13.97%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS3.2K shares-8.22%2026-03-312026-04-10

COP CONOCOPHILLIPS2.1K shares-5.68%2026-03-312026-04-10

PCG PG&E CORP15.9K shares-1.20%2026-03-312026-04-10

FAST FASTENAL CO5.9K shares2.64%2026-03-312026-04-10

CME CME GROUP INC926 sharesnew addition2026-03-312026-04-10

T AT&T INC9.4K sharesnew addition2026-03-312026-04-10

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.1K shares-3.29%2026-03-312026-04-10

BARRICK MNG CORP BARRICK MNG CORP6.5K shares-2.90%2026-03-312026-04-10

MUFG MITSUBISHI UFJ FINANCIAL GRO15.2K shares9.52%2026-03-312026-04-10

NLR VANECK ETF TRUST1.9K sharesnew addition2026-03-312026-04-10

LUV SOUTHWEST AIRLS CO6.9K shares-18.95%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC304 shares22.58%2026-03-312026-04-10

NEE NEXTERA ENERGY INC2.8K shares-41.17%2026-03-312026-04-10

TPR TAPESTRY INC1.8K shares-3.67%2026-03-312026-04-10

Sponsored

MCK MCKESSON CORP294 shares12.64%2026-03-312026-04-10

SPTL SPDR SERIES TRUST9.5K shares-13.57%2026-03-312026-04-10

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.9K shares13.92%2026-03-312026-04-10

CSGP COSTAR GROUP INC6.1K shares-18.74%2026-03-312026-04-10

ILMN ILLUMINA INC2.0K shares-33.63%2026-03-312026-04-10

DFIS DIMENSIONAL ETF TRUST7.2K sharesnew addition2026-03-312026-04-10

OKE ONEOK INC NEW2.7K sharesnew addition2026-03-312026-04-10

MCO MOODYS CORP550 shares-3.85%2026-03-312026-04-10

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F5.4K shares0.00%2026-03-312026-04-10

AFL AFLAC INC2.2K shares2.40%2026-03-312026-04-10

JCI JOHNSON CONTROLS INTERNATION1.8K sharesnew addition2026-03-312026-04-10

HSBC HSBC HLDGS PLC2.9K shares8.35%2026-03-312026-04-10

IBDR ISHARES TR9.8K shares0.00%2026-03-312026-04-10

H HYATT HOTELS CORP1.6K shares12.22%2026-03-312026-04-10

CDW CDW CORP1.9K shares0.73%2026-03-312026-04-10

HDV ISHARES TR1.7K shares0.00%2026-03-312026-04-10

Sponsored

AMD ADVANCED MICRO DEVICES INC1.1K shares-4.92%2026-03-312026-04-10

STT STATE STR CORP1.8K shares6.22%2026-03-312026-04-10

VEEV VEEVA SYS INC1.3K shares-25.38%2026-03-312026-04-10

THC TENET HEALTHCARE CORP1.2K shares-17.13%2026-03-312026-04-10

OXY OCCIDENTAL PETE CORP3.5K sharesnew addition2026-03-312026-04-10

ROP ROPER TECHNOLOGIES INC640 shares-25.32%2026-03-312026-04-10

TJX TJX COS INC NEW1.4K shares-6.05%2026-03-312026-04-10

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP5.7K shares-2.18%2026-03-312026-04-10

Sponsored

SCHF SCHWAB STRATEGIC TR9.0K shares0.00%2026-03-312026-04-10

AVIV AMERICAN CENTY ETF TR3.0K sharesnew addition2026-03-312026-04-10

QUAL ISHARES TR1.2K shares-7.41%2026-03-312026-04-10

ESGD ISHARES TR2.3K shares0.00%2026-03-312026-04-10

DEO DIAGEO PLC3.0K shares5.67%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC653 sharesnew addition2026-03-312026-04-10

CB CHUBB LTD SWITZ675 shares-0.15%2026-03-312026-04-10

SHEL SHELL PLC2.4K sharesnew addition2026-03-312026-04-10

Sponsored

RSG REPUBLIC SVCS INC996 shares2.79%2026-03-312026-04-10

BKR BAKER HUGHES COMPANY3.6K sharesnew addition2026-03-312026-04-10

MDLZ MONDELEZ INTL INC3.8K sharesnew addition2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP356 sharesnew addition2026-03-312026-04-10

SONY SONY GROUP CORP10.3K shares-11.69%2026-03-312026-04-10

DUSB DIMENSIONAL ETF TRUST4.2K shares0.75%2026-03-312026-04-10

PH PARKER-HANNIFIN CORP235 shares-5.24%2026-03-312026-04-10

ROST ROSS STORES INC967 sharesnew addition2026-03-312026-04-10

Sponsored

MAR MARRIOTT INTL INC NEW628 sharesnew addition2026-03-312026-04-10

OMC OMNICOM GROUP INC2.7K shares-1.35%2026-03-312026-04-10

PLNT PLANET FITNESS MASTER ISSUER2.7K shares-15.66%2026-03-312026-04-10

BAI BLACKROCK ETF TRUST6.1K sharesnew addition2026-03-312026-04-10

SAN BANCO SANTANDER SA16.3K shares-9.18%2026-03-312026-04-10

OSS ONE STOP SYS INC20.0K shares0.00%2026-03-312026-04-10

CCC CCC INTELLIGENT SOLUTIONS HL14.8K shares-18.18%2026-03-312026-04-10

DH DEFINITIVE HEALTHCARE CORP60.1K shares0.00%2026-03-312026-04-10

Sponsored

VANGUARD INDEX FDS

5.91%

Shares55.0K

Event2026-03-31

Filed2026-04-10

PVAL

PUTNAM ETF TRUST

12.10%

Shares515.8K

Event2026-03-31

Filed2026-04-10

DFAT

DIMENSIONAL ETF TRUST

8.40%

Shares187.2K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-0.49%

Shares66.9K

Event2026-03-31

Filed2026-04-10

GLDM

WORLD GOLD TR

2.71%

Shares100.1K

Event2026-03-31

Filed2026-04-10

DFIV

DIMENSIONAL ETF TRUST

3.79%

Shares175.3K

Event2026-03-31

Filed2026-04-10

PLTR

PALANTIR TECHNOLOGIES INC

187.11%

Shares61.5K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

20.38%

Shares124.8K

Event2026-03-31

Filed2026-04-10

DFUV

DIMENSIONAL ETF TRUST

3.79%

Shares171.7K

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

16.90%

Shares130.3K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

5.39%

Shares29.8K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-8.10%

Shares12.6K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

3.03%

Shares25.2K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.15%

Shares19.5K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

2.88%

Shares13.8K

Event2026-03-31

Filed2026-04-10

JMUB

J P MORGAN EXCHANGE TRADED F

-1.10%

Shares130.9K

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

-4.43%

Shares155.0K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-7.38%

Shares25.9K

Event2026-03-31

Filed2026-04-10

PROFESIONALLY MANAGED PORTFO

0.00%

Shares97.1K

Event2026-03-31

Filed2026-04-10