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The Analysis of Bedel Financial Consulting, Inc.'s Holdings & P&L

Currently, Bedel Financial Consulting, Inc. holds 293 types of securities in its portfolio with a total value $870.0M. In the most recent quarter, they have increased their positions in DFAI (+69.9K shares, valued at $2.7M), AVDV (+12.5K shares, valued at $1.2M), DFAE (+34.8K shares, valued at $1.2M); decreased their positions in VTES (-130.0K shares, valued at $13.1M), FDN (-3.8K shares, valued at $877.6K), IEI (-4.1K shares, valued at $489.8K); initiated new positions in AVLV (+14.1K shares, valued at $1.1M), IBHG (+29.8K shares, valued at $660.1K), IEFA (+3.0K shares, valued at $275.9K).

1M P&L

+58.5M+6.75%

3M P&L

+9.5M+1.04%

HY P&L

+26.0M+2.89%

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/A394.3M

47.0%

2Drug Manufacturers - General309.9M

37.0%

3Consumer Electronics19.5M

2.3%

Top Industries by Stock Count

1N/A146 stocks

54.1%

2Drug Manufacturers - General8 stocks

3.0%

3Utilities - Regulated Electric7 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO327.6K shares-0.14%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST1.5M shares4.79%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS703.8K shares1.72%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST774.0K shares4.71%2026-03-312026-05-04

AAPL APPLE INC76.9K shares-1.10%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR172.1K shares7.80%2026-03-312026-05-04

EFG ISHARES TR123.4K shares0.96%2026-03-312026-05-04

IMCG ISHARES TR165.1K shares3.65%2026-03-312026-05-04

Sponsored

SPY STATE STR SPDR S&P 500 ETF T19.3K shares1.42%2026-03-312026-05-04

MSFT MICROSOFT CORP33.7K shares0.22%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF289.6K shares2.75%2026-03-312026-05-04

TOTL SSGA ACTIVE ETF TR253.5K shares11.12%2026-03-312026-05-04

PAPR INNOVATOR ETFS TRUST235.9K shares-0.42%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO31.5K shares-0.68%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.5K shares-0.99%2026-03-312026-05-04

IVV ISHARES TR11.9K shares5.78%2026-03-312026-05-04

Sponsored

IMCV ISHARES TR91.3K shares5.84%2026-03-312026-05-04

FYC FIRST TR EXCHANGE-TRADED ALP77.2K shares3.67%2026-03-312026-05-04

FLV AMERICAN CENTY ETF TR88.1K shares6.44%2026-03-312026-05-04

ALPHABET INC ALPHABET INC21.1K shares0.32%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS75.5K shares-2.70%2026-03-312026-05-04

VTI VANGUARD INDEX FDS17.3K shares0.16%2026-03-312026-05-04

ISCF ISHARES TR121.1K shares0.08%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-05-04

Sponsored

IMCB ISHARES TR59.6K shares11.00%2026-03-312026-05-04

COWZ PACER FDS TR77.8K shares0.12%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST75.2K shares12.96%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST87.4K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION25.3K shares0.17%2026-03-312026-05-04

ALPHABET INC ALPHABET INC14.8K shares-0.20%2026-03-312026-05-04

IWR ISHARES TR42.9K shares6.68%2026-03-312026-05-04

XOM EXXON MOBIL CORP23.9K shares-0.32%2026-03-312026-05-04

Sponsored

CMI CUMMINS INC6.8K shares-4.91%2026-03-312026-05-04

PFFV GLOBAL X FDS166.5K shares-11.45%2026-03-312026-05-04

GLD SPDR GOLD TR8.3K shares-0.42%2026-03-312026-05-04

VTES VANGUARD WELLINGTON FD34.8K shares-78.88%2026-03-312026-05-04

QUAL ISHARES TR17.9K shares1.45%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS5.5K shares6.72%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON13.2K shares-0.74%2026-03-312026-05-04

VNLA JANUS DETROIT STR TR64.8K shares6.70%2026-03-312026-05-04

Sponsored

WMT WALMART INC25.3K shares-0.26%2026-03-312026-05-04

AMAT APPLIED MATLS INC9.2K shares-0.76%2026-03-312026-05-04

IWM ISHARES TR11.9K shares-0.50%2026-03-312026-05-04

AMZN AMAZON COM INC14.1K shares1.52%2026-03-312026-05-04

IJUL INNOVATOR ETFS TRUST81.6K shares-0.83%2026-03-312026-05-04

QGRO AMERICAN CENTY ETF TR25.2K shares1.77%2026-03-312026-05-04

EFA ISHARES TR26.9K shares0.78%2026-03-312026-05-04

ABBV ABBVIE INC11.7K shares0.20%2026-03-312026-05-04

Sponsored

CSCO CISCO SYS INC29.6K shares-0.16%2026-03-312026-05-04

SPSM SPDR SERIES TRUST46.8K shares19.46%2026-03-312026-05-04

IJH ISHARES TR33.5K shares2.01%2026-03-312026-05-04

ORCL ORACLE CORP15.3K shares-0.33%2026-03-312026-05-04

MCD MCDONALDS CORP7.1K shares-0.18%2026-03-312026-05-04

GSPY TIDAL TRUST I58.1K shares-1.75%2026-03-312026-05-04

BUFB INNOVATOR ETFS TRUST56.6K shares10.70%2026-03-312026-05-04

FNX FIRST TR EXCHANGE-TRADED ALP15.7K shares0.00%2026-03-312026-05-04

Sponsored

ACWX ISHARES TR29.4K shares1.07%2026-03-312026-05-04

VUG VANGUARD INDEX FDS4.5K shares0.27%2026-03-312026-05-04

PEP PEPSICO INC12.4K shares-0.48%2026-03-312026-05-04

IWF ISHARES TR4.5K shares0.74%2026-03-312026-05-04

KO COCA COLA CO24.8K shares0.00%2026-03-312026-05-04

CVX CHEVRON CORPORATION8.8K shares0.07%2026-03-312026-05-04

HD HOME DEPOT INC5.5K shares-0.58%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F23.8K shares0.06%2026-03-312026-05-04

Sponsored

IBHF ISHARES TR77.2K shares0.31%2026-03-312026-05-04

META META PLATFORMS INC3.0K shares-1.54%2026-03-312026-05-04

POCT INNOVATOR ETFS TRUST39.2K shares0.00%2026-03-312026-05-04

CALF PACER FDS TR37.4K shares-2.25%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F30.4K shares-0.03%2026-03-312026-05-04

MINT PIMCO ETF TR15.7K shares25.99%2026-03-312026-05-04

PG PROCTER & GAMBLE CO10.6K shares-12.42%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC3.2K shares0.00%2026-03-312026-05-04

Sponsored

IWS ISHARES TR10.2K shares-1.40%2026-03-312026-05-04

HON HONEYWELL INTL INC6.4K shares-0.45%2026-03-312026-05-04

SPG SIMON PPTY GROUP INC NEW7.7K shares-1.99%2026-03-312026-05-04

TCHP T ROWE PRICE ETF INC32.5K shares0.92%2026-03-312026-05-04

UOCT INNOVATOR ETFS TRUST36.2K shares0.00%2026-03-312026-05-04

CAT CATERPILLAR INC1.9K shares-0.87%2026-03-312026-05-04

LOW LOWES COS INC5.8K shares-0.58%2026-03-312026-05-04

DIS DISNEY WALT CO14.0K shares-0.76%2026-03-312026-05-04

Sponsored

HELO J P MORGAN EXCHANGE TRADED F21.1K shares12.40%2026-03-312026-05-04

TSLA TESLA INC3.5K shares-0.37%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO4.2K shares-4.86%2026-03-312026-05-04

VXUS VANGUARD STAR FDS16.4K shares0.08%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST17.7K shares1.16%2026-03-312026-05-04

RTX RTX CORPORATION6.5K shares0.75%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC8.5K shares-6.49%2026-03-312026-05-04

PJUL INNOVATOR ETFS TRUST26.8K shares-3.08%2026-03-312026-05-04

Sponsored

HBAN HUNTINGTON BANCSHARES INC77.7K shares0.56%2026-03-312026-05-04

IWD ISHARES TR5.4K shares3.70%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR14.1K sharesnew addition2026-03-312026-05-04

VTV VANGUARD INDEX FDS5.7K shares-0.03%2026-03-312026-05-04

VB VANGUARD INDEX FDS4.3K shares0.19%2026-03-312026-05-04

IJS ISHARES TR9.4K shares0.00%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION1.1K shares-2.67%2026-03-312026-05-04

INTC INTEL CORP23.4K shares-2.31%2026-03-312026-05-04

Sponsored

PSEP INNOVATOR ETFS TRUST23.8K shares0.00%2026-03-312026-05-04

BROADCOM INC BROADCOM INC3.3K shares0.15%2026-03-312026-05-04

VGT VANGUARD WORLD FD1.5K shares0.69%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR33.0K shares-0.28%2026-03-312026-05-04

FNDX SCHWAB STRATEGIC TR36.0K shares182.31%2026-03-312026-05-04

IWN ISHARES TR5.2K shares6.44%2026-03-312026-05-04

PJAN INNOVATOR ETFS TRUST21.2K shares3.81%2026-03-312026-05-04

PNOV INNOVATOR ETFS TRUST23.7K shares0.00%2026-03-312026-05-04

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN16.2K shares9.56%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC5.8K shares0.03%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN4.7K shares0.02%2026-03-312026-05-04

V VISA INC3.1K shares0.06%2026-03-312026-05-04

PFE PFIZER INC33.4K shares-0.41%2026-03-312026-05-04

IWP ISHARES TR7.2K shares-2.73%2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP14.6K shares0.00%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR35.9K shares0.12%2026-03-312026-05-04

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.5K shares0.04%2026-03-312026-05-04

IWO ISHARES TR2.7K shares-1.87%2026-03-312026-05-04

NEE NEXTERA ENERGY INC9.2K shares-17.89%2026-03-312026-05-04

IUSG ISHARES TR5.4K shares0.00%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC6.9K shares0.06%2026-03-312026-05-04

SCZ ISHARES TR10.6K shares-0.94%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS9.4K shares-0.31%2026-03-312026-05-04

EXLS EXLSERVICE HLDGS INC26.6K shares28.21%2026-03-312026-05-04

Sponsored

ORLY OREILLY AUTOMOTIVE INC8.7K shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP16.3K shares0.42%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC3.0K shares0.00%2026-03-312026-05-04

FFBC 1ST FINL BANCORP28.3K shares3.14%2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.7K shares0.04%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K shares8.67%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS3.2K shares-0.66%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY2.6K shares-2.61%2026-03-312026-05-04

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares-1.32%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR29.1K shares-0.68%2026-03-312026-05-04

VO VANGUARD INDEX FDS2.6K shares-1.82%2026-03-312026-05-04

DVY ISHARES TR4.9K shares0.00%2026-03-312026-05-04

VBR VANGUARD INDEX FDS3.4K shares0.48%2026-03-312026-05-04

CSX CSX CORP17.7K shares0.00%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS11.3K shares-0.05%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST18.1K shares-1.97%2026-03-312026-05-04

Sponsored

NVS NOVARTIS AG4.7K shares-0.28%2026-03-312026-05-04

PFEB INNOVATOR ETFS TRUST17.7K shares0.00%2026-03-312026-05-04

USB US BANCORP13.3K shares0.00%2026-03-312026-05-04

MUNI PIMCO ETF TR12.9K shares0.00%2026-03-312026-05-04

WFC WELLS FARGO & CO8.5K shares-2.99%2026-03-312026-05-04

SMMU PIMCO ETF TR13.2K shares0.00%2026-03-312026-05-04

IBHG ISHARES TR29.8K sharesnew addition2026-03-312026-05-04

MO ALTRIA GROUP INC9.6K shares0.01%2026-03-312026-05-04

Sponsored

TJX TJX COS INC NEW3.9K shares9.64%2026-03-312026-05-04

MPLX MPLX LP10.6K shares0.73%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS2.8K shares3.40%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.6K shares-1.10%2026-03-312026-05-04

IEI ISHARES TR4.9K shares-45.53%2026-03-312026-05-04

PMAY INNOVATOR ETFS TRUST14.5K shares0.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC2.8K shares-8.86%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC1.6K shares0.00%2026-03-312026-05-04

Sponsored

BALL BALL CORP9.6K shares0.00%2026-03-312026-05-04

AMGN AMGEN INC1.6K shares0.00%2026-03-312026-05-04

USEP INNOVATOR ETFS TRUST14.6K shares0.00%2026-03-312026-05-04

KR KROGER CO7.7K shares0.08%2026-03-312026-05-04

SYK STRYKER CORPORATION1.7K shares0.00%2026-03-312026-05-04

T AT&T INC18.9K shares0.57%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST14.8K shares161.37%2026-03-312026-05-04

MEM MATTHEWS ASIA FDS14.4K shares0.00%2026-03-312026-05-04

Sponsored

COP CONOCOPHILLIPS4.0K shares-0.49%2026-03-312026-05-04

MS MORGAN STANLEY3.2K shares-3.17%2026-03-312026-05-04

IJR ISHARES TR4.2K shares18.70%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC3.9K shares0.00%2026-03-312026-05-04

UNP UNION PAC CORP2.1K shares0.00%2026-03-312026-05-04

IJT ISHARES TR3.4K shares0.00%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR10.0K shares-0.38%2026-03-312026-05-04

NJR NEW JERSEY RES CORP9.0K shares0.30%2026-03-312026-05-04

Sponsored

EEM ISHARES TR8.2K shares0.00%2026-03-312026-05-04

FE FIRSTENERGY CORP9.0K shares7.08%2026-03-312026-05-04

MA MASTERCARD INCORPORATED908 shares0.11%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE1.6K shares0.00%2026-03-312026-05-04

MMM 3M CO3.1K shares0.53%2026-03-312026-05-04

QCOM QUALCOMM INC3.4K shares-0.61%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR15.1K shares0.03%2026-03-312026-05-04

SO SOUTHERN CO4.5K shares0.00%2026-03-312026-05-04

Sponsored

KMB KIMBERLY-CLARK CORP4.5K shares0.00%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR750 shares6.38%2026-03-312026-05-04

SBUX STARBUCKS CORP4.7K shares-4.83%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 40687 shares0.00%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T5.6K shares0.00%2026-03-312026-05-04

GSK PLC GSK PLC7.6K shares0.00%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST12.9K shares40.45%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS5.0K shares9.87%2026-03-312026-05-04

Sponsored

NFLX NETFLIX INC.4.2K shares0.00%2026-03-312026-05-04

IUSV ISHARES TR4.0K shares0.00%2026-03-312026-05-04

PUSH PGIM ETF TR8.0K shares0.00%2026-03-312026-05-04

UJAN INNOVATOR ETFS TRUST9.5K shares9.83%2026-03-312026-05-04

DHR DANAHER CORP DEL2.1K shares0.00%2026-03-312026-05-04

OKE ONEOK INC NEW4.4K shares0.16%2026-03-312026-05-04

FDX FEDEX CORP1.1K shares0.09%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP1.4K shares7.87%2026-03-312026-05-04

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares0.00%2026-03-312026-05-04

SHOP SHOPIFY INC3.3K shares3.17%2026-03-312026-05-04

LITE LUMENTUM HLDGS INC547 shares0.00%2026-03-312026-05-04

UJUL INNOVATOR ETFS TRUST9.9K shares-9.00%2026-03-312026-05-04

SHYM BLACKROCK ETF TRUST II17.2K shares3.14%2026-03-312026-05-04

PNW PINNACLE WEST CAP CORP3.7K shares0.00%2026-03-312026-05-04

STLD STEEL DYNAMICS INC2.0K shares0.00%2026-03-312026-05-04

GWW WW GRAINGER INC336 shares0.00%2026-03-312026-05-04

Sponsored

COF CAPITAL ONE FINL CORP2.0K shares-0.75%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC427 shares8.93%2026-03-312026-05-04

DE DEERE & CO634 shares0.00%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC7.1K shares-2.50%2026-03-312026-05-04

CAH CARDINAL HEALTH INC1.7K shares0.00%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS4.6K shares0.46%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.17%2026-03-312026-05-04

BJAN INNOVATOR ETFS TRUST6.4K shares0.00%2026-03-312026-05-04

Sponsored

ISHARES GOLD TR ISHARES GOLD TR3.8K shares0.00%2026-03-312026-05-04

EMR EMERSON ELEC CO2.5K shares-1.28%2026-03-312026-05-04

PMAR INNOVATOR ETFS TRUST7.4K shares-13.48%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC5.8K shares0.00%2026-03-312026-05-04

IWB ISHARES TR917 shares0.00%2026-03-312026-05-04

CTVA CORTEVA INC3.9K shares0.03%2026-03-312026-05-04

ET ENERGY TRANSFER L P16.7K shares0.45%2026-03-312026-05-04

DGRO ISHARES TR4.6K shares-2.41%2026-03-312026-05-04

Sponsored

TPIF TIMOTHY PLAN8.9K shares26.21%2026-03-312026-05-04

GEV GE VERNOVA INC367 shares0.00%2026-03-312026-05-04

USMV ISHARES TR3.4K shares0.18%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC328 shares-1.80%2026-03-312026-05-04

RING ISHARES INC4.0K shares0.00%2026-03-312026-05-04

WWJD NORTHERN LTS FD TR IV8.4K shares27.33%2026-03-312026-05-04

ALL ALLSTATE CORP1.5K shares0.07%2026-03-312026-05-04

ELCV STRATEGY SHS10.3K shares20.67%2026-03-312026-05-04

Sponsored

BA BOEING CO1.5K shares-6.39%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-05-04

SGOV ISHARES TR2.9K shares0.03%2026-03-312026-05-04

CB CHUBB LTD SWITZ888 shares0.00%2026-03-312026-05-04

MTRN MATERION CORP2.0K shares0.00%2026-03-312026-05-04

PLD PROLOGIS INC.2.2K shares0.00%2026-03-312026-05-04

PAUG INNOVATOR ETFS TRUST6.6K shares0.00%2026-03-312026-05-04

Sponsored

UNH UNITEDHEALTH GROUP INC1.0K shares-6.19%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC2.5K shares0.00%2026-03-312026-05-04

IEFA ISHARES TR3.0K sharesnew addition2026-03-312026-05-04

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.4K sharesnew addition2026-03-312026-05-04

LDUR PIMCO ETF TR2.8K shares0.00%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP445 shares4.95%2026-03-312026-05-04

BSTP INNOVATOR ETFS TRUST7.4K shares-12.96%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F3.2K shares10.71%2026-03-312026-05-04

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD1.1K shares-76.92%2026-03-312026-05-04

XMHQ INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-03-312026-05-04

IEMG ISHARES INC3.7K sharesnew addition2026-03-312026-05-04

GDX VANECK ETF TRUST2.8K shares0.00%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC4.5K shares0.02%2026-03-312026-05-04

NI NISOURCE INC5.5K shares0.00%2026-03-312026-05-04

TMUS T-MOBILE US INC1.2K shares0.17%2026-03-312026-05-04

EVRG EVERGY INC3.1K shares0.00%2026-03-312026-05-04

Sponsored

SLV ISHARES SILVER TR3.7K shares-16.22%2026-03-312026-05-04

IBD NORTHERN LTS FD TR IV10.5K shares9.59%2026-03-312026-05-04

PDEC INNOVATOR ETFS TRUST5.9K shares0.00%2026-03-312026-05-04

TIP ISHARES TR2.3K shares0.00%2026-03-312026-05-04

CBXJ CALAMOS ETF TR12.1K shares0.00%2026-03-312026-05-04

SCMB SCHWAB STRATEGIC TR9.7K shares0.00%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-05-04

THO THOR INDS INC3.1K shares0.00%2026-03-312026-05-04

Sponsored

IRM IRON MTN INC DEL2.4K sharesnew addition2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD3.6K shares0.00%2026-03-312026-05-04

ABT ABBOTT LABORATORIES2.4K shares0.00%2026-03-312026-05-04

BIBL NORTHERN LTS FD TR IV5.1K shares0.14%2026-03-312026-05-04

EXC EXELON CORP4.9K shares0.61%2026-03-312026-05-04

IXUS ISHARES TR2.8K shares0.00%2026-03-312026-05-04

MCK MCKESSON CORP277 shares0.00%2026-03-312026-05-04

BUFF INNOVATOR ETFS TRUST4.8K shares-0.84%2026-03-312026-05-04

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares-10.48%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-05-04

MPC MARATHON PETE CORP967 sharesnew addition2026-03-312026-05-04

ENB ENBRIDGE INC4.4K shares0.00%2026-03-312026-05-04

DOW DOW HLDGS INC5.7K sharesnew addition2026-03-312026-05-04

RIO RIO TINTO PLC2.5K sharesnew addition2026-03-312026-05-04

CRM SALESFORCE INC1.2K shares-0.95%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR1.7K shares0.00%2026-03-312026-05-04

Sponsored

GUNR FLEXSHARES TR4.1K sharesnew addition2026-03-312026-05-04

WELL WELLTOWER INC1.2K shares0.00%2026-03-312026-05-04

RMD RESMED INC1.0K shares0.00%2026-03-312026-05-04

GILD GILEAD SCIENCES INC1.6K sharesnew addition2026-03-312026-05-04

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.9K sharesnew addition2026-03-312026-05-04

JIG J P MORGAN EXCHANGE TRADED F2.9K shares-6.78%2026-03-312026-05-04

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-05-04

HBNC HORIZON BANCORP IND12.9K shares0.00%2026-03-312026-05-04

Sponsored

EJAN INNOVATOR ETFS TRUST6.2K shares0.00%2026-03-312026-05-04

UMAY INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-05-04

VOT VANGUARD INDEX FDS803 shares3.08%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE2.3K sharesnew addition2026-03-312026-05-04

IYH ISHARES TR3.3K shares0.00%2026-03-312026-05-04

SUB ISHARES TR1.9K sharesnew addition2026-03-312026-05-04

PTL NORTHERN LTS FD TR IV816 sharesnew addition2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR1.8K shares-5.34%2026-03-312026-05-04

Sponsored

CAG CONAGRA BRANDS INC11.7K shares0.00%2026-03-312026-05-04

RLMD RELMADA THERAPEUTICS INC10.0K shares0.00%2026-03-312026-05-04

IRD OPUS GENETICS INC15.0K shares0.00%2026-03-312026-05-04

EVF EATON VANCE SR INCOME TR12.0K shares0.00%2026-03-312026-05-04

NOTV INOTIV INC14.9K shares0.00%2026-03-312026-05-04

LLY

ELI LILLY & CO

-0.14%

Shares327.6K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

4.79%

Shares1.5M

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

1.72%

Shares703.8K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

4.71%

Shares774.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-1.10%

Shares76.9K

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

7.80%

Shares172.1K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

0.96%

Shares123.4K

Event2026-03-31

Filed2026-05-04

IMCG

ISHARES TR

3.65%

Shares165.1K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

1.42%

Shares19.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

0.22%

Shares33.7K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF

2.75%

Shares289.6K

Event2026-03-31

Filed2026-05-04

TOTL

SSGA ACTIVE ETF TR

11.12%

Shares253.5K

Event2026-03-31

Filed2026-05-04

PAPR

INNOVATOR ETFS TRUST

-0.42%

Shares235.9K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-0.68%

Shares31.5K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-0.99%

Shares18.5K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

5.78%

Shares11.9K

Event2026-03-31

Filed2026-05-04

IMCV

ISHARES TR

5.84%

Shares91.3K

Event2026-03-31

Filed2026-05-04

FYC

FIRST TR EXCHANGE-TRADED ALP

3.67%

Shares77.2K

Event2026-03-31

Filed2026-05-04

FLV

AMERICAN CENTY ETF TR

6.44%

Shares88.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.32%

Shares21.1K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

-2.70%

Shares75.5K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.16%

Shares17.3K

Event2026-03-31

Filed2026-05-04

ISCF

ISHARES TR

0.08%

Shares121.1K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-03-31

Filed2026-05-04

IMCB

ISHARES TR

11.00%

Shares59.6K

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

0.12%

Shares77.8K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

12.96%

Shares75.2K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares87.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

0.17%

Shares25.3K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-0.20%

Shares14.8K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

6.68%

Shares42.9K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-0.32%

Shares23.9K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

-4.91%

Shares6.8K

Event2026-03-31

Filed2026-05-04

PFFV

GLOBAL X FDS

-11.45%

Shares166.5K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-0.42%

Shares8.3K

Event2026-03-31

Filed2026-05-04

VTES

VANGUARD WELLINGTON FD

-78.88%

Shares34.8K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

1.45%

Shares17.9K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

6.72%

Shares5.5K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-0.74%

Shares13.2K

Event2026-03-31

Filed2026-05-04

VNLA

JANUS DETROIT STR TR

6.70%

Shares64.8K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-0.26%

Shares25.3K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

-0.76%

Shares9.2K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-0.50%

Shares11.9K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

1.52%

Shares14.1K

Event2026-03-31

Filed2026-05-04

IJUL

INNOVATOR ETFS TRUST

-0.83%

Shares81.6K

Event2026-03-31

Filed2026-05-04

QGRO

AMERICAN CENTY ETF TR

1.77%

Shares25.2K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

0.78%

Shares26.9K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.20%

Shares11.7K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-0.16%

Shares29.6K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

19.46%

Shares46.8K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

2.01%

Shares33.5K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

-0.33%

Shares15.3K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-0.18%

Shares7.1K

Event2026-03-31

Filed2026-05-04

GSPY

TIDAL TRUST I

-1.75%

Shares58.1K

Event2026-03-31

Filed2026-05-04

BUFB

INNOVATOR ETFS TRUST

10.70%

Shares56.6K

Event2026-03-31

Filed2026-05-04

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-04

ACWX

ISHARES TR

1.07%

Shares29.4K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.27%

Shares4.5K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-0.48%

Shares12.4K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

0.74%

Shares4.5K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

0.00%

Shares24.8K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

0.07%

Shares8.8K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-0.58%

Shares5.5K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

0.06%

Shares23.8K

Event2026-03-31

Filed2026-05-04

IBHF

ISHARES TR

0.31%

Shares77.2K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

-1.54%

Shares3.0K

Event2026-03-31

Filed2026-05-04

POCT

INNOVATOR ETFS TRUST

0.00%

Shares39.2K

Event2026-03-31

Filed2026-05-04

CALF

PACER FDS TR

-2.25%

Shares37.4K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-0.03%

Shares30.4K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

25.99%

Shares15.7K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-12.42%

Shares10.6K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

-1.40%

Shares10.2K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

-0.45%

Shares6.4K

Event2026-03-31

Filed2026-05-04

SPG

SIMON PPTY GROUP INC NEW

-1.99%

Shares7.7K

Event2026-03-31

Filed2026-05-04

TCHP

T ROWE PRICE ETF INC

0.92%

Shares32.5K

Event2026-03-31

Filed2026-05-04

UOCT

INNOVATOR ETFS TRUST

0.00%

Shares36.2K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-0.87%

Shares1.9K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-0.58%

Shares5.8K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

-0.76%

Shares14.0K

Event2026-03-31

Filed2026-05-04

HELO

J P MORGAN EXCHANGE TRADED F

12.40%

Shares21.1K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

-0.37%

Shares3.5K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-4.86%

Shares4.2K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

0.08%

Shares16.4K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

1.16%

Shares17.7K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

0.75%

Shares6.5K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-6.49%

Shares8.5K

Event2026-03-31

Filed2026-05-04

PJUL

INNOVATOR ETFS TRUST

-3.08%

Shares26.8K

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC

0.56%

Shares77.7K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

3.70%

Shares5.4K

Event2026-03-31

Filed2026-05-04

AVLV

AMERICAN CENTY ETF TR

New

Shares14.1K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-0.03%

Shares5.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.19%

Shares4.3K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-2.67%

Shares1.1K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

-2.31%

Shares23.4K

Event2026-03-31

Filed2026-05-04

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares23.8K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

0.15%

Shares3.3K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

0.69%

Shares1.5K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

-0.28%

Shares33.0K

Event2026-03-31

Filed2026-05-04

FNDX

SCHWAB STRATEGIC TR

182.31%

Shares36.0K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

6.44%

Shares5.2K

Event2026-03-31

Filed2026-05-04

PJAN

INNOVATOR ETFS TRUST

3.81%

Shares21.2K

Event2026-03-31

Filed2026-05-04

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares23.7K

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

9.56%

Shares16.2K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

0.03%

Shares5.8K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

0.02%

Shares4.7K

Event2026-03-31

Filed2026-05-04

VISA INC

0.06%

Shares3.1K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-0.41%

Shares33.4K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

-2.73%

Shares7.2K

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

0.12%

Shares35.9K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

0.04%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IWO

ISHARES TR

-1.87%

Shares2.7K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-17.89%

Shares9.2K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

0.06%

Shares6.9K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

-0.94%

Shares10.6K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-0.31%

Shares9.4K

Event2026-03-31

Filed2026-05-04

EXLS

EXLSERVICE HLDGS INC

28.21%

Shares26.6K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

0.42%

Shares16.3K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

FFBC

1ST FINL BANCORP

3.14%

Shares28.3K

Event2026-03-31

Filed2026-05-04

INVESCO EXCH TRADED FD TR II

0.04%

Shares10.7K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

8.67%

Shares4.1K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-0.66%

Shares3.2K

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

-2.61%

Shares2.6K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.32%

Shares2.2K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

-0.68%

Shares29.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-1.82%

Shares2.6K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

0.48%

Shares3.4K

Event2026-03-31

Filed2026-05-04

CSX

CSX CORP

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-0.05%

Shares11.3K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

-1.97%

Shares18.1K

Event2026-03-31

Filed2026-05-04

NVS

NOVARTIS AG

-0.28%

Shares4.7K

Event2026-03-31

Filed2026-05-04

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-04

MUNI

PIMCO ETF TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

-2.99%

Shares8.5K

Event2026-03-31

Filed2026-05-04

SMMU

PIMCO ETF TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-04

IBHG

ISHARES TR

New

Shares29.8K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

0.01%

Shares9.6K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

9.64%

Shares3.9K

Event2026-03-31

Filed2026-05-04

MPLX

MPLX LP

0.73%

Shares10.6K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

3.40%

Shares2.8K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

-1.10%

Shares4.6K

Event2026-03-31

Filed2026-05-04

IEI

ISHARES TR

-45.53%

Shares4.9K

Event2026-03-31

Filed2026-05-04

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

-8.86%

Shares2.8K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

BALL

BALL CORP

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

USEP

INNOVATOR ETFS TRUST

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-04

KROGER CO

0.08%

Shares7.7K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

AT&T INC

0.57%

Shares18.9K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

161.37%

Shares14.8K

Event2026-03-31

Filed2026-05-04

MEM

MATTHEWS ASIA FDS

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

-0.49%

Shares4.0K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

-3.17%

Shares3.2K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

18.70%

Shares4.2K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

IJT

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

-0.38%

Shares10.0K

Event2026-03-31

Filed2026-05-04

NJR

NEW JERSEY RES CORP

0.30%

Shares9.0K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-04

FIRSTENERGY CORP

7.08%

Shares9.0K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

0.11%

Shares908

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

0.53%

Shares3.1K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

-0.61%

Shares3.4K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

0.03%

Shares15.1K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

6.38%

Shares750

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

-4.83%

Shares4.7K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares687

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-04

GSK PLC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-04

DIHP

DIMENSIONAL ETF TRUST

40.45%

Shares12.9K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

9.87%

Shares5.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

PUSH

PGIM ETF TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-04

UJAN

INNOVATOR ETFS TRUST

9.83%

Shares9.5K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

0.16%

Shares4.4K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

7.87%

Shares1.4K

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

3.17%

Shares3.3K

Event2026-03-31

Filed2026-05-04

LITE

LUMENTUM HLDGS INC

0.00%

Shares547

Event2026-03-31

Filed2026-05-04

UJUL

INNOVATOR ETFS TRUST

-9.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

SHYM

BLACKROCK ETF TRUST II

3.14%

Shares17.2K

Event2026-03-31

Filed2026-05-04

PNW

PINNACLE WEST CAP CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

STLD

STEEL DYNAMICS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

GWW

WW GRAINGER INC

0.00%

Shares336

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

-0.75%

Shares2.0K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

8.93%

Shares427

Event2026-03-31

Filed2026-05-04

DEERE & CO

0.00%

Shares634

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

-2.50%

Shares7.1K

Event2026-03-31

Filed2026-05-04

CAH

CARDINAL HEALTH INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

0.46%

Shares4.6K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

0.17%

Shares5.8K

Event2026-03-31

Filed2026-05-04

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

-1.28%

Shares2.5K

Event2026-03-31

Filed2026-05-04

PMAR

INNOVATOR ETFS TRUST

-13.48%

Shares7.4K

Event2026-03-31

Filed2026-05-04

UNILEVER PLC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

0.00%

Shares917

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC

0.03%

Shares3.9K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

0.45%

Shares16.7K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

-2.41%

Shares4.6K

Event2026-03-31

Filed2026-05-04

TPIF

TIMOTHY PLAN

26.21%

Shares8.9K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

0.00%

Shares367

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

0.18%

Shares3.4K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-1.80%

Shares328

Event2026-03-31

Filed2026-05-04

RING

ISHARES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

WWJD

NORTHERN LTS FD TR IV

27.33%

Shares8.4K

Event2026-03-31

Filed2026-05-04

ALL

ALLSTATE CORP

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-04

ELCV

STRATEGY SHS

20.67%

Shares10.3K

Event2026-03-31

Filed2026-05-04

BOEING CO

-6.39%

Shares1.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

0.00%

Shares888

Event2026-03-31

Filed2026-05-04

MTRN

MATERION CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-6.19%

Shares1.0K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-04

QNITY ELECTRONICS INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-04

LDUR

PIMCO ETF TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

4.95%

Shares445

Event2026-03-31

Filed2026-05-04

BSTP

INNOVATOR ETFS TRUST

-12.96%

Shares7.4K

Event2026-03-31

Filed2026-05-04

VGK

VANGUARD INTL EQUITY INDEX F

10.71%

Shares3.2K

Event2026-03-31

Filed2026-05-04

FDN

FIRST TR EXCHANGE-TRADED FD

-76.92%

Shares1.1K

Event2026-03-31

Filed2026-05-04

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

0.02%

Shares4.5K

Event2026-03-31

Filed2026-05-04

NISOURCE INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

0.17%

Shares1.2K

Event2026-03-31

Filed2026-05-04

EVRG

EVERGY INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-16.22%

Shares3.7K

Event2026-03-31

Filed2026-05-04

IBD

NORTHERN LTS FD TR IV

9.59%

Shares10.5K

Event2026-03-31

Filed2026-05-04

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

CBXJ

CALAMOS ETF TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-04

SCMB

SCHWAB STRATEGIC TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

THO

THOR INDS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-04

IRM

IRON MTN INC DEL

New

Shares2.4K

Event2026-03-31

Filed2026-05-04

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-04

BIBL

NORTHERN LTS FD TR IV

0.14%

Shares5.1K

Event2026-03-31

Filed2026-05-04

EXC

EXELON CORP

0.61%

Shares4.9K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

0.00%

Shares277

Event2026-03-31

Filed2026-05-04

BUFF

INNOVATOR ETFS TRUST

-0.84%

Shares4.8K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

-10.48%

Shares1.2K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares1.2K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

New

Shares967

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

DOW

DOW HLDGS INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-04

RIO

RIO TINTO PLC

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

-0.95%

Shares1.2K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

GUNR

FLEXSHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

RMD

RESMED INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-04

DUPONT DE NEMOURS INC

New

Shares4.9K

Event2026-03-31

Filed2026-05-04

JIG

J P MORGAN EXCHANGE TRADED F

-6.78%

Shares2.9K

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

HBNC

HORIZON BANCORP IND

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-04

EJAN

INNOVATOR ETFS TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-04

UMAY

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

3.08%

Shares803

Event2026-03-31

Filed2026-05-04

TOTALENERGIES SE

New

Shares2.3K

Event2026-03-31

Filed2026-05-04

IYH

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-04

PTL

NORTHERN LTS FD TR IV

New

Shares816

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

-5.34%

Shares1.8K

Event2026-03-31

Filed2026-05-04

CAG

CONAGRA BRANDS INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-04

RLMD

RELMADA THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

IRD

OPUS GENETICS INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-04

EVF

EATON VANCE SR INCOME TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-04

NOTV

INOTIV INC

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

LLY Put PutELI LILLY & CO18.4K shares5.75%2026-03-312026-05-04

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.4K sharesnew addition2026-03-312026-05-04

PLTR Put PutPALANTIR TECHNOLOGIES INC2.3K sharesnew addition2026-03-312026-05-04

LLY Put

ELI LILLY & CO

5.75%

Shares18.4K

Event2026-03-31

Filed2026-05-04

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

PLTR Put

PALANTIR TECHNOLOGIES INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-04