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The Analysis of Bell Investment Advisors, Inc's Holdings & P&L

Currently, Bell Investment Advisors, Inc holds 1860 types of securities in its portfolio with a total value $639.2M. In the most recent quarter, they have increased their positions in FNDX (+165.1K shares, valued at $4.6M), AAPL (+12.5K shares, valued at $3.2M), PG (+15.7K shares, valued at $2.3M); decreased their positions in FNDA (-187.9K shares, valued at $6.1M), FNDF (-41.0K shares, valued at $2.0M), MTUM (-4.1K shares, valued at $984.7K); initiated new positions in SCHZ (+4.8K shares, valued at $110.3K), N/A (+200 shares, valued at $39.4K), VGIT (+547 shares, valued at $32.6K).

1M P&L

+15.4M+2.44%

3M P&L

+14.9M+2.37%

HY P&L

+49.8M+8.36%

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/A548.0M

90.7%

2Consumer Electronics9.5M

1.6%

3Semiconductors4.6M

0.8%

Top Industries by Stock Count

1N/A153 stocks

8.8%

2Software - Application80 stocks

4.6%

3Banks - Regional71 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GBIL GOLDMAN SACHS ETF TR643.9K shares1.73%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR2.2M shares8.20%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS1.1M shares1.27%2026-03-312026-04-17

TDTT FLEXSHARES TR2.0M shares2.35%2026-03-312026-04-17

TLT ISHARES TR426.2K shares-1.02%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR644.4K shares-5.98%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR901.4K shares1.55%2026-03-312026-04-17

MTUM ISHARES TR88.2K shares-4.45%2026-03-312026-04-17

Sponsored

VTV VANGUARD INDEX FDS99.3K shares-2.96%2026-03-312026-04-17

QUAL ISHARES TR81.1K shares-1.77%2026-03-312026-04-17

FNDA SCHWAB STRATEGIC TR447.4K shares-29.58%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR558.3K shares-2.27%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II157.1K shares-3.61%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR362.7K shares0.29%2026-03-312026-04-17

IEMG ISHARES INC146.3K shares-6.05%2026-03-312026-04-17

AAPL APPLE INC37.2K shares50.80%2026-03-312026-04-17

Sponsored

IQLT ISHARES TR203.8K shares-2.78%2026-03-312026-04-17

FNDE SCHWAB STRATEGIC TR212.0K shares-2.09%2026-03-312026-04-17

VGLT VANGUARD SCOTTSDALE FDS139.4K shares19.24%2026-03-312026-04-17

FNDC SCHWAB STRATEGIC TR163.5K shares-3.63%2026-03-312026-04-17

IJR ISHARES TR59.2K shares-3.43%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II202.9K shares4.64%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR239.4K shares-2.70%2026-03-312026-04-17

GSSC GOLDMAN SACHS ETF TR85.4K shares-4.51%2026-03-312026-04-17

Sponsored

AOR ISHARES TR82.4K shares-9.15%2026-03-312026-04-17

SCHC SCHWAB STRATEGIC TR98.5K shares-5.96%2026-03-312026-04-17

VTEC VANGUARD CALIF TAX FREE FDS46.2K shares2.37%2026-03-312026-04-17

ISCF ISHARES TR108.8K shares-2.47%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS19.0K shares-0.62%2026-03-312026-04-17

ALPHABET INC ALPHABET INC12.5K shares-8.16%2026-03-312026-04-17

USMV ISHARES TR38.6K shares-1.01%2026-03-312026-04-17

IVLU ISHARES TR89.5K shares-2.36%2026-03-312026-04-17

Sponsored

NVDA NVIDIA CORPORATION19.4K shares23.58%2026-03-312026-04-17

STIP ISHARES TR30.1K shares-8.87%2026-03-312026-04-17

ALPHABET INC ALPHABET INC9.7K shares-4.86%2026-03-312026-04-17

PG PROCTER & GAMBLE CO18.8K shares498.57%2026-03-312026-04-17

IBTQ ISHARES TR105.6K shares0.63%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS4.1K shares-0.20%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T49.6K shares2.81%2026-03-312026-04-17

ESGV VANGUARD WORLD FD19.5K shares8.62%2026-03-312026-04-17

Sponsored

MSFT MICROSOFT CORP5.5K shares26.28%2026-03-312026-04-17

CMF ISHARES TR33.8K shares12.92%2026-03-312026-04-17

VSGX VANGUARD WORLD FD26.2K shares7.94%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS23.9K shares-1.01%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F12.0K shares6.91%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR52.0K shares3.14%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T2.5K shares0.00%2026-03-312026-04-17

CVX CHEVRON CORPORATION7.9K shares6.88%2026-03-312026-04-17

Sponsored

EFAV ISHARES TR18.0K shares-0.40%2026-03-312026-04-17

VB VANGUARD INDEX FDS6.0K shares-5.05%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T33.7K shares-2.20%2026-03-312026-04-17

XOM EXXON MOBIL CORP8.2K shares73.48%2026-03-312026-04-17

RTX RTX CORPORATION7.1K shares0.04%2026-03-312026-04-17

ESML ISHARES TR25.8K shares-10.55%2026-03-312026-04-17

AMZN AMAZON COM INC5.7K shares31.17%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS18.2K shares-11.30%2026-03-312026-04-17

Sponsored

VV VANGUARD INDEX FDS3.9K shares-9.58%2026-03-312026-04-17

SPYX SPDR SERIES TRUST19.5K shares-1.11%2026-03-312026-04-17

ESGU ISHARES TR7.0K shares26.34%2026-03-312026-04-17

IMTM ISHARES TR20.0K shares-1.72%2026-03-312026-04-17

SPMB SPDR SERIES TRUST40.3K shares-6.01%2026-03-312026-04-17

TDTF FLEXSHARES TR36.2K shares-1.07%2026-03-312026-04-17

SHE SPDR SERIES TRUST6.7K shares4.34%2026-03-312026-04-17

SCHR SCHWAB STRATEGIC TR33.8K shares0.65%2026-03-312026-04-17

Sponsored

ESGD ISHARES TR8.7K shares-0.34%2026-03-312026-04-17

ABBV ABBVIE INC3.6K shares23.42%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-4.05%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO2.2K shares3.17%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.1K shares0.52%2026-03-312026-04-17

ESGE ISHARES INC14.3K shares7.95%2026-03-312026-04-17

KEYS KEYSIGHT TECHNOLOGIES INC2.1K shares-0.81%2026-03-312026-04-17

Sponsored

VLUE ISHARES TR3.7K shares0.43%2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST13.2K shares0.00%2026-03-312026-04-17

WTW WILLIS TOWERS WATSON PLC LTD1.8K shares0.00%2026-03-312026-04-17

MUB ISHARES TR4.8K shares161.25%2026-03-312026-04-17

META META PLATFORMS INC882 shares-12.93%2026-03-312026-04-17

MUNY VANGUARD NY TAX FREE FDS4.7K shares0.53%2026-03-312026-04-17

MMM 3M CO3.2K shares2.14%2026-03-312026-04-17

A AGILENT TECHNOLOGIES INC4.1K shares-0.82%2026-03-312026-04-17

Sponsored

VBR VANGUARD INDEX FDS2.2K shares-0.23%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION467 shares6.38%2026-03-312026-04-17

KO COCA COLA CO5.9K shares107.11%2026-03-312026-04-17

MBB ISHARES TR4.7K shares-6.38%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC3.7K shares51.05%2026-03-312026-04-17

CALI BLACKROCK ETF TRUST II8.7K shares0.36%2026-03-312026-04-17

HD HOME DEPOT INC1.3K shares153.10%2026-03-312026-04-17

TSLA TESLA INC1.1K shares4.05%2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS1.3K shares-0.38%2026-03-312026-04-17

SMH VANECK ETF TRUST1.0K shares-5.18%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS4.2K shares0.91%2026-03-312026-04-17

INTU INTUIT917 shares-4.68%2026-03-312026-04-17

LLY ELI LILLY & CO413 shares0.49%2026-03-312026-04-17

CARR CARRIER GLOBAL CORPORATION6.7K shares-0.88%2026-03-312026-04-17

GLDM WORLD GOLD TR4.0K shares0.00%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON1.5K shares2.03%2026-03-312026-04-17

Sponsored

V VISA INC1.1K shares0.71%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-17

IDEV ISHARES TR3.9K shares0.00%2026-03-312026-04-17

SLV ISHARES SILVER TR4.7K shares-0.26%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS6.1K shares1.35%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP2.6K shares-0.20%2026-03-312026-04-17

NFLX NETFLIX INC.3.1K shares15.14%2026-03-312026-04-17

CAT CATERPILLAR INC411 shares0.24%2026-03-312026-04-17

Sponsored

ITW ILLINOIS TOOL WKS INC1.1K shares4.22%2026-03-312026-04-17

GTLB GITLAB INC13.1K shares28328.26%2026-03-312026-04-17

ELV ELEVANCE HEALTH INC FORMERLY938 shares1.63%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F4.9K shares-32.45%2026-03-312026-04-17

SPMO INVESCO EXCH TRADED FD TR II2.3K shares0.30%2026-03-312026-04-17

OTIS OTIS WORLDWIDE CORP3.4K shares0.00%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR8.6K shares32.69%2026-03-312026-04-17

MA MASTERCARD INCORPORATED505 shares-0.79%2026-03-312026-04-17

Sponsored

ABT ABBOTT LABORATORIES2.2K shares-2.90%2026-03-312026-04-17

WFC WELLS FARGO & CO2.8K shares-1.99%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC257 shares-6.88%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE761 shares-0.39%2026-03-312026-04-17

VUG VANGUARD INDEX FDS488 shares0.00%2026-03-312026-04-17

TRGP TARGA RES CORP835 shares0.00%2026-03-312026-04-17

SYK STRYKER CORPORATION624 shares2.63%2026-03-312026-04-17

SPGI S&P GLOBAL INC477 shares-6.47%2026-03-312026-04-17

Sponsored

GWW WW GRAINGER INC182 shares0.00%2026-03-312026-04-17

AMAT APPLIED MATLS INC580 shares0.52%2026-03-312026-04-17

WMT WALMART INC1.6K shares23.23%2026-03-312026-04-17

GEV GE VERNOVA INC221 shares5.24%2026-03-312026-04-17

TSCO TRACTOR SUPPLY CO4.2K shares1.60%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC927 shares-1.28%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS749 shares39.48%2026-03-312026-04-17

EMR EMERSON ELEC CO1.4K shares-7.91%2026-03-312026-04-17

Sponsored

JCI JOHNSON CONTROLS INTERNATION1.4K shares-2.64%2026-03-312026-04-17

QCOM QUALCOMM INC1.4K shares-1.64%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC1.2K shares9.13%2026-03-312026-04-17

SBUX STARBUCKS CORP1.8K shares-0.32%2026-03-312026-04-17

EXPD EXPEDITORS INTL WASH INC1.2K shares-1.70%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC484 shares-0.21%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR5.6K shares7.40%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP1.7K shares-8.19%2026-03-312026-04-17

Sponsored

VZ VERIZON COMMUNICATIONS INC3.2K shares14.15%2026-03-312026-04-17

CSCO CISCO SYS INC2.0K shares-24.15%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC1.4K shares-0.29%2026-03-312026-04-17

EQIX EQUINIX INC155 shares24.00%2026-03-312026-04-17

OKE ONEOK INC NEW1.7K shares730.20%2026-03-312026-04-17

ADI ANALOG DEVICES INC475 shares0.64%2026-03-312026-04-17

CMI CUMMINS INC275 shares0.73%2026-03-312026-04-17

GLW CORNING INC1.0K shares0.50%2026-03-312026-04-17

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP637 shares1.43%2026-03-312026-04-17

PFE PFIZER INC4.8K shares19.38%2026-03-312026-04-17

TJX TJX COS INC NEW828 shares1.10%2026-03-312026-04-17

T AT&T INC4.5K shares-10.25%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO514 shares9.59%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC610 shares145.97%2026-03-312026-04-17

SMLF ISHARES TR1.7K shares-28.12%2026-03-312026-04-17

ITT INC ITT INC649 shares0.00%2026-03-312026-04-17

Sponsored

BLACKROCK INC BLACKROCK INC128 shares13.27%2026-03-312026-04-17

PEP PEPSICO INC789 shares48.59%2026-03-312026-04-17

INTC INTEL CORP2.8K shares8.40%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC360 shares23.29%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO401 shares-5.20%2026-03-312026-04-17

KLAC KLA CORP81 shares0.00%2026-03-312026-04-17

GLD SPDR GOLD TR265 shares0.00%2026-03-312026-04-17

MS MORGAN STANLEY690 shares0.88%2026-03-312026-04-17

Sponsored

APP APPLOVIN CORP281 shares4.07%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC697 shares0.14%2026-03-312026-04-17

SCHZ SCHWAB STRATEGIC TR4.8K sharesnew addition2026-03-312026-04-17

NEE NEXTERA ENERGY INC1.2K shares60.57%2026-03-312026-04-17

MCD MCDONALDS CORP346 shares2.67%2026-03-312026-04-17

CB CHUBB LTD SWITZ328 shares1.55%2026-03-312026-04-17

AMGN AMGEN INC301 shares-3.22%2026-03-312026-04-17

LINDE PLC LINDE PLC209 shares2.45%2026-03-312026-04-17

Sponsored

ASML ASML HLDG NV78 shares95.00%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND221 shares0.00%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC206 shares-15.23%2026-03-312026-04-17

VO VANGUARD INDEX FDS352 shares0.00%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC279 shares-5.74%2026-03-312026-04-17

SNDK SANDISK CORP157 shares3.97%2026-03-312026-04-17

ICE INTERCONTINENTAL EXCHANGE IN626 shares13.41%2026-03-312026-04-17

SYY SYSCO CORP1.3K shares-0.91%2026-03-312026-04-17

Sponsored

MO ALTRIA GROUP INC1.4K shares9.32%2026-03-312026-04-17

BAC BANK AMERICA CORP1.9K shares-21.90%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC254 shares14.93%2026-03-312026-04-17

IVV ISHARES TR138 shares-73.26%2026-03-312026-04-17

CRM SALESFORCE INC482 shares-6.23%2026-03-312026-04-17

ORCL ORACLE CORP603 shares-47.57%2026-03-312026-04-17

VXUS VANGUARD STAR FDS1.1K shares-55.82%2026-03-312026-04-17

BHP BHP BILLITON LIMITED1.2K shares-2.48%2026-03-312026-04-17

Sponsored

TT TRANE TECHNOLOGIES PLC203 shares12.15%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP139 shares13.01%2026-03-312026-04-17

GILD GILEAD SCIENCES INC595 shares0.51%2026-03-312026-04-17

GM GENERAL MTRS CO1.1K shares20.24%2026-03-312026-04-17

TMUS T-MOBILE US INC394 shares-10.05%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC178 shares-2.73%2026-03-312026-04-17

SNPS SYNOPSYS INC206 shares-4.63%2026-03-312026-04-17

IJH ISHARES TR1.2K shares-37.38%2026-03-312026-04-17

Sponsored

KR KROGER CO1.1K shares3.21%2026-03-312026-04-17

PPG PPG INDS INC735 shares2000.00%2026-03-312026-04-17

PLD PROLOGIS INC.581 shares-2.19%2026-03-312026-04-17

SPOT SPOTIFY TECHNOLOGY S A158 shares0.00%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP272 shares91.55%2026-03-312026-04-17

CDNS CADENCE DESIGN SYSTEM INC273 shares0.74%2026-03-312026-04-17

BKNG BOOKING HOLDINGS INC18 shares5.88%2026-03-312026-04-17

WELL WELLTOWER INC383 shares-0.78%2026-03-312026-04-17

Sponsored

NKE NIKE INC1.4K shares-36.45%2026-03-312026-04-17

AFL AFLAC INC672 shares8.74%2026-03-312026-04-17

DIS DISNEY WALT CO756 shares-33.97%2026-03-312026-04-17

PDN INVESCO EXCH TRADED FD TR II1.7K shares0.00%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC574 shares9.75%2026-03-312026-04-17

SPTL SPDR SERIES TRUST2.7K shares18.64%2026-03-312026-04-17

COP CONOCOPHILLIPS528 shares0.96%2026-03-312026-04-17

EMXC ISHARES INC884 shares-8.77%2026-03-312026-04-17

Sponsored

DE DEERE & CO122 shares-0.81%2026-03-312026-04-17

YUM YUM BRANDS INC440 shares2.56%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC234 shares-0.85%2026-03-312026-04-17

ESBA EMPIRE ST RLTY OP L P13.3K shares0.00%2026-03-312026-04-17

MCO MOODYS CORP153 shares15.91%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC246 shares14.42%2026-03-312026-04-17

CME CME GROUP INC225 shares1.81%2026-03-312026-04-17

DBX ETF TR DBX ETF TR2.2K shares-16.05%2026-03-312026-04-17

Sponsored

COWZ PACER FDS TR1.1K shares0.00%2026-03-312026-04-17

HIG HARTFORD INSURANCE GROUP INC488 shares6.09%2026-03-312026-04-17

HCA HCA HEALTHCARE INC139 shares3.73%2026-03-312026-04-17

L LOEWS CORP608 shares-1.14%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC390 shares1.56%2026-03-312026-04-17

HON HONEYWELL INTL INC281 shares0.36%2026-03-312026-04-17

COF CAPITAL ONE FINL CORP344 shares17.81%2026-03-312026-04-17

SUSA ISHARES TR471 shares-67.72%2026-03-312026-04-17

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC628 shares12.95%2026-03-312026-04-17

DGX QUEST DIAGNOSTICS INC315 shares0.96%2026-03-312026-04-17

VONV VANGUARD SCOTTSDALE FDS637 shares0.00%2026-03-312026-04-17

XEL XCEL ENERGY INC746 shares-17.66%2026-03-312026-04-17

WDC WESTERN DIGITAL CORP219 shares-1.35%2026-03-312026-04-17

FIX COMFORT SYS USA INC42 shares-2.33%2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC129 shares-2.27%2026-03-312026-04-17

HPE HEWLETT PACKARD ENTERPRISE C2.4K shares-9.37%2026-03-312026-04-17

Sponsored

COOPER COS INC COOPER COS INC780 shares-1.64%2026-03-312026-04-17

APH AMPHENOL CORP436 shares-27.81%2026-03-312026-04-17

PGR PROGRESSIVE CORP277 shares-0.36%2026-03-312026-04-17

CHT CHUNGHWA TELECOM CO LTD1.3K shares13.97%2026-03-312026-04-17

QQQX NUVEEN NASDAQ 100 DYNAMIC OV2.0K shares-8.61%2026-03-312026-04-17

ADBE ADOBE INC222 shares3.74%2026-03-312026-04-17

MCK MCKESSON CORP62 shares0.00%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC745 shares-9.81%2026-03-312026-04-17

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CIBR FIRST TR EXCHANGE-TRADED FD850 shares0.00%2026-03-312026-04-17

DELL DELL TECHNOLOGIES INC322 shares19.26%2026-03-312026-04-17

SOLV SOLVENTUM CORP799 shares-0.87%2026-03-312026-04-17

WSM WILLIAMS SONOMA INC285 shares8.78%2026-03-312026-04-17

MELI MERCADOLIBRE INC30 shares0.00%2026-03-312026-04-17

MPWR MONOLITHIC PWR SYS INC47 shares23.68%2026-03-312026-04-17

XYL XYLEM INC425 shares1.92%2026-03-312026-04-17

CLX CLOROX CO DEL488 shares-3.56%2026-03-312026-04-17

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POR PORTLAND GEN ELEC CO939 shares3.19%2026-03-312026-04-17

NOW SERVICENOW INC461 shares-5.92%2026-03-312026-04-17

MSI MOTOROLA SOLUTIONS INC111 shares38.75%2026-03-312026-04-17

LOW LOWES COS INC202 shares-24.34%2026-03-312026-04-17

ALL ALLSTATE CORP230 shares19.17%2026-03-312026-04-17

KB KB FINL GROUP INC477 shares29.27%2026-03-312026-04-17

ASX ASE TECHNOLOGY HLDG CO LTD2.2K shares12.80%2026-03-312026-04-17

CIEN CIENA CORP122 shares-9.63%2026-03-312026-04-17

Sponsored

IBN ICICI BANK LIMITED1.8K shares-13.47%2026-03-312026-04-17

BSX BOSTON SCIENTIFIC CORP746 shares12.18%2026-03-312026-04-17

EBAY EBAY INC.512 shares-1.73%2026-03-312026-04-17

CPA COPA HOLDINGS SA409 shares-7.88%2026-03-312026-04-17

IGM ISHARES TR389 shares0.00%2026-03-312026-04-17

SHG SHINHAN FINANCIAL GROUP CO L747 shares31.28%2026-03-312026-04-17

MNST MONSTER BEVERAGE CORP NEW631 shares-8.15%2026-03-312026-04-17

EA ELECTRONIC ARTS INC224 shares-2.61%2026-03-312026-04-17

Sponsored

GIS GENERAL MILLS INC1.2K shares196.10%2026-03-312026-04-17

NET CLOUDFLARE INC218 shares38.85%2026-03-312026-04-17

WF WOORI FINL GROUP INC675 shares34.19%2026-03-312026-04-17

MAR MARRIOTT INTL INC NEW137 shares0.00%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP130 shares19.27%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW238 shares-11.85%2026-03-312026-04-17

AIG AMERICAN INTL GROUP INC589 shares2.61%2026-03-312026-04-17

ACGL ARCH CAP GROUP LTD458 shares22.79%2026-03-312026-04-17

Sponsored

EMPIRE ST RLTY OP L P EMPIRE ST RLTY OP L P9.8K shares0.00%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR1.7K shares-26.82%2026-03-312026-04-17

NEM NEWMONT CORP397 shares41.79%2026-03-312026-04-17

ROST ROSS STORES INC198 shares0.00%2026-03-312026-04-17

FAST FASTENAL CO924 shares1.32%2026-03-312026-04-17

F FORD MTR CO3.7K shares-15.47%2026-03-312026-04-17

TXN TEXAS INSTRS INC218 shares7.39%2026-03-312026-04-17

HOOD ROBINHOOD MKTS INC605 shares1.34%2026-03-312026-04-17

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL107 shares1.90%2026-03-312026-04-17

CMCSA COMCAST CORP NEW1.4K shares-14.07%2026-03-312026-04-17

VGT VANGUARD WORLD FD59 shares0.00%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN201 shares-32.55%2026-03-312026-04-17

THE CIGNA GROUP THE CIGNA GROUP153 shares24.39%2026-03-312026-04-17

ROIV ROIVANT SCIENCES LTD1.5K shares1.73%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS275 shares-54.99%2026-03-312026-04-17

AMP AMERIPRISE FINL INC91 shares-1.09%2026-03-312026-04-17

Sponsored

NVS NOVARTIS AG263 shares23.47%2026-03-312026-04-17

CTVA CORTEVA INC479 shares143.15%2026-03-312026-04-17

IWF ISHARES TR94 shares0.00%2026-03-312026-04-17

EW EDWARDS LIFESCIENCES CORP499 shares-2.73%2026-03-312026-04-17

TER TERADYNE INC134 shares3.08%2026-03-312026-04-17

ASTRAZENECA PLC ASTRAZENECA PLC200 sharesnew addition2026-03-312026-04-17

PH PARKER-HANNIFIN CORP44 shares2.33%2026-03-312026-04-17

FDX FEDEX CORP110 shares0.00%2026-03-312026-04-17

Sponsored

PSX PHILLIPS 66215 shares-1.38%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC451 shares-13.44%2026-03-312026-04-17

O REALTY INCOME CORP637 shares-1.24%2026-03-312026-04-17

HLT HILTON WORLDWIDE HLDGS INC128 shares1.59%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND195 shares-19.75%2026-03-312026-04-17

CHRW C H ROBINSON WORLDWIDE IN231 shares-0.86%2026-03-312026-04-17

SKM SK TELECOM CO LTD1.3K shares14.67%2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC397 shares-4.57%2026-03-312026-04-17

Sponsored

EVR EVERCORE INC122 shares15.09%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC158 shares-0.63%2026-03-312026-04-17

DTM DT MIDSTREAM INC265 shares0.00%2026-03-312026-04-17

TTMI TTM TECHNOLOGIES INC363 shares0.00%2026-03-312026-04-17

LW LAMB WESTON HLDGS INC825 shares-1.32%2026-03-312026-04-17

VRSK VERISK ANALYTICS INC183 shares0.55%2026-03-312026-04-17

RCL ROYAL CARIBBEAN GROUP126 shares31.25%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II494 shares0.00%2026-03-312026-04-17

Sponsored

DASH DOORDASH INC230 shares-3.36%2026-03-312026-04-17

HDB HDFC BANK LTD1.4K shares260.94%2026-03-312026-04-17

IR INGERSOLL RAND INC428 shares-2.51%2026-03-312026-04-17

PWR QUANTA SVCS INC62 shares-1.59%2026-03-312026-04-17

REGN REGENERON PHARMACEUTICALS44 shares-2.22%2026-03-312026-04-17

CBRE CBRE GROUP INC250 shares-0.79%2026-03-312026-04-17

RSG REPUBLIC SVCS INC154 shares4.05%2026-03-312026-04-17

CAH CARDINAL HEALTH INC159 shares4.61%2026-03-312026-04-17

Sponsored

RF REGIONS FINANCIAL CORP NEW1.3K shares-2.13%2026-03-312026-04-17

DHR DANAHER CORP DEL177 shares-23.04%2026-03-312026-04-17

HSBC HSBC HLDGS PLC405 shares5.74%2026-03-312026-04-17

UAL UNITED AIRLS HLDGS INC361 shares-15.26%2026-03-312026-04-17

TOTALENERGIES SE TOTALENERGIES SE365 shares27.62%2026-03-312026-04-17

IDXX IDEXX LABS INC59 shares5.36%2026-03-312026-04-17

CENCORA INC CENCORA INC105 shares-18.60%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO542 shares17.32%2026-03-312026-04-17

Sponsored

VGIT VANGUARD SCOTTSDALE FDS547 sharesnew addition2026-03-312026-04-17

RMD RESMED INC145 shares-5.23%2026-03-312026-04-17

CL COLGATE PALMOLIVE CO380 shares15.85%2026-03-312026-04-17

AXON AXON ENTERPRISE INC76 shares2.70%2026-03-312026-04-17

NTB BANK OF N T BUTTERFIELD & SO615 shares0.00%2026-03-312026-04-17

SGOV ISHARES TR320 shares0.63%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC82 shares54.72%2026-03-312026-04-17

CRH PLC CRH PLC304 shares51.24%2026-03-312026-04-17

Sponsored

JHG JANUS HENDERSON GROUP PLC617 shares1.82%2026-03-312026-04-17

PSMT PRICESMART INC210 shares1.45%2026-03-312026-04-17

VGK VANGUARD INTL EQUITY INDEX F383 sharesnew addition2026-03-312026-04-17

PFG PRINCIPAL FINANCIAL GROUP IN348 shares1.46%2026-03-312026-04-17

VLO VALERO ENERGY CORP126 shares0.00%2026-03-312026-04-17

TTWO TAKE-TWO INTERACTIVE SOFTWAR157 shares3.29%2026-03-312026-04-17

DLR DIGITAL RLTY TR INC171 shares56.88%2026-03-312026-04-17

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC315 shares12.50%2026-03-312026-04-17

Sponsored

SHOP SHOPIFY INC256 shares6.22%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC516 shares0.00%2026-03-312026-04-17

TM TOYOTA MOTOR CORP147 shares-27.94%2026-03-312026-04-17

EIX EDISON INTL413 shares23.65%2026-03-312026-04-17

EMCS DBX ETF TR806 shares0.00%2026-03-312026-04-17

CVS CVS HEALTH CORP414 shares37.09%2026-03-312026-04-17

CM CANADIAN IMPERIAL BANK OF CO311 shares7.61%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC256 shares-23.81%2026-03-312026-04-17

Sponsored

AEP AMERICAN ELEC PWR CO INC224 shares5.66%2026-03-312026-04-17

CASY CASEYS GEN STORES INC40 shares2.56%2026-03-312026-04-17

MTSI MACOM TECH SOLUTIONS HLDGS I128 shares0.00%2026-03-312026-04-17

DEO DIAGEO PLC379 shares19.56%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW215 shares-16.67%2026-03-312026-04-17

ALB ALBEMARLE CORP156 shares0.00%2026-03-312026-04-17

ULTA ULTA BEAUTY INC53 shares10.42%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T368 sharesnew addition2026-03-312026-04-17

Sponsored

VSCO VICTORIAS SECRET AND CO595 shares-1.49%2026-03-312026-04-17

SONY SONY GROUP CORP1.3K shares48.16%2026-03-312026-04-17

IWD ISHARES TR129 shares0.00%2026-03-312026-04-17

EQT CORP EQT CORP433 shares0.00%2026-03-312026-04-17

CMG CHIPOTLE MEXICAN GRILL INC858 shares-2.50%2026-03-312026-04-17

IT GARTNER INC172 shares75.51%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC78 shares1.30%2026-03-312026-04-17

ETR ENTERGY CORP NEW238 shares20.20%2026-03-312026-04-17

Sponsored

SFM SPROUTS FMRS MKT INC346 shares-18.59%2026-03-312026-04-17

WM WASTE MGMT INC DEL116 shares-1.69%2026-03-312026-04-17

DHI D R HORTON INC194 shares-23.92%2026-03-312026-04-17

ADSK AUTODESK INC111 shares-20.14%2026-03-312026-04-17

CAG CONAGRA BRANDS INC1.7K shares156.86%2026-03-312026-04-17

EXC EXELON CORP540 shares113.44%2026-03-312026-04-17

IUSV ISHARES TR258 shares0.00%2026-03-312026-04-17

WCN WASTE CONNECTIONS INC162 shares9.46%2026-03-312026-04-17

Sponsored

COHERENT CORP COHERENT CORP110 shares2.80%2026-03-312026-04-17

PCAR PACCAR INC226 shares-2.16%2026-03-312026-04-17

GLNG GOLAR LNG LTD481 shares0.00%2026-03-312026-04-17

IYW ISHARES TR143 shares0.00%2026-03-312026-04-17

MMC MARSH & MCLENNAN COS INC149 shares-3.25%2026-03-312026-04-17

AON PLC AON PLC79 shares-10.23%2026-03-312026-04-17

WAB WABTEC102 shares36.00%2026-03-312026-04-17

UNP UNION PAC CORP105 shares52.17%2026-03-312026-04-17

Sponsored

SRE SEMPRA262 shares79.45%2026-03-312026-04-17

MUFG MITSUBISHI UFJ FINANCIAL GRO1.5K shares27.71%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP37 shares27.59%2026-03-312026-04-17

MPC MARATHON PETE CORP103 shares-27.97%2026-03-312026-04-17

GRMN GARMIN LTD108 shares28.57%2026-03-312026-04-17

SWX SOUTHWEST GAS HLDGS INC287 shares19.58%2026-03-312026-04-17

RY ROYAL BK CDA154 shares0.65%2026-03-312026-04-17

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL293 shares-2.66%2026-03-312026-04-17

Sponsored

SOCL GLOBAL X FDS575 shares0.00%2026-03-312026-04-17

MKSI MKS INC.108 shares1.89%2026-03-312026-04-17

RIO RIO TINTO PLC266 shares12.24%2026-03-312026-04-17

URI UNITED RENTALS INC34 shares-22.73%2026-03-312026-04-17

SCCO SOUTHERN COPPER CORP143 shares0.00%2026-03-312026-04-17

EXPO EXPONENT INC377 shares423.61%2026-03-312026-04-17

HOLX HOLOGIC INC325 shares6.56%2026-03-312026-04-17

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD2.0K shares-1.96%2026-03-312026-04-17

Sponsored

MTZ MASTEC INC76 shares0.00%2026-03-312026-04-17

JBL JABIL INC92 shares22.67%2026-03-312026-04-17

SO SOUTHERN CO253 shares-3.80%2026-03-312026-04-17

UTHR UNITED THERAPEUTICS CORP DEL41 shares-4.65%2026-03-312026-04-17

JXN JACKSON FINANCIAL INC229 shares1.78%2026-03-312026-04-17

RDY DR REDDYS LABS LTD1.7K shares-6.46%2026-03-312026-04-17

NVT NVENT ELEC PLC201 shares-3.37%2026-03-312026-04-17

BKR BAKER HUGHES COMPANY389 shares3.18%2026-03-312026-04-17

Sponsored

RBLX ROBLOX CORP419 shares-5.84%2026-03-312026-04-17

ECL ECOLAB INC89 shares-27.64%2026-03-312026-04-17

MAS MASCO CORP391 shares0.00%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR145 shares0.00%2026-03-312026-04-17

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC653 shares-53.32%2026-03-312026-04-17

LNG CHENIERE ENERGY INC82 shares0.00%2026-03-312026-04-17

FFIV F5 INC80 shares-2.44%2026-03-312026-04-17

INFY INFOSYS LTD1.7K shares-12.63%2026-03-312026-04-17

Sponsored

DAL DELTA AIR LINES INC346 shares51.09%2026-03-312026-04-17

BUD ANHEUSER BUSCH INBEV SA NV331 shares0.00%2026-03-312026-04-17

PAYX PAYCHEX INC249 shares57.59%2026-03-312026-04-17

PDFS PDF SOLUTIONS INC699 shares0.00%2026-03-312026-04-17

TD TORONTO DOMINION BK ONT245 shares4.70%2026-03-312026-04-17

BIIB BIOGEN INC124 shares0.00%2026-03-312026-04-17

TW TRADEWEB MKTS INC193 shares54.40%2026-03-312026-04-17

BA BOEING CO114 shares0.00%2026-03-312026-04-17

Sponsored

YUMC YUM CHINA HLDGS INC464 shares5.69%2026-03-312026-04-17

FOXA FOX CORP387 shares-11.85%2026-03-312026-04-17

VPL VANGUARD INTL EQUITY INDEX F229 sharesnew addition2026-03-312026-04-17

ODFL OLD DOMINION FREIGHT LINE IN114 shares0.00%2026-03-312026-04-17

FTNT FORTINET INC269 shares5.91%2026-03-312026-04-17

RGLD ROYAL GOLD INC86 shares0.00%2026-03-312026-04-17

PHM PULTE GROUP INC186 shares0.00%2026-03-312026-04-17

TPR TAPESTRY INC155 shares24.00%2026-03-312026-04-17

Sponsored

MET METLIFE INC309 shares-6.93%2026-03-312026-04-17

USB US BANCORP416 shares0.00%2026-03-312026-04-17

WIT WIPRO LTD10.2K shares-4.95%2026-03-312026-04-17

WBD WARNER BROS DISCOVERY INC784 shares-7.66%2026-03-312026-04-17

MTD METTLER TOLEDO INTERNATIONAL17 shares30.77%2026-03-312026-04-17

WCC WESCO INTL INC78 shares2.63%2026-03-312026-04-17

SAP SAP SE124 shares-12.68%2026-03-312026-04-17

WPM WHEATON PRECIOUS METALS CORP162 shares-28.63%2026-03-312026-04-17

Sponsored

ED CONSOLIDATED EDISON INC186 shares3.33%2026-03-312026-04-17

STT STATE STR CORP165 shares0.00%2026-03-312026-04-17

RJF RAYMOND JAMES FINL INC144 shares0.00%2026-03-312026-04-17

OGE OGE ENERGY CORP434 shares0.00%2026-03-312026-04-17

NUE NUCOR CORP123 shares0.00%2026-03-312026-04-17

FANG DIAMONDBACK ENERGY INC105 shares0.00%2026-03-312026-04-17

SM SM ENERGY COMPANY652 shares331.79%2026-03-312026-04-17

FICO FAIR ISAAC CORP19 shares-5.00%2026-03-312026-04-17

Sponsored

BWXT BWX TECHNOLOGIES INC99 shares0.00%2026-03-312026-04-17

INTF ISHARES TR517 sharesnew addition2026-03-312026-04-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC96 shares-4.95%2026-03-312026-04-17

IRM IRON MTN INC DEL195 shares54.76%2026-03-312026-04-17

CTRE CARETRUST REIT INC530 shares-24.93%2026-03-312026-04-17

TWLO TWILIO INC154 shares1.99%2026-03-312026-04-17

AMG AFFILIATED MANAGERS GROUP70 shares2.94%2026-03-312026-04-17

NVMI NOVA LTD44 shares-15.38%2026-03-312026-04-17

Sponsored

PTC PTC INC133 shares-7.64%2026-03-312026-04-17

INGR INGREDION INC168 shares-6.15%2026-03-312026-04-17

WMB WILLIAMS COS INC260 shares29.35%2026-03-312026-04-17

BCS BARCLAYS PLC892 shares-13.06%2026-03-312026-04-17

MFG MIZUHO FINANCIAL GROUP INC2.4K shares9.86%2026-03-312026-04-17

BLDR BUILDERS FIRSTSOURCE INC228 shares-3.80%2026-03-312026-04-17

TDG TRANSDIGM GROUP INC16 shares0.00%2026-03-312026-04-17

AEIS ADVANCED ENERGY INDS57 shares7.55%2026-03-312026-04-17

Sponsored

SHW SHERWIN WILLIAMS CO57 shares-32.94%2026-03-312026-04-17

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC212 sharesnew addition2026-03-312026-04-17

GSK PLC GSK PLC329 shares122.30%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP63 shares3.28%2026-03-312026-04-17

USFD US FOODS HLDG CORP196 shares-4.85%2026-03-312026-04-17

LEA LEAR CORP149 shares2.76%2026-03-312026-04-17

VRSN VERISIGN INC72 shares14.29%2026-03-312026-04-17

HSY HERSHEY CO86 shares0.00%2026-03-312026-04-17

Sponsored

PKX POSCO HOLDINGS INC304 shares23.08%2026-03-312026-04-17

FHN FIRST HORIZON CORPORATION780 shares0.00%2026-03-312026-04-17

JD JD.COM INC598 shares37.16%2026-03-312026-04-17

ROL ROLLINS INC331 shares-18.07%2026-03-312026-04-17

SNY SANOFI SA366 shares65.61%2026-03-312026-04-17

RS RELIANCE INC58 shares0.00%2026-03-312026-04-17

WTM WHITE MTNS INS GROUP LTD8 shares0.00%2026-03-312026-04-17

ALNY ALNYLAM PHARMACEUTICALS INC53 shares47.22%2026-03-312026-04-17

Sponsored

KT KT CORP817 sharesnew addition2026-03-312026-04-17

KTOS KRATOS DEFENSE & SEC SOLUTIO248 shares-13.89%2026-03-312026-04-17

CBOE CBOE GLOBAL MKTS INC62 shares1.64%2026-03-312026-04-17

EOG EOG RES INC120 shares0.00%2026-03-312026-04-17

HAS HASBRO INC185 shares0.00%2026-03-312026-04-17

CPRT COPART INC521 shares-9.23%2026-03-312026-04-17

TRMB TRIMBLE INC265 shares3.11%2026-03-312026-04-17

ING ING GROEP N.V.656 shares0.00%2026-03-312026-04-17

Sponsored

RB GLOBAL INC RB GLOBAL INC178 shares-16.04%2026-03-312026-04-17

APPF APPFOLIO INC108 shares71.43%2026-03-312026-04-17

COIN COINBASE GLOBAL INC97 shares3.19%2026-03-312026-04-17

AMT AMERICAN TOWER CORP98 shares-41.67%2026-03-312026-04-17

LITE LUMENTUM HLDGS INC24 shares-4.00%2026-03-312026-04-17

WDS WOODSIDE ENERGY GROUP LTD705 shares17.11%2026-03-312026-04-17

AN AUTONATION INC86 shares0.00%2026-03-312026-04-17

ARW ARROW ELECTRS INC117 shares0.00%2026-03-312026-04-17

Sponsored

DFIS DIMENSIONAL ETF TRUST498 sharesnew addition2026-03-312026-04-17

TAK TAKEDA PHARMACEUTICAL CO LTD905 shares144.59%2026-03-312026-04-17

TGT TARGET CORP138 shares43.75%2026-03-312026-04-17

AIT APPLIED INDL TECHNOLOGIES IN63 shares0.00%2026-03-312026-04-17

GBIL

GOLDMAN SACHS ETF TR

1.73%

Shares643.9K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB STRATEGIC TR

8.20%

Shares2.2M

Event2026-03-31

Filed2026-04-17

VMBS

VANGUARD SCOTTSDALE FDS

1.27%

Shares1.1M

Event2026-03-31

Filed2026-04-17

TDTT

FLEXSHARES TR

2.35%

Shares2.0M

Event2026-03-31

Filed2026-04-17

TLT

ISHARES TR

-1.02%

Shares426.2K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

-5.98%

Shares644.4K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

1.55%

Shares901.4K

Event2026-03-31

Filed2026-04-17

MTUM

ISHARES TR

-4.45%

Shares88.2K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

-2.96%

Shares99.3K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-1.77%

Shares81.1K

Event2026-03-31

Filed2026-04-17

FNDA

SCHWAB STRATEGIC TR

-29.58%

Shares447.4K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

-2.27%

Shares558.3K

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

-3.61%

Shares157.1K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

0.29%

Shares362.7K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

-6.05%

Shares146.3K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

50.80%

Shares37.2K

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES TR

-2.78%

Shares203.8K

Event2026-03-31

Filed2026-04-17

FNDE

SCHWAB STRATEGIC TR

-2.09%

Shares212.0K

Event2026-03-31

Filed2026-04-17

VGLT

VANGUARD SCOTTSDALE FDS

19.24%

Shares139.4K

Event2026-03-31

Filed2026-04-17

FNDC

SCHWAB STRATEGIC TR

-3.63%

Shares163.5K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-3.43%

Shares59.2K

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

4.64%

Shares202.9K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

-2.70%

Shares239.4K

Event2026-03-31

Filed2026-04-17

GSSC

GOLDMAN SACHS ETF TR

-4.51%

Shares85.4K

Event2026-03-31

Filed2026-04-17

AOR

ISHARES TR

-9.15%

Shares82.4K

Event2026-03-31

Filed2026-04-17

SCHC

SCHWAB STRATEGIC TR

-5.96%

Shares98.5K

Event2026-03-31

Filed2026-04-17

VTEC

VANGUARD CALIF TAX FREE FDS

2.37%

Shares46.2K

Event2026-03-31

Filed2026-04-17

ISCF

ISHARES TR

-2.47%

Shares108.8K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-0.62%

Shares19.0K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-8.16%

Shares12.5K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-1.01%

Shares38.6K

Event2026-03-31

Filed2026-04-17

IVLU

ISHARES TR

-2.36%

Shares89.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

23.58%

Shares19.4K

Event2026-03-31

Filed2026-04-17

STIP

ISHARES TR

-8.87%

Shares30.1K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-4.86%

Shares9.7K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

498.57%

Shares18.8K

Event2026-03-31

Filed2026-04-17

IBTQ

ISHARES TR

0.63%

Shares105.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-0.20%

Shares4.1K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

2.81%

Shares49.6K

Event2026-03-31

Filed2026-04-17

ESGV

VANGUARD WORLD FD

8.62%

Shares19.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

26.28%

Shares5.5K

Event2026-03-31

Filed2026-04-17

CMF

ISHARES TR

12.92%

Shares33.8K

Event2026-03-31

Filed2026-04-17

VSGX

VANGUARD WORLD FD

7.94%

Shares26.2K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

-1.01%

Shares23.9K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

6.91%

Shares12.0K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

3.14%

Shares52.0K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

6.88%

Shares7.9K

Event2026-03-31

Filed2026-04-17

EFAV

ISHARES TR

-0.40%

Shares18.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-5.05%

Shares6.0K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

-2.20%

Shares33.7K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

73.48%

Shares8.2K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

0.04%

Shares7.1K

Event2026-03-31

Filed2026-04-17

ESML

ISHARES TR

-10.55%

Shares25.8K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

31.17%

Shares5.7K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-11.30%

Shares18.2K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-9.58%

Shares3.9K

Event2026-03-31

Filed2026-04-17

SPYX

SPDR SERIES TRUST

-1.11%

Shares19.5K

Event2026-03-31

Filed2026-04-17

ESGU

ISHARES TR

26.34%

Shares7.0K

Event2026-03-31

Filed2026-04-17

IMTM

ISHARES TR

-1.72%

Shares20.0K

Event2026-03-31

Filed2026-04-17

SPMB

SPDR SERIES TRUST

-6.01%

Shares40.3K

Event2026-03-31

Filed2026-04-17

TDTF

FLEXSHARES TR

-1.07%

Shares36.2K

Event2026-03-31

Filed2026-04-17

SHE

SPDR SERIES TRUST

4.34%

Shares6.7K

Event2026-03-31

Filed2026-04-17

SCHR

SCHWAB STRATEGIC TR

0.65%

Shares33.8K

Event2026-03-31

Filed2026-04-17

ESGD

ISHARES TR

-0.34%

Shares8.7K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

23.42%

Shares3.6K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-4.05%

Shares1.2K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

3.17%

Shares2.2K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

0.52%

Shares2.1K

Event2026-03-31

Filed2026-04-17

ESGE

ISHARES INC

7.95%

Shares14.3K

Event2026-03-31

Filed2026-04-17

KEYS

KEYSIGHT TECHNOLOGIES INC

-0.81%

Shares2.1K

Event2026-03-31

Filed2026-04-17

VLUE

ISHARES TR

0.43%

Shares3.7K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-17

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

161.25%

Shares4.8K

Event2026-03-31

Filed2026-04-17