Sponsored

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

Currently, BIP Wealth, LLC holds 453 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in YMAR (+298.6K shares, valued at $8.2M), MMAX (+194.6K shares, valued at $5.2M), SCHG (+167.0K shares, valued at $4.9M); decreased their positions in N/A (-142.0K shares, valued at $84.8M), VEA (-493.7K shares, valued at $31.6M), VXF (-100.7K shares, valued at $20.7M); initiated new positions in YMAR (+298.6K shares, valued at $8.2M), N/A (+175.7K shares, valued at $3.6M), DFAC (+65.3K shares, valued at $2.5M).

1M P&L

+77.8M+3.18%

3M P&L

-19.0M-0.75%

HY P&L

+90.9M+3.74%

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/A2.1B

90.6%

2Consumer Electronics24.0M

1.0%

3Software - Infrastructure17.8M

0.8%

Top Industries by Stock Count

1N/A256 stocks

61.0%

2Drug Manufacturers - General8 stocks

1.9%

3Software - Infrastructure7 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T491.1K shares-5.38%2026-03-312026-04-27

USFR WISDOMTREE TR5.1M shares-3.89%2026-03-312026-04-27

VTI VANGUARD INDEX FDS334.4K shares-2.81%2026-03-312026-04-27

VTV VANGUARD INDEX FDS461.9K shares-5.79%2026-03-312026-04-27

TFLO ISHARES TR1.3M shares-12.99%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS109.7K shares-56.41%2026-03-312026-04-27

EFA ISHARES TR605.9K shares-5.72%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR1.9M shares9.39%2026-03-312026-04-27

Sponsored

VT VANGUARD INTL EQUITY INDEX F379.0K shares-6.28%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F596.2K shares-7.05%2026-03-312026-04-27

SPSB SPDR SERIES TRUST1.5M shares1.90%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE659.2K shares4.76%2026-03-312026-04-27

CGUS CAPITAL GROUP CORE EQUITY ET690.4K shares4.64%2026-03-312026-04-27

MAXJ ISHARES TR900.6K shares-1.79%2026-03-312026-04-27

SPYV SPDR SERIES TRUST431.8K shares-11.34%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS294.0K shares-18.51%2026-03-312026-04-27

Sponsored

AAPL APPLE INC94.6K shares-11.74%2026-03-312026-04-27

CGGO CAPITAL GROUP GBL GROWTH EQT716.0K shares4.87%2026-03-312026-04-27

ULST SSGA ACTIVE ETF TR588.2K shares3.74%2026-03-312026-04-27

SPYG SPDR SERIES TRUST241.5K shares7.80%2026-03-312026-04-27

IWM ISHARES TR85.3K shares-8.47%2026-03-312026-04-27

DLS WISDOMTREE TR259.5K shares-4.20%2026-03-312026-04-27

VUG VANGUARD INDEX FDS46.3K shares4.71%2026-03-312026-04-27

DMAX ISHARES TR760.9K shares-8.99%2026-03-312026-04-27

Sponsored

DOL WISDOMTREE TR292.9K shares-5.82%2026-03-312026-04-27

SPTM SPDR SERIES TRUST247.4K shares-8.56%2026-03-312026-04-27

VXUS VANGUARD STAR FDS246.6K shares4.08%2026-03-312026-04-27

QUS SPDR SERIES TRUST106.1K shares-2.22%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS84.5K shares-7.50%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP506.7K shares3.13%2026-03-312026-04-27

CGCB CAPITAL GRP FIXED INCM ETF T643.5K shares26.50%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F310.4K shares-38.10%2026-03-312026-04-27

Sponsored

IVV ISHARES TR25.6K shares-0.72%2026-03-312026-04-27

EEM ISHARES TR289.4K shares-5.99%2026-03-312026-04-27

PYLD PIMCO ETF TR620.0K shares31.57%2026-03-312026-04-27

ACWI ISHARES TR116.2K shares-1.72%2026-03-312026-04-27

STIP ISHARES TR154.6K shares5.42%2026-03-312026-04-27

FEX FIRST TR EXCHANGE-TRADED ALP127.1K shares-4.27%2026-03-312026-04-27

STRL STERLING INFRASTRUCTURE INC34.5K shares-11.49%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST282.4K shares-1.25%2026-03-312026-04-27

Sponsored

QQEW FIRST TR EXCHANGE-TRADED FD107.2K shares-8.15%2026-03-312026-04-27

IBTG ISHARES TR530.0K shares14.75%2026-03-312026-04-27

REET ISHARES TR469.2K shares-3.01%2026-03-312026-04-27

EFV ISHARES TR151.6K shares-4.35%2026-03-312026-04-27

MSFT MICROSOFT CORP29.4K shares-14.90%2026-03-312026-04-27

SLYV SPDR SERIES TRUST115.1K shares-8.94%2026-03-312026-04-27

IAGG ISHARES TR211.6K shares1.27%2026-03-312026-04-27

NVDA NVIDIA CORPORATION60.0K shares-16.85%2026-03-312026-04-27

Sponsored

SUB ISHARES TR95.7K shares-46.25%2026-03-312026-04-27

VV VANGUARD INDEX FDS34.0K shares-4.00%2026-03-312026-04-27

EMXC ISHARES INC127.4K shares7.03%2026-03-312026-04-27

CGIC CAPITAL GROUP INTERNATIONAL297.6K shares-1.08%2026-03-312026-04-27

DNL WISDOMTREE TR242.4K shares-4.72%2026-03-312026-04-27

AVGE AMERICAN CENTY ETF TR108.4K shares4.48%2026-03-312026-04-27

MUB ISHARES TR89.5K shares-0.04%2026-03-312026-04-27

JAAA JANUS DETROIT STR TR186.7K shares-20.91%2026-03-312026-04-27

Sponsored

SPYM SPDR SERIES TRUST122.3K shares-6.18%2026-03-312026-04-27

DGS WISDOMTREE TR154.4K shares-11.31%2026-03-312026-04-27

IBTH ISHARES TR408.3K shares30.14%2026-03-312026-04-27

IBHF ISHARES TR398.9K shares7.96%2026-03-312026-04-27

SLYG SPDR SERIES TRUST94.2K shares-1.44%2026-03-312026-04-27

AMZN AMAZON COM INC42.5K shares-9.89%2026-03-312026-04-27

ITOT ISHARES TR57.7K shares7.72%2026-03-312026-04-27

YMAR FIRST TR EXCHNG TRADED FD VI298.6K sharesnew addition2026-03-312026-04-27

Sponsored

MMAX ISHARES TR298.2K shares188.03%2026-03-312026-04-27

DES WISDOMTREE TR213.8K shares-5.95%2026-03-312026-04-27

VB VANGUARD INDEX FDS28.4K shares-4.53%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.5K shares-8.39%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS147.9K shares-15.90%2026-03-312026-04-27

HD HOME DEPOT INC19.4K shares-9.37%2026-03-312026-04-27

VBR VANGUARD INDEX FDS26.3K shares-11.64%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS38.5K shares-15.50%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC19.4K shares-14.48%2026-03-312026-04-27

EWX SPDR INDEX SHS FDS83.8K shares-12.32%2026-03-312026-04-27

DCOR DIMENSIONAL ETF TRUST76.7K shares25.97%2026-03-312026-04-27

KO COCA COLA CO72.6K shares-2.41%2026-03-312026-04-27

DFLV DIMENSIONAL ETF TRUST153.7K shares18.54%2026-03-312026-04-27

XOM EXXON MOBIL CORP31.8K shares-17.07%2026-03-312026-04-27

DFAW DIMENSIONAL ETF TRUST72.4K shares112.18%2026-03-312026-04-27

IJAN INNOVATOR ETFS TRUST143.1K shares41.09%2026-03-312026-04-27

Sponsored

IBTI ISHARES TR230.0K shares-3.43%2026-03-312026-04-27

SPYD SPDR SERIES TRUST111.0K shares-3.64%2026-03-312026-04-27

WMT WALMART INC38.2K shares-3.46%2026-03-312026-04-27

DISV DIMENSIONAL ETF TRUST115.2K shares13.81%2026-03-312026-04-27

DFSV DIMENSIONAL ETF TRUST127.3K shares29.52%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS55.3K shares11.81%2026-03-312026-04-27

AFL AFLAC INC38.9K shares-30.21%2026-03-312026-04-27

GWX SPDR INDEX SHS FDS99.6K shares-14.20%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC7.1K shares-12.94%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO12.9K shares-16.11%2026-03-312026-04-27

NLR VANECK ETF TRUST28.3K shares13.53%2026-03-312026-04-27

GRID FIRST TR EXCHANGE-TRADED FD22.9K shares7.30%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR6.5K shares20.90%2026-03-312026-04-27

DFAE DIMENSIONAL ETF TRUST109.2K shares7.67%2026-03-312026-04-27

IBTJ ISHARES TR165.3K shares-10.42%2026-03-312026-04-27

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD175.7K sharesnew addition2026-03-312026-04-27

Sponsored

ARKQ ARK ETF TR30.9K shares1.12%2026-03-312026-04-27

ALPHABET INC ALPHABET INC11.8K shares-20.87%2026-03-312026-04-27

QTUM ETF SER SOLUTIONS31.1K shares-0.36%2026-03-312026-04-27

NJUL INNOVATOR ETFS TRUST46.5K shares-3.46%2026-03-312026-04-27

ROBO EXCHANGE TRADED CONCEPTS TRU48.2K shares6.27%2026-03-312026-04-27

IJUL INNOVATOR ETFS TRUST97.4K shares-71.71%2026-03-312026-04-27

FIW FIRST TR EXCHANGE-TRADED FD31.6K shares3.02%2026-03-312026-04-27

ARKB ARK 21SHARES BITCOIN ETF143.9K shares3.02%2026-03-312026-04-27

Sponsored

DFIC DIMENSIONAL ETF TRUST91.0K shares24.87%2026-03-312026-04-27

AMGN AMGEN INC8.8K shares-10.62%2026-03-312026-04-27

BROADCOM INC BROADCOM INC9.7K shares-24.25%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS50.1K shares105.32%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS62.2K shares-10.55%2026-03-312026-04-27

SOUTHSTATE BK CORP SOUTHSTATE BK CORP31.3K shares2.10%2026-03-312026-04-27

VXF VANGUARD INDEX FDS13.9K shares-87.91%2026-03-312026-04-27

PG PROCTER & GAMBLE CO19.6K shares-1.73%2026-03-312026-04-27

Sponsored

COST COSTCO WHOLESALE CORPORATION2.8K shares-15.15%2026-03-312026-04-27

LLY ELI LILLY & CO3.1K shares-16.58%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON11.4K shares-24.11%2026-03-312026-04-27

CVX CHEVRON CORPORATION13.3K shares-27.77%2026-03-312026-04-27

CIBR FIRST TR EXCHANGE-TRADED FD43.8K shares0.14%2026-03-312026-04-27

IAPR INNOVATOR ETFS TRUST86.6K shares-5.54%2026-03-312026-04-27

TSLA TESLA INC7.2K shares-25.47%2026-03-312026-04-27

JULW AIM ETF PRODUCTS TRUST65.7K shares-2.95%2026-03-312026-04-27

Sponsored

DFAC DIMENSIONAL ETF TRUST65.3K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION12.9K shares-4.50%2026-03-312026-04-27

SW SMURFIT WESTROCK PLC62.0K shares-0.62%2026-03-312026-04-27

SO SOUTHERN CO25.3K shares-12.67%2026-03-312026-04-27

NAPR INNOVATOR ETFS TRUST44.5K shares-3.47%2026-03-312026-04-27

SCZ ISHARES TR30.6K shares-10.52%2026-03-312026-04-27

SIXO AIM ETF PRODUCTS TRUST70.8K shares-0.88%2026-03-312026-04-27

SIXJ AIM ETF PRODUCTS TRUST68.5K shares6.22%2026-03-312026-04-27

Sponsored

ACWX ISHARES TR33.3K shares-1.68%2026-03-312026-04-27

PSI INVESCO EXCHANGE TRADED FD T24.1K shares-0.52%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC14.4K shares-2.26%2026-03-312026-04-27

DON WISDOMTREE TR39.3K shares-15.05%2026-03-312026-04-27

IVW ISHARES TR18.0K shares-17.03%2026-03-312026-04-27

AR ANTERO RESOURCES CORP46.5K shares0.00%2026-03-312026-04-27

MCK MCKESSON CORP2.2K shares-7.34%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE6.8K shares-10.78%2026-03-312026-04-27

Sponsored

IWF ISHARES TR4.3K shares-7.91%2026-03-312026-04-27

IEFA ISHARES TR20.2K shares-6.75%2026-03-312026-04-27

DFAS DIMENSIONAL ETF TRUST25.4K shares67.72%2026-03-312026-04-27

V VISA INC6.0K shares-22.54%2026-03-312026-04-27

FTCS FIRST TR EXCHANGE-TRADED FD19.2K shares-0.89%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC4.8K shares-0.46%2026-03-312026-04-27

GEV GE VERNOVA INC1.9K shares-11.13%2026-03-312026-04-27

AIVI WISDOMTREE TR31.3K shares-17.70%2026-03-312026-04-27

Sponsored

SCHD SCHWAB STRATEGIC TR55.1K shares-4.97%2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST49.6K sharesnew addition2026-03-312026-04-27

FBT FIRST TR EXCHANGE-TRADED FD8.4K shares220.60%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC16.9K shares-2.51%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST26.4K shares8.18%2026-03-312026-04-27

GOVT ISHARES TR71.5K shares-25.19%2026-03-312026-04-27

IWV ISHARES TR4.4K shares0.00%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC7.9K shares-2.25%2026-03-312026-04-27

Sponsored

BAC BANK AMERICA CORP32.0K shares-6.51%2026-03-312026-04-27

LINDE PLC LINDE PLC3.1K shares-8.02%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW4.7K shares2.51%2026-03-312026-04-27

HON HONEYWELL INTL INC6.7K shares-9.28%2026-03-312026-04-27

SMAX ISHARES TR56.7K shares-65.57%2026-03-312026-04-27

ORCL ORACLE CORP10.2K shares-19.54%2026-03-312026-04-27

DXUV DIMENSIONAL ETF TRUST25.2K shares13.10%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC1.8K shares-6.79%2026-03-312026-04-27

Sponsored

PANW PALO ALTO NETWORKS INC9.2K shares-3.70%2026-03-312026-04-27

MGC VANGUARD WORLD FD6.1K shares-0.68%2026-03-312026-04-27

NOCT INNOVATOR ETFS TRUST24.5K shares2.41%2026-03-312026-04-27

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO25.9K shares-14.49%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL40.1K shares2.21%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS20.9K shares-95.93%2026-03-312026-04-27

VGT VANGUARD WORLD FD1.9K shares-88.45%2026-03-312026-04-27

NFLX NETFLIX INC13.5K shares-28.61%2026-03-312026-04-27

Sponsored

IQLT ISHARES TR28.0K shares-2.27%2026-03-312026-04-27

ASML ASML HLDG NV967 shares-3.97%2026-03-312026-04-27

NJAN INNOVATOR ETFS TRUST23.9K shares-0.93%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP13.3K shares4.80%2026-03-312026-04-27

CSCO CISCO SYS INC16.0K shares-15.71%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC7.4K shares7.19%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC1.3K shares-4.53%2026-03-312026-04-27

TFC TRUIST FINL CORP26.2K shares-8.46%2026-03-312026-04-27

Sponsored

DFIV DIMENSIONAL ETF TRUST22.8K shares12.71%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC5.7K shares-3.81%2026-03-312026-04-27

NEE NEXTERA ENERGY INC12.8K shares-3.22%2026-03-312026-04-27

DAL DELTA AIR LINES INC17.7K shares-13.07%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF30.6K shares12.47%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST16.5K shares209.23%2026-03-312026-04-27

IJR ISHARES TR9.4K shares-3.21%2026-03-312026-04-27

IEMG ISHARES INC16.6K shares-9.15%2026-03-312026-04-27

Sponsored

CRWD CROWDSTRIKE HLDGS INC3.0K shares7.17%2026-03-312026-04-27

PPA INVESCO EXCHANGE TRADED FD T6.9K shares4.70%2026-03-312026-04-27

FVD FIRST TR EXCHANGE-TRADED FD23.0K shares-4.45%2026-03-312026-04-27

SDY SPDR SERIES TRUST7.4K shares-2.00%2026-03-312026-04-27

IVVM BLACKROCK ETF TRUST II31.1K shares2.59%2026-03-312026-04-27

CRM SALESFORCE INC5.7K shares-10.62%2026-03-312026-04-27

IVE ISHARES TR5.0K shares-36.07%2026-03-312026-04-27

IVVB BLACKROCK ETF TRUST II32.6K shares3.08%2026-03-312026-04-27

Sponsored

EMR EMERSON ELEC CO8.0K shares-0.06%2026-03-312026-04-27

AMT AMERICAN TOWER CORP6.0K shares-5.58%2026-03-312026-04-27

PJUN INNOVATOR ETFS TRUST24.4K shares-3.83%2026-03-312026-04-27

DFIS DIMENSIONAL ETF TRUST30.3K shares45.90%2026-03-312026-04-27

ABBV ABBVIE INC4.7K shares-27.35%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L26.6K shares11.29%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR7.4K shares-13.97%2026-03-312026-04-27

NRG NRG ENERGY INC6.7K shares0.39%2026-03-312026-04-27

Sponsored

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC11.3K sharesnew addition2026-03-312026-04-27

LAZARD ACTIVE ETF TR LAZARD ACTIVE ETF TR36.1K shares155.24%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares-40.14%2026-03-312026-04-27

RWO SPDR INDEX SHS FDS20.9K shares-16.81%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS16.0K shares-79.08%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP3.4K shares-11.67%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares-16.14%2026-03-312026-04-27

ABCB AMERIS BANCORP12.0K shares-4.18%2026-03-312026-04-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.9K shares18.57%2026-03-312026-04-27

IHI ISHARES TR17.4K sharesnew addition2026-03-312026-04-27

ARKK ARK ETF TR13.7K shares-6.73%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.8K shares263.88%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F16.2K shares-50.42%2026-03-312026-04-27

EFG ISHARES TR8.2K shares12.79%2026-03-312026-04-27

IJH ISHARES TR13.5K shares-11.26%2026-03-312026-04-27

PEP PEPSICO INC5.8K shares-24.80%2026-03-312026-04-27

Sponsored

NOBL PROSHARES TR8.5K shares12.90%2026-03-312026-04-27

OCTW AIM ETF PRODUCTS TRUST23.3K shares-1.75%2026-03-312026-04-27

UBSI UNITED BANKSHARES INC WEST V21.6K shares15.71%2026-03-312026-04-27

ETHA ISHARES ETHEREUM TR56.5K shares43.98%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC12.4K shares9.30%2026-03-312026-04-27

T AT&T INC30.1K shares-11.16%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC2.5K shares9.50%2026-03-312026-04-27

DXIV DIMENSIONAL ETF TRUST12.7K shares7.60%2026-03-312026-04-27

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.5K shares-6.12%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-20.62%2026-03-312026-04-27

SPMD SPDR SERIES TRUST14.0K shares-20.20%2026-03-312026-04-27

JAZZ JAZZ PHARMACEUTICALS PLC4.3K shares0.00%2026-03-312026-04-27

IWN ISHARES TR4.3K shares23.95%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR32.6K shares-67.24%2026-03-312026-04-27

IWR ISHARES TR8.3K shares-0.49%2026-03-312026-04-27

WFC WELLS FARGO & CO10.0K shares-16.80%2026-03-312026-04-27

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD4.8K shares-4.69%2026-03-312026-04-27

GPN GLOBAL PMTS INC11.3K shares-59.72%2026-03-312026-04-27

IBHG ISHARES TR34.1K sharesnew addition2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR6.8K shares106.07%2026-03-312026-04-27

PJUL INNOVATOR ETFS TRUST16.0K shares-0.77%2026-03-312026-04-27

SPIB SPDR SERIES TRUST21.6K shares-4.60%2026-03-312026-04-27

MCD MCDONALDS CORP2.3K shares-20.03%2026-03-312026-04-27

IBTK ISHARES TR36.4K shares-38.47%2026-03-312026-04-27

Sponsored

SMH VANECK ETF TRUST1.9K shares6.60%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR15.3K shares-43.63%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.1K shares-13.14%2026-03-312026-04-27

IWB ISHARES TR1.9K shares0.00%2026-03-312026-04-27

IDXX IDEXX LABS INC1.2K sharesnew addition2026-03-312026-04-27

SPSM SPDR SERIES TRUST14.1K shares6.97%2026-03-312026-04-27

CAT CATERPILLAR INC956 shares9.63%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR26.9K shares5.61%2026-03-312026-04-27

Sponsored

BLACKSTONE INC BLACKSTONE INC5.8K shares-3.67%2026-03-312026-04-27

MOAT VANECK ETF TRUST6.9K shares212.49%2026-03-312026-04-27

GLD SPDR GOLD TR1.6K shares-17.02%2026-03-312026-04-27

SYK STRYKER CORPORATION2.0K shares-11.20%2026-03-312026-04-27

EJAN INNOVATOR ETFS TRUST19.5K shares-3.43%2026-03-312026-04-27

NEOV NEOVOLTA INC214.2K shares-5.33%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO2.1K shares-25.45%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS7.3K shares-8.29%2026-03-312026-04-27

Sponsored

BTU PEABODY ENGR CORP19.6K shares-15.53%2026-03-312026-04-27

FDX FEDEX CORP1.8K shares0.44%2026-03-312026-04-27

DVY ISHARES TR4.2K shares2.41%2026-03-312026-04-27

J JACOBS SOLUTIONS INC5.0K shares15.82%2026-03-312026-04-27

DOV DOVER CORP3.0K shares10.32%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC4.8K shares9.52%2026-03-312026-04-27

DUHP DIMENSIONAL ETF TRUST16.9K shares-27.77%2026-03-312026-04-27

COP CONOCOPHILLIPS4.7K shares33.88%2026-03-312026-04-27

Sponsored

MERCK & CO INC MERCK & CO INC5.1K shares-0.33%2026-03-312026-04-27

SPGM SPDR INDEX SHS FDS8.1K shares18.44%2026-03-312026-04-27

FNDX SCHWAB STRATEGIC TR22.1K shares41.08%2026-03-312026-04-27

SPIP SPDR SERIES TRUST23.6K shares-2.03%2026-03-312026-04-27

DHI D R HORTON INC4.5K shares4.08%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND1.3K shares7.38%2026-03-312026-04-27

CINF CINCINNATI FINL CORP3.8K shares-1.54%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP2.1K shares18.44%2026-03-312026-04-27

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.3K shares7.57%2026-03-312026-04-27

RY ROYAL BK CDA3.5K shares-9.04%2026-03-312026-04-27

TDVG T ROWE PRICE ETF INC12.7K shares-0.61%2026-03-312026-04-27

VO VANGUARD INDEX FDS2.0K shares-12.91%2026-03-312026-04-27

PFE PFIZER INC19.9K shares35.41%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP624 shares15.13%2026-03-312026-04-27

D DOMINION ENERGY INC8.9K shares6.63%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.1K shares-27.62%2026-03-312026-04-27

Sponsored

KJAN INNOVATOR ETFS TRUST13.2K shares-8.67%2026-03-312026-04-27

IWD ISHARES TR2.6K shares-20.14%2026-03-312026-04-27

DDFL INNOVATOR ETFS TRUST26.7K shares-1.57%2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD4.3K shares17.55%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC2.0K shares22.54%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR20.5K shares35.28%2026-03-312026-04-27

ET ENERGY TRANSFER L P27.2K shares-6.65%2026-03-312026-04-27

SKYT SKYWATER TECHNOLOGY INC18.9K shares-4.78%2026-03-312026-04-27

Sponsored

MO ALTRIA GROUP INC7.8K shares47.63%2026-03-312026-04-27

TCAI TORTOISE CAPITAL SERIES TRUS14.8K sharesnew addition2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR17.5K shares17.26%2026-03-312026-04-27

VFQY VANGUARD WELLINGTON FD3.4K shares-10.94%2026-03-312026-04-27

SHOP SHOPIFY INC4.3K shares1.28%2026-03-312026-04-27

JANW AIM ETF PRODUCTS TRUST13.9K shares-2.35%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC5.8K shares4.88%2026-03-312026-04-27

THE CIGNA GROUP THE CIGNA GROUP1.9K shares14.46%2026-03-312026-04-27

Sponsored

EEMS ISHARES INC7.2K shares51.33%2026-03-312026-04-27

JGRO J P MORGAN EXCHANGE TRADED F5.9K shares5.93%2026-03-312026-04-27

CBOE CBOE GLOBAL MKTS INC1.7K shares15.18%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC9.7K shares-28.01%2026-03-312026-04-27

VTIP VANGUARD MALVERN FDS9.7K shares-48.10%2026-03-312026-04-27

PID INVESCO EXCHANGE TRADED FD T21.8K shares0.00%2026-03-312026-04-27

IUSV ISHARES TR4.7K shares15.16%2026-03-312026-04-27

AMAT APPLIED MATLS INC1.4K shares-18.35%2026-03-312026-04-27

Sponsored

GILD GILEAD SCIENCES INC3.4K shares16.93%2026-03-312026-04-27

VBK VANGUARD INDEX FDS1.6K shares-44.24%2026-03-312026-04-27

CB CHUBB LTD SWITZ1.4K shares-11.43%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 40757 shares40.71%2026-03-312026-04-27

FTEC FIDELITY COVINGTON TRUST2.2K shares-11.08%2026-03-312026-04-27

FXR FIRST TR EXCHANGE-TRADED FD5.6K shares34.16%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.3K shares-25.06%2026-03-312026-04-27

DAVA ENDAVA PLC99.0K shares-6.43%2026-03-312026-04-27

Sponsored

UNILEVER PLC UNILEVER PLC7.6K shares-2.27%2026-03-312026-04-27

VHT VANGUARD WORLD FD1.6K shares-38.09%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC1.6K shares-49.07%2026-03-312026-04-27

RSPF INVESCO EXCHANGE TRADED FD T5.9K shares-1.27%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II1.8K sharesnew addition2026-03-312026-04-27

BOXX EA SERIES TRUST3.6K shares-35.02%2026-03-312026-04-27

AGX ARGAN INC765 shares-16.39%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC3.7K shares-18.58%2026-03-312026-04-27

Sponsored

IYW ISHARES TR2.3K shares39.56%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR3.7K shares3.67%2026-03-312026-04-27

RDVY FIRST TR EXCHANGE TRADED FD5.9K shares-0.62%2026-03-312026-04-27

IFRA ISHARES TR7.1K shares0.00%2026-03-312026-04-27

THC TENET HEALTHCARE CORP2.1K shares-0.89%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR6.5K sharesnew addition2026-03-312026-04-27

ADBE ADOBE INC1.6K shares-17.11%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC6.9K shares33.24%2026-03-312026-04-27

Sponsored

DFAI DIMENSIONAL ETF TRUST10.1K sharesnew addition2026-03-312026-04-27

POCT INNOVATOR ETFS TRUST9.2K shares-0.49%2026-03-312026-04-27

AVLV AMERICAN CENTY ETF TR4.9K shares0.85%2026-03-312026-04-27

USMF WISDOMTREE TR7.9K shares53.34%2026-03-312026-04-27

RF REGIONS FINANCIAL CORP NEW14.7K shares-20.58%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO1.5K sharesnew addition2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC4.1K sharesnew addition2026-03-312026-04-27

PSEP INNOVATOR ETFS TRUST8.8K shares-0.89%2026-03-312026-04-27

Sponsored

COIN COINBASE GLOBAL INC2.1K shares-22.53%2026-03-312026-04-27

FXU FIRST TR EXCHANGE-TRADED FD7.5K sharesnew addition2026-03-312026-04-27

IXUS ISHARES TR4.2K shares5.03%2026-03-312026-04-27

FELC FIDELITY COVINGTON TRUST10.0K shares-27.90%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR3.3K shares14.44%2026-03-312026-04-27

PAPR INNOVATOR ETFS TRUST9.0K shares-23.96%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC3.2K shares50.26%2026-03-312026-04-27

VST VISTRA CORP2.4K shares-0.63%2026-03-312026-04-27

Sponsored

LOW LOWES COS INC1.5K shares45.86%2026-03-312026-04-27

DE DEERE & CO628 shares18.49%2026-03-312026-04-27

IAK ISHARES TR2.7K shares-2.66%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.4K shares-0.84%2026-03-312026-04-27

VOE VANGUARD INDEX FDS1.8K shares2.62%2026-03-312026-04-27

HIMS HIMS & HERS HEALTH INC16.3K shares5.96%2026-03-312026-04-27

DSI ISHARES TR2.8K shares-60.86%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC725 shares42.72%2026-03-312026-04-27

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD19.9K shares8.22%2026-03-312026-04-27

BA BOEING CO1.7K shares17.69%2026-03-312026-04-27

IBTL ISHARES TR16.1K shares33.84%2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP5.2K shares-23.29%2026-03-312026-04-27

VLO VALERO ENERGY CORP1.3K shares-7.54%2026-03-312026-04-27

WDAY WORKDAY INC2.5K shares-3.33%2026-03-312026-04-27

ROL ROLLINS INC6.0K shares-13.05%2026-03-312026-04-27

BKH BLACK HILLS CORP4.6K shares0.88%2026-03-312026-04-27

Sponsored

XLI SELECT SECTOR SPDR TR2.0K shares21.46%2026-03-312026-04-27

MUNI PIMCO ETF TR6.0K shares1.60%2026-03-312026-04-27

EUDG WISDOMTREE TR8.6K shares0.35%2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR6.3K sharesnew addition2026-03-312026-04-27

IJJ ISHARES TR2.4K sharesnew addition2026-03-312026-04-27

NVS NOVARTIS AG2.0K shares-7.61%2026-03-312026-04-27

SNA SNAP ON INC844 shares1.20%2026-03-312026-04-27

ABT ABBOTT LABORATORIES3.0K shares-2.84%2026-03-312026-04-27

Sponsored

WM WASTE MGMT INC DEL1.3K shares8.51%2026-03-312026-04-27

GTO INVESCO ACTIVELY MANAGED EXC6.4K shares0.00%2026-03-312026-04-27

TJX TJX COS INC NEW1.9K shares-21.53%2026-03-312026-04-27

DIS DISNEY WALT CO3.1K shares1.09%2026-03-312026-04-27

FBTC FIDELITY WISE ORIGIN BITCOIN5.0K shares8.59%2026-03-312026-04-27

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD23.3K shares4.48%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR5.9K sharesnew addition2026-03-312026-04-27

PAUG INNOVATOR ETFS TRUST6.7K shares-0.76%2026-03-312026-04-27

Sponsored

NKE NIKE INC5.4K shares25.09%2026-03-312026-04-27

CWI SPDR INDEX SHS FDS7.7K shares4.35%2026-03-312026-04-27

IJK ISHARES TR2.8K shares13.54%2026-03-312026-04-27

FIDU FIDELITY COVINGTON TRUST3.3K shares0.31%2026-03-312026-04-27

XYL XYLEM INC2.4K shares-7.62%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO4.6K shares18.47%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP4.3K sharesnew addition2026-03-312026-04-27

PWR QUANTA SVCS INC506 shares-29.82%2026-03-312026-04-27

Sponsored

BGLD FIRST TR EXCHANGE-TRADED FD16.1K shares-22.61%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP3.4K shares-27.01%2026-03-312026-04-27

FPE FIRST TR EXCH TRADED FD III15.5K shares0.00%2026-03-312026-04-27

TOTL SSGA ACTIVE ETF TR6.9K shares-3.10%2026-03-312026-04-27

GPC GENUINE PARTS CO2.6K shares24.38%2026-03-312026-04-27

OEF ISHARES TR856 shares-0.93%2026-03-312026-04-27

CASY CASEYS GEN STORES INC374 sharesnew addition2026-03-312026-04-27

LNG CHENIERE ENERGY INC959 shares-74.64%2026-03-312026-04-27

Sponsored

HWM HOWMET AEROSPACE INC1.2K shares2.89%2026-03-312026-04-27

EFX EQUIFAX INC1.5K shares18.11%2026-03-312026-04-27

SHEL SHELL PLC2.9K sharesnew addition2026-03-312026-04-27

QUAL ISHARES TR1.4K shares29.55%2026-03-312026-04-27

ENB ENBRIDGE INC4.9K sharesnew addition2026-03-312026-04-27

GSLC GOLDMAN SACHS ETF TR2.1K sharesnew addition2026-03-312026-04-27

DGRO ISHARES TR3.8K sharesnew addition2026-03-312026-04-27

MLM MARTIN MARIETTA MATLS INC449 shares-9.11%2026-03-312026-04-27

Sponsored

BSV VANGUARD BD INDEX FDS3.4K shares-94.54%2026-03-312026-04-27

AOA ISHARES TR3.0K shares18.99%2026-03-312026-04-27

EXC EXELON CORP5.4K sharesnew addition2026-03-312026-04-27

COWZ PACER FDS TR4.1K shares-2.99%2026-03-312026-04-27

AGG ISHARES TR2.5K sharesnew addition2026-03-312026-04-27

TXN TEXAS INSTRS INC1.3K shares-47.47%2026-03-312026-04-27

CMCSA COMCAST CORP NEW8.8K shares16.00%2026-03-312026-04-27

WRB BERKLEY W R CORP3.8K shares-0.92%2026-03-312026-04-27

Sponsored

MPC MARATHON PETE CORP1.0K shares-44.94%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR8.0K shares-11.72%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP718 shares-0.55%2026-03-312026-04-27

SHY ISHARES TR3.0K shares3.21%2026-03-312026-04-27

TJUL INNOVATOR ETFS TRUST8.2K shares0.00%2026-03-312026-04-27

TOTALENERGIES SE TOTALENERGIES SE2.6K sharesnew addition2026-03-312026-04-27

MISL FIRST TR EXCHANGE-TRADED FD5.3K sharesnew addition2026-03-312026-04-27

GAPR FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-04-27

Sponsored

XLV SELECT SECTOR SPDR TR1.6K sharesnew addition2026-03-312026-04-27

FNCL FIDELITY COVINGTON TRUST3.3K shares5.14%2026-03-312026-04-27

GMED GLOBUS MED INC2.7K shares2.94%2026-03-312026-04-27

WBD WARNER BROS DISCOVERY INC8.3K sharesnew addition2026-03-312026-04-27

GDLC GRAYSCALE COINDESK CRYPTO7.3K sharesnew addition2026-03-312026-04-27

XLP SELECT SECTOR SPDR TR2.8K sharesnew addition2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.9K sharesnew addition2026-03-312026-04-27

IYR ISHARES TR2.4K sharesnew addition2026-03-312026-04-27

Sponsored

CSX CSX CORP5.4K sharesnew addition2026-03-312026-04-27

MBB ISHARES TR2.3K shares-3.84%2026-03-312026-04-27

DJUN FIRST TR EXCHNG TRADED FD VI4.6K shares0.00%2026-03-312026-04-27

FTNT FORTINET INC2.7K shares-18.59%2026-03-312026-04-27

SLV ISHARES SILVER TR3.2K sharesnew addition2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.1K shares0.00%2026-03-312026-04-27

DIHP DIMENSIONAL ETF TRUST6.7K sharesnew addition2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC1.2K shares9.41%2026-03-312026-04-27

Sponsored

AZO AUTOZONE INC63 sharesnew addition2026-03-312026-04-27

MINT PIMCO ETF TR2.1K shares2.59%2026-03-312026-04-27

SOXX ISHARES TR634 sharesnew addition2026-03-312026-04-27

CNP CENTERPOINT ENERGY INC4.8K sharesnew addition2026-03-312026-04-27

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-03-312026-04-27

PMAR INNOVATOR ETFS TRUST4.6K sharesnew addition2026-03-312026-04-27

MS MORGAN STANLEY1.2K shares-14.83%2026-03-312026-04-27

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD868 sharesnew addition2026-03-312026-04-27

TPHD TIMOTHY PLAN4.9K sharesnew addition2026-03-312026-04-27

THRIVE SERIES TRUST THRIVE SERIES TRUST8.3K shares0.00%2026-03-312026-04-27

JEMA J P MORGAN EXCHANGE TRADED F3.9K sharesnew addition2026-03-312026-04-27

FCX FREEPORT MCMORAN INC3.4K sharesnew addition2026-03-312026-04-27

LWLG LIGHTWAVE LOGIC INC27.9K sharesnew addition2026-03-312026-04-27

OBDC BLUE OWL CAPITAL CORPORATION10.4K sharesnew addition2026-03-312026-04-27

TGB TASEKO MINES LTD15.6K shares0.00%2026-03-312026-04-27

Sponsored

GPK GRAPHIC PACKAGING HLDG CO10.0K shares0.00%2026-03-312026-04-27

FSCO FS CREDIT OPPORTUNITIES CORP11.8K sharesnew addition2026-03-312026-04-27

CGEN COMPUGEN LTD15.0K shares0.00%2026-03-312026-04-27

CDLX CARDLYTICS INC18.2K sharesnew addition2026-03-312026-04-27

XOS INC XOS INC73.6K sharesnew addition2026-03-312026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-5.38%

Shares491.1K

Event2026-03-31

Filed2026-04-27

USFR

WISDOMTREE TR

-3.89%

Shares5.1M

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-2.81%

Shares334.4K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-5.79%

Shares461.9K

Event2026-03-31

Filed2026-04-27

TFLO

ISHARES TR

-12.99%

Shares1.3M

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-56.41%

Shares109.7K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

-5.72%

Shares605.9K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

9.39%

Shares1.9M

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

-6.28%

Shares379.0K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

-7.05%

Shares596.2K

Event2026-03-31

Filed2026-04-27

SPSB

SPDR SERIES TRUST

1.90%

Shares1.5M

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.76%

Shares659.2K

Event2026-03-31

Filed2026-04-27

CGUS

CAPITAL GROUP CORE EQUITY ET

4.64%

Shares690.4K

Event2026-03-31

Filed2026-04-27

MAXJ

ISHARES TR

-1.79%

Shares900.6K

Event2026-03-31

Filed2026-04-27

SPYV

SPDR SERIES TRUST

-11.34%

Shares431.8K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

-18.51%

Shares294.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-11.74%

Shares94.6K

Event2026-03-31

Filed2026-04-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.87%

Shares716.0K

Event2026-03-31

Filed2026-04-27

ULST

SSGA ACTIVE ETF TR

3.74%

Shares588.2K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

7.80%

Shares241.5K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-8.47%

Shares85.3K

Event2026-03-31

Filed2026-04-27

DLS

WISDOMTREE TR

-4.20%

Shares259.5K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

4.71%

Shares46.3K

Event2026-03-31

Filed2026-04-27

DMAX

ISHARES TR

-8.99%

Shares760.9K

Event2026-03-31

Filed2026-04-27

DOL

WISDOMTREE TR

-5.82%

Shares292.9K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

-8.56%

Shares247.4K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

4.08%

Shares246.6K

Event2026-03-31

Filed2026-04-27

QUS

SPDR SERIES TRUST

-2.22%

Shares106.1K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-7.50%

Shares84.5K

Event2026-03-31

Filed2026-04-27

PHYS

SPROTT ASSET MANAGEMENT LP

3.13%

Shares506.7K

Event2026-03-31

Filed2026-04-27

CGCB

CAPITAL GRP FIXED INCM ETF T

26.50%

Shares643.5K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-38.10%

Shares310.4K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-0.72%

Shares25.6K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

-5.99%

Shares289.4K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO ETF TR

31.57%

Shares620.0K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

-1.72%

Shares116.2K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

5.42%

Shares154.6K

Event2026-03-31

Filed2026-04-27

FEX

FIRST TR EXCHANGE-TRADED ALP

-4.27%

Shares127.1K

Event2026-03-31

Filed2026-04-27

STRL

STERLING INFRASTRUCTURE INC

-11.49%

Shares34.5K

Event2026-03-31

Filed2026-04-27

DFUV

DIMENSIONAL ETF TRUST

-1.25%

Shares282.4K

Event2026-03-31

Filed2026-04-27

QQEW

FIRST TR EXCHANGE-TRADED FD

-8.15%

Shares107.2K

Event2026-03-31

Filed2026-04-27

IBTG

ISHARES TR

14.75%

Shares530.0K

Event2026-03-31

Filed2026-04-27

REET

ISHARES TR

-3.01%

Shares469.2K

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

-4.35%

Shares151.6K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-14.90%

Shares29.4K

Event2026-03-31

Filed2026-04-27

SLYV

SPDR SERIES TRUST

-8.94%

Shares115.1K

Event2026-03-31

Filed2026-04-27

IAGG

ISHARES TR

1.27%

Shares211.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-16.85%

Shares60.0K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

-46.25%

Shares95.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-4.00%

Shares34.0K

Event2026-03-31

Filed2026-04-27

EMXC

ISHARES INC

7.03%

Shares127.4K

Event2026-03-31

Filed2026-04-27

CGIC

CAPITAL GROUP INTERNATIONAL

-1.08%

Shares297.6K

Event2026-03-31

Filed2026-04-27

DNL

WISDOMTREE TR

-4.72%

Shares242.4K

Event2026-03-31

Filed2026-04-27

AVGE

AMERICAN CENTY ETF TR

4.48%

Shares108.4K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

-0.04%

Shares89.5K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

-20.91%

Shares186.7K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

-6.18%

Shares122.3K

Event2026-03-31

Filed2026-04-27

DGS

WISDOMTREE TR

-11.31%

Shares154.4K

Event2026-03-31

Filed2026-04-27

IBTH

ISHARES TR

30.14%

Shares408.3K

Event2026-03-31

Filed2026-04-27

IBHF

ISHARES TR

7.96%

Shares398.9K

Event2026-03-31

Filed2026-04-27

SLYG

SPDR SERIES TRUST

-1.44%

Shares94.2K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-9.89%

Shares42.5K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

7.72%

Shares57.7K

Event2026-03-31

Filed2026-04-27

YMAR

FIRST TR EXCHNG TRADED FD VI

New

Shares298.6K

Event2026-03-31

Filed2026-04-27

MMAX

ISHARES TR

188.03%

Shares298.2K

Event2026-03-31

Filed2026-04-27

DES

WISDOMTREE TR

-5.95%

Shares213.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-4.53%

Shares28.4K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-8.39%

Shares15.5K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

-15.90%

Shares147.9K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-9.37%

Shares19.4K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-11.64%

Shares26.3K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

-15.50%

Shares38.5K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-14.48%

Shares19.4K

Event2026-03-31

Filed2026-04-27

EWX

SPDR INDEX SHS FDS

-12.32%

Shares83.8K

Event2026-03-31

Filed2026-04-27

DCOR

DIMENSIONAL ETF TRUST

25.97%

Shares76.7K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

-2.41%

Shares72.6K

Event2026-03-31

Filed2026-04-27

DFLV

DIMENSIONAL ETF TRUST

18.54%

Shares153.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-17.07%

Shares31.8K

Event2026-03-31

Filed2026-04-27

DFAW

DIMENSIONAL ETF TRUST

112.18%

Shares72.4K

Event2026-03-31

Filed2026-04-27

IJAN

INNOVATOR ETFS TRUST

41.09%

Shares143.1K

Event2026-03-31

Filed2026-04-27

IBTI

ISHARES TR

-3.43%

Shares230.0K

Event2026-03-31

Filed2026-04-27

SPYD

SPDR SERIES TRUST

-3.64%

Shares111.0K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-3.46%

Shares38.2K

Event2026-03-31

Filed2026-04-27

DISV

DIMENSIONAL ETF TRUST

13.81%

Shares115.2K

Event2026-03-31

Filed2026-04-27

DFSV

DIMENSIONAL ETF TRUST

29.52%

Shares127.3K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

11.81%

Shares55.3K

Event2026-03-31

Filed2026-04-27

AFL

AFLAC INC

-30.21%

Shares38.9K

Event2026-03-31

Filed2026-04-27

GWX

SPDR INDEX SHS FDS

-14.20%

Shares99.6K

Event2026-03-31

Filed2026-04-27