Sponsored

The Analysis of Bond & Devick Financial Network, Inc.'s Holdings & P&L

Currently, Bond & Devick Financial Network, Inc. holds 188 types of securities in its portfolio with a total value $358.4M. In the most recent quarter, they have increased their positions in BN (+46.2K shares, valued at $1.9M), SGOV (+14.0K shares, valued at $1.4M), NEAR (+19.9K shares, valued at $1.0M); decreased their positions in CMI (-2.7K shares, valued at $1.4M), BRK.A (-1 shares, valued at $718.1K), ESGD (-4.6K shares, valued at $438.8K); initiated new positions in BN (+46.2K shares, valued at $1.9M), N/A (+82.1K shares, valued at $716.7K), EAOM (+15.2K shares, valued at $450.5K).

1M P&L

+7.5M+2.08%

3M P&L

+4.7M+1.30%

HY P&L

+22.3M+6.48%

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/A278.9M

81.4%

2Specialty Industrial Machinery13.9M

4.1%

3Software - Infrastructure6.2M

1.8%

Top Industries by Stock Count

1N/A97 stocks

56.7%

2Drug Manufacturers - General7 stocks

4.1%

3Software - Application5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EQWL INVESCO EXCHANGE TRADED FD T311.4K shares-0.17%2026-03-312026-04-08

ESGD ISHARES TR335.8K shares-1.35%2026-03-312026-04-08

JCPB J P MORGAN EXCHANGE TRADED F457.3K shares2.83%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR843.7K shares2.51%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR608.3K shares3.79%2026-03-312026-04-08

IEI ISHARES TR109.9K shares-0.77%2026-03-312026-04-08

NDSN NORDSON CORP44.4K shares-0.62%2026-03-312026-04-08

JMEE J P MORGAN EXCHANGE TRADED F175.4K shares-1.66%2026-03-312026-04-08

Sponsored

IWY ISHARES TR41.0K shares4.44%2026-03-312026-04-08

EDIV SPDR INDEX SHS FDS256.3K shares-0.76%2026-03-312026-04-08

IEF ISHARES TR99.1K shares3.48%2026-03-312026-04-08

CGMS CAPITAL GRP FIXED INCM ETF T296.2K shares1.65%2026-03-312026-04-08

NEAR ISHARES U S ETF TR140.0K shares16.62%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR259.4K shares-1.14%2026-03-312026-04-08

EUSB ISHARES TR143.6K shares11.43%2026-03-312026-04-08

NUDV NUSHARES ETF TR183.7K shares4.22%2026-03-312026-04-08

Sponsored

MSFT MICROSOFT CORP14.2K shares-1.43%2026-03-312026-04-08

EAGG ISHARES TR109.6K shares11.88%2026-03-312026-04-08

ALPHABET INC ALPHABET INC16.7K shares0.22%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20.5K shares0.56%2026-03-312026-04-08

AAPL APPLE INC14.4K shares1.74%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares-20.00%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR48.7K shares36.39%2026-03-312026-04-08

IWD ISHARES TR10.1K shares1.61%2026-03-312026-04-08

Sponsored

CMI CUMMINS INC3.9K shares-40.35%2026-03-312026-04-08

IXUS ISHARES TR24.3K shares5.41%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC7.6K shares-0.05%2026-03-312026-04-08

NUDM NUSHARES ETF TR55.2K shares3.56%2026-03-312026-04-08

BN BROOKFIELD CORP46.2K sharesnew addition2026-03-312026-04-08

SUSL ISHARES TR16.1K shares10.78%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR57.6K shares-0.39%2026-03-312026-04-08

AMZN AMAZON COM INC8.2K shares25.25%2026-03-312026-04-08

Sponsored

SGOV ISHARES TR16.1K shares680.60%2026-03-312026-04-08

PLDR PUTNAM ETF TRUST46.2K shares11.44%2026-03-312026-04-08

XEL XCEL ENERGY INC19.6K shares-0.39%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON6.3K shares-1.57%2026-03-312026-04-08

SUSA ISHARES TR10.5K shares-5.71%2026-03-312026-04-08

VB VANGUARD INDEX FDS5.2K shares-2.09%2026-03-312026-04-08

PHO INVESCO EXCHANGE TRADED FD T20.2K shares0.08%2026-03-312026-04-08

AMGN AMGEN INC3.7K shares0.00%2026-03-312026-04-08

Sponsored

SPEM SPDR INDEX SHS FDS27.3K shares0.00%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO4.1K shares0.00%2026-03-312026-04-08

NULV NUSHARES ETF TR27.1K shares6.64%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR37.4K shares-1.70%2026-03-312026-04-08

IVV ISHARES TR1.9K shares-2.65%2026-03-312026-04-08

CRBN ISHARES TR5.2K shares2.08%2026-03-312026-04-08

MUB ISHARES TR10.6K shares5.50%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.1K shares0.09%2026-03-312026-04-08

Sponsored

NVDA NVIDIA CORPORATION6.2K shares8.44%2026-03-312026-04-08

DSI ISHARES TR8.9K shares-1.26%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR34.1K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP6.1K shares-0.89%2026-03-312026-04-08

PG PROCTER & GAMBLE CO7.2K shares2.38%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares154.39%2026-03-312026-04-08

IWM ISHARES TR4.1K shares0.00%2026-03-312026-04-08

EAOR ISHARES TR29.0K shares76.93%2026-03-312026-04-08

Sponsored

ACWV ISHARES INC8.3K shares0.00%2026-03-312026-04-08

KO COCA COLA CO12.9K shares1.72%2026-03-312026-04-08

FICO FAIR ISAAC CORP900 shares0.00%2026-03-312026-04-08

ITOT ISHARES TR6.4K shares-1.00%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR31.1K shares0.00%2026-03-312026-04-08

AOR ISHARES TR14.0K shares202.00%2026-03-312026-04-08

CRM SALESFORCE INC4.8K shares-5.19%2026-03-312026-04-08

JPEM J P MORGAN EXCHANGE TRADED F14.2K shares-0.25%2026-03-312026-04-08

Sponsored

JPM JPMORGAN CHASE & CO3.0K shares0.00%2026-03-312026-04-08

EFA ISHARES TR8.8K shares-2.08%2026-03-312026-04-08

ASML ASML HLDG NV623 shares-4.59%2026-03-312026-04-08

IYH ISHARES TR13.2K shares-2.22%2026-03-312026-04-08

WM WASTE MGMT INC DEL3.5K shares0.00%2026-03-312026-04-08

ESML ISHARES TR16.9K shares-1.44%2026-03-312026-04-08

EEMV ISHARES INC11.9K shares0.00%2026-03-312026-04-08

IGRO ISHARES TR9.2K shares0.07%2026-03-312026-04-08

Sponsored

ESGE ISHARES INC16.8K shares0.09%2026-03-312026-04-08

AGG ISHARES TR7.7K shares-10.20%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS15.1K shares7.82%2026-03-312026-04-08

AMAT APPLIED MATLS INC2.1K shares-0.79%2026-03-312026-04-08

PUTNAM ETF TRUST PUTNAM ETF TRUST82.1K sharesnew addition2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-0.07%2026-03-312026-04-08

WMT WALMART INC5.6K shares-1.15%2026-03-312026-04-08

PFM INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2026-03-312026-04-08

Sponsored

DAL DELTA AIR LINES INC10.1K shares0.00%2026-03-312026-04-08

SHY ISHARES TR8.1K shares4.55%2026-03-312026-04-08

DE DEERE & CO1.1K shares4.36%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC3.8K shares5.62%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-04-08

SDY SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-04-08

BAC BANK AMERICA CORP12.2K shares6.59%2026-03-312026-04-08

CGXU CAPITAL GROUP INTL FOCUS EQT20.2K shares0.00%2026-03-312026-04-08

Sponsored

FNDE SCHWAB STRATEGIC TR15.1K shares0.00%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR19.7K shares0.00%2026-03-312026-04-08

EFAX SPDR INDEX SHS FDS11.5K shares2.38%2026-03-312026-04-08

NVO NOVO-NORDISK A S15.4K shares0.00%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS7.6K shares0.47%2026-03-312026-04-08

PEP PEPSICO INC3.4K shares0.00%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC540 shares10.66%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC1.4K shares0.71%2026-03-312026-04-08

Sponsored

PFE PFIZER INC18.1K shares-1.09%2026-03-312026-04-08

IXJ ISHARES TR5.4K shares0.00%2026-03-312026-04-08

FENI FIDELITY COVINGTON TRUST13.4K shares2.24%2026-03-312026-04-08

HD HOME DEPOT INC1.5K shares-4.68%2026-03-312026-04-08

UNILEVER PLC UNILEVER PLC8.7K shares0.00%2026-03-312026-04-08

SYK STRYKER CORPORATION1.5K shares0.00%2026-03-312026-04-08

MMM 3M CO3.3K shares-3.04%2026-03-312026-04-08

GSK PLC GSK PLC8.5K shares0.00%2026-03-312026-04-08

Sponsored

VZ VERIZON COMMUNICATIONS INC9.3K shares0.00%2026-03-312026-04-08

IYF ISHARES TR4.0K shares0.00%2026-03-312026-04-08

EAOM ISHARES TR15.2K sharesnew addition2026-03-312026-04-08

TIGO MILLICOM INTL CELLULAR S A6.0K shares0.00%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares0.00%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares0.00%2026-03-312026-04-08

LDOS LEIDOS HOLDINGS INC2.7K shares0.00%2026-03-312026-04-08

EVR EVERCORE INC1.4K shares0.00%2026-03-312026-04-08

Sponsored

RSPE INVESCO EXCH TRADED FD TR II14.2K shares15.38%2026-03-312026-04-08

VONG VANGUARD SCOTTSDALE FDS3.7K shares0.00%2026-03-312026-04-08

INTU INTUIT904 shares0.00%2026-03-312026-04-08

USB US BANCORP7.3K shares0.00%2026-03-312026-04-08

DGRO ISHARES TR5.4K shares0.00%2026-03-312026-04-08

BIL SPDR SERIES TRUST4.1K sharesnew addition2026-03-312026-04-08

MUNI PIMCO ETF TR7.2K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR862 shares-6.00%2026-03-312026-04-08

Sponsored

EMNT PIMCO ETF TR3.7K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC517 shares7.04%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS605 shares0.17%2026-03-312026-04-08

CSCO CISCO SYS INC4.6K shares13.38%2026-03-312026-04-08

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-08

ECL ECOLAB INC1.3K shares0.00%2026-03-312026-04-08

HON HONEYWELL INTL INC1.6K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC2.9K shares-9.30%2026-03-312026-04-08

Sponsored

NUSC NUSHARES ETF TR7.7K shares0.00%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC4.0K shares-7.01%2026-03-312026-04-08

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD7.7K sharesnew addition2026-03-312026-04-08

JMUB J P MORGAN EXCHANGE TRADED F6.8K shares0.35%2026-03-312026-04-08

DIS DISNEY WALT CO3.5K shares18.29%2026-03-312026-04-08

LLY ELI LILLY & CO364 shares1.39%2026-03-312026-04-08

L LOEWS CORP3.1K sharesnew addition2026-03-312026-04-08

V VISA INC1.1K shares0.00%2026-03-312026-04-08

Sponsored

RAFE PIMCO EQUITY SER7.9K shares-8.75%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F6.0K shares-0.84%2026-03-312026-04-08

IJR ISHARES TR2.6K shares0.00%2026-03-312026-04-08

NKE NIKE INC6.1K shares-1.61%2026-03-312026-04-08

MCD MCDONALDS CORP1.0K shares10.12%2026-03-312026-04-08

ADBE ADOBE INC1.3K shares-23.57%2026-03-312026-04-08

ORCL ORACLE CORP2.1K shares0.71%2026-03-312026-04-08

COP CONOCOPHILLIPS2.3K shares0.00%2026-03-312026-04-08

Sponsored

META META PLATFORMS INC535 shares0.00%2026-03-312026-04-08

MDLZ MONDELEZ INTL INC5.2K shares-1.87%2026-03-312026-04-08

GILD GILEAD SCIENCES INC2.2K shares-0.92%2026-03-312026-04-08

BIV VANGUARD BD INDEX FDS3.9K shares0.00%2026-03-312026-04-08

CGDG CAPITAL GROUP DIVIDEND GROWE8.3K shares-2.10%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T456 shares0.00%2026-03-312026-04-08

IQLT ISHARES TR6.4K shares0.00%2026-03-312026-04-08

TEQI T ROWE PRICE ETF INC6.5K shares0.00%2026-03-312026-04-08

Sponsored

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-04-08

NUEM NUSHARES ETF TR7.8K shares4.67%2026-03-312026-04-08

PSA PUBLIC STORAGE OPER CO1.0K shares0.48%2026-03-312026-04-08

STM STMICROELECTRONICS N V8.2K shares0.00%2026-03-312026-04-08

FDL FIRST TR EXCHANGE-TRADED FD5.5K shares0.00%2026-03-312026-04-08

TOTALENERGIES SE TOTALENERGIES SE3.0K sharesnew addition2026-03-312026-04-08

SDG ISHARES TR3.2K shares0.47%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP434 shares0.00%2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC1.3K shares5.45%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC7.2K shares0.00%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2026-03-312026-04-08

SAP SAP SE1.5K shares-7.50%2026-03-312026-04-08

HP INC HP INC13.1K shares-7.47%2026-03-312026-04-08

EFAV ISHARES TR2.7K shares0.00%2026-03-312026-04-08

SAIC SCIENCE APPLICATIONS INTL CO2.6K shares0.00%2026-03-312026-04-08

IDEV ISHARES TR3.0K shares14.25%2026-03-312026-04-08

Sponsored

IWF ISHARES TR574 shares0.00%2026-03-312026-04-08

TXN TEXAS INSTRS INC1.2K shares0.08%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP2.5K shares-0.28%2026-03-312026-04-08

LCR MANAGED PORTFOLIO SERIES6.4K shares0.00%2026-03-312026-04-08

IBB ISHARES TR1.4K shares0.00%2026-03-312026-04-08

IWB ISHARES TR663 shares0.00%2026-03-312026-04-08

EAOA ISHARES TR5.8K shares-20.16%2026-03-312026-04-08

BDX BECTON DICKINSON & CO1.5K shares-0.07%2026-03-312026-04-08

Sponsored

SNY SANOFI SA4.7K sharesnew addition2026-03-312026-04-08

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-04-08

JBND J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L5.7K sharesnew addition2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR8.4K shares-6.96%2026-03-312026-04-08

MEM MATTHEWS ASIA FDS5.7K sharesnew addition2026-03-312026-04-08

TGRW T ROWE PRICE ETF INC5.2K shares-4.02%2026-03-312026-04-08

JCI JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-03-312026-04-08

Sponsored

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-08

AOA ISHARES TR2.3K sharesnew addition2026-03-312026-04-08

CAG CONAGRA BRANDS INC10.0K shares0.00%2026-03-312026-04-08

PLRX PLIANT THERAPEUTICS INC100.2K shares0.00%2026-03-312026-04-08

EQWL

INVESCO EXCHANGE TRADED FD T

-0.17%

Shares311.4K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

-1.35%

Shares335.8K

Event2026-03-31

Filed2026-04-08

JCPB

J P MORGAN EXCHANGE TRADED F

2.83%

Shares457.3K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

2.51%

Shares843.7K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

3.79%

Shares608.3K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

-0.77%

Shares109.9K

Event2026-03-31

Filed2026-04-08

NDSN

NORDSON CORP

-0.62%

Shares44.4K

Event2026-03-31

Filed2026-04-08

JMEE

J P MORGAN EXCHANGE TRADED F

-1.66%

Shares175.4K

Event2026-03-31

Filed2026-04-08

IWY

ISHARES TR

4.44%

Shares41.0K

Event2026-03-31

Filed2026-04-08

EDIV

SPDR INDEX SHS FDS

-0.76%

Shares256.3K

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

3.48%

Shares99.1K

Event2026-03-31

Filed2026-04-08

CGMS

CAPITAL GRP FIXED INCM ETF T

1.65%

Shares296.2K

Event2026-03-31

Filed2026-04-08

NEAR

ISHARES U S ETF TR

16.62%

Shares140.0K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-1.14%

Shares259.4K

Event2026-03-31

Filed2026-04-08

EUSB

ISHARES TR

11.43%

Shares143.6K

Event2026-03-31

Filed2026-04-08

NUDV

NUSHARES ETF TR

4.22%

Shares183.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-1.43%

Shares14.2K

Event2026-03-31

Filed2026-04-08

EAGG

ISHARES TR

11.88%

Shares109.6K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.22%

Shares16.7K

Event2026-03-31

Filed2026-04-08

ACCENTURE PLC IRELAND

0.56%

Shares20.5K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

1.74%

Shares14.4K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

-20.00%

Shares4

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

36.39%

Shares48.7K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

1.61%

Shares10.1K

Event2026-03-31

Filed2026-04-08

CMI

CUMMINS INC

-40.35%

Shares3.9K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

5.41%

Shares24.3K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-0.05%

Shares7.6K

Event2026-03-31

Filed2026-04-08

NUDM

NUSHARES ETF TR

3.56%

Shares55.2K

Event2026-03-31

Filed2026-04-08

BROOKFIELD CORP

New

Shares46.2K

Event2026-03-31

Filed2026-04-08

SUSL

ISHARES TR

10.78%

Shares16.1K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-0.39%

Shares57.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

25.25%

Shares8.2K

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

680.60%

Shares16.1K

Event2026-03-31

Filed2026-04-08

PLDR

PUTNAM ETF TRUST

11.44%

Shares46.2K

Event2026-03-31

Filed2026-04-08

XEL

XCEL ENERGY INC

-0.39%

Shares19.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-1.57%

Shares6.3K

Event2026-03-31

Filed2026-04-08

SUSA

ISHARES TR

-5.71%

Shares10.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-2.09%

Shares5.2K

Event2026-03-31

Filed2026-04-08

PHO

INVESCO EXCHANGE TRADED FD T

0.08%

Shares20.2K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

0.00%

Shares27.3K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

NULV

NUSHARES ETF TR

6.64%

Shares27.1K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

-1.70%

Shares37.4K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-2.65%

Shares1.9K

Event2026-03-31

Filed2026-04-08

CRBN

ISHARES TR

2.08%

Shares5.2K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

5.50%

Shares10.6K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

8.44%

Shares6.2K

Event2026-03-31

Filed2026-04-08

DSI

ISHARES TR

-1.26%

Shares8.9K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares34.1K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-0.89%

Shares6.1K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

2.38%

Shares7.2K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

154.39%

Shares2.1K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

EAOR

ISHARES TR

76.93%

Shares29.0K

Event2026-03-31

Filed2026-04-08

ACWV

ISHARES INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

1.72%

Shares12.9K

Event2026-03-31

Filed2026-04-08

FICO

FAIR ISAAC CORP

0.00%

Shares900

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-1.00%

Shares6.4K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares31.1K

Event2026-03-31

Filed2026-04-08

AOR

ISHARES TR

202.00%

Shares14.0K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

-5.19%

Shares4.8K

Event2026-03-31

Filed2026-04-08

JPEM

J P MORGAN EXCHANGE TRADED F

-0.25%

Shares14.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-2.08%

Shares8.8K

Event2026-03-31

Filed2026-04-08

ASML

ASML HLDG NV

-4.59%

Shares623

Event2026-03-31

Filed2026-04-08

IYH

ISHARES TR

-2.22%

Shares13.2K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-08

ESML

ISHARES TR

-1.44%

Shares16.9K

Event2026-03-31

Filed2026-04-08

EEMV

ISHARES INC

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-08

IGRO

ISHARES TR

0.07%

Shares9.2K

Event2026-03-31

Filed2026-04-08

ESGE

ISHARES INC

0.09%

Shares16.8K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-10.20%

Shares7.7K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

7.82%

Shares15.1K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

-0.79%

Shares2.1K

Event2026-03-31

Filed2026-04-08

PUTNAM ETF TRUST

New

Shares82.1K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-1.15%

Shares5.6K

Event2026-03-31

Filed2026-04-08

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-08

DAL

DELTA AIR LINES INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

4.55%

Shares8.1K

Event2026-03-31

Filed2026-04-08

DEERE & CO

4.36%

Shares1.1K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

5.62%

Shares3.8K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

6.59%

Shares12.2K

Event2026-03-31

Filed2026-04-08

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-08

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-08

EFAX

SPDR INDEX SHS FDS

2.38%

Shares11.5K

Event2026-03-31

Filed2026-04-08

NVO

NOVO-NORDISK A S

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

0.47%

Shares7.6K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

10.66%

Shares540

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

0.71%

Shares1.4K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

-1.09%

Shares18.1K

Event2026-03-31

Filed2026-04-08

IXJ

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-08

FENI

FIDELITY COVINGTON TRUST

2.24%

Shares13.4K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-4.68%

Shares1.5K

Event2026-03-31

Filed2026-04-08

UNILEVER PLC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

-3.04%

Shares3.3K

Event2026-03-31

Filed2026-04-08

GSK PLC

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-08

IYF

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

EAOM

ISHARES TR

New

Shares15.2K

Event2026-03-31

Filed2026-04-08

TIGO

MILLICOM INTL CELLULAR S A

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

LAM RESEARCH CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

EVR

EVERCORE INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

RSPE

INVESCO EXCH TRADED FD TR II

15.38%

Shares14.2K

Event2026-03-31

Filed2026-04-08

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

0.00%

Shares904

Event2026-03-31

Filed2026-04-08

USB

US BANCORP

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

New

Shares4.1K

Event2026-03-31

Filed2026-04-08

MUNI

PIMCO ETF TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-6.00%

Shares862

Event2026-03-31

Filed2026-04-08

EMNT

PIMCO ETF TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

7.04%

Shares517

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.17%

Shares605

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

13.38%

Shares4.6K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-9.30%

Shares2.9K

Event2026-03-31

Filed2026-04-08

NUSC

NUSHARES ETF TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-08

MEDTRONIC PLC

-7.01%

Shares4.0K

Event2026-03-31

Filed2026-04-08

BROOKFIELD ASSET MANAGMT LTD

New

Shares7.7K

Event2026-03-31

Filed2026-04-08

JMUB

J P MORGAN EXCHANGE TRADED F

0.35%

Shares6.8K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

18.29%

Shares3.5K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

1.39%

Shares364

Event2026-03-31

Filed2026-04-08

LOEWS CORP

New

Shares3.1K

Event2026-03-31

Filed2026-04-08

VISA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

RAFE

PIMCO EQUITY SER

-8.75%

Shares7.9K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-0.84%

Shares6.0K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-08

NKE

NIKE INC

-1.61%

Shares6.1K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

10.12%

Shares1.0K

Event2026-03-31

Filed2026-04-08

ADBE

ADOBE INC

-23.57%

Shares1.3K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

0.71%

Shares2.1K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08