Sponsored

The Analysis of BOS Asset Management, LLC's Holdings & P&L

Currently, BOS Asset Management, LLC holds 200 types of securities in its portfolio with a total value $391.5M. In the most recent quarter, they have increased their positions in PULS (+91.2K shares, valued at $4.5M), YEAR (+61.2K shares, valued at $3.1M), DFSD (+52.7K shares, valued at $2.5M); decreased their positions in IVV (-1.2K shares, valued at $802.8K), VTI (-2.4K shares, valued at $756.8K), SLV (-6.9K shares, valued at $470.0K); initiated new positions in DVN (+42.9K shares, valued at $2.2M), ES (+13.8K shares, valued at $954.3K), GRID (+3.0K shares, valued at $486.7K).

1M P&L

+12.4M+3.11%

3M P&L

-972.7K-0.24%

HY P&L

+23.1M+5.95%

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/A288.8M

77.8%

2Semiconductors14.4M

3.9%

3Consumer Electronics7.9M

2.1%

Top Industries by Stock Count

1N/A107 stocks

59.4%

2Semiconductors7 stocks

3.9%

3Asset Management4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

YEAR AB ACTIVE ETFS INC953.6K shares6.86%2026-03-312026-04-08

TLT ISHARES TR208.3K shares-0.13%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T27.2K shares0.84%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST381.4K shares2.11%2026-03-312026-04-08

IUSG ISHARES TR76.9K shares7.55%2026-03-312026-04-08

PULS PGIM ETF TR223.3K shares69.07%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST312.0K shares-1.15%2026-03-312026-04-08

QUAL ISHARES TR45.1K shares4.74%2026-03-312026-04-08

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II239.6K shares-0.20%2026-03-312026-04-08

AAPL APPLE INC31.2K shares-0.15%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR158.9K shares9.76%2026-03-312026-04-08

GTO INVESCO ACTIVELY MANAGED EXC154.7K shares10.16%2026-03-312026-04-08

NVDA NVIDIA CORPORATION38.9K shares-5.55%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST134.6K shares64.40%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR102.4K shares-2.02%2026-03-312026-04-08

LLY ELI LILLY & CO6.5K shares1.71%2026-03-312026-04-08

Sponsored

JPST J P MORGAN EXCHANGE TRADED F116.7K shares2.23%2026-03-312026-04-08

PFF ISHARES TR166.8K shares-0.48%2026-03-312026-04-08

FWD AB ACTIVE ETFS INC46.5K shares3.07%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS75.0K shares-2.05%2026-03-312026-04-08

USB US BANCORP90.5K shares0.64%2026-03-312026-04-08

BARRICK MNG CORP BARRICK MNG CORP108.8K shares-2.17%2026-03-312026-04-08

IVV ISHARES TR6.7K shares-15.49%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS49.0K shares3.67%2026-03-312026-04-08

Sponsored

BINC BLACKROCK ETF TRUST II82.6K shares20.58%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO14.6K shares1.88%2026-03-312026-04-08

CAT CATERPILLAR INC5.7K shares-7.00%2026-03-312026-04-08

XHB SPDR SERIES TRUST39.3K shares-0.68%2026-03-312026-04-08

CAIE CALAMOS ETF TR153.7K shares24.73%2026-03-312026-04-08

IUSB ISHARES TR82.8K shares3.79%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC11.2K shares-3.75%2026-03-312026-04-08

ETFS GOLD TR ETFS GOLD TR70.7K shares-0.56%2026-03-312026-04-08

Sponsored

VB VANGUARD INDEX FDS11.6K shares0.53%2026-03-312026-04-08

XOM EXXON MOBIL CORP16.8K shares1.17%2026-03-312026-04-08

MSFT MICROSOFT CORP7.5K shares7.07%2026-03-312026-04-08

GLD SPDR GOLD TR6.1K shares-10.74%2026-03-312026-04-08

VTI VANGUARD INDEX FDS6.9K shares-25.49%2026-03-312026-04-08

DVN DEVON ENERGY CORP NEW42.9K sharesnew addition2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS10.0K shares0.00%2026-03-312026-04-08

IDU ISHARES TR18.0K shares-7.02%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC6.6K shares8.91%2026-03-312026-04-08

VTV VANGUARD INDEX FDS10.0K shares4.64%2026-03-312026-04-08

CEF SPROTT ASSET MANAGEMENT LP40.2K shares-9.24%2026-03-312026-04-08

XLB SELECT SECTOR SPDR TR37.6K shares-5.76%2026-03-312026-04-08

CVX CHEVRON CORPORATION8.9K shares0.52%2026-03-312026-04-08

VO VANGUARD INDEX FDS6.1K shares2.11%2026-03-312026-04-08

XME SPDR SERIES TRUST15.8K shares-2.23%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC4.9K shares-4.32%2026-03-312026-04-08

Sponsored

VZ VERIZON COMMUNICATIONS INC32.9K shares1.66%2026-03-312026-04-08

KLAC KLA CORP1.1K shares-7.95%2026-03-312026-04-08

SLV ISHARES SILVER TR22.3K shares-23.60%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST24.1K shares-0.76%2026-03-312026-04-08

META META PLATFORMS INC2.6K shares-1.92%2026-03-312026-04-08

MBB ISHARES TR15.4K shares1.33%2026-03-312026-04-08

AMZN AMAZON COM INC7.0K shares3.09%2026-03-312026-04-08

SOVF ELEVATION SERIES TRUST52.7K shares9.05%2026-03-312026-04-08

Sponsored

HD HOME DEPOT INC3.9K shares0.73%2026-03-312026-04-08

VGT VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP5.8K shares0.00%2026-03-312026-04-08

DGRO ISHARES TR17.3K shares135.53%2026-03-312026-04-08

ORCL ORACLE CORP8.2K shares294.56%2026-03-312026-04-08

DIVO AMPLIFY ETF TR26.7K shares0.00%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.3K shares1.32%2026-03-312026-04-08

IGLD FIRST TR EXCHANGE-TRADED FD43.7K shares0.12%2026-03-312026-04-08

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares2.61%2026-03-312026-04-08

TLH ISHARES TR11.0K shares3.24%2026-03-312026-04-08

TPLC TIMOTHY PLAN23.8K shares4.15%2026-03-312026-04-08

TIP ISHARES TR9.9K shares0.00%2026-03-312026-04-08

SIVR ABRDN SILVER ETF TRUST15.2K shares-12.78%2026-03-312026-04-08

ALPS ETF TR ALPS ETF TR20.7K shares314.14%2026-03-312026-04-08

CSCO CISCO SYS INC14.0K shares-0.82%2026-03-312026-04-08

CLOA BLACKROCK ETF TRUST II19.3K shares0.00%2026-03-312026-04-08

Sponsored

ICLO INVESCO ACTIVELY MANAGED EXC39.0K shares0.00%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR19.7K shares0.00%2026-03-312026-04-08

JSI JANUS DETROIT STR TR19.0K shares0.00%2026-03-312026-04-08

MTBA SIMPLIFY EXCHANGE TRADED FUN19.8K shares34.34%2026-03-312026-04-08

ES EVERSOURCE ENERGY13.8K sharesnew addition2026-03-312026-04-08

WMT WALMART INC7.6K shares0.28%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC4.5K shares-2.27%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST23.5K shares0.02%2026-03-312026-04-08

Sponsored

T AT&T INC30.7K shares-6.26%2026-03-312026-04-08

SRLN SSGA ACTIVE ETF TR22.0K shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F16.2K shares-2.23%2026-03-312026-04-08

IAGG ISHARES TR16.9K shares6.27%2026-03-312026-04-08

VUG VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.9K shares7.17%2026-03-312026-04-08

DFEV DIMENSIONAL ETF TRUST23.0K shares7.17%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.9K shares0.95%2026-03-312026-04-08

Sponsored

INTC INTEL CORP18.1K shares-2.88%2026-03-312026-04-08

AIQ GLOBAL X FDS17.0K shares0.16%2026-03-312026-04-08

BKLN INVESCO EXCH TRADED FD TR II37.9K shares0.00%2026-03-312026-04-08

WFC-PL WELLS FARGO & CO658 shares0.00%2026-03-312026-04-08

BAC-PL BANK AMERICA CORP633 shares0.00%2026-03-312026-04-08

MA MASTERCARD INCORPORATED1.5K shares0.74%2026-03-312026-04-08

CL COLGATE PALMOLIVE CO8.7K shares0.00%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION730 shares2.10%2026-03-312026-04-08

Sponsored

VPU VANGUARD WORLD FD3.7K shares-6.09%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2026-03-312026-04-08

STIP ISHARES TR6.6K shares4.01%2026-03-312026-04-08

GOVT ISHARES TR29.6K shares3.95%2026-03-312026-04-08

MSIF MSC INCOME FUND INC55.3K shares50.04%2026-03-312026-04-08

UNM UNUM GROUP9.2K shares-19.00%2026-03-312026-04-08

MCD MCDONALDS CORP2.1K shares1.27%2026-03-312026-04-08

GEV GE VERNOVA INC725 shares0.28%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO4.3K shares19.69%2026-03-312026-04-08

ISPY PROSHARES TR14.3K shares0.00%2026-03-312026-04-08

KR KROGER CO8.4K shares0.00%2026-03-312026-04-08

TOTALENERGIES SE TOTALENERGIES SE6.6K shares0.00%2026-03-312026-04-08

RSG REPUBLIC SVCS INC2.7K shares4.80%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC4.9K shares1.73%2026-03-312026-04-08

GM GENERAL MTRS CO7.9K shares-1.23%2026-03-312026-04-08

DFAW DIMENSIONAL ETF TRUST7.9K shares2.25%2026-03-312026-04-08

Sponsored

DFIV DIMENSIONAL ETF TRUST10.9K shares13.96%2026-03-312026-04-08

BOTZ GLOBAL X FDS16.8K shares-1.13%2026-03-312026-04-08

VGK VANGUARD INTL EQUITY INDEX F6.7K shares0.10%2026-03-312026-04-08

VDE VANGUARD WORLD FD3.1K shares0.32%2026-03-312026-04-08

SILA SILA REALTY TRUST INC22.5K shares0.00%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST13.6K shares32.63%2026-03-312026-04-08

SO SOUTHERN CO5.4K shares0.81%2026-03-312026-04-08

GRMN GARMIN LTD2.3K shares0.00%2026-03-312026-04-08

Sponsored

CITIGROUP INC CITIGROUP INC4.6K shares-0.89%2026-03-312026-04-08

IVW ISHARES TR4.5K shares0.00%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2026-03-312026-04-08

ASML ASML HLDG NV377 shares0.00%2026-03-312026-04-08

URI UNITED RENTALS INC683 shares16.16%2026-03-312026-04-08

TSLA TESLA INC1.3K shares7.62%2026-03-312026-04-08

GRID FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2026-03-312026-04-08

VIGI VANGUARD WHITEHALL FDS5.3K shares0.00%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.9K shares0.00%2026-03-312026-04-08

IJH ISHARES TR6.9K shares0.58%2026-03-312026-04-08

BAC BANK AMERICA CORP9.5K shares-2.54%2026-03-312026-04-08

ALPHABET INC ALPHABET INC1.6K shares10.89%2026-03-312026-04-08

ICVT ISHARES TR4.5K shares-1.04%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.8K shares5.72%2026-03-312026-04-08

NFLX NETFLIX INC.4.6K sharesnew addition2026-03-312026-04-08

EMB ISHARES TR4.8K shares1.28%2026-03-312026-04-08

Sponsored

LNC LINCOLN NATL CORP IND12.3K shares-1.40%2026-03-312026-04-08

VHT VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-08

FIX COMFORT SYS USA INC300 shares0.00%2026-03-312026-04-08

IWM ISHARES TR1.6K shares0.00%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST10.9K shares0.04%2026-03-312026-04-08

F FORD MTR CO33.4K shares-0.38%2026-03-312026-04-08

GSG ISHARES S&P GSCI COMMODITY-11.3K shares0.00%2026-03-312026-04-08

OKE ONEOK INC NEW4.0K shares-5.69%2026-03-312026-04-08

Sponsored

OEF ISHARES TR1.1K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC2.3K shares0.00%2026-03-312026-04-08

CNRG SPDR SERIES TRUST3.6K shares8.33%2026-03-312026-04-08

SUSL ISHARES TR2.9K shares0.00%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR12.9K shares0.00%2026-03-312026-04-08

FLJP FRANKLIN TEMPLETON ETF TR8.8K shares3.66%2026-03-312026-04-08

KO COCA COLA CO4.1K shares16.69%2026-03-312026-04-08

LINDE PLC LINDE PLC635 shares22.59%2026-03-312026-04-08

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares3.74%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP3.3K shares0.00%2026-03-312026-04-08

BUG GLOBAL X FDS12.1K shares47.61%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC835 shares4.38%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST6.2K shares0.55%2026-03-312026-04-08

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD23.6K shares5.05%2026-03-312026-04-08

KNG FIRST TR EXCHANGE-TRADED FD6.0K shares-6.99%2026-03-312026-04-08

IJR ISHARES TR2.3K shares0.00%2026-03-312026-04-08

Sponsored

DFAS DIMENSIONAL ETF TRUST4.0K shares0.88%2026-03-312026-04-08

GDX VANECK ETF TRUST3.1K shares0.00%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC569 shares7.56%2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F2.9K shares0.03%2026-03-312026-04-08

FDX FEDEX CORP780 shares0.00%2026-03-312026-04-08

TXN TEXAS INSTRS INC1.4K shares7.93%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC1.2K shares2.57%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR3.0K shares-15.52%2026-03-312026-04-08

Sponsored

LOW LOWES COS INC1.1K shares1.91%2026-03-312026-04-08

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC2.2K shares-4.63%2026-03-312026-04-08

VTES VANGUARD WELLINGTON FD2.5K shares25.33%2026-03-312026-04-08

NOBL PROSHARES TR2.4K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.4K shares3.42%2026-03-312026-04-08

BHF BRIGHTHOUSE FINL INC4.1K shares7.83%2026-03-312026-04-08

IDV ISHARES TR5.7K shares0.00%2026-03-312026-04-08

Sponsored

DE DEERE & CO431 sharesnew addition2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L6.4K shares0.00%2026-03-312026-04-08

AIRR FIRST TR EXCHANGE TRADED FD2.2K sharesnew addition2026-03-312026-04-08

VFH VANGUARD WORLD FD1.9K shares-2.07%2026-03-312026-04-08

DBA INVESCO DB MULTI-SECTOR COMM8.5K shares0.00%2026-03-312026-04-08

EWU ISHARES TR5.0K shares0.58%2026-03-312026-04-08

DLR DIGITAL RLTY TR INC1.3K sharesnew addition2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST5.0K shares-4.02%2026-03-312026-04-08

Sponsored

DRIV GLOBAL X FDS7.1K shares-0.04%2026-03-312026-04-08

VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC254 shares1.60%2026-03-312026-04-08

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-04-08

HYDB ISHARES TR4.5K shares5.37%2026-03-312026-04-08

PEP PEPSICO INC1.4K sharesnew addition2026-03-312026-04-08

TAFM AB ACTIVE ETFS INC8.1K sharesnew addition2026-03-312026-04-08

ABBV ABBVIE INC933 sharesnew addition2026-03-312026-04-08

Sponsored

PBE INVESCO EXCHANGE TRADED FD T2.6K shares5.04%2026-03-312026-04-08

EOG EOG RES INC1.4K sharesnew addition2026-03-312026-04-08

QCOM QUALCOMM INC1.6K shares-0.95%2026-03-312026-04-08

UNP UNION PAC CORP828 sharesnew addition2026-03-312026-04-08

FSCO FS CREDIT OPPORTUNITIES CORP33.5K shares0.00%2026-03-312026-04-08

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD10.2K shares1.19%2026-03-312026-04-08

FSK FS KKR CAP CORP13.4K shares0.00%2026-03-312026-04-08

BBDC BARINGS BDC INC10.0K shares0.00%2026-03-312026-04-08

Sponsored

YEAR

AB ACTIVE ETFS INC

6.86%

Shares953.6K

Event2026-03-31

Filed2026-04-08

TLT

ISHARES TR

-0.13%

Shares208.3K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.84%

Shares27.2K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

2.11%

Shares381.4K

Event2026-03-31

Filed2026-04-08

IUSG

ISHARES TR

7.55%

Shares76.9K

Event2026-03-31

Filed2026-04-08

PULS

PGIM ETF TR

69.07%

Shares223.3K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

-1.15%

Shares312.0K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

4.74%

Shares45.1K

Event2026-03-31

Filed2026-04-08

IDHQ

INVESCO EXCH TRADED FD TR II

-0.20%

Shares239.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.15%

Shares31.2K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

9.76%

Shares158.9K

Event2026-03-31

Filed2026-04-08

GTO

INVESCO ACTIVELY MANAGED EXC

10.16%

Shares154.7K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-5.55%

Shares38.9K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

64.40%

Shares134.6K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-2.02%

Shares102.4K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

1.71%

Shares6.5K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

2.23%

Shares116.7K

Event2026-03-31

Filed2026-04-08

PFF

ISHARES TR

-0.48%

Shares166.8K

Event2026-03-31

Filed2026-04-08

FWD

AB ACTIVE ETFS INC

3.07%

Shares46.5K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-2.05%

Shares75.0K

Event2026-03-31

Filed2026-04-08

USB

US BANCORP

0.64%

Shares90.5K

Event2026-03-31

Filed2026-04-08

BARRICK MNG CORP

-2.17%

Shares108.8K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-15.49%

Shares6.7K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

3.67%

Shares49.0K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

20.58%

Shares82.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

1.88%

Shares14.6K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

-7.00%

Shares5.7K

Event2026-03-31

Filed2026-04-08

XHB

SPDR SERIES TRUST

-0.68%

Shares39.3K

Event2026-03-31

Filed2026-04-08

CAIE

CALAMOS ETF TR

24.73%

Shares153.7K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

3.79%

Shares82.8K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.75%

Shares11.2K

Event2026-03-31

Filed2026-04-08

ETFS GOLD TR

-0.56%

Shares70.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.53%

Shares11.6K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

1.17%

Shares16.8K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

7.07%

Shares7.5K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-10.74%

Shares6.1K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-25.49%

Shares6.9K

Event2026-03-31

Filed2026-04-08

DVN

DEVON ENERGY CORP NEW

New

Shares42.9K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

IDU

ISHARES TR

-7.02%

Shares18.0K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

8.91%

Shares6.6K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

4.64%

Shares10.0K

Event2026-03-31

Filed2026-04-08

CEF

SPROTT ASSET MANAGEMENT LP

-9.24%

Shares40.2K

Event2026-03-31

Filed2026-04-08

XLB

SELECT SECTOR SPDR TR

-5.76%

Shares37.6K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.52%

Shares8.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

2.11%

Shares6.1K

Event2026-03-31

Filed2026-04-08

XME

SPDR SERIES TRUST

-2.23%

Shares15.8K

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

-4.32%

Shares4.9K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

1.66%

Shares32.9K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

-7.95%

Shares1.1K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

-23.60%

Shares22.3K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

-0.76%

Shares24.1K

Event2026-03-31

Filed2026-04-08