Sponsored

The Analysis of Brady Martz Wealth Solutions, LLC's Holdings & P&L

Currently, Brady Martz Wealth Solutions, LLC holds 195 types of securities in its portfolio with a total value $586.9M. In the most recent quarter, they have increased their positions in VTI (+10.3K shares, valued at $3.3M), OUSM (+56.3K shares, valued at $2.5M), DFNM (+48.6K shares, valued at $2.3M); decreased their positions in SCHF (-229.4K shares, valued at $5.7M), SCHG (-122.0K shares, valued at $3.6M), SCHD (-102.8K shares, valued at $3.2M); initiated new positions in TGT (+9.1K shares, valued at $1.1M), ADM (+13.4K shares, valued at $971.6K), N/A (+24.8K shares, valued at $523.8K).

1M P&L

+10.1M+1.68%

3M P&L

+3.3M+0.53%

HY P&L

+43.7M+7.65%

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/A472.4M

83.8%

2Semiconductors11.0M

2.0%

3Drug Manufacturers - General7.0M

1.2%

Top Industries by Stock Count

1N/A92 stocks

51.7%

2Drug Manufacturers - General6 stocks

3.4%

3Semiconductors5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR416.0K shares2.95%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR1.1M shares-7.62%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR685.0K shares-15.12%2026-03-312026-04-15

BSVO EA SERIES TRUST779.1K shares8.88%2026-03-312026-04-15

VGIT VANGUARD SCOTTSDALE FDS331.5K shares6.29%2026-03-312026-04-15

AVDV AMERICAN CENTY ETF TR193.2K shares11.09%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR620.1K shares-14.22%2026-03-312026-04-15

DFSD DIMENSIONAL ETF TRUST341.2K shares5.66%2026-03-312026-04-15

Sponsored

VTI VANGUARD INDEX FDS44.6K shares29.85%2026-03-312026-04-15

IDOG ALPS ETF TR341.7K shares-0.11%2026-03-312026-04-15

DUHP DIMENSIONAL ETF TRUST361.2K shares12.49%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST374.9K shares7.41%2026-03-312026-04-15

DFNM DIMENSIONAL ETF TRUST247.7K shares24.39%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR457.0K shares-33.42%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS218.4K shares6.39%2026-03-312026-04-15

IDEV ISHARES TR128.4K shares8.67%2026-03-312026-04-15

Sponsored

DIHP DIMENSIONAL ETF TRUST329.6K shares9.82%2026-03-312026-04-15

HYMB SPDR SERIES TRUST405.3K shares-1.05%2026-03-312026-04-15

EFV ISHARES TR114.7K shares-0.07%2026-03-312026-04-15

NVDA NVIDIA CORPORATION41.7K shares19.37%2026-03-312026-04-15

CWI SPDR INDEX SHS FDS178.3K shares0.00%2026-03-312026-04-15

BROADCOM INC BROADCOM INC20.4K shares2.97%2026-03-312026-04-15

AAPL APPLE INC23.9K shares50.46%2026-03-312026-04-15

SPTM SPDR SERIES TRUST76.1K shares0.00%2026-03-312026-04-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F105.1K shares-22.92%2026-03-312026-04-15

IEMG ISHARES INC77.9K shares-21.57%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR47.9K shares-9.22%2026-03-312026-04-15

FMB FIRST TR EXCH TRADED FD III100.0K shares-0.30%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS77.7K shares0.34%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS22.2K shares0.31%2026-03-312026-04-15

MMIT NEW YORK LIFE INVTS ACTIVE E175.0K shares-1.96%2026-03-312026-04-15

IDV ISHARES TR89.4K shares0.48%2026-03-312026-04-15

Sponsored

IWP ISHARES TR29.2K shares-22.51%2026-03-312026-04-15

MSFT MICROSOFT CORP10.1K shares47.33%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO12.0K shares18.78%2026-03-312026-04-15

IWS ISHARES TR24.2K shares-24.64%2026-03-312026-04-15

ALPHABET INC ALPHABET INC12.1K shares32.61%2026-03-312026-04-15

AMZN AMAZON COM INC16.5K shares61.42%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR39.7K shares-0.17%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR135.8K shares-14.57%2026-03-312026-04-15

Sponsored

EWX SPDR INDEX SHS FDS46.5K shares58.30%2026-03-312026-04-15

SPYV SPDR SERIES TRUST52.9K shares1.75%2026-03-312026-04-15

DON WISDOMTREE TR55.4K shares0.07%2026-03-312026-04-15

OUSM ALPS ETF TR65.8K shares588.49%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F51.9K shares-0.16%2026-03-312026-04-15

DISV DIMENSIONAL ETF TRUST70.2K shares-0.14%2026-03-312026-04-15

META META PLATFORMS INC4.7K shares44.01%2026-03-312026-04-15

HD HOME DEPOT INC8.1K shares17.08%2026-03-312026-04-15

Sponsored

VXUS VANGUARD STAR FDS33.2K shares0.05%2026-03-312026-04-15

IWN ISHARES TR13.5K shares-24.89%2026-03-312026-04-15

DFSV DIMENSIONAL ETF TRUST72.8K shares1.37%2026-03-312026-04-15

IWF ISHARES TR6.0K shares-2.65%2026-03-312026-04-15

HYD VANECK ETF TRUST50.3K shares-8.00%2026-03-312026-04-15

CVX CHEVRON CORPORATION12.1K shares-9.69%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC20.1K shares9.76%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares23.05%2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP13.7K shares4.70%2026-03-312026-04-15

JMUB J P MORGAN EXCHANGE TRADED F46.5K shares-1.59%2026-03-312026-04-15

NFLX NETFLIX INC.23.7K shares26.70%2026-03-312026-04-15

KO COCA COLA CO29.3K shares9.49%2026-03-312026-04-15

HFGM TIDAL TRUST I68.3K shares125.01%2026-03-312026-04-15

V VISA INC7.1K shares30.90%2026-03-312026-04-15

PJIO PGIM ETF TR38.8K shares448.03%2026-03-312026-04-15

AMGN AMGEN INC6.0K shares21.54%2026-03-312026-04-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares72.59%2026-03-312026-04-15

SLYV SPDR SERIES TRUST21.7K shares-0.37%2026-03-312026-04-15

TSLA TESLA INC5.4K shares23.03%2026-03-312026-04-15

ABBV ABBVIE INC8.8K shares20.96%2026-03-312026-04-15

SLYG SPDR SERIES TRUST19.0K shares-39.37%2026-03-312026-04-15

QUAL ISHARES TR9.5K shares17.54%2026-03-312026-04-15

TXN TEXAS INSTRS INC9.2K shares-16.44%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS6.9K shares-14.03%2026-03-312026-04-15

Sponsored

MO ALTRIA GROUP INC24.9K shares13.51%2026-03-312026-04-15

DFAX DIMENSIONAL ETF TRUST47.6K shares0.00%2026-03-312026-04-15

VOT VANGUARD INDEX FDS6.1K shares0.34%2026-03-312026-04-15

CSCO CISCO SYS INC19.4K shares24.41%2026-03-312026-04-15

VUG VANGUARD INDEX FDS3.4K shares-0.29%2026-03-312026-04-15

MUB ISHARES TR13.8K shares1.62%2026-03-312026-04-15

ORCL ORACLE CORP9.9K shares58.93%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS15.1K shares-2.42%2026-03-312026-04-15

Sponsored

LMT LOCKHEED MARTIN CORP2.1K shares-14.90%2026-03-312026-04-15

WMT WALMART INC10.2K shares33.58%2026-03-312026-04-15

LLY ELI LILLY & CO1.4K shares20.95%2026-03-312026-04-15

COP CONOCOPHILLIPS9.5K shares0.31%2026-03-312026-04-15

APLU ALLSPRING EXCHANGE TRADED FU49.8K shares70.99%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC24.2K shares-7.75%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC1.2K shares-3.89%2026-03-312026-04-15

IJH ISHARES TR17.0K shares119.28%2026-03-312026-04-15

Sponsored

SPTL SPDR SERIES TRUST42.6K shares-13.25%2026-03-312026-04-15

CAT CATERPILLAR INC1.6K shares39.68%2026-03-312026-04-15

TGT TARGET CORP9.1K sharesnew addition2026-03-312026-04-15

PG PROCTER & GAMBLE CO7.6K shares17.99%2026-03-312026-04-15

VLO VALERO ENERGY CORP4.4K shares-13.27%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE3.8K shares28.93%2026-03-312026-04-15

BAC BANK AMERICA CORP21.8K shares-18.44%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION1.0K shares-14.12%2026-03-312026-04-15

Sponsored

MDYV SPDR SERIES TRUST11.8K shares-12.41%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON4.0K shares-16.25%2026-03-312026-04-15

ADM ARCHER DANIELS MIDLAND CO13.4K sharesnew addition2026-03-312026-04-15

MUNI PIMCO ETF TR18.3K shares-1.71%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares-6.24%2026-03-312026-04-15

IXUS ISHARES TR10.2K shares3.63%2026-03-312026-04-15

PEP PEPSICO INC5.6K shares-8.78%2026-03-312026-04-15

FLRN SPDR SERIES TRUST27.9K shares-10.16%2026-03-312026-04-15

Sponsored

AMD ADVANCED MICRO DEVICES INC4.1K shares-3.99%2026-03-312026-04-15

ECG EVERUS CONSTR GROUP6.8K shares0.00%2026-03-312026-04-15

NOW SERVICENOW INC7.6K shares29.49%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares58.12%2026-03-312026-04-15

EMXC ISHARES INC9.4K shares-14.98%2026-03-312026-04-15

SUB ISHARES TR6.9K shares6.94%2026-03-312026-04-15

INTU INTUIT1.7K shares53.82%2026-03-312026-04-15

EBAY EBAY INC.7.9K shares81.72%2026-03-312026-04-15

Sponsored

USB US BANCORP13.7K shares-47.49%2026-03-312026-04-15

MMM 3M CO4.8K shares-5.01%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC2.6K shares-14.05%2026-03-312026-04-15

IQLT ISHARES TR14.5K shares0.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS3.2K shares14.64%2026-03-312026-04-15

IVV ISHARES TR902 shares54.72%2026-03-312026-04-15

MDYG SPDR SERIES TRUST6.1K shares-20.55%2026-03-312026-04-15

VBK VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-15

Sponsored

DHI D R HORTON INC4.2K shares61.24%2026-03-312026-04-15

MDU MDU RES GROUP INC27.5K shares0.05%2026-03-312026-04-15

KNF KNIFE RIVER CORP6.8K shares0.00%2026-03-312026-04-15

EOG EOG RES INC3.8K shares-54.86%2026-03-312026-04-15

DE DEERE & CO969 shares-12.47%2026-03-312026-04-15

KKR & CO INC KKR & CO INC5.8K shares67.69%2026-03-312026-04-15

IWO ISHARES TR1.7K shares-60.61%2026-03-312026-04-15

USMV ISHARES TR5.7K shares0.00%2026-03-312026-04-15

Sponsored

PFE PFIZER INC18.7K shares-64.25%2026-03-312026-04-15

TIDAL TRUST I TIDAL TRUST I24.8K sharesnew addition2026-03-312026-04-15

VOE VANGUARD INDEX FDS2.8K shares10.77%2026-03-312026-04-15

WAL WESTERN ALLIANCE BANCORP7.0K shares65.62%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC3.0K sharesnew addition2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR835 shares67.00%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN2.3K shares-41.19%2026-03-312026-04-15

CMI CUMMINS INC839 shares-1.41%2026-03-312026-04-15

Sponsored

DSTL ETF SER SOLUTIONS7.8K shares29.19%2026-03-312026-04-15

NLR VANECK ETF TRUST3.3K sharesnew addition2026-03-312026-04-15

SMH VANECK ETF TRUST1.2K shares0.00%2026-03-312026-04-15

WFC WELLS FARGO & CO5.5K shares0.40%2026-03-312026-04-15

FLCC FEDERATED HERMES ETF TRUST14.1K shares29.62%2026-03-312026-04-15

FAST FASTENAL CO9.3K shares-9.63%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO1.4K shares-8.40%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST5.9K shares0.66%2026-03-312026-04-15

Sponsored

VGT VANGUARD WORLD FD583 shares-19.36%2026-03-312026-04-15

IJR ISHARES TR3.3K shares58.71%2026-03-312026-04-15

QTUM ETF SER SOLUTIONS3.7K sharesnew addition2026-03-312026-04-15

T AT&T INC13.4K shares-15.07%2026-03-312026-04-15

XAR SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-04-15

ASML ASML HLDG NV271 shares37.56%2026-03-312026-04-15

BKNG BOOKING HOLDINGS INC84 shares-42.07%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC1.0K shares-54.11%2026-03-312026-04-15

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares24.28%2026-03-312026-04-15

GEV GE VERNOVA INC380 shares-11.63%2026-03-312026-04-15

NEM NEWMONT CORP3.0K shares19.74%2026-03-312026-04-15

JPIB J P MORGAN EXCHANGE TRADED F6.4K shares2.79%2026-03-312026-04-15

LINDE PLC LINDE PLC621 shares-41.91%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC665 shares-32.49%2026-03-312026-04-15

IVW ISHARES TR2.7K shares0.07%2026-03-312026-04-15

SPG SIMON PPTY GROUP INC NEW1.6K sharesnew addition2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC1.0K shares3.18%2026-03-312026-04-15

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-15

MA MASTERCARD INCORPORATED551 shares-31.98%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T416 shares-0.95%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP2.7K shares-51.95%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2026-03-312026-04-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP727 sharesnew addition2026-03-312026-04-15

LDOS LEIDOS HOLDINGS INC1.6K sharesnew addition2026-03-312026-04-15

UNP UNION PAC CORP1.0K shares11.00%2026-03-312026-04-15

LINC LINCOLN EDL SVCS CORP6.1K sharesnew addition2026-03-312026-04-15

PCMM BONDBLOXX ETF TRUST5.0K sharesnew addition2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC680 sharesnew addition2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC892 shares-33.03%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC484 shares-44.18%2026-03-312026-04-15

Sponsored

AGG ISHARES TR2.4K shares-6.40%2026-03-312026-04-15

AEHR AEHR TEST SYS6.3K sharesnew addition2026-03-312026-04-15

EFA ISHARES TR2.4K shares0.00%2026-03-312026-04-15

MS MORGAN STANLEY1.4K sharesnew addition2026-03-312026-04-15

QQQE DIREXION SHARES ETF TRUST2.4K shares0.13%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR8.8K sharesnew addition2026-03-312026-04-15

FTI TECHNIPFMC PLC3.2K sharesnew addition2026-03-312026-04-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO3.6K shares-6.56%2026-03-312026-04-15

CRM SALESFORCE INC1.1K shares-40.09%2026-03-312026-04-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.8K sharesnew addition2026-03-312026-04-15

UTI UNIVERSAL TECHNICAL INST INC5.6K sharesnew addition2026-03-312026-04-15

MMC MARSH & MCLENNAN COS INC1.2K sharesnew addition2026-03-312026-04-15

EC ECOPETROL S A12.8K sharesnew addition2026-03-312026-04-15

SVM SILVERCORP METALS INC16.7K shares46.67%2026-03-312026-04-15

LIND LINDBLAD EXPEDITIONS HLDGS I10.0K sharesnew addition2026-03-312026-04-15

Sponsored

GILT GILAT SATELLITE NETWORKS LTD11.5K sharesnew addition2026-03-312026-04-15

HLIT HARMONIC INC16.0K sharesnew addition2026-03-312026-04-15

SPOK SPOK HLDGS INC12.2K sharesnew addition2026-03-312026-04-15

ITOT

ISHARES TR

2.95%

Shares416.0K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

-7.62%

Shares1.1M

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

-15.12%

Shares685.0K

Event2026-03-31

Filed2026-04-15

BSVO

EA SERIES TRUST

8.88%

Shares779.1K

Event2026-03-31

Filed2026-04-15

VGIT

VANGUARD SCOTTSDALE FDS

6.29%

Shares331.5K

Event2026-03-31

Filed2026-04-15

AVDV

AMERICAN CENTY ETF TR

11.09%

Shares193.2K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-14.22%

Shares620.1K

Event2026-03-31

Filed2026-04-15

DFSD

DIMENSIONAL ETF TRUST

5.66%

Shares341.2K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

29.85%

Shares44.6K

Event2026-03-31

Filed2026-04-15

IDOG

ALPS ETF TR

-0.11%

Shares341.7K

Event2026-03-31

Filed2026-04-15

DUHP

DIMENSIONAL ETF TRUST

12.49%

Shares361.2K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

7.41%

Shares374.9K

Event2026-03-31

Filed2026-04-15

DFNM

DIMENSIONAL ETF TRUST

24.39%

Shares247.7K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

-33.42%

Shares457.0K

Event2026-03-31

Filed2026-04-15

VTIP

VANGUARD MALVERN FDS

6.39%

Shares218.4K

Event2026-03-31

Filed2026-04-15

IDEV

ISHARES TR

8.67%

Shares128.4K

Event2026-03-31

Filed2026-04-15

DIHP

DIMENSIONAL ETF TRUST

9.82%

Shares329.6K

Event2026-03-31

Filed2026-04-15

HYMB

SPDR SERIES TRUST

-1.05%

Shares405.3K

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

-0.07%

Shares114.7K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

19.37%

Shares41.7K

Event2026-03-31

Filed2026-04-15

CWI

SPDR INDEX SHS FDS

0.00%

Shares178.3K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

2.97%

Shares20.4K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

50.46%

Shares23.9K

Event2026-03-31

Filed2026-04-15

SPTM

SPDR SERIES TRUST

0.00%

Shares76.1K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

-22.92%

Shares105.1K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-21.57%

Shares77.9K

Event2026-03-31

Filed2026-04-15

AVUV

AMERICAN CENTY ETF TR

-9.22%

Shares47.9K

Event2026-03-31

Filed2026-04-15

FMB

FIRST TR EXCH TRADED FD III

-0.30%

Shares100.0K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

0.34%

Shares77.7K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

0.31%

Shares22.2K

Event2026-03-31

Filed2026-04-15

MMIT

NEW YORK LIFE INVTS ACTIVE E

-1.96%

Shares175.0K

Event2026-03-31

Filed2026-04-15

IDV

ISHARES TR

0.48%

Shares89.4K

Event2026-03-31

Filed2026-04-15

IWP

ISHARES TR

-22.51%

Shares29.2K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

47.33%

Shares10.1K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

18.78%

Shares12.0K

Event2026-03-31

Filed2026-04-15

IWS

ISHARES TR

-24.64%

Shares24.2K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

32.61%

Shares12.1K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

61.42%

Shares16.5K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

-0.17%

Shares39.7K

Event2026-03-31

Filed2026-04-15

SCHZ

SCHWAB STRATEGIC TR

-14.57%

Shares135.8K

Event2026-03-31

Filed2026-04-15

EWX

SPDR INDEX SHS FDS

58.30%

Shares46.5K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

1.75%

Shares52.9K

Event2026-03-31

Filed2026-04-15

DON

WISDOMTREE TR

0.07%

Shares55.4K

Event2026-03-31

Filed2026-04-15

OUSM

ALPS ETF TR

588.49%

Shares65.8K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares51.9K

Event2026-03-31

Filed2026-04-15

DISV

DIMENSIONAL ETF TRUST

-0.14%

Shares70.2K

Event2026-03-31

Filed2026-04-15