Sponsored

The Analysis of Brand Asset Management Group, Inc.'s Holdings & P&L

Currently, Brand Asset Management Group, Inc. holds 193 types of securities in its portfolio with a total value $384.5M. In the most recent quarter, they have increased their positions in IEFA (+25.2K shares, valued at $2.3M), SCHV (+72.2K shares, valued at $2.2M), VUG (+4.7K shares, valued at $2.1M); decreased their positions in N/A (-1.4K shares, valued at $788.5K), SCZ (-8.8K shares, valued at $692.0K), SCHH (-21.4K shares, valued at $460.4K); initiated new positions in VOT (+4.9K shares, valued at $1.3M), VBK (+4.0K shares, valued at $1.2M), BIL (+10.3K shares, valued at $947.2K).

1M P&L

-28.6M-6.86%

3M P&L

-76.9M-16.52%

HY P&L

-45.6M-10.50%

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/A322.2M

92.0%

2Software - Infrastructure7.8M

2.2%

3Consumer Electronics2.6M

0.7%

Top Industries by Stock Count

1N/A106 stocks

66.7%

2Information Technology Services3 stocks

1.9%

3Semiconductors3 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEMG ISHARES INC507.8K shares-0.91%2026-03-312026-05-11

IJH ISHARES TR464.7K shares2.56%2026-03-312026-05-11

VO VANGUARD INDEX FDS54.1K shares0.33%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS137.6K shares8.56%2026-03-312026-05-11

DFIS DIMENSIONAL ETF TRUST444.2K shares5.22%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR574.1K shares2.81%2026-03-312026-05-11

IWF ISHARES TR29.6K shares0.75%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS131.6K shares15.15%2026-03-312026-05-11

Sponsored

SCHM SCHWAB STRATEGIC TR379.6K shares-0.24%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR440.5K shares-1.12%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR334.1K shares1.83%2026-03-312026-05-11

SCZ ISHARES TR139.7K shares-5.94%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR340.5K shares4.12%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR271.8K shares36.19%2026-03-312026-05-11

SCHC SCHWAB STRATEGIC TR174.4K shares-1.20%2026-03-312026-05-11

IVV ISHARES TR12.2K shares7.93%2026-03-312026-05-11

Sponsored

IWD ISHARES TR28.5K shares-0.37%2026-03-312026-05-11

VB VANGUARD INDEX FDS21.2K shares9.96%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC34.4K shares4.99%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR157.6K shares63.38%2026-03-312026-05-11

ILCB ISHARES TR39.2K shares-1.98%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS42.4K shares-2.97%2026-03-312026-05-11

ILCG ISHARES TR32.6K shares-2.45%2026-03-312026-05-11

IMCB ISHARES TR35.7K shares-1.06%2026-03-312026-05-11

Sponsored

AAPL APPLE INC11.7K shares21.10%2026-03-312026-05-11

VUG VANGUARD INDEX FDS6.7K shares239.21%2026-03-312026-05-11

MGC VANGUARD WORLD FD12.2K shares-9.83%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F50.8K shares-1.36%2026-03-312026-05-11

IEFA ISHARES TR28.4K shares805.78%2026-03-312026-05-11

IWB ISHARES TR7.2K shares-0.62%2026-03-312026-05-11

SCHH SCHWAB STRATEGIC TR118.8K shares-15.28%2026-03-312026-05-11

VBR VANGUARD INDEX FDS11.3K shares69.41%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.4K shares-1.56%2026-03-312026-05-11

SCHJ SCHWAB STRATEGIC TR83.3K shares-0.90%2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR84.4K shares-10.11%2026-03-312026-05-11

NVDA NVIDIA CORPORATION10.3K shares29.09%2026-03-312026-05-11

IWM ISHARES TR7.2K shares0.00%2026-03-312026-05-11

VOE VANGUARD INDEX FDS9.3K shares396.59%2026-03-312026-05-11

SHYG ISHARES TR40.0K shares-8.24%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares65.60%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS8.1K shares219.40%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS24.6K shares0.55%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR55.0K shares-2.41%2026-03-312026-05-11

MSFT MICROSOFT CORP4.1K shares18.40%2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR30.5K shares0.36%2026-03-312026-05-11

ISCB ISHARES TR21.5K shares-5.80%2026-03-312026-05-11

ILCV ISHARES TR15.0K shares-0.37%2026-03-312026-05-11

TSLA TESLA INC3.4K shares340.62%2026-03-312026-05-11

Sponsored

SPDW SPDR INDEX SHS FDS27.7K shares0.42%2026-03-312026-05-11

VOT VANGUARD INDEX FDS4.9K sharesnew addition2026-03-312026-05-11

IVLU ISHARES TR30.4K shares-7.74%2026-03-312026-05-11

VBK VANGUARD INDEX FDS4.0K sharesnew addition2026-03-312026-05-11

RWO SPDR INDEX SHS FDS26.0K shares-2.82%2026-03-312026-05-11

STIP ISHARES TR11.4K shares-11.91%2026-03-312026-05-11

XCEM COLUMBIA ETF TR II28.7K shares-8.76%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F8.2K shares-19.48%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares12.41%2026-03-312026-05-11

FLOT ISHARES TR21.1K shares-11.03%2026-03-312026-05-11

FNDA SCHWAB STRATEGIC TR30.9K shares-2.48%2026-03-312026-05-11

DFGR DIMENSIONAL ETF TRUST37.5K shares389.67%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR31.9K shares5.44%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-44.74%2026-03-312026-05-11

BIL SPDR SERIES TRUST10.3K sharesnew addition2026-03-312026-05-11

IWP ISHARES TR7.4K sharesnew addition2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC2.9K shares29.48%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.1K shares34.57%2026-03-312026-05-11

SPMD SPDR SERIES TRUST14.6K shares-3.77%2026-03-312026-05-11

VIOG VANGUARD ADMIRAL FDS INC6.9K sharesnew addition2026-03-312026-05-11

CINF CINCINNATI FINL CORP5.4K sharesnew addition2026-03-312026-05-11

FNDE SCHWAB STRATEGIC TR21.0K shares-5.70%2026-03-312026-05-11

IMCV ISHARES TR9.3K shares-3.59%2026-03-312026-05-11

IJJ ISHARES TR5.8K sharesnew addition2026-03-312026-05-11

Sponsored

GSEW GOLDMAN SACHS ETF TR9.0K shares-1.51%2026-03-312026-05-11

IAUM ISHARES GOLD TR16.0K shares-6.21%2026-03-312026-05-11

AVES AMERICAN CENTY ETF TR12.4K shares0.61%2026-03-312026-05-11

AMZN AMAZON COM INC3.5K shares49.70%2026-03-312026-05-11

IVW ISHARES TR6.4K shares24.73%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO2.5K shares7.06%2026-03-312026-05-11

IAGG ISHARES TR14.4K shares-7.42%2026-03-312026-05-11

EFA ISHARES TR7.2K shares0.00%2026-03-312026-05-11

Sponsored

GWX SPDR INDEX SHS FDS16.6K shares0.00%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.6K shares0.79%2026-03-312026-05-11

IWR ISHARES TR6.8K shares0.00%2026-03-312026-05-11

FNDC SCHWAB STRATEGIC TR14.3K shares-6.92%2026-03-312026-05-11

IWC ISHARES TR4.1K shares0.00%2026-03-312026-05-11

SMH VANECK ETF TRUST1.7K shares21.09%2026-03-312026-05-11

ISHG ISHARES TR8.8K shares-4.37%2026-03-312026-05-11

EEM ISHARES TR11.2K shares-0.61%2026-03-312026-05-11

Sponsored

SPYV SPDR SERIES TRUST11.3K shares9.54%2026-03-312026-05-11

GLTR ABRDN PRECIOUS METALS BASKET2.6K shares-10.97%2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR21.2K shares-14.09%2026-03-312026-05-11

PEP PEPSICO INC3.6K shares12.23%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST10.5K shares0.04%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS7.4K shares2.74%2026-03-312026-05-11

IWO ISHARES TR1.7K sharesnew addition2026-03-312026-05-11

ICSH ISHARES TR10.7K shares-4.21%2026-03-312026-05-11

Sponsored

EPS WISDOMTREE TR7.9K shares-5.78%2026-03-312026-05-11

FPEI FIRST TR EXCH TRADED FD III27.0K shares0.00%2026-03-312026-05-11

USB US BANCORP9.8K shares-5.78%2026-03-312026-05-11

IVE ISHARES TR2.4K shares25.39%2026-03-312026-05-11

ETY EATON VANCE TAX-MANAGED DIVE36.7K shares0.00%2026-03-312026-05-11

IUSB ISHARES TR10.6K shares41.21%2026-03-312026-05-11

EMXC ISHARES INC6.2K shares-2.65%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.9K shares9.18%2026-03-312026-05-11

Sponsored

AEE AMEREN CORP4.3K shares0.54%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F9.9K shares34.09%2026-03-312026-05-11

PG PROCTER & GAMBLE CO3.2K shares-9.65%2026-03-312026-05-11

META META PLATFORMS INC768 shares1.05%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 40701 shares0.00%2026-03-312026-05-11

WMT WALMART INC3.3K shares47.79%2026-03-312026-05-11

JBL JABIL INC1.5K shares-1.03%2026-03-312026-05-11

CSCO CISCO SYS INC5.2K shares14.89%2026-03-312026-05-11

Sponsored

FTI TECHNIPFMC PLC5.8K shares-21.11%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC473 shares13.70%2026-03-312026-05-11

VIOV VANGUARD ADMIRAL FDS INC3.9K sharesnew addition2026-03-312026-05-11

CRUS CIRRUS LOGIC INC2.7K shares-1.35%2026-03-312026-05-11

RBC RBC BEARINGS INC709 shares-10.25%2026-03-312026-05-11

ACWI ISHARES TR2.8K shares0.00%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST6.6K shares3.03%2026-03-312026-05-11

NTRS NORTHERN TR CORP2.7K shares-1.44%2026-03-312026-05-11

Sponsored

DISV DIMENSIONAL ETF TRUST9.6K sharesnew addition2026-03-312026-05-11

PR PERMIAN RESOURCES CORP17.6K sharesnew addition2026-03-312026-05-11

EXPE EXPEDIA GROUP INC1.6K sharesnew addition2026-03-312026-05-11

TIGO MILLICOM INTL CELLULAR S A4.9K shares-24.42%2026-03-312026-05-11

HAUZ DBX ETF TR15.8K shares-37.39%2026-03-312026-05-11

IJS ISHARES TR2.9K sharesnew addition2026-03-312026-05-11

NI NISOURCE INC7.3K shares-1.67%2026-03-312026-05-11

IXUS ISHARES TR3.9K sharesnew addition2026-03-312026-05-11

Sponsored

CRWD CROWDSTRIKE HLDGS INC859 shares21.84%2026-03-312026-05-11

ETH GRAYSCALE ETHEREUM STAKING16.8K shares39.03%2026-03-312026-05-11

BIIB BIOGEN INC1.8K sharesnew addition2026-03-312026-05-11

CAT CATERPILLAR INC468 shares5.88%2026-03-312026-05-11

CW CURTISS WRIGHT CORP482 shares0.00%2026-03-312026-05-11

IVZ INVESCO LTD13.4K shares-0.53%2026-03-312026-05-11

EFV ISHARES TR4.4K shares-14.41%2026-03-312026-05-11

FLRN SPDR SERIES TRUST10.5K shares0.00%2026-03-312026-05-11

Sponsored

FOXA FOX CORP5.5K shares-1.74%2026-03-312026-05-11

T AT&T INC11.0K sharesnew addition2026-03-312026-05-11

IJR ISHARES TR2.5K shares0.00%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares-15.80%2026-03-312026-05-11

AXON AXON ENTERPRISE INC733 sharesnew addition2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION309 sharesnew addition2026-03-312026-05-11

APTIV PLC APTIV PLC4.4K shares-0.68%2026-03-312026-05-11

HII HUNTINGTON INGALLS INDS INC804 shares-2.07%2026-03-312026-05-11

Sponsored

PRXG PRAXIS FDS9.3K sharesnew addition2026-03-312026-05-11

KLAC KLA CORP206 shares5.64%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC895 shares-16.36%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION2.3K shares-13.89%2026-03-312026-05-11

MTZ MASTEC INC917 shares-29.46%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED F3.4K sharesnew addition2026-03-312026-05-11

EFG ISHARES TR2.6K sharesnew addition2026-03-312026-05-11

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET9.6K shares51.27%2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.3.0K sharesnew addition2026-03-312026-05-11

ALL ALLSTATE CORP1.4K sharesnew addition2026-03-312026-05-11

NUE NUCOR CORP1.7K sharesnew addition2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR3.3K sharesnew addition2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF7.2K sharesnew addition2026-03-312026-05-11

GDX VANECK ETF TRUST3.0K sharesnew addition2026-03-312026-05-11

IMCG ISHARES TR3.5K shares0.00%2026-03-312026-05-11

CAH CARDINAL HEALTH INC1.3K shares-1.38%2026-03-312026-05-11

Sponsored

BITB BITWISE BITCOIN ETF TR7.3K sharesnew addition2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.9K shares-13.36%2026-03-312026-05-11

PRXV PRAXIS FDS8.6K sharesnew addition2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND570 shares8.37%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS5.3K shares3.95%2026-03-312026-05-11

OKTA OKTA INC3.3K sharesnew addition2026-03-312026-05-11

TSN TYSON FOODS INC4.1K sharesnew addition2026-03-312026-05-11

ROKU ROKU INC2.7K sharesnew addition2026-03-312026-05-11

Sponsored

APH AMPHENOL CORP2.0K shares1.59%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC5.1K shares-8.24%2026-03-312026-05-11

ALPHABET INC ALPHABET INC877 sharesnew addition2026-03-312026-05-11

GMED GLOBUS MED INC2.9K sharesnew addition2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR3.0K shares0.00%2026-03-312026-05-11

VTWO VANGUARD SCOTTSDALE FDS2.4K shares-1.35%2026-03-312026-05-11

LLY ELI LILLY & CO261 shares20.83%2026-03-312026-05-11

BRX BRIXMOR PPTY GROUP INC8.3K shares-2.01%2026-03-312026-05-11

Sponsored

G GENPACT LIMITED6.3K sharesnew addition2026-03-312026-05-11

RL RALPH LAUREN CORP680 shares-1.31%2026-03-312026-05-11

ADI ANALOG DEVICES INC735 sharesnew addition2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F3.1K shares-3.86%2026-03-312026-05-11

BEN FRANKLIN RESOURCES INC9.7K sharesnew addition2026-03-312026-05-11

ABBV ABBVIE INC1.0K shares0.97%2026-03-312026-05-11

DGRO ISHARES TR3.2K sharesnew addition2026-03-312026-05-11

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-11

Sponsored

ASML ASML HLDG NV164 sharesnew addition2026-03-312026-05-11

PVAL PUTNAM ETF TRUST4.6K shares-18.68%2026-03-312026-05-11

NXT NEXTPOWER INC1.8K sharesnew addition2026-03-312026-05-11

AMAT APPLIED MATLS INC624 sharesnew addition2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F1.5K shares-5.03%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II1.9K shares-55.99%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR8.2K shares1.03%2026-03-312026-05-11

XLRE SELECT SECTOR SPDR TR5.0K sharesnew addition2026-03-312026-05-11

Sponsored

DLB DOLBY LABORATORIES INC3.4K sharesnew addition2026-03-312026-05-11

IEMG

ISHARES INC

-0.91%

Shares507.8K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

2.56%

Shares464.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.33%

Shares54.1K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

8.56%

Shares137.6K

Event2026-03-31

Filed2026-05-11

DFIS

DIMENSIONAL ETF TRUST

5.22%

Shares444.2K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

2.81%

Shares574.1K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

0.75%

Shares29.6K

Event2026-03-31

Filed2026-05-11

VONV

VANGUARD SCOTTSDALE FDS

15.15%

Shares131.6K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

-0.24%

Shares379.6K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

-1.12%

Shares440.5K

Event2026-03-31

Filed2026-05-11

SCHE

SCHWAB STRATEGIC TR

1.83%

Shares334.1K

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

-5.94%

Shares139.7K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

4.12%

Shares340.5K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

36.19%

Shares271.8K

Event2026-03-31

Filed2026-05-11

SCHC

SCHWAB STRATEGIC TR

-1.20%

Shares174.4K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

7.93%

Shares12.2K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-0.37%

Shares28.5K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

9.96%

Shares21.2K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

4.99%

Shares34.4K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

63.38%

Shares157.6K

Event2026-03-31

Filed2026-05-11

ILCB

ISHARES TR

-1.98%

Shares39.2K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

-2.97%

Shares42.4K

Event2026-03-31

Filed2026-05-11

ILCG

ISHARES TR

-2.45%

Shares32.6K

Event2026-03-31

Filed2026-05-11

IMCB

ISHARES TR

-1.06%

Shares35.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

21.10%

Shares11.7K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

239.21%

Shares6.7K

Event2026-03-31

Filed2026-05-11

MGC

VANGUARD WORLD FD

-9.83%

Shares12.2K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-1.36%

Shares50.8K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

805.78%

Shares28.4K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

-0.62%

Shares7.2K

Event2026-03-31

Filed2026-05-11

SCHH

SCHWAB STRATEGIC TR

-15.28%

Shares118.8K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

69.41%

Shares11.3K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-1.56%

Shares3.4K

Event2026-03-31

Filed2026-05-11

SCHJ

SCHWAB STRATEGIC TR

-0.90%

Shares83.3K

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

-10.11%

Shares84.4K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

29.09%

Shares10.3K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

396.59%

Shares9.3K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR

-8.24%

Shares40.0K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

65.60%

Shares2.7K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

219.40%

Shares8.1K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

0.55%

Shares24.6K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

-2.41%

Shares55.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

18.40%

Shares4.1K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

0.36%

Shares30.5K

Event2026-03-31

Filed2026-05-11

ISCB

ISHARES TR

-5.80%

Shares21.5K

Event2026-03-31

Filed2026-05-11

ILCV

ISHARES TR

-0.37%

Shares15.0K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

340.62%

Shares3.4K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

0.42%

Shares27.7K

Event2026-03-31

Filed2026-05-11

VOT

VANGUARD INDEX FDS

New

Shares4.9K

Event2026-03-31

Filed2026-05-11

IVLU

ISHARES TR

-7.74%

Shares30.4K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

RWO

SPDR INDEX SHS FDS

-2.82%

Shares26.0K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

-11.91%

Shares11.4K

Event2026-03-31

Filed2026-05-11

XCEM

COLUMBIA ETF TR II

-8.76%

Shares28.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

-19.48%

Shares8.2K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

12.41%

Shares2.3K

Event2026-03-31

Filed2026-05-11

FLOT

ISHARES TR

-11.03%

Shares21.1K

Event2026-03-31

Filed2026-05-11

FNDA

SCHWAB STRATEGIC TR

-2.48%

Shares30.9K

Event2026-03-31

Filed2026-05-11

DFGR

DIMENSIONAL ETF TRUST

389.67%

Shares37.5K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

5.44%

Shares31.9K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-44.74%

Shares1.7K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

New

Shares10.3K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

29.48%

Shares2.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

34.57%

Shares3.1K

Event2026-03-31

Filed2026-05-11

SPMD

SPDR SERIES TRUST

-3.77%

Shares14.6K

Event2026-03-31

Filed2026-05-11

VIOG

VANGUARD ADMIRAL FDS INC

New

Shares6.9K

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP

New

Shares5.4K

Event2026-03-31

Filed2026-05-11

FNDE

SCHWAB STRATEGIC TR

-5.70%

Shares21.0K

Event2026-03-31

Filed2026-05-11

IMCV

ISHARES TR

-3.59%

Shares9.3K

Event2026-03-31

Filed2026-05-11

IJJ

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-11

GSEW

GOLDMAN SACHS ETF TR

-1.51%

Shares9.0K

Event2026-03-31

Filed2026-05-11

IAUM

ISHARES GOLD TR

-6.21%

Shares16.0K

Event2026-03-31

Filed2026-05-11

AVES

AMERICAN CENTY ETF TR

0.61%

Shares12.4K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

49.70%

Shares3.5K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

24.73%

Shares6.4K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

7.06%

Shares2.5K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

-7.42%

Shares14.4K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

GWX

SPDR INDEX SHS FDS

0.00%

Shares16.6K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

0.79%

Shares2.6K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-11

FNDC

SCHWAB STRATEGIC TR

-6.92%

Shares14.3K

Event2026-03-31

Filed2026-05-11

IWC

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-11

SMH

VANECK ETF TRUST

21.09%

Shares1.7K

Event2026-03-31

Filed2026-05-11

ISHG

ISHARES TR

-4.37%

Shares8.8K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

-0.61%

Shares11.2K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

9.54%

Shares11.3K

Event2026-03-31

Filed2026-05-11

GLTR

ABRDN PRECIOUS METALS BASKET

-10.97%

Shares2.6K

Event2026-03-31

Filed2026-05-11

SCHP

SCHWAB STRATEGIC TR

-14.09%

Shares21.2K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

12.23%

Shares3.6K

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

0.04%

Shares10.5K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

2.74%

Shares7.4K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

ICSH

ISHARES TR

-4.21%

Shares10.7K

Event2026-03-31

Filed2026-05-11

EPS

WISDOMTREE TR

-5.78%

Shares7.9K

Event2026-03-31

Filed2026-05-11

FPEI

FIRST TR EXCH TRADED FD III

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

-5.78%

Shares9.8K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

25.39%

Shares2.4K

Event2026-03-31

Filed2026-05-11

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares36.7K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

41.21%

Shares10.6K

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES INC

-2.65%

Shares6.2K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

9.18%

Shares1.9K

Event2026-03-31

Filed2026-05-11

AEE

AMEREN CORP

0.54%

Shares4.3K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

34.09%

Shares9.9K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-9.65%

Shares3.2K

Event2026-03-31

Filed2026-05-11