Sponsored

The Analysis of BRANDYWINE OAK PRIVATE WEALTH LLC's Holdings & P&L

Currently, BRANDYWINE OAK PRIVATE WEALTH LLC holds 229 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+28.8K shares, valued at $5.7M), VUG (+13.0K shares, valued at $5.7M), VCIT (+30.5K shares, valued at $2.5M); decreased their positions in SCHF (-73.2K shares, valued at $1.8M), GLDM (-8.3K shares, valued at $766.0K), VTV (-3.5K shares, valued at $680.2K); initiated new positions in N/A (+28.8K shares, valued at $5.7M), IDEV (+5.0K shares, valued at $420.4K), TGT (+1.8K shares, valued at $218.4K).

1M P&L

+17.7M+1.51%

3M P&L

-667.7M-35.90%

HY P&L

-616.1M-34.07%

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/A984.7M

86.6%

2Consumer Electronics30.6M

2.7%

3Semiconductors15.3M

1.3%

Top Industries by Stock Count

1N/A110 stocks

53.7%

2Drug Manufacturers - General5 stocks

2.4%

3Software - Application5 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR5.8M shares-1.24%2026-03-312026-04-20

VTV VANGUARD INDEX FDS700.2K shares-0.49%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS1.3M shares2.42%2026-03-312026-04-20

VUG VANGUARD INDEX FDS237.0K shares5.80%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS909.7K shares0.24%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F686.8K shares0.29%2026-03-312026-04-20

IEFA ISHARES TR375.2K shares6.64%2026-03-312026-04-20

SPYV SPDR SERIES TRUST560.2K shares3.42%2026-03-312026-04-20

Sponsored

AAPL APPLE INC120.5K shares-1.44%2026-03-312026-04-20

SPYG SPDR SERIES TRUST285.5K shares5.26%2026-03-312026-04-20

SLYV SPDR SERIES TRUST284.8K shares-1.06%2026-03-312026-04-20

GLDM WORLD GOLD TR221.7K shares-3.59%2026-03-312026-04-20

BAR GRANITESHARES GOLD TR430.7K shares0.64%2026-03-312026-04-20

VGT VANGUARD WORLD FD26.4K shares-0.58%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR753.6K shares-0.02%2026-03-312026-04-20

REET ISHARES TR696.5K shares0.86%2026-03-312026-04-20

Sponsored

SUB ISHARES TR145.3K shares6.23%2026-03-312026-04-20

NVDA NVIDIA CORPORATION77.1K shares-0.21%2026-03-312026-04-20

MSFT MICROSOFT CORP26.4K shares2.76%2026-03-312026-04-20

MUB ISHARES TR91.2K shares21.76%2026-03-312026-04-20

IEMG ISHARES INC135.5K shares5.73%2026-03-312026-04-20

ALPHABET INC ALPHABET INC32.7K shares1.62%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS185.6K shares0.04%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS123.1K shares-0.49%2026-03-312026-04-20

Sponsored

JPM JPMORGAN CHASE & CO25.2K shares-0.29%2026-03-312026-04-20

AMZN AMAZON COM INC32.5K shares1.36%2026-03-312026-04-20

VBR VANGUARD INDEX FDS30.7K shares3.61%2026-03-312026-04-20

BROADCOM INC BROADCOM INC20.5K shares0.44%2026-03-312026-04-20

LLY ELI LILLY & CO6.4K shares1.05%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC28.8K sharesnew addition2026-03-312026-04-20

ESGV VANGUARD WORLD FD46.5K shares2.60%2026-03-312026-04-20

HDV ISHARES TR36.7K shares-2.02%2026-03-312026-04-20

Sponsored

SF STIFEL FINL CORP66.7K shares40.00%2026-03-312026-04-20

ITM VANECK ETF TRUST103.1K shares11.69%2026-03-312026-04-20

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF101.8K shares14.44%2026-03-312026-04-20

JMST J P MORGAN EXCHANGE TRADED F79.6K shares-2.28%2026-03-312026-04-20

XOM EXXON MOBIL CORP23.9K shares0.22%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR134.0K shares-0.36%2026-03-312026-04-20

SCHV SCHWAB STRATEGIC TR127.7K shares0.41%2026-03-312026-04-20

CTVA CORTEVA INC46.3K shares-3.05%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.0K shares14.27%2026-03-312026-04-20

MUNI PIMCO ETF TR73.1K shares-1.22%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR6.6K shares6.91%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR33.5K shares-1.30%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR109.1K shares-1.63%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR24.3K shares-5.82%2026-03-312026-04-20

VIOV VANGUARD ADMIRAL FDS INC33.6K shares-1.18%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR68.4K shares-2.96%2026-03-312026-04-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.1K shares3.09%2026-03-312026-04-20

USMV ISHARES TR35.1K shares-4.43%2026-03-312026-04-20

ALPHABET INC ALPHABET INC11.0K shares3.21%2026-03-312026-04-20

VTI VANGUARD INDEX FDS9.7K shares11.97%2026-03-312026-04-20

VIS VANGUARD WORLD FD9.4K shares-1.22%2026-03-312026-04-20

VXUS VANGUARD STAR FDS36.1K shares-5.60%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON11.2K shares0.89%2026-03-312026-04-20

PG PROCTER & GAMBLE CO18.9K shares2.25%2026-03-312026-04-20

Sponsored

URI UNITED RENTALS INC3.7K shares0.00%2026-03-312026-04-20

ESGD ISHARES TR27.1K shares0.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC21.0K shares-11.97%2026-03-312026-04-20

GLD SPDR GOLD TR5.8K shares1.84%2026-03-312026-04-20

ABBV ABBVIE INC11.2K shares-0.99%2026-03-312026-04-20

BBEU J P MORGAN EXCHANGE TRADED F32.0K shares-7.25%2026-03-312026-04-20

MCD MCDONALDS CORP7.2K shares-1.44%2026-03-312026-04-20

IXUS ISHARES TR23.8K shares0.19%2026-03-312026-04-20

Sponsored

QQQM INVESCO EXCH TRADED FD TR II8.5K shares0.73%2026-03-312026-04-20

QNITY ELECTRONICS INC QNITY ELECTRONICS INC17.4K shares-3.92%2026-03-312026-04-20

VOX VANGUARD WORLD FD11.0K shares-1.11%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP3.2K shares-8.53%2026-03-312026-04-20

SHM SPDR SERIES TRUST39.3K shares-1.79%2026-03-312026-04-20

IVV ISHARES TR2.9K shares0.17%2026-03-312026-04-20

TSLA TESLA INC5.0K shares23.24%2026-03-312026-04-20

WMT WALMART INC14.4K shares1.29%2026-03-312026-04-20

Sponsored

FLEE FRANKLIN TEMPLETON ETF TR48.9K shares0.00%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR10.7K shares-1.63%2026-03-312026-04-20

META META PLATFORMS INC3.0K shares8.32%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC12.8K shares0.35%2026-03-312026-04-20

UNP UNION PAC CORP6.9K shares-0.07%2026-03-312026-04-20

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC35.9K shares0.09%2026-03-312026-04-20

QUAL ISHARES TR8.5K shares17.02%2026-03-312026-04-20

KO COCA COLA CO21.3K shares-2.18%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION7.4K shares0.57%2026-03-312026-04-20

PID INVESCO EXCHANGE TRADED FD T68.8K shares-1.00%2026-03-312026-04-20

IXN ISHARES TR14.9K shares0.00%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC12.8K shares0.00%2026-03-312026-04-20

IGRO ISHARES TR17.3K shares-0.27%2026-03-312026-04-20

VV VANGUARD INDEX FDS4.8K shares0.00%2026-03-312026-04-20

MA MASTERCARD INCORPORATED2.8K shares0.71%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS9.4K shares-0.90%2026-03-312026-04-20

Sponsored

DOW DOW HLDGS INC33.5K shares-15.44%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS17.4K shares-0.38%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC6.3K shares0.00%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F9.1K shares-0.27%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS5.2K shares0.16%2026-03-312026-04-20

PEP PEPSICO INC7.9K shares-0.74%2026-03-312026-04-20

EFA ISHARES TR12.7K shares-0.24%2026-03-312026-04-20

IDV ISHARES TR28.9K shares1.01%2026-03-312026-04-20

Sponsored

VPL VANGUARD INTL EQUITY INDEX F12.5K shares-5.31%2026-03-312026-04-20

AMGN AMGEN INC3.5K shares-0.77%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR9.2K shares-0.10%2026-03-312026-04-20

BITB BITWISE BITCOIN ETF TR32.0K shares33.76%2026-03-312026-04-20

IWB ISHARES TR3.3K shares0.00%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION1.2K shares2.11%2026-03-312026-04-20

IEUR ISHARES TR16.5K shares-0.45%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE4.0K shares1.81%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION5.8K shares2.19%2026-03-312026-04-20

DGRO ISHARES TR15.2K shares0.00%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC1.1K shares-6.12%2026-03-312026-04-20

CSCO CISCO SYS INC13.3K shares1.58%2026-03-312026-04-20

ITOT ISHARES TR7.1K shares12.18%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC1.1K shares0.79%2026-03-312026-04-20

DWX SPDR INDEX SHS FDS21.2K shares-8.55%2026-03-312026-04-20

COP CONOCOPHILLIPS7.2K shares1.65%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC4.5K shares4.55%2026-03-312026-04-20

GEV GE VERNOVA INC1.0K shares1.66%2026-03-312026-04-20

NFLX NETFLIX INC.9.2K shares7.34%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.84%2026-03-312026-04-20

IJK ISHARES TR8.4K shares0.00%2026-03-312026-04-20

CME CME GROUP INC2.8K shares-7.21%2026-03-312026-04-20

V VISA INC2.7K shares2.26%2026-03-312026-04-20

HD HOME DEPOT INC2.4K shares-9.81%2026-03-312026-04-20

Sponsored

VEU VANGUARD INTL EQUITY INDEX F10.6K shares3.99%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR9.0K shares-0.86%2026-03-312026-04-20

VHT VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-04-20

DEM WISDOMTREE TR15.9K shares-6.05%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.3K shares0.31%2026-03-312026-04-20

NEE NEXTERA ENERGY INC8.3K shares1.29%2026-03-312026-04-20

LOW LOWES COS INC3.2K shares5.77%2026-03-312026-04-20

VIGI VANGUARD WHITEHALL FDS8.4K shares0.00%2026-03-312026-04-20

Sponsored

ABT ABBOTT LABORATORIES7.2K shares-1.59%2026-03-312026-04-20

VFH VANGUARD WORLD FD6.1K shares0.00%2026-03-312026-04-20

IJH ISHARES TR10.7K shares2.16%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-5.22%2026-03-312026-04-20

EMR EMERSON ELEC CO5.4K shares0.00%2026-03-312026-04-20

IPAC ISHARES TR9.0K shares-3.90%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares0.85%2026-03-312026-04-20

Sponsored

PCAR PACCAR INC5.7K shares-0.94%2026-03-312026-04-20

ESGE ISHARES INC13.8K shares-4.02%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-15.81%2026-03-312026-04-20

IVW ISHARES TR5.4K shares0.00%2026-03-312026-04-20

ESML ISHARES TR12.8K shares-1.57%2026-03-312026-04-20

PSX PHILLIPS 663.3K shares1.87%2026-03-312026-04-20

VONG VANGUARD SCOTTSDALE FDS5.3K shares0.00%2026-03-312026-04-20

XLB SELECT SECTOR SPDR TR11.2K shares-1.12%2026-03-312026-04-20

Sponsored

DRI DARDEN RESTAURANTS INC2.8K shares-1.14%2026-03-312026-04-20

CC CHEMOURS CO23.3K shares-1.08%2026-03-312026-04-20

IWN ISHARES TR2.7K shares-0.99%2026-03-312026-04-20

BAC BANK AMERICA CORP10.3K shares-3.90%2026-03-312026-04-20

CSX CSX CORP12.0K shares0.00%2026-03-312026-04-20

ETHW BITWISE ETHEREUM ETF32.7K shares20.02%2026-03-312026-04-20

EPP ISHARES INC9.2K shares0.00%2026-03-312026-04-20

VBK VANGUARD INDEX FDS1.6K shares10.96%2026-03-312026-04-20

Sponsored

AGG ISHARES TR4.8K shares107.45%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares1.08%2026-03-312026-04-20

MTUM ISHARES TR2.0K shares0.00%2026-03-312026-04-20

IBB ISHARES TR2.8K shares-4.44%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC9.3K shares-2.80%2026-03-312026-04-20

VDC VANGUARD WORLD FD2.0K shares5.18%2026-03-312026-04-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.8K shares0.87%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO7.3K shares-0.93%2026-03-312026-04-20

Sponsored

SBUX STARBUCKS CORP4.9K shares1.99%2026-03-312026-04-20

MS MORGAN STANLEY2.6K shares-3.39%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I1.5K shares-25.66%2026-03-312026-04-20

IDEV ISHARES TR5.0K sharesnew addition2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC2.8K shares38.46%2026-03-312026-04-20

KMI KINDER MORGAN INC DEL12.3K shares-1.62%2026-03-312026-04-20

SO SOUTHERN CO4.1K shares0.00%2026-03-312026-04-20

HON HONEYWELL INTL INC1.7K shares-7.99%2026-03-312026-04-20

Sponsored

MO ALTRIA GROUP INC5.8K shares1.38%2026-03-312026-04-20

SYK STRYKER CORPORATION1.2K shares-21.10%2026-03-312026-04-20

PEG PUBLIC SVC ENTERPRISE GROUP4.7K shares-17.54%2026-03-312026-04-20

AMAT APPLIED MATLS INC1.1K shares1.85%2026-03-312026-04-20

ASML ASML HLDG NV284 shares0.00%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO1.2K shares-0.56%2026-03-312026-04-20

VAW VANGUARD WORLD FD1.6K shares-1.03%2026-03-312026-04-20

CRM SALESFORCE INC2.0K shares3.16%2026-03-312026-04-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC743 shares0.41%2026-03-312026-04-20

CAT CATERPILLAR INC506 shares2.64%2026-03-312026-04-20

BITWISE FUNDS TRUST BITWISE FUNDS TRUST18.5K shares-7.26%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEM INC1.3K shares0.00%2026-03-312026-04-20

PAVE GLOBAL X FDS6.8K shares-9.02%2026-03-312026-04-20

IFF INTERNATIONAL FLAVORS&FRAGRA4.4K shares0.02%2026-03-312026-04-20

NOBL PROSHARES TR3.0K shares0.00%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC1.8K shares2.75%2026-03-312026-04-20

Sponsored

LHX L3HARRIS TECHNOLOGIES INC905 shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO3.9K shares0.00%2026-03-312026-04-20

GIS GENERAL MILLS INC8.2K shares33.68%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC1.2K shares0.95%2026-03-312026-04-20

SHYD VANECK ETF TRUST13.4K shares0.00%2026-03-312026-04-20

ALPS ETF TR ALPS ETF TR5.7K shares2.62%2026-03-312026-04-20

T AT&T INC10.3K shares3.43%2026-03-312026-04-20

QLD PROSHARES TR4.9K shares0.00%2026-03-312026-04-20

Sponsored

FDX FEDEX CORP837 shares0.00%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP1.1K shares-1.67%2026-03-312026-04-20

BBN BLACKROCK TAX MUNICPAL BD TR18.0K shares0.00%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP999 shares0.00%2026-03-312026-04-20

EFAV ISHARES TR3.1K shares0.00%2026-03-312026-04-20

BA BOEING CO1.4K shares0.00%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC1.0K shares-6.46%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-7.88%2026-03-312026-04-20

Sponsored

ADBE ADOBE INC1.1K shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP1.8K shares4.93%2026-03-312026-04-20

SCHC SCHWAB STRATEGIC TR5.6K shares0.00%2026-03-312026-04-20

DHR DANAHER CORP DEL1.4K shares0.00%2026-03-312026-04-20

SDY SPDR SERIES TRUST1.8K shares-2.72%2026-03-312026-04-20

SSO PROSHARES TR4.9K shares0.00%2026-03-312026-04-20

NTAP NETAPP INC2.5K shares3.34%2026-03-312026-04-20

TJX TJX COS INC NEW1.6K shares0.64%2026-03-312026-04-20

Sponsored

THE CIGNA GROUP THE CIGNA GROUP920 shares1.10%2026-03-312026-04-20

FIW FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-03-312026-04-20

SHOP SHOPIFY INC2.0K shares0.00%2026-03-312026-04-20

CMI CUMMINS INC433 shares0.00%2026-03-312026-04-20

VCR VANGUARD WORLD FD625 shares-7.27%2026-03-312026-04-20

CENCORA INC CENCORA INC712 shares0.00%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC484 shares9.26%2026-03-312026-04-20

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.4K shares0.00%2026-03-312026-04-20

Sponsored

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F2.6K shares-2.88%2026-03-312026-04-20

VOT VANGUARD INDEX FDS832 sharesnew addition2026-03-312026-04-20

COF CAPITAL ONE FINL CORP1.2K shares0.00%2026-03-312026-04-20

IJS ISHARES TR1.8K shares0.17%2026-03-312026-04-20

FCOM FIDELITY COVINGTON TRUST3.1K shares0.29%2026-03-312026-04-20

IJR ISHARES TR1.7K shares-20.25%2026-03-312026-04-20

NXPI NXP SEMICONDUCTORS N V1.1K shares0.00%2026-03-312026-04-20

Sponsored

ISTB ISHARES TR4.2K sharesnew addition2026-03-312026-04-20

ARCC ARES CAPITAL CORP10.6K sharesnew addition2026-03-312026-04-20

VPV INVESCO PA VALUE MUN INC TR16.2K shares-12.36%2026-03-312026-04-20

PGX INVESCO EXCH TRADED FD TR II10.6K sharesnew addition2026-03-312026-04-20

LWLG LIGHTWAVE LOGIC INC10.8K sharesnew addition2026-03-312026-04-20

SCHF

SCHWAB STRATEGIC TR

-1.24%

Shares5.8M

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

-0.49%

Shares700.2K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

2.42%

Shares1.3M

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

5.80%

Shares237.0K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

0.24%

Shares909.7K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

0.29%

Shares686.8K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

6.64%

Shares375.2K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

3.42%

Shares560.2K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-1.44%

Shares120.5K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

5.26%

Shares285.5K

Event2026-03-31

Filed2026-04-20

SLYV

SPDR SERIES TRUST

-1.06%

Shares284.8K

Event2026-03-31

Filed2026-04-20

GLDM

WORLD GOLD TR

-3.59%

Shares221.7K

Event2026-03-31

Filed2026-04-20

BAR

GRANITESHARES GOLD TR

0.64%

Shares430.7K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-0.58%

Shares26.4K

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

-0.02%

Shares753.6K

Event2026-03-31

Filed2026-04-20

REET

ISHARES TR

0.86%

Shares696.5K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

6.23%

Shares145.3K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.21%

Shares77.1K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

2.76%

Shares26.4K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

21.76%

Shares91.2K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

5.73%

Shares135.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

1.62%

Shares32.7K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

0.04%

Shares185.6K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-0.49%

Shares123.1K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-0.29%

Shares25.2K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

1.36%

Shares32.5K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

3.61%

Shares30.7K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

0.44%

Shares20.5K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

1.05%

Shares6.4K

Event2026-03-31

Filed2026-04-20

ASTRAZENECA PLC

New

Shares28.8K

Event2026-03-31

Filed2026-04-20

ESGV

VANGUARD WORLD FD

2.60%

Shares46.5K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

-2.02%

Shares36.7K

Event2026-03-31

Filed2026-04-20

STIFEL FINL CORP

40.00%

Shares66.7K

Event2026-03-31

Filed2026-04-20

ITM

VANECK ETF TRUST

11.69%

Shares103.1K

Event2026-03-31

Filed2026-04-20

BITWISE 10 CRYPTO INDEX ETF

14.44%

Shares101.8K

Event2026-03-31

Filed2026-04-20

JMST

J P MORGAN EXCHANGE TRADED F

-2.28%

Shares79.6K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.22%

Shares23.9K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

-0.36%

Shares134.0K

Event2026-03-31

Filed2026-04-20

SCHV

SCHWAB STRATEGIC TR

0.41%

Shares127.7K

Event2026-03-31

Filed2026-04-20

CTVA

CORTEVA INC

-3.05%

Shares46.3K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

14.27%

Shares8.0K

Event2026-03-31

Filed2026-04-20

MUNI

PIMCO ETF TR

-1.22%

Shares73.1K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

6.91%

Shares6.6K

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR

-1.30%

Shares33.5K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

-1.63%

Shares109.1K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

-5.82%

Shares24.3K

Event2026-03-31

Filed2026-04-20

VIOV

VANGUARD ADMIRAL FDS INC

-1.18%

Shares33.6K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

-2.96%

Shares68.4K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

3.09%

Shares5.1K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

-4.43%

Shares35.1K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

3.21%

Shares11.0K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

11.97%

Shares9.7K

Event2026-03-31

Filed2026-04-20

VIS

VANGUARD WORLD FD

-1.22%

Shares9.4K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

-5.60%

Shares36.1K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

0.89%

Shares11.2K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

2.25%

Shares18.9K

Event2026-03-31

Filed2026-04-20

URI

UNITED RENTALS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-20

ESGD

ISHARES TR

0.00%

Shares27.1K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-11.97%

Shares21.0K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

1.84%

Shares5.8K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-0.99%

Shares11.2K

Event2026-03-31

Filed2026-04-20

BBEU

J P MORGAN EXCHANGE TRADED F

-7.25%

Shares32.0K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-1.44%

Shares7.2K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

0.19%

Shares23.8K

Event2026-03-31

Filed2026-04-20

QQQM

INVESCO EXCH TRADED FD TR II

0.73%

Shares8.5K

Event2026-03-31

Filed2026-04-20

QNITY ELECTRONICS INC

-3.92%

Shares17.4K

Event2026-03-31

Filed2026-04-20

VOX

VANGUARD WORLD FD

-1.11%

Shares11.0K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-8.53%

Shares3.2K

Event2026-03-31

Filed2026-04-20

SHM

SPDR SERIES TRUST

-1.79%

Shares39.3K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

0.17%

Shares2.9K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

23.24%

Shares5.0K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

1.29%

Shares14.4K

Event2026-03-31

Filed2026-04-20

FLEE

FRANKLIN TEMPLETON ETF TR

0.00%

Shares48.9K

Event2026-03-31

Filed2026-04-20

XLI

SELECT SECTOR SPDR TR

-1.63%

Shares10.7K

Event2026-03-31

Filed2026-04-20