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The Analysis of BridgePort Financial Solutions, LLC's Holdings & P&L

Currently, BridgePort Financial Solutions, LLC holds 231 types of securities in its portfolio with a total value $352.8M. In the most recent quarter, they have increased their positions in IEMG (+36.6K shares, valued at $2.6M), JCPB (+34.1K shares, valued at $1.6M), N/A (+2.7K shares, valued at $1.6M); decreased their positions in OEF (-12.5K shares, valued at $4.0M), DYNF (-48.0K shares, valued at $2.8M), N/A (-13.9K shares, valued at $1.2M); initiated new positions in IDEF (+24.8K shares, valued at $810.2K), BLCR (+18.4K shares, valued at $757.2K), CRM (+3.4K shares, valued at $626.6K).

1M P&L

+11.1M+3.39%

3M P&L

-15.0M-4.24%

HY P&L

-1.6M-0.47%

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/A236.3M

76.1%

2Consumer Electronics11.5M

3.7%

3Semiconductors8.2M

2.6%

Top Industries by Stock Count

1N/A137 stocks

63.7%

2Drug Manufacturers - General7 stocks

3.3%

3Banks - Diversified4 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR46.8K shares2.62%2026-03-312026-04-16

PVAL PUTNAM ETF TRUST378.0K shares5.81%2026-03-312026-04-16

JCPB J P MORGAN EXCHANGE TRADED F344.9K shares10.97%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS21.2K shares14.48%2026-03-312026-04-16

AAPL APPLE INC45.3K shares-0.52%2026-03-312026-04-16

DYNF BLACKROCK ETF TRUST172.8K shares-21.73%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.4K shares-7.65%2026-03-312026-04-16

USMV ISHARES TR87.0K shares-4.15%2026-03-312026-04-16

Sponsored

IEMG ISHARES INC87.4K shares72.06%2026-03-312026-04-16

SHYG ISHARES TR143.5K shares-11.88%2026-03-312026-04-16

JIRE J P MORGAN EXCHANGE TRADED F77.5K shares10.17%2026-03-312026-04-16

NVDA NVIDIA CORPORATION33.6K shares-6.63%2026-03-312026-04-16

JQUA J P MORGAN EXCHANGE TRADED F86.9K shares1.56%2026-03-312026-04-16

ALPHABET INC ALPHABET INC18.1K shares-5.45%2026-03-312026-04-16

VUG VANGUARD INDEX FDS11.1K shares10.40%2026-03-312026-04-16

VB VANGUARD INDEX FDS18.5K shares4.16%2026-03-312026-04-16

Sponsored

MSFT MICROSOFT CORP13.1K shares-11.89%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS75.1K shares13.86%2026-03-312026-04-16

ALPHABET INC ALPHABET INC15.7K shares-5.71%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR150.2K shares2.81%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T6.4K shares-3.94%2026-03-312026-04-16

VXUS VANGUARD STAR FDS51.9K shares-1.57%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR44.9K shares-23.71%2026-03-312026-04-16

PFE PFIZER INC131.0K shares-0.01%2026-03-312026-04-16

Sponsored

VIG VANGUARD SPECIALIZED FUNDS16.5K shares0.46%2026-03-312026-04-16

ITOT ISHARES TR24.0K shares-5.91%2026-03-312026-04-16

AMZN AMAZON COM INC16.2K shares-4.63%2026-03-312026-04-16

IVW ISHARES TR28.0K shares-4.84%2026-03-312026-04-16

IVE ISHARES TR14.8K shares-17.73%2026-03-312026-04-16

EFAV ISHARES TR34.0K shares-2.17%2026-03-312026-04-16

ULST SSGA ACTIVE ETF TR76.3K shares-3.17%2026-03-312026-04-16

EFV ISHARES TR40.5K shares-9.35%2026-03-312026-04-16

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI85.9K shares0.21%2026-03-312026-04-16

IJR ISHARES TR21.6K shares-4.26%2026-03-312026-04-16

OEF ISHARES TR8.0K shares-61.13%2026-03-312026-04-16

XOM EXXON MOBIL CORP14.5K shares-2.86%2026-03-312026-04-16

RTX RTX CORPORATION12.1K shares-0.51%2026-03-312026-04-16

FRME FIRST MERCHANTS CORP58.1K shares0.00%2026-03-312026-04-16

QUAL ISHARES TR10.3K shares0.47%2026-03-312026-04-16

GBIL GOLDMAN SACHS ETF TR19.6K shares0.90%2026-03-312026-04-16

Sponsored

VCIT VANGUARD SCOTTSDALE FDS23.0K shares9.57%2026-03-312026-04-16

WPC WP CAREY INC27.8K shares-1.80%2026-03-312026-04-16

EFG ISHARES TR16.2K shares175.26%2026-03-312026-04-16

IYW ISHARES TR9.9K shares-18.23%2026-03-312026-04-16

STIP ISHARES TR17.1K shares-2.72%2026-03-312026-04-16

IAGG ISHARES TR34.8K shares8.05%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS21.3K shares16.65%2026-03-312026-04-16

META META PLATFORMS INC2.9K shares-5.83%2026-03-312026-04-16

Sponsored

GLD SPDR GOLD TR3.5K shares7.74%2026-03-312026-04-16

VTV VANGUARD INDEX FDS7.6K shares37.41%2026-03-312026-04-16

IBDT ISHARES TR58.4K shares-4.58%2026-03-312026-04-16

FTEC FIDELITY COVINGTON TRUST7.0K shares-8.97%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-11.56%2026-03-312026-04-16

FVD FIRST TR EXCHANGE-TRADED FD30.8K shares6.77%2026-03-312026-04-16

IUSB ISHARES TR30.9K shares-1.28%2026-03-312026-04-16

MTUM ISHARES TR5.5K shares-2.94%2026-03-312026-04-16

Sponsored

CFO VICTORY PORTFOLIOS II17.5K shares-0.38%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO4.2K shares2.48%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS5.0K shares0.16%2026-03-312026-04-16

IBHG ISHARES TR54.6K shares-3.04%2026-03-312026-04-16

ITA ISHARES TR5.5K shares-26.73%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON4.9K shares-1.63%2026-03-312026-04-16

EFA ISHARES TR12.1K shares0.00%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC9.3K shares0.45%2026-03-312026-04-16

Sponsored

CWB SPDR SERIES TRUST12.0K shares-1.88%2026-03-312026-04-16

VO VANGUARD INDEX FDS3.8K shares0.75%2026-03-312026-04-16

IJH ISHARES TR15.9K shares0.00%2026-03-312026-04-16

JBL JABIL INC4.0K shares0.07%2026-03-312026-04-16

BAI BLACKROCK ETF TRUST32.3K shares-8.89%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC7.2K shares-7.73%2026-03-312026-04-16

USHY ISHARES TR28.5K shares0.37%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF27.0K shares0.14%2026-03-312026-04-16

Sponsored

THRO BLACKROCK ETF TRUST28.4K shares-8.37%2026-03-312026-04-16

AGG ISHARES TR10.1K shares5.72%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares0.00%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F17.9K shares22.42%2026-03-312026-04-16

IWM ISHARES TR3.7K shares-6.80%2026-03-312026-04-16

QCOM QUALCOMM INC6.9K shares132.04%2026-03-312026-04-16

CGGO CAPITAL GROUP GBL GROWTH EQT26.5K shares0.97%2026-03-312026-04-16

SPGP INVESCO EXCHANGE TRADED FD T8.2K shares8.63%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC2.6K shares-2.22%2026-03-312026-04-16

LOW LOWES COS INC3.6K shares0.03%2026-03-312026-04-16

AMAT APPLIED MATLS INC2.5K shares-2.49%2026-03-312026-04-16

TBUX T ROWE PRICE ETF INC16.6K shares-6.06%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO13.5K shares-15.44%2026-03-312026-04-16

IDEF BLACKROCK ETF TRUST24.8K sharesnew addition2026-03-312026-04-16

BND VANGUARD BD INDEX FDS10.6K shares-0.51%2026-03-312026-04-16

BLCR BLACKROCK ETF TRUST18.4K sharesnew addition2026-03-312026-04-16

Sponsored

MCD MCDONALDS CORP2.4K shares-25.32%2026-03-312026-04-16

V VISA INC2.4K shares4.09%2026-03-312026-04-16

VXF VANGUARD INDEX FDS3.6K shares-0.47%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC761 shares0.53%2026-03-312026-04-16

JAJL INNOVATOR ETFS TRUST25.1K shares22.55%2026-03-312026-04-16

FELC FIDELITY COVINGTON TRUST20.0K shares0.00%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-16

DIS DISNEY WALT CO7.3K shares6.74%2026-03-312026-04-16

Sponsored

KO COCA COLA CO9.3K shares0.22%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS13.9K shares-17.77%2026-03-312026-04-16

MO ALTRIA GROUP INC10.4K shares-11.31%2026-03-312026-04-16

VFMF VANGUARD WELLINGTON FD4.2K shares-3.85%2026-03-312026-04-16

SBUX STARBUCKS CORP7.3K shares-0.14%2026-03-312026-04-16

ARKK ARK ETF TR9.4K shares13.96%2026-03-312026-04-16

LLY ELI LILLY & CO689 shares4.08%2026-03-312026-04-16

MMM 3M CO4.3K shares-1.19%2026-03-312026-04-16

Sponsored

CRM SALESFORCE INC3.4K sharesnew addition2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares-24.89%2026-03-312026-04-16

BIV VANGUARD BD INDEX FDS8.0K shares28.00%2026-03-312026-04-16

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN29.0K shares-16.82%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO2.0K shares-1.66%2026-03-312026-04-16

VTI VANGUARD INDEX FDS1.9K shares-17.35%2026-03-312026-04-16

PG PROCTER & GAMBLE CO4.2K shares-8.24%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE2.1K shares-0.48%2026-03-312026-04-16

Sponsored

TSLA TESLA INC1.6K shares-27.30%2026-03-312026-04-16

AOM ISHARES TR11.9K shares9.21%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC11.1K shares-4.24%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP923 shares-1.07%2026-03-312026-04-16

VTIP VANGUARD MALVERN FDS11.1K shares-3.10%2026-03-312026-04-16

VRTX VERTEX PHARMACEUTICALS INC1.2K shares1.99%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS7.0K shares111.78%2026-03-312026-04-16

AMGN AMGEN INC1.5K shares-32.47%2026-03-312026-04-16

Sponsored

BNDX VANGUARD CHARLOTTE FDS10.7K shares138.60%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC4.2K shares-8.25%2026-03-312026-04-16

MINT PIMCO ETF TR5.1K shares-14.88%2026-03-312026-04-16

FESM FIDELITY COVINGTON TRUST13.3K shares5.08%2026-03-312026-04-16

WMT WALMART INC4.0K shares-29.33%2026-03-312026-04-16

BA BOEING CO2.5K shares1.14%2026-03-312026-04-16

EXPE EXPEDIA GROUP INC2.1K sharesnew addition2026-03-312026-04-16

MUB ISHARES TR4.6K shares0.00%2026-03-312026-04-16

Sponsored

EXEL EXELIXIS INC11.3K sharesnew addition2026-03-312026-04-16

GSK PLC GSK PLC8.7K shares-0.06%2026-03-312026-04-16

SPYV SPDR SERIES TRUST8.2K shares0.34%2026-03-312026-04-16

GEV GE VERNOVA INC522 shares-0.19%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC108 shares-5.26%2026-03-312026-04-16

CSCO CISCO SYS INC5.8K shares-22.01%2026-03-312026-04-16

SLV ISHARES SILVER TR6.5K shares-18.67%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC1.3K shares2.26%2026-03-312026-04-16

Sponsored

GILD GILEAD SCIENCES INC3.2K shares-3.41%2026-03-312026-04-16

WFC WELLS FARGO & CO5.4K shares1.68%2026-03-312026-04-16

IEF ISHARES TR4.4K shares-44.05%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC1.6K shares15.40%2026-03-312026-04-16

TLH ISHARES TR4.0K shares16.70%2026-03-312026-04-16

VGSH VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-03-312026-04-16

EEMV ISHARES INC6.1K shares-9.08%2026-03-312026-04-16

SUSA ISHARES TR3.0K shares-1.91%2026-03-312026-04-16

Sponsored

DOV DOVER CORP1.9K shares0.21%2026-03-312026-04-16

URTH ISHARES INC2.2K shares0.00%2026-03-312026-04-16

UNILEVER PLC UNILEVER PLC6.8K shares3.13%2026-03-312026-04-16

NFLX NETFLIX INC.4.0K shares-16.17%2026-03-312026-04-16

IWN ISHARES TR2.0K shares0.00%2026-03-312026-04-16

IBDR ISHARES TR15.5K shares-44.45%2026-03-312026-04-16

MBB ISHARES TR3.9K shares-7.98%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-04-16

Sponsored

CAT CATERPILLAR INC524 shares0.96%2026-03-312026-04-16

EMXC ISHARES INC4.7K shares0.00%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F2.7K shares0.23%2026-03-312026-04-16

VV VANGUARD INDEX FDS1.2K shares7.07%2026-03-312026-04-16

DVY ISHARES TR2.4K shares0.00%2026-03-312026-04-16

BSCR INVESCO EXCH TRD SLF IDX FD18.3K shares-11.78%2026-03-312026-04-16

EVSM MORGAN STANLEY ETF TRUST7.0K shares0.00%2026-03-312026-04-16

T AT&T INC11.9K shares1.50%2026-03-312026-04-16

Sponsored

BAC BANK AMERICA CORP7.0K shares-1.12%2026-03-312026-04-16

INDB INDEPENDENT BK CORP MASS4.4K shares0.02%2026-03-312026-04-16

IWO ISHARES TR1.0K shares0.00%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP943 shares4.08%2026-03-312026-04-16

ASML ASML HLDG NV245 shares-3.92%2026-03-312026-04-16

SPBW AIM ETF PRODUCTS TRUST11.8K shares41.83%2026-03-312026-04-16

ESGD ISHARES TR3.4K shares-2.87%2026-03-312026-04-16

GOVT ISHARES TR14.0K sharesnew addition2026-03-312026-04-16

Sponsored

SPMD SPDR SERIES TRUST5.4K shares-0.24%2026-03-312026-04-16

JPST J P MORGAN EXCHANGE TRADED F6.2K shares-0.37%2026-03-312026-04-16

AJAN INNOVATOR ETFS TRUST11.3K shares8.85%2026-03-312026-04-16

IBDS ISHARES TR12.8K shares-58.32%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.5K shares1.23%2026-03-312026-04-16

AOK ISHARES TR7.6K shares9.15%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-04-16

AAPR INNOVATOR ETFS TRUST10.4K shares0.00%2026-03-312026-04-16

Sponsored

SMA SMARTSTOP SELF STORAG REIT I9.8K shares-1.47%2026-03-312026-04-16

CVS CVS HEALTH CORP4.1K shares-0.34%2026-03-312026-04-16

ZNOV INNOVATOR ETFS TRUST11.1K shares7.22%2026-03-312026-04-16

MSTR STRATEGY INC2.3K shares0.00%2026-03-312026-04-16

CMI CUMMINS INC537 shares-1.10%2026-03-312026-04-16

BSMS INVESCO EXCH TRD SLF IDX FD12.3K sharesnew addition2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP998 shares-4.22%2026-03-312026-04-16

PEP PEPSICO INC1.8K shares2.40%2026-03-312026-04-16

Sponsored

NVO NOVO-NORDISK A S7.6K shares5.27%2026-03-312026-04-16

ACWX ISHARES TR4.1K shares26.79%2026-03-312026-04-16

BFRZ INNOVATOR ETFS TRUST10.5K shares36.65%2026-03-312026-04-16

SHY ISHARES TR3.4K sharesnew addition2026-03-312026-04-16

ZOCT INNOVATOR ETFS TRUST10.4K shares0.00%2026-03-312026-04-16

IWR ISHARES TR2.8K shares-14.01%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION273 shares3.41%2026-03-312026-04-16

BSMQ INVESCO EXCH TRD SLF IDX FD11.4K sharesnew addition2026-03-312026-04-16

Sponsored

SRE SEMPRA2.8K shares1.10%2026-03-312026-04-16

DE DEERE & CO477 shares-26.50%2026-03-312026-04-16

ABT ABBOTT LABORATORIES2.6K shares0.96%2026-03-312026-04-16

BSMR INVESCO EXCH TRD SLF IDX FD11.4K sharesnew addition2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN4.5K shares9.53%2026-03-312026-04-16

ICSH ISHARES TR5.2K shares-8.90%2026-03-312026-04-16

IEFA ISHARES TR2.9K shares-23.54%2026-03-312026-04-16

FLOT ISHARES TR5.1K shares-27.72%2026-03-312026-04-16

Sponsored

TJX TJX COS INC NEW1.6K shares2.35%2026-03-312026-04-16

OCTW AIM ETF PRODUCTS TRUST6.6K shares0.00%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS4.2K shares0.00%2026-03-312026-04-16

SPBX AIM ETF PRODUCTS TRUST9.3K shares6.80%2026-03-312026-04-16

IYY ISHARES TR1.5K shares0.00%2026-03-312026-04-16

ILCG ISHARES TR2.5K shares0.00%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR9.3K shares-0.61%2026-03-312026-04-16

RY ROYAL BK CDA1.4K shares0.84%2026-03-312026-04-16

Sponsored

GS GOLDMAN SACHS GROUP INC273 shares-14.42%2026-03-312026-04-16

NUSC NUSHARES ETF TR5.1K shares-2.52%2026-03-312026-04-16

PJUL INNOVATOR ETFS TRUST5.0K sharesnew addition2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC495 shares-0.80%2026-03-312026-04-16

OPPE WISDOMTREE TR4.2K shares0.02%2026-03-312026-04-16

PWR QUANTA SVCS INC407 shares-29.71%2026-03-312026-04-16

QQQE DIREXION SHARES ETF TRUST2.3K shares0.18%2026-03-312026-04-16

EDGF ADVISORS INNER CIRCLE FD II9.0K sharesnew addition2026-03-312026-04-16

Sponsored

IWF ISHARES TR514 shares0.00%2026-03-312026-04-16

EMR EMERSON ELEC CO1.7K shares-6.76%2026-03-312026-04-16

SHV ISHARES TR1.9K shares-12.97%2026-03-312026-04-16

SIXJ AIM ETF PRODUCTS TRUST6.2K shares0.00%2026-03-312026-04-16

PFEB INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-04-16

MA MASTERCARD INCORPORATED417 shares4.77%2026-03-312026-04-16

IXUS ISHARES TR2.4K shares1.27%2026-03-312026-04-16

BKCG BNY MELLON ETF TRUST II6.1K shares0.00%2026-03-312026-04-16

Sponsored

MSIF MSC INCOME FUND INC17.0K shares49.62%2026-03-312026-04-16

MAYW AIM ETF PRODUCTS TRUST6.0K shares0.00%2026-03-312026-04-16

EEM ISHARES TR3.5K sharesnew addition2026-03-312026-04-16

FSK FS KKR CAP CORP17.2K shares0.00%2026-03-312026-04-16

PCIG LITMAN GREGORY FDS TR20.7K shares0.00%2026-03-312026-04-16

CION CION INVT CORP12.2K shares0.00%2026-03-312026-04-16

FSCO FS CREDIT OPPORTUNITIES CORP12.2K shares0.00%2026-03-312026-04-16

IVV

ISHARES TR

2.62%

Shares46.8K

Event2026-03-31

Filed2026-04-16

PVAL

PUTNAM ETF TRUST

5.81%

Shares378.0K

Event2026-03-31

Filed2026-04-16

JCPB

J P MORGAN EXCHANGE TRADED F

10.97%

Shares344.9K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

14.48%

Shares21.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.52%

Shares45.3K

Event2026-03-31

Filed2026-04-16

DYNF

BLACKROCK ETF TRUST

-21.73%

Shares172.8K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-7.65%

Shares18.4K

Event2026-03-31

Filed2026-04-16

USMV

ISHARES TR

-4.15%

Shares87.0K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

72.06%

Shares87.4K

Event2026-03-31

Filed2026-04-16

SHYG

ISHARES TR

-11.88%

Shares143.5K

Event2026-03-31

Filed2026-04-16

JIRE

J P MORGAN EXCHANGE TRADED F

10.17%

Shares77.5K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-6.63%

Shares33.6K

Event2026-03-31

Filed2026-04-16

JQUA

J P MORGAN EXCHANGE TRADED F

1.56%

Shares86.9K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-5.45%

Shares18.1K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

10.40%

Shares11.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

4.16%

Shares18.5K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-11.89%

Shares13.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

13.86%

Shares75.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-5.71%

Shares15.7K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

2.81%

Shares150.2K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-3.94%

Shares6.4K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

-1.57%

Shares51.9K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

-23.71%

Shares44.9K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

-0.01%

Shares131.0K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

0.46%

Shares16.5K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

-5.91%

Shares24.0K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-4.63%

Shares16.2K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-4.84%

Shares28.0K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

-17.73%

Shares14.8K

Event2026-03-31

Filed2026-04-16

EFAV

ISHARES TR

-2.17%

Shares34.0K

Event2026-03-31

Filed2026-04-16

ULST

SSGA ACTIVE ETF TR

-3.17%

Shares76.3K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

-9.35%

Shares40.5K

Event2026-03-31

Filed2026-04-16

BUFR

FIRST TR EXCHNG TRADED FD VI

0.21%

Shares85.9K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-4.26%

Shares21.6K

Event2026-03-31

Filed2026-04-16

OEF

ISHARES TR

-61.13%

Shares8.0K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-2.86%

Shares14.5K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

-0.51%

Shares12.1K

Event2026-03-31

Filed2026-04-16

FRME

FIRST MERCHANTS CORP

0.00%

Shares58.1K

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

0.47%

Shares10.3K

Event2026-03-31

Filed2026-04-16

GBIL

GOLDMAN SACHS ETF TR

0.90%

Shares19.6K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

9.57%

Shares23.0K

Event2026-03-31

Filed2026-04-16

WPC

WP CAREY INC

-1.80%

Shares27.8K

Event2026-03-31

Filed2026-04-16

EFG

ISHARES TR

175.26%

Shares16.2K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

-18.23%

Shares9.9K

Event2026-03-31

Filed2026-04-16

STIP

ISHARES TR

-2.72%

Shares17.1K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

8.05%

Shares34.8K

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

16.65%

Shares21.3K

Event2026-03-31

Filed2026-04-16