Sponsored

The Analysis of Brio Consultants, LLC's Holdings & P&L

Currently, Brio Consultants, LLC holds 152 types of securities in its portfolio with a total value $818.0M. In the most recent quarter, they have increased their positions in VUG (+108.4K shares, valued at $9.1M), SPYM (+90.2K shares, valued at $7.7M), SPEM (+145.9K shares, valued at $7.5M); decreased their positions in SCHG (-265.4K shares, valued at $8.8M), GSIE (-168.9K shares, valued at $7.6M), N/A (-2.9K shares, valued at $1.9M); initiated new positions in MGK (+4.0K shares, valued at $339.5K), INTC (+2.9K shares, valued at $312.3K), AMD (+831 shares, valued at $295.2K).

1M P&L

-701.1K-0.09%

3M P&L

-322.3M-28.69%

HY P&L

-297.6M-27.09%

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/A693.6M

95.8%

2Consumer Electronics9.1M

1.3%

3Semiconductors6.0M

0.8%

Top Industries by Stock Count

1N/A104 stocks

72.2%

2Semiconductors5 stocks

3.5%

3Banks - Diversified4 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS128.1K shares-2.22%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS925.5K shares3.78%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR1.9M shares-12.43%2026-03-312026-05-06

GTO INVESCO ACTIVELY MANAGED EXC1.2M shares4.94%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS976.0K shares0.39%2026-03-312026-05-06

VONV VANGUARD SCOTTSDALE FDS387.2K shares3.40%2026-03-312026-05-06

GSIE GOLDMAN SACHS ETF TR853.6K shares-16.52%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS409.4K shares55.39%2026-03-312026-05-06

Sponsored

TIPX SPDR SERIES TRUST985.3K shares4.08%2026-03-312026-05-06

HTRB HARTFORD FDS EXCHANGE TRADED527.2K shares1.48%2026-03-312026-05-06

IAGG ISHARES TR350.9K shares4.19%2026-03-312026-05-06

SMMD ISHARES TR173.0K shares58.35%2026-03-312026-05-06

IUSG ISHARES TR76.4K shares-6.24%2026-03-312026-05-06

SPYM SPDR SERIES TRUST151.6K shares146.77%2026-03-312026-05-06

IFRA ISHARES TR186.3K shares-1.03%2026-03-312026-05-06

CMF ISHARES TR197.1K shares-0.53%2026-03-312026-05-06

Sponsored

VUG VANGUARD INDEX FDS130.0K shares502.37%2026-03-312026-05-06

XLRE SELECT SECTOR SPDR TR240.0K shares4.67%2026-03-312026-05-06

QEFA SPDR INDEX SHS FDS96.3K shares-3.33%2026-03-312026-05-06

GUNR FLEXSHARES TR168.2K shares-8.56%2026-03-312026-05-06

INTF ISHARES TR223.5K shares-6.08%2026-03-312026-05-06

AAPL APPLE INC31.9K shares-2.41%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS38.7K shares-7.97%2026-03-312026-05-06

VXUS VANGUARD STAR FDS103.8K shares-5.04%2026-03-312026-05-06

Sponsored

DSI ISHARES TR62.9K shares6.79%2026-03-312026-05-06

USSG DBX ETF TR125.7K shares7.43%2026-03-312026-05-06

EFA ISHARES TR79.9K shares0.71%2026-03-312026-05-06

SUB ISHARES TR72.4K shares3.54%2026-03-312026-05-06

AVUS AMERICAN CENTY ETF TR60.3K shares-1.60%2026-03-312026-05-06

JMUB J P MORGAN EXCHANGE TRADED F132.9K shares0.58%2026-03-312026-05-06

IEFA ISHARES TR66.1K shares-7.12%2026-03-312026-05-06

SCHB SCHWAB STRATEGIC TR224.6K shares31.51%2026-03-312026-05-06

Sponsored

FTLS FIRST TR EXCH TRADED FD III80.9K shares-2.08%2026-03-312026-05-06

ISTB ISHARES TR123.2K shares-0.73%2026-03-312026-05-06

VTEC VANGUARD CALIF TAX FREE FDS57.7K shares6.06%2026-03-312026-05-06

EAGG ISHARES TR104.9K shares18.05%2026-03-312026-05-06

NVDA NVIDIA CORPORATION23.2K shares-6.45%2026-03-312026-05-06

MUB ISHARES TR41.6K shares-4.99%2026-03-312026-05-06

EELV INVESCO EXCH TRADED FD TR II147.8K shares-4.48%2026-03-312026-05-06

SHM SPDR SERIES TRUST85.2K shares-0.39%2026-03-312026-05-06

Sponsored

ALPHABET INC ALPHABET INC10.3K shares5.61%2026-03-312026-05-06

NUDM NUSHARES ETF TR103.5K shares6.92%2026-03-312026-05-06

ESGD ISHARES TR39.0K shares4.16%2026-03-312026-05-06

SUSB ISHARES TR148.8K shares17.35%2026-03-312026-05-06

VONE VANGUARD SCOTTSDALE FDS10.0K shares25.14%2026-03-312026-05-06

NANR SPDR INDEX SHS FDS38.2K shares-7.48%2026-03-312026-05-06

VTI VANGUARD INDEX FDS8.7K shares1.32%2026-03-312026-05-06

VCRM VANGUARD MUN BD FDS39.0K shares2.63%2026-03-312026-05-06

Sponsored

ALPHABET INC ALPHABET INC6.8K shares-0.61%2026-03-312026-05-06

NFRA FLEXSHARES TR39.9K shares-3.10%2026-03-312026-05-06

AMZN AMAZON COM INC9.4K shares13.89%2026-03-312026-05-06

SCHH SCHWAB STRATEGIC TR99.7K shares-4.00%2026-03-312026-05-06

COWZ PACER FDS TR33.7K shares-4.63%2026-03-312026-05-06

EMCR DBX ETF TR48.1K shares38.53%2026-03-312026-05-06

FNDE SCHWAB STRATEGIC TR50.3K shares17.11%2026-03-312026-05-06

GNR SPDR INDEX SHS FDS26.6K shares-9.87%2026-03-312026-05-06

Sponsored

MSFT MICROSOFT CORP4.5K shares-4.89%2026-03-312026-05-06

IWF ISHARES TR14.8K shares332.34%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR66.3K shares-5.26%2026-03-312026-05-06

IGF ISHARES TR24.7K shares-1.21%2026-03-312026-05-06

VO VANGUARD INDEX FDS19.7K shares241.40%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS21.4K shares1.84%2026-03-312026-05-06

GSST GOLDMAN SACHS ETF TR28.7K shares-28.95%2026-03-312026-05-06

SPMD SPDR SERIES TRUST21.9K shares0.26%2026-03-312026-05-06

Sponsored

MMCA NEW YORK LIFE INVTS ACTIVE E62.3K shares29.59%2026-03-312026-05-06

NUSC NUSHARES ETF TR26.9K shares39.57%2026-03-312026-05-06

DGRO ISHARES TR17.8K shares-14.88%2026-03-312026-05-06

BGRN ISHARES TR26.4K shares22.63%2026-03-312026-05-06

EEMV ISHARES INC17.3K shares-3.63%2026-03-312026-05-06

SPYG SPDR SERIES TRUST10.3K shares-3.95%2026-03-312026-05-06

V VISA INC3.5K shares-34.78%2026-03-312026-05-06

FNDA SCHWAB STRATEGIC TR31.4K shares5.76%2026-03-312026-05-06

Sponsored

VB VANGUARD INDEX FDS3.9K shares-3.39%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS8.8K shares5.05%2026-03-312026-05-06

ILCG ISHARES TR9.7K shares10.20%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS11.2K shares-3.80%2026-03-312026-05-06

ITOT ISHARES TR6.0K shares-8.21%2026-03-312026-05-06

AVEM AMERICAN CENTY ETF TR9.4K shares40.98%2026-03-312026-05-06

META META PLATFORMS INC1.4K shares3.75%2026-03-312026-05-06

SDG ISHARES TR9.5K shares15.34%2026-03-312026-05-06

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F18.0K shares40.17%2026-03-312026-05-06

IJR ISHARES TR5.9K shares-5.04%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP3.0K shares-0.17%2026-03-312026-05-06

IVW ISHARES TR6.1K shares-0.07%2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS10.1K shares3.02%2026-03-312026-05-06

AOR ISHARES TR11.1K shares9.90%2026-03-312026-05-06

SUSA ISHARES TR5.1K shares9.77%2026-03-312026-05-06

ORCL ORACLE CORP3.8K shares-13.82%2026-03-312026-05-06

Sponsored

NYF ISHARES TR13.1K shares32.71%2026-03-312026-05-06

PSR INVESCO ACTIVELY MANAGED EXC6.8K shares-2.16%2026-03-312026-05-06

WFC WELLS FARGO & CO8.7K shares110.11%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS4.3K shares-0.07%2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F13.0K shares-16.48%2026-03-312026-05-06

IVV ISHARES TR893 shares-1.87%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS12.9K shares-3.11%2026-03-312026-05-06

QGRO AMERICAN CENTY ETF TR5.7K shares14.90%2026-03-312026-05-06

Sponsored

SCHX SCHWAB STRATEGIC TR21.8K shares-3.81%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC932 shares-5.28%2026-03-312026-05-06

FLSP FRANKLIN TEMPLETON ETF TR21.8K shares-2.32%2026-03-312026-05-06

SPYV SPDR SERIES TRUST8.8K shares-2.94%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC5.0K shares-2.62%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR715 shares-20.82%2026-03-312026-05-06

QINT AMERICAN CENTY ETF TR6.7K shares0.00%2026-03-312026-05-06

LLY ELI LILLY & CO458 shares7.26%2026-03-312026-05-06

Sponsored

ESGV VANGUARD WORLD FD3.4K shares22.48%2026-03-312026-05-06

FNDF SCHWAB STRATEGIC TR7.9K shares4.25%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T567 shares3.28%2026-03-312026-05-06

BAC BANK AMERICA CORP7.1K shares-2.02%2026-03-312026-05-06

CAT CATERPILLAR INC401 shares-18.99%2026-03-312026-05-06

ASML ASML HLDG NV251 shares-1.95%2026-03-312026-05-06

MGK VANGUARD WORLD FD4.0K sharesnew addition2026-03-312026-05-06

CSCO CISCO SYS INC3.6K shares-4.68%2026-03-312026-05-06

Sponsored

VSGX VANGUARD WORLD FD4.3K shares30.63%2026-03-312026-05-06

XOM EXXON MOBIL CORP2.1K shares-15.33%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL704 shares-10.55%2026-03-312026-05-06

INTC INTEL CORP2.9K sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.3.5K shares12.61%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP3.3K shares5.20%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC831 sharesnew addition2026-03-312026-05-06

SPSM SPDR SERIES TRUST5.4K shares-5.19%2026-03-312026-05-06

Sponsored

CMCSA COMCAST CORP NEW10.8K shares-3.88%2026-03-312026-05-06

WMT WALMART INC2.2K shares-22.76%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-5.93%2026-03-312026-05-06

BROADCOM INC BROADCOM INC652 shares7.59%2026-03-312026-05-06

MMIT NEW YORK LIFE INVTS ACTIVE E11.4K shares0.03%2026-03-312026-05-06

DIS DISNEY WALT CO2.7K shares5.62%2026-03-312026-05-06

MA MASTERCARD INCORPORATED525 shares0.57%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC2.2K shares-0.54%2026-03-312026-05-06

Sponsored

GS GOLDMAN SACHS GROUP INC273 shares11.89%2026-03-312026-05-06

PEP PEPSICO INC1.6K shares-12.83%2026-03-312026-05-06

IUSB ISHARES TR5.2K shares-9.87%2026-03-312026-05-06

GLD SPDR GOLD TR570 sharesnew addition2026-03-312026-05-06

AXP AMERICAN EXPRESS CO749 shares-12.81%2026-03-312026-05-06

FDN FIRST TR EXCHANGE-TRADED FD880 shares0.00%2026-03-312026-05-06

SDY SPDR SERIES TRUST1.6K shares0.19%2026-03-312026-05-06

CRM SALESFORCE INC1.2K shares-4.01%2026-03-312026-05-06

Sponsored

TJX TJX COS INC NEW1.4K shares-13.64%2026-03-312026-05-06

FNDX SCHWAB STRATEGIC TR7.4K sharesnew addition2026-03-312026-05-06

QCOM QUALCOMM INC1.2K shares-2.79%2026-03-312026-05-06

AMAT APPLIED MATLS INC537 sharesnew addition2026-03-312026-05-06

MS MORGAN STANLEY1.2K sharesnew addition2026-03-312026-05-06

ED CONSOLIDATED EDISON INC2.0K shares-2.97%2026-03-312026-05-06

VOT VANGUARD INDEX FDS748 sharesnew addition2026-03-312026-05-06

VXF VANGUARD INDEX FDS941 sharesnew addition2026-03-312026-05-06

Sponsored

JPM JPMORGAN CHASE & CO692 shares-34.53%2026-03-312026-05-06

HSBC HSBC HLDGS PLC2.4K shares-4.40%2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-03-312026-05-06

GEV GE VERNOVA INC187 sharesnew addition2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F3.4K sharesnew addition2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC556 shares-16.01%2026-03-312026-05-06

LYG LLOYDS BANKING GROUP PLC18.6K shares-10.67%2026-03-312026-05-06

NMR NOMURA HLDGS INC12.0K shares1.84%2026-03-312026-05-06

Sponsored

VANGUARD INDEX FDS

-2.22%

Shares128.1K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

3.78%

Shares925.5K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

-12.43%

Shares1.9M

Event2026-03-31

Filed2026-05-06

GTO

INVESCO ACTIVELY MANAGED EXC

4.94%

Shares1.2M

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

0.39%

Shares976.0K

Event2026-03-31

Filed2026-05-06

VONV

VANGUARD SCOTTSDALE FDS

3.40%

Shares387.2K

Event2026-03-31

Filed2026-05-06

GSIE

GOLDMAN SACHS ETF TR

-16.52%

Shares853.6K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

55.39%

Shares409.4K

Event2026-03-31

Filed2026-05-06

TIPX

SPDR SERIES TRUST

4.08%

Shares985.3K

Event2026-03-31

Filed2026-05-06

HTRB

HARTFORD FDS EXCHANGE TRADED

1.48%

Shares527.2K

Event2026-03-31

Filed2026-05-06

IAGG

ISHARES TR

4.19%

Shares350.9K

Event2026-03-31

Filed2026-05-06

SMMD

ISHARES TR

58.35%

Shares173.0K

Event2026-03-31

Filed2026-05-06

IUSG

ISHARES TR

-6.24%

Shares76.4K

Event2026-03-31

Filed2026-05-06

SPYM

SPDR SERIES TRUST

146.77%

Shares151.6K

Event2026-03-31

Filed2026-05-06

IFRA

ISHARES TR

-1.03%

Shares186.3K

Event2026-03-31

Filed2026-05-06

CMF

ISHARES TR

-0.53%

Shares197.1K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

502.37%

Shares130.0K

Event2026-03-31

Filed2026-05-06

XLRE

SELECT SECTOR SPDR TR

4.67%

Shares240.0K

Event2026-03-31

Filed2026-05-06

QEFA

SPDR INDEX SHS FDS

-3.33%

Shares96.3K

Event2026-03-31

Filed2026-05-06

GUNR

FLEXSHARES TR

-8.56%

Shares168.2K

Event2026-03-31

Filed2026-05-06

INTF

ISHARES TR

-6.08%

Shares223.5K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-2.41%

Shares31.9K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

-7.97%

Shares38.7K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

-5.04%

Shares103.8K

Event2026-03-31

Filed2026-05-06

DSI

ISHARES TR

6.79%

Shares62.9K

Event2026-03-31

Filed2026-05-06

USSG

DBX ETF TR

7.43%

Shares125.7K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

0.71%

Shares79.9K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES TR

3.54%

Shares72.4K

Event2026-03-31

Filed2026-05-06

AVUS

AMERICAN CENTY ETF TR

-1.60%

Shares60.3K

Event2026-03-31

Filed2026-05-06

JMUB

J P MORGAN EXCHANGE TRADED F

0.58%

Shares132.9K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

-7.12%

Shares66.1K

Event2026-03-31

Filed2026-05-06

SCHB

SCHWAB STRATEGIC TR

31.51%

Shares224.6K

Event2026-03-31

Filed2026-05-06

FTLS

FIRST TR EXCH TRADED FD III

-2.08%

Shares80.9K

Event2026-03-31

Filed2026-05-06

ISTB

ISHARES TR

-0.73%

Shares123.2K

Event2026-03-31

Filed2026-05-06

VTEC

VANGUARD CALIF TAX FREE FDS

6.06%

Shares57.7K

Event2026-03-31

Filed2026-05-06

EAGG

ISHARES TR

18.05%

Shares104.9K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-6.45%

Shares23.2K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

-4.99%

Shares41.6K

Event2026-03-31

Filed2026-05-06

EELV

INVESCO EXCH TRADED FD TR II

-4.48%

Shares147.8K

Event2026-03-31

Filed2026-05-06

SHM

SPDR SERIES TRUST

-0.39%

Shares85.2K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

5.61%

Shares10.3K

Event2026-03-31

Filed2026-05-06

NUDM

NUSHARES ETF TR

6.92%

Shares103.5K

Event2026-03-31

Filed2026-05-06

ESGD

ISHARES TR

4.16%

Shares39.0K

Event2026-03-31

Filed2026-05-06

SUSB

ISHARES TR

17.35%

Shares148.8K

Event2026-03-31

Filed2026-05-06

VONE

VANGUARD SCOTTSDALE FDS

25.14%

Shares10.0K

Event2026-03-31

Filed2026-05-06

NANR

SPDR INDEX SHS FDS

-7.48%

Shares38.2K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

1.32%

Shares8.7K

Event2026-03-31

Filed2026-05-06

VCRM

VANGUARD MUN BD FDS

2.63%

Shares39.0K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-0.61%

Shares6.8K

Event2026-03-31

Filed2026-05-06

NFRA

FLEXSHARES TR

-3.10%

Shares39.9K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

13.89%

Shares9.4K

Event2026-03-31

Filed2026-05-06

SCHH

SCHWAB STRATEGIC TR

-4.00%

Shares99.7K

Event2026-03-31

Filed2026-05-06

COWZ

PACER FDS TR

-4.63%

Shares33.7K

Event2026-03-31

Filed2026-05-06

EMCR

DBX ETF TR

38.53%

Shares48.1K

Event2026-03-31

Filed2026-05-06

FNDE

SCHWAB STRATEGIC TR

17.11%

Shares50.3K

Event2026-03-31

Filed2026-05-06

GNR

SPDR INDEX SHS FDS

-9.87%

Shares26.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-4.89%

Shares4.5K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

332.34%

Shares14.8K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

-5.26%

Shares66.3K

Event2026-03-31

Filed2026-05-06

IGF

ISHARES TR

-1.21%

Shares24.7K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

241.40%

Shares19.7K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

1.84%

Shares21.4K

Event2026-03-31

Filed2026-05-06

GSST

GOLDMAN SACHS ETF TR

-28.95%

Shares28.7K

Event2026-03-31

Filed2026-05-06

SPMD

SPDR SERIES TRUST

0.26%

Shares21.9K

Event2026-03-31

Filed2026-05-06

MMCA

NEW YORK LIFE INVTS ACTIVE E

29.59%

Shares62.3K

Event2026-03-31

Filed2026-05-06

NUSC

NUSHARES ETF TR

39.57%

Shares26.9K

Event2026-03-31

Filed2026-05-06

DGRO

ISHARES TR

-14.88%

Shares17.8K

Event2026-03-31

Filed2026-05-06

BGRN

ISHARES TR

22.63%

Shares26.4K

Event2026-03-31

Filed2026-05-06

EEMV

ISHARES INC

-3.63%

Shares17.3K

Event2026-03-31

Filed2026-05-06

SPYG

SPDR SERIES TRUST

-3.95%

Shares10.3K

Event2026-03-31

Filed2026-05-06

VISA INC

-34.78%

Shares3.5K

Event2026-03-31

Filed2026-05-06

FNDA

SCHWAB STRATEGIC TR

5.76%

Shares31.4K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-3.39%

Shares3.9K

Event2026-03-31

Filed2026-05-06

VONG

VANGUARD SCOTTSDALE FDS

5.05%

Shares8.8K

Event2026-03-31

Filed2026-05-06

ILCG

ISHARES TR

10.20%

Shares9.7K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

-3.80%

Shares11.2K

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

-8.21%

Shares6.0K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

40.98%

Shares9.4K

Event2026-03-31

Filed2026-05-06