Sponsored

The Analysis of Bulwark Capital Corp's Holdings & P&L

Currently, Bulwark Capital Corp holds 100 types of securities in its portfolio with a total value $162.2M. In the most recent quarter, they have increased their positions in SCHR (+351.4K shares, valued at $8.8M), PULS (+164.5K shares, valued at $8.1M), JPLD (+97.7K shares, valued at $5.1M); decreased their positions in VMBS (-148.5K shares, valued at $7.0M), VTIP (-19.3K shares, valued at $963.2K), PCMM (-9.6K shares, valued at $472.8K); initiated new positions in XONE (+25.3K shares, valued at $1.3M), ACWV (+4.9K shares, valued at $580.6K), N/A (+1.5K shares, valued at $77.0K).

1M P&L

+3.6M+2.17%

3M P&L

-32.7M-16.22%

HY P&L

-29.7M-14.95%

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/A159.0M

99.4%

2Consumer Electronics533.0K

0.3%

3Software - Infrastructure145.8K

0.1%

Top Industries by Stock Count

1N/A78 stocks

82.1%

2Semiconductors2 stocks

2.1%

3Tobacco2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF51.1K shares0.07%2026-03-312026-04-07

PULS PGIM ULTRA SHORT BOND ETF321.9K shares104.54%2026-03-312026-04-07

JPLD JPMORGAN LIMITED DURATION BOND ETF236.2K shares70.58%2026-03-312026-04-07

IVV ISHARES CORE S&P 500 ETF15.9K shares0.41%2026-03-312026-04-07

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF360.9K shares3680.70%2026-03-312026-04-07

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF173.0K shares-10.03%2026-03-312026-04-07

UYLD ANGEL OAK ULTRASHORT INCOME ETF161.2K shares12.78%2026-03-312026-04-07

SCHP SCHWAB US TIPS ETF294.0K shares18.02%2026-03-312026-04-07

Sponsored

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF70.0K shares229.88%2026-03-312026-04-07

XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF103.4K shares6.18%2026-03-312026-04-07

VGT VANGUARD INFORMATION TECHNOLOGY ETF7.3K shares-3.08%2026-03-312026-04-07

JAAA JANUS HENDERSON AAA CLO ETF89.5K shares12.83%2026-03-312026-04-07

CGDV CAPITAL GROUP DIVIDEND VALUE ETF100.8K shares-3.69%2026-03-312026-04-07

CLOA ISHARES AAA CLO ACTIVE ETF70.7K shares55.81%2026-03-312026-04-07

IUSG ISHARES CORE S&P U.S. GROWTH ETF20.4K shares2.19%2026-03-312026-04-07

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF65.2K shares-69.50%2026-03-312026-04-07

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF48.5K shares-0.41%2026-03-312026-04-07

VIG VANGUARD DIVIDEND APPRECIATION ETF11.9K shares-2.74%2026-03-312026-04-07

CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF79.9K shares-5.84%2026-03-312026-04-07

TBLL INVESCO SHORT TERM TREASURY ETF21.4K shares1.35%2026-03-312026-04-07

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I3.5K shares0.00%2026-03-312026-04-07

JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF40.5K shares1.81%2026-03-312026-04-07

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF64.5K shares-2.46%2026-03-312026-04-07

JSI JANUS HENDERSON SECURITIZED INCOME ETF28.8K shares0.11%2026-03-312026-04-07

Sponsored

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF46.3K shares1.47%2026-03-312026-04-07

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF26.2K shares1205.72%2026-03-312026-04-07

XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF25.3K sharesnew addition2026-03-312026-04-07

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF39.6K shares16.22%2026-03-312026-04-07

IEFA ISHARES CORE MSCI EAFE ETF11.8K shares-0.50%2026-03-312026-04-07

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF18.6K shares-3.75%2026-03-312026-04-07

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND10.3K shares-5.85%2026-03-312026-04-07

VCR VANGUARD CONSUMER DISCRETIONARY ETF2.4K shares-11.70%2026-03-312026-04-07

Sponsored

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF10.4K shares2.59%2026-03-312026-04-07

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF5.5K shares-1.65%2026-03-312026-04-07

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF13.7K shares0.00%2026-03-312026-04-07

VHT VANGUARD HEALTH CARE ETF2.2K shares0.00%2026-03-312026-04-07

DEXC DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF9.1K shares1.84%2026-03-312026-04-07

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF4.9K sharesnew addition2026-03-312026-04-07

AAPL APPLE INC COM2.1K shares-3.58%2026-03-312026-04-07

SPY STATE STREET SPDR S&P 500 ETF781 shares-13.89%2026-03-312026-04-07

Sponsored

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF16.6K shares-3.98%2026-03-312026-04-07

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF6.1K shares-15.18%2026-03-312026-04-07

FRDM FREEDOM 100 EMERGING MARKETS ETF8.7K shares-0.86%2026-03-312026-04-07

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF2.8K shares-0.18%2026-03-312026-04-07

EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF15.2K shares-36.07%2026-03-312026-04-07

QQQM INVESCO NASDAQ 100 ETF1.6K shares1419.61%2026-03-312026-04-07

ENFR ALERIAN ENERGY INFRASTRUCTURE ETF8.3K shares-49.94%2026-03-312026-04-07

SCHD SCHWAB US DIVIDEND EQUITY ETF9.2K shares-18.13%2026-03-312026-04-07

Sponsored

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF7.1K shares-10.39%2026-03-312026-04-07

VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.3K shares15.02%2026-03-312026-04-07

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF2.5K shares0.00%2026-03-312026-04-07

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN4.0K shares-2.76%2026-03-312026-04-07

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST2.0K shares-24.12%2026-03-312026-04-07

IHAK ISHARES CYBERSECURITY & TECH ETF4.1K shares-57.76%2026-03-312026-04-07

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF737 shares0.00%2026-03-312026-04-07

MSFT MICROSOFT CORP COM394 shares135.93%2026-03-312026-04-07

Sponsored

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF970 shares0.00%2026-03-312026-04-07

SCHO SCHWAB SHORT-TERM US TREASURY ETF5.0K shares-32.17%2026-03-312026-04-07

IVW ISHARES S&P 500 GROWTH ETF1.0K shares0.00%2026-03-312026-04-07

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF196 shares-75.68%2026-03-312026-04-07

SCHM SCHWAB U.S. MID-CAP ETF2.7K shares-0.59%2026-03-312026-04-07

FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF2.5K shares0.00%2026-03-312026-04-07

JANUS HENDERSON ASSET-BACKED SECURITIES ETF JANUS HENDERSON ASSET-BACKED SECURITIES ETF1.5K sharesnew addition2026-03-312026-04-07

IAK ISHARES U.S. INSURANCE ETF585 shares-36.62%2026-03-312026-04-07

Sponsored

VUSB VANGUARD ULTRA-SHORT BOND ETF1.5K shares-76.38%2026-03-312026-04-07

PCMM BONDBLOXX PRIVATE CREDIT CLO ETF1.5K shares-86.50%2026-03-312026-04-07

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER2.9K shares102.07%2026-03-312026-04-07

IVT INVENTRUST PPTYS CORP COM NEW2.1K shares0.00%2026-03-312026-04-07

DGRO ISHARES CORE DIVIDEND GROWTH ETF824 shares-13.08%2026-03-312026-04-07

MO ALTRIA GROUP INC COM846 shares0.00%2026-03-312026-04-07

PM PHILIP MORRIS INTL INC COM317 shares0.00%2026-03-312026-04-07

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR1.4K sharesnew addition2026-03-312026-04-07

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF833 shares38.83%2026-03-312026-04-07

WPM WHEATON PRECIOUS METALS CORP COM300 shares0.00%2026-03-312026-04-07

IJR ISHARES CORE S&P SMALL CAP ETF272 shares0.00%2026-03-312026-04-07

SCHX SCHWAB U.S. LARGE-CAP ETF1.3K shares0.00%2026-03-312026-04-07

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF220 shares0.00%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC COM589 shares0.00%2026-03-312026-04-07

COST COSTCO WHOLESALE CORPORATION COM25 shares0.00%2026-03-312026-04-07

AMZN AMAZON COM INC COM100 shares0.00%2026-03-312026-04-07

Sponsored

GE AEROSPACE COM NEW GE AEROSPACE COM NEW63 shares0.00%2026-03-312026-04-07

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A59 shares0.00%2026-03-312026-04-07

SMH VANECK SEMICONDUCTOR ETF43 shares0.00%2026-03-312026-04-07

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS48 shares37.14%2026-03-312026-04-07

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF119 shares0.00%2026-03-312026-04-07

GEV GE VERNOVA INC COM15 shares0.00%2026-03-312026-04-07

ASML ASML HLDG NV N Y REGISTRY SHS8 shares-46.67%2026-03-312026-04-07

XEMD BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF236 sharesnew addition2026-03-312026-04-07

Sponsored

IBIT ISHARES BITCOIN TRUST ETF267 shares0.00%2026-03-312026-04-07

NVDA NVIDIA CORPORATION COM40 shares0.00%2026-03-312026-04-07

VUG VANGUARD GROWTH ETF12 shares0.00%2026-03-312026-04-07

CVX CHEVRON CORPORATION COM25 shares0.00%2026-03-312026-04-07

NVAX NOVAVAX INC COM NEW610 shares0.00%2026-03-312026-04-07

CRM SALESFORCE INC COM25 shares0.00%2026-03-312026-04-07

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF30 shares0.00%2026-03-312026-04-07

XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF6 shares0.00%2026-03-312026-04-07

Sponsored

SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF32 shares0.00%2026-03-312026-04-07

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK21 shares0.00%2026-03-312026-04-07

MJ AMPLIFY ALTERNATIVE HARVEST ETF35 shares0.00%2026-03-312026-04-07

SLV ISHARES SILVER TRUST1 shares-99.61%2026-03-312026-04-07

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.07%

Shares51.1K

Event2026-03-31

Filed2026-04-07

PULS

PGIM ULTRA SHORT BOND ETF

104.54%

Shares321.9K

Event2026-03-31

Filed2026-04-07

JPLD

JPMORGAN LIMITED DURATION BOND ETF

70.58%

Shares236.2K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES CORE S&P 500 ETF

0.41%

Shares15.9K

Event2026-03-31

Filed2026-04-07

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

3680.70%

Shares360.9K

Event2026-03-31

Filed2026-04-07

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

-10.03%

Shares173.0K

Event2026-03-31

Filed2026-04-07

UYLD

ANGEL OAK ULTRASHORT INCOME ETF

12.78%

Shares161.2K

Event2026-03-31

Filed2026-04-07

SCHP

SCHWAB US TIPS ETF

18.02%

Shares294.0K

Event2026-03-31

Filed2026-04-07

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

229.88%

Shares70.0K

Event2026-03-31

Filed2026-04-07

XHLF

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

6.18%

Shares103.4K

Event2026-03-31

Filed2026-04-07

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-3.08%

Shares7.3K

Event2026-03-31

Filed2026-04-07

JAAA

JANUS HENDERSON AAA CLO ETF

12.83%

Shares89.5K

Event2026-03-31

Filed2026-04-07

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

-3.69%

Shares100.8K

Event2026-03-31

Filed2026-04-07

CLOA

ISHARES AAA CLO ACTIVE ETF

55.81%

Shares70.7K

Event2026-03-31

Filed2026-04-07

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

2.19%

Shares20.4K

Event2026-03-31

Filed2026-04-07

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

-69.50%

Shares65.2K

Event2026-03-31

Filed2026-04-07

XLG

INVESCO S&P 500 TOP 50 ETF

-0.41%

Shares48.5K

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-2.74%

Shares11.9K

Event2026-03-31

Filed2026-04-07

CGCV

CAPITAL GROUP CONSERVATIVE EQUITY ETF

-5.84%

Shares79.9K

Event2026-03-31

Filed2026-04-07

TBLL

INVESCO SHORT TERM TREASURY ETF

1.35%

Shares21.4K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TRUST SERIES I

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-07

JMBS

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

1.81%

Shares40.5K

Event2026-03-31

Filed2026-04-07

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

-2.46%

Shares64.5K

Event2026-03-31

Filed2026-04-07

JSI

JANUS HENDERSON SECURITIZED INCOME ETF

0.11%

Shares28.8K

Event2026-03-31

Filed2026-04-07

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

1.47%

Shares46.3K

Event2026-03-31

Filed2026-04-07

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

1205.72%

Shares26.2K

Event2026-03-31

Filed2026-04-07

XONE

BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF

New

Shares25.3K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

16.22%

Shares39.6K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES CORE MSCI EAFE ETF

-0.50%

Shares11.8K

Event2026-03-31

Filed2026-04-07

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-3.75%

Shares18.6K

Event2026-03-31

Filed2026-04-07

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-5.85%

Shares10.3K

Event2026-03-31

Filed2026-04-07

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

-11.70%

Shares2.4K

Event2026-03-31

Filed2026-04-07

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

2.59%

Shares10.4K

Event2026-03-31

Filed2026-04-07

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-1.65%

Shares5.5K

Event2026-03-31

Filed2026-04-07

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-07

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-07

DEXC

DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF

1.84%

Shares9.1K

Event2026-03-31

Filed2026-04-07

ACWV

ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

New

Shares4.9K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC COM

-3.58%

Shares2.1K

Event2026-03-31

Filed2026-04-07

SPY

STATE STREET SPDR S&P 500 ETF

-13.89%

Shares781

Event2026-03-31

Filed2026-04-07

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

-3.98%

Shares16.6K

Event2026-03-31

Filed2026-04-07

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-15.18%

Shares6.1K

Event2026-03-31

Filed2026-04-07

FRDM

FREEDOM 100 EMERGING MARKETS ETF

-0.86%

Shares8.7K

Event2026-03-31

Filed2026-04-07

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

-0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-07

EELV

INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF

-36.07%

Shares15.2K

Event2026-03-31

Filed2026-04-07

QQQM

INVESCO NASDAQ 100 ETF

1419.61%

Shares1.6K

Event2026-03-31

Filed2026-04-07

ENFR

ALERIAN ENERGY INFRASTRUCTURE ETF

-49.94%

Shares8.3K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-18.13%

Shares9.2K

Event2026-03-31

Filed2026-04-07

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

-10.39%

Shares7.1K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

15.02%

Shares3.3K

Event2026-03-31

Filed2026-04-07

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-07

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

-2.76%

Shares4.0K

Event2026-03-31

Filed2026-04-07

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-24.12%

Shares2.0K

Event2026-03-31

Filed2026-04-07

IHAK

ISHARES CYBERSECURITY & TECH ETF

-57.76%

Shares4.1K

Event2026-03-31

Filed2026-04-07

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

0.00%

Shares737

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP COM

135.93%

Shares394

Event2026-03-31

Filed2026-04-07

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares970

Event2026-03-31

Filed2026-04-07

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

-32.17%

Shares5.0K

Event2026-03-31

Filed2026-04-07

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-07

VANGUARD S&P 500 ETF

-75.68%

Shares196

Event2026-03-31

Filed2026-04-07

SCHM

SCHWAB U.S. MID-CAP ETF

-0.59%

Shares2.7K

Event2026-03-31

Filed2026-04-07

FFSM

FIDELITY FUNDAMENTAL SMALL-MID CAP ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-07

JANUS HENDERSON ASSET-BACKED SECURITIES ETF

New

Shares1.5K

Event2026-03-31

Filed2026-04-07

IAK

ISHARES U.S. INSURANCE ETF

-36.62%

Shares585

Event2026-03-31

Filed2026-04-07

VUSB

VANGUARD ULTRA-SHORT BOND ETF

-76.38%

Shares1.5K

Event2026-03-31

Filed2026-04-07

PCMM

BONDBLOXX PRIVATE CREDIT CLO ETF

-86.50%

Shares1.5K

Event2026-03-31

Filed2026-04-07

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

102.07%

Shares2.9K

Event2026-03-31

Filed2026-04-07

IVT

INVENTRUST PPTYS CORP COM NEW

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-07

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-13.08%

Shares824

Event2026-03-31

Filed2026-04-07

ALTRIA GROUP INC COM

0.00%

Shares846

Event2026-03-31

Filed2026-04-07

PHILIP MORRIS INTL INC COM

0.00%

Shares317

Event2026-03-31

Filed2026-04-07

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

38.83%

Shares833

Event2026-03-31

Filed2026-04-07

WPM

WHEATON PRECIOUS METALS CORP COM

0.00%

Shares300

Event2026-03-31

Filed2026-04-07

IJR

ISHARES CORE S&P SMALL CAP ETF

0.00%

Shares272

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-07

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

0.00%

Shares220

Event2026-03-31

Filed2026-04-07

VERIZON COMMUNICATIONS INC COM

0.00%

Shares589

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares25

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC COM

0.00%

Shares100

Event2026-03-31

Filed2026-04-07

GE AEROSPACE COM NEW

0.00%

Shares63

Event2026-03-31

Filed2026-04-07

ALPHABET INC CAP STK CL A

0.00%

Shares59

Event2026-03-31

Filed2026-04-07

SMH

VANECK SEMICONDUCTOR ETF

0.00%

Shares43

Event2026-03-31

Filed2026-04-07

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

37.14%

Shares48

Event2026-03-31

Filed2026-04-07

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

0.00%

Shares119

Event2026-03-31

Filed2026-04-07

GEV

GE VERNOVA INC COM

0.00%

Shares15

Event2026-03-31

Filed2026-04-07

ASML

ASML HLDG NV N Y REGISTRY SHS

-46.67%

Shares8

Event2026-03-31

Filed2026-04-07

XEMD

BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF

New

Shares236

Event2026-03-31

Filed2026-04-07

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares267

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION COM

0.00%

Shares40

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD GROWTH ETF

0.00%

Shares12

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORPORATION COM

0.00%

Shares25

Event2026-03-31

Filed2026-04-07

NVAX

NOVAVAX INC COM NEW

0.00%

Shares610

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC COM

0.00%

Shares25

Event2026-03-31

Filed2026-04-07

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.00%

Shares30

Event2026-03-31

Filed2026-04-07

XSD

STATE STREET SPDR S&P SEMICONDUCTOR ETF

0.00%

Shares6

Event2026-03-31

Filed2026-04-07

SPHD

INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF

0.00%

Shares32

Event2026-03-31

Filed2026-04-07

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

0.00%

Shares21

Event2026-03-31

Filed2026-04-07

AMPLIFY ALTERNATIVE HARVEST ETF

0.00%

Shares35

Event2026-03-31

Filed2026-04-07

SLV

ISHARES SILVER TRUST

-99.61%

Shares1

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available