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The Analysis of Burk Holdings LLC's Holdings & P&L

Currently, Burk Holdings LLC holds 674 types of securities in its portfolio with a total value $233.3M. In the most recent quarter, they have increased their positions in DFCF (+24.4K shares, valued at $1.0M), DFLV (+27.6K shares, valued at $983.9K), DFAS (+9.4K shares, valued at $669.3K); decreased their positions in VTI (-726 shares, valued at $232.9K), VEA (-3.2K shares, valued at $207.9K), FNDX (-5.6K shares, valued at $156.6K); initiated new positions in VTES (+3.2K shares, valued at $324.0K), CAT (+326 shares, valued at $231.0K), N/A (+2.7K shares, valued at $199.8K).

1M P&L

+6.9M+2.83%

3M P&L

+6.1M+2.51%

HY P&L

+28.8M+13.10%

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/A212.7M

93.3%

2Semiconductors2.8M

1.2%

3Consumer Electronics1.3M

0.6%

Top Industries by Stock Count

1N/A174 stocks

28.2%

2Asset Management23 stocks

3.7%

3Utilities - Regulated Electric17 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIC DIMENSIONAL ETF TRUST623.5K shares2.04%2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST389.2K shares4.59%2026-03-312026-05-08

DFLV DIMENSIONAL ETF TRUST367.1K shares8.11%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST177.2K shares5.61%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR107.7K shares3.76%2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST318.9K shares1.96%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST227.2K shares4.69%2026-03-312026-05-08

DFCF DIMENSIONAL ETF TRUST242.7K shares11.18%2026-03-312026-05-08

Sponsored

AVDE AMERICAN CENTY ETF TR88.8K shares3.39%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST99.8K shares9.69%2026-03-312026-05-08

DFSD DIMENSIONAL ETF TRUST143.4K shares6.67%2026-03-312026-05-08

DFGR DIMENSIONAL ETF TRUST254.4K shares7.10%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR68.3K shares0.24%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST87.2K shares7.76%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST153.3K shares-0.41%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST135.6K shares9.59%2026-03-312026-05-08

Sponsored

DFIV DIMENSIONAL ETF TRUST92.2K shares-0.58%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR50.8K shares5.75%2026-03-312026-05-08

DFAR DIMENSIONAL ETF TRUST162.5K shares14.96%2026-03-312026-05-08

JHPI JOHN HANCOCK EXCHANGE TRADED141.7K shares7.13%2026-03-312026-05-08

DFAE DIMENSIONAL ETF TRUST93.5K shares4.14%2026-03-312026-05-08

AVUS AMERICAN CENTY ETF TR27.7K shares12.95%2026-03-312026-05-08

AVRE AMERICAN CENTY ETF TR69.2K shares7.43%2026-03-312026-05-08

DUSB DIMENSIONAL ETF TRUST50.1K shares0.00%2026-03-312026-05-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS51.1K shares-1.17%2026-03-312026-05-08

AVSC AMERICAN CENTY ETF TR35.8K shares18.37%2026-03-312026-05-08

SCHO SCHWAB STRATEGIC TR86.0K shares19.63%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR64.6K shares1.17%2026-03-312026-05-08

NVDA NVIDIA CORPORATION9.1K shares0.09%2026-03-312026-05-08

IXUS ISHARES TR17.2K shares0.00%2026-03-312026-05-08

BLV VANGUARD BD INDEX FDS21.3K shares4.41%2026-03-312026-05-08

AAPL APPLE INC5.2K shares-2.27%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.1K shares0.00%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR11.9K shares1.77%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC5.7K shares-3.94%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares2.27%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS5.0K shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC5.1K shares-7.06%2026-03-312026-05-08

MSFT MICROSOFT CORP2.7K shares0.67%2026-03-312026-05-08

DLN WISDOMTREE TR10.8K shares0.00%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.5K shares0.28%2026-03-312026-05-08

AVIV AMERICAN CENTY ETF TR11.1K shares39.77%2026-03-312026-05-08

XOM EXXON MOBIL CORP4.3K shares0.14%2026-03-312026-05-08

CSCO CISCO SYS INC8.8K shares3.52%2026-03-312026-05-08

IJH ISHARES TR10.0K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-2.81%2026-03-312026-05-08

LLY ELI LILLY & CO700 shares10.76%2026-03-312026-05-08

META META PLATFORMS INC1.0K shares-0.48%2026-03-312026-05-08

Sponsored

VV VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS4.9K shares0.06%2026-03-312026-05-08

FUNDVANTAGE TR FUNDVANTAGE TR23.8K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.7K shares-4.73%2026-03-312026-05-08

IUSV ISHARES TR4.6K shares0.32%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares1.07%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST11.6K shares2.47%2026-03-312026-05-08

DFNM DIMENSIONAL ETF TRUST9.3K shares1.84%2026-03-312026-05-08

Sponsored

DFAX DIMENSIONAL ETF TRUST12.1K shares-5.08%2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.1K shares-39.07%2026-03-312026-05-08

OKE ONEOK INC NEW3.7K shares0.00%2026-03-312026-05-08

IJR ISHARES TR2.7K shares0.00%2026-03-312026-05-08

VTES VANGUARD WELLINGTON FD3.2K sharesnew addition2026-03-312026-05-08

SCHZ SCHWAB STRATEGIC TR12.9K shares0.00%2026-03-312026-05-08

JVAL J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS3.2K shares-30.96%2026-03-312026-05-08

Sponsored

SHM SPDR SERIES TRUST5.8K shares-5.25%2026-03-312026-05-08

JMOM J P MORGAN EXCHANGE TRADED F3.8K shares0.00%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR9.1K shares-38.13%2026-03-312026-05-08

CAT CATERPILLAR INC326 sharesnew addition2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS4.5K shares-11.77%2026-03-312026-05-08

AVSF AMERICAN CENTY ETF TR4.7K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC749 shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP4.4K shares0.00%2026-03-312026-05-08

Sponsored

EOS EATON VANCE ENHANCED EQUITY10.3K shares0.00%2026-03-312026-05-08

IVV ISHARES TR310 shares0.00%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.7K sharesnew addition2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND404 shares-8.80%2026-03-312026-05-08

PKW INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-03-312026-05-08

ITOT ISHARES TR1.3K sharesnew addition2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR6.2K sharesnew addition2026-03-312026-05-08

WMT WALMART INC1.3K sharesnew addition2026-03-312026-05-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS691 shares-2.95%2026-03-312026-05-08

VTV VANGUARD INDEX FDS845 sharesnew addition2026-03-312026-05-08

BOKF BOK FINL CORP1.3K sharesnew addition2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS2.5K shares-56.30%2026-03-312026-05-08

PSX PHILLIPS 66872 sharesnew addition2026-03-312026-05-08

HD HOME DEPOT INC474 sharesnew addition2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR6.3K sharesnew addition2026-03-312026-05-08

OGS ONE GAS INC1.7K shares-43.41%2026-03-312026-05-08

Sponsored

AVLC AMERICAN CENTY ETF TR1.9K sharesnew addition2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC359 sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO497 sharesnew addition2026-03-312026-05-08

CRM SALESFORCE INC783 shares-0.51%2026-03-312026-05-08

TSLA TESLA INC373 sharesnew addition2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F2.5K sharesnew addition2026-03-312026-05-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL350 sharesnew addition2026-03-312026-05-08

IWS ISHARES TR902 sharesnew addition2026-03-312026-05-08

Sponsored

FNDF SCHWAB STRATEGIC TR2.6K sharesnew addition2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO396 sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC410 sharesnew addition2026-03-312026-05-08

FENY FIDELITY COVINGTON TRUST3.6K sharesnew addition2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC414 sharesnew addition2026-03-312026-05-08

KO COCA COLA CO1.6K sharesnew addition2026-03-312026-05-08

VOE VANGUARD INDEX FDS602 sharesnew addition2026-03-312026-05-08

JNJ JOHNSON & JOHNSON452 sharesnew addition2026-03-312026-05-08

Sponsored

NOBL PROSHARES TR1.0K sharesnew addition2026-03-312026-05-08

JPIE J P MORGAN EXCHANGE TRADED F2.3K sharesnew addition2026-03-312026-05-08

IYG ISHARES TR1.2K sharesnew addition2026-03-312026-05-08

AXP AMERICAN EXPRESS CO333 sharesnew addition2026-03-312026-05-08

DFSU DIMENSIONAL ETF TRUST2.4K sharesnew addition2026-03-312026-05-08

CNP CENTERPOINT ENERGY INC2.1K sharesnew addition2026-03-312026-05-08

IWD ISHARES TR418 sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR205 sharesnew addition2026-03-312026-05-08

Sponsored

AEE AMEREN CORP794 sharesnew addition2026-03-312026-05-08

WELL WELLTOWER INC439 sharesnew addition2026-03-312026-05-08

MCD MCDONALDS CORP278 sharesnew addition2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR532 sharesnew addition2026-03-312026-05-08

SDY SPDR SERIES TRUST586 sharesnew addition2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR2.9K sharesnew addition2026-03-312026-05-08

FNDE SCHWAB STRATEGIC TR2.2K sharesnew addition2026-03-312026-05-08

VUG VANGUARD INDEX FDS186 sharesnew addition2026-03-312026-05-08

Sponsored

SCHE SCHWAB STRATEGIC TR2.4K sharesnew addition2026-03-312026-05-08

QXO QXO INC14.8K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC.813 sharesnew addition2026-03-312026-05-08

VPLS VANGUARD MALVERN FDS989 sharesnew addition2026-03-312026-05-08

VB VANGUARD INDEX FDS286 sharesnew addition2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 40119 sharesnew addition2026-03-312026-05-08

PEP PEPSICO INC462 sharesnew addition2026-03-312026-05-08

IWF ISHARES TR168 sharesnew addition2026-03-312026-05-08

Sponsored

WMB WILLIAMS COS INC959 sharesnew addition2026-03-312026-05-08

FNDA SCHWAB STRATEGIC TR2.2K sharesnew addition2026-03-312026-05-08

COP CONOCOPHILLIPS518 sharesnew addition2026-03-312026-05-08

CSWC CAPITAL SOUTHWEST CORP3.1K sharesnew addition2026-03-312026-05-08

WM WASTE MGMT INC DEL294 sharesnew addition2026-03-312026-05-08

SCHI SCHWAB STRATEGIC TR2.9K sharesnew addition2026-03-312026-05-08

DIHP DIMENSIONAL ETF TRUST2.0K sharesnew addition2026-03-312026-05-08

V VISA INC205 sharesnew addition2026-03-312026-05-08

Sponsored

SCHH SCHWAB STRATEGIC TR2.9K sharesnew addition2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR2.0K sharesnew addition2026-03-312026-05-08

DFAW DIMENSIONAL ETF TRUST822 sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO415 sharesnew addition2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR407 sharesnew addition2026-03-312026-05-08

INDI INDIE SEMICONDUCTOR INC18.1K shares0.00%2026-03-312026-05-08

CHY CALAMOS CONV & HIGH INCOME F5.3K sharesnew addition2026-03-312026-05-08

VXF VANGUARD INDEX FDS276 sharesnew addition2026-03-312026-05-08

Sponsored

IVE ISHARES TR269 sharesnew addition2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP205 sharesnew addition2026-03-312026-05-08

TSLX SIXTH STREET SPECIALTY LENDI3.0K sharesnew addition2026-03-312026-05-08

CVX CHEVRON CORPORATION251 sharesnew addition2026-03-312026-05-08

VBR VANGUARD INDEX FDS237 sharesnew addition2026-03-312026-05-08

VTEL VANGUARD MUN BD FDS490 sharesnew addition2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F988 sharesnew addition2026-03-312026-05-08

NULG NUSHARES ETF TR542 sharesnew addition2026-03-312026-05-08

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F991 sharesnew addition2026-03-312026-05-08

DFSI DIMENSIONAL ETF TRUST1.0K sharesnew addition2026-03-312026-05-08

FQAL FIDELITY COVINGTON TRUST600 sharesnew addition2026-03-312026-05-08

FDUS FIDUS INVT CORP2.5K sharesnew addition2026-03-312026-05-08

APH AMPHENOL CORP320 sharesnew addition2026-03-312026-05-08

VO VANGUARD INDEX FDS139 sharesnew addition2026-03-312026-05-08

CGBD CARLYLE SECURED LENDING INC3.5K sharesnew addition2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC86 sharesnew addition2026-03-312026-05-08

Sponsored

SCHP SCHWAB STRATEGIC TR1.3K sharesnew addition2026-03-312026-05-08

SCHR SCHWAB STRATEGIC TR1.3K sharesnew addition2026-03-312026-05-08

T AT&T INC1.1K sharesnew addition2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION32 sharesnew addition2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP145 sharesnew addition2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE108 sharesnew addition2026-03-312026-05-08

DFIP DIMENSIONAL ETF TRUST726 sharesnew addition2026-03-312026-05-08

GM GENERAL MTRS CO402 sharesnew addition2026-03-312026-05-08

Sponsored

GBDC GOLUB CAP BDC INC2.4K sharesnew addition2026-03-312026-05-08

SCHC SCHWAB STRATEGIC TR640 sharesnew addition2026-03-312026-05-08

EVRG EVERGY INC363 sharesnew addition2026-03-312026-05-08

SPUS TIDAL TRUST I609 sharesnew addition2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS198 sharesnew addition2026-03-312026-05-08

LADR LADDER CAP CORP3.0K sharesnew addition2026-03-312026-05-08

IEFA ISHARES TR315 sharesnew addition2026-03-312026-05-08

GLW CORNING INC206 sharesnew addition2026-03-312026-05-08

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION2.5K sharesnew addition2026-03-312026-05-08

SMBS SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-08

TRIN TRINITY CAP INC1.8K sharesnew addition2026-03-312026-05-08

MU MICRON TECHNOLOGY INC78 sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC121 sharesnew addition2026-03-312026-05-08

DFSE DIMENSIONAL ETF TRUST619 sharesnew addition2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II372 sharesnew addition2026-03-312026-05-08

HTGC HERCULES CAPITAL INC1.8K sharesnew addition2026-03-312026-05-08

Sponsored

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV968 sharesnew addition2026-03-312026-05-08

GAIN GLADSTONE INVT CORP1.7K sharesnew addition2026-03-312026-05-08

IWM ISHARES TR96 sharesnew addition2026-03-312026-05-08

ARCC ARES CAPITAL CORP1.3K sharesnew addition2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC28 sharesnew addition2026-03-312026-05-08

SPWO SP FUNDS TRUST838 sharesnew addition2026-03-312026-05-08

LOW LOWES COS INC97 sharesnew addition2026-03-312026-05-08

MET METLIFE INC322 sharesnew addition2026-03-312026-05-08

Sponsored

SBRA SABRA HEALTH CARE REIT INC1.2K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC184 sharesnew addition2026-03-312026-05-08

BCSF BAIN CAP SPECIALTY FIN INC1.7K sharesnew addition2026-03-312026-05-08

ASO ACADEMY SPORTS & OUTDOORS IN376 sharesnew addition2026-03-312026-05-08

GEV GE VERNOVA INC24 sharesnew addition2026-03-312026-05-08

MMM 3M CO139 sharesnew addition2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC45 sharesnew addition2026-03-312026-05-08

XAR SPDR SERIES TRUST79 sharesnew addition2026-03-312026-05-08

Sponsored

XLF SELECT SECTOR SPDR TR405 sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC50 sharesnew addition2026-03-312026-05-08

CB CHUBB LTD SWITZ59 sharesnew addition2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP27 sharesnew addition2026-03-312026-05-08

LINDE PLC LINDE PLC37 sharesnew addition2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC54 sharesnew addition2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS195 sharesnew addition2026-03-312026-05-08

DRAFTKINGS INC NEW DRAFTKINGS INC NEW842 sharesnew addition2026-03-312026-05-08

Sponsored

WFC WELLS FARGO & CO226 sharesnew addition2026-03-312026-05-08

IWR ISHARES TR182 sharesnew addition2026-03-312026-05-08

GIB CGI INC237 sharesnew addition2026-03-312026-05-08

GSBD GOLDMAN SACHS BDC INC1.9K sharesnew addition2026-03-312026-05-08

PSTL POSTAL REALTY TRUST INC921 sharesnew addition2026-03-312026-05-08

PFLT PENNANTPARK FLOATING RATE CA2.1K sharesnew addition2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC4 sharesnew addition2026-03-312026-05-08

MA MASTERCARD INCORPORATED33 sharesnew addition2026-03-312026-05-08

Sponsored

AMAT APPLIED MATLS INC48 sharesnew addition2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC17 sharesnew addition2026-03-312026-05-08

ORCL ORACLE CORP109 sharesnew addition2026-03-312026-05-08

LIT GLOBAL X FDS214 sharesnew addition2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC38 sharesnew addition2026-03-312026-05-08

SLRC SLR INVESTMENT CORP1.1K sharesnew addition2026-03-312026-05-08

BKCH GLOBAL X FDS277 sharesnew addition2026-03-312026-05-08

CL COLGATE PALMOLIVE CO180 sharesnew addition2026-03-312026-05-08

Sponsored

DFSB DIMENSIONAL ETF TRUST296 sharesnew addition2026-03-312026-05-08

RTX RTX CORPORATION79 sharesnew addition2026-03-312026-05-08

SO SOUTHERN CO150 sharesnew addition2026-03-312026-05-08

VSS VANGUARD INTL EQUITY INDEX F99 sharesnew addition2026-03-312026-05-08

ZS ZSCALER INC100 sharesnew addition2026-03-312026-05-08

VNQI VANGUARD INTL EQUITY INDEX F314 sharesnew addition2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC30 sharesnew addition2026-03-312026-05-08

FNDC SCHWAB STRATEGIC TR295 sharesnew addition2026-03-312026-05-08

Sponsored

VLO VALERO ENERGY CORP55 sharesnew addition2026-03-312026-05-08

NEE NEXTERA ENERGY INC144 sharesnew addition2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC27 sharesnew addition2026-03-312026-05-08

ASML ASML HLDG NV10 sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC90 sharesnew addition2026-03-312026-05-08

FTNT FORTINET INC160 sharesnew addition2026-03-312026-05-08

ADI ANALOG DEVICES INC41 sharesnew addition2026-03-312026-05-08

MS MORGAN STANLEY79 sharesnew addition2026-03-312026-05-08

Sponsored

IWP ISHARES TR101 sharesnew addition2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC113 sharesnew addition2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS161 sharesnew addition2026-03-312026-05-08

INTC INTEL CORP289 sharesnew addition2026-03-312026-05-08

PFE PFIZER INC454 sharesnew addition2026-03-312026-05-08

EQIX EQUINIX INC13 sharesnew addition2026-03-312026-05-08

JQUA J P MORGAN EXCHANGE TRADED F205 sharesnew addition2026-03-312026-05-08

ERIC TELEFONAKTIEBOLAGET LM ERICS1.1K sharesnew addition2026-03-312026-05-08

Sponsored

IVW ISHARES TR107 sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC70 sharesnew addition2026-03-312026-05-08

TMUS T-MOBILE US INC55 sharesnew addition2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR250 sharesnew addition2026-03-312026-05-08

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING1.0K sharesnew addition2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC98 sharesnew addition2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW86 sharesnew addition2026-03-312026-05-08

HAUZ DBX ETF TR485 sharesnew addition2026-03-312026-05-08

Sponsored

AMGN AMGEN INC31 sharesnew addition2026-03-312026-05-08

CVS CVS HEALTH CORP150 sharesnew addition2026-03-312026-05-08

GILD GILEAD SCIENCES INC77 sharesnew addition2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC30 sharesnew addition2026-03-312026-05-08

TJX TJX COS INC NEW67 sharesnew addition2026-03-312026-05-08

IJJ ISHARES TR80 sharesnew addition2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC84 sharesnew addition2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP17 sharesnew addition2026-03-312026-05-08

Sponsored

SPEM SPDR INDEX SHS FDS218 sharesnew addition2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC142 sharesnew addition2026-03-312026-05-08

DE DEERE & CO18 sharesnew addition2026-03-312026-05-08

DIS DISNEY WALT CO105 sharesnew addition2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC37 sharesnew addition2026-03-312026-05-08

GSK PLC GSK PLC178 sharesnew addition2026-03-312026-05-08

NVS NOVARTIS AG64 sharesnew addition2026-03-312026-05-08

CME CME GROUP INC33 sharesnew addition2026-03-312026-05-08

Sponsored

VIGI VANGUARD WHITEHALL FDS110 sharesnew addition2026-03-312026-05-08

TPVG TRIPLEPOINT VENTURE GROWTH B1.9K sharesnew addition2026-03-312026-05-08

KVUE KENVUE INC541 sharesnew addition2026-03-312026-05-08

IQLT ISHARES TR201 sharesnew addition2026-03-312026-05-08

QCOM QUALCOMM INC72 sharesnew addition2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW28 sharesnew addition2026-03-312026-05-08

HON HONEYWELL INTL INC40 sharesnew addition2026-03-312026-05-08

BCIC BCP INVESTMENT CORPORATION1.2K sharesnew addition2026-03-312026-05-08

Sponsored

COF CAPITAL ONE FINL CORP49 sharesnew addition2026-03-312026-05-08

PRU PRUDENTIAL FINL INC90 sharesnew addition2026-03-312026-05-08

FLTB FIDELITY MERRIMACK STR TR172 sharesnew addition2026-03-312026-05-08

PDN INVESCO EXCH TRADED FD TR II199 sharesnew addition2026-03-312026-05-08

IEMG ISHARES INC123 sharesnew addition2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP90 sharesnew addition2026-03-312026-05-08

CAH CARDINAL HEALTH INC40 sharesnew addition2026-03-312026-05-08

PLD PROLOGIS INC.63 sharesnew addition2026-03-312026-05-08

Sponsored

SLB SLB LIMITED159 sharesnew addition2026-03-312026-05-08

FANG DIAMONDBACK ENERGY INC41 sharesnew addition2026-03-312026-05-08

IJK ISHARES TR80 sharesnew addition2026-03-312026-05-08

CHD CHURCH & DWIGHT CO INC84 sharesnew addition2026-03-312026-05-08

MPC MARATHON PETE CORP32 sharesnew addition2026-03-312026-05-08

TXN TEXAS INSTRS INC40 sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP32 sharesnew addition2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP80 sharesnew addition2026-03-312026-05-08

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC39 sharesnew addition2026-03-312026-05-08

PWR QUANTA SVCS INC14 sharesnew addition2026-03-312026-05-08

MKL MARKEL GROUP INC4 sharesnew addition2026-03-312026-05-08

KLAC KLA CORP5 sharesnew addition2026-03-312026-05-08

FCX FREEPORT MCMORAN INC124 sharesnew addition2026-03-312026-05-08

CTRA COTERRA ENERGY INC207 sharesnew addition2026-03-312026-05-08

HSBC HSBC HLDGS PLC88 sharesnew addition2026-03-312026-05-08

ABT ABBOTT LABORATORIES70 sharesnew addition2026-03-312026-05-08

Sponsored

MBB ISHARES TR76 sharesnew addition2026-03-312026-05-08

CSX CSX CORP174 sharesnew addition2026-03-312026-05-08

EBAY EBAY INC.78 sharesnew addition2026-03-312026-05-08

DRLL EA SERIES TRUST179 sharesnew addition2026-03-312026-05-08

SPRE TIDAL TRUST I354 sharesnew addition2026-03-312026-05-08

ROST ROSS STORES INC32 sharesnew addition2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC75 sharesnew addition2026-03-312026-05-08

HWM HOWMET AEROSPACE INC30 sharesnew addition2026-03-312026-05-08

Sponsored

ALGN ALIGN TECHNOLOGY INC39 sharesnew addition2026-03-312026-05-08

SAP SAP SE39 sharesnew addition2026-03-312026-05-08

TCPC BLACKROCK TCP CAPITAL CORP1.8K sharesnew addition2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP19 sharesnew addition2026-03-312026-05-08

SHEL SHELL PLC69 sharesnew addition2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND32 sharesnew addition2026-03-312026-05-08

AAL AMERICAN AIRLINES GROUP INC585 sharesnew addition2026-03-312026-05-08

NOW SERVICENOW INC60 sharesnew addition2026-03-312026-05-08

Sponsored

PNC PNC FINL SVCS GROUP INC30 sharesnew addition2026-03-312026-05-08

TER TERADYNE INC21 sharesnew addition2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS8 sharesnew addition2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC225 sharesnew addition2026-03-312026-05-08

SYY SYSCO CORP86 sharesnew addition2026-03-312026-05-08

SBUX STARBUCKS CORP68 sharesnew addition2026-03-312026-05-08

BCS BARCLAYS PLC287 sharesnew addition2026-03-312026-05-08

MCK MCKESSON CORP7 sharesnew addition2026-03-312026-05-08

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BHP BHP BILLITON LIMITED82 sharesnew addition2026-03-312026-05-08

SPGI S&P GLOBAL INC14 sharesnew addition2026-03-312026-05-08

PGR PROGRESSIVE CORP30 sharesnew addition2026-03-312026-05-08

EBND SPDR SERIES TRUST288 sharesnew addition2026-03-312026-05-08

DVN DEVON ENERGY CORP NEW116 sharesnew addition2026-03-312026-05-08

HLT HILTON WORLDWIDE HLDGS INC19 sharesnew addition2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC22 sharesnew addition2026-03-312026-05-08

FDX FEDEX CORP16 sharesnew addition2026-03-312026-05-08

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HCA HCA HEALTHCARE INC12 sharesnew addition2026-03-312026-05-08

ICE INTERCONTINENTAL EXCHANGE IN36 sharesnew addition2026-03-312026-05-08

TOTALENERGIES SE TOTALENERGIES SE62 sharesnew addition2026-03-312026-05-08

MNST MONSTER BEVERAGE CORP NEW77 sharesnew addition2026-03-312026-05-08

SCZ ISHARES TR71 sharesnew addition2026-03-312026-05-08

CDNS CADENCE DESIGN SYSTEM INC20 sharesnew addition2026-03-312026-05-08

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET185 sharesnew addition2026-03-312026-05-08

PCAR PACCAR INC48 sharesnew addition2026-03-312026-05-08

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EA ELECTRONIC ARTS INC27 sharesnew addition2026-03-312026-05-08

MPWR MONOLITHIC PWR SYS INC5 sharesnew addition2026-03-312026-05-08

CHMI CHERRY HILL MTG INVT CORP2.2K sharesnew addition2026-03-312026-05-08

GWW WW GRAINGER INC5 sharesnew addition2026-03-312026-05-08

FITB FIFTH THIRD BANCORP117 sharesnew addition2026-03-312026-05-08

USB US BANCORP101 sharesnew addition2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC104 sharesnew addition2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC30 sharesnew addition2026-03-312026-05-08

Sponsored

NEM NEWMONT CORP48 sharesnew addition2026-03-312026-05-08

DDOG DATADOG INC44 sharesnew addition2026-03-312026-05-08

CTVA CORTEVA INC62 sharesnew addition2026-03-312026-05-08

ETR ENTERGY CORP NEW46 sharesnew addition2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP18 sharesnew addition2026-03-312026-05-08

KNX KNIGHT-SWIFT TRANSN HLDGS IN89 sharesnew addition2026-03-312026-05-08

SMFG SUMITOMO MITSUI FIN GRP INC255 sharesnew addition2026-03-312026-05-08

TM TOYOTA MOTOR CORP24 sharesnew addition2026-03-312026-05-08

Sponsored

PHM PULTE GROUP INC42 sharesnew addition2026-03-312026-05-08

ARMOUR RESIDENTIAL REIT INC ARMOUR RESIDENTIAL REIT INC296 sharesnew addition2026-03-312026-05-08

IWN ISHARES TR26 sharesnew addition2026-03-312026-05-08

SPSM SPDR SERIES TRUST102 sharesnew addition2026-03-312026-05-08

ADM ARCHER DANIELS MIDLAND CO68 sharesnew addition2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP77 sharesnew addition2026-03-312026-05-08

AWK AMERICAN WTR WKS CO INC NEW35 sharesnew addition2026-03-312026-05-08

INTU INTUIT11 sharesnew addition2026-03-312026-05-08

Sponsored

CEG CONSTELLATION ENERGY CORP17 sharesnew addition2026-03-312026-05-08

TGT TARGET CORP39 sharesnew addition2026-03-312026-05-08

ADBE ADOBE INC19 sharesnew addition2026-03-312026-05-08

MDLZ MONDELEZ INTL INC79 sharesnew addition2026-03-312026-05-08

TPR TAPESTRY INC32 sharesnew addition2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC13 sharesnew addition2026-03-312026-05-08

SPG SIMON PPTY GROUP INC NEW24 sharesnew addition2026-03-312026-05-08

FAST FASTENAL CO96 sharesnew addition2026-03-312026-05-08

Sponsored

CENCORA INC CENCORA INC14 sharesnew addition2026-03-312026-05-08

BKR BAKER HUGHES COMPANY72 sharesnew addition2026-03-312026-05-08

BP BP PLC93 sharesnew addition2026-03-312026-05-08

ES EVERSOURCE ENERGY63 sharesnew addition2026-03-312026-05-08

SAN BANCO SANTANDER SA386 sharesnew addition2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION33 sharesnew addition2026-03-312026-05-08

CMI CUMMINS INC8 sharesnew addition2026-03-312026-05-08

AME AMETEK INC20 sharesnew addition2026-03-312026-05-08

Sponsored

SYK STRYKER CORPORATION13 sharesnew addition2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN21 sharesnew addition2026-03-312026-05-08

CBOE CBOE GLOBAL MKTS INC15 sharesnew addition2026-03-312026-05-08

DHR DANAHER CORP DEL22 sharesnew addition2026-03-312026-05-08

EXPE EXPEDIA GROUP INC18 sharesnew addition2026-03-312026-05-08

AVGE AMERICAN CENTY ETF TR47 sharesnew addition2026-03-312026-05-08

ING ING GROEP N.V.154 sharesnew addition2026-03-312026-05-08

IR INGERSOLL RAND INC50 sharesnew addition2026-03-312026-05-08

Sponsored

NKE NIKE INC75 sharesnew addition2026-03-312026-05-08

BRIDGER AEROSPACE GRP HLDGS BRIDGER AEROSPACE GRP HLDGS2.0K sharesnew addition2026-03-312026-05-08

UAL UNITED AIRLS HLDGS INC43 sharesnew addition2026-03-312026-05-08

ALL ALLSTATE CORP19 sharesnew addition2026-03-312026-05-08

VTR VENTAS INC48 sharesnew addition2026-03-312026-05-08

HIG HARTFORD INSURANCE GROUP INC29 sharesnew addition2026-03-312026-05-08

SCVL SHOE CARNIVAL INC250 sharesnew addition2026-03-312026-05-08

YUM YUM BRANDS INC25 sharesnew addition2026-03-312026-05-08

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.60 sharesnew addition2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC24 sharesnew addition2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY13 sharesnew addition2026-03-312026-05-08

HII HUNTINGTON INGALLS INDS INC10 sharesnew addition2026-03-312026-05-08

ZTS ZOETIS INC32 sharesnew addition2026-03-312026-05-08

TYL TYLER TECHNOLOGIES INC11 sharesnew addition2026-03-312026-05-08

HSY HERSHEY CO18 sharesnew addition2026-03-312026-05-08

RSG REPUBLIC SVCS INC17 sharesnew addition2026-03-312026-05-08

Sponsored

OXY OCCIDENTAL PETE CORP57 sharesnew addition2026-03-312026-05-08

XEL XCEL ENERGY INC46 sharesnew addition2026-03-312026-05-08

URI UNITED RENTALS INC5 sharesnew addition2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO80 sharesnew addition2026-03-312026-05-08

PH PARKER-HANNIFIN CORP4 sharesnew addition2026-03-312026-05-08

SNPS SYNOPSYS INC9 sharesnew addition2026-03-312026-05-08

DOV DOVER CORP17 sharesnew addition2026-03-312026-05-08

DAL DELTA AIR LINES INC53 sharesnew addition2026-03-312026-05-08

Sponsored

KD KYNDRYL HLDGS INC268 sharesnew addition2026-03-312026-05-08

EMLC VANECK ETF TRUST140 sharesnew addition2026-03-312026-05-08

GNTX GENTEX CORP160 sharesnew addition2026-03-312026-05-08

BIIB BIOGEN INC19 sharesnew addition2026-03-312026-05-08

NTAP NETAPP INC34 sharesnew addition2026-03-312026-05-08

HUM HUMANA INC20 sharesnew addition2026-03-312026-05-08

BLDR BUILDERS FIRSTSOURCE INC42 sharesnew addition2026-03-312026-05-08

AMT AMERICAN TOWER CORP20 sharesnew addition2026-03-312026-05-08

Sponsored

KR KROGER CO47 sharesnew addition2026-03-312026-05-08

AXON AXON ENTERPRISE INC8 sharesnew addition2026-03-312026-05-08

PKG PACKAGING CORP AMER16 sharesnew addition2026-03-312026-05-08

AZO AUTOZONE INC1 sharesnew addition2026-03-312026-05-08

CF CF INDUSTRIES HOLD26 sharesnew addition2026-03-312026-05-08

IDXX IDEXX LABS INC6 sharesnew addition2026-03-312026-05-08

PODD INSULET CORP16 sharesnew addition2026-03-312026-05-08

RJF RAYMOND JAMES FINL INC23 sharesnew addition2026-03-312026-05-08

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA153 sharesnew addition2026-03-312026-05-08

TFC TRUIST FINL CORP71 sharesnew addition2026-03-312026-05-08

DLR DIGITAL RLTY TR INC18 sharesnew addition2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC9 sharesnew addition2026-03-312026-05-08

AON PLC AON PLC10 sharesnew addition2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I11 sharesnew addition2026-03-312026-05-08

MO ALTRIA GROUP INC47 sharesnew addition2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO51 sharesnew addition2026-03-312026-05-08

Sponsored

GL GLOBE LIFE INC22 sharesnew addition2026-03-312026-05-08

MCO MOODYS CORP7 sharesnew addition2026-03-312026-05-08

AIZ ASSURANT INC14 sharesnew addition2026-03-312026-05-08

CMS CMS ENERGY CORP39 sharesnew addition2026-03-312026-05-08

XLB SELECT SECTOR SPDR TR60 sharesnew addition2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC34 sharesnew addition2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP11 sharesnew addition2026-03-312026-05-08

ECL ECOLAB INC11 sharesnew addition2026-03-312026-05-08

Sponsored

BTI BRITISH AMERN TOB PLC50 sharesnew addition2026-03-312026-05-08

SPTE SP FUNDS TRUST83 sharesnew addition2026-03-312026-05-08

ADSK AUTODESK INC12 sharesnew addition2026-03-312026-05-08

AFL AFLAC INC26 sharesnew addition2026-03-312026-05-08

SLYV SPDR SERIES TRUST30 sharesnew addition2026-03-312026-05-08

PEG PUBLIC SVC ENTERPRISE GROUP35 sharesnew addition2026-03-312026-05-08

FOXA FOX CORP48 sharesnew addition2026-03-312026-05-08

HLN HALEON PLC275 sharesnew addition2026-03-312026-05-08

Sponsored

KEY KEYCORP137 sharesnew addition2026-03-312026-05-08

MFG MIZUHO FINANCIAL GROUP INC343 sharesnew addition2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC13 sharesnew addition2026-03-312026-05-08

CCL CARNIVAL CORP105 sharesnew addition2026-03-312026-05-08

NUE NUCOR CORP16 sharesnew addition2026-03-312026-05-08

CTAS CINTAS CORP16 sharesnew addition2026-03-312026-05-08

F FORD MTR CO233 sharesnew addition2026-03-312026-05-08

LUV SOUTHWEST AIRLS CO71 sharesnew addition2026-03-312026-05-08

Sponsored

ROL ROLLINS INC50 sharesnew addition2026-03-312026-05-08

LH LABCORP HOLDINGS INC10 sharesnew addition2026-03-312026-05-08

VTRS VIATRIS INC197 sharesnew addition2026-03-312026-05-08

MKC MCCORMICK & CO INC52 sharesnew addition2026-03-312026-05-08

CROWN CASTLE INC CROWN CASTLE INC32 sharesnew addition2026-03-312026-05-08

LNT ALLIANT ENERGY CORP36 sharesnew addition2026-03-312026-05-08

SRE SEMPRA26 sharesnew addition2026-03-312026-05-08

EMXC ISHARES INC32 sharesnew addition2026-03-312026-05-08

Sponsored

ALB ALBEMARLE CORP14 sharesnew addition2026-03-312026-05-08

A AGILENT TECHNOLOGIES INC22 sharesnew addition2026-03-312026-05-08

DG DOLLAR GEN CORP21 sharesnew addition2026-03-312026-05-08

ED CONSOLIDATED EDISON INC22 sharesnew addition2026-03-312026-05-08

EMR EMERSON ELEC CO19 sharesnew addition2026-03-312026-05-08

ON ON SEMICONDUCTOR CORP39 sharesnew addition2026-03-312026-05-08

DINO HF SINCLAIR CORP38 sharesnew addition2026-03-312026-05-08

MLM MARTIN MARIETTA MATLS INC4 sharesnew addition2026-03-312026-05-08

Sponsored

UBS UBS GROUP AG59 sharesnew addition2026-03-312026-05-08

PHG KONINKLIJKE PHILIPS N V84 sharesnew addition2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST51 sharesnew addition2026-03-312026-05-08

VDE VANGUARD WORLD FD13 sharesnew addition2026-03-312026-05-08

SYF SYNCHRONY FINANCIAL33 sharesnew addition2026-03-312026-05-08

AMP AMERIPRISE FINL INC5 sharesnew addition2026-03-312026-05-08

EME EMCOR GROUP INC3 sharesnew addition2026-03-312026-05-08

WTM WHITE MTNS INS GROUP LTD1 sharesnew addition2026-03-312026-05-08

Sponsored

LQD ISHARES TR20 sharesnew addition2026-03-312026-05-08

VMC VULCAN MATLS CO8 sharesnew addition2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V11 sharesnew addition2026-03-312026-05-08

MSCI MSCI INC4 sharesnew addition2026-03-312026-05-08

DRI DARDEN RESTAURANTS INC11 sharesnew addition2026-03-312026-05-08

STT STATE STR CORP17 sharesnew addition2026-03-312026-05-08

LYG LLOYDS BANKING GROUP PLC427 sharesnew addition2026-03-312026-05-08

D DOMINION ENERGY INC34 sharesnew addition2026-03-312026-05-08

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C88 sharesnew addition2026-03-312026-05-08

LFVN LIFEVANTAGE CORP481 sharesnew addition2026-03-312026-05-08

NFG NATIONAL FUEL GAS CO22 sharesnew addition2026-03-312026-05-08

GEHC GE HEALTHCARE TECHNOLOGIES I29 sharesnew addition2026-03-312026-05-08

DFIC

DIMENSIONAL ETF TRUST

2.04%

Shares623.5K

Event2026-03-31

Filed2026-05-08

DUHP

DIMENSIONAL ETF TRUST

4.59%

Shares389.2K

Event2026-03-31

Filed2026-05-08

DFLV

DIMENSIONAL ETF TRUST

8.11%

Shares367.1K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

5.61%

Shares177.2K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

3.76%

Shares107.7K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

1.96%

Shares318.9K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

4.69%

Shares227.2K

Event2026-03-31

Filed2026-05-08

DFCF

DIMENSIONAL ETF TRUST

11.18%

Shares242.7K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR

3.39%

Shares88.8K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

9.69%

Shares99.8K

Event2026-03-31

Filed2026-05-08

DFSD

DIMENSIONAL ETF TRUST

6.67%

Shares143.4K

Event2026-03-31

Filed2026-05-08

DFGR

DIMENSIONAL ETF TRUST

7.10%

Shares254.4K

Event2026-03-31

Filed2026-05-08

AVLV

AMERICAN CENTY ETF TR

0.24%

Shares68.3K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

7.76%

Shares87.2K

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

-0.41%

Shares153.3K

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

9.59%

Shares135.6K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

-0.58%

Shares92.2K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

5.75%

Shares50.8K

Event2026-03-31

Filed2026-05-08

DFAR

DIMENSIONAL ETF TRUST

14.96%

Shares162.5K

Event2026-03-31

Filed2026-05-08

JHPI

JOHN HANCOCK EXCHANGE TRADED

7.13%

Shares141.7K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST

4.14%

Shares93.5K

Event2026-03-31

Filed2026-05-08

AVUS

AMERICAN CENTY ETF TR

12.95%

Shares27.7K

Event2026-03-31

Filed2026-05-08

AVRE

AMERICAN CENTY ETF TR

7.43%

Shares69.2K

Event2026-03-31

Filed2026-05-08

DUSB

DIMENSIONAL ETF TRUST

0.00%

Shares50.1K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

-1.17%

Shares51.1K

Event2026-03-31

Filed2026-05-08

AVSC

AMERICAN CENTY ETF TR

18.37%

Shares35.8K

Event2026-03-31

Filed2026-05-08

SCHO

SCHWAB STRATEGIC TR

19.63%

Shares86.0K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

1.17%

Shares64.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

0.09%

Shares9.1K

Event2026-03-31

Filed2026-05-08

IXUS

ISHARES TR

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-08

BLV

VANGUARD BD INDEX FDS

4.41%

Shares21.3K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-2.27%

Shares5.2K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

1.77%

Shares11.9K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

-3.94%

Shares5.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

2.27%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-7.06%

Shares5.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

0.67%

Shares2.7K

Event2026-03-31

Filed2026-05-08

DLN

WISDOMTREE TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.28%

Shares1.5K

Event2026-03-31

Filed2026-05-08

AVIV

AMERICAN CENTY ETF TR

39.77%

Shares11.1K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.14%

Shares4.3K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

3.52%

Shares8.8K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-2.81%

Shares1.4K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

10.76%

Shares700

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-0.48%

Shares1.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD SCOTTSDALE FDS

0.06%

Shares4.9K

Event2026-03-31

Filed2026-05-08

FUNDVANTAGE TR

0.00%

Shares23.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-4.73%

Shares1.7K

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES TR

0.32%

Shares4.6K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

1.07%

Shares2.5K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

2.47%

Shares11.6K

Event2026-03-31

Filed2026-05-08

DFNM

DIMENSIONAL ETF TRUST

1.84%

Shares9.3K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

-5.08%

Shares12.1K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-39.07%

Shares1.1K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

VTES

VANGUARD WELLINGTON FD

New

Shares3.2K

Event2026-03-31

Filed2026-05-08

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-08

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

-30.96%

Shares3.2K

Event2026-03-31

Filed2026-05-08

SHM

SPDR SERIES TRUST

-5.25%

Shares5.8K

Event2026-03-31

Filed2026-05-08

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

-38.13%

Shares9.1K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

New

Shares326

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

-11.77%

Shares4.5K

Event2026-03-31

Filed2026-05-08

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares749

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-08

EOS

EATON VANCE ENHANCED EQUITY

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.00%

Shares310

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

New

Shares2.7K

Event2026-03-31

Filed2026-05-08

DIA

STATE STR SPDR DOW JONES IND

-8.80%

Shares404

Event2026-03-31

Filed2026-05-08

PKW

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-2.95%

Shares691

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

New

Shares845

Event2026-03-31

Filed2026-05-08

BOKF

BOK FINL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-56.30%

Shares2.5K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

New

Shares872

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

New

Shares474

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

New

Shares6.3K

Event2026-03-31

Filed2026-05-08

OGS

ONE GAS INC

-43.41%

Shares1.7K

Event2026-03-31

Filed2026-05-08

AVLC

AMERICAN CENTY ETF TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares359

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

New

Shares497

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

-0.51%

Shares783

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

New

Shares373

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares350

Event2026-03-31

Filed2026-05-08

IWS

ISHARES TR

New

Shares902

Event2026-03-31

Filed2026-05-08

FNDF

SCHWAB STRATEGIC TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO

New

Shares396

Event2026-03-31

Filed2026-05-08

BROADCOM INC

New

Shares410

Event2026-03-31

Filed2026-05-08

FENY

FIDELITY COVINGTON TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC

New

Shares414

Event2026-03-31

Filed2026-05-08

COCA COLA CO

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

New

Shares602

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

New

Shares452

Event2026-03-31

Filed2026-05-08

NOBL

PROSHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares2.3K

Event2026-03-31

Filed2026-05-08

IYG

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

New

Shares333

Event2026-03-31

Filed2026-05-08

DFSU

DIMENSIONAL ETF TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

CNP

CENTERPOINT ENERGY INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

New

Shares418

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

New

Shares205

Event2026-03-31

Filed2026-05-08

AEE

AMEREN CORP

New

Shares794

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC

New

Shares439

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

New

Shares278

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

New

Shares532

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

New

Shares586

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

FNDE

SCHWAB STRATEGIC TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

New

Shares186

Event2026-03-31

Filed2026-05-08

SCHE

SCHWAB STRATEGIC TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

QXO

QXO INC

New

Shares14.8K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

New

Shares813

Event2026-03-31

Filed2026-05-08

VPLS

VANGUARD MALVERN FDS

New

Shares989

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares286

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares119

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

New

Shares462

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

New

Shares168

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC

New

Shares959

Event2026-03-31

Filed2026-05-08

FNDA

SCHWAB STRATEGIC TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

New

Shares518

Event2026-03-31

Filed2026-05-08

CSWC

CAPITAL SOUTHWEST CORP

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

New

Shares294

Event2026-03-31

Filed2026-05-08

SCHI

SCHWAB STRATEGIC TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

DIHP

DIMENSIONAL ETF TRUST

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

VISA INC

New

Shares205

Event2026-03-31

Filed2026-05-08

SCHH

SCHWAB STRATEGIC TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

DFAW

DIMENSIONAL ETF TRUST

New

Shares822

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

New

Shares415

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

New

Shares407

Event2026-03-31

Filed2026-05-08

INDI

INDIE SEMICONDUCTOR INC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-08

CHY

CALAMOS CONV & HIGH INCOME F

New

Shares5.3K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

New

Shares276

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

New

Shares269

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP

New

Shares205

Event2026-03-31

Filed2026-05-08

TSLX

SIXTH STREET SPECIALTY LENDI

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

New

Shares251

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

New

Shares237

Event2026-03-31

Filed2026-05-08

VTEL

VANGUARD MUN BD FDS

New

Shares490

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares988

Event2026-03-31

Filed2026-05-08

NULG

NUSHARES ETF TR

New

Shares542

Event2026-03-31

Filed2026-05-08

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares991

Event2026-03-31

Filed2026-05-08

DFSI

DIMENSIONAL ETF TRUST

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

FQAL

FIDELITY COVINGTON TRUST

New

Shares600

Event2026-03-31

Filed2026-05-08

FDUS

FIDUS INVT CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

New

Shares320

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares139

Event2026-03-31

Filed2026-05-08

CGBD

CARLYLE SECURED LENDING INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

New

Shares86

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

SCHR

SCHWAB STRATEGIC TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

AT&T INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

New

Shares32

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

New

Shares145

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

New

Shares108

Event2026-03-31

Filed2026-05-08

DFIP

DIMENSIONAL ETF TRUST

New

Shares726

Event2026-03-31

Filed2026-05-08

GENERAL MTRS CO

New

Shares402

Event2026-03-31

Filed2026-05-08

GBDC

GOLUB CAP BDC INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

SCHC

SCHWAB STRATEGIC TR

New

Shares640

Event2026-03-31

Filed2026-05-08

EVRG

EVERGY INC

New

Shares363

Event2026-03-31

Filed2026-05-08

SPUS

TIDAL TRUST I

New

Shares609

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

New

Shares198

Event2026-03-31

Filed2026-05-08

LADR

LADDER CAP CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

New

Shares315

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

New

Shares206

Event2026-03-31

Filed2026-05-08

OBDC

BLUE OWL CAPITAL CORPORATION

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

SMBS

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

TRIN

TRINITY CAP INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

New

Shares78

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

New

Shares121

Event2026-03-31

Filed2026-05-08

DFSE

DIMENSIONAL ETF TRUST

New

Shares619

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

New

Shares372

Event2026-03-31

Filed2026-05-08

HTGC

HERCULES CAPITAL INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

AMERICA MOVIL SAB DE CV

New

Shares968

Event2026-03-31

Filed2026-05-08

GAIN

GLADSTONE INVT CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

New

Shares96

Event2026-03-31

Filed2026-05-08

ARCC

ARES CAPITAL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

New

Shares28

Event2026-03-31

Filed2026-05-08

SPWO

SP FUNDS TRUST

New

Shares838

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

New

Shares97

Event2026-03-31

Filed2026-05-08

MET

METLIFE INC

New

Shares322

Event2026-03-31

Filed2026-05-08

SBRA

SABRA HEALTH CARE REIT INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

New

Shares184

Event2026-03-31

Filed2026-05-08

BCSF

BAIN CAP SPECIALTY FIN INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

ASO

ACADEMY SPORTS & OUTDOORS IN

New

Shares376

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

New

Shares24

Event2026-03-31

Filed2026-05-08

MMM

3M CO

New

Shares139

Event2026-03-31

Filed2026-05-08

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares45

Event2026-03-31

Filed2026-05-08

XAR

SPDR SERIES TRUST

New

Shares79

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

New

Shares405

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

New

Shares50

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

New

Shares59

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

New

Shares27

Event2026-03-31

Filed2026-05-08

LINDE PLC

New

Shares37

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares54

Event2026-03-31

Filed2026-05-08

VONV

VANGUARD SCOTTSDALE FDS

New

Shares195

Event2026-03-31

Filed2026-05-08

DRAFTKINGS INC NEW

New

Shares842

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

New

Shares226

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

New

Shares182

Event2026-03-31

Filed2026-05-08

GIB

CGI INC

New

Shares237

Event2026-03-31

Filed2026-05-08

GSBD

GOLDMAN SACHS BDC INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

PSTL

POSTAL REALTY TRUST INC

New

Shares921

Event2026-03-31

Filed2026-05-08

PFLT

PENNANTPARK FLOATING RATE CA

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

New

Shares4

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

New

Shares33

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

New

Shares48

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

New

Shares17

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

New

Shares109

Event2026-03-31

Filed2026-05-08

LIT

GLOBAL X FDS

New

Shares214

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

New

Shares38

Event2026-03-31

Filed2026-05-08

SLRC

SLR INVESTMENT CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

BKCH

GLOBAL X FDS

New

Shares277

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

New

Shares180

Event2026-03-31

Filed2026-05-08

DFSB

DIMENSIONAL ETF TRUST

New

Shares296

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

New

Shares79

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

New

Shares150

Event2026-03-31

Filed2026-05-08

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares99

Event2026-03-31

Filed2026-05-08

ZSCALER INC

New

Shares100

Event2026-03-31

Filed2026-05-08

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares314

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

New

Shares30

Event2026-03-31

Filed2026-05-08

FNDC

SCHWAB STRATEGIC TR

New

Shares295

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP

New

Shares55

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

New

Shares144

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares27

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

New

Shares10

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares90

Event2026-03-31

Filed2026-05-08

FTNT

FORTINET INC

New

Shares160

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

New

Shares41

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

New

Shares79

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

New

Shares101

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

New

Shares113

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares161

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

New

Shares289

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

New

Shares454

Event2026-03-31

Filed2026-05-08

EQIX

EQUINIX INC

New

Shares13

Event2026-03-31

Filed2026-05-08

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares205

Event2026-03-31

Filed2026-05-08

ERIC

TELEFONAKTIEBOLAGET LM ERICS

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

New

Shares107

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

New

Shares70

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC

New

Shares55

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

New

Shares250

Event2026-03-31

Filed2026-05-08

OAKTREE SPECIALTY LENDING

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

New

Shares98

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

New

Shares86

Event2026-03-31

Filed2026-05-08

HAUZ

DBX ETF TR

New

Shares485

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

New

Shares31

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

New

Shares150

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC

New

Shares77

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

New

Shares30

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

New

Shares67

Event2026-03-31

Filed2026-05-08

IJJ

ISHARES TR

New

Shares80

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

New

Shares84

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

New

Shares17

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

New

Shares218

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

New

Shares142

Event2026-03-31

Filed2026-05-08

DEERE & CO

New

Shares18

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

New

Shares105

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

New

Shares37

Event2026-03-31

Filed2026-05-08

GSK PLC

New

Shares178

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

New

Shares64

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

New

Shares33

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

New

Shares110

Event2026-03-31

Filed2026-05-08

TPVG

TRIPLEPOINT VENTURE GROWTH B

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

KVUE

KENVUE INC

New

Shares541

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

New

Shares201

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

New

Shares72

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW

New

Shares28

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

New

Shares40

Event2026-03-31

Filed2026-05-08

BCIC

BCP INVESTMENT CORPORATION

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP

New

Shares49

Event2026-03-31

Filed2026-05-08

PRU

PRUDENTIAL FINL INC

New

Shares90

Event2026-03-31

Filed2026-05-08

FLTB

FIDELITY MERRIMACK STR TR

New

Shares172

Event2026-03-31

Filed2026-05-08

PDN

INVESCO EXCH TRADED FD TR II

New

Shares199

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

New

Shares123

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

New

Shares90

Event2026-03-31

Filed2026-05-08

CAH

CARDINAL HEALTH INC

New

Shares40

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC.

New

Shares63

Event2026-03-31

Filed2026-05-08

SLB

SLB LIMITED

New

Shares159

Event2026-03-31

Filed2026-05-08

FANG

DIAMONDBACK ENERGY INC

New

Shares41

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

New

Shares80

Event2026-03-31

Filed2026-05-08

CHD

CHURCH & DWIGHT CO INC

New

Shares84

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

New

Shares32

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

New

Shares40

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

New

Shares32

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

New

Shares80

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC

New

Shares39

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SVCS INC

New

Shares14

Event2026-03-31

Filed2026-05-08

MKL

MARKEL GROUP INC

New

Shares4

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

New

Shares5

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT MCMORAN INC

New

Shares124

Event2026-03-31

Filed2026-05-08

CTRA

COTERRA ENERGY INC

New

Shares207

Event2026-03-31

Filed2026-05-08

HSBC

HSBC HLDGS PLC

New

Shares88

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

New

Shares70

Event2026-03-31

Filed2026-05-08

MBB

ISHARES TR

New

Shares76

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

New

Shares174

Event2026-03-31

Filed2026-05-08

EBAY

EBAY INC.

New

Shares78

Event2026-03-31

Filed2026-05-08

DRLL

EA SERIES TRUST

New

Shares179

Event2026-03-31

Filed2026-05-08

SPRE

TIDAL TRUST I

New

Shares354

Event2026-03-31

Filed2026-05-08

ROST

ROSS STORES INC

New

Shares32

Event2026-03-31

Filed2026-05-08

ORLY

OREILLY AUTOMOTIVE INC

New

Shares75

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC

New

Shares30

Event2026-03-31

Filed2026-05-08

ALGN

ALIGN TECHNOLOGY INC

New

Shares39

Event2026-03-31

Filed2026-05-08

SAP

SAP SE

New

Shares39

Event2026-03-31

Filed2026-05-08

TCPC

BLACKROCK TCP CAPITAL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

New

Shares19

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

New

Shares69

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

New

Shares32

Event2026-03-31

Filed2026-05-08

AAL

AMERICAN AIRLINES GROUP INC

New

Shares585

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC

New

Shares60

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

New

Shares30

Event2026-03-31

Filed2026-05-08

TER

TERADYNE INC

New

Shares21

Event2026-03-31

Filed2026-05-08

REGN

REGENERON PHARMACEUTICALS

New

Shares8

Event2026-03-31

Filed2026-05-08

WBD

WARNER BROS DISCOVERY INC

New

Shares225

Event2026-03-31

Filed2026-05-08

SYY

SYSCO CORP

New

Shares86

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

New

Shares68

Event2026-03-31

Filed2026-05-08

BCS

BARCLAYS PLC

New

Shares287

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

New

Shares7

Event2026-03-31

Filed2026-05-08

BHP

BHP BILLITON LIMITED

New

Shares82

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC

New

Shares14

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

New

Shares30

Event2026-03-31

Filed2026-05-08

EBND

SPDR SERIES TRUST

New

Shares288

Event2026-03-31

Filed2026-05-08

DVN

DEVON ENERGY CORP NEW

New

Shares116

Event2026-03-31

Filed2026-05-08

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares19

Event2026-03-31

Filed2026-05-08

ITW

ILLINOIS TOOL WKS INC

New

Shares22

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

New

Shares16

Event2026-03-31

Filed2026-05-08

HCA

HCA HEALTHCARE INC

New

Shares12

Event2026-03-31

Filed2026-05-08

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares36

Event2026-03-31

Filed2026-05-08

TOTALENERGIES SE

New

Shares62

Event2026-03-31

Filed2026-05-08

MNST

MONSTER BEVERAGE CORP NEW

New

Shares77

Event2026-03-31

Filed2026-05-08

SCZ

ISHARES TR

New

Shares71

Event2026-03-31

Filed2026-05-08

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares20

Event2026-03-31

Filed2026-05-08

GRAYSCALE BITCOIN MINI TR ET

New

Shares185

Event2026-03-31

Filed2026-05-08

PCAR

PACCAR INC

New

Shares48

Event2026-03-31

Filed2026-05-08

ELECTRONIC ARTS INC

New

Shares27

Event2026-03-31

Filed2026-05-08

MPWR

MONOLITHIC PWR SYS INC

New

Shares5

Event2026-03-31

Filed2026-05-08

CHMI

CHERRY HILL MTG INVT CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

GWW

WW GRAINGER INC

New

Shares5

Event2026-03-31

Filed2026-05-08

FITB

FIFTH THIRD BANCORP

New

Shares117

Event2026-03-31

Filed2026-05-08

USB

US BANCORP

New

Shares101

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

New

Shares104

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC

New

Shares30

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

New

Shares48

Event2026-03-31

Filed2026-05-08

DDOG

DATADOG INC

New

Shares44

Event2026-03-31

Filed2026-05-08

CTVA

CORTEVA INC

New

Shares62

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW

New

Shares46

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

New

Shares18

Event2026-03-31

Filed2026-05-08

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

New

Shares89

Event2026-03-31

Filed2026-05-08

SMFG

SUMITOMO MITSUI FIN GRP INC

New

Shares255

Event2026-03-31

Filed2026-05-08

TOYOTA MOTOR CORP

New

Shares24

Event2026-03-31

Filed2026-05-08

PHM

PULTE GROUP INC

New

Shares42

Event2026-03-31

Filed2026-05-08

ARMOUR RESIDENTIAL REIT INC

New

Shares296

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

New

Shares26

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

New

Shares102

Event2026-03-31

Filed2026-05-08

ADM

ARCHER DANIELS MIDLAND CO

New

Shares68

Event2026-03-31

Filed2026-05-08

BSX

BOSTON SCIENTIFIC CORP

New

Shares77

Event2026-03-31

Filed2026-05-08

AWK

AMERICAN WTR WKS CO INC NEW

New

Shares35

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

New

Shares11

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP

New

Shares17

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

New

Shares39

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE INC

New

Shares19

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC

New

Shares79

Event2026-03-31

Filed2026-05-08

TPR

TAPESTRY INC

New

Shares32

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares13

Event2026-03-31

Filed2026-05-08

SPG

SIMON PPTY GROUP INC NEW

New

Shares24

Event2026-03-31

Filed2026-05-08

FAST

FASTENAL CO

New

Shares96

Event2026-03-31

Filed2026-05-08

CENCORA INC

New

Shares14

Event2026-03-31

Filed2026-05-08

BKR

BAKER HUGHES COMPANY

New

Shares72

Event2026-03-31

Filed2026-05-08

BP PLC

New

Shares93

Event2026-03-31

Filed2026-05-08

EVERSOURCE ENERGY

New

Shares63

Event2026-03-31

Filed2026-05-08

SAN

BANCO SANTANDER SA

New

Shares386

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION

New

Shares33

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

New

Shares8

Event2026-03-31

Filed2026-05-08

AME

AMETEK INC

New

Shares20

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

New

Shares13

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares21

Event2026-03-31

Filed2026-05-08

CBOE

CBOE GLOBAL MKTS INC

New

Shares15

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL

New

Shares22

Event2026-03-31

Filed2026-05-08

EXPE

EXPEDIA GROUP INC

New

Shares18

Event2026-03-31

Filed2026-05-08

AVGE

AMERICAN CENTY ETF TR

New

Shares47

Event2026-03-31

Filed2026-05-08

ING

ING GROEP N.V.

New

Shares154

Event2026-03-31

Filed2026-05-08

INGERSOLL RAND INC

New

Shares50

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

New

Shares75

Event2026-03-31

Filed2026-05-08

BRIDGER AEROSPACE GRP HLDGS

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

UAL

UNITED AIRLS HLDGS INC

New

Shares43

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

New

Shares19

Event2026-03-31

Filed2026-05-08

VTR

VENTAS INC

New

Shares48

Event2026-03-31

Filed2026-05-08

HIG

HARTFORD INSURANCE GROUP INC

New

Shares29

Event2026-03-31

Filed2026-05-08

SCVL

SHOE CARNIVAL INC

New

Shares250

Event2026-03-31

Filed2026-05-08

YUM

YUM BRANDS INC

New

Shares25

Event2026-03-31

Filed2026-05-08

MCHP

MICROCHIP TECHNOLOGY INC.

New

Shares60

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

New

Shares24

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares13

Event2026-03-31

Filed2026-05-08

HII

HUNTINGTON INGALLS INDS INC

New

Shares10

Event2026-03-31

Filed2026-05-08

ZTS

ZOETIS INC

New

Shares32

Event2026-03-31

Filed2026-05-08

TYL

TYLER TECHNOLOGIES INC

New

Shares11

Event2026-03-31

Filed2026-05-08

HSY

HERSHEY CO

New

Shares18

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SVCS INC

New

Shares17

Event2026-03-31

Filed2026-05-08

OXY

OCCIDENTAL PETE CORP

New

Shares57

Event2026-03-31

Filed2026-05-08

XEL

XCEL ENERGY INC

New

Shares46

Event2026-03-31

Filed2026-05-08

URI

UNITED RENTALS INC

New

Shares5

Event2026-03-31

Filed2026-05-08

TSCO

TRACTOR SUPPLY CO

New

Shares80

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP

New

Shares4

Event2026-03-31

Filed2026-05-08

SNPS

SYNOPSYS INC

New

Shares9

Event2026-03-31

Filed2026-05-08

DOV

DOVER CORP

New

Shares17

Event2026-03-31

Filed2026-05-08

DAL

DELTA AIR LINES INC

New

Shares53

Event2026-03-31

Filed2026-05-08

KYNDRYL HLDGS INC

New

Shares268

Event2026-03-31

Filed2026-05-08

EMLC

VANECK ETF TRUST

New

Shares140

Event2026-03-31

Filed2026-05-08

GNTX

GENTEX CORP

New

Shares160

Event2026-03-31

Filed2026-05-08

BIIB

BIOGEN INC

New

Shares19

Event2026-03-31

Filed2026-05-08

NTAP

NETAPP INC

New

Shares34

Event2026-03-31

Filed2026-05-08

HUM

HUMANA INC

New

Shares20

Event2026-03-31

Filed2026-05-08

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares42

Event2026-03-31

Filed2026-05-08

AMT

AMERICAN TOWER CORP

New

Shares20

Event2026-03-31

Filed2026-05-08

KROGER CO

New

Shares47

Event2026-03-31

Filed2026-05-08

AXON

AXON ENTERPRISE INC

New

Shares8

Event2026-03-31

Filed2026-05-08

PKG

PACKAGING CORP AMER

New

Shares16

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

New

Shares1

Event2026-03-31

Filed2026-05-08

CF INDUSTRIES HOLD

New

Shares26

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

New

Shares6

Event2026-03-31

Filed2026-05-08

PODD

INSULET CORP

New

Shares16

Event2026-03-31

Filed2026-05-08

RJF

RAYMOND JAMES FINL INC

New

Shares23

Event2026-03-31

Filed2026-05-08

BBVA

BANCO BILBAO VIZCAYA ARGENTA

New

Shares153

Event2026-03-31

Filed2026-05-08

TFC

TRUIST FINL CORP

New

Shares71

Event2026-03-31

Filed2026-05-08

DLR

DIGITAL RLTY TR INC

New

Shares18

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

New

Shares9

Event2026-03-31

Filed2026-05-08

AON PLC

New

Shares10

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares11

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

New

Shares47

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares51

Event2026-03-31

Filed2026-05-08

GLOBE LIFE INC

New

Shares22

Event2026-03-31

Filed2026-05-08

MCO

MOODYS CORP

New

Shares7

Event2026-03-31

Filed2026-05-08

AIZ

ASSURANT INC

New

Shares14

Event2026-03-31

Filed2026-05-08

CMS

CMS ENERGY CORP

New

Shares39

Event2026-03-31

Filed2026-05-08

XLB

SELECT SECTOR SPDR TR

New

Shares60

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

New

Shares34

Event2026-03-31

Filed2026-05-08

THE CIGNA GROUP

New

Shares11

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB INC

New

Shares11

Event2026-03-31

Filed2026-05-08

BTI

BRITISH AMERN TOB PLC

New

Shares50

Event2026-03-31

Filed2026-05-08

SPTE

SP FUNDS TRUST

New

Shares83

Event2026-03-31

Filed2026-05-08

ADSK

AUTODESK INC

New

Shares12

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC

New

Shares26

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

New

Shares30

Event2026-03-31

Filed2026-05-08

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares35

Event2026-03-31

Filed2026-05-08

FOXA

FOX CORP

New

Shares48

Event2026-03-31

Filed2026-05-08

HLN

HALEON PLC

New

Shares275

Event2026-03-31

Filed2026-05-08

KEY

KEYCORP

New

Shares137

Event2026-03-31

Filed2026-05-08

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares343

Event2026-03-31

Filed2026-05-08

TE CONNECTIVITY PLC

New

Shares13

Event2026-03-31

Filed2026-05-08

CCL

CARNIVAL CORP

New

Shares105

Event2026-03-31

Filed2026-05-08

NUE

NUCOR CORP

New

Shares16

Event2026-03-31

Filed2026-05-08

CTAS

CINTAS CORP

New

Shares16

Event2026-03-31

Filed2026-05-08

FORD MTR CO

New

Shares233

Event2026-03-31

Filed2026-05-08

LUV

SOUTHWEST AIRLS CO

New

Shares71

Event2026-03-31

Filed2026-05-08

ROL

ROLLINS INC

New

Shares50

Event2026-03-31

Filed2026-05-08

LABCORP HOLDINGS INC

New

Shares10

Event2026-03-31

Filed2026-05-08

VTRS

VIATRIS INC

New

Shares197

Event2026-03-31

Filed2026-05-08

MKC

MCCORMICK & CO INC

New

Shares52

Event2026-03-31

Filed2026-05-08

CROWN CASTLE INC

New

Shares32

Event2026-03-31

Filed2026-05-08

LNT

ALLIANT ENERGY CORP

New

Shares36

Event2026-03-31

Filed2026-05-08

SRE

SEMPRA

New

Shares26

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES INC

New

Shares32

Event2026-03-31

Filed2026-05-08

ALB

ALBEMARLE CORP

New

Shares14

Event2026-03-31

Filed2026-05-08

AGILENT TECHNOLOGIES INC

New

Shares22

Event2026-03-31

Filed2026-05-08

DOLLAR GEN CORP

New

Shares21

Event2026-03-31

Filed2026-05-08

CONSOLIDATED EDISON INC

New

Shares22

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

New

Shares19

Event2026-03-31

Filed2026-05-08

ON SEMICONDUCTOR CORP

New

Shares39

Event2026-03-31

Filed2026-05-08

DINO

HF SINCLAIR CORP

New

Shares38

Event2026-03-31

Filed2026-05-08

MLM

MARTIN MARIETTA MATLS INC

New

Shares4

Event2026-03-31

Filed2026-05-08

UBS

UBS GROUP AG

New

Shares59

Event2026-03-31

Filed2026-05-08

PHG

KONINKLIJKE PHILIPS N V

New

Shares84

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

New

Shares51

Event2026-03-31

Filed2026-05-08

VDE

VANGUARD WORLD FD

New

Shares13

Event2026-03-31

Filed2026-05-08

SYF

SYNCHRONY FINANCIAL

New

Shares33

Event2026-03-31

Filed2026-05-08

AMP

AMERIPRISE FINL INC

New

Shares5

Event2026-03-31

Filed2026-05-08

EME

EMCOR GROUP INC

New

Shares3

Event2026-03-31

Filed2026-05-08

WTM

WHITE MTNS INS GROUP LTD

New

Shares1

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR

New

Shares20

Event2026-03-31

Filed2026-05-08

VMC

VULCAN MATLS CO

New

Shares8

Event2026-03-31

Filed2026-05-08

NXPI

NXP SEMICONDUCTORS N V

New

Shares11

Event2026-03-31

Filed2026-05-08

MSCI

MSCI INC

New

Shares4

Event2026-03-31

Filed2026-05-08

DRI

DARDEN RESTAURANTS INC

New

Shares11

Event2026-03-31

Filed2026-05-08

STT

STATE STR CORP

New

Shares17

Event2026-03-31

Filed2026-05-08

LYG

LLOYDS BANKING GROUP PLC

New

Shares427

Event2026-03-31

Filed2026-05-08

DOMINION ENERGY INC

New

Shares34

Event2026-03-31

Filed2026-05-08

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares88

Event2026-03-31

Filed2026-05-08

LFVN

LIFEVANTAGE CORP

New

Shares481

Event2026-03-31

Filed2026-05-08

NFG

NATIONAL FUEL GAS CO

New

Shares22

Event2026-03-31

Filed2026-05-08

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares29

Event2026-03-31

Filed2026-05-08

Call Option Holdings

QXO Call CallQXO INC2.5K sharesnew addition2026-03-312026-05-08

SITE Call CallSITEONE LANDSCAPE SUPPLY INC400 sharesnew addition2026-03-312026-05-08

QXO Call

QXO INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

SITE Call

SITEONE LANDSCAPE SUPPLY INC

New

Shares400

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available