Sponsored
The Analysis of BURLING WEALTH PARTNERS, LLC's Holdings & P&L
Currently, BURLING WEALTH PARTNERS, LLC holds 177 types of securities in its portfolio with a total value $618.3M. In the most recent quarter, they have increased their positions in SHV (+51.0K shares, valued at $5.6M), VBIL (+44.1K shares, valued at $3.3M), SARO (+124.9K shares, valued at $3.2M); decreased their positions in ROP (-8.1K shares, valued at $2.9M), N/A (-13.3K shares, valued at $2.6M), VO (-5.2K shares, valued at $1.5M); initiated new positions in SHV (+51.0K shares, valued at $5.6M), CDNS (+11.5K shares, valued at $3.2M), MPWR (+2.2K shares, valued at $2.4M).
1M P&L
+5.0M+0.88%
3M P&L
-52.3M-8.44%
HY P&L
-31.7M-5.29%
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/A160.6M
30.6%
2Consumer Electronics33.0M
6.3%
3Semiconductors31.2M
5.9%
Top Industries by Stock Count
1N/A52 stocks
32.9%
2Semiconductors8 stocks
5.1%
3Aerospace & Defense5 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW22.3K shares22.05%2026-03-312026-05-08
Sponsored
Sponsored
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF216.6K shares10.43%2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF5.8K shares0.26%2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
0.61%APPLE INC COM
Shares130.0K
Event2026-03-31
Filed2026-05-08
MSFT
-0.41%MICROSOFT CORP COM
Shares71.5K
Event2026-03-31
Filed2026-05-08
AMZN
1.26%AMAZON COM INC COM
Shares125.0K
Event2026-03-31
Filed2026-05-08
NVDA
2.30%NVIDIA CORPORATION COM
Shares145.5K
Event2026-03-31
Filed2026-05-08
ALPHABET INC CAP STK CL A
-4.68%ALPHABET INC CAP STK CL A
Shares76.2K
Event2026-03-31
Filed2026-05-08
JPM
-2.45%JPMORGAN CHASE & CO COM
Shares63.1K
Event2026-03-31
Filed2026-05-08
VO
-7.51%VANGUARD MID-CAP ETF
Shares64.4K
Event2026-03-31
Filed2026-05-08
SPY
1.71%STATE STREET SPDR S&P 500 ETF
Shares25.0K
Event2026-03-31
Filed2026-05-08
IJR
0.32%ISHARES CORE S&P SMALL CAP ETF
Shares129.8K
Event2026-03-31
Filed2026-05-08
ALPHABET INC CAP STK CL C
0.68%ALPHABET INC CAP STK CL C
Shares56.1K
Event2026-03-31
Filed2026-05-08
VB
-1.99%VANGUARD SMALL-CAP ETF
Shares59.6K
Event2026-03-31
Filed2026-05-08
META
12.12%META PLATFORMS INC CL A
Shares21.3K
Event2026-03-31
Filed2026-05-08
LLY
-1.32%ELI LILLY & CO COM
Shares13.1K
Event2026-03-31
Filed2026-05-08
VTI
0.50%VANGUARD TOTAL STOCK MARKET ETF
Shares35.7K
Event2026-03-31
Filed2026-05-08
ABBV
-0.77%ABBVIE INC COM
Shares49.5K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL CL B NEW
22.05%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares22.3K
Event2026-03-31
Filed2026-05-08
VANGUARD S&P 500 ETF
23.52%VANGUARD S&P 500 ETF
Shares17.3K
Event2026-03-31
Filed2026-05-08
MA
0.77%MASTERCARD INCORPORATED CL A
Shares20.6K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC COM
-10.68%BLACKSTONE INC COM
Shares83.3K
Event2026-03-31
Filed2026-05-08
VEA
45.71%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares142.1K
Event2026-03-31
Filed2026-05-08
RTX
4.23%RTX CORPORATION COM
Shares46.1K
Event2026-03-31
Filed2026-05-08
ABT
-5.80%ABBOTT LABORATORIES COM
Shares82.4K
Event2026-03-31
Filed2026-05-08
NEE
2.42%NEXTERA ENERGY INC COM
Shares88.1K
Event2026-03-31
Filed2026-05-08
TJX
4.31%TJX COS INC NEW COM
Shares47.8K
Event2026-03-31
Filed2026-05-08
HON
0.85%HONEYWELL INTL INC COM
Shares33.3K
Event2026-03-31
Filed2026-05-08
IWM
-10.06%ISHARES RUSSELL 2000 ETF
Shares28.6K
Event2026-03-31
Filed2026-05-08
WM
3.31%WASTE MGMT INC DEL COM
Shares29.7K
Event2026-03-31
Filed2026-05-08
VEU
19.95%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares89.0K
Event2026-03-31
Filed2026-05-08
XOM
4.99%EXXON MOBIL CORP COM
Shares38.7K
Event2026-03-31
Filed2026-05-08
SPSB
10.43%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares216.6K
Event2026-03-31
Filed2026-05-08
PLD
9.93%PROLOGIS INC. COM
Shares43.4K
Event2026-03-31
Filed2026-05-08
SHV
NewISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares51.0K
Event2026-03-31
Filed2026-05-08
IVV
8.21%ISHARES CORE S&P 500 ETF
Shares7.9K
Event2026-03-31
Filed2026-05-08
TMUS
6.57%T-MOBILE US INC COM
Shares23.6K
Event2026-03-31
Filed2026-05-08
SU
22.81%SUNCOR ENERGY INC NEW COM
Shares74.7K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC SHS
18.87%EATON CORP PLC SHS
Shares13.4K
Event2026-03-31
Filed2026-05-08
SYK
15.36%STRYKER CORPORATION COM
Shares14.4K
Event2026-03-31
Filed2026-05-08
LINDE PLC SHS
17.38%LINDE PLC SHS
Shares9.5K
Event2026-03-31
Filed2026-05-08
DHR
-5.02%DANAHER CORP DEL COM
Shares22.8K
Event2026-03-31
Filed2026-05-08
JNJ
-3.09%JOHNSON & JOHNSON COM
Shares17.1K
Event2026-03-31
Filed2026-05-08
ITW
-2.33%ILLINOIS TOOL WKS INC COM
Shares16.0K
Event2026-03-31
Filed2026-05-08
HD
3.09%HOME DEPOT INC COM
Shares12.6K
Event2026-03-31
Filed2026-05-08
VBIL
471.59%VANGUARD 0-3 MONTH TREASURY BILL ETF
Shares53.4K
Event2026-03-31
Filed2026-05-08
CME
-12.72%CME GROUP INC COM
Shares13.7K
Event2026-03-31
Filed2026-05-08
SARO
544.20%STANDARDAERO INC COM
Shares147.8K
Event2026-03-31
Filed2026-05-08
PG
-11.22%PROCTER & GAMBLE CO COM
Shares25.6K
Event2026-03-31
Filed2026-05-08
NDAQ
6.08%NASDAQ INC COM
Shares40.3K
Event2026-03-31
Filed2026-05-08
ORLY
57.59%OREILLY AUTOMOTIVE INC COM
Shares36.9K
Event2026-03-31
Filed2026-05-08
COST
-7.62%COSTCO WHOLESALE CORPORATION COM
Shares3.4K
Event2026-03-31
Filed2026-05-08
RGA
6.90%REINSURANCE GROUP AMER INC COM NEW
Shares16.4K
Event2026-03-31
Filed2026-05-08
FTAI AVIATION LTD SHS
-1.21%FTAI AVIATION LTD SHS
Shares13.4K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC COM
-6.74%MERCK & CO INC COM
Shares27.0K
Event2026-03-31
Filed2026-05-08
CDNS
NewCADENCE DESIGN SYSTEM INC COM
Shares11.5K
Event2026-03-31
Filed2026-05-08
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares7.2K
Event2026-03-31
Filed2026-05-08
MMC
-14.26%MARSH & MCLENNAN COS INC COM
Shares17.3K
Event2026-03-31
Filed2026-05-08
MDLZ
43.56%MONDELEZ INTL INC CL A
Shares51.0K
Event2026-03-31
Filed2026-05-08
VIG
0.37%VANGUARD DIVIDEND APPRECIATION ETF
Shares12.6K
Event2026-03-31
Filed2026-05-08
V
-9.26%VISA INC COM CL A
Shares8.8K
Event2026-03-31
Filed2026-05-08
INTU
-34.85%INTUIT COM
Shares5.9K
Event2026-03-31
Filed2026-05-08
VWO
-7.13%VANGUARD FTSE EMERGING MARKETS ETF
Shares47.2K
Event2026-03-31
Filed2026-05-08
ASTRAZENECA PLC ORD
-51.38%ASTRAZENECA PLC ORD
Shares12.6K
Event2026-03-31
Filed2026-05-08
CHD
3.89%CHURCH & DWIGHT CO INC COM
Shares26.5K
Event2026-03-31
Filed2026-05-08
IEFA
0.76%ISHARES CORE MSCI EAFE ETF
Shares27.2K
Event2026-03-31
Filed2026-05-08
MPWR
NewMONOLITHIC PWR SYS INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-08
ZTS
-13.61%ZOETIS INC CL A
Shares19.4K
Event2026-03-31
Filed2026-05-08
UNP
-5.87%UNION PAC CORP COM
Shares9.4K
Event2026-03-31
Filed2026-05-08
VV
114.48%VANGUARD LARGE-CAP ETF
Shares7.3K
Event2026-03-31
Filed2026-05-08
VCSH
16.72%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares27.5K
Event2026-03-31
Filed2026-05-08
CSCO
-5.33%CISCO SYS INC COM
Shares27.5K
Event2026-03-31
Filed2026-05-08
ICE
-13.13%INTERCONTINENTAL EXCHANGE INC COM
Shares13.4K
Event2026-03-31
Filed2026-05-08
TYL
30.05%TYLER TECHNOLOGIES INC COM
Shares6.1K
Event2026-03-31
Filed2026-05-08
AMT
-17.69%AMERICAN TOWER CORP COM
Shares11.4K
Event2026-03-31
Filed2026-05-08
CVX
-6.55%CHEVRON CORPORATION COM
Shares9.4K
Event2026-03-31
Filed2026-05-08
SGOV
335.31%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares19.3K
Event2026-03-31
Filed2026-05-08
TFLO
12.40%ISHARES TREASURY FLOATING RATE BOND ETF
Shares37.9K
Event2026-03-31
Filed2026-05-08
MCD
-3.19%MCDONALDS CORP COM
Shares6.1K
Event2026-03-31
Filed2026-05-08
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares8.8K
Event2026-03-31
Filed2026-05-08
IJH
23.91%ISHARES CORE S&P MID-CAP ETF
Shares27.0K
Event2026-03-31
Filed2026-05-08
PH
-2.33%PARKER-HANNIFIN CORP COM
Shares2.0K
Event2026-03-31
Filed2026-05-08
GS
-8.43%GOLDMAN SACHS GROUP INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-08
ORCL
-15.09%ORACLE CORP COM
Shares9.9K
Event2026-03-31
Filed2026-05-08
OKE
-4.08%ONEOK INC NEW COM
Shares15.8K
Event2026-03-31
Filed2026-05-08
VTEB
61.57%VANGUARD TAX-EXEMPT BOND ETF
Shares28.4K
Event2026-03-31
Filed2026-05-08
VGUS
-35.02%VANGUARD ULTRA-SHORT TREASURY ETF
Shares17.6K
Event2026-03-31
Filed2026-05-08
VRT
0.23%VERTIV HOLDINGS CO COM CL A
Shares5.2K
Event2026-03-31
Filed2026-05-08
SHW
-17.61%SHERWIN WILLIAMS CO COM
Shares4.0K
Event2026-03-31
Filed2026-05-08
NET
0.21%CLOUDFLARE INC CL A COM
Shares5.8K
Event2026-03-31
Filed2026-05-08
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares1.9K
Event2026-03-31
Filed2026-05-08
MCHP
-6.49%MICROCHIP TECHNOLOGY INC. COM
Shares17.3K
Event2026-03-31
Filed2026-05-08
INVESCO S&P 500 EQUAL WEIGHT ETF
0.26%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares5.8K
Event2026-03-31
Filed2026-05-08
JEPI
-14.35%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares19.5K
Event2026-03-31
Filed2026-05-08
IRM
-5.30%IRON MTN INC DEL COM
Shares10.7K
Event2026-03-31
Filed2026-05-08
PEP
-16.10%PEPSICO INC COM
Shares6.9K
Event2026-03-31
Filed2026-05-08
CAH
-7.74%CARDINAL HEALTH INC COM
Shares4.8K
Event2026-03-31
Filed2026-05-08
AMD
1.54%ADVANCED MICRO DEVICES INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-08
CARR
-11.84%CARRIER GLOBAL CORPORATION COM
Shares17.4K
Event2026-03-31
Filed2026-05-08
ECL
-5.96%ECOLAB INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-08
DIS
-10.98%DISNEY WALT CO COM
Shares9.7K
Event2026-03-31
Filed2026-05-08
IWR
-4.64%ISHARES RUSSELL MIDCAP ETF
Shares9.5K
Event2026-03-31
Filed2026-05-08
VXF
0.00%VANGUARD EXTENDED MARKET ETF
Shares4.1K
Event2026-03-31
Filed2026-05-08
LOW
-4.72%LOWES COS INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-08
MLM
-3.13%MARTIN MARIETTA MATLS INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-08
WEC ENERGY GROUP INC COM
-14.92%WEC ENERGY GROUP INC COM
Shares6.9K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC COM SHS
0.00%ARISTA NETWORKS INC COM SHS
Shares6.4K
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC COM
0.34%MARVELL TECHNOLOGY INC COM
Shares7.6K
Event2026-03-31
Filed2026-05-08
NFLX
0.00%NETFLIX INC. COM
Shares7.6K
Event2026-03-31
Filed2026-05-08
DELL
-20.56%DELL TECHNOLOGIES INC CL C
Shares4.4K
Event2026-03-31
Filed2026-05-08
KO
0.44%COCA COLA CO COM
Shares9.0K
Event2026-03-31
Filed2026-05-08
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares5.0K
Event2026-03-31
Filed2026-05-08
BSV
40.37%VANGUARD SHORT-TERM BOND ETF
Shares8.4K
Event2026-03-31
Filed2026-05-08
GLD
0.00%SPDR GOLD SHARES
Shares1.5K
Event2026-03-31
Filed2026-05-08
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares3.1K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TRUST SERIES I
12.35%INVESCO QQQ TRUST SERIES I
Shares1.1K
Event2026-03-31
Filed2026-05-08
ROP
-82.09%ROPER TECHNOLOGIES INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-08
TMO
-5.64%THERMO FISHER SCIENTIFIC INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-08
CAT
0.00%CATERPILLAR INC COM
Shares845
Event2026-03-31
Filed2026-05-08
LHX
-14.28%L3HARRIS TECHNOLOGIES INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-08
ADI
-12.42%ANALOG DEVICES INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-08
DKS
-10.13%DICKS SPORTING GOODS INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-08
WMT
-12.22%WALMART INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-08
AZO
-62.67%AUTOZONE INC COM
Shares165
Event2026-03-31
Filed2026-05-08
VICI
-31.01%VICI PPTYS INC COM
Shares19.6K
Event2026-03-31
Filed2026-05-08
IBM
-29.40%INTERNATIONAL BUSINESS MACHS COM
Shares2.2K
Event2026-03-31
Filed2026-05-08
SCHW
-20.63%SCHWAB CHARLES CORP COM
Shares5.6K
Event2026-03-31
Filed2026-05-08
AMGN
-0.88%AMGEN INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-08
SBUX
-18.04%STARBUCKS CORP COM
Shares5.7K
Event2026-03-31
Filed2026-05-08
APH
-13.36%AMPHENOL CORP CL A
Shares4.0K
Event2026-03-31
Filed2026-05-08
BROADCOM INC COM
-10.55%BROADCOM INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-08
VBR
15.08%VANGUARD SMALL CAP VALUE ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
IXUS
0.00%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares5.6K
Event2026-03-31
Filed2026-05-08
MTD
0.00%METTLER TOLEDO INTERNATIONAL COM
Shares380
Event2026-03-31
Filed2026-05-08
SCHF
12.56%SCHWAB INTERNATIONAL EQUITY ETF
Shares19.3K
Event2026-03-31
Filed2026-05-08
BN
-2.98%BROOKFIELD CORP CL A LTD VT SH
Shares11.1K
Event2026-03-31
Filed2026-05-08
IGSB
0.00%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares8.5K
Event2026-03-31
Filed2026-05-08
XLF
-1.36%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares8.7K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC COM
-11.31%BLACKROCK INC COM
Shares447
Event2026-03-31
Filed2026-05-08
VUG
11.60%VANGUARD GROWTH ETF
Shares981
Event2026-03-31
Filed2026-05-08
MS
-4.60%MORGAN STANLEY COM NEW
Shares2.6K
Event2026-03-31
Filed2026-05-08
FAST
-3.61%FASTENAL CO COM
Shares8.4K
Event2026-03-31
Filed2026-05-08
EFA
0.00%ISHARES MSCI EAFE ETF
Shares4.0K
Event2026-03-31
Filed2026-05-08
PANW
3.15%PALO ALTO NETWORKS INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-08
HWM
0.00%HOWMET AEROSPACE INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-08
OTIS
-6.64%OTIS WORLDWIDE CORP COM
Shares4.7K
Event2026-03-31
Filed2026-05-08
CB
-13.15%CHUBB LTD SWITZ COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
SCMB
0.00%SCHWAB MUNICIPAL BOND ETF
Shares12.6K
Event2026-03-31
Filed2026-05-08
AXP
-0.38%AMERICAN EXPRESS CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
BDX
6.60%BECTON DICKINSON & CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-08
SCHX
0.00%SCHWAB U.S. LARGE-CAP ETF
Shares12.3K
Event2026-03-31
Filed2026-05-08
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-08
ESGU
0.00%ISHARES ESG AWARE MSCI USA ETF
Shares2.2K
Event2026-03-31
Filed2026-05-08
QCOM
-11.81%QUALCOMM INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-08
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares4.3K
Event2026-03-31
Filed2026-05-08
SPGI
-56.98%S&P GLOBAL INC COM
Shares681
Event2026-03-31
Filed2026-05-08
DE
0.00%DEERE & CO COM
Shares514
Event2026-03-31
Filed2026-05-08
BR
-60.23%BROADRIDGE FINL SOLUTIONS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-08
TDG
-23.69%TRANSDIGM GROUP INC COM
Shares248
Event2026-03-31
Filed2026-05-08
LNG
-6.80%CHENIERE ENERGY INC COM NEW
Shares1.0K
Event2026-03-31
Filed2026-05-08
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares750
Event2026-03-31
Filed2026-05-08
CSX
-12.84%CSX CORP COM
Shares6.7K
Event2026-03-31
Filed2026-05-08
ISRG
-29.89%INTUITIVE SURGICAL INC COM NEW
Shares598
Event2026-03-31
Filed2026-05-08
CBOE
0.00%CBOE GLOBAL MKTS INC COM
Shares950
Event2026-03-31
Filed2026-05-08
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares3.0K
Event2026-03-31
Filed2026-05-08
SPSM
17.61%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares5.3K
Event2026-03-31
Filed2026-05-08
TXN
-12.63%TEXAS INSTRS INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-08
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-08
VTES
-25.47%VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
Shares2.4K
Event2026-03-31
Filed2026-05-08
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares1.6K
Event2026-03-31
Filed2026-05-08
SCHJ
0.00%SCHWAB 1-5 YEAR CORPORATE BOND ETF
Shares9.2K
Event2026-03-31
Filed2026-05-08
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares2.6K
Event2026-03-31
Filed2026-05-08
CM
0.00%CANADIAN IMPERIAL BANK OF COMM COM
Shares2.3K
Event2026-03-31
Filed2026-05-08
CTAS
-12.66%CINTAS CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-08
ROK
0.00%ROCKWELL AUTOMATION INC COM
Shares600
Event2026-03-31
Filed2026-05-08
TSM
NewTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares614
Event2026-03-31
Filed2026-05-08
ADBE
-6.46%ADOBE INC COM
Shares840
Event2026-03-31
Filed2026-05-08
VBK
NewVANGUARD SMALL-CAP GROWTH ETF
Shares670
Event2026-03-31
Filed2026-05-08
TIP
0.00%ISHARES TIPS BOND ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available