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The Analysis of CAHILL FINANCIAL ADVISORS INC's Holdings & P&L

Currently, CAHILL FINANCIAL ADVISORS INC holds 286 types of securities in its portfolio with a total value $923.9M. In the most recent quarter, they have increased their positions in AVEM (+147.6K shares, valued at $11.9M), BAI (+307.7K shares, valued at $10.1M), VTV (+25.8K shares, valued at $5.1M); decreased their positions in VUG (-289.3K shares, valued at $126.4M), IYW (-51.7K shares, valued at $9.4M), BND (-123.5K shares, valued at $9.1M); initiated new positions in BAI (+307.7K shares, valued at $10.1M), DFAI (+19.4K shares, valued at $756.4K), DOW (+7.1K shares, valued at $296.3K).

1M P&L

+21.6M+2.23%

3M P&L

-426.0M-30.06%

HY P&L

-399.7M-28.74%

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/A808.3M

90.5%

2Consumer Electronics21.0M

2.3%

3Software - Infrastructure4.8M

0.5%

Top Industries by Stock Count

1N/A187 stocks

69.5%

2Drug Manufacturers - General5 stocks

1.9%

3Discount Stores3 stocks

1.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD GROWTH INDEX FUND165.9K shares-63.55%2026-03-312026-05-13

VTV VANGUARD VALUE ETF273.0K shares10.45%2026-03-312026-05-13

MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF479.3K shares-15.26%2026-03-312026-05-13

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF1.1M shares6.88%2026-03-312026-05-13

VEA VANGUARD FTSE DEVELOPED MARKETS ETF628.4K shares-6.21%2026-03-312026-05-13

BND VANGUARD TOTAL BOND MARKET INDEX FUND477.8K shares-20.53%2026-03-312026-05-13

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF1.0M shares6.07%2026-03-312026-05-13

IVW ISHARES S&P 500 GROWTH ETF239.1K shares-1.41%2026-03-312026-05-13

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QUAL ISHARES MSCI USA QUALITY FACTOR ETF115.2K shares-4.50%2026-03-312026-05-13

IVE ISHARES S&P 500 VALUE ETF103.9K shares-0.68%2026-03-312026-05-13

AAPL APPLE INC82.6K shares-0.78%2026-03-312026-05-13

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF596.0K shares3.20%2026-03-312026-05-13

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND81.3K shares-2.17%2026-03-312026-05-13

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF615.5K shares-27.92%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC CLASS B BERKSHIRE HATHAWAY INC CLASS B34.8K shares0.46%2026-03-312026-05-13

VO VANGUARD MID-CAP ETF56.6K shares4.90%2026-03-312026-05-13

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FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF290.9K shares2.30%2026-03-312026-05-13

AVEM AVANTIS EMERGING MARKETS EQUITY ETF151.3K shares4068.15%2026-03-312026-05-13

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND109.2K shares41.12%2026-03-312026-05-13

SCHD SCHWAB US DIVIDEND EQUITY ETF357.3K shares4.13%2026-03-312026-05-13

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF307.7K sharesnew addition2026-03-312026-05-13

BSV VANGUARD SHORT-TERM BOND ETF127.5K shares-10.69%2026-03-312026-05-13

AVUV AVANTIS U.S. SMALL CAP VALUE ETF87.9K shares3.07%2026-03-312026-05-13

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF290.3K shares-3.17%2026-03-312026-05-13

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SCHX SCHWAB U.S. LARGE-CAP ETF269.5K shares-10.41%2026-03-312026-05-13

JMUB JPMORGAN MUNICIPAL ETF134.6K shares23.53%2026-03-312026-05-13

PKW INVESCO BUYBACK ACHIEVERS ETF47.2K shares-1.00%2026-03-312026-05-13

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF104.5K shares4.82%2026-03-312026-05-13

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF183.2K shares-3.07%2026-03-312026-05-13

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND100.5K shares1.50%2026-03-312026-05-13

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF51.5K shares12.13%2026-03-312026-05-13

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND58.2K shares-1.85%2026-03-312026-05-13

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MEMS MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF192.6K shares2.15%2026-03-312026-05-13

EFV ISHARES MSCI EAFE VALUE ETF64.2K shares-8.51%2026-03-312026-05-13

SCHF SCHWAB INTERNATIONAL EQUITY ETF188.9K shares-1.77%2026-03-312026-05-13

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND86.9K shares1.38%2026-03-312026-05-13

VWO VANGUARD FTSE EMERGING MARKETS ETF82.8K shares-6.11%2026-03-312026-05-13

HDV ISHARES CORE HIGH DIVIDEND ETF32.4K shares-0.32%2026-03-312026-05-13

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF197.1K shares-10.96%2026-03-312026-05-13

VBR VANGUARD SMALL-CAP VALUE ETF19.9K shares0.06%2026-03-312026-05-13

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RUNN RUNNING OAK EFFICIENT GROWTH ETF133.7K shares4.53%2026-03-312026-05-13

ASIA MATTHEWS PACIFIC TIGER ACTIVE ETF122.6K shares0.75%2026-03-312026-05-13

MSFT MICROSOFT CORPORATION11.3K shares0.51%2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF6.3K shares-8.36%2026-03-312026-05-13

SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF122.4K shares6.42%2026-03-312026-05-13

IJH ISHARES CORE S&P MID-CAP ETF55.9K shares0.32%2026-03-312026-05-13

SCHZ SCHWAB US AGGREGATE BOND ETF157.3K shares0.01%2026-03-312026-05-13

SPY SPDR S&P 500 ETF5.5K shares-3.68%2026-03-312026-05-13

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SCHA SCHWAB U.S. SMALL-CAP ETF117.7K shares-11.21%2026-03-312026-05-13

IWV ISHARES RUSSELL 3000 ETF9.0K shares0.03%2026-03-312026-05-13

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF128.5K shares4.36%2026-03-312026-05-13

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF36.1K shares0.78%2026-03-312026-05-13

IYW ISHARES U.S. TECHNOLOGY ETF17.5K shares-74.69%2026-03-312026-05-13

IWM ISHARES RUSSELL 2000 ETF12.5K shares-0.53%2026-03-312026-05-13

IJR ISHARES CORE S&P SMALL CAP ETF22.1K shares-1.15%2026-03-312026-05-13

INVESCO QQQ INVESCO QQQ4.7K shares-3.95%2026-03-312026-05-13

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IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF64.8K shares-1.95%2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK MARKET ETF8.3K shares3.61%2026-03-312026-05-13

AMZN AMAZON.COM INC12.8K shares3.65%2026-03-312026-05-13

IWR ISHARES RUSSELL MID-CAP ETF27.2K shares-1.04%2026-03-312026-05-13

MUB ISHARES NATIONAL MUNI BOND ETF24.7K shares0.69%2026-03-312026-05-13

BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP72.5K shares-1.17%2026-03-312026-05-13

IUSG ISHARES CORE S&P U.S. GROWTH ETF16.5K shares-2.50%2026-03-312026-05-13

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF71.9K shares6.03%2026-03-312026-05-13

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AOR ISHARES CORE GROWTH ALLOCATION ETF38.5K shares0.20%2026-03-312026-05-13

EFG ISHARES MSCI EAFE GROWTH ETF22.0K shares-1.88%2026-03-312026-05-13

VNQ VANGUARD REAL ESTATE ETF27.1K shares-9.21%2026-03-312026-05-13

IWB ISHARES RUSSELL 1000 ETF6.6K shares0.00%2026-03-312026-05-13

VTEB VANGUARD TAX-EXEMPT BOND ETF46.8K shares25.93%2026-03-312026-05-13

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF51.1K shares0.00%2026-03-312026-05-13

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF75.5K shares0.14%2026-03-312026-05-13

IUSV ISHARES CORE S&P U.S. VALUE ETF22.1K shares0.30%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION12.7K shares2.10%2026-03-312026-05-13

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND58.1K shares0.12%2026-03-312026-05-13

JPST JPMORGAN ULTRA-SHORT INCOME ETF41.2K shares51.89%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO6.9K shares1.21%2026-03-312026-05-13

EFA ISHARES MSCI EAFE ETF21.0K shares1.04%2026-03-312026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF10.3K shares-1.70%2026-03-312026-05-13

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF51.1K shares8.84%2026-03-312026-05-13

VB VANGUARD SMALL-CAP ETF7.3K shares-0.98%2026-03-312026-05-13

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MMM 3M CO12.9K shares-4.41%2026-03-312026-05-13

XOM EXXON MOBIL CORPORATION10.8K shares1.39%2026-03-312026-05-13

USFR WISDOMTREE FLOATING RATE TREASURY FUND35.8K shares-5.87%2026-03-312026-05-13

IEFA ISHARES CORE MSCI EAFE ETF19.6K shares0.36%2026-03-312026-05-13

IHE ISHARES U.S. PHARMACEUTICALS ETF20.3K shares0.13%2026-03-312026-05-13

VGT VANGUARD INFORMATION TECHNOLOGY ETF2.5K shares2.81%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORPORATION2.8K shares-0.84%2026-03-312026-05-13

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND5.6K shares0.70%2026-03-312026-05-13

Sponsored

MA MASTERCARD INC3.4K shares-0.06%2026-03-312026-05-13

SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF39.7K shares-23.00%2026-03-312026-05-13

SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF35.6K shares-23.54%2026-03-312026-05-13

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF50.0K shares-1.99%2026-03-312026-05-13

CAT CATERPILLAR INC2.3K shares0.13%2026-03-312026-05-13

NOG NORTHERN OIL & GAS, INC54.9K shares0.00%2026-03-312026-05-13

SCHM SCHWAB U.S. MID-CAP ETF51.2K shares-3.31%2026-03-312026-05-13

VYM VANGUARD HIGH DIVIDEND YIELD ETF10.6K shares44.18%2026-03-312026-05-13

Sponsored

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF30.7K shares51.23%2026-03-312026-05-13

V VISA INC5.0K shares-0.12%2026-03-312026-05-13

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF2.4K shares-0.08%2026-03-312026-05-13

RCL ROYAL CARIBBEAN CRUISES LTD5.3K shares-5.10%2026-03-312026-05-13

ALPHABET INC CLASS C ALPHABET INC CLASS C5.0K shares2.07%2026-03-312026-05-13

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF34.3K shares-0.28%2026-03-312026-05-13

USB US BANCORP27.0K shares-2.19%2026-03-312026-05-13

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF9.8K shares-0.79%2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO17.4K shares-0.02%2026-03-312026-05-13

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF30.0K shares-1.02%2026-03-312026-05-13

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF18.9K shares1.87%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC4.8K shares0.58%2026-03-312026-05-13

HIMU BLACKROCK ETF TRUST II ISHARES HIGH YIE27.2K shares-2.34%2026-03-312026-05-13

DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF30.6K shares-0.60%2026-03-312026-05-13

GEW CAMBRIA GLOBAL EW ETF25.5K shares0.00%2026-03-312026-05-13

TGT TARGET CORPORATION10.3K shares-1.70%2026-03-312026-05-13

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COST COSTCO WHOLESALE CORPORATION1.3K shares3.16%2026-03-312026-05-13

RTX RAYTHEON TECHNOLOGIES CORP6.5K shares-7.02%2026-03-312026-05-13

VUSB VANGUARD ULTRA-SHORT BOND ETF25.1K shares0.30%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON5.1K shares-1.76%2026-03-312026-05-13

RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF41.2K shares0.19%2026-03-312026-05-13

ESGV VANGUARD ESG U.S. STOCK ETF10.8K shares-4.00%2026-03-312026-05-13

USRT ISHARES CORE U.S. REIT ETF20.5K shares40.51%2026-03-312026-05-13

DE DEERE & COMPANY2.1K shares0.67%2026-03-312026-05-13

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RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF17.2K shares2.86%2026-03-312026-05-13

VOE VANGUARD MID-CAP VALUE ETF6.3K shares0.35%2026-03-312026-05-13

SCHE SCHWAB EMERGING MARKETS EQUITY ETF34.9K shares0.00%2026-03-312026-05-13

KMI KINDER MORGAN INC33.6K shares-2.71%2026-03-312026-05-13

HON HONEYWELL INTERNATIONAL INC5.0K shares0.00%2026-03-312026-05-13

TYG TORTOISE ENERGY INFRA CORP COM21.4K shares1.21%2026-03-312026-05-13

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF22.8K shares0.11%2026-03-312026-05-13

SDOG ALPS SECTOR DIVIDEND DOGS ETF16.2K shares0.32%2026-03-312026-05-13

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IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF24.2K shares12.06%2026-03-312026-05-13

FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX4.2K shares2.51%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC11.2K shares-6.58%2026-03-312026-05-13

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF11.6K shares2.40%2026-03-312026-05-13

SEAGATE TECHNOLOGY PLC SEAGATE TECHNOLOGY PLC2.5K shares0.00%2026-03-312026-05-13

SCHP SCHWAB U.S. TIPS ETF35.9K shares-19.96%2026-03-312026-05-13

BROADCOM INC COM BROADCOM INC COM3.0K shares6.41%2026-03-312026-05-13

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF7.7K shares-1.00%2026-03-312026-05-13

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ECL ECOLAB INC3.3K shares0.06%2026-03-312026-05-13

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF35.5K shares-4.69%2026-03-312026-05-13

VV VANGUARD LARGE CAP ETF2.8K shares0.00%2026-03-312026-05-13

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF17.5K shares-14.15%2026-03-312026-05-13

EMR EMERSON ELEC CO COM6.3K shares0.00%2026-03-312026-05-13

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST16.7K shares-6.03%2026-03-312026-05-13

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF10.3K shares0.06%2026-03-312026-05-13

VFH VANGUARD FINANCIALS INDEX FUND6.5K shares2.47%2026-03-312026-05-13

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CSCO CISCO SYSTEMS INC10.0K shares1.88%2026-03-312026-05-13

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF19.4K sharesnew addition2026-03-312026-05-13

ACWX ISHARES MSCI ACWI EX US ETF11.0K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC2.3K shares0.13%2026-03-312026-05-13

SEIQ SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF20.4K shares-23.75%2026-03-312026-05-13

IBM IBM CORP2.9K shares-1.08%2026-03-312026-05-13

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF8.6K shares-4.52%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS2.0K shares3.52%2026-03-312026-05-13

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SCHB SCHWAB U.S. BROAD MARKET ETF27.3K shares-18.92%2026-03-312026-05-13

CVX CHEVRON CORPORATION3.2K shares0.10%2026-03-312026-05-13

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF13.3K shares-0.01%2026-03-312026-05-13

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF7.4K shares2.23%2026-03-312026-05-13

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF27.1K shares-21.13%2026-03-312026-05-13

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND10.1K shares-5.93%2026-03-312026-05-13

ORCL ORACLE CORPORATION4.1K shares0.10%2026-03-312026-05-13

XEL XCEL ENERGY INC7.5K shares-0.35%2026-03-312026-05-13

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ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.7K shares0.00%2026-03-312026-05-13

IWD ISHARES RUSSELL 1000 VALUE ETF2.7K shares0.07%2026-03-312026-05-13

ABBV ABBVIE INC2.7K shares-0.66%2026-03-312026-05-13

MO ALTRIA GROUP INC8.8K shares-0.38%2026-03-312026-05-13

CHRW CH ROBINSON WORLDWIDE INC3.5K shares-8.96%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC11.4K shares-11.47%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC4.8K shares-0.56%2026-03-312026-05-13

DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF10.8K shares0.00%2026-03-312026-05-13

Sponsored

FLTB FIDELITY LIMITED TERM BOND ETF11.1K shares0.46%2026-03-312026-05-13

AMAT APPLIED MATERIALS INC1.6K shares-9.79%2026-03-312026-05-13

VT VANGUARD TOTAL WORLD STOCK ETF4.0K shares0.23%2026-03-312026-05-13

APD AIR PRODUCTS & CHEMICALS INC1.9K shares0.00%2026-03-312026-05-13

SHY ISHARES 1-3 YEAR TREASURY BOND ETF6.5K shares9.67%2026-03-312026-05-13

GILD GILEAD SCIENCES INC3.7K shares1.03%2026-03-312026-05-13

BAC BANK OF AMERICA CORP10.5K shares0.03%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO COM CL A2.0K shares2.33%2026-03-312026-05-13

Sponsored

EDAP EDAP TMS SA135.0K shares0.00%2026-03-312026-05-13

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF6.6K shares84.69%2026-03-312026-05-13

JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF8.9K shares-2.04%2026-03-312026-05-13

NEE NEXTERA ENERGY INC COM5.3K shares8.12%2026-03-312026-05-13

ALERIAN MLP ETF ALERIAN MLP ETF9.2K shares-1.89%2026-03-312026-05-13

HYD VANECK VECTORS HIGH YIELD MUNI ETF9.6K shares5.19%2026-03-312026-05-13

MAIN MAIN STR CAP CORP COM8.9K shares-3.88%2026-03-312026-05-13

NEM NEWMONT CORPORATION4.4K shares1.87%2026-03-312026-05-13

Sponsored

TOTALENERGIES SE ACT TOTALENERGIES SE ACT5.2K shares0.00%2026-03-312026-05-13

WMB WILLIAMS COS INC COM6.4K shares-2.87%2026-03-312026-05-13

ALPHABET INC CLASS A ALPHABET INC CLASS A1.6K shares9.56%2026-03-312026-05-13

BCI ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF18.7K shares-15.30%2026-03-312026-05-13

PM PHILIP MORRIS INTERNATIONAL INC2.7K shares0.96%2026-03-312026-05-13

MCD MCDONALD'S CORP1.4K shares0.14%2026-03-312026-05-13

MBB ISHARES MBS ETF4.7K shares-21.60%2026-03-312026-05-13

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF6.9K shares-33.18%2026-03-312026-05-13

Sponsored

AIVL WISDOMTREE U.S. AI ENHANCED VALUE3.8K shares-0.29%2026-03-312026-05-13

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF4.6K shares0.26%2026-03-312026-05-13

GIS GENERAL MILLS INC11.5K shares-2.09%2026-03-312026-05-13

XLE ENERGY SELECT SECTOR SPDR FUND7.0K shares-13.38%2026-03-312026-05-13

IWN ISHARES RUSSELL 2000 VALUE ETF2.3K shares0.00%2026-03-312026-05-13

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF6.3K shares-14.28%2026-03-312026-05-13

T AT&T INC14.1K shares-9.05%2026-03-312026-05-13

IDXX IDEXX LABORATORIES INC727 shares-0.14%2026-03-312026-05-13

Sponsored

DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND5.0K shares-3.52%2026-03-312026-05-13

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF7.8K shares-20.95%2026-03-312026-05-13

GENERAL ELECTRIC COMPANY GENERAL ELECTRIC COMPANY1.4K shares0.07%2026-03-312026-05-13

TFLO ISHARES TREASURY FLOATING RATE BOND ETF7.7K shares-0.36%2026-03-312026-05-13

HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF15.6K shares1.78%2026-03-312026-05-13

PFE PFIZER INC13.8K shares-0.68%2026-03-312026-05-13

WMT WALMART INC3.1K shares0.00%2026-03-312026-05-13

IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND9.5K shares0.05%2026-03-312026-05-13

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF3.0K shares-18.07%2026-03-312026-05-13

CHD CHURCH & DWIGHT CO INC4.0K shares0.00%2026-03-312026-05-13

TLT ISHARES 20 YEAR TREASURY BOND ETF4.3K shares3.34%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION1.0K shares0.00%2026-03-312026-05-13

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF7.9K shares0.00%2026-03-312026-05-13

EQWL INVESCO S&P 100 EQUAL WEIGHT ETF3.2K shares0.09%2026-03-312026-05-13

DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND4.4K shares10.76%2026-03-312026-05-13

META FACEBOOK INC COMMON STOCK629 shares0.00%2026-03-312026-05-13

Sponsored

GOVT ISHARES U.S. TREASURY BOND ETF15.6K shares0.00%2026-03-312026-05-13

HACK ETFMG PRIME CYBER SECURITY ETF4.7K shares-13.05%2026-03-312026-05-13

WM WASTE MANAGEMENT INC1.5K shares8.55%2026-03-312026-05-13

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF1.4K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC2.2K shares2.40%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC COM3.5K shares0.28%2026-03-312026-05-13

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND6.5K shares0.00%2026-03-312026-05-13

IWO ISHARES RUSSELL 2000 GROWTH ETF1.1K shares0.74%2026-03-312026-05-13

Sponsored

AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF3.8K shares-13.41%2026-03-312026-05-13

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF8.0K shares18.08%2026-03-312026-05-13

AMGN AMGEN, INC955 shares0.00%2026-03-312026-05-13

SCHO SCHWAB SHORT TERM US TREASURY ETF13.8K shares-6.53%2026-03-312026-05-13

SCHH SCHWAB U.S. REIT ETF15.5K shares0.49%2026-03-312026-05-13

ENDW CAMBRIA ENDOWMENT STYLE ETF10.4K shares0.00%2026-03-312026-05-13

WELL WELLTOWER INC COM1.7K shares-2.91%2026-03-312026-05-13

IJK ISHARES S&P MID-CAP 400 GROWTH ETF3.3K shares0.03%2026-03-312026-05-13

Sponsored

EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF13.1K shares-19.71%2026-03-312026-05-13

CBRE CBRE GROUP INC2.4K shares0.00%2026-03-312026-05-13

DAL DELTA AIR LINES INC4.8K shares0.17%2026-03-312026-05-13

ROBO ROBO GLOBAL ROBOTICS & AUTOMATION ETF4.7K shares-0.72%2026-03-312026-05-13

ACCENTURE PLC ACCENTURE PLC1.6K shares12.70%2026-03-312026-05-13

IGM ISHARES EXPANDED TECH SECTOR ETF2.5K shares0.04%2026-03-312026-05-13

O REALTY INCOME CORP COM4.9K shares-4.76%2026-03-312026-05-13

DOW DOW JONES INDUSTRIAL AVERAGE7.1K sharesnew addition2026-03-312026-05-13

Sponsored

LEVI LEVI STRAUSS & CO NEW CL A COM STK15.4K shares0.00%2026-03-312026-05-13

UPS UNITED PARCEL SERVICE INC2.9K shares0.10%2026-03-312026-05-13

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF2.4K shares15.37%2026-03-312026-05-13

EEM ISHARES MSCI EMERGING MARKETS ETF5.0K shares23.22%2026-03-312026-05-13

IHI ISHARES U.S. MEDICAL DEVICES ETF5.3K shares0.04%2026-03-312026-05-13

TSCO TRACTOR SUPPLY COMPANY6.2K shares0.00%2026-03-312026-05-13

EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF2.9K shares0.00%2026-03-312026-05-13

LOW LOWE'S COMPANIES INC1.2K shares0.09%2026-03-312026-05-13

Sponsored

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-05-13

CIGNA CORP CIGNA CORP1.0K shares0.10%2026-03-312026-05-13

IXJ ISHARES GLOBAL HEALTHCARE ETF2.9K shares-29.83%2026-03-312026-05-13

DWM WISDOMTREE INTERNATIONAL EQUITY FUND3.9K shares4.13%2026-03-312026-05-13

RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF4.9K shares0.00%2026-03-312026-05-13

IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF3.1K shares0.16%2026-03-312026-05-13

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.8K shares0.05%2026-03-312026-05-13

JCPB JPMORGAN CORE PLUS BOND ETF5.6K shares-42.73%2026-03-312026-05-13

Sponsored

TM TOYOTA MOTOR CORP SP ADR REP2COM1.2K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC COM290 sharesnew addition2026-03-312026-05-13

FNX FIRST TRUST MID CAP CORE ALPHADEX FUND2.0K shares0.00%2026-03-312026-05-13

SMH VANECK SEMICONDUCTOR ETF653 shares3.82%2026-03-312026-05-13

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.7K shares2.86%2026-03-312026-05-13

VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND685 shares0.00%2026-03-312026-05-13

TSLA TESLA INC659 shares-3.65%2026-03-312026-05-13

PAAA PGIM AAA CLO ETF4.7K sharesnew addition2026-03-312026-05-13

Sponsored

IBB ISHARES BIOTECHNOLOGY FUND1.4K shares-4.61%2026-03-312026-05-13

SOLV SOLVENTUM CORP COM SHS3.7K shares-8.46%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC816 shares0.00%2026-03-312026-05-13

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF4.5K sharesnew addition2026-03-312026-05-13

AGG ISHARES CORE U.S. AGGREGATE BOND ETF2.3K shares-4.13%2026-03-312026-05-13

MPC MARATHON PETROLEUM CORP948 sharesnew addition2026-03-312026-05-13

VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF2.2K shares0.18%2026-03-312026-05-13

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF6.6K sharesnew addition2026-03-312026-05-13

Sponsored

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF4.9K shares0.00%2026-03-312026-05-13

GLD SPDR GOLD SHARES517 sharesnew addition2026-03-312026-05-13

EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF4.0K shares0.00%2026-03-312026-05-13

GGG GRACO INC COM2.6K shares0.31%2026-03-312026-05-13

QCOM QUALCOMM INC1.7K shares-0.94%2026-03-312026-05-13

TLH ISHARES 10-20 YEAR TREASURY BOND ETF2.1K sharesnew addition2026-03-312026-05-13

DRI DARDEN RESTAURANTS INC1.0K sharesnew addition2026-03-312026-05-13

DFSV DIMENSIONAL US SMALL CAP VALUE ETF5.8K sharesnew addition2026-03-312026-05-13

Sponsored

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM1.8K shares0.28%2026-03-312026-05-13

HYT BLACKROCK CORPORATE HIGH YIELD FUND20.6K shares0.00%2026-03-312026-05-13

F FORD MOTOR COMPANY14.7K shares-2.19%2026-03-312026-05-13

VODAFONE GROUP PLC VODAFONE GROUP PLC10.8K shares-4.72%2026-03-312026-05-13

LAND GLADSTONE LAND CORPORATION10.1K shares0.27%2026-03-312026-05-13

PNST PINSTRIPES HOLDINGS INC CL A COM14.8K shares0.00%2026-03-312026-05-13

VUG

VANGUARD GROWTH INDEX FUND

-63.55%

Shares165.9K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD VALUE ETF

10.45%

Shares273.0K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

-15.26%

Shares479.3K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

6.88%

Shares1.1M

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-6.21%

Shares628.4K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD TOTAL BOND MARKET INDEX FUND

-20.53%

Shares477.8K

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

6.07%

Shares1.0M

Event2026-03-31

Filed2026-05-13

IVW

ISHARES S&P 500 GROWTH ETF

-1.41%

Shares239.1K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-4.50%

Shares115.2K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES S&P 500 VALUE ETF

-0.68%

Shares103.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.78%

Shares82.6K

Event2026-03-31

Filed2026-05-13

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

3.20%

Shares596.0K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND

-2.17%

Shares81.3K

Event2026-03-31

Filed2026-05-13

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

-27.92%

Shares615.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC CLASS B

0.46%

Shares34.8K

Event2026-03-31

Filed2026-05-13

VANGUARD MID-CAP ETF

4.90%

Shares56.6K

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

2.30%

Shares290.9K

Event2026-03-31

Filed2026-05-13

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

4068.15%

Shares151.3K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

41.12%

Shares109.2K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB US DIVIDEND EQUITY ETF

4.13%

Shares357.3K

Event2026-03-31

Filed2026-05-13

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

New

Shares307.7K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD SHORT-TERM BOND ETF

-10.69%

Shares127.5K

Event2026-03-31

Filed2026-05-13

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

3.07%

Shares87.9K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-3.17%

Shares290.3K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB U.S. LARGE-CAP ETF

-10.41%

Shares269.5K

Event2026-03-31

Filed2026-05-13

JMUB

JPMORGAN MUNICIPAL ETF

23.53%

Shares134.6K

Event2026-03-31

Filed2026-05-13

PKW

INVESCO BUYBACK ACHIEVERS ETF

-1.00%

Shares47.2K

Event2026-03-31

Filed2026-05-13

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

4.82%

Shares104.5K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-3.07%

Shares183.2K

Event2026-03-31

Filed2026-05-13

DTH

WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

1.50%

Shares100.5K

Event2026-03-31

Filed2026-05-13

GBIL

GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

12.13%

Shares51.5K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

-1.85%

Shares58.2K

Event2026-03-31

Filed2026-05-13

MEMS

MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF

2.15%

Shares192.6K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES MSCI EAFE VALUE ETF

-8.51%

Shares64.2K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-1.77%

Shares188.9K

Event2026-03-31

Filed2026-05-13

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

1.38%

Shares86.9K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-6.11%

Shares82.8K

Event2026-03-31

Filed2026-05-13

HDV

ISHARES CORE HIGH DIVIDEND ETF

-0.32%

Shares32.4K

Event2026-03-31

Filed2026-05-13

PID

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

-10.96%

Shares197.1K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD SMALL-CAP VALUE ETF

0.06%

Shares19.9K

Event2026-03-31

Filed2026-05-13

RUNN

RUNNING OAK EFFICIENT GROWTH ETF

4.53%

Shares133.7K

Event2026-03-31

Filed2026-05-13

ASIA

MATTHEWS PACIFIC TIGER ACTIVE ETF

0.75%

Shares122.6K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORPORATION

0.51%

Shares11.3K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES CORE S&P 500 ETF

-8.36%

Shares6.3K

Event2026-03-31

Filed2026-05-13

SCHY

SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF

6.42%

Shares122.4K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES CORE S&P MID-CAP ETF

0.32%

Shares55.9K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB US AGGREGATE BOND ETF

0.01%

Shares157.3K

Event2026-03-31

Filed2026-05-13

SPY

SPDR S&P 500 ETF

-3.68%

Shares5.5K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB U.S. SMALL-CAP ETF

-11.21%

Shares117.7K

Event2026-03-31

Filed2026-05-13

IWV

ISHARES RUSSELL 3000 ETF

0.03%

Shares9.0K

Event2026-03-31

Filed2026-05-13

SPAB

SPDR PORTFOLIO AGGREGATE BOND ETF

4.36%

Shares128.5K

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

0.78%

Shares36.1K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES U.S. TECHNOLOGY ETF

-74.69%

Shares17.5K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES RUSSELL 2000 ETF

-0.53%

Shares12.5K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES CORE S&P SMALL CAP ETF

-1.15%

Shares22.1K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ

-3.95%

Shares4.7K

Event2026-03-31

Filed2026-05-13

IDOG

ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF

-1.95%

Shares64.8K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD TOTAL STOCK MARKET ETF

3.61%

Shares8.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON.COM INC

3.65%

Shares12.8K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES RUSSELL MID-CAP ETF

-1.04%

Shares27.2K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES NATIONAL MUNI BOND ETF

0.69%

Shares24.7K

Event2026-03-31

Filed2026-05-13

BIP

BROOKFIELD INFRASTRUCTURE PARTNERS LP

-1.17%

Shares72.5K

Event2026-03-31

Filed2026-05-13

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-2.50%

Shares16.5K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

6.03%

Shares71.9K

Event2026-03-31

Filed2026-05-13

AOR

ISHARES CORE GROWTH ALLOCATION ETF

0.20%

Shares38.5K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES MSCI EAFE GROWTH ETF

-1.88%

Shares22.0K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD REAL ESTATE ETF

-9.21%

Shares27.1K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD TAX-EXEMPT BOND ETF

25.93%

Shares46.8K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

0.00%

Shares51.1K

Event2026-03-31

Filed2026-05-13

RSPH

INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

0.14%

Shares75.5K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES CORE S&P U.S. VALUE ETF

0.30%

Shares22.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

2.10%

Shares12.7K

Event2026-03-31

Filed2026-05-13

DES

WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

0.12%

Shares58.1K

Event2026-03-31

Filed2026-05-13

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

51.89%

Shares41.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.21%

Shares6.9K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES MSCI EAFE ETF

1.04%

Shares21.0K

Event2026-03-31

Filed2026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.70%

Shares10.3K

Event2026-03-31

Filed2026-05-13

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF

8.84%

Shares51.1K

Event2026-03-31

Filed2026-05-13

VANGUARD SMALL-CAP ETF

-0.98%

Shares7.3K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

-4.41%

Shares12.9K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORPORATION

1.39%

Shares10.8K

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-5.87%

Shares35.8K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES CORE MSCI EAFE ETF

0.36%

Shares19.6K

Event2026-03-31

Filed2026-05-13

IHE

ISHARES U.S. PHARMACEUTICALS ETF

0.13%

Shares20.3K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

2.81%

Shares2.5K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORPORATION

-0.84%

Shares2.8K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD SMALL-CAP GROWTH INDEX FUND

0.70%

Shares5.6K

Event2026-03-31

Filed2026-05-13

MASTERCARD INC

-0.06%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SEIV

SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF

-23.00%

Shares39.7K

Event2026-03-31

Filed2026-05-13

SEIM

SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF

-23.54%

Shares35.6K

Event2026-03-31

Filed2026-05-13

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF

-1.99%

Shares50.0K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-13

NOG

NORTHERN OIL & GAS, INC

0.00%

Shares54.9K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB U.S. MID-CAP ETF

-3.31%

Shares51.2K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD HIGH DIVIDEND YIELD ETF

44.18%

Shares10.6K

Event2026-03-31

Filed2026-05-13

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

51.23%

Shares30.7K

Event2026-03-31

Filed2026-05-13

VISA INC

-0.12%

Shares5.0K

Event2026-03-31

Filed2026-05-13

VANGUARD S&P 500 ETF

-0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-13

RCL

ROYAL CARIBBEAN CRUISES LTD

-5.10%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CLASS C

2.07%

Shares5.0K

Event2026-03-31

Filed2026-05-13

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

-0.28%

Shares34.3K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

-2.19%

Shares27.0K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-0.79%

Shares9.8K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

-0.02%

Shares17.4K

Event2026-03-31

Filed2026-05-13

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

-1.02%

Shares30.0K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

1.87%

Shares18.9K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

0.58%

Shares4.8K

Event2026-03-31

Filed2026-05-13

HIMU

BLACKROCK ETF TRUST II ISHARES HIGH YIE

-2.34%

Shares27.2K

Event2026-03-31

Filed2026-05-13

DFSI

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

-0.60%

Shares30.6K

Event2026-03-31

Filed2026-05-13

GEW

CAMBRIA GLOBAL EW ETF

0.00%

Shares25.5K

Event2026-03-31

Filed2026-05-13

TGT

TARGET CORPORATION

-1.70%

Shares10.3K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

3.16%

Shares1.3K

Event2026-03-31

Filed2026-05-13

RTX

RAYTHEON TECHNOLOGIES CORP

-7.02%

Shares6.5K

Event2026-03-31

Filed2026-05-13

VUSB

VANGUARD ULTRA-SHORT BOND ETF

0.30%

Shares25.1K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-1.76%

Shares5.1K

Event2026-03-31

Filed2026-05-13

RSPS

INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF

0.19%

Shares41.2K

Event2026-03-31

Filed2026-05-13

ESGV

VANGUARD ESG U.S. STOCK ETF

-4.00%

Shares10.8K

Event2026-03-31

Filed2026-05-13

USRT

ISHARES CORE U.S. REIT ETF

40.51%

Shares20.5K

Event2026-03-31

Filed2026-05-13

DEERE & COMPANY

0.67%

Shares2.1K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

2.86%

Shares17.2K

Event2026-03-31

Filed2026-05-13

VOE

VANGUARD MID-CAP VALUE ETF

0.35%

Shares6.3K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

0.00%

Shares34.9K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC

-2.71%

Shares33.6K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTERNATIONAL INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

TYG

TORTOISE ENERGY INFRA CORP COM

1.21%

Shares21.4K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

0.11%

Shares22.8K

Event2026-03-31

Filed2026-05-13

SDOG

ALPS SECTOR DIVIDEND DOGS ETF

0.32%

Shares16.2K

Event2026-03-31

Filed2026-05-13

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

12.06%

Shares24.2K

Event2026-03-31

Filed2026-05-13

FDN

FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX

2.51%

Shares4.2K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

-6.58%

Shares11.2K

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

2.40%

Shares11.6K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY PLC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB U.S. TIPS ETF

-19.96%

Shares35.9K

Event2026-03-31

Filed2026-05-13

BROADCOM INC COM

6.41%

Shares3.0K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-1.00%

Shares7.7K

Event2026-03-31

Filed2026-05-13

ECL

ECOLAB INC

0.06%

Shares3.3K

Event2026-03-31

Filed2026-05-13

SCHJ

SCHWAB 1-5 YEAR CORPORATE BOND ETF

-4.69%

Shares35.5K

Event2026-03-31

Filed2026-05-13

VANGUARD LARGE CAP ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-14.15%

Shares17.5K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO COM

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-13

JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST

-6.03%

Shares16.7K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

0.06%

Shares10.3K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD FINANCIALS INDEX FUND

2.47%

Shares6.5K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYSTEMS INC

1.88%

Shares10.0K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

New

Shares19.4K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES MSCI ACWI EX US ETF

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-13

SEIQ

SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF

-23.75%

Shares20.4K

Event2026-03-31

Filed2026-05-13

IBM

IBM CORP

-1.08%

Shares2.9K

Event2026-03-31

Filed2026-05-13

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

-4.52%

Shares8.6K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

3.52%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB U.S. BROAD MARKET ETF

-18.92%

Shares27.3K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

0.10%

Shares3.2K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

-0.01%

Shares13.3K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

2.23%

Shares7.4K

Event2026-03-31

Filed2026-05-13

SPHY

SPDR PORTFOLIO HIGH YIELD BOND ETF

-21.13%

Shares27.1K

Event2026-03-31

Filed2026-05-13

DGS

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

-5.93%

Shares10.1K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORPORATION

0.10%

Shares4.1K

Event2026-03-31

Filed2026-05-13

XEL

XCEL ENERGY INC

-0.35%

Shares7.5K

Event2026-03-31

Filed2026-05-13

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.07%

Shares2.7K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-0.66%

Shares2.7K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

-0.38%

Shares8.8K

Event2026-03-31

Filed2026-05-13

CHRW

CH ROBINSON WORLDWIDE INC

-8.96%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-11.47%

Shares11.4K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-0.56%

Shares4.8K

Event2026-03-31

Filed2026-05-13

DFSB

DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-13

FLTB

FIDELITY LIMITED TERM BOND ETF

0.46%

Shares11.1K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATERIALS INC

-9.79%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VANGUARD TOTAL WORLD STOCK ETF

0.23%

Shares4.0K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS & CHEMICALS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

9.67%

Shares6.5K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

1.03%

Shares3.7K

Event2026-03-31

Filed2026-05-13

BAC

BANK OF AMERICA CORP

0.03%

Shares10.5K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO COM CL A

2.33%

Shares2.0K

Event2026-03-31

Filed2026-05-13

EDAP

EDAP TMS SA

0.00%

Shares135.0K

Event2026-03-31

Filed2026-05-13

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

84.69%

Shares6.6K

Event2026-03-31

Filed2026-05-13

JEPQ

J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-2.04%

Shares8.9K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC COM

8.12%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ALERIAN MLP ETF

-1.89%

Shares9.2K

Event2026-03-31

Filed2026-05-13

HYD

VANECK VECTORS HIGH YIELD MUNI ETF

5.19%

Shares9.6K

Event2026-03-31

Filed2026-05-13

MAIN

MAIN STR CAP CORP COM

-3.88%

Shares8.9K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORPORATION

1.87%

Shares4.4K

Event2026-03-31

Filed2026-05-13

TOTALENERGIES SE ACT

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC COM

-2.87%

Shares6.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CLASS A

9.56%

Shares1.6K

Event2026-03-31

Filed2026-05-13

BCI

ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

-15.30%

Shares18.7K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTERNATIONAL INC

0.96%

Shares2.7K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALD'S CORP

0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES MBS ETF

-21.60%

Shares4.7K

Event2026-03-31

Filed2026-05-13

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

-33.18%

Shares6.9K

Event2026-03-31

Filed2026-05-13

AIVL

WISDOMTREE U.S. AI ENHANCED VALUE

-0.29%

Shares3.8K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

0.26%

Shares4.6K

Event2026-03-31

Filed2026-05-13

GIS

GENERAL MILLS INC

-2.09%

Shares11.5K

Event2026-03-31

Filed2026-05-13

XLE

ENERGY SELECT SECTOR SPDR FUND

-13.38%

Shares7.0K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

-14.28%

Shares6.3K

Event2026-03-31

Filed2026-05-13

AT&T INC

-9.05%

Shares14.1K

Event2026-03-31

Filed2026-05-13

IDXX

IDEXX LABORATORIES INC

-0.14%

Shares727

Event2026-03-31

Filed2026-05-13

DLS

WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND

-3.52%

Shares5.0K

Event2026-03-31

Filed2026-05-13

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-20.95%

Shares7.8K

Event2026-03-31

Filed2026-05-13

GENERAL ELECTRIC COMPANY

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-13

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

-0.36%

Shares7.7K

Event2026-03-31

Filed2026-05-13

HYMB

SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF

1.78%

Shares15.6K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-0.68%

Shares13.8K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

IQDG

WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND

0.05%

Shares9.5K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-18.07%

Shares3.0K

Event2026-03-31

Filed2026-05-13

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES 20 YEAR TREASURY BOND ETF

3.34%

Shares4.3K

Event2026-03-31

Filed2026-05-13

ROK

ROCKWELL AUTOMATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

SCHC

SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

EQWL

INVESCO S&P 100 EQUAL WEIGHT ETF

0.09%

Shares3.2K

Event2026-03-31

Filed2026-05-13

DIM

WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND

10.76%

Shares4.4K

Event2026-03-31

Filed2026-05-13