Sponsored

The Analysis of CALIBER WEALTH MANAGEMENT, LLC / KS's Holdings & P&L

Currently, CALIBER WEALTH MANAGEMENT, LLC / KS holds 270 types of securities in its portfolio with a total value $913.9M. In the most recent quarter, they have increased their positions in IVV (+23.9K shares, valued at $15.6M), UMAR (+138.6K shares, valued at $5.5M), BUFF (+104.2K shares, valued at $5.1M); decreased their positions in ZMAR (-756.5K shares, valued at $20.9M), SLV (-99.5K shares, valued at $6.8M), MUB (-30.0K shares, valued at $3.2M); initiated new positions in UMAR (+138.6K shares, valued at $5.5M), CEG (+5.4K shares, valued at $1.5M), CORO (+16.6K shares, valued at $535.0K).

1M P&L

-70.9M-7.25%

3M P&L

-104.5M-10.33%

HY P&L

-55.7M-5.78%

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/A652.3M

77.1%

2Discount Stores12.5M

1.5%

3Software - Infrastructure10.1M

1.2%

Top Industries by Stock Count

1N/A148 stocks

59.0%

2Drug Manufacturers - General4 stocks

1.6%

3Semiconductors4 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR218.4K shares12.28%2026-03-312026-04-23

AVUS AMERICAN CENTY ETF TR605.4K shares6.99%2026-03-312026-04-23

AGG ISHARES TR304.3K shares12.59%2026-03-312026-04-23

IJH ISHARES TR437.3K shares7.20%2026-03-312026-04-23

IWF ISHARES TR69.0K shares-2.96%2026-03-312026-04-23

VTI VANGUARD INDEX FDS79.8K shares-9.67%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR269.9K shares-0.39%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS35.2K shares-4.58%2026-03-312026-04-23

Sponsored

IJR ISHARES TR151.3K shares-1.18%2026-03-312026-04-23

IEFA ISHARES TR204.1K shares-2.00%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR217.8K shares-2.16%2026-03-312026-04-23

SLV ISHARES SILVER TR226.2K shares-30.55%2026-03-312026-04-23

PULS PGIM ETF TR304.5K shares30.08%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR25.5K shares-1.70%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR117.0K shares4.00%2026-03-312026-04-23

WMT WALMART INC92.4K shares0.23%2026-03-312026-04-23

Sponsored

XLK SELECT SECTOR SPDR TR80.6K shares-1.93%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST193.9K shares-1.49%2026-03-312026-04-23

ALPHABET INC ALPHABET INC28.2K shares-0.94%2026-03-312026-04-23

VO VANGUARD INDEX FDS26.7K shares-14.49%2026-03-312026-04-23

MSFT MICROSOFT CORP20.6K shares9.62%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T11.3K shares-14.97%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO23.8K shares1.86%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR66.2K shares-4.50%2026-03-312026-04-23

Sponsored

AAPL APPLE INC25.5K shares4.18%2026-03-312026-04-23

SGOV ISHARES TR61.5K shares1.01%2026-03-312026-04-23

BROADCOM INC BROADCOM INC19.4K shares3.75%2026-03-312026-04-23

AMZN AMAZON COM INC28.3K shares3.51%2026-03-312026-04-23

IVE ISHARES TR27.5K shares1.19%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS115.5K shares-7.20%2026-03-312026-04-23

BUFF INNOVATOR ETFS TRUST114.3K shares1029.60%2026-03-312026-04-23

UMAR INNOVATOR ETFS TRUST138.6K sharesnew addition2026-03-312026-04-23

Sponsored

GLD SPDR GOLD TR11.9K shares-2.13%2026-03-312026-04-23

MPC MARATHON PETE CORP20.7K shares1.22%2026-03-312026-04-23

HD HOME DEPOT INC15.2K shares3.79%2026-03-312026-04-23

USMV ISHARES TR50.8K shares-2.60%2026-03-312026-04-23

NEAR ISHARES U S ETF TR91.1K shares0.78%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON18.9K shares0.72%2026-03-312026-04-23

VUG VANGUARD INDEX FDS10.1K shares-1.80%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION33.2K shares-0.08%2026-03-312026-04-23

Sponsored

DVN DEVON ENERGY CORP NEW85.8K shares0.83%2026-03-312026-04-23

VXUS VANGUARD STAR FDS53.8K shares-0.55%2026-03-312026-04-23

IEMG ISHARES INC59.1K shares-11.90%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR133.8K shares-4.76%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC81.1K shares-2.33%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I13.5K shares1.06%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC14.4K shares7.92%2026-03-312026-04-23

CB CHUBB LTD SWITZ11.9K shares1.80%2026-03-312026-04-23

Sponsored

MSI MOTOROLA SOLUTIONS INC8.9K shares1.02%2026-03-312026-04-23

CME CME GROUP INC13.1K shares1.05%2026-03-312026-04-23

ADI ANALOG DEVICES INC12.0K shares0.83%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC10.5K shares1.19%2026-03-312026-04-23

URI UNITED RENTALS INC5.0K shares-2.06%2026-03-312026-04-23

UNP UNION PAC CORP14.6K shares1.36%2026-03-312026-04-23

DRI DARDEN RESTAURANTS INC18.0K shares0.65%2026-03-312026-04-23

IWD ISHARES TR16.5K shares-2.82%2026-03-312026-04-23

Sponsored

NEE NEXTERA ENERGY INC37.5K shares1.41%2026-03-312026-04-23

ABBV ABBVIE INC15.5K shares4.22%2026-03-312026-04-23

MUB ISHARES TR31.4K shares-48.90%2026-03-312026-04-23

ALPHABET INC ALPHABET INC11.0K shares-17.95%2026-03-312026-04-23

HCA HCA HEALTHCARE INC6.7K shares-0.18%2026-03-312026-04-23

VNLA JANUS DETROIT STR TR64.1K shares1.08%2026-03-312026-04-23

ETR ENTERGY CORP NEW27.0K shares3.94%2026-03-312026-04-23

CMCSA COMCAST CORP NEW104.9K shares2.30%2026-03-312026-04-23

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares3.44%2026-03-312026-04-23

IUSG ISHARES TR19.1K shares-4.80%2026-03-312026-04-23

CMI CUMMINS INC5.5K shares1.80%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST49.6K shares3.85%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC33.0K shares2.25%2026-03-312026-04-23

IUSV ISHARES TR27.0K shares-3.37%2026-03-312026-04-23

BBY BEST BUY INC42.9K shares3.20%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS34.0K shares1.15%2026-03-312026-04-23

Sponsored

TJX TJX COS INC NEW16.2K shares0.37%2026-03-312026-04-23

META META PLATFORMS INC4.3K shares-0.46%2026-03-312026-04-23

IMCG ISHARES TR31.2K shares-3.54%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC12.1K shares-3.14%2026-03-312026-04-23

NVDA NVIDIA CORPORATION13.7K shares5.78%2026-03-312026-04-23

GEV GE VERNOVA INC2.7K shares-21.24%2026-03-312026-04-23

XOM EXXON MOBIL CORP13.3K shares-4.16%2026-03-312026-04-23

MTUM ISHARES TR9.2K shares-5.33%2026-03-312026-04-23

Sponsored

VLUE ISHARES TR15.1K shares-0.64%2026-03-312026-04-23

V VISA INC7.1K shares12.45%2026-03-312026-04-23

ALL ALLSTATE CORP10.2K shares11.84%2026-03-312026-04-23

FIS FIDELITY NATL INFORMATION SV44.6K shares7.22%2026-03-312026-04-23

IMCV ISHARES TR24.6K shares-0.57%2026-03-312026-04-23

WFC WELLS FARGO & CO25.4K shares6.89%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC9.8K shares-27.32%2026-03-312026-04-23

SPGI S&P GLOBAL INC4.6K shares38.98%2026-03-312026-04-23

Sponsored

APH AMPHENOL CORP15.4K shares-24.24%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 403.2K shares-3.19%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST49.4K shares-0.29%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F25.5K shares-15.40%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP23.8K shares9.98%2026-03-312026-04-23

CRM SALESFORCE INC10.2K shares25.14%2026-03-312026-04-23

IQV IQVIA HLDGS INC10.9K shares1.42%2026-03-312026-04-23

DIVO AMPLIFY ETF TR40.7K shares-17.22%2026-03-312026-04-23

Sponsored

BUFB INNOVATOR ETFS TRUST49.8K shares280.08%2026-03-312026-04-23

STERIS PLC STERIS PLC8.0K shares11.27%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC4.2K shares1.20%2026-03-312026-04-23

IVW ISHARES TR15.2K shares4.06%2026-03-312026-04-23

DXCM DEXCOM INC26.9K shares27.81%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC6.0K shares22.02%2026-03-312026-04-23

SNPS SYNOPSYS INC4.0K shares28.03%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD7.7K shares-15.46%2026-03-312026-04-23

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC48.5K shares40.00%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP5.4K sharesnew addition2026-03-312026-04-23

ESGU ISHARES TR10.7K shares-10.05%2026-03-312026-04-23

ITOT ISHARES TR10.6K shares-8.77%2026-03-312026-04-23

NXPI NXP SEMICONDUCTORS N V7.7K shares-3.19%2026-03-312026-04-23

IWM ISHARES TR6.0K shares-6.94%2026-03-312026-04-23

MAS MASCO CORP24.6K shares-0.42%2026-03-312026-04-23

ILCV ISHARES TR15.9K shares0.01%2026-03-312026-04-23

Sponsored

DLN WISDOMTREE TR16.6K shares-55.20%2026-03-312026-04-23

SPSM SPDR SERIES TRUST30.6K shares-6.96%2026-03-312026-04-23

SPYM SPDR SERIES TRUST18.9K shares37.35%2026-03-312026-04-23

ESGD ISHARES TR14.8K shares3.96%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS19.0K shares-56.05%2026-03-312026-04-23

IWR ISHARES TR14.3K shares-11.19%2026-03-312026-04-23

EFV ISHARES TR18.7K shares-19.55%2026-03-312026-04-23

IXN ISHARES TR13.8K shares-1.37%2026-03-312026-04-23

Sponsored

IYG ISHARES TR16.3K shares0.00%2026-03-312026-04-23

QUAL ISHARES TR6.6K shares-0.30%2026-03-312026-04-23

LGLV SPDR SERIES TRUST7.0K shares-19.96%2026-03-312026-04-23

RTX RTX CORPORATION6.2K shares9.88%2026-03-312026-04-23

THRO BLACKROCK ETF TRUST32.1K shares13.04%2026-03-312026-04-23

EFG ISHARES TR10.2K shares-5.02%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS13.8K shares-0.60%2026-03-312026-04-23

USHY ISHARES TR28.6K shares0.86%2026-03-312026-04-23

Sponsored

ZMAR INNOVATOR ETFS TRUST37.7K shares-95.25%2026-03-312026-04-23

MELI MERCADOLIBRE INC583 shares-0.68%2026-03-312026-04-23

ZJAN INNOVATOR ETFS TRUST36.6K shares0.00%2026-03-312026-04-23

FVD FIRST TR EXCHANGE-TRADED FD21.2K shares-57.05%2026-03-312026-04-23

ESML ISHARES TR21.1K shares0.29%2026-03-312026-04-23

CAT CATERPILLAR INC1.4K shares-0.22%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.9K shares1.94%2026-03-312026-04-23

XJH ISHARES TR20.4K shares0.00%2026-03-312026-04-23

Sponsored

IUSB ISHARES TR18.8K shares-9.46%2026-03-312026-04-23

TSLA TESLA INC2.3K shares-26.12%2026-03-312026-04-23

TMUS T-MOBILE US INC4.0K shares8.86%2026-03-312026-04-23

PKW INVESCO EXCHANGE TRADED FD T6.3K shares0.00%2026-03-312026-04-23

PAUG INNOVATOR ETFS TRUST19.2K shares0.00%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS17.5K shares-55.51%2026-03-312026-04-23

CPAG RBB FD INC7.8K shares59.29%2026-03-312026-04-23

IAGG ISHARES TR15.8K shares11.39%2026-03-312026-04-23

Sponsored

JPST J P MORGAN EXCHANGE TRADED F15.6K shares0.83%2026-03-312026-04-23

MOAT VANECK ETF TRUST7.6K shares-12.38%2026-03-312026-04-23

BAC BANK AMERICA CORP15.0K shares11.52%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION719 shares7.47%2026-03-312026-04-23

HYMB SPDR SERIES TRUST28.5K shares-6.23%2026-03-312026-04-23

BOCT INNOVATOR ETFS TRUST14.7K shares0.00%2026-03-312026-04-23

IEF ISHARES TR7.3K shares-5.15%2026-03-312026-04-23

LUV SOUTHWEST AIRLS CO18.3K shares52.94%2026-03-312026-04-23

Sponsored

EYLD CAMBRIA ETF TR16.5K shares-38.17%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS3.2K shares-0.41%2026-03-312026-04-23

KRP KIMBELL RTY PARTNERS LP47.1K shares-5.21%2026-03-312026-04-23

CAH CARDINAL HEALTH INC3.2K shares-1.28%2026-03-312026-04-23

BBDC BARINGS BDC INC80.7K shares-33.76%2026-03-312026-04-23

CGNX COGNEX CORP13.5K shares-2.73%2026-03-312026-04-23

LLY ELI LILLY & CO674 shares14.24%2026-03-312026-04-23

CSCO CISCO SYS INC8.0K shares-4.55%2026-03-312026-04-23

Sponsored

OEF ISHARES TR1.9K shares-0.63%2026-03-312026-04-23

EAGG ISHARES TR12.6K shares1.63%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC4.9K shares-21.92%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR3.6K shares0.03%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS6.4K shares-29.40%2026-03-312026-04-23

CORO BLACKROCK ETF TRUST16.6K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORP3.6K shares21.71%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST15.7K shares23.39%2026-03-312026-04-23

Sponsored

VGT VANGUARD WORLD FD735 shares-1.61%2026-03-312026-04-23

ACWX ISHARES TR7.5K sharesnew addition2026-03-312026-04-23

MCD MCDONALDS CORP1.6K shares14.91%2026-03-312026-04-23

SKYY FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP7.8K shares6.47%2026-03-312026-04-23

TLH ISHARES TR4.8K shares28.32%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR9.8K shares-21.21%2026-03-312026-04-23

DIS DISNEY WALT CO5.0K shares-5.18%2026-03-312026-04-23

Sponsored

ESGE ISHARES INC10.6K shares-3.49%2026-03-312026-04-23

EMXC ISHARES INC6.0K shares-11.56%2026-03-312026-04-23

SDY SPDR SERIES TRUST3.2K shares-0.46%2026-03-312026-04-23

BAPR INNOVATOR ETFS TRUST9.3K sharesnew addition2026-03-312026-04-23

COP CONOCOPHILLIPS3.4K sharesnew addition2026-03-312026-04-23

CVX CHEVRON CORPORATION2.2K shares26.08%2026-03-312026-04-23

VOT VANGUARD INDEX FDS1.7K shares-3.07%2026-03-312026-04-23

BSEP INNOVATOR ETFS TRUST8.9K shares0.00%2026-03-312026-04-23

Sponsored

KO COCA COLA CO5.6K shares10.58%2026-03-312026-04-23

NFLX NETFLIX INC.4.4K shares11.70%2026-03-312026-04-23

XTEN BONDBLOXX ETF TRUST9.1K shares14.62%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC492 shares29.13%2026-03-312026-04-23

GOVT ISHARES TR18.2K shares31.53%2026-03-312026-04-23

CBSH COMMERCE BANCSHARES INC8.2K shares1.20%2026-03-312026-04-23

MA MASTERCARD INCORPORATED788 shares-3.08%2026-03-312026-04-23

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST18.4K shares0.00%2026-03-312026-04-23

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP16.1K shares-19.50%2026-03-312026-04-23

OKE ONEOK INC NEW4.3K shares0.49%2026-03-312026-04-23

HIMU BLACKROCK ETF TRUST II8.1K shares-8.89%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR8.5K shares1.25%2026-03-312026-04-23

VCLT VANGUARD SCOTTSDALE FDS5.2K shares-3.47%2026-03-312026-04-23

VSGX VANGUARD WORLD FD5.3K sharesnew addition2026-03-312026-04-23

IAPR INNOVATOR ETFS TRUST11.7K sharesnew addition2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR4.2K shares8.98%2026-03-312026-04-23

Sponsored

SPMO INVESCO EXCH TRADED FD TR II3.3K shares22.10%2026-03-312026-04-23

IYW ISHARES TR2.0K shares-5.38%2026-03-312026-04-23

IOCT INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-04-23

EFAV ISHARES TR3.8K shares-8.99%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-8.90%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS7.1K shares-39.62%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F6.3K shares0.00%2026-03-312026-04-23

GPN GLOBAL PMTS INC5.0K sharesnew addition2026-03-312026-04-23

Sponsored

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD16.3K sharesnew addition2026-03-312026-04-23

MS MORGAN STANLEY2.0K shares4.15%2026-03-312026-04-23

TGT TARGET CORP2.7K shares8.60%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares-28.47%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.1K shares-2.49%2026-03-312026-04-23

PG PROCTER & GAMBLE CO2.1K sharesnew addition2026-03-312026-04-23

VB VANGUARD INDEX FDS1.2K shares-35.89%2026-03-312026-04-23

AKAM AKAMAI TECHNOLOGIES INC2.6K shares9.21%2026-03-312026-04-23

Sponsored

BLCR BLACKROCK ETF TRUST7.1K sharesnew addition2026-03-312026-04-23

SHLD GLOBAL X FDS4.1K sharesnew addition2026-03-312026-04-23

LQD ISHARES TR2.6K shares-6.60%2026-03-312026-04-23

BNOV INNOVATOR ETFS TRUST6.7K shares0.00%2026-03-312026-04-23

PNOV INNOVATOR ETFS TRUST7.0K shares0.00%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR9.8K shares-0.69%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS4.4K shares0.00%2026-03-312026-04-23

IHI ISHARES TR5.2K shares-1.58%2026-03-312026-04-23

Sponsored

AFL AFLAC INC2.5K shares2.15%2026-03-312026-04-23

SHOP SHOPIFY INC2.3K shares-1.86%2026-03-312026-04-23

IGSB ISHARES TR5.2K shares0.00%2026-03-312026-04-23

BUG GLOBAL X FDS10.8K shares-8.51%2026-03-312026-04-23

CEMB ISHARES INC5.9K shares2.43%2026-03-312026-04-23

NTAP NETAPP INC2.6K shares13.30%2026-03-312026-04-23

CVS CVS HEALTH CORP3.6K shares33.65%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K shares25.75%2026-03-312026-04-23

Sponsored

CL COLGATE PALMOLIVE CO3.0K shares0.97%2026-03-312026-04-23

AVSD AMERICAN CENTY ETF TR3.4K shares0.00%2026-03-312026-04-23

IGV ISHARES TR3.1K shares-84.70%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR10.8K shares8.26%2026-03-312026-04-23

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.2K shares-0.13%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC721 shares-27.68%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE IN1.6K shares9.46%2026-03-312026-04-23

AMGN AMGEN INC696 sharesnew addition2026-03-312026-04-23

Sponsored

EEMV ISHARES INC3.7K shares0.00%2026-03-312026-04-23

AHR AMERICAN HEALTHCARE REIT INC5.1K shares0.83%2026-03-312026-04-23

SPYG SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-04-23

JAZZ JAZZ PHARMACEUTICALS PLC1.3K shares-28.49%2026-03-312026-04-23

FI FISERV INC4.2K shares-67.01%2026-03-312026-04-23

EL LAUDER ESTEE COS INC3.3K shares-17.61%2026-03-312026-04-23

PEG PUBLIC SVC ENTERPRISE GROUP2.9K shares-18.60%2026-03-312026-04-23

RWL INVESCO EXCH TRADED FD TR II2.0K shares0.00%2026-03-312026-04-23

Sponsored

MBB ISHARES TR2.4K shares3.80%2026-03-312026-04-23

SYF SYNCHRONY FINANCIAL3.3K shares16.05%2026-03-312026-04-23

CTSH COGNIZANT TECHNOLOGY SOLUTIO3.6K shares24.85%2026-03-312026-04-23

GIS GENERAL MILLS INC6.0K sharesnew addition2026-03-312026-04-23

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-23

SUB ISHARES TR2.1K shares-45.52%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-04-23

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F4.3K shares0.12%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS1.4K shares-8.05%2026-03-312026-04-23

IDV ISHARES TR5.0K sharesnew addition2026-03-312026-04-23

SPIB SPDR SERIES TRUST6.3K shares1.14%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR3.5K sharesnew addition2026-03-312026-04-23

EVRG EVERGY INC2.6K sharesnew addition2026-03-312026-04-23

COF CAPITAL ONE FINL CORP1.1K shares2.05%2026-03-312026-04-23

KAPR INNOVATOR ETFS TRUST5.7K sharesnew addition2026-03-312026-04-23

Sponsored

DDFS INNOVATOR ETFS TRUST9.8K shares0.00%2026-03-312026-04-23

IBDR ISHARES TR8.4K shares0.14%2026-03-312026-04-23

ZJUL INNOVATOR ETFS TRUST7.0K shares0.00%2026-03-312026-04-23

BITB BITWISE BITCOIN ETF TR5.5K sharesnew addition2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC409 shares16.86%2026-03-312026-04-23

RFMZ RIVERNORTH FLEXIBLE MUNI INC12.0K shares0.00%2026-03-312026-04-23

IVV

ISHARES TR

12.28%

Shares218.4K

Event2026-03-31

Filed2026-04-23

AVUS

AMERICAN CENTY ETF TR

6.99%

Shares605.4K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

12.59%

Shares304.3K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

7.20%

Shares437.3K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

-2.96%

Shares69.0K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-9.67%

Shares79.8K

Event2026-03-31

Filed2026-04-23

AVDE

AMERICAN CENTY ETF TR

-0.39%

Shares269.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-4.58%

Shares35.2K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-1.18%

Shares151.3K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

-2.00%

Shares204.1K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

-2.16%

Shares217.8K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

-30.55%

Shares226.2K

Event2026-03-31

Filed2026-04-23

PULS

PGIM ETF TR

30.08%

Shares304.5K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-1.70%

Shares25.5K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

4.00%

Shares117.0K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

0.23%

Shares92.4K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

-1.93%

Shares80.6K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

-1.49%

Shares193.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.94%

Shares28.2K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-14.49%

Shares26.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

9.62%

Shares20.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-14.97%

Shares11.3K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

1.86%

Shares23.8K

Event2026-03-31

Filed2026-04-23

AVDV

AMERICAN CENTY ETF TR

-4.50%

Shares66.2K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

4.18%

Shares25.5K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

1.01%

Shares61.5K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

3.75%

Shares19.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

3.51%

Shares28.3K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

1.19%

Shares27.5K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

-7.20%

Shares115.5K

Event2026-03-31

Filed2026-04-23

BUFF

INNOVATOR ETFS TRUST

1029.60%

Shares114.3K

Event2026-03-31

Filed2026-04-23

UMAR

INNOVATOR ETFS TRUST

New

Shares138.6K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-2.13%

Shares11.9K

Event2026-03-31

Filed2026-04-23

MPC

MARATHON PETE CORP

1.22%

Shares20.7K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

3.79%

Shares15.2K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES TR

-2.60%

Shares50.8K

Event2026-03-31

Filed2026-04-23

NEAR

ISHARES U S ETF TR

0.78%

Shares91.1K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

0.72%

Shares18.9K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-1.80%

Shares10.1K

Event2026-03-31

Filed2026-04-23

JCI

JOHNSON CONTROLS INTERNATION

-0.08%

Shares33.2K

Event2026-03-31

Filed2026-04-23

DVN

DEVON ENERGY CORP NEW

0.83%

Shares85.8K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

-0.55%

Shares53.8K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

-11.90%

Shares59.1K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-4.76%

Shares133.8K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

-2.33%

Shares81.1K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

1.06%

Shares13.5K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

7.92%

Shares14.4K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

1.80%

Shares11.9K

Event2026-03-31

Filed2026-04-23

MSI

MOTOROLA SOLUTIONS INC

1.02%

Shares8.9K

Event2026-03-31

Filed2026-04-23

CME

CME GROUP INC

1.05%

Shares13.1K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

0.83%

Shares12.0K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

1.19%

Shares10.5K

Event2026-03-31

Filed2026-04-23

URI

UNITED RENTALS INC

-2.06%

Shares5.0K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

1.36%

Shares14.6K

Event2026-03-31

Filed2026-04-23

DRI

DARDEN RESTAURANTS INC

0.65%

Shares18.0K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

-2.82%

Shares16.5K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

1.41%

Shares37.5K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

4.22%

Shares15.5K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

-48.90%

Shares31.4K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-17.95%

Shares11.0K

Event2026-03-31

Filed2026-04-23

HCA

HCA HEALTHCARE INC

-0.18%

Shares6.7K

Event2026-03-31

Filed2026-04-23

VNLA

JANUS DETROIT STR TR

1.08%

Shares64.1K

Event2026-03-31

Filed2026-04-23

ETR

ENTERGY CORP NEW

3.94%

Shares27.0K

Event2026-03-31

Filed2026-04-23

CMCSA

COMCAST CORP NEW

2.30%

Shares104.9K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

3.44%

Shares6.3K

Event2026-03-31

Filed2026-04-23

IUSG

ISHARES TR

-4.80%

Shares19.1K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

1.80%

Shares5.5K

Event2026-03-31

Filed2026-04-23

DYNF

BLACKROCK ETF TRUST

3.85%

Shares49.6K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

2.25%

Shares33.0K

Event2026-03-31

Filed2026-04-23

IUSV

ISHARES TR

-3.37%

Shares27.0K

Event2026-03-31

Filed2026-04-23

BBY

BEST BUY INC

3.20%

Shares42.9K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

1.15%

Shares34.0K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

0.37%

Shares16.2K

Event2026-03-31

Filed2026-04-23