Sponsored

The Analysis of CAMBIENT FAMILY OFFICE, LLC's Holdings & P&L

Currently, CAMBIENT FAMILY OFFICE, LLC holds 261 types of securities in its portfolio with a total value $716.4M. In the most recent quarter, they have increased their positions in XHLF (+105.0K shares, valued at $5.3M), VEU (+59.4K shares, valued at $4.5M), IEF (+39.6K shares, valued at $3.8M); decreased their positions in ADSK (-12.9K shares, valued at $3.1M), SPY (-4.4K shares, valued at $2.9M), SYK (-6.8K shares, valued at $2.2M); initiated new positions in MPC (+1.6K shares, valued at $382.1K), EQIX (+323 shares, valued at $316.6K), NOC (+460 shares, valued at $313.8K).

1M P&L

+14.8M+2.08%

3M P&L

+18.7M+2.65%

HY P&L

+30.6M+4.42%

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/A219.0M

33.5%

2Semiconductors56.1M

8.6%

3Software - Infrastructure51.0M

7.8%

Top Industries by Stock Count

1N/A70 stocks

29.2%

2Drug Manufacturers - General8 stocks

3.3%

3Software - Application8 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION277.1K shares6.26%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T55.8K shares-7.31%2026-03-312026-04-21

IVV ISHARES TR52.2K shares2.75%2026-03-312026-04-21

MSFT MICROSOFT CORP84.2K shares-4.10%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F372.9K shares18.95%2026-03-312026-04-21

ALPHABET INC ALPHABET INC84.3K shares3.80%2026-03-312026-04-21

AAPL APPLE INC94.0K shares9.76%2026-03-312026-04-21

LLY ELI LILLY & CO23.8K shares5.35%2026-03-312026-04-21

Sponsored

RTX RTX CORPORATION83.3K shares0.48%2026-03-312026-04-21

AMZN AMAZON COM INC73.0K shares15.64%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO47.1K shares3.38%2026-03-312026-04-21

ABBV ABBVIE INC63.5K shares-0.18%2026-03-312026-04-21

SHY ISHARES TR149.8K shares-11.38%2026-03-312026-04-21

VTI VANGUARD INDEX FDS37.5K shares0.43%2026-03-312026-04-21

XHLF BONDBLOXX ETF TRUST233.2K shares81.88%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC67.5K shares6.61%2026-03-312026-04-21

Sponsored

DE DEERE & CO16.6K shares4.60%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC19.0K shares6.03%2026-03-312026-04-21

PG PROCTER & GAMBLE CO59.7K shares0.85%2026-03-312026-04-21

KO COCA COLA CO108.4K shares-1.12%2026-03-312026-04-21

ABT ABBOTT LABORATORIES79.6K shares2.88%2026-03-312026-04-21

GUNR FLEXSHARES TR137.3K shares13.03%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON30.1K shares6.37%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN35.8K shares-1.18%2026-03-312026-04-21

Sponsored

XOM EXXON MOBIL CORP41.9K shares11.46%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION7.1K shares8.28%2026-03-312026-04-21

ALPHABET INC ALPHABET INC24.4K shares11.41%2026-03-312026-04-21

CVX CHEVRON CORPORATION31.9K shares3.34%2026-03-312026-04-21

AMAT APPLIED MATLS INC18.3K shares4.31%2026-03-312026-04-21

SHV ISHARES TR56.5K shares8.50%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC49.8K shares14.35%2026-03-312026-04-21

HD HOME DEPOT INC18.3K shares5.18%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP19.0K shares2.82%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I19.0K shares-3.27%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC5.4K shares7.19%2026-03-312026-04-21

PEP PEPSICO INC32.8K shares4.55%2026-03-312026-04-21

CSCO CISCO SYS INC64.9K shares3.04%2026-03-312026-04-21

EMR EMERSON ELEC CO37.9K shares-1.72%2026-03-312026-04-21

NEE NEXTERA ENERGY INC53.3K shares10.80%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS62.1K shares-8.13%2026-03-312026-04-21

Sponsored

IEFA ISHARES TR53.1K shares0.55%2026-03-312026-04-21

SPTM SPDR SERIES TRUST57.4K shares25.17%2026-03-312026-04-21

GEV GE VERNOVA INC4.9K shares203.54%2026-03-312026-04-21

IEF ISHARES TR43.7K shares970.04%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS70.2K shares221.41%2026-03-312026-04-21

SUB ISHARES TR37.9K shares26.87%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC24.5K shares21.79%2026-03-312026-04-21

BROADCOM INC BROADCOM INC12.6K shares22.00%2026-03-312026-04-21

Sponsored

VUSB VANGUARD BD INDEX FDS77.9K shares-7.98%2026-03-312026-04-21

INTC INTEL CORP84.4K shares3.94%2026-03-312026-04-21

HON HONEYWELL INTL INC16.4K shares5.53%2026-03-312026-04-21

IWR ISHARES TR36.9K shares-0.16%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.3K shares11.12%2026-03-312026-04-21

DHR DANAHER CORP DEL17.9K shares2.48%2026-03-312026-04-21

SNPS SYNOPSYS INC8.3K shares18.10%2026-03-312026-04-21

META META PLATFORMS INC5.7K shares25.34%2026-03-312026-04-21

Sponsored

CARR CARRIER GLOBAL CORPORATION57.0K shares1.10%2026-03-312026-04-21

SPYM SPDR SERIES TRUST40.9K shares0.00%2026-03-312026-04-21

LOW LOWES COS INC13.1K shares2.74%2026-03-312026-04-21

GSY INVESCO ACTIVELY MANAGED EXC61.3K shares-5.36%2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN50.9K shares-6.71%2026-03-312026-04-21

ORCL ORACLE CORP18.9K shares6.84%2026-03-312026-04-21

WMT WALMART INC21.4K shares151.63%2026-03-312026-04-21

TSLA TESLA INC7.1K shares17.42%2026-03-312026-04-21

Sponsored

SYK STRYKER CORPORATION7.8K shares-46.43%2026-03-312026-04-21

GNR SPDR INDEX SHS FDS32.1K shares183.94%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP30.9K shares-0.80%2026-03-312026-04-21

HOOD ROBINHOOD MKTS INC34.2K shares10.22%2026-03-312026-04-21

CAT CATERPILLAR INC2.9K shares10.93%2026-03-312026-04-21

XYL XYLEM INC17.0K shares9.27%2026-03-312026-04-21

AWK AMERICAN WTR WKS CO INC NEW14.4K shares-0.85%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares0.03%2026-03-312026-04-21

Sponsored

EEM ISHARES TR33.2K shares-20.43%2026-03-312026-04-21

IEMG ISHARES INC26.4K shares20.62%2026-03-312026-04-21

CRCL CIRCLE INTERNET GROUP INC18.6K shares291.92%2026-03-312026-04-21

IWM ISHARES TR7.1K shares-46.19%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO5.3K shares5.10%2026-03-312026-04-21

IJH ISHARES TR23.9K shares0.29%2026-03-312026-04-21

V VISA INC5.1K shares17.11%2026-03-312026-04-21

RWR SPDR SERIES TRUST15.3K shares198.87%2026-03-312026-04-21

Sponsored

EATON CORP PLC EATON CORP PLC4.3K shares12.61%2026-03-312026-04-21

EFA ISHARES TR15.8K shares19.95%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC12.6K shares9.93%2026-03-312026-04-21

UNP UNION PAC CORP6.2K shares8.31%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC8.6K shares8.00%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS27.2K shares430.81%2026-03-312026-04-21

GILD GILEAD SCIENCES INC9.6K shares4.71%2026-03-312026-04-21

MO ALTRIA GROUP INC19.0K shares2.16%2026-03-312026-04-21

Sponsored

ADSK AUTODESK INC5.3K shares-70.83%2026-03-312026-04-21

USHY ISHARES TR32.7K shares222.60%2026-03-312026-04-21

CMI CUMMINS INC2.2K shares4.35%2026-03-312026-04-21

AMP AMERIPRISE FINL INC2.6K shares2.47%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS24.1K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED2.2K shares15.49%2026-03-312026-04-21

NFLX NETFLIX INC.11.3K shares25.35%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF28.3K shares240.76%2026-03-312026-04-21

Sponsored

THE CIGNA GROUP THE CIGNA GROUP3.9K shares-2.18%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC3.1K shares34.94%2026-03-312026-04-21

TXN TEXAS INSTRS INC5.4K shares17.40%2026-03-312026-04-21

KLAC KLA CORP699 shares15.35%2026-03-312026-04-21

AMGN AMGEN INC2.7K shares21.22%2026-03-312026-04-21

FI FISERV INC17.1K shares1.73%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC4.7K shares23.86%2026-03-312026-04-21

WFC WELLS FARGO & CO11.8K shares8.05%2026-03-312026-04-21

Sponsored

QDEF FLEXSHARES TR11.6K shares46.34%2026-03-312026-04-21

MANH MANHATTAN ASSOCIATES INC6.8K shares0.07%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP4.2K shares28.67%2026-03-312026-04-21

TJX TJX COS INC NEW5.6K shares14.37%2026-03-312026-04-21

SO SOUTHERN CO9.2K shares12.10%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE3.1K shares16.16%2026-03-312026-04-21

ITOT ISHARES TR6.2K shares0.00%2026-03-312026-04-21

EFV ISHARES TR11.7K shares0.00%2026-03-312026-04-21

Sponsored

UFPI UFP INDUSTRIES INC9.3K shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC16.9K shares30.17%2026-03-312026-04-21

LINDE PLC LINDE PLC1.7K shares48.52%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC961 shares35.35%2026-03-312026-04-21

MS MORGAN STANLEY4.9K shares17.03%2026-03-312026-04-21

BAC BANK AMERICA CORP15.9K shares3.96%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.9K shares14.76%2026-03-312026-04-21

SCHK SCHWAB STRATEGIC TR24.0K shares1.46%2026-03-312026-04-21

Sponsored

EFG ISHARES TR6.7K shares0.00%2026-03-312026-04-21

COP CONOCOPHILLIPS5.6K shares31.06%2026-03-312026-04-21

MUB ISHARES TR6.9K shares145.23%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC2.8K shares6.74%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS3.0K shares17.09%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC2.5K shares34.46%2026-03-312026-04-21

T AT&T INC22.9K shares6.78%2026-03-312026-04-21

ENB ENBRIDGE INC12.0K shares0.00%2026-03-312026-04-21

Sponsored

NVS NOVARTIS AG4.3K shares0.00%2026-03-312026-04-21

PWR QUANTA SVCS INC1.2K shares3.04%2026-03-312026-04-21

COHERENT CORP COHERENT CORP2.7K shares0.00%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC3.1K shares17.62%2026-03-312026-04-21

WM WASTE MGMT INC DEL2.8K shares20.30%2026-03-312026-04-21

PFE PFIZER INC22.5K shares5.41%2026-03-312026-04-21

GNTX GENTEX CORP28.6K shares0.00%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP2.2K shares8.38%2026-03-312026-04-21

Sponsored

SYY SYSCO CORP8.5K shares2.86%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR4.3K shares-3.34%2026-03-312026-04-21

QCOM QUALCOMM INC4.3K shares20.54%2026-03-312026-04-21

GLD SPDR GOLD TR1.2K shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC1.1K shares23.48%2026-03-312026-04-21

ALB ALBEMARLE CORP2.9K shares10.13%2026-03-312026-04-21

CTVA CORTEVA INC5.9K shares8.59%2026-03-312026-04-21

MCK MCKESSON CORP565 shares34.84%2026-03-312026-04-21

Sponsored

MMM 3M CO3.3K shares-2.56%2026-03-312026-04-21

TGT TARGET CORP4.0K shares8.38%2026-03-312026-04-21

WMB WILLIAMS COS INC6.5K shares15.20%2026-03-312026-04-21

ADI ANALOG DEVICES INC1.5K shares18.75%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP5.0K shares28.16%2026-03-312026-04-21

L LOEWS CORP4.2K shares4.25%2026-03-312026-04-21

PPG PPG INDS INC4.0K shares0.60%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC984 shares25.67%2026-03-312026-04-21

Sponsored

AON PLC AON PLC1.3K shares15.32%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC7.3K shares17.52%2026-03-312026-04-21

APH AMPHENOL CORP3.3K shares18.14%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.3K shares18.85%2026-03-312026-04-21

ZBH ZIMMER BIOMET HOLDINGS INC4.5K shares7.97%2026-03-312026-04-21

WTFC WINTRUST FINL CORP3.0K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC2.2K shares14.79%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO6.7K shares4.02%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INC933 shares9.89%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP656 shares47.42%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR12.4K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP1.6K sharesnew addition2026-03-312026-04-21

PGR PROGRESSIVE CORP1.9K shares28.36%2026-03-312026-04-21

NUE NUCOR CORP2.2K shares9.46%2026-03-312026-04-21

ALSN ALLISON TRANSMISSION HLDGS I3.2K shares0.00%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC3.3K shares26.18%2026-03-312026-04-21

Sponsored

NTRS NORTHERN TR CORP2.6K shares4.74%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP7.6K shares17.04%2026-03-312026-04-21

SJM SMUCKER J M CO3.7K shares1.05%2026-03-312026-04-21

SRE SEMPRA3.6K shares20.13%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.7K shares14.68%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.2K shares21.65%2026-03-312026-04-21

YUM YUM BRANDS INC2.2K shares8.86%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC3.7K shares43.80%2026-03-312026-04-21

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares34.07%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST5.3K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO3.4K shares-11.30%2026-03-312026-04-21

INTU INTUIT760 shares4.25%2026-03-312026-04-21

PSX PHILLIPS 661.8K shares13.53%2026-03-312026-04-21

ECL ECOLAB INC1.2K shares8.83%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP361 shares18.36%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares43.75%2026-03-312026-04-21

Sponsored

EQIX EQUINIX INC323 sharesnew addition2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP919 shares-4.17%2026-03-312026-04-21

PLD PROLOGIS INC.2.4K shares28.07%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC705 shares21.13%2026-03-312026-04-21

WELL WELLTOWER INC1.6K shares37.22%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP460 sharesnew addition2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC73 shares25.86%2026-03-312026-04-21

EXC EXELON CORP6.1K shares6.87%2026-03-312026-04-21

Sponsored

FCX FREEPORT MCMORAN INC5.0K shares24.98%2026-03-312026-04-21

HCA HCA HEALTHCARE INC622 shares25.15%2026-03-312026-04-21

ALL ALLSTATE CORP1.4K shares17.57%2026-03-312026-04-21

CTAS CINTAS CORP1.6K shares5.45%2026-03-312026-04-21

CME CME GROUP INC925 shares7.43%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP2.2K sharesnew addition2026-03-312026-04-21

BA BOEING CO1.3K shares19.62%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC2.6K shares0.57%2026-03-312026-04-21

Sponsored

RAVI FLEXSHARES TR3.4K shares0.00%2026-03-312026-04-21

GM GENERAL MTRS CO3.4K sharesnew addition2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW769 sharesnew addition2026-03-312026-04-21

EG EVEREST GROUP LTD765 shares3.10%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC1.4K shares-3.68%2026-03-312026-04-21

SLB SLB LIMITED4.8K shares-51.70%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP868 sharesnew addition2026-03-312026-04-21

Sponsored

SBUX STARBUCKS CORP2.8K sharesnew addition2026-03-312026-04-21

NEM NEWMONT CORP2.2K shares6.15%2026-03-312026-04-21

RCL ROYAL CARIBBEAN GROUP871 shares17.23%2026-03-312026-04-21

NOW SERVICENOW INC2.3K shares22.30%2026-03-312026-04-21

VLTO VERALTO CORP2.7K shares3.99%2026-03-312026-04-21

MKC MCCORMICK & CO INC4.7K shares1.63%2026-03-312026-04-21

BSX BOSTON SCIENTIFIC CORP3.7K shares30.06%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW1.2K sharesnew addition2026-03-312026-04-21

Sponsored

TDTF FLEXSHARES TR9.5K shares84.28%2026-03-312026-04-21

NRGV ENERGY VAULT HOLDINGS INC69.3K shares0.00%2026-03-312026-04-21

IVW ISHARES TR2.0K shares0.00%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC548 sharesnew addition2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC751 sharesnew addition2026-03-312026-04-21

AZO AUTOZONE INC67 sharesnew addition2026-03-312026-04-21

ECG EVERUS CONSTR GROUP1.9K sharesnew addition2026-03-312026-04-21

ADBE ADOBE INC909 shares13.06%2026-03-312026-04-21

Sponsored

CSX CSX CORP5.4K sharesnew addition2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.9K shares-24.50%2026-03-312026-04-21

GSBD GOLDMAN SACHS BDC INC23.7K shares0.00%2026-03-312026-04-21

IGF ISHARES TR3.2K shares38.30%2026-03-312026-04-21

APP APPLOVIN CORP544 shares13.81%2026-03-312026-04-21

EWX SPDR INDEX SHS FDS3.3K shares0.00%2026-03-312026-04-21

XEL XCEL ENERGY INC2.7K sharesnew addition2026-03-312026-04-21

EBAY EBAY INC.2.3K sharesnew addition2026-03-312026-04-21

Sponsored

JCI JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-03-312026-04-21

SPXC SPX TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-04-21

MAS MASCO CORP3.4K sharesnew addition2026-03-312026-04-21

TPR TAPESTRY INC1.4K sharesnew addition2026-03-312026-04-21

STPZ PIMCO ETF TR3.7K shares0.00%2026-03-312026-04-21

IJR ISHARES TR1.4K shares0.00%2026-03-312026-04-21

F FORD MTR CO14.4K shares16.23%2026-03-312026-04-21

QDF FLEXSHARES TR2.1K shares0.00%2026-03-312026-04-21

Sponsored

TDTT FLEXSHARES TR5.0K shares-42.47%2026-03-312026-04-21

HYG ISHARES TR1.3K shares0.00%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F1.4K shares0.00%2026-03-312026-04-21

NFRA FLEXSHARES TR1.1K shares-22.12%2026-03-312026-04-21

SCZ ISHARES TR406 shares0.00%2026-03-312026-04-21

VO VANGUARD INDEX FDS108 shares0.00%2026-03-312026-04-21

IGV ISHARES TR350 shares0.00%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS226 shares0.00%2026-03-312026-04-21

Sponsored

VB VANGUARD INDEX FDS71 shares0.00%2026-03-312026-04-21

IWV ISHARES TR42 shares0.00%2026-03-312026-04-21

EMXC ISHARES INC188 sharesnew addition2026-03-312026-04-21

QUAL ISHARES TR57 shares0.00%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR300 shares0.00%2026-03-312026-04-21

IYW ISHARES TR50 shares0.00%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS156 shares0.00%2026-03-312026-04-21

VTWO VANGUARD SCOTTSDALE FDS62 shares0.00%2026-03-312026-04-21

Sponsored

IXUS ISHARES TR56 shares0.00%2026-03-312026-04-21

FNDE SCHWAB STRATEGIC TR92 shares0.00%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS36 sharesnew addition2026-03-312026-04-21

IJS ISHARES TR1 shares0.00%2026-03-312026-04-21

SCHH SCHWAB STRATEGIC TR1 shares0.00%2026-03-312026-04-21

NVDA

NVIDIA CORPORATION

6.26%

Shares277.1K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-7.31%

Shares55.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

2.75%

Shares52.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-4.10%

Shares84.2K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

18.95%

Shares372.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

3.80%

Shares84.3K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

9.76%

Shares94.0K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

5.35%

Shares23.8K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

0.48%

Shares83.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

15.64%

Shares73.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

3.38%

Shares47.1K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.18%

Shares63.5K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

-11.38%

Shares149.8K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.43%

Shares37.5K

Event2026-03-31

Filed2026-04-21

XHLF

BONDBLOXX ETF TRUST

81.88%

Shares233.2K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

6.61%

Shares67.5K

Event2026-03-31

Filed2026-04-21

DEERE & CO

4.60%

Shares16.6K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

6.03%

Shares19.0K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.85%

Shares59.7K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-1.12%

Shares108.4K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

2.88%

Shares79.6K

Event2026-03-31

Filed2026-04-21

GUNR

FLEXSHARES TR

13.03%

Shares137.3K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

6.37%

Shares30.1K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

-1.18%

Shares35.8K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

11.46%

Shares41.9K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

8.28%

Shares7.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

11.41%

Shares24.4K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

3.34%

Shares31.9K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

4.31%

Shares18.3K

Event2026-03-31

Filed2026-04-21

SHV

ISHARES TR

8.50%

Shares56.5K

Event2026-03-31

Filed2026-04-21

ARISTA NETWORKS INC

14.35%

Shares49.8K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

5.18%

Shares18.3K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

2.82%

Shares19.0K

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS I

-3.27%

Shares19.0K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

7.19%

Shares5.4K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

4.55%

Shares32.8K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

3.04%

Shares64.9K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

-1.72%

Shares37.9K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

10.80%

Shares53.3K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

-8.13%

Shares62.1K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

0.55%

Shares53.1K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

25.17%

Shares57.4K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

203.54%

Shares4.9K

Event2026-03-31

Filed2026-04-21

IEF

ISHARES TR

970.04%

Shares43.7K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

221.41%

Shares70.2K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES TR

26.87%

Shares37.9K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

21.79%

Shares24.5K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

22.00%

Shares12.6K

Event2026-03-31

Filed2026-04-21

VUSB

VANGUARD BD INDEX FDS

-7.98%

Shares77.9K

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP

3.94%

Shares84.4K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

5.53%

Shares16.4K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

-0.16%

Shares36.9K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

11.12%

Shares7.3K

Event2026-03-31

Filed2026-04-21

DHR

DANAHER CORP DEL

2.48%

Shares17.9K

Event2026-03-31

Filed2026-04-21

SNPS

SYNOPSYS INC

18.10%

Shares8.3K

Event2026-03-31

Filed2026-04-21