Sponsored

The Analysis of Cambridge Advisors Inc.'s Holdings & P&L

Currently, Cambridge Advisors Inc. holds 178 types of securities in its portfolio with a total value $515.3M. In the most recent quarter, they have increased their positions in N/A (+3.4K shares, valued at $2.0M), RDVY (+6.4K shares, valued at $438.8K), SETM (+12.8K shares, valued at $422.7K); decreased their positions in VEA (-24.4K shares, valued at $1.6M), CAT (-531 shares, valued at $376.2K), IJH (-5.3K shares, valued at $357.6K); initiated new positions in RDVY (+6.4K shares, valued at $438.8K), SETM (+12.8K shares, valued at $422.7K), XLE (+3.5K shares, valued at $216.6K).

1M P&L

+449.0K+0.10%

3M P&L

+874.1K+0.20%

HY P&L

+22.5M+5.48%

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/A325.8M

79.8%

2Drug Manufacturers - General15.0M

3.7%

3Software - Infrastructure11.7M

2.9%

Top Industries by Stock Count

1N/A112 stocks

67.5%

2Drug Manufacturers - General5 stocks

3.0%

3Semiconductors4 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS147.8K shares2.36%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS730.6K shares0.01%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS524.4K shares-4.45%2026-03-312026-04-16

IJH ISHARES TR303.2K shares-1.72%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS291.9K shares0.67%2026-03-312026-04-16

VTI VANGUARD INDEX FDS36.3K shares0.00%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F206.2K shares-1.13%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL15 shares0.00%2026-03-312026-04-16

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F181.0K shares-0.79%2026-03-312026-04-16

MSFT MICROSOFT CORP27.6K shares-2.42%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS122.7K shares0.06%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F185.9K shares-2.31%2026-03-312026-04-16

AAPL APPLE INC37.6K shares-0.09%2026-03-312026-04-16

AMGN AMGEN INC24.5K shares-0.88%2026-03-312026-04-16

VB VANGUARD INDEX FDS31.6K shares-2.16%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.8K shares-3.76%2026-03-312026-04-16

Sponsored

VNQ VANGUARD INDEX FDS84.7K shares0.01%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR251.5K shares-1.09%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS33.8K shares-1.40%2026-03-312026-04-16

GLW CORNING INC34.8K shares0.16%2026-03-312026-04-16

BUFR FIRST TR EXCHNG TRADED FD VI139.5K shares-1.08%2026-03-312026-04-16

CAT CATERPILLAR INC6.6K shares-7.47%2026-03-312026-04-16

AAAU GOLDMAN SACHS PHYSICAL GOLD89.6K shares0.03%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR130.2K shares-0.39%2026-03-312026-04-16

Sponsored

FNDX SCHWAB STRATEGIC TR131.3K shares0.94%2026-03-312026-04-16

NVDA NVIDIA CORPORATION20.3K shares0.30%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN58.5K shares3.37%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR135.0K shares-0.93%2026-03-312026-04-16

EIPI FIRST TR EXCHNG TRADED FD VI146.4K shares0.50%2026-03-312026-04-16

BSTP INNOVATOR ETFS TRUST86.1K shares-0.49%2026-03-312026-04-16

UNP UNION PAC CORP12.5K shares-0.57%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON11.8K shares-0.17%2026-03-312026-04-16

Sponsored

IWF ISHARES TR6.5K shares0.39%2026-03-312026-04-16

JPST J P MORGAN EXCHANGE TRADED F52.7K shares-1.49%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T3.8K shares0.00%2026-03-312026-04-16

LOW LOWES COS INC10.3K shares-1.01%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 403.9K shares0.00%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR94.8K shares-0.13%2026-03-312026-04-16

ALPHABET INC ALPHABET INC7.9K shares-0.63%2026-03-312026-04-16

EMLP FIRST TR EXCHANGE-TRADED FD48.0K shares0.65%2026-03-312026-04-16

Sponsored

SAMT ADVISORS INNER CIRCLE FD III51.3K shares16.95%2026-03-312026-04-16

AIRR FIRST TR EXCHANGE TRADED FD17.1K shares12.98%2026-03-312026-04-16

IJR ISHARES TR15.2K shares0.01%2026-03-312026-04-16

ABBV ABBVIE INC8.6K shares-0.52%2026-03-312026-04-16

JGRO J P MORGAN EXCHANGE TRADED F21.6K shares-12.96%2026-03-312026-04-16

SCHM SCHWAB STRATEGIC TR58.9K shares0.16%2026-03-312026-04-16

LQD ISHARES TR16.4K shares0.00%2026-03-312026-04-16

EME EMCOR GROUP INC2.4K shares-2.83%2026-03-312026-04-16

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD10.3K shares10.69%2026-03-312026-04-16

VXUS VANGUARD STAR FDS21.4K shares0.83%2026-03-312026-04-16

VNQI VANGUARD INTL EQUITY INDEX F36.4K shares0.00%2026-03-312026-04-16

NAPR INNOVATOR ETFS TRUST29.1K shares0.00%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR54.1K shares-0.37%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND3.3K shares0.00%2026-03-312026-04-16

IWM ISHARES TR6.2K shares0.00%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR2.6K shares0.00%2026-03-312026-04-16

Sponsored

EFA ISHARES TR15.2K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC2.6K shares-2.91%2026-03-312026-04-16

DHR DANAHER CORP DEL7.6K shares-0.52%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO4.8K shares-3.24%2026-03-312026-04-16

NVS NOVARTIS AG9.0K shares0.00%2026-03-312026-04-16

SDVD FIRST TR EXCH TRADED FD III62.9K shares6.97%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.8K shares-0.73%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS16.9K shares-2.40%2026-03-312026-04-16

Sponsored

FNDA SCHWAB STRATEGIC TR40.5K shares0.33%2026-03-312026-04-16

CSCO CISCO SYS INC16.6K shares-0.60%2026-03-312026-04-16

FTCS FIRST TR EXCHANGE-TRADED FD13.8K shares-15.05%2026-03-312026-04-16

SMH VANECK ETF TRUST3.3K shares0.00%2026-03-312026-04-16

XOM EXXON MOBIL CORP7.3K shares0.07%2026-03-312026-04-16

FTSM FIRST TR EXCHANGE-TRADED FD20.8K shares-1.86%2026-03-312026-04-16

V VISA INC4.1K shares-0.61%2026-03-312026-04-16

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF27.2K shares-0.08%2026-03-312026-04-16

Sponsored

SCHX SCHWAB STRATEGIC TR47.0K shares2.03%2026-03-312026-04-16

BUCK SIMPLIFY EXCHANGE TRADED FUN51.1K shares3.64%2026-03-312026-04-16

WCMI FIRST TR EXCHANGE-TRADED FD70.5K shares2.55%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC12.7K shares-0.39%2026-03-312026-04-16

GLD SPDR GOLD TR2.7K shares-6.15%2026-03-312026-04-16

ORCL ORACLE CORP7.6K shares-9.56%2026-03-312026-04-16

DOGG FIRST TR EXCHANGE-TRADED FD50.6K shares-2.33%2026-03-312026-04-16

PINK SIMPLIFY EXCHANGE TRADED FUN31.6K shares39.09%2026-03-312026-04-16

Sponsored

ITW ILLINOIS TOOL WKS INC4.0K shares0.00%2026-03-312026-04-16

PEP PEPSICO INC6.6K shares0.00%2026-03-312026-04-16

HEQT SIMPLIFY EXCHANGE TRADED FUN32.5K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION4.9K shares3.28%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.3K shares0.19%2026-03-312026-04-16

AMZN AMAZON COM INC4.7K shares2.85%2026-03-312026-04-16

MTBA SIMPLIFY EXCHANGE TRADED FUN19.5K shares1.90%2026-03-312026-04-16

FIXD FIRST TR EXCHNG TRADED FD VI21.7K shares-3.47%2026-03-312026-04-16

Sponsored

MERCK & CO INC MERCK & CO INC7.8K shares0.15%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO2.9K shares0.00%2026-03-312026-04-16

PG PROCTER & GAMBLE CO5.7K shares0.19%2026-03-312026-04-16

RTX RTX CORPORATION4.3K shares-3.38%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.8K shares0.04%2026-03-312026-04-16

SCHO SCHWAB STRATEGIC TR32.8K shares0.00%2026-03-312026-04-16

SPYD SPDR SERIES TRUST17.3K shares0.00%2026-03-312026-04-16

SVOL SIMPLIFY EXCHANGE TRADED FUN49.5K shares3.42%2026-03-312026-04-16

Sponsored

SDY SPDR SERIES TRUST5.0K shares0.00%2026-03-312026-04-16

KO COCA COLA CO9.4K shares0.00%2026-03-312026-04-16

PSTP INNOVATOR ETFS TRUST20.6K shares-7.62%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN3.5K shares-0.74%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC1.5K shares-0.99%2026-03-312026-04-16

ABT ABBOTT LABORATORIES6.7K shares-0.37%2026-03-312026-04-16

IJJ ISHARES TR5.1K shares0.00%2026-03-312026-04-16

SAGP ADVISORS INNER CIRCLE FD III19.2K shares-0.68%2026-03-312026-04-16

Sponsored

SBUX STARBUCKS CORP7.3K shares-1.87%2026-03-312026-04-16

AGG ISHARES TR6.5K shares0.00%2026-03-312026-04-16

CTA SIMPLIFY EXCHANGE TRADED FUN21.2K shares-11.20%2026-03-312026-04-16

IEF ISHARES TR6.6K shares0.00%2026-03-312026-04-16

IVV ISHARES TR947 shares0.00%2026-03-312026-04-16

SCHP SCHWAB STRATEGIC TR23.2K shares-1.23%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR6.9K shares0.00%2026-03-312026-04-16

YGLD SIMPLIFY EXCHANGE TRADED FUN15.2K shares30.20%2026-03-312026-04-16

Sponsored

VTV VANGUARD INDEX FDS2.9K shares0.00%2026-03-312026-04-16

WFC WELLS FARGO & CO7.0K shares0.00%2026-03-312026-04-16

DVY ISHARES TR3.5K shares2.17%2026-03-312026-04-16

VDE VANGUARD WORLD FD3.1K shares0.00%2026-03-312026-04-16

VMBS VANGUARD SCOTTSDALE FDS11.2K shares0.00%2026-03-312026-04-16

INTC INTEL CORP11.6K shares0.00%2026-03-312026-04-16

NXPI NXP SEMICONDUCTORS N V2.5K shares0.00%2026-03-312026-04-16

ROP ROPER TECHNOLOGIES INC1.4K shares-2.58%2026-03-312026-04-16

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI16.9K shares-2.59%2026-03-312026-04-16

PJAN INNOVATOR ETFS TRUST9.9K shares-0.05%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC5.2K shares0.00%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC1.7K shares-22.01%2026-03-312026-04-16

IGLD FIRST TR EXCHANGE-TRADED FD17.3K shares2.16%2026-03-312026-04-16

RDVY FIRST TR EXCHANGE TRADED FD6.4K sharesnew addition2026-03-312026-04-16

OUSM ALPS ETF TR9.7K shares0.00%2026-03-312026-04-16

SETM SPROTT FDS TR12.8K sharesnew addition2026-03-312026-04-16

Sponsored

COST COSTCO WHOLESALE CORPORATION413 shares0.00%2026-03-312026-04-16

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-04-16

GSLC GOLDMAN SACHS ETF TR3.1K shares-4.99%2026-03-312026-04-16

XDEC FIRST TR EXCHNG TRADED FD VI9.7K shares1.30%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC406 shares0.00%2026-03-312026-04-16

QCOM QUALCOMM INC3.0K shares-1.15%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR12.4K shares0.06%2026-03-312026-04-16

FAUG FIRST TR EXCHNG TRADED FD VI7.2K shares-4.00%2026-03-312026-04-16

Sponsored

IYW ISHARES TR2.0K shares0.00%2026-03-312026-04-16

ITB ISHARES TR3.8K shares0.00%2026-03-312026-04-16

XJUN FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-04-16

GRMN GARMIN LTD1.4K shares0.00%2026-03-312026-04-16

BALT INNOVATOR ETFS TRUST10.0K shares4.71%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS2.2K shares5.51%2026-03-312026-04-16

USB US BANCORP6.4K shares-6.75%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-8.42%2026-03-312026-04-16

Sponsored

GSIE GOLDMAN SACHS ETF TR7.6K shares0.00%2026-03-312026-04-16

IBND SPDR SERIES TRUST10.4K shares0.00%2026-03-312026-04-16

DE DEERE & CO566 shares0.00%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC2.0K shares-4.62%2026-03-312026-04-16

GILD GILEAD SCIENCES INC2.3K shares0.00%2026-03-312026-04-16

JBND J P MORGAN EXCHANGE TRADED F5.8K shares18.16%2026-03-312026-04-16

MAXI SIMPLIFY EXCHANGE TRADED FUN32.7K shares4.24%2026-03-312026-04-16

FTRI FIRST TR EXCHANGE-TRADED FD17.1K shares-1.65%2026-03-312026-04-16

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI11.5K shares0.00%2026-03-312026-04-16

GMAY FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-04-16

DX DYNEX CAP INC23.4K shares1.74%2026-03-312026-04-16

DHDG FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2026-03-312026-04-16

PFIX SIMPLIFY EXCHANGE TRADED FUN6.2K shares1.05%2026-03-312026-04-16

BA BOEING CO1.4K shares0.00%2026-03-312026-04-16

IQLT ISHARES TR6.1K shares0.00%2026-03-312026-04-16

JTEK J P MORGAN EXCHANGE TRADED F3.4K shares7.87%2026-03-312026-04-16

Sponsored

SPYV SPDR SERIES TRUST4.8K shares-3.54%2026-03-312026-04-16

SCHH SCHWAB STRATEGIC TR12.3K shares0.03%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS5.7K shares0.00%2026-03-312026-04-16

ARKG ARK ETF TR9.3K shares12.48%2026-03-312026-04-16

FDN FIRST TR EXCHANGE-TRADED FD1.0K shares-21.41%2026-03-312026-04-16

MO ALTRIA GROUP INC3.7K shares0.24%2026-03-312026-04-16

MCD MCDONALDS CORP748 shares0.00%2026-03-312026-04-16

MMM 3M CO1.6K shares0.00%2026-03-312026-04-16

Sponsored

EWG ISHARES INC5.6K shares0.00%2026-03-312026-04-16

FIW FIRST TR EXCHANGE-TRADED FD2.1K shares-0.75%2026-03-312026-04-16

HELO J P MORGAN EXCHANGE TRADED F3.4K shares0.50%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR3.5K sharesnew addition2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC4.2K sharesnew addition2026-03-312026-04-16

BDX BECTON DICKINSON & CO1.3K shares0.00%2026-03-312026-04-16

CRL CHARLES RIV LABS INTL INC1.2K shares0.00%2026-03-312026-04-16

GEM GOLDMAN SACHS ETF TR4.7K sharesnew addition2026-03-312026-04-16

Sponsored

NJAN INNOVATOR ETFS TRUST3.8K shares0.00%2026-03-312026-04-16

ARKQ ARK ETF TR1.8K sharesnew addition2026-03-312026-04-16

VANGUARD INDEX FDS

2.36%

Shares147.8K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

0.01%

Shares730.6K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

-4.45%

Shares524.4K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

-1.72%

Shares303.2K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

0.67%

Shares291.9K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.00%

Shares36.3K

Event2026-03-31

Filed2026-04-16

JEPQ

J P MORGAN EXCHANGE TRADED F

-1.13%

Shares206.2K

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares15

Event2026-03-31

Filed2026-04-16

JEPI

J P MORGAN EXCHANGE TRADED F

-0.79%

Shares181.0K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-2.42%

Shares27.6K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

0.06%

Shares122.7K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-2.31%

Shares185.9K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.09%

Shares37.6K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

-0.88%

Shares24.5K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-2.16%

Shares31.6K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-3.76%

Shares16.8K

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

0.01%

Shares84.7K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

-1.09%

Shares251.5K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-1.40%

Shares33.8K

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC

0.16%

Shares34.8K

Event2026-03-31

Filed2026-04-16

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.08%

Shares139.5K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-7.47%

Shares6.6K

Event2026-03-31

Filed2026-04-16

AAAU

GOLDMAN SACHS PHYSICAL GOLD

0.03%

Shares89.6K

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

-0.39%

Shares130.2K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB STRATEGIC TR

0.94%

Shares131.3K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

0.30%

Shares20.3K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

3.37%

Shares58.5K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

-0.93%

Shares135.0K

Event2026-03-31

Filed2026-04-16

EIPI

FIRST TR EXCHNG TRADED FD VI

0.50%

Shares146.4K

Event2026-03-31

Filed2026-04-16

BSTP

INNOVATOR ETFS TRUST

-0.49%

Shares86.1K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

-0.57%

Shares12.5K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-0.17%

Shares11.8K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

0.39%

Shares6.5K

Event2026-03-31

Filed2026-04-16

JPST

J P MORGAN EXCHANGE TRADED F

-1.49%

Shares52.7K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

-1.01%

Shares10.3K

Event2026-03-31

Filed2026-04-16

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

-0.13%

Shares94.8K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.63%

Shares7.9K

Event2026-03-31

Filed2026-04-16

EMLP

FIRST TR EXCHANGE-TRADED FD

0.65%

Shares48.0K

Event2026-03-31

Filed2026-04-16

SAMT

ADVISORS INNER CIRCLE FD III

16.95%

Shares51.3K

Event2026-03-31

Filed2026-04-16

AIRR

FIRST TR EXCHANGE TRADED FD

12.98%

Shares17.1K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

0.01%

Shares15.2K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

-0.52%

Shares8.6K

Event2026-03-31

Filed2026-04-16

JGRO

J P MORGAN EXCHANGE TRADED F

-12.96%

Shares21.6K

Event2026-03-31

Filed2026-04-16

SCHM

SCHWAB STRATEGIC TR

0.16%

Shares58.9K

Event2026-03-31

Filed2026-04-16

LQD

ISHARES TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-16

EME

EMCOR GROUP INC

-2.83%

Shares2.4K

Event2026-03-31

Filed2026-04-16

GRID

FIRST TR EXCHANGE-TRADED FD

10.69%

Shares10.3K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

0.83%

Shares21.4K

Event2026-03-31

Filed2026-04-16

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares36.4K

Event2026-03-31

Filed2026-04-16

NAPR

INNOVATOR ETFS TRUST

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

-0.37%

Shares54.1K

Event2026-03-31

Filed2026-04-16

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-16