Sponsored

The Analysis of Cambridge Financial Group, LLC's Holdings & P&L

Currently, Cambridge Financial Group, LLC holds 168 types of securities in its portfolio with a total value $295.4M. In the most recent quarter, they have increased their positions in DFAC (+78.7K shares, valued at $3.1M), DFAT (+38.4K shares, valued at $2.4M), BRK.A (+3 shares, valued at $2.2M); decreased their positions in VBR (-12.8K shares, valued at $2.8M), SCHX (-93.4K shares, valued at $2.4M), IJS (-20.1K shares, valued at $2.4M); initiated new positions in IBTG (+25.2K shares, valued at $577.0K), BSMR (+21.3K shares, valued at $502.8K), BSMQ (+16.7K shares, valued at $395.2K).

1M P&L

+6.4M+2.05%

3M P&L

+8.1M+2.58%

HY P&L

+31.2M+10.79%

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/A257.2M

89.5%

2Consumer Electronics5.1M

1.8%

3Drug Manufacturers - General2.8M

1.0%

Top Industries by Stock Count

1N/A112 stocks

70.0%

2Drug Manufacturers - General4 stocks

2.5%

3Semiconductors4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST757.5K shares11.59%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST390.0K shares10.92%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST683.7K shares0.31%2026-03-312026-04-08

DFEM DIMENSIONAL ETF TRUST541.6K shares-0.67%2026-03-312026-04-08

DFEV DIMENSIONAL ETF TRUST507.1K shares0.30%2026-03-312026-04-08

DFAX DIMENSIONAL ETF TRUST263.8K shares-18.12%2026-03-312026-04-08

SLYV SPDR SERIES TRUST69.8K shares-15.82%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR195.0K shares-28.03%2026-03-312026-04-08

Sponsored

AAPL APPLE INC20.0K shares-5.88%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR174.2K shares-8.49%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR144.2K shares-29.36%2026-03-312026-04-08

IJS ISHARES TR34.5K shares-36.84%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST73.9K shares-31.21%2026-03-312026-04-08

DGRO ISHARES TR52.6K shares2.23%2026-03-312026-04-08

IWB ISHARES TR10.3K shares-12.06%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR140.5K shares-27.36%2026-03-312026-04-08

Sponsored

SCHD SCHWAB STRATEGIC TR110.5K shares-16.77%2026-03-312026-04-08

IEFA ISHARES TR36.5K shares-0.94%2026-03-312026-04-08

VIOV VANGUARD ADMIRAL FDS INC29.5K shares-26.24%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares300.00%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS29.7K shares-44.08%2026-03-312026-04-08

VBR VANGUARD INDEX FDS12.5K shares-50.64%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares160.88%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR100.0K shares-48.31%2026-03-312026-04-08

Sponsored

DFAS DIMENSIONAL ETF TRUST35.2K shares-29.23%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND5.3K shares-22.64%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST58.6K shares-23.20%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR74.0K shares-22.23%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS15.0K shares-26.79%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR66.6K shares-34.12%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST28.1K shares-18.71%2026-03-312026-04-08

DFSI DIMENSIONAL ETF TRUST46.7K shares-0.02%2026-03-312026-04-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.4K shares-16.72%2026-03-312026-04-08

IWF ISHARES TR4.5K shares9.14%2026-03-312026-04-08

FNDE SCHWAB STRATEGIC TR49.5K shares-7.97%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS39.4K shares-5.82%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-10.59%2026-03-312026-04-08

MDYV SPDR SERIES TRUST19.1K shares3.79%2026-03-312026-04-08

IWD ISHARES TR7.0K shares-14.85%2026-03-312026-04-08

DFSU DIMENSIONAL ETF TRUST35.0K shares12.41%2026-03-312026-04-08

Sponsored

IXUS ISHARES TR16.3K shares-9.45%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO4.6K shares-15.96%2026-03-312026-04-08

AMZN AMAZON COM INC6.4K shares-1.23%2026-03-312026-04-08

NVDA NVIDIA CORPORATION7.6K shares17.24%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST38.5K shares-13.95%2026-03-312026-04-08

GLD SPDR GOLD TR3.0K shares-2.21%2026-03-312026-04-08

IWM ISHARES TR5.0K shares-15.48%2026-03-312026-04-08

MSFT MICROSOFT CORP3.3K shares-13.17%2026-03-312026-04-08

Sponsored

SCHE SCHWAB STRATEGIC TR34.6K shares-55.63%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON4.6K shares-12.00%2026-03-312026-04-08

WMT WALMART INC9.1K shares5.56%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS13.3K shares-30.67%2026-03-312026-04-08

DFSE DIMENSIONAL ETF TRUST25.7K shares-24.00%2026-03-312026-04-08

ESML ISHARES TR22.8K shares-15.34%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS4.9K shares-47.68%2026-03-312026-04-08

SPTM SPDR SERIES TRUST13.3K shares-4.77%2026-03-312026-04-08

Sponsored

ESGD ISHARES TR10.9K shares-10.21%2026-03-312026-04-08

VTI VANGUARD INDEX FDS3.2K shares-6.99%2026-03-312026-04-08

VXUS VANGUARD STAR FDS13.0K shares-13.90%2026-03-312026-04-08

GEV GE VERNOVA INC1.1K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC3.3K shares-2.03%2026-03-312026-04-08

ALPHABET INC ALPHABET INC3.0K shares-0.68%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR7.7K shares94.10%2026-03-312026-04-08

LLY ELI LILLY & CO916 shares5.53%2026-03-312026-04-08

Sponsored

JPM JPMORGAN CHASE & CO2.8K shares1.24%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F15.4K shares-9.14%2026-03-312026-04-08

IEMG ISHARES INC11.5K shares-16.47%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF20.5K shares238.65%2026-03-312026-04-08

IWV ISHARES TR2.1K shares-42.68%2026-03-312026-04-08

PEP PEPSICO INC5.0K shares-5.08%2026-03-312026-04-08

EEMV ISHARES INC11.8K shares-0.80%2026-03-312026-04-08

IJJ ISHARES TR5.6K shares-17.29%2026-03-312026-04-08

Sponsored

VOE VANGUARD INDEX FDS3.9K shares-22.45%2026-03-312026-04-08

COP CONOCOPHILLIPS5.3K shares3.54%2026-03-312026-04-08

ITOT ISHARES TR4.8K shares48.32%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.4K shares-18.99%2026-03-312026-04-08

IUSV ISHARES TR6.6K shares0.00%2026-03-312026-04-08

TSLA TESLA INC1.8K shares-13.28%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST18.4K shares-43.91%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F4.6K shares-45.64%2026-03-312026-04-08

Sponsored

QCOM QUALCOMM INC4.7K shares3.04%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR7.5K shares0.16%2026-03-312026-04-08

FNDA SCHWAB STRATEGIC TR18.4K shares0.76%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR12.1K shares-22.33%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS7.3K shares-42.30%2026-03-312026-04-08

IBTG ISHARES TR25.2K sharesnew addition2026-03-312026-04-08

VB VANGUARD INDEX FDS2.2K shares-32.15%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC4.7K shares-17.63%2026-03-312026-04-08

Sponsored

AHR AMERICAN HEALTHCARE REIT INC12.0K shares0.00%2026-03-312026-04-08

XVV ISHARES TR11.5K shares0.00%2026-03-312026-04-08

IOO ISHARES TR4.6K shares0.00%2026-03-312026-04-08

DVY ISHARES TR3.7K shares0.00%2026-03-312026-04-08

EMR EMERSON ELEC CO4.2K shares0.00%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.8K shares4.44%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST14.0K shares-32.07%2026-03-312026-04-08

ABBV ABBVIE INC2.5K shares1.21%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION539 shares-7.39%2026-03-312026-04-08

IBTH ISHARES TR23.7K shares0.00%2026-03-312026-04-08

XJR ISHARES TR12.2K shares0.00%2026-03-312026-04-08

ESGE ISHARES INC11.6K shares-6.37%2026-03-312026-04-08

XOM EXXON MOBIL CORP3.0K shares4.26%2026-03-312026-04-08

BSMR INVESCO EXCH TRD SLF IDX FD21.3K sharesnew addition2026-03-312026-04-08

BSJT INVESCO EXCH TRD SLF IDX FD23.9K shares79.95%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR5.0K shares0.00%2026-03-312026-04-08

Sponsored

EDIV SPDR INDEX SHS FDS12.5K shares-30.35%2026-03-312026-04-08

V VISA INC1.6K shares5.39%2026-03-312026-04-08

CVX CHEVRON CORPORATION2.3K shares-7.71%2026-03-312026-04-08

MCD MCDONALDS CORP1.5K shares11.90%2026-03-312026-04-08

NUE NUCOR CORP2.7K shares0.00%2026-03-312026-04-08

CSCO CISCO SYS INC5.9K shares-0.24%2026-03-312026-04-08

META META PLATFORMS INC784 shares1.82%2026-03-312026-04-08

KO COCA COLA CO5.7K shares2.94%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-13.90%2026-03-312026-04-08

TLTE FLEXSHARES TR6.2K shares-4.38%2026-03-312026-04-08

LQD ISHARES TR3.7K shares-32.10%2026-03-312026-04-08

BSMQ INVESCO EXCH TRD SLF IDX FD16.7K sharesnew addition2026-03-312026-04-08

IVV ISHARES TR581 shares-13.41%2026-03-312026-04-08

NOC NORTHROP GRUMMAN CORP547 shares13.49%2026-03-312026-04-08

BSMU INVESCO EXCH TRD SLF IDX FD17.0K shares-30.16%2026-03-312026-04-08

BSMT INVESCO EXCH TRD SLF IDX FD15.9K shares-30.57%2026-03-312026-04-08

Sponsored

HD HOME DEPOT INC1.1K shares-9.11%2026-03-312026-04-08

CAT CATERPILLAR INC510 shares-21.90%2026-03-312026-04-08

VO VANGUARD INDEX FDS1.3K shares-67.45%2026-03-312026-04-08

PG PROCTER & GAMBLE CO2.5K shares2.51%2026-03-312026-04-08

IJT ISHARES TR2.5K shares8.97%2026-03-312026-04-08

IWN ISHARES TR1.9K shares-20.10%2026-03-312026-04-08

NFLX NETFLIX INC.3.6K shares213.18%2026-03-312026-04-08

BSMS INVESCO EXCH TRD SLF IDX FD14.8K shares-27.36%2026-03-312026-04-08

Sponsored

EMXF ISHARES TR7.1K shares-84.63%2026-03-312026-04-08

EFV ISHARES TR4.6K shares0.00%2026-03-312026-04-08

BSCU INVESCO EXCH TRD SLF IDX FD20.2K shares-0.40%2026-03-312026-04-08

BLV VANGUARD BD INDEX FDS4.8K shares-41.77%2026-03-312026-04-08

RTX RTX CORPORATION1.7K shares14.88%2026-03-312026-04-08

OEF ISHARES TR1.0K shares0.00%2026-03-312026-04-08

BSMV INVESCO EXCH TRD SLF IDX FD15.4K shares0.00%2026-03-312026-04-08

CTVA CORTEVA INC3.8K shares0.00%2026-03-312026-04-08

Sponsored

IBTJ ISHARES TR14.0K shares0.00%2026-03-312026-04-08

T AT&T INC10.3K shares-6.95%2026-03-312026-04-08

IVE ISHARES TR1.4K shares0.00%2026-03-312026-04-08

IVW ISHARES TR2.6K shares0.00%2026-03-312026-04-08

TXN TEXAS INSTRS INC1.4K shares-11.36%2026-03-312026-04-08

BSJS INVESCO EXCH TRD SLF IDX FD12.6K sharesnew addition2026-03-312026-04-08

AVSE AMERICAN CENTY ETF TR4.1K sharesnew addition2026-03-312026-04-08

BAC BANK AMERICA CORP5.6K shares0.00%2026-03-312026-04-08

Sponsored

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-04-08

FNDC SCHWAB STRATEGIC TR5.7K shares-3.64%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST5.4K shares-23.32%2026-03-312026-04-08

IBTI ISHARES TR11.5K shares0.00%2026-03-312026-04-08

USIG ISHARES TR5.0K shares-36.33%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS5.1K shares-15.19%2026-03-312026-04-08

ORCL ORACLE CORP1.7K shares-4.21%2026-03-312026-04-08

AMGN AMGEN INC706 sharesnew addition2026-03-312026-04-08

Sponsored

BSMW INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2026-03-312026-04-08

MUB ISHARES TR2.2K shares-35.57%2026-03-312026-04-08

ONTO ONTO INNOVATION INC1.1K shares-31.74%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR2.7K sharesnew addition2026-03-312026-04-08

BSCS INVESCO EXCH TRD SLF IDX FD11.2K shares-0.91%2026-03-312026-04-08

TGT TARGET CORP1.8K shares-13.26%2026-03-312026-04-08

SDY SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-04-08

BSCT INVESCO EXCH TRD SLF IDX FD11.5K shares-0.60%2026-03-312026-04-08

Sponsored

ALB ALBEMARLE CORP1.2K sharesnew addition2026-03-312026-04-08

INTC INTEL CORP4.8K sharesnew addition2026-03-312026-04-08

PEG PUBLIC SVC ENTERPRISE GROUP2.6K shares0.00%2026-03-312026-04-08

BSSX INVESCO EXCH TRD SLF IDX FD8.1K shares0.00%2026-03-312026-04-08

AMP AMERIPRISE FINL INC453 shares-50.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC237 sharesnew addition2026-03-312026-04-08

AMPX AMPRIUS TECHNOLOGIES INC10.0K shares0.00%2026-03-312026-04-08

LONGEVERON INC LONGEVERON INC10.5K sharesnew addition2026-03-312026-04-08

Sponsored

DFAC

DIMENSIONAL ETF TRUST

11.59%

Shares757.5K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

10.92%

Shares390.0K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

0.31%

Shares683.7K

Event2026-03-31

Filed2026-04-08

DFEM

DIMENSIONAL ETF TRUST

-0.67%

Shares541.6K

Event2026-03-31

Filed2026-04-08

DFEV

DIMENSIONAL ETF TRUST

0.30%

Shares507.1K

Event2026-03-31

Filed2026-04-08

DFAX

DIMENSIONAL ETF TRUST

-18.12%

Shares263.8K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

-15.82%

Shares69.8K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

-28.03%

Shares195.0K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-5.88%

Shares20.0K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

-8.49%

Shares174.2K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

-29.36%

Shares144.2K

Event2026-03-31

Filed2026-04-08

IJS

ISHARES TR

-36.84%

Shares34.5K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

-31.21%

Shares73.9K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

2.23%

Shares52.6K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

-12.06%

Shares10.3K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-27.36%

Shares140.5K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-16.77%

Shares110.5K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-0.94%

Shares36.5K

Event2026-03-31

Filed2026-04-08

VIOV

VANGUARD ADMIRAL FDS INC

-26.24%

Shares29.5K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

300.00%

Shares4

Event2026-03-31

Filed2026-04-08

VYMI

VANGUARD WHITEHALL FDS

-44.08%

Shares29.7K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-50.64%

Shares12.5K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

160.88%

Shares5.4K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

-48.31%

Shares100.0K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

-29.23%

Shares35.2K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

-22.64%

Shares5.3K

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

-23.20%

Shares58.6K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

-22.23%

Shares74.0K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

-26.79%

Shares15.0K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

-34.12%

Shares66.6K

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

-18.71%

Shares28.1K

Event2026-03-31

Filed2026-04-08

DFSI

DIMENSIONAL ETF TRUST

-0.02%

Shares46.7K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-16.72%

Shares3.4K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

9.14%

Shares4.5K

Event2026-03-31

Filed2026-04-08

FNDE

SCHWAB STRATEGIC TR

-7.97%

Shares49.5K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-5.82%

Shares39.4K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-10.59%

Shares2.8K

Event2026-03-31

Filed2026-04-08

MDYV

SPDR SERIES TRUST

3.79%

Shares19.1K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-14.85%

Shares7.0K

Event2026-03-31

Filed2026-04-08

DFSU

DIMENSIONAL ETF TRUST

12.41%

Shares35.0K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

-9.45%

Shares16.3K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-15.96%

Shares4.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-1.23%

Shares6.4K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

17.24%

Shares7.6K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

-13.95%

Shares38.5K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-2.21%

Shares3.0K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-15.48%

Shares5.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-13.17%

Shares3.3K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

-55.63%

Shares34.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-12.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

5.56%

Shares9.1K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

-30.67%

Shares13.3K

Event2026-03-31

Filed2026-04-08

DFSE

DIMENSIONAL ETF TRUST

-24.00%

Shares25.7K

Event2026-03-31

Filed2026-04-08

ESML

ISHARES TR

-15.34%

Shares22.8K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-47.68%

Shares4.9K

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

-4.77%

Shares13.3K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

-10.21%

Shares10.9K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-6.99%

Shares3.2K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

-13.90%

Shares13.0K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-2.03%

Shares3.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.68%

Shares3.0K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

94.10%

Shares7.7K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

5.53%

Shares916

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

1.24%

Shares2.8K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-9.14%

Shares15.4K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-16.47%

Shares11.5K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

238.65%

Shares20.5K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

-42.68%

Shares2.1K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-5.08%

Shares5.0K

Event2026-03-31

Filed2026-04-08

EEMV

ISHARES INC

-0.80%

Shares11.8K

Event2026-03-31

Filed2026-04-08

IJJ

ISHARES TR

-17.29%

Shares5.6K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

-22.45%

Shares3.9K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

3.54%

Shares5.3K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

48.32%

Shares4.8K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

-18.99%

Shares2.4K

Event2026-03-31

Filed2026-04-08

IUSV

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

-13.28%

Shares1.8K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

-43.91%

Shares18.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

-45.64%

Shares4.6K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

3.04%

Shares4.7K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

0.16%

Shares7.5K

Event2026-03-31

Filed2026-04-08

FNDA

SCHWAB STRATEGIC TR

0.76%

Shares18.4K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

-22.33%

Shares12.1K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

-42.30%

Shares7.3K

Event2026-03-31

Filed2026-04-08

IBTG

ISHARES TR

New

Shares25.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-32.15%

Shares2.2K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-17.63%

Shares4.7K

Event2026-03-31

Filed2026-04-08

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-08

XVV

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-08

IOO

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

4.44%

Shares1.8K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-32.07%

Shares14.0K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

1.21%

Shares2.5K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

-7.39%

Shares539

Event2026-03-31

Filed2026-04-08

IBTH

ISHARES TR

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-08

XJR

ISHARES TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-08

ESGE

ISHARES INC

-6.37%

Shares11.6K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

4.26%

Shares3.0K

Event2026-03-31

Filed2026-04-08

BSMR

INVESCO EXCH TRD SLF IDX FD

New

Shares21.3K

Event2026-03-31

Filed2026-04-08

BSJT

INVESCO EXCH TRD SLF IDX FD

79.95%

Shares23.9K

Event2026-03-31

Filed2026-04-08

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

EDIV

SPDR INDEX SHS FDS

-30.35%

Shares12.5K

Event2026-03-31

Filed2026-04-08

VISA INC

5.39%

Shares1.6K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-7.71%

Shares2.3K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

11.90%

Shares1.5K

Event2026-03-31

Filed2026-04-08

NUE

NUCOR CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-0.24%

Shares5.9K

Event2026-03-31

Filed2026-04-08