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The Analysis of Canvas Wealth Advisors, LLC's Holdings & P&L

Currently, Canvas Wealth Advisors, LLC holds 240 types of securities in its portfolio with a total value $588.0M. In the most recent quarter, they have increased their positions in AVLC (+87.4K shares, valued at $6.8M), AMZN (+22.4K shares, valued at $4.7M), DFAC (+85.9K shares, valued at $3.3M); decreased their positions in IVV (-14.5K shares, valued at $9.5M), MMM (-22.3K shares, valued at $3.2M), DFUS (-25.6K shares, valued at $1.8M); initiated new positions in AVLC (+87.4K shares, valued at $6.8M), MINO (+44.8K shares, valued at $2.0M), DUHP (+31.0K shares, valued at $1.1M).

1M P&L

+37.3M+6.42%

3M P&L

+32.3M+5.52%

HY P&L

+46.5M+8.14%

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/A233.9M

44.6%

2Software - Infrastructure59.7M

11.4%

3Rental & Leasing Services46.1M

8.8%

Top Industries by Stock Count

1N/A107 stocks

48.6%

2Drug Manufacturers - General7 stocks

3.2%

3Banks - Regional6 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CTOS CUSTOM TRUCK ONE SOURCE INC7.0M shares-0.44%2026-03-312026-04-28

ALPHABET INC ALPHABET INC117.1K shares-1.53%2026-03-312026-04-28

MSFT MICROSOFT CORP72.9K shares13.53%2026-03-312026-04-28

AAPL APPLE INC105.5K shares-0.55%2026-03-312026-04-28

ITOT ISHARES TR185.2K shares6.95%2026-03-312026-04-28

AMZN AMAZON COM INC111.7K shares25.08%2026-03-312026-04-28

NVDA NVIDIA CORPORATION121.7K shares1.30%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC121.3K shares4.08%2026-03-312026-04-28

Sponsored

TSLA TESLA INC44.9K shares4.17%2026-03-312026-04-28

IUSG ISHARES TR99.4K shares-1.54%2026-03-312026-04-28

AVDE AMERICAN CENTY ETF TR177.7K shares15.13%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC200.1K shares5.40%2026-03-312026-04-28

GSLC GOLDMAN SACHS ETF TR113.5K shares0.82%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR389.0K shares-4.03%2026-03-312026-04-28

IJR ISHARES TR91.3K shares-2.27%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC50.8K shares-3.89%2026-03-312026-04-28

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS16.7K shares0.52%2026-03-312026-04-28

IVV ISHARES TR14.9K shares-49.32%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC55.6K shares24.47%2026-03-312026-04-28

IUSV ISHARES TR76.6K shares2.90%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.6K shares3.83%2026-03-312026-04-28

AVLC AMERICAN CENTY ETF TR87.4K sharesnew addition2026-03-312026-04-28

AGG ISHARES TR58.0K shares4.67%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC14.1K shares41.99%2026-03-312026-04-28

Sponsored

CLX CLOROX CO DEL53.0K shares3.55%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR58.4K shares23.08%2026-03-312026-04-28

IEFA ISHARES TR49.3K shares-18.27%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO14.5K shares-0.45%2026-03-312026-04-28

FBND FIDELITY MERRIMACK STR TR90.6K shares38.66%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II78.9K shares-17.81%2026-03-312026-04-28

VTI VANGUARD INDEX FDS11.9K shares6.46%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST98.5K shares685.94%2026-03-312026-04-28

Sponsored

VUG VANGUARD INDEX FDS8.5K shares5.46%2026-03-312026-04-28

JMST J P MORGAN EXCHANGE TRADED F71.3K shares160.34%2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST47.2K shares-35.19%2026-03-312026-04-28

WMT WALMART INC26.0K shares-0.85%2026-03-312026-04-28

META META PLATFORMS INC5.7K shares10.68%2026-03-312026-04-28

ALPHABET INC ALPHABET INC11.2K shares2.23%2026-03-312026-04-28

VXUS VANGUARD STAR FDS41.4K shares2.46%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR28.7K shares5.67%2026-03-312026-04-28

Sponsored

BROADCOM INC BROADCOM INC10.1K shares1.70%2026-03-312026-04-28

VB VANGUARD INDEX FDS11.9K shares0.40%2026-03-312026-04-28

MELI MERCADOLIBRE INC1.8K shares11.31%2026-03-312026-04-28

JPST J P MORGAN EXCHANGE TRADED F57.9K shares-11.12%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-28

HOOD ROBINHOOD MKTS INC40.8K shares57.84%2026-03-312026-04-28

AVUS AMERICAN CENTY ETF TR24.8K shares-28.64%2026-03-312026-04-28

ASML ASML HLDG NV1.7K shares-12.68%2026-03-312026-04-28

Sponsored

MUB ISHARES TR19.9K shares-3.05%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION2.1K shares-1.57%2026-03-312026-04-28

MINO PIMCO ETF TR44.8K sharesnew addition2026-03-312026-04-28

IYW ISHARES TR10.7K shares0.00%2026-03-312026-04-28

NOW SERVICENOW INC17.8K shares36.66%2026-03-312026-04-28

VTV VANGUARD INDEX FDS9.2K shares3.20%2026-03-312026-04-28

AVAV AEROVIRONMENT INC9.1K shares74.71%2026-03-312026-04-28

NKE NIKE INC28.6K shares-29.57%2026-03-312026-04-28

Sponsored

KMB KIMBERLY-CLARK CORP15.2K shares113.87%2026-03-312026-04-28

SHYG ISHARES TR34.6K shares6.84%2026-03-312026-04-28

VBK VANGUARD INDEX FDS4.7K shares1.16%2026-03-312026-04-28

IWD ISHARES TR6.5K shares0.00%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS21.5K shares-1.01%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC4.0K shares7.16%2026-03-312026-04-28

DFIC DIMENSIONAL ETF TRUST38.4K shares258.40%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T2.0K shares7.27%2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO1.4K shares0.14%2026-03-312026-04-28

BOXX EA SERIES TRUST10.9K shares23.62%2026-03-312026-04-28

AVIV AMERICAN CENTY ETF TR16.8K shares35.11%2026-03-312026-04-28

FESM FIDELITY COVINGTON TRUST32.2K shares3.01%2026-03-312026-04-28

DUHP DIMENSIONAL ETF TRUST31.0K sharesnew addition2026-03-312026-04-28

VNQ VANGUARD INDEX FDS12.7K shares19.61%2026-03-312026-04-28

DFSV DIMENSIONAL ETF TRUST31.4K sharesnew addition2026-03-312026-04-28

EFG ISHARES TR9.8K shares-0.94%2026-03-312026-04-28

Sponsored

PWR QUANTA SVCS INC2.0K shares-9.10%2026-03-312026-04-28

MCD MCDONALDS CORP3.4K shares-3.33%2026-03-312026-04-28

EQUIPMENTSHARE COM INC EQUIPMENTSHARE COM INC52.0K sharesnew addition2026-03-312026-04-28

VV VANGUARD INDEX FDS3.5K shares338.41%2026-03-312026-04-28

DFEM DIMENSIONAL ETF TRUST30.0K shares78.68%2026-03-312026-04-28

COWZ PACER FDS TR16.5K sharesnew addition2026-03-312026-04-28

CWT CALIFORNIA WTR SVC GROUP22.6K shares-1.99%2026-03-312026-04-28

SHOP SHOPIFY INC8.3K shares-1.71%2026-03-312026-04-28

Sponsored

MRTN MARTEN TRANS LTD73.6K shares-3.63%2026-03-312026-04-28

PSQA PALMER SQUARE FUNDS TR46.2K sharesnew addition2026-03-312026-04-28

JNJ JOHNSON & JOHNSON3.6K shares-6.33%2026-03-312026-04-28

MMM 3M CO5.9K shares-78.95%2026-03-312026-04-28

XOM EXXON MOBIL CORP4.9K shares4.45%2026-03-312026-04-28

MA MASTERCARD INCORPORATED1.7K shares2.66%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K shares-1.03%2026-03-312026-04-28

HYMB SPDR SERIES TRUST31.3K shares34.07%2026-03-312026-04-28

Sponsored

AVDV AMERICAN CENTY ETF TR7.7K sharesnew addition2026-03-312026-04-28

FBCG FIDELITY COVINGTON TRUST15.0K shares49.35%2026-03-312026-04-28

HD HOME DEPOT INC2.3K shares-2.32%2026-03-312026-04-28

ET ENERGY TRANSFER L P38.7K shares0.17%2026-03-312026-04-28

VBR VANGUARD INDEX FDS3.4K shares13.41%2026-03-312026-04-28

SMMU PIMCO ETF TR14.7K sharesnew addition2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN12.5K shares9.52%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares34.40%2026-03-312026-04-28

Sponsored

IEMG ISHARES INC10.3K shares-40.64%2026-03-312026-04-28

VGT VANGUARD WORLD FD1.0K shares205.39%2026-03-312026-04-28

IJH ISHARES TR10.2K shares-36.49%2026-03-312026-04-28

NFLX NETFLIX INC.7.0K shares12.25%2026-03-312026-04-28

BUSE FIRST BUSEY CORP26.5K shares-62.90%2026-03-312026-04-28

SMH VANECK ETF TRUST1.7K shares3.88%2026-03-312026-04-28

CAT CATERPILLAR INC937 shares-8.76%2026-03-312026-04-28

SHM SPDR SERIES TRUST13.5K shares-8.75%2026-03-312026-04-28

Sponsored

PEP PEPSICO INC4.1K shares50.09%2026-03-312026-04-28

QIAGEN NV QIAGEN NV15.8K sharesnew addition2026-03-312026-04-28

JAAA JANUS DETROIT STR TR12.5K shares-12.59%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS6.6K shares0.00%2026-03-312026-04-28

SYK STRYKER CORPORATION1.8K shares-0.49%2026-03-312026-04-28

BAC BANK AMERICA CORP12.4K shares-7.16%2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP6.3K shares-29.51%2026-03-312026-04-28

ORCL ORACLE CORP4.0K shares-2.71%2026-03-312026-04-28

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.0K shares77.33%2026-03-312026-04-28

FENI FIDELITY COVINGTON TRUST15.6K shares-66.13%2026-03-312026-04-28

V VISA INC1.9K shares7.90%2026-03-312026-04-28

MGK VANGUARD WORLD FD1.5K shares13.35%2026-03-312026-04-28

MASI MASIMO CORP3.2K sharesnew addition2026-03-312026-04-28

AVMC AMERICAN CENTY ETF TR7.8K sharesnew addition2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS7.2K shares-2.22%2026-03-312026-04-28

WERN WERNER ENTERPRISES INC19.1K shares-11.83%2026-03-312026-04-28

Sponsored

IYC ISHARES TR5.6K shares0.00%2026-03-312026-04-28

SOLV SOLVENTUM CORP8.2K shares11.91%2026-03-312026-04-28

CVX CHEVRON CORPORATION2.6K shares3.39%2026-03-312026-04-28

INTU INTUIT1.2K shares63.76%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F9.4K shares5.01%2026-03-312026-04-28

GPIX GOLDMAN SACHS ETF TR10.6K shares-11.21%2026-03-312026-04-28

CSCO CISCO SYS INC6.8K shares-4.36%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 40816 sharesnew addition2026-03-312026-04-28

Sponsored

IVW ISHARES TR4.4K shares-1.78%2026-03-312026-04-28

DFAI DIMENSIONAL ETF TRUST12.7K shares-9.69%2026-03-312026-04-28

LQD ISHARES TR4.5K shares0.00%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR3.7K shares64.56%2026-03-312026-04-28

QQQM INVESCO EXCH TRADED FD TR II2.1K sharesnew addition2026-03-312026-04-28

KVUE KENVUE INC27.2K shares-31.86%2026-03-312026-04-28

ABBV ABBVIE INC2.1K shares-4.88%2026-03-312026-04-28

NHYM NUSHARES ETF TR18.5K shares15.63%2026-03-312026-04-28

Sponsored

MHD BLACKROCK MUNIHOLDINGS FD IN40.2K sharesnew addition2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR18.1K sharesnew addition2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F6.0K sharesnew addition2026-03-312026-04-28

MAA MID-AMER APT CMNTYS INC3.6K shares-8.08%2026-03-312026-04-28

ORLY OREILLY AUTOMOTIVE INC4.8K shares34.55%2026-03-312026-04-28

FNDF SCHWAB STRATEGIC TR8.9K shares0.00%2026-03-312026-04-28

NEE NEXTERA ENERGY INC4.7K shares3.88%2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST6.0K shares15.53%2026-03-312026-04-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC858 shares10.28%2026-03-312026-04-28

SPYM SPDR SERIES TRUST5.5K shares7.95%2026-03-312026-04-28

AVGE AMERICAN CENTY ETF TR4.7K shares19.60%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC1.2K shares8.31%2026-03-312026-04-28

SE SEA LTD4.9K shares-1.38%2026-03-312026-04-28

KKR & CO INC KKR & CO INC4.3K shares133.44%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE1.4K shares5.90%2026-03-312026-04-28

VO VANGUARD INDEX FDS1.3K shares-6.22%2026-03-312026-04-28

Sponsored

EATON CORP PLC EATON CORP PLC1.0K shares-3.59%2026-03-312026-04-28

KO COCA COLA CO4.9K shares-1.44%2026-03-312026-04-28

TMUS T-MOBILE US INC1.8K shares20.11%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC7.3K shares4.76%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC3.0K shares6.44%2026-03-312026-04-28

CVGW CALAVO GROWERS INC13.9K sharesnew addition2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-3.55%2026-03-312026-04-28

MS MORGAN STANLEY2.2K shares1.17%2026-03-312026-04-28

Sponsored

DFLV DIMENSIONAL ETF TRUST9.9K shares-10.81%2026-03-312026-04-28

AVLV AMERICAN CENTY ETF TR4.4K shares4.95%2026-03-312026-04-28

NTRS NORTHERN TR CORP2.5K shares-16.93%2026-03-312026-04-28

PG PROCTER & GAMBLE CO2.4K shares-2.50%2026-03-312026-04-28

DISV DIMENSIONAL ETF TRUST8.6K sharesnew addition2026-03-312026-04-28

MO ALTRIA GROUP INC5.1K shares24.07%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO1.1K shares35.27%2026-03-312026-04-28

PFE PFIZER INC11.9K shares12.67%2026-03-312026-04-28

Sponsored

SCHX SCHWAB STRATEGIC TR12.9K sharesnew addition2026-03-312026-04-28

DFEV DIMENSIONAL ETF TRUST9.1K sharesnew addition2026-03-312026-04-28

DIHP DIMENSIONAL ETF TRUST10.0K sharesnew addition2026-03-312026-04-28

RTX RTX CORPORATION1.7K shares-2.63%2026-03-312026-04-28

LPRE EXCHANGE LISTED FDS TR12.3K shares-1.09%2026-03-312026-04-28

SPMD SPDR SERIES TRUST5.2K shares-2.35%2026-03-312026-04-28

EMLP FIRST TR EXCHANGE-TRADED FD7.0K shares0.00%2026-03-312026-04-28

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-28

Sponsored

EPD ENTERPRISE PRODS PARTNERS L8.0K shares-3.22%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS1.4K shares-1.76%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC1.8K shares18.27%2026-03-312026-04-28

IVE ISHARES TR1.3K shares10.29%2026-03-312026-04-28

TJX TJX COS INC NEW1.8K shares-8.11%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR9.1K shares35.89%2026-03-312026-04-28

PB PROSPERITY BANCSHARES INC4.2K shares0.00%2026-03-312026-04-28

FSLR FIRST SOLAR INC1.4K shares-39.82%2026-03-312026-04-28

Sponsored

PNC PNC FINL SVCS GROUP INC1.3K shares9.10%2026-03-312026-04-28

GL GLOBE LIFE INC2.0K shares-19.27%2026-03-312026-04-28

IWM ISHARES TR1.1K shares-4.41%2026-03-312026-04-28

FEMR FIDELITY COVINGTON TRUST7.8K shares-71.09%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR10.8K shares6.31%2026-03-312026-04-28

AMAT APPLIED MATLS INC778 shares-15.80%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC2.2K shares-3.61%2026-03-312026-04-28

APH AMPHENOL CORP2.1K shares1.36%2026-03-312026-04-28

Sponsored

XLP SELECT SECTOR SPDR TR3.2K shares0.78%2026-03-312026-04-28

SPGI S&P GLOBAL INC615 shares1.15%2026-03-312026-04-28

CAH CARDINAL HEALTH INC1.2K shares-0.16%2026-03-312026-04-28

FELC FIDELITY COVINGTON TRUST7.1K shares-11.92%2026-03-312026-04-28

GEV GE VERNOVA INC294 sharesnew addition2026-03-312026-04-28

WDC WESTERN DIGITAL CORP948 sharesnew addition2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST7.5K shares0.00%2026-03-312026-04-28

NAD NUVEEN QUALITY MUNCP INCOME22.1K shares1.16%2026-03-312026-04-28

Sponsored

HLT HILTON WORLDWIDE HLDGS INC836 shares-0.36%2026-03-312026-04-28

DE DEERE & CO450 shares2.04%2026-03-312026-04-28

FNDC SCHWAB STRATEGIC TR5.4K shares0.00%2026-03-312026-04-28

NU NU HLDGS LTD17.2K shares-3.44%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC848 shares-12.12%2026-03-312026-04-28

T AT&T INC8.5K sharesnew addition2026-03-312026-04-28

NGL NGL ENERGY PARTNERS LP20.0K shares0.00%2026-03-312026-04-28

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.2K shares14.61%2026-03-312026-04-28

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL621 sharesnew addition2026-03-312026-04-28

LINDE PLC LINDE PLC487 sharesnew addition2026-03-312026-04-28

WFC WELLS FARGO & CO3.0K shares-3.11%2026-03-312026-04-28

EL LAUDER ESTEE COS INC3.3K shares-43.27%2026-03-312026-04-28

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-04-28

EFA ISHARES TR2.4K shares0.00%2026-03-312026-04-28

DGX QUEST DIAGNOSTICS INC1.2K sharesnew addition2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2026-03-312026-04-28

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV2.9K sharesnew addition2026-03-312026-04-28

USB US BANCORP4.4K sharesnew addition2026-03-312026-04-28

ATR APTARGROUP INC1.8K shares-34.80%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC1.8K shares-1.46%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC236 shares-0.42%2026-03-312026-04-28

EG EVEREST GROUP LTD691 shares4.22%2026-03-312026-04-28

CB CHUBB LTD SWITZ691 shares2.07%2026-03-312026-04-28

LNN LINDSAY CORP1.9K shares-5.99%2026-03-312026-04-28

Sponsored

LMT LOCKHEED MARTIN CORP364 sharesnew addition2026-03-312026-04-28

AMGN AMGEN INC622 sharesnew addition2026-03-312026-04-28

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-28

BDX BECTON DICKINSON & CO1.4K shares-9.00%2026-03-312026-04-28

TDG TRANSDIGM GROUP INC185 shares-1.60%2026-03-312026-04-28

ADBE ADOBE INC864 sharesnew addition2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC1.8K shares24.05%2026-03-312026-04-28

KLAC KLA CORP142 sharesnew addition2026-03-312026-04-28

Sponsored

MAR MARRIOTT INTL INC NEW637 shares-9.00%2026-03-312026-04-28

DFGR DIMENSIONAL ETF TRUST7.8K sharesnew addition2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F3.8K shares-21.04%2026-03-312026-04-28

IBIT ISHARES BITCOIN TRUST ETF5.3K shares29.15%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC437 shares-1.80%2026-03-312026-04-28

TNGY TORTOISE CAPITAL SERIES TRUS13.9K shares0.00%2026-03-312026-04-28

F FORD MTR CO12.4K shares-0.02%2026-03-312026-04-28

CFFN CAPITOL FED FINL INC17.1K shares1.64%2026-03-312026-04-28

Sponsored

CTOS

CUSTOM TRUCK ONE SOURCE INC

-0.44%

Shares7.0M

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-1.53%

Shares117.1K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

13.53%

Shares72.9K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-0.55%

Shares105.5K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

6.95%

Shares185.2K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

25.08%

Shares111.7K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

1.30%

Shares121.7K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

4.08%

Shares121.3K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

4.17%

Shares44.9K

Event2026-03-31

Filed2026-04-28

IUSG

ISHARES TR

-1.54%

Shares99.4K

Event2026-03-31

Filed2026-04-28

AVDE

AMERICAN CENTY ETF TR

15.13%

Shares177.7K

Event2026-03-31

Filed2026-04-28

UBER

UBER TECHNOLOGIES INC

5.40%

Shares200.1K

Event2026-03-31

Filed2026-04-28

GSLC

GOLDMAN SACHS ETF TR

0.82%

Shares113.5K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-4.03%

Shares389.0K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-2.27%

Shares91.3K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

-3.89%

Shares50.8K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.52%

Shares16.7K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-49.32%

Shares14.9K

Event2026-03-31

Filed2026-04-28

PANW

PALO ALTO NETWORKS INC

24.47%

Shares55.6K

Event2026-03-31

Filed2026-04-28

IUSV

ISHARES TR

2.90%

Shares76.6K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

3.83%

Shares14.6K

Event2026-03-31

Filed2026-04-28

AVLC

AMERICAN CENTY ETF TR

New

Shares87.4K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

4.67%

Shares58.0K

Event2026-03-31

Filed2026-04-28

CRWD

CROWDSTRIKE HLDGS INC

41.99%

Shares14.1K

Event2026-03-31

Filed2026-04-28

CLX

CLOROX CO DEL

3.55%

Shares53.0K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

23.08%

Shares58.4K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

-18.27%

Shares49.3K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-0.45%

Shares14.5K

Event2026-03-31

Filed2026-04-28

FBND

FIDELITY MERRIMACK STR TR

38.66%

Shares90.6K

Event2026-03-31

Filed2026-04-28

BINC

BLACKROCK ETF TRUST II

-17.81%

Shares78.9K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

6.46%

Shares11.9K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

685.94%

Shares98.5K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

5.46%

Shares8.5K

Event2026-03-31

Filed2026-04-28

JMST

J P MORGAN EXCHANGE TRADED F

160.34%

Shares71.3K

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

-35.19%

Shares47.2K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.85%

Shares26.0K

Event2026-03-31

Filed2026-04-28